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5072 Memorial Dr Elementary PTA

Tax-deductible

Houston, TX501(c)(3)EIN 76-0681143

To make every child's potential a reality by engaging & empowering families and communities to advocate for all children.

501(c)(3) charity; gifts are tax-deductible.
68¢ of each $1 spent went to programs.
Run by 150 volunteers.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2025 · 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
2 of 5
filings with a surplus
Average surplus $47K a year · 11% of revenue · last 5 filings
Worth a look: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
68%
of spending
Fine: 68% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Cash reserves
17 mo
of spending, in cash
Looks good: 16.6 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $20K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$2K
0.3% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
8
of 8 voting members
Looks good: 8 of 8 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$740K
+30% vs prior year
Spent
$563K
To programs
68%
Net assets
$774K
By yearFY2021–FY2025
Revenue
$740K
FY2025▲ +30%
Revenue by fiscal year
FY2021$213K
FY2022$338K
FY2023$366K
FY2024$569K
FY2025$740K
Expenses
$563K
FY2025▲ +69%
Expenses by fiscal year
FY2021$365K
FY2022$363K
FY2023$367K
FY2024$332K
FY2025$563K
Net assets
$774K
FY2025▲ +31%
Net assets by fiscal year
FY2021$379K
FY2022$355K
FY2023$353K
FY2024$590K
FY2025$774K

From the FY2025 Form 990 (year ending June 2025) · see the original

Form 990 (PDF) Claim

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

68 cents of each dollar spent went to programs.

Program services 68% · $382K Management & general 2% · $9K Fundraising 30% · $171K

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

Who runs it and what they're paid

8 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
$0Pt VII · Sec A
Lauren Barker
Vice President
$0Pt VII · Sec A
Chad Mabry
Treasurer
$0Pt VII · Sec A
Michael Manteris
Assistant Treasurer
$0Pt VII · Sec A
Lisa Dillon
Secretary
$0Pt VII · Sec A
Ellen Sweet
Historian
$0Pt VII · Sec A
Jamie Burns
Parliamentarian
$0Pt VII · Sec A
Julie Bihlet
VP Special Projects
$0Pt VII · Sec A
See 5072 Memorial Dr Elementary PTA 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 15aNo

Programs and updates

Empowering families and communities to advocate for children's potential and well-being.

Provided by the organization

This section is blank until 5072 Memorial Dr Elementary PTA claims this page.

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3 program services account for $366K of program spending, described in the organization's own filed words · FY2024.
01

Curriculum support which includes supplies for classroom, literacy library books, various workbooks, science labs, enriching performances and other items amd materials that directly support student and school curriculum.

$309Kprogram expense
02

All funds are used to provide assistance to students for books and school supplies, and to operate the PTA which serves over 300 families in the school and the community.

$57Kprogram expense
03

Campus improvements which includes items to enhance the school environment for students and teachers. Items includes library books, technology items, school supplies, playground field maintenance costs, items for music teachers, other teachers and school.

Pt IX · col B

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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 · FY2023
Fidelity Investments Charitable Gift FundFY2023$20K
Total grants receivedfrom 1 funder$20K

By the numbers

The FY2025 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$740K
Ln 12
Gifts and grantsLn 1h$643K
Other incomeLn 4–11$84K
Investment incomeLn 3$13K
Money outPt IX
$563K
Ln 25
Programscol B$382K
Managementcol C$9K
Fundraisingcol D$171K
Owns and owesPt X
$774K
net assets · Ln 32
Cash and savingsLn 1–2$776K
Total assetsLn 16$776K
LiabilitiesLn 26$2K
PeoplePt VI, VII
8
listed · VII A
PaidVII A0
Voting boardVI 1a8
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$643K
Fundraising eventsLn 1c$564K
Investment incomeLn 3$13K
Other incomeLn 4–11$84K
Total revenueLn 12$740K
Assets in detailPt X, end of year
CashLn 1$4K
SavingsLn 2$772K
Cash and savings togetherLn 1–2$776K
Total assetsLn 16$776K
LiabilitiesLn 26$2K
Net assetsLn 32$774K
OperationsPt I, VI
EmployeesI 50
VolunteersI 6150
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$591K$776K
Total assetsLn 16$591K$776K
LiabilitiesLn 26$610$2K
Net assetsLn 32$590K$774K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Accounting feesLn 11c$515$0$515$0
Office expensesLn 13$4K$0$4K$0
Information technologyLn 14$759$0$759$0
InsuranceLn 23$450$0$450$0
Other expenses (24a–d)Ln 24$366K$366K$0$0
All other expensesLn 24e$191K$16K$3K$171K
Total functional expensesLn 25$563K$382K$9K$171K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $740K$563K$178K$774K 990 PDF
FY2024 $569K$332K$237K$590K 990 PDF
FY2023 $366K$367K−$2K$353K 990 PDF
FY2022 $338K$363K−$25K$355K 990 PDF
FY2021 $213K$365K−$152K$379K 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
See the full FY2025 990 (4 parts)
Part VIII · Statement of revenue $740,013 across 7 lines filed
Lines not itemized here account for $367 of total revenue; see the IRS return.
VIII-1b Membership dues$4,948
VIII-1c Fundraising events$563,683
VIII-1f All other contributions, gifts and grants$73,966
VIII-1h Total contributions, gifts and grants$642,597
VIII-3 Investment incomeUnrelated business $0 · Excluded from tax $0$13,023
VIII-8 Net income from fundraising eventsUnrelated business $0 · Excluded from tax $84,026$84,026
VIII-12 Total revenueRelated to mission $13,390 · Unrelated business $0 · Excluded from tax $84,026$740,013
Part IX · Statement of functional expenses $562,502 across 6 lines filed
IX-11c Accounting feesPrograms $0 · Management $515 · Fundraising $0$515
IX-13 Office expensesPrograms $0 · Management $4,230 · Fundraising $0$4,230
IX-14 Information technologyPrograms $0 · Management $759 · Fundraising $0$759
IX-23 InsurancePrograms $0 · Management $450 · Fundraising $0$450
IX-24 Other expenses (24a–d)Programs $365,659 · Management $0 · Fundraising $0$365,659
IX-24e All other expensesPrograms $16,407 · Management $3,359 · Fundraising $171,123$190,889
IX-25 Total functional expensesPrograms $382,066 · Management $9,313 · Fundraising $171,123$562,502
Part X · Balance sheet $776,400 assets, 9 lines filed
X-1 Cash, non-interest-bearingStart of year $31,688$4,433
X-2 Savings and temporary cash investmentsStart of year $559,127$771,680
X-4 Accounts receivable$287
X-16 Total assetsStart of year $590,815$776,400
X-17 Accounts payable and accrued expensesStart of year $610$2,457
X-26 Total liabilitiesStart of year $610$2,457
X-27 Net assets without donor restrictionsStart of year $590,205$773,943
X-32 Total net assets or fund balancesStart of year $590,205$773,943
X-33 Total liabilities and net assetsStart of year $590,815$776,400
Part XI · Reconciliation of net assets $773,943 net assets at year end
XI-1 Total revenue$740,013
XI-2 Total expenses$562,502
XI-3 Revenue less expenses$177,511
XI-4 Net assets at start of year$590,205
XI-5 Net unrealized gains (losses) on investments$6,227
XI-10 Net assets at end of year$773,943

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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