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MORGAN ELEMENTARY PTO: Form 990EZ, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
MORGAN ELEMENTARY PTO (EIN 38-3704501)
Tax period
2022-07-01 to 2023-06-30
Filed
2024-05-14
IRS object ID
202421359349207727
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)
Return2024-05-14T18:24:05-05:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN472544071PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ATLAS CPAS & ADVISORS PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11230 SPRINGFIELD PIKEAddressLine1Txt
CityCINCINNATICityNm
State AbbreviationOHStateAbbreviationCd
ZIP45215ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN383704501EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MORGAN ELEMENTARY PTOBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMORGBusinessNameControlTxt
Phone5137381986PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13427 CHAPEL RDAddressLine1Txt
CityHAMILTONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45013ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonAUTUMN B BROCKPersonNm
Person TitleTREASURERPersonTitleTxt
Phone5137381986PhoneNum
Signature2024-05-14SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstAUTUMNPersonFirstNm
Person LastBROCKPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJENNIFER BOEHMPreparerPersonNm
PTINP02077673PTIN
Phone5137714100PhoneNum
Preparation2024-05-07PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
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$60,566GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$12,139ContributionsGiftsGrantsEtcAmt
Investment Income$5InvestmentIncomeAmt
Fundraising Gross Income$48,422FundraisingGrossIncomeAmt
Special Events Direct Expenses$32,168SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$16,254SpecialEventsNetIncomeLossAmt
Total Revenue$28,398TotalRevenueAmt
Fees And Other Pymt To Ind Cntrct$750FeesAndOtherPymtToIndCntrctAmt
Occupancy Rent Utlts And Maint$75OccupancyRentUtltsAndMaintAmt
Other Expenses Total$27,557OtherExpensesTotalAmt
Total Expenses$28,382TotalExpensesAmt
Excess Or Deficit For Year$16ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$55,352NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$55,368NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$55,352BOYAmt
EOY$41,954EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$13,414EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$55,352BOYAmt
EOY$55,368EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$55,352BOYAmt
EOY$55,368EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeMORGAN ELEMENTARY PTO STRIVES TO PROMOTE A COOPERATIVE RELATIONSHIP AMONG PARENTS, TEACHERS AND STUDENTS IN ORDER TO ENHANCE THE EDUCATION ENVIRONMENT AND EXPERIENCE OF ITS STUDENTS.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomHOST EXTRACURRICULAR ACTIITIES THAT ENCOURAGE FAMILY INVOLVEMENT AND COMMUNITY OUTREACH. SUPPORT SCHOOL ACTIVITIES AND INCREASE SCHOOL SPIRIT. SUPPORT THE SCHOOL STAFF. COORDINATE VOLUNTEER PARTICIPATION TO SUPPORT SCHOOL PROGRAMS. RAISE FUNDS FOR SUPPLEMENTAL SERVICES, EQUIPMENT AND SUPPLIES.DescriptionProgramSrvcAccomTxt
Grants And Allocations$0GrantsAndAllocationsAmt
Program Service Expenses$23,991ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$23,991TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (5 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SARA SCHOENECKER
PRESIDENT10.00$0$0$0
ABBY PAYNE
VICE PRESIDENT3.00$0$0$0
AUTUMN BREE BROCK
TREASURER5.00$0$0$0
ANNA NIESE
CO-SECRETARY2.00$0$0$0
BRITTANY GENTRY
CO-SECRETARY2.00$0$0$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt0ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI0OrganizationHadUBIInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Made Loans To From Officers0MadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AUTUMN B BROCKBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line13427 CHAPEL RDAddressLine1Txt
CityHAMILTONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45013ZIPCd
FieldValueIRS element (for citing)
Phone5137381936PhoneNum
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
School Operating0SchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (1)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,725CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$17,572CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$8,499CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$14,997CurrentTaxYearMinus1YearAmt
Current Tax Year$12,139CurrentTaxYearAmt
Total$58,932TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$52,343CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$49,137CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$22,187CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$47,365CurrentTaxYearMinus1YearAmt
Current Tax Year$56,299CurrentTaxYearAmt
Total$227,331TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$58,068CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$66,709CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$30,686CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$62,362CurrentTaxYearMinus1YearAmt
Current Tax Year$68,438CurrentTaxYearAmt
Total$286,263TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$286,263PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5CurrentTaxYearMinus1YearAmt
Current Tax Year$5CurrentTaxYearAmt
Total$26TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5CurrentTaxYearMinus1YearAmt
Current Tax Year$5CurrentTaxYearAmt
Total$26TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$58,074CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$66,714CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$30,691CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$62,367CurrentTaxYearMinus1YearAmt
Current Tax Year$68,443CurrentTaxYearAmt
Total$286,289TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.99990PublicSupportCY509Pct
Public Support PY5090.99990PublicSupportPY509Pct
Investment Income CY0.00010InvestmentIncomeCYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1CARNIVALEvent1Nm
Gross Receipts Event1$28,258GrossReceiptsEvent1Amt
Charitable Contri Event1$7,877CharitableContriEvent1Amt
Gross Revenue Event1$20,381GrossRevenueEvent1Amt
Other Direct Expenses Event1$8,145OtherDirectExpensesEvent1Amt
Event2SANTA SHOPEvent2Nm
Gross Receipts Event2$11,022GrossReceiptsEvent2Amt
Gross Revenue Event2$11,022GrossRevenueEvent2Amt
Other Direct Expenses Event2$8,972OtherDirectExpensesEvent2Amt
Other Events Total6OtherEventsTotalCnt
Gross Receipts Other Events$20,663GrossReceiptsOtherEventsAmt
Gross Revenue Other Events$20,663GrossRevenueOtherEventsAmt
Oth Direct Expnss Other Events$18,695OthDirectExpnssOtherEventsAmt
Gross Receipts Total$59,943GrossReceiptsTotalAmt
Charitable Contributions Tot$7,877CharitableContributionsTotAmt
Gross Revenue Total Events$52,066GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$35,812OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$35,812DirectExpenseSummaryEventsAmt
Net Income Summary$16,254NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOMEDESCRIPTION: . AMOUNT: 5.
FORM 990-EZ, PART I, LINE 14DESCRIPTION: DEPRECIATION. AMOUNT: 75.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: 3RD GRADE FUN DAY. AMOUNT: 1,000. DESCRIPTION: ADVERTISING & MARKETING. AMOUNT: 600. DESCRIPTION: AR SHOP. AMOUNT: 573. DESCRIPTION: BOOK FAIR VOUCHERS. AMOUNT: 5,000. DESCRIPTION: BUS DRIVER APPRECIATION. AMOUNT: 246. DESCRIPTION: COOKIES WITH SANTA. AMOUNT: 751. DESCRIPTION: INSURANCE. AMOUNT: 100. DESCRIPTION: MOVIE NIGHT EXPENSE. AMOUNT: 308. DESCRIPTION: MUM FUNDRAISER EXPENSE. AMOUNT: 2,814. DESCRIPTION: OFFICE/GENERAL ADMINISTRATION EXPENSE. AMOUNT: 50. DESCRIPTION: REIMBURSABLE EXPENSE. AMOUNT: 1,286. DESCRIPTION: STAFF APPRECIATION. AMOUNT: 6,258. DESCRIPTION: STUDENT COUNCIL EXPENSE REIMBURSEMENT. AMOUNT: 1,946. DESCRIPTION: TEACHER REIMBURSEMENT. AMOUNT: 6,625. TOTAL TO FORM 990-EZ, LINE 16: 27,557.
FORM 990-EZ, PART II, LINE 24 - OTHER ASSETSDESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 13,414.

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

FieldValueIRS element (for citing)
DeclarationTHE 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.DeclarationDesc

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