BETA

INDIAN VALLEY PARENT TEACHER ORGANIZATION: Form 990EZ, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
INDIAN VALLEY PARENT TEACHER ORGANIZATION (EIN 68-0152373)
Tax period
2023-07-01 to 2024-06-30
Filed
2024-11-19
IRS object ID
202403249349201030
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)
Return2024-11-19T12:58:47-08:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN205749730PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Terri T Crinnion CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line19481 Thunderbird PlaceAddressLine1Txt
CitySan RamonCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94583ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN680152373EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Indian Valley Parent TeacherBusinessNameLine1Txt
Business Name Line2OrganizationBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlINDIBusinessNameControlTxt
Phone9259446828PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1551 Marshall DriveAddressLine1Txt
CityWalnut CreekCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94598ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSandra NaughtonPersonNm
Person TitleTreasurerPersonTitleTxt
Signature2024-11-19SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTerri T CrinnionPreparerPersonNm
PTINP00051281PTIN
Phone9258285309PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website Addresshttp://ivpto.org/WebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$76,147GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$27,851ContributionsGiftsGrantsEtcAmt
Program Service Revenue$8,377ProgramServiceRevenueAmt
Investment Income$1,163InvestmentIncomeAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Fundraising Gross Income$38,756FundraisingGrossIncomeAmt
Special Events Direct Expenses$15,994SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$22,762SpecialEventsNetIncomeLossAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Total Revenue$60,153TotalRevenueAmt
Grants And Similar Amounts Paid$10,000GrantsAndSimilarAmountsPaidAmt
Other Expenses Total$53,200OtherExpensesTotalAmt
Total Expenses$63,200TotalExpensesAmt
Excess Or Deficit For Year-$3,047ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$212,448NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$209,401NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$212,448BOYAmt
EOY$209,401EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$212,448BOYAmt
EOY$209,401EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$212,448BOYAmt
EOY$209,401EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposeThe specific purpose of the organization is to support and promote the welfare and education of elementary school age children at Indian Valley Elementary School.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomVarious educational programs are supported at Indian Valley Elementary School through partial funding of teachers, supplies, and equipment. Educational programs include science programs, fine arts, library/media, physical education, general education curriculum, and field trips. In addition support was provided for health safety/disaster, family programs, teacher continuing education, yearbook and directory costs.DescriptionProgramSrvcAccomTxt
Grants And Allocations$10,000GrantsAndAllocationsAmt
Program Service Expenses$58,638ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$58,638TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (9 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Jen Saper
VP Comm1.00$0
Marianne Hutchins
VP Site Council1.00$0
Cathy Barsotti
President2.00$0
Lindsey Jackson
VP Room Parents1.00$0
Priyanka Holmes
Vice President1.00$0
A Alekna L Freeman
VP Fam Involv1.00$0
Soledad Velasco
Auditor0.50$0
G Dinakaran S Naughton
Treasurer1.00$0
Ashley Marsh
VP Outreach1.00$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)
PersonSandra NaughtonPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1551 Marshall DriveAddressLine1Txt
CityWalnut CreekCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94598ZIPCd
FieldValueIRS element (for citing)
Phone9259446828PhoneNum
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)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type3 Func IntYes (X)SupportingOrgType3FuncIntInd
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1Walnut Creek School DistrictBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN690931380EIN
Organization Type2OrganizationTypeCd
Governing Document ListedfalseGoverningDocumentListedInd
Support$0SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (true)ListedByNameGoverningDocInd
Suprt Org No IRS DeterminationfalseSuprtOrgNoIRSDeterminationInd
Supported Org Section C456falseSupportedOrgSectionC456Ind
Supported Org Not Organized USfalseSupportedOrgNotOrganizedUSInd
Organization Change Suprt OrgfalseOrganizationChangeSuprtOrgInd
Support Non Supported OrgfalseSupportNonSupportedOrgInd
Payment Substantial ContribtrfalsePaymentSubstantialContribtrInd
Loan Disqualified PersonfalseLoanDisqualifiedPersonInd
Controlled Disqualified PrsnfalseControlledDisqualifiedPrsnInd
Disqualified Prsn Controll IntfalseDisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr IntfalseDisqualifiedPrsnOwnrIntInd
Excess Business Holdings RulesfalseExcessBusinessHoldingsRulesInd
Contribution ControllerfalseContributionControllerInd
Contribution FamilyfalseContributionFamilyInd
Contribution35 ControlledfalseContribution35ControlledInd

Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp

FieldValueIRS element (for citing)
Timely Provided DocumentsYes (true)TimelyProvidedDocumentsInd
Officers Close RelationshipYes (true)OfficersCloseRelationshipInd
Supported Org Voice InvestmentfalseSupportedOrgVoiceInvestmentInd

Form990 Sch A Type3 Func Int Form990SchAType3FuncIntGrp

FieldValueIRS element (for citing)
Activities TestYes (X)ActivitiesTestInd
Activities Further Exempt PrpsYes (true)ActivitiesFurtherExemptPrpsInd
Activities Engaged Org InvlmntfalseActivitiesEngagedOrgInvlmntInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePart IV, Section E, Line 2a: Identify Supported Orgs. and Explain How Activities Furthered Exempt PuFormAndLineReferenceDesc
ExplanationThe specific purpose of the organization is to support and promote the welfare and education of elementary school age children at Indian Valley Elementary School.ExplanationTxt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1AuctionEvent1Nm
Gross Receipts Event1$47,194GrossReceiptsEvent1Amt
Charitable Contri Event1$8,678CharitableContriEvent1Amt
Gross Revenue Event1$38,516GrossRevenueEvent1Amt
Other Direct Expenses Event1$6,496OtherDirectExpensesEvent1Amt
Gross Receipts Total$47,194GrossReceiptsTotalAmt
Charitable Contributions Tot$8,678CharitableContributionsTotAmt
Gross Revenue Total Events$38,516GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$6,496OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$6,496DirectExpenseSummaryEventsAmt
Net Income Summary$32,020NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (23 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Grants and Similar Amounts Paid In Excess of $5,000.1| Donee's Name: Walnut Creek Ed Foundation | Donee's Address: PO Box 186 Walnut Creek CA 94597 | Cash Amount Given: $10000
Other Expenses.1012Insurance $700
Other Expenses.1Teacher Allotments $11766
Other Expenses.2Yearbook Costs $9195
Other Expenses.3Parent Fund Expense $7198
Other Expenses.4Library Media Books $5636
Other Expenses.5Staff Appreciation $3335
Other Expenses.6Field Trips $3320
Other Expenses.7Family Involvement $2096
Other Expenses.8IDEA Program $1931
Other Expenses.9Teacher Supplies $1778
Other Expenses.105th Grade Promotion $1755
Other Expenses.11Bank Charges/Credit Card $1402
Other Expenses.12Tax Preparation $910
Other Expenses.13Operating Costs Q Books $660
Other Expenses.14Misc General Fundraising $376
Other Expenses.15Misc $329
Other Expenses.16Health & Fitness $252
Other Expenses.17Prior year Exp $228
Other Expenses.18Contingency Fund $125
Other Expenses.19Google Meet Subscription $100
Other Expenses.20Hospitality $58
Other Expenses.21Attny General Fees $50

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.