PTA 5124 Oak Forest Elementary Texas Congress FY2024 filing

Tax-deductible

Houston, TX501(c)(3)Since 1965EIN 74-6086238

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To provide educational support to the childrenof Oak Forest Elementary.

501(c)(3) charity; gifts are tax-deductible.
91¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 5
filings with a surplus
Average surplus $42K a year · 8% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
91%
of spending
Looks good: 91% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
5 mo
of spending, in cash
Looks good: 5.2 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $10K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$622K
+12% vs prior year
Spent
$638K
To programs
91%
Net assets
$314K
By yearFY2021–FY2025
Revenue
$622K
FY2024▲ +12%
Revenue by fiscal year
FY2021$289K
FY2022$468K
FY2023$558K
FY2024$622K
FY2025$783K
FY2025$1.0M
Expenses
$638K
FY2024▲ +10%
Expenses by fiscal year
FY2021$274K
FY2022$406K
FY2023$582K
FY2024$638K
FY2025$612K
FY2025$838K
Net assets
$314K
FY2024▼ -4%
Net assets by fiscal year
FY2021$284K
FY2022$346K
FY2023$327K
FY2024$314K
FY2025$483K
FY2025$677K

From the FY2024 Form 990 (year ending May 2024) · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Sep 1967.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

91 cents of each dollar spent went to programs.

Program services 91% · $583K Management & general 8% · $51K Fundraising 12% · $78K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

16 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2023); the FY2024 filing did not itemize Part VII
$0Pt VII · Sec A
3rd Vice President
$0Pt VII · Sec A
Parlimentarian
$0Pt VII · Sec A
$0Pt VII · Sec A
President-Elect
$0Pt VII · Sec A
$0Pt VII · Sec A
2nd Vice President
$0Pt VII · Sec A
1st Vice President
$0Pt VII · Sec A
See PTA 5124 Oak Forest Elementary Texas Congress executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Supports Oak Forest Elementary students with educational resources and assistance.

Provided by the organization

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4 program services account for $489K of program spending, described in the organization's own filed words · FY2023.
01

To provide Cleverboards for educational enhancement in the classrooms of Oak Forest Elementary.

$134Kprogram expense
02

To provide Cleverboards for educational enhancement in the classrooms of Oak Forest Elementary.

$134Kprogram expense
03

To provide funding for a sport court for the benefit of students at Oak ForesT Elementary.

$111Kprogram expense
04

To provide funding for a sport court for the benefit of students at Oak Forest Elementary.

$111Kprogram expense

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Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

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

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$622K
Ln 12
Other incomeLn 4–11$514K
Gifts and grantsLn 1h$108K
Money outPt IX
$638K
Ln 25
Programscol B$583K
Managementcol C$51K
Fundraisingcol D$78K
Owns and owesPt X
$314K
net assets · Ln 32
Cash and savingsLn 1–2$275K
Total assetsLn 16$317K
LiabilitiesLn 26$0
PeoplePt VI, VII
16
listed · VII A
PaidVII A0
Voting boardVI 1a0
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$108K
Other incomeLn 4–11$514K
Total revenueLn 12$622K
Assets in detailPt X, end of year
Cash and savings togetherLn 1–2$275K
Total assetsLn 16$317K
LiabilitiesLn 26$0
Net assetsLn 32$314K
OperationsPt I, VI
EmployeesI 50
VolunteersI 6100
Fiscal year endsHeaderMay
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14Yes

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 $783K$612K$171K$483K 990 PDF
FY2024 Viewing $622K$638K−$16K$314K 990 PDF
FY2023 $558K$582K−$24K$327K 990 PDF
FY2022 $468K$406K$62K$346K 990 PDF
FY2021 $289K$274K$15K$284K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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