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HIDDEN VALLEY PTO INC: Form 990EZ, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
HIDDEN VALLEY PTO INC (EIN 46-0608637)
Tax period
2022-08-01 to 2023-07-31
Filed
2024-03-22
IRS object ID
202400829349200285
Schema version
2022v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-03-22T16:40:29-07:00ReturnTs
Tax Period End2023-07-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN880831235PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Eva T Holm CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line126 Jordan AvenueAddressLine1Txt
CitySan AnselmoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94960ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2022-08-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN460608637EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Hidden Valley PTOBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHIDDBusinessNameControlTxt
Phone4154887721PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line146 Green Valley CourtAddressLine1Txt
CitySan AnselmoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94960ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDawn MayerPersonNm
Person TitleTreasurerPersonTitleTxt
Signature2024-03-21SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDawnPersonFirstNm
Person LastMayerPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonEva T HolmPreparerPersonNm
PTINP00438495PTIN
Phone4152970752PhoneNum
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressN/AWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$71,195GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$1,404ContributionsGiftsGrantsEtcAmt
Investment Income$68InvestmentIncomeAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Fundraising Gross Income$69,723FundraisingGrossIncomeAmt
Special Events Direct Expenses$5,725SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$63,998SpecialEventsNetIncomeLossAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Total Revenue$65,470TotalRevenueAmt
Grants And Similar Amounts Paid$58,899GrantsAndSimilarAmountsPaidAmt
Other Expenses Total$1,551OtherExpensesTotalAmt
Total Expenses$60,450TotalExpensesAmt
Excess Or Deficit For Year$5,020ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$104,773NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$109,793NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$119,876BOYAmt
EOY$125,029EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$119,876BOYAmt
EOY$125,029EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$15,103BOYAmt
EOY$15,236EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$104,773BOYAmt
EOY$109,793EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposeFund parent, student and teacher activitiesPrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomFund parent, student and teacher activities.DescriptionProgramSrvcAccomTxt
Grants And Allocations$58,899GrantsAndAllocationsAmt
Program Service Expenses$58,899ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$58,899TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (3 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Dawn Mayer
Treasurer2.00$0
Gina Davis
Secretary1.00$0
Jill Nail
President1.00$0
FieldValueIRS element (for citing)
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptfalseChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonDawn MayerPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line146 Green Valley CourtAddressLine1Txt
CitySan AnselmoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94960ZIPCd
FieldValueIRS element (for citing)
Phone4154887721PhoneNum
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccountInd
Foreign OfficefalseForeignOfficeInd
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
School OperatingfalseSchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (true)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,200CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,540CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,313CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,484CurrentTaxYearMinus1YearAmt
Current Tax Year$1,404CurrentTaxYearAmt
Total$8,941TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,200CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,540CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,313CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,484CurrentTaxYearMinus1YearAmt
Current Tax Year$1,404CurrentTaxYearAmt
Total$8,941TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$0SubstantialContributorsTotAmt
Public Support Total170$8,941PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$44CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$38CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$11CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$13CurrentTaxYearMinus1YearAmt
Current Tax Year$68CurrentTaxYearAmt
Total$174TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$9,115TotalSupportAmt
Public Support CY1700.98090PublicSupportCY170Pct
Public Support PY1700.98580PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Fun RunEvent1Nm
Gross Receipts Event1$69,548GrossReceiptsEvent1Amt
Gross Revenue Event1$69,548GrossRevenueEvent1Amt
Other Direct Expenses Event1$5,291OtherDirectExpensesEvent1Amt
Gross Receipts Total$69,548GrossReceiptsTotalAmt
Gross Revenue Total Events$69,548GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$5,291OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$5,291DirectExpenseSummaryEventsAmt
Net Income Summary$64,257NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Grants and Similar Amounts Paid In Excess of $5,000.1| Donee's Name: Hidden Valley Elementary School | Donee's Address: 46 Green Valley Court San Anselmo CA 94960 | Cash Amount Given: $58899
Other Expenses.1PTO expenditures $720
Other Expenses.2Website $681
Other Expenses.3Licenses & fees $71
Other Expenses.4Office supplies $60
Other Expenses.5Postage $19
Total Liabilities.1Restricted funds payable - Beginning $15103 Restricted funds payable - Ending $15236

Reasonable Cause Explanation ReasonableCauseExplanation

FieldValueIRS element (for citing)
ExplanationThis return was due originally on 12/15/23. The extended due date would have been 06/15/24. As tax preparer, I was responsible for filing the extension. I converted to Lacerte software for the 2022 tax year so this was my first tax year with Lacerte for this client. I previously used Drake tax software and Lacerte did not convert any tax files over for exempt organizations. I only file a handful of 990s and missed setting this up in Lacerte in time to file the extension. I realzied my error when I went to file the return now. 2023 was also a challenging year for me here in California with the extensions being automatic through to November. I have a small practice and am the only tax preparer. Please accept this as reasonable cause for this tax year. Thank you.ExplanationTxt

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