5124 Oak Forest Elementary EIN 74-6086238 Form 990 (PDF) Claim this org

5124 Oak Forest Elementary FY2021 filing

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Supports Oak Forest Elementary students with educational resources and assistance. For fiscal year 2021 it reported $289K in revenue, $274K in expenses, and $284K in net assets.Pt I

Type
Public charity (501(c)(3)) · Nonprofit
Location
Houston, TX
Website
www.oakforestpta.com
Filings
5 on file (2021–2021)
Revenue
$289KFY2021
Expenses
$274K
Net assets
$284K
People
9
Filings
5
Updates
0
More identity details & actions ⌄
EIN  74-6086238 Public charity (501(c)(3)) Houston, TX
Form 990 (PDF)
You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →
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Size
$100K–1M
What they do
Supports Oak Forest Elementary students with educational resources and assistance.
Leadership
Charity Autry · President
Money in and out
$289K revenue, $274K expenses
Bottom line
85% program efficiency
Where the money goes · FY2021
Total revenue
$289K
Pt VIII · Ln 12
Total expenses
$274K
Pt IX · Ln 25
Net assets
$284K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $15K
Where spending went · Part IX cols B–D
Program services $0.85 Management & general $0.04 Fundraising $0.11
Program efficiency
85%
of spending reaches programs
Operating runway
12.4mo
months of highly liquid reserves at operating expense rate
Surplus margin
+5%
revenue over expenses, this year

Summary of the Filing

Part I · fiscal year 2021 · Form 990
Revenue
$289K
FY2021
Expenses
$274K
FY2021
Total assets
$284K
FY2021
Total liabilities
$0
FY2021
Total revenue
$289K
Pt VIII · Ln 12
Total expenses
$274K
Pt IX · Ln 25
Net assets
$284K
Pt X · Ln 32
Revenue less expensesPt I · Ln 19$15K
Total assetsPt X · Ln 16$284K
Program-expense ratioPt IX · col B85%
Voting members of governing bodyPt I · Ln 3664
Independent voting membersPt I · Ln 4664
Mission & Programs · Part III

Where the work happens

3 program services account for $134K of program spending, described in the organization's own filed words · FY2020.
01

To enhance and provide technology and laptops for the students at oak forest elementary

$50Kprogram expense
02

To provide funding for miscellaneous school enhancement projects for the benefit of students at oak fores elementary.

$46Kprogram expense
03

To provide funding for writers in the school program for students of oak forest elementary

$38Kprogram expense

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Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item C5124 Oak Forest Elementary
EINHdr · item D74-6086238
Principal addressHdr · item CHouston, TX
WebsiteHdr · item Jwww.oakforestpta.com
Year of formationHdr · item Lpending
State of legal domicileHdr · item MTX
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFNonprofit
Ruling yearIRS BMFSep 1967

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a664
Independent voting membersPt VI · Ln 1b664
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13No
Document retention policyPt VI · Ln 14No
CEO/top-official compensation independently reviewedPt VI · Ln 15aNo
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
President
$0Pt VII · Sec A
President Elect
$0Pt VII · Sec A
1st Vice Pres
$0Pt VII · Sec A
2nd Vice Pres
$0Pt VII · Sec A
3rd Vice Pres
$0Pt VII · Sec A
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Parliamentarian
$0Pt VII · Sec A
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Statement of Revenue

Part VIII
Other revenue$228K · 79%
Contributions & grants$61K · 21%
Other revenue79%$228K
Contributions & grants21%$61K
Total revenueLn 12$289K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.85 Management & general $0.04 Fundraising $0.11
Program services85%$232K
Management & general4%$12K
Fundraising11%$30K
Total functional expensesLn 25$274K

Balance Sheet

Part X · end of year
CashLn 1$284K
Total assetsLn 16$284K
Total liabilitiesLn 26$0
Total net assetsLn 32$284K
Months of cash on handcomputed12.4

Financial Metrics

Form 990 · FY2021 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $284K · Operating expenses/yr $274K
12.4 months
Where the money goes
Program services
Program services $232K · Total expenses $274K
85%
Management & General
Management & general $12K · Total expenses $274K
4%
Fundraising
Fundraising $30K · Total expenses $274K
11%
Cost to raise $1
Fundraising expense $30K · Solicited contributions $61K
$0.49 to raise $1
Where the money comes from
Contribution dependence
Contributions & grants $61K · Total revenue $289K
21%
Government reliance
Government grants — · Total revenue $289K
Earned-income share
Program service revenue $0 · Total revenue $289K
0%
Investment reliance
Investment income $0 · Total revenue $289K
0%
Program self-sufficiency
Program service revenue $0 · Total expenses $274K
0%
Growth & trend
Revenue growth (YoY)
This year $289K · Prior year —
No prior year on file
Net-asset trend (YoY)
End of year $284K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $289K · Expenses $274K
+5%
Liabilities-to-Assets
Total liabilities — · Total assets $284K
Net-asset ratio
Net assets $284K · Total assets $284K
100%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) $0 · Other securities (Pt X, ln 12) $0 · Total assets (Pt X, ln 16) $284K
0%
People & payroll
Highest Reported Total Compensation
Individual Charity Autry · Reported title President · Highest reported compensation $0 · Total expenses $274K
0%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $0 · Total expenses $274K
0%
Fundraising vendors
Fundraiser cost ratio
Paid to fundraisers $30K · Gross raised $139K
22%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 85%
Overhead ratio 4%
Fundraising cost ratio 49%
Investment management fee ratio 0%
Legal fee ratio 0%
Accounting fee ratio 0.4%
Fundraising fee ratio 11%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · funders on record
Grants received · FY2024
Total grants receivedfrom 1 funder$10K

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2025 (Latest)$783K revenue · ⤓ 990 PDF
FY2024$622K revenue · ⤓ 990 PDF
FY2023$558K revenue · ⤓ 990 PDF
FY2022$468K revenue · ⤓ 990 PDF
FY2021$289K revenue · viewing · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2021IRS
Classification, formation year, addressIRS Business Master File
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