Civic Intelligence

Pin Oak Middle School PTO Inc.

990 • Fiscal year 2018 • EIN 27-3072016

Jul 01, 2017 to Jun 30, 2018 • Filed on Apr 17, 2018

4601 Glenmont StBellaire, TX 77401

(713) 295-6500

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

57th percentile

0.00x

Higher debt load relative to assets than 57% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

57th percentile

0.00x

Higher debt load relative to revenue than 57% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

82nd percentile

27%

Higher net margin than 82% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

70th percentile

17%

Faster asset growth than 70% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

25th percentile

-19%

Faster revenue growth than 25% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$456,611

Up $66,444 (+17%) from 2017

Net Assets

Up

$456,522

Up $66,444 (+17%) from 2017

Liabilities

Flat

$89

Flat from 2017

Revenue

Down

$243,726

Down $57,203 (-19%) from 2017

Expenses

Up

$177,282

Up $18,593 (+12%) from 2017

Net Income

Down

$66,444

Down $75,796 (-53%) from 2017

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2012: $246,578Liabilities 2012: $49,153Net Assets 2012: $197,4252012Assets 2013: $230,534Liabilities 2013: $41,073Net Assets 2013: $189,4612013Assets 2014: $222,263Liabilities 2014: $2,625Net Assets 2014: $219,6382014Assets 2015: $199,473Liabilities 2015: $375Net Assets 2015: $199,0982015Assets 2016: $247,927Liabilities 2016: $89Net Assets 2016: $247,8382016Assets 2017: $390,167Liabilities 2017: $89Net Assets 2017: $390,0782017Assets 2018: $456,611Liabilities 2018: $89Net Assets 2018: $456,5222018Assets 2019: $446,850Liabilities 2019: $89Net Assets 2019: $446,7612019Assets 2020: $329,509Liabilities 2020: $89Net Assets 2020: $329,4202020Assets 2021: $284,263Liabilities 2021: $89Net Assets 2021: $284,1742021Assets 2022: $296,878Liabilities 2022: $89Net Assets 2022: $296,7892022Assets 2023: $307,643Liabilities 2023: $0Net Assets 2023: $307,6432023Assets 2024: $302,038Liabilities 2024: $0Net Assets 2024: $302,0382024Assets 2025: $331,060Liabilities 2025: $0Net Assets 2025: $331,0602025

Highlighted filing

2018

Assets$456,611
Liabilities$89
Net Assets$456,522

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$200K$0-$200KExpenses 2012: $154,1842012Expenses 2013: $230,9302013Revenue 2014: $207,313Expenses 2014: $177,136Net Income 2014: $30,1772014Revenue 2015: $276,412Expenses 2015: $296,577Net Income 2015: -$20,1652015Revenue 2016: $267,457Expenses 2016: $218,717Net Income 2016: $48,7402016Revenue 2017: $300,929Expenses 2017: $158,689Net Income 2017: $142,2402017Revenue 2018: $243,726Expenses 2018: $177,282Net Income 2018: $66,4442018Revenue 2019: $243,281Expenses 2019: $253,042Net Income 2019: -$9,7612019Revenue 2020: $244,143Expenses 2020: $361,484Net Income 2020: -$117,3412020Revenue 2021: $106,319Expenses 2021: $151,565Net Income 2021: -$45,2462021Revenue 2022: $244,189Expenses 2022: $231,574Net Income 2022: $12,6152022Revenue 2023: $208,865Expenses 2023: $198,011Net Income 2023: $10,8542023Revenue 2024: $231,373Expenses 2024: $236,978Net Income 2024: -$5,6052024Revenue 2025: $278,075Expenses 2025: $249,053Net Income 2025: $29,0222025

Highlighted filing

2018

Revenue$243,726
Expenses$177,282
Net Income$66,444
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Apr 17, 2018
Return Version
2017v2.2
Gross Receipts
$345,834
Mission and Program Overview

Mission

To foster excellence in education

To foster excellence in education at pin oak middle school by sponsoring programs for students, family and community, promoting cooperation and understanding among

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$390,167$456,611▲ $66,444
Total Assets$390,167$456,611▲ $66,444
Liabilities
Accounts Payable and Accrued Expenses$89$89→ $0
Total Liabilities$89$89→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$340,473$370,492▲ $30,019
Temporarily Rstr Net Assets$49,605$86,030▲ $36,425
Total Net Assets Fund Balance$390,078$456,522▲ $66,444
Total Liabilities and Net Assets / Fund Balance$390,167$456,611▲ $66,444
Compensation and Service Providers

Board Members and Trustees

NameTitle
Judy ChengPresident
Courtney TardyCorresponding Secretary
Sue MullenParliamentarian
Laura SloanPres Elect
Becky TackettPres Emeritus
Kristi CoffeyRecording Secretary
Karen MooreTreas Elect
Keith DesrosiersTreasurer
Debbie RobbinsVP Activities
Heather BarrowVP Activities
Miriam SmithVP Budget and Finance
Christi YoungVP Communications
Roberta KonickiVP Communications
Cara MichaelVP Fundraising
Linette CourtneyVP Fundraising
Jenny VestalVP School Store
Julie DavidsonVP School Store
Revenue and Support

Revenue Composition

Contributions and Grants
$115,822
Program Service Revenue
$15,099
Investment Income
$0
Other Revenue
$112,805
All Other Contributions
$27,622
Change in Net Assets
$66,444
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$177,282
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$35,731$0$0$35,731
Office Expenses$0$11,512$0$11,512
Information Technology$0$992$0$992
Total Functional Expenses$164,778$12,504$0$177,282
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$109,953
Fundraising Direct Expenses$31,973
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$75,080$65,280$2,116$63,164
Charger Fest$27,874$22,999$13,161$9,838
Total Events$124,627$109,952$31,972$77,980
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
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Pin Oak Middle School Pto Inc
EIN
27-3072016
Phone
7132956500
Address
4601 GLENMONT ST, BELLAIRE, TX 77401

Signing Officer

Name
Miriam Smith
Title
VP Budget & Finance
Phone
7132956500
Signed
2018-04-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Miriam Smith
Formed
2010
Legal Domicile
TX
Voting Board Members
18
Independent Board Members
18
Employees
0
Volunteers
382

Preparer

Firm
Jack Evans CPA
Address
802 Dunleigh Meadows, Houston, TX 77055
Preparer
Jack Evans CPA
Phone
7136232898
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

The VP Budget and Finance reviews and signs Form 990.

Pt VI, Line 15B

All officers are voluntary positions - no compensation is paid.

Pt VI, Line 19

Documents are available to the public upon written request.

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IRS990/Form990PartVIISectionAGrp/TitleTxt1PRES ELECT
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IRS990/Form990PartVIISectionAGrp/TitleTxt3VP COMMUNICATIONS
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IRS990/Form990PartVIISectionAGrp/TitleTxt5VP ACTIVITIES
IRS990/Form990PartVIISectionAGrp/TitleTxt6VP FUNDRAISING
IRS990/Form990PartVIISectionAGrp/TitleTxt7VP FUNDRAISING
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IRS990/Form990PartVIISectionAGrp/TitleTxt9VP SCHOOL STORE
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IRS990/ProgSrvcAccomActy2Grp/Desc0ENRICHMENT PROGRAMS, BOOSTER CLUBS AND STUDENT SUPPORT INITIATIVES TO BENEFIT TEACHERS, CLASSROOMS AND STUDENT ACTIVITIES THAT ARE NOT PROVIDED BY THE HOUSTON INDEPENDENT SCHOOL DISTRICT.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0107265
IRS990/ProgSrvcAccomActy3Grp/Desc0INSTRUCTIONAL MATERIALS, STAFF APPRECIATION AND GROUNDS IMPROVEMENTS WHICH BENEFIT THE STUDENTS, FACULTY AND ADMINISTRATION AT PIN OAK MIDDLE SCHOOL.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt035731
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0139905
IRS990/PYExcessBenefitTransInd0false
IRS990/PYOtherExpensesAmt0158689
IRS990/PYOtherRevenueAmt0144757
IRS990/PYProgramServiceRevenueAmt016267
IRS990/PYRevenuesLessExpensesAmt0142240
IRS990/PYTotalExpensesAmt0158689
IRS990/PYTotalRevenueAmt0300929
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt066444
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0115822
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0139905
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0122742
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt095449
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt061297
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0535215
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0127904
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0161024
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0144715
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0180963
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0293702
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0908308
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.98960
IRS990ScheduleA/PublicSupportPY509Pct00.99360
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt01428523
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt05000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt05000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt05000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt015000
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt05000
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt05000
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt05000
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt015000
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0243726
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0300929
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0267457
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0276412
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0354999
IRS990ScheduleA/Total509Grp/TotalAmt01443523
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01443523
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt014675
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt09800
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt04875
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt031972
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt05000
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt05000
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CHARGER FEST
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt05608
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt05608
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt075080
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt027874
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt021673
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0124627
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt065280
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt022999
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt021673
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0109952
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt077980
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt06087
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt021364
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02116
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt013161
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The VP Budget and Finance reviews and signs Form 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1All officers are voluntary positions - no compensation is paid.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Documents are available to the public upon written request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt049605
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt086030
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0390167
IRS990/TotalAssetsEOYAmt0456611
IRS990/TotalAssetsGrp/BOYAmt0390167
IRS990/TotalAssetsGrp/EOYAmt0456611
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0115822
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt012504
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0164778
IRS990/TotalFunctionalExpensesGrp/TotalAmt0177282
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt089
IRS990/TotalLiabilitiesEOYAmt089
IRS990/TotalLiabilitiesGrp/BOYAmt089
IRS990/TotalLiabilitiesGrp/EOYAmt089
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0390078
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0456522
IRS990/TotalProgramServiceExpensesAmt0164778
IRS990/TotalProgramServiceRevenueAmt015099
IRS990/TotalRevenueGrp/ExclusionAmt077980
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt049924
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0243726
IRS990/TotalVolunteersCnt0382

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.31$0.00$3.31$2.78$2.49$0.29
2024Detailed filing. Detailed filing data is available for this year.$3.02$0.00$3.02$2.31$2.37$0.06
2023Detailed filing. Detailed filing data is available for this year.$3.08$0.00$3.08$2.09$1.98$0.11
2022Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.97$2.44$2.32$0.13
2021Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$1.06$1.52$0.45
2020Detailed filing. Detailed filing data is available for this year.$3.30$0.00$3.29$2.44$3.61$1.17
2019Detailed filing. Detailed filing data is available for this year.$4.47$0.00$4.47$2.43$2.53$0.10
2018Detailed filing. Detailed filing data is available for this year.$4.57$0.00$4.57$2.44$1.77$0.66
2017Detailed filing. Detailed filing data is available for this year.$3.90$0.00$3.90$3.01$1.59$1.42
2016Detailed filing. Detailed filing data is available for this year.$2.48$0.00$2.48$2.67$2.19$0.49
2015Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$2.76$2.97$0.20
2014Detailed filing. Detailed filing data is available for this year.$2.22$0.03$2.20$2.07$1.77$0.30
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.31$0.41$1.89$2.31
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.47$0.49$1.97$1.54