EDINA HIGH SCHOOL PARENT TEACHER ORGANIZATION PTO: Form 990EZ, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
EDINA HIGH SCHOOL PARENT TEACHER ORGANIZATION PTO (EIN 30-0110445)
Tax period
2023-07-01 to 2024-06-30
Filed
2024-09-04
IRS object ID
202432489349201053
Schema version
2023v5.1
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)
Return2024-09-04T14:22:40-05:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN411399624PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ELLINGSON & ELLINGSON LTDBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15101 VERNON AVE S SUITE 501AddressLine1Txt
CityEDINACityNm
State AbbreviationMNStateAbbreviationCd
ZIP55436ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN300110445EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1EDINA HIGH SCHOOL PTOBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlEDINBusinessNameControlTxt
Phone9528483800PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16754 VALLEY VIEW RDAddressLine1Txt
CityEDINACityNm
State AbbreviationMNStateAbbreviationCd
ZIP554391761ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLYNN SCHMITTPersonNm
Person TitleTREASURERPersonTitleTxt
Phone9528483900PhoneNum
Signature2024-08-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCASEY MALMGRENPreparerPersonNm
PTINP03009922PTIN
Phone9529290315PhoneNum
Preparation2024-08-15PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-08-08 14:25:15ZBuildTS

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$35,586GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$33,390ContributionsGiftsGrantsEtcAmt
Program Service Revenue$2,194ProgramServiceRevenueAmt
Other Revenue Total$2OtherRevenueTotalAmt
Total Revenue$35,586TotalRevenueAmt
Grants And Similar Amounts Paid$12,137GrantsAndSimilarAmountsPaidAmt
Fees And Other Pymt To Ind Cntrct$800FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total$18,469OtherExpensesTotalAmt
Total Expenses$31,406TotalExpensesAmt
Excess Or Deficit For Year$4,180ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$34,060NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$38,240NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$34,060BOYAmt
EOY$38,240EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$34,060BOYAmt
EOY$38,240EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

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

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$34,060BOYAmt
EOY$38,240EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeTO SUPPORT AND ENHANCE THE EDUCATIONAL PROGRAMS AT EDINA HIGH SCHOOL AND OTHERS IN THE EDINA SCHOOL DISTRICT, INCLUDING THE SCHOOL BOARD AND ADMINISTRATION.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (4 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtProgram Service ExpensesProgramServiceExpensesAmt
PROVIDE ASSISTANCE AND APPRECIATION TO TEACHERS AND SCHOOL STAFF.$0$13,665
PROVIDE MINI GRANTS TO TEACHERS AND STUDENTS FOR VARIOUS EDUCATIONAL PROGRAMS OUTSIDE OF SCHOOL BUDGET.$0$12,137
TECHNOLOGY AND OTHER DISCRETIONARY EXPENSES TO SUPPORT TEACHERS AND SCHOOL STAFF.$0$3,373
OTHER EXPENSES RELATED TO PROGRAM SERVICES.$0$0
FieldValueIRS element (for citing)
Total Program Service Expenses$29,175TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (4 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PAUL PAETZEL
PRINCIPAL2.00$0$0$0
KERRIE HECKER
PRESIDENT2.00$0$0$0
SHARON KIMES
PRESIDENT-ELECT2.00$0$0$0
LYNN SCHMITT
TREASURER2.00$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 FldMNStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LYNN SCHMITTBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line16754 VALLEY VIEW RDAddressLine1Txt
CityEDINACityNm
State AbbreviationMNStateAbbreviationCd
ZIP55439ZIPCd
FieldValueIRS element (for citing)
Phone9528483900PhoneNum
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$33,645CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$29,034CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$26,104CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$26,541CurrentTaxYearMinus1YearAmt
Current Tax Year$33,390CurrentTaxYearAmt
Total$148,714TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$33,645CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$29,034CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$26,104CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$26,541CurrentTaxYearMinus1YearAmt
Current Tax Year$33,390CurrentTaxYearAmt
Total$148,714TotalAmt

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$148,714PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$18CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2CurrentTaxYearMinus1YearAmt
Current Tax Year$2CurrentTaxYearAmt
Total$26TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$18CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2CurrentTaxYearMinus1YearAmt
Current Tax Year$2CurrentTaxYearAmt
Total$26TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$5,936CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,800CurrentTaxYearMinus2YearsAmt
Current Tax Year$2,194CurrentTaxYearAmt
Total$10,930TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$33,663CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$34,972CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$28,906CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$26,543CurrentTaxYearMinus1YearAmt
Current Tax Year$35,586CurrentTaxYearAmt
Total$159,670TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.93140PublicSupportCY509Pct
Public Support PY5090.94500PublicSupportPY509Pct
Investment Income CY0.00020InvestmentIncomeCYPct
Investment Income PY0.00030InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 8 - OTHER REVENUEDESCRIPTION: INTEREST INCOME. AMOUNT: 2.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: CLASSROOM. GRANTEE NAME: EDINA HIGH SCHOOL. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 4,330.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: ENGLISH DEPARTMENT. GRANTEE NAME: EDINA HIGH SCHOOL. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 503.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: HEALTH OFFICE. GRANTEE NAME: EDINA HIGH SCHOOL. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 174.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: SPECIAL ED. GRANTEE NAME: EDINA HIGH SCHOOL. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 559.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: SCHOOL SUPPLIES. GRANTEE NAME: EDINA HIGH SCHOOL. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 6,571. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 12,137.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: AWARD CEREMONIES AND FACULTY RECOGNITION. AMOUNT: 5,412. DESCRIPTION: FACULTY MEALS. AMOUNT: 8,253. DESCRIPTION: OTHER DISCRETIONARY. AMOUNT: 588. DESCRIPTION: PROCESSING FEES. AMOUNT: 999. DESCRIPTION: TAX. AMOUNT: 27. DESCRIPTION: INSURANCE. AMOUNT: 404. DESCRIPTION: NOT ME. AMOUNT: 2,000. DESCRIPTION: SUPPLIES. AMOUNT: 786. TOTAL TO FORM 990-EZ, LINE 16: 18,469.

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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