Civic Intelligence

Hamilton Middle School Parent Teacher Or

EIN 14-1937135 • 501(c)3 • Houston, TX

Revoked

Profile

School PTO supporting education

Revocation date: Oct 15, 2020

PO Box 701035Houston, TX 77270

schools.houstonisd.org/PAGE/40832

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2017

Net Margin

18th percentile

-34%

Higher net margin than 18% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

32nd percentile

-20%

Faster asset growth than 32% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

50th percentile

-2.6%

Faster revenue growth than 50% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$26,008

Down $6,521 (-20%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$26,008

Down $6,521 (-20%) from 2016

Operations
Liabilities / RevenueScore unavailableNet Margin18th percentile

Revenue

Down

$19,399

Down $510 (-2.6%) from 2016

Expenses

Up

$25,921

Up $15,772 (+155%) from 2016

Net Income

Down

-$6,522

Down $16,282 (-167%) from 2016

Trend Graphs

Balance Sheet Trend

Asset Growth32nd percentile

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

$60K$40K$20K$0Assets 2011: $31,597Liabilities 2011: $02011Assets 2012: $29,824Liabilities 2012: $02012Assets 2013: $36,563Liabilities 2013: $02013Assets 2014: $45,098Liabilities 2014: $0Net Assets 2014: $45,0982014Assets 2015: $34,352Liabilities 2015: $0Net Assets 2015: $34,3522015Assets 2016: $32,529Net Assets 2016: $32,5292016Assets 2017: $26,008Net Assets 2017: $26,0082017

Highlighted filing

2017

Assets$26,008
Liabilities-
Net Assets$26,008
Open 2017 Filing

Operations Trend

Revenue Growth50th percentile

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

$40K$20K$0-$20KRevenue 2011: $35,301Expenses 2011: $23,081Net Income 2011: $12,2202011Revenue 2012: $27,831Expenses 2012: $29,605Net Income 2012: -$1,7742012Revenue 2013: $32,000Expenses 2013: $25,261Net Income 2013: $6,7392013Revenue 2014: $13,331Expenses 2014: $4,796Net Income 2014: $8,5352014Revenue 2015: $5,054Expenses 2015: $15,800Net Income 2015: -$10,7462015Revenue 2016: $19,909Expenses 2016: $10,149Net Income 2016: $9,7602016Revenue 2017: $19,399Expenses 2017: $25,921Net Income 2017: -$6,5222017

Highlighted filing

2017

Revenue$19,399
Expenses$25,921
Net Income-$6,522
Open 2017 Filing

Filings

Most recent year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$26,008
Liabilities
-
Net assets
$26,008
Revenue
$19,399
Expenses
$25,921
Net income
-$6,522
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$26.0$26.0$19.4$25.9$6.52
2016Detailed filing. Detailed filing data is available for this year.$32.5$32.5$19.9$10.1$9.76
2015Detailed filing. Detailed filing data is available for this year.$34.4$0.00$34.4$5.05$15.8$10.7
2014Detailed filing. Detailed filing data is available for this year.$45.1$0.00$45.1$13.3$4.80$8.54
2013Summary only. Only limited summary data is available for this year.$36.6$0.00$32.0$25.3$6.74
2012Summary only. Only limited summary data is available for this year.$29.8$0.00$27.8$29.6$1.77
2011Summary only. Only limited summary data is available for this year.$31.6$0.00$35.3$23.1$12.2
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2016 to May 31, 2017
Signed
May 7, 2019
Return Version
2016v3.0
Gross Receipts
$50,415
Mission and Program Overview

Mission

School PTO supporting education

Program Services

DescriptionGrantsExpenses
EACH SCHOOL YEAR TEACHERS APPLY FOR ENRICHMENT GRANTS FOR EDUCATION. THE BOARD VOTES TO SEE WHO RECEIVES THEM$11,850-
EACH YEAR THE PTO SETS UP TWO TEACHER APPREACIATION LUNCHES AND GIFTS THE TEACHERS FOR THEIR HARD WORK.$7,176-
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jason CherryTreasurer-$0--
Klaudia MitchellPresident-$0--
Robert FiederleinVice President-$0--
Penny FiederleinSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundraiser$40,176$40,176$24,105$16,071
Total Events$40,176$40,176$24,105$16,071
Filing and Contact Details

Filer

Filer Name
Hamilton Middle School Parent Teacher Or
EIN
14-1937135
Phone
7138024725
Address
PO Box 701035, Houston, TX 77270

Signing Officer

Name
William Jaudon
Title
Vice President
Signed
2019-05-07
Discuss with paid preparer
Yes

Preparer

Firm
Dwg CPA Pllc
Address
5100 Westheimer Rd Suite 200, Houston, TX 77056
Preparer
Wendy Pineda
Phone
2812018348
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $1401”

Other Expenses.1012

“Insurance $575”

Other Expenses.1

“Enrichment & Grants $11850”

Other Expenses.2

“Teacher Gifts $7176”

Other Expenses.3

“Field Trips $4004”

Other Expenses.4

“Bank Charges $364”

Late Fee Waiver

“We would like to request a late fee waiver for this return. As we have a rotating board we were not aware of the deadline. After it lapsed it was brought to our attention. We are working with a firm to keep us current so that it does not happen again.”

Raw XML Appendix156 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Jason Cherry
IRS990EZ/BooksInCareOfDetail/PhoneNum07138024725
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 701035
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Houston
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0772701035
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt032529
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt026008
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02901
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-6522
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0551
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt032529
IRS990EZ/Form990TotalAssetsGrp/EOYAmt026008
IRS990EZ/FundraisingGrossIncomeAmt047166
IRS990EZ/GrossReceiptsAmt050415
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0348
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt032529
IRS990EZ/NetAssetsOrFundBalancesEOYAmt026008
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt032529
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt026008
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jason Cherry
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Klaudia Mitchell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Robert Fiederlein
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Penny Fiederlein
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt01
IRS990EZ/OtherExpensesTotalAmt025370
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0School PTO supporting education
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EACH YEAR THE PTO SETS UP TWO TEACHER APPREACIATION LUNCHES AND GIFTS THE TEACHERS FOR THEIR HARD WORK.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1EACH SCHOOL YEAR TEACHERS APPLY FOR ENRICHMENT GRANTS FOR EDUCATION. THE BOARD VOTES TO SEE WHO RECEIVES THEM
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt07176
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt111850
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt031016
IRS990EZ/SpecialEventsNetIncomeLossAmt016150
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt025921
IRS990EZ/TotalProgramServiceExpensesAmt019026
IRS990EZ/TotalRevenueAmt019399
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0SCHOOLS.HOUSTONISD.ORG/PAGE/40832
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0348
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0185
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0200
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0395
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01664
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02792
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt02792
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0348
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0185
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0200
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0395
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01664
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02792
IRS990ScheduleA/TotalSupportAmt02792
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt024105
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fall Fundraiser
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt040176
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt040176
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt040176
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt040176
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt016071
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt024105
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt024105
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $1401
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $575
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Enrichment & Grants $11850
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Teacher Gifts $7176
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Field Trips $4004
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Bank Charges $364
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6We would like to request a late fee waiver for this return. As we have a rotating board we were not aware of the deadline. After it lapsed it was brought to our attention. We are working with a firm to keep us current so that it does not happen again.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Late Fee Waiver
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0William Jaudon
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Hamilton Middle School Parent Teacher Or
ReturnHeader/Filer/BusinessNameControlTxt0HAMI
ReturnHeader/Filer/EIN0141937135
ReturnHeader/Filer/PhoneNum07138024725
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 701035
ReturnHeader/Filer/USAddress/CityNm0Houston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077270
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DWG CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05100 Westheimer Rd Suite 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Houston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077056
ReturnHeader/PreparerPersonGrp/PhoneNum02812018348
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Wendy Pineda
ReturnHeader/ReturnTs02019-05-07T09:21:46-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-06-01
ReturnHeader/TaxPeriodEndDt02017-05-31
ReturnHeader/TaxYr02016

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