PIN OAK MIDDLE SCHOOL PTO INC: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: PIN OAK MIDDLE SCHOOL PTO INC (EIN 27-3072016)
Tax period: 2012-07-01 to 2013-06-30
Filed: 2014-02-10
IRS object ID: 201420419349300022
Schema version: 2012v2.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule G
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2014-02-10T07:41:38-08:00	Timestamp
Tax Period End Date	2013-06-30	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ROGER GODDARD CPA PC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	3100 TIMMONS LANE SUITE 440	AddressLine1
City	HOUSTON	City
State	TX	State
ZIP Code	77027	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2012-07-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	273072016	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	PIN OAK MIDDLE SCHOOL PTO INC	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	PINO	NameControl
Phone	7132956500	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	4601 GLENMONT ST	AddressLine1
City	BELLAIRE	City
State	TX	State
ZIP Code	77401	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	COLLEEN MORRIS	Name
Title	VP BUDGET AND FINANCE	Title
Phone	7132956500	Phone
Date Signed	2014-02-07	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	ROGER D GODDARD	Name
Phone	7136225088	Phone
Date Prepared	2014-02-10	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2015-11-30 17:44:51Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	COLLEEN MORRIS	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	4601 GLENMONT	AddressLine1
City	BELLAIRE	City
State	TX	State
ZIP Code	77401	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	362369	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	www.pinoakpto.org	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	2010	YearFormation
State Legal Domicile	TX	StateLegalDomicile
Activity Or Mission Description	To foster excellence in education at Pin Oak Middle School by sponsoring programs for students, family and community, promoting cooperation and understanding among parents, faculty, students & administration and raising funds to achieve these objectives.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	9	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	9	NbrIndependentVotingMembers
Total Nbr Employees	0	TotalNbrEmployees
Total Nbr Volunteers	300	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Contributions Grants Prior Year	54240	ContributionsGrantsPriorYear
Contributions Grants Current Year	35947	ContributionsGrantsCurrentYear
Program Service Revenue CY	0	ProgramServiceRevenueCY
Investment Income Current Year	0	InvestmentIncomeCurrentYear
Other Revenue Prior Year	170654	OtherRevenuePriorYear
Other Revenue Current Year	187019	OtherRevenueCurrentYear
Total Revenue Prior Year	224894	TotalRevenuePriorYear
Total Revenue Current Year	222966	TotalRevenueCurrentYear
Grants And Similar Amnts CY	0	GrantsAndSimilarAmntsCY
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Current Year	0	SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	0	TotalFundrsngExpCurrentYear
Other Expense Prior Year	154184	OtherExpensePriorYear
Other Expenses Current Year	230930	OtherExpensesCurrentYear
Total Expenses Prior Year	154184	TotalExpensesPriorYear
Total Expenses Current Year	230930	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	70710	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	-7964	RevenuesLessExpensesCY
Total Assets BOY	246578	TotalAssetsBOY
Total Assets EOY	230534	TotalAssetsEOY
Total Liabilities BOY	49153	TotalLiabilitiesBOY
Total Liabilities EOY	41073	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	197425	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	189461	NetAssetsOrFundBalancesEOY
Mission Description	To foster excellence in education	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	4424	Expense
Description	FACULTY STIPENDS TO ASSIST PIN OAK MIDDLE SCHOOL INSTRUCTORS TO PURCHASE ITEMS FOR THEIR CLASS ROOMS NOT PROVIDED BY THE HOUSTON INDEPENDENT SCHOOL DISTRICT BUDGET.	Description

Activity2 Activity2

Field	Value	IRS element (for citing)
Expense	169723	Expense
Description	PAYMENTS TO CLASSES AT PIN OAK MIDDLE SCHOOL TO PAY FOR ACTIVITIES OF EACH CLASS THAT ARE NOT PROVIDED FOR IN THE HOUSTON INDEPENDENT SCHOOL DISTRICT BUDGET.	Description

Activity3 Activity3

Field	Value	IRS element (for citing)
Expense	56783	Expense
Description	VARIOUS PAYMENTS TO BENEFIT THE STUDENTS, FACULTY AND ADMINISTRATION OF PIN OAK MIDDLE SCHOOL	Description

Field	Value	IRS element (for citing)
Total Program Service Expense	230930	TotalProgramServiceExpense
Described In501 C3	true	DescribedIn501C3
Schedule B Required	false	ScheduleBRequired
Political Activities	false	PoliticalActivities
Lobbying Activities	false	LobbyingActivities
Subject To Proxy Tax	false	SubjectToProxyTax
Donor Advised Funds	false	DonorAdvisedFunds
Conservation Easements	false	ConservationEasements
Collections Of Art	false	CollectionsOfArt
Credit Counseling	false	CreditCounseling
Term Or Permanent Endowments	false	TermOrPermanentEndowments
Report Land Bldg Equip	false	ReportLandBldgEquip
Report Invest Oth Securities	false	ReportInvestOthSecurities
Report Prog Rel Invest	false	ReportProgRelInvest
Report Other Assets	false	ReportOtherAssets
Report Other Liabilities	false	ReportOtherLiabilities
Report Fin48 Footnote	false	ReportFin48Footnote
Independent Audit Financial Stmt	false	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	false	ConsolidatedAuditFinancialStmt
School	false	School
Foreign Office	false	ForeignOffice
Foreign Activities	false	ForeignActivities
More Than5000 K To Organizations	false	MoreThan5000KToOrganizations
More Than5000 K To Individuals	false	MoreThan5000KToIndividuals
Professional Fundraising	false	ProfessionalFundraising
Fundraising Activities	true	FundraisingActivities
Gaming	false	Gaming
Hospital	false	Hospital
Grants To Organizations	false	GrantsToOrganizations
Grants To Individuals	false	GrantsToIndividuals
Schedule J Required	false	ScheduleJRequired
Tax Exempt Bonds	false	TaxExemptBonds
Excess Benefit Transaction	false	ExcessBenefitTransaction
Prior Excess Benefit Transaction	false	PriorExcessBenefitTransaction
Loan To Officer Or DQP	false	LoanToOfficerOrDQP
Grant To Related Person	false	GrantToRelatedPerson
Bsnss Rltnshp With Organization	false	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	false	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	false	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	false	DeductibleNonCashContributions
Deductible Contributions Of Art	false	DeductibleContributionsOfArt
Terminated	false	Terminated
Partial Liquidation	false	PartialLiquidation
Disregarded Entity	false	DisregardedEntity
Related Entity	false	RelatedEntity
Related Org Controlled Entity	false	RelatedOrgControlledEntity
Transaction Related Entity	false	TransactionRelatedEntity
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	true	ScheduleORequired
Number Forms Transmitted With1096	0	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	true	ComplianceWithBackupWitholding
Number Of Employees	0	NumberOfEmployees
Unrelated Business Income	false	UnrelatedBusinessIncome
Foreign Financial Account	false	ForeignFinancialAccount
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTrans
Taxable Party Notification	false	TaxablePartyNotification
Non Deductible Contributions	false	NonDeductibleContributions
Quid Pro Quo Contributions	false	QuidProQuoContributions
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOf
Funds To Pay Premiums	false	FundsToPayPremiums
Premiums Paid	false	PremiumsPaid
Indoor Tanning Services	false	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	9	NbrVotingGoverningBodyMembers
Number Independent Voting Members	9	NumberIndependentVotingMembers
Family Or Business Relationship	false	FamilyOrBusinessRelationship
Delegation Of Management Duties	false	DelegationOfManagementDuties
Changes To Organizing Docs	false	ChangesToOrganizingDocs
Material Diversion Or Misuse	false	MaterialDiversionOrMisuse
Members Or Stockholders	false	MembersOrStockholders
Election Of Board Members	false	ElectionOfBoardMembers
Decisions Subject To Approval	false	DecisionsSubjectToApproval
Minutes Of Governing Body	true	MinutesOfGoverningBody
Minutes Of Committees	true	MinutesOfCommittees
Officer Mailing Address	false	OfficerMailingAddress
Local Chapters	false	LocalChapters
Form990 Provided To Governing Body	false	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	true	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	true	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	false	RegularMonitoringEnforcement
Whistleblower Policy	false	WhistleblowerPolicy
Document Retention Policy	false	DocumentRetentionPolicy
Compensation Process CEO	false	CompensationProcessCEO
Compensation Process Other	false	CompensationProcessOther
Investment In Joint Venture	false	InvestmentInJointVenture
States Where Copy Of Return Is Filed	TX	StatesWhereCopyOfReturnIsFiled
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Field	Value	IRS element (for citing)
Name Person	COLLEEN MORRIS	NamePerson
Telephone Number	7132956500	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	4601 GLENMONT	AddressLine1
City	BELLAIRE	City
State	TX	State
ZIP Code	77401	ZIPCode

Field	Value	IRS element (for citing)
No Listed Persons Compensated	X	NoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (14 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	OfficerOfficer	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation
LAURA DEW
President	5.00	X	0	0	0
NGUYET VO
Vice President - Communications	5.00	X	0	0	0
ANDY CHAN
Vice President - Communications	5.00	X	0	0	0
DIANE SIZEMORE
Vice President - Activities	5.00	X	0	0	0
JESSICA BEINART
Vice President - Activities	5.00	X	0	0	0
SUZANNE ROSE
Vice President - School Store	5.00	X	0	0	0
SARAH THWEATT
Vice President -School store	5.00	X	0	0	0
KIM THOSS
Treasurer	5.00	X	0	0	0
TONYA BETTS
Recording secretary	5.00	X	0	0	0
COLLEEN MORRIS
Vice President - budget and Finance	5.00	X	0	0	0
LINDA ASHMAN
Corresponding secretary	5.00	X	0	0	0
SUSANA MONTEVERDE
Parliamentarian	5.00	X	0	0	0
MICHELLE NICKERSON
Vice President - Fundraising	5.00	X	0	0	0
MELINDA DAWES
Vice President - fundraising	5.00	X	0	0	0

Field	Value	IRS element (for citing)
Formers Listed	false	FormersListed
Total Comp GT150 K	false	TotalCompGT150K
Compensation From Other Sources	false	CompensationFromOtherSources
Membership Dues	29030	MembershipDues
All Other Contributions	6917	AllOtherContributions
Total Contributions	35947	TotalContributions
Gross Income Fundraising Events	176351	GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events	5217	CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses	86713	FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

Field	Value	IRS element (for citing)
Total Revenue Column	89638	TotalRevenueColumn
Exclusion	$89,638	ExclusionAmount

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	150071	GrossSalesOfInventory
Cost Of Goods Sold	52690	CostOfGoodsSold

Net Income Or Loss NetIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	97381	TotalRevenueColumn
Related Or Exempt Function Income	97381	RelatedOrExemptFunctionIncome

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	222966	TotalRevenueColumn
Related Or Exempt Function Income	97381	RelatedOrExemptFunctionIncome
Exclusion	$89,638	ExclusionAmount

Advertising Advertising

Field	Value	IRS element (for citing)
Total	100	Total
Program Services	100	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	0	Fundraising

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	3952	Total
Program Services	3952	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	0	Fundraising

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	1101	Total
Program Services	1101	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	0	Fundraising

Insurance Insurance

Field	Value	IRS element (for citing)
Total	670	Total
Program Services	670	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	0	Fundraising

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices
Faculty stipends	4424	4424
PTO Board grant expenses	169723	169723
New student orientation	1476	1476
Eight grade activities	25995	25995

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	23489	Total
Program Services	23489	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	0	Fundraising

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	230930	Total
Program Services	230930	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	0	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	246578	BOY
EOY	230534	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	246578	BOY
EOY	230534	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	49153	BOY
EOY	41073	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	49153	BOY
EOY	41073	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	171529	BOY
EOY	175614	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	25896	BOY
EOY	13847	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	197425	BOY
EOY	189461	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	246578	BOY
EOY	230534	EOY

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	X	InfoInScheduleOPartXI
Reconcilation Revenue Expenses	-7964	ReconcilationRevenueExpenses
Method Of Accounting Cash	X	MethodOfAccountingCash
Accountant Compile Or Review	false	AccountantCompileOrReview
FS Audited	false	FSAudited
Federal Grant Audit Required	false	FederalGrantAuditRequired

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org509a2	X	PubliclySupportedOrg509a2
Public Support Total170	0	PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

Field	Value	IRS element (for citing)
Total	0	Total

Field	Value	IRS element (for citing)
Public Support Pertcentage170	0	PublicSupportPertcentage170

Gifts Grants Contrib Received509 GiftsGrantsContribReceived509

Field	Value	IRS element (for citing)
Current Tax Year Minus2 Years	64168	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	54240	CurrentTaxYearMinus1Year
Current Tax Year	35947	CurrentTaxYear
Total	154355	Total

Gross Receipts From Admissions GrossReceiptsFromAdmissions

Field	Value	IRS element (for citing)
Current Tax Year Minus2 Years	172916	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	286904	CurrentTaxYearMinus1Year
Current Tax Year	326422	CurrentTaxYear
Total	786242	Total

Total509 Total509

Field	Value	IRS element (for citing)
Current Tax Year Minus2 Years	237084	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	341144	CurrentTaxYearMinus1Year
Current Tax Year	362369	CurrentTaxYear
Total	940597	Total

Field	Value	IRS element (for citing)
Public Support Total509	940597	PublicSupportTotal509

Total Support Total TotalSupportTotal

Field	Value	IRS element (for citing)
Total	940597	Total

Field	Value	IRS element (for citing)
First5 Years509	X	First5Years509
Public Support Percentage509	0	PublicSupportPercentage509
Investment Income Percentage	0	InvestmentIncomePercentage

Schedule G IRS990ScheduleG

Events Information EventsInformation

Field	Value	IRS element (for citing)
Name Of Event1	Evening with the Stars	NameOfEvent1
Gross Receipts Event1	80541	GrossReceiptsEvent1
Gross Revenue Event1	80541	GrossRevenueEvent1
Other Direct Expenses Event1	37979	OtherDirectExpensesEvent1
Name Of Event2	Cherry Dale Farms	NameOfEvent2
Gross Receipts Event2	31568	GrossReceiptsEvent2
Gross Revenue Event2	31568	GrossRevenueEvent2
Other Direct Expenses Event2	18155	OtherDirectExpensesEvent2
Total Number Of Other Events	5	TotalNumberOfOtherEvents
Gross Receipts Other Events	64242	GrossReceiptsOtherEvents
Gross Revenue Other Events	64242	GrossRevenueOtherEvents
Other Direct Expenses Other Events	30579	OtherDirectExpensesOtherEvents
Gross Receipts Total	176351	GrossReceiptsTotal
Gross Revenue Total Events	176351	GrossRevenueTotalEvents
Other Direct Expenses Total Events	86713	OtherDirectExpensesTotalEvents
Direct Expense Summary Events	86713	DirectExpenseSummaryEvents
Net Income Summary	89638	NetIncomeSummary

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (11 entries)

IdentifierIdentifier	ExplanationExplanation
Pt VI, Line 11b	The organization's Form 990 is presented to the
Pt VI, Line 11b	Vice Presient - Budget and Finance who reviews and signs it.
Pt VI, Line 15b	All officers are voluntary positions - no
Pt VI, Line 15b	compensation is paid.
Pt VI, Line 19	Documents are available to the public upon written request.
Pt XI	Organization is a successor to the Parent Teacher
Pt XI	Organization of Pin Oak Middle School. All of the
Pt XI	assets (which consisted solely of cash) were transferred
Pt XI	from the Parent Teacher Organization of Pin Oak
Pt XI	Middle School to Pin Oak Middle School P.T.O., Inc.
Form 990, Part IX, Line 24f	BANK SERVICE CHARGES AND RETURNED CHECKS 107. 107. 0. 0. CREDIT CARD SERVICE FEES 4980. 4980. 0. 0. MISCELLANEOUS 767. 767. 0. 0. BEAUTIFICATION 9810. 9810. 0. 0. HOSPITALITY 1856. 1856. 0. 0. PRINTING AND COPYING 464. 464. 0. 0. SUPPLIES 170. 170. 0. 0. FACULTY AND STAFF APPRECIATION 5335. 5335. 0. 0.