WEST ROCKHILL ELEMENTARY SCHOOL PTO INC: Form 990EZ, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WEST ROCKHILL ELEMENTARY SCHOOL PTO INC (EIN 37-1508485)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2024-07-26
- IRS object ID
- 202432089349200803
- Schema version
- 2023v5.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-07-26T12:11:18-04:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 814438134 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAX SMART ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 528 WEST MARKET STREET | AddressLine1Txt |
| City | PERKASIE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18944 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 371508485 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEST ROCKHILL ELEMENTARY SCHOOL | BusinessNameLine1Txt |
| Business Name Line2 | PTO INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEST | BusinessNameControlTxt |
| Phone | 2158696930 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 WASHINGTON AVENUE | AddressLine1Txt |
| City | SELLERSVILLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18960 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROSEANN DEARDEN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2158696930 | PhoneNum |
| Signature | 2024-07-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NICOLE L SEARS EA | PreparerPersonNm |
| PTIN | P01786695 | PTIN |
| Phone | 6104430509 | PhoneNum |
| Preparation | 2024-07-26 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | WESTROCKHILLPTO.COM | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Other | Yes (X) | TypeOfOrganizationOtherInd |
| Type Of Organization Other | PTO | TypeOfOrganizationOtherDesc |
| Gross Receipts | $35,235 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $30,996 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $85 | InvestmentIncomeAmt |
| Gaming Gross Income | $3,705 | GamingGrossIncomeAmt |
| Fundraising Gross Income | $449 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $4,720 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | -$566 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $30,515 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $225 | FeesAndOtherPymtToIndCntrctAmt |
| Printing Publications Postage | $455 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $23,186 | OtherExpensesTotalAmt |
| Total Expenses | $23,866 | TotalExpensesAmt |
| Excess Or Deficit For Year | $6,649 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $72,780 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $79,429 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,780 | BOYAmt |
| EOY | $79,429 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,780 | BOYAmt |
| EOY | $79,429 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,780 | BOYAmt |
| EOY | $79,429 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | SUPPORT WEST ROCKHILL ELEMENTARY SCHOOL, STUDENTS, FACULTY AND STAFF | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | ASSEMBLIES - SEVERAL PER YEAR, ALL STUDENTS BENEFIT - VARIOUS TOPICS INCLUDING ARTS, SCIENCE AND HISTORY CURRICULUM ENHANCEMENT AND SUPPLIES FIELD TRIPS FOR EACH GRADE LEVEL. | DescriptionProgramSrvcAccomTxt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (5 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| ALYSSA GUERS | ||
| PRESIDENT | 1.00 | $0 |
| KATE MCBRIDE | ||
| VICE PRESIDE | 0.25 | $0 |
| LESLIE WARNER | ||
| SECRETARY | 0.50 | $0 |
| ROSEANN DEARDEN | ||
| TREASURER | 2.00 | $0 |
| NICOLE SEARS | ||
| TREASURER | 1.50 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROSEANN DEARDEN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 WASHINGTON AVENUE | AddressLine1Txt |
| City | SELLERSVILLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18960 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2158696930 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,227 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,044 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,408 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,734 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,996 | CurrentTaxYearAmt |
| Total | $90,409 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $4,708 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,239 | CurrentTaxYearAmt |
| Total | $8,947 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,227 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,044 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,408 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $36,442 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $35,235 | CurrentTaxYearAmt |
| Total | $99,356 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $99,356 | PublicSupportTotal509Amt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,227 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,044 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,408 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $36,442 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $35,235 | CurrentTaxYearAmt |
| Total | $99,356 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 1.00000 | PublicSupportCY509Pct |
| Public Support PY509 | 1.00000 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | RACE FOR EDUCAT | Event1Nm |
| Gross Receipts Event1 | $30,449 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $30,000 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $449 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $3,540 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $30,449 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $30,000 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $449 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $3,540 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $3,540 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$3,091 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990-EZ, PART I, LINE 16 | FormAndLineReferenceDesc |
| Explanation | EXPENSES OFFICE 139 INFORMATION TECHNOLOGY 139 FIELD TRIP EXPENSES 10,210 GRADUATING CLASS EXPENSES 1,432 SCHOOL PROGRAM EXPENSES 2,422 TEACHER APPRECIATION COST 6,147 SCHOOL WIDE SUPPLIES 2,697 TOTAL 23,186 | ExplanationTxt |
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