Civic Intelligence

Westwood-Bales PTO

EIN 76-0551386 • 501(c)3 • Friendswood, TX

Profile

To support westwood-bales elementary school, a friendswood isd public school

506 W EdgewoodFriendswood, TX 77546

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

52nd percentile

2.7%

Higher net margin than 52% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

71st percentile

13%

Faster asset growth than 71% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

65th percentile

12%

Faster revenue growth than 65% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$33,675

Up $3,785 (+13%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$33,675

Up $3,785 (+13%) from 2024

Revenue

Up

$142,375

Up $15,088 (+12%) from 2024

Expenses

Up

$138,590

Up $18,144 (+15%) from 2024

Net Income

Down

$3,785

Down $3,056 (-45%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40K$30K$20K$10K$0Assets 2011: $7,807Liabilities 2011: $02011Assets 2012: $9,470Liabilities 2012: $02012Assets 2013: $9,950Liabilities 2013: $02013Assets 2014: $8,288Liabilities 2014: $0Net Assets 2014: $8,2882014Assets 2015: $16,571Liabilities 2015: $0Net Assets 2015: $16,5712015Assets 2016: $17,702Liabilities 2016: $0Net Assets 2016: $17,7022016Assets 2017: $9,242Liabilities 2017: $0Net Assets 2017: $9,2422017Assets 2018: $8,613Liabilities 2018: $0Net Assets 2018: $8,6132018Assets 2019: $15,157Liabilities 2019: $0Net Assets 2019: $15,1572019Assets 2020: $32,780Liabilities 2020: $0Net Assets 2020: $32,7802020Assets 2021: $34,007Liabilities 2021: $0Net Assets 2021: $34,0072021Assets 2022: $27,265Liabilities 2022: $0Net Assets 2022: $27,2652022Assets 2023: $23,049Liabilities 2023: $0Net Assets 2023: $23,0492023Assets 2024: $29,890Liabilities 2024: $0Net Assets 2024: $29,8902024Assets 2025: $33,675Liabilities 2025: $0Net Assets 2025: $33,6752025

Highlighted filing

2025

Assets$33,675
Liabilities$0
Net Assets$33,675

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2011: $93,473Expenses 2011: $94,463Net Income 2011: -$9902011Revenue 2012: $157,430Expenses 2012: $155,767Net Income 2012: $1,6632012Revenue 2013: $85,385Expenses 2013: $84,905Net Income 2013: $4802013Revenue 2014: $110,877Expenses 2014: $112,539Net Income 2014: -$1,6622014Revenue 2015: $123,678Expenses 2015: $115,395Net Income 2015: $8,2832015Revenue 2016: $102,901Expenses 2016: $101,770Net Income 2016: $1,1312016Revenue 2017: $160,263Expenses 2017: $168,723Net Income 2017: -$8,4602017Revenue 2018: $173,114Expenses 2018: $173,743Net Income 2018: -$6292018Revenue 2019: $231,029Expenses 2019: $224,485Net Income 2019: $6,5442019Revenue 2020: $104,858Expenses 2020: $87,235Net Income 2020: $17,6232020Revenue 2021: $51,122Expenses 2021: $49,895Net Income 2021: $1,2272021Revenue 2022: $185,010Expenses 2022: $191,750Net Income 2022: -$6,7402022Revenue 2023: $115,508Expenses 2023: $119,724Net Income 2023: -$4,2162023Revenue 2024: $127,287Expenses 2024: $120,446Net Income 2024: $6,8412024Revenue 2025: $142,375Expenses 2025: $138,590Net Income 2025: $3,7852025

Highlighted filing

2025

Revenue$142,375
Expenses$138,590
Net Income$3,785

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.34$0.00$0.34$1.42$1.39$0.04
2024Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$1.27$1.20$0.07
2023Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$1.16$1.20$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$1.85$1.92$0.07
2021Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.51$0.50$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$1.05$0.87$0.18
2019Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$2.31$2.24$0.07
2018Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$1.73$1.74$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$1.60$1.69$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$1.03$1.02$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$1.24$1.15$0.08
2014Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$1.11$1.13$0.02
2013Summary only. Only limited summary data is available for this year.$0.10$0.00$0.85$0.85$0.00
2012Summary only. Only limited summary data is available for this year.$0.09$0.00$1.57$1.56$0.02
2011Summary only. Only limited summary data is available for this year.$0.08$0.00$0.93$0.94$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 13, 2025
Return Version
2024v5.2
Gross Receipts
$209,280
Mission and Program Overview

Mission

To support westwood-bales elementary school, a friendswood isd public school

To support westwood-bales elementary school and fisd education foundation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$29,538$33,675▲ $4,137
Rtn Earn Endowment Incm Other Fnds$29,890$33,675▲ $3,785
Accounts Receivable$352--
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$29,890$33,675▲ $3,785
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$29,890$33,675▲ $3,785
Total Liabilities and Net Assets / Fund Balance$29,890$33,675▲ $3,785
Compensation and Service Providers

Board Members and Trustees

NameTitle
Micah MorrisChair
Kennye MillerCo-chair
Irene MataVice President
Kassadii HoldorffVice President
Cari CastilloTreasurer
Julianne DennisTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$7,858
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$134,517
All Other Contributions
$7,858
Change in Net Assets
$3,785
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$114,290
Other Expenses$24,300
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$114,290--$114,290
Fees for Services Other-$3,118-$3,118
Information Technology-$2,191-$2,191
Occupancy-$2,044-$2,044
Other Expenses$1,470--$1,470
Office Expenses-$1,370-$1,370
All Other Expenses$771--$771
Fees for Services Accounting-$650-$650
Total Functional Expenses$129,217$9,373$0$138,590
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Westwood-bales Elementary SchoolFriendswood, TX-School Operating Expenses$105,290
Friendswood Education FoundationFriendswood, TX-To Support Friendswood Education$9,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$201,422
Fundraising Direct Expenses$66,905
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Round Up Carnival and Auction Night$122,746$122,746$38,585$84,161
Merry Mustang Market$31,333$31,333$11,963$19,370
Total Events$201,422$201,422$66,905$134,517
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

PROVIDED UPON REQUEST

Form 990, Part VI, Section C, Line 19

AVAILABLE UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Westwood-bales Pto
EIN
76-0551386
Phone
2819920555
Address
506 W EDGEWOOD, FRIENDSWOOD, TX 77546

Signing Officer

Name
Cari Castillo
Title
Treasurer
Phone
4099421561
Signed
2025-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Micah Morris
Formed
1968
Legal Domicile
TX
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
30

Preparer

Firm
Wrinkle Gardner & Company Pc
Address
PO BOX 1707, FRIENDSWOOD, TX 77549
Preparer
Doug Wrinkle CPA
Phone
2813381120
Raw XML Appendix373 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/PreparerPersonGrp/PhoneNum02813381120
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOUG WRINKLE CPA
ReturnHeader/ReturnTs02025-11-13T08:50:51-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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