Civic Intelligence

Homewood Middle School PTO

EIN 63-1079141 • 501(c)3 • Homewood, AL

Profile

Assist in educational activities

395 Mecca AvenueHomewood, AL 35209

www.hms-pto.org

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

31st percentile

-9.2%

Higher net margin than 31% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

47th percentile

-3.1%

Faster asset growth than 47% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2025

Revenue Growth

23rd percentile

-35%

Faster revenue growth than 23% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2025

Assets

Down

$34,740

Down $1,120 (-3.1%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$34,740

Down $1,120 (-3.1%) from 2024

Revenue

Down

$12,179

Down $3,240 (-21%) from 2024

Expenses

Down

$13,299

Down $2,937 (-18%) from 2024

Net Income

Down

-$1,120

Down $303 (-37%) from 2024

Trend Graphs

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2016: $68,173Liabilities 2016: $47,679Net Assets 2016: $20,4942016Assets 2017: $27,144Liabilities 2017: $7,028Net Assets 2017: $20,1162017Assets 2018: $21,574Liabilities 2018: $2,084Net Assets 2018: $19,4902018Assets 2019: $27,182Liabilities 2019: $2,680Net Assets 2019: $24,5022019Assets 2020: $56,064Liabilities 2020: $16,143Net Assets 2020: $39,9212020Assets 2021: $62,822Liabilities 2021: $23,037Net Assets 2021: $39,7852021Assets 2022: $50,833Liabilities 2022: $1,291Net Assets 2022: $49,5422022Assets 2023: $36,963Liabilities 2023: $286Net Assets 2023: $36,6772023Assets 2024: $35,860Liabilities 2024: $0Net Assets 2024: $35,8602024Assets 2025: $34,740Liabilities 2025: $0Net Assets 2025: $34,7402025

Highlighted filing

2025

Assets$34,740
Liabilities$0
Net Assets$34,740

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2016: $51,796Expenses 2016: $51,631Net Income 2016: $1652016Revenue 2017: $51,788Expenses 2017: $52,166Net Income 2017: -$3782017Revenue 2018: $36,869Expenses 2018: $37,495Net Income 2018: -$6262018Revenue 2019: $48,074Expenses 2019: $43,062Net Income 2019: $5,0122019Revenue 2020: $52,357Expenses 2020: $36,938Net Income 2020: $15,4192020Revenue 2021: $44,476Expenses 2021: $44,612Net Income 2021: -$1362021Revenue 2022: $42,746Expenses 2022: $32,989Net Income 2022: $9,7572022Revenue 2023: $28,923Expenses 2023: $41,788Net Income 2023: -$12,8652023Revenue 2024: $15,419Expenses 2024: $16,236Net Income 2024: -$8172024Revenue 2025: $12,179Expenses 2025: $13,299Net Income 2025: -$1,1202025

Highlighted filing

2025

Revenue$12,179
Expenses$13,299
Net Income-$1,120

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 14, 2025
Return Version
2024v5.2
Gross Receipts
$17,022
Mission and Program Overview

Mission

Assist in educational activities

Program Services

DescriptionGrantsExpenses
PRINCIPAL'S DISCRETIONARY FUND, TEACHER GRANTS, SPECIAL EDUCATIONAL EVENTS$0$4,826
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ABIGALE MORROWPresidentPT$0--
JULIE HARRISPresident Elect-$0--
SARAH MCELVYTreasurer-$0--
PRECIOUS SANDERSAssistant Treasurer-$0--
AMY SCHOENHERRSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Homewood Middle School Pto
EIN
63-1079141
Phone
2058702878
Address
395 MECCA AVENUE, HOMEWOOD, AL 35209

Signing Officer

Name
Sarah Mcelvy
Title
Treasurer
Phone
2058702878
Signed
2025-10-14
Discuss with paid preparer
Yes

Preparer

Firm
Stone Avant & Daniels Pc
Address
1801 OXMOOR ROAD STE 200, BIRMINGHAM, AL 35209
Preparer
Cary Cherry
Phone
2058709898
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 7 - Sales of Inventory

Income: gross receipts: 14,896. Returns and allowances: 0. Less cost of goods sold: 4,843. Gross profit: 10,053. Cost of goods sold: inventory at beginning of year: 0. Merchandise purchased: 0. Cost of labor: 0. Materials and supplies: 4,843. Other costs: 0. Inventory at end of year: 0. Cost of goods sold: 4,843.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: educational grants. Grantee name: homewood middle school. Grantee address: 395 mecca avenue homewood, al 35209. Grantee relationship: affiliated school. Amount given: 4,826.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: administrative expenses. Amount: 3,096. Description: teacher appreciation. Amount: 5,377. Total to form 990-ez, line 16: 8,473.

Raw XML Appendix150 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum02058700878
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HOMEWOOD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd035209
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3ASSISTANT TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
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IRS990EZ/PoliticalCampaignActyInd00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt019124
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt023221
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IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt063533
IRS990ScheduleA/TotalSupportAmt063533
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INCOME: GROSS RECEIPTS: 14,896. RETURNS AND ALLOWANCES: 0. LESS COST OF GOODS SOLD: 4,843. GROSS PROFIT: 10,053. COST OF GOODS SOLD: INVENTORY AT BEGINNING OF YEAR: 0. MERCHANDISE PURCHASED: 0. COST OF LABOR: 0. MATERIALS AND SUPPLIES: 4,843. OTHER COSTS: 0. INVENTORY AT END OF YEAR: 0. COST OF GOODS SOLD: 4,843.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: EDUCATIONAL GRANTS. GRANTEE NAME: HOMEWOOD MIDDLE SCHOOL. GRANTEE ADDRESS: 395 MECCA AVENUE HOMEWOOD, AL 35209. GRANTEE RELATIONSHIP: AFFILIATED SCHOOL. AMOUNT GIVEN: 4,826.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ADMINISTRATIVE EXPENSES. AMOUNT: 3,096. DESCRIPTION: TEACHER APPRECIATION. AMOUNT: 5,377. TOTAL TO FORM 990-EZ, LINE 16: 8,473.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 7 - SALES OF INVENTORY
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
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ReturnHeader/ReturnTs02025-10-20T10:27:24-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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