DONOVAN PTO: Form 990EZ, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- DONOVAN PTO (EIN 26-3229678)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2024-11-01
- IRS object ID
- 202433069349201373
- 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 | 2024-11-01T15:26:29-04:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 311452851 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHENSON AND WARNER INC CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1502 UNIVERSITY BLVD STE E | AddressLine1Txt |
| City | HAMILTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 450113300 | 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 | 263229678 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DONOVAN PTO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DONO | BusinessNameControlTxt |
| Phone | 5139688383 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 JUSTICE DRIVE | AddressLine1Txt |
| City | LEBANON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TESSA THOMAS | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Signature | 2024-09-10 | 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 | LARRY F WARNER II CPA | PreparerPersonNm |
| PTIN | P01348894 | PTIN |
| Phone | 5138688600 | PhoneNum |
| Preparation | 2024-11-01 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | 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 | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Assoc | Yes (X) | TypeOfOrganizationAssocInd |
| Gross Receipts | $43,522 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $2,033 | ContributionsGiftsGrantsEtcAmt |
| Fundraising Gross Income | $41,489 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $18,779 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $22,710 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $24,743 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $1,250 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $18,339 | OtherExpensesTotalAmt |
| Total Expenses | $19,589 | TotalExpensesAmt |
| Excess Or Deficit For Year | $5,154 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $49,667 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $54,821 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,667 | BOYAmt |
| EOY | $54,821 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,667 | BOYAmt |
| EOY | $54,821 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,667 | BOYAmt |
| EOY | $54,821 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | TO PROVIDE A COMMUNICATION LINE BETWEEN PARENTS AND EDUCATORS IN ORDER TO HELP PROVIDE THE HIGHEST POSSIBLE LEVEL OF EDUCATION AND PHYSICAL AND MENTAL STANDARDS FOR STUDENTS OF DONOVAN ELEMENTARY SCHOOL. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|
| ASSIST WITH SCHOOL EDUCATIONAL AND ENTERTAINMENT PROGRAMS, CLASSROOM OR SCHOOL IMPROVEMENTS AND CLASSROOM SUPPLIES. | $12,992 |
| STUDENT INCENTIVE GIFTS TO ENCOURAGE ATTENDANCE, PARTICIPATION AND GOOD CONDUCT. STAFF APPRECIATION GIFTS, MEALS OR EVENTS. | $3,052 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $16,044 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (4 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| HAILEY STEPHESON | ||
| PRESIDENT | 1.00 | $0 |
| CHELCIE LISTER | ||
| VICE PRESIDE | 1.00 | $0 |
| JENNIFER PRENDERGAST | ||
| SECRETARY | 1.00 | $0 |
| TESSA THOMAS | ||
| TREASURER | 1.00 | $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 |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TESSA THOMAS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 JUSTICE DRIVE | AddressLine1Txt |
| City | LEBANON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5139688383 | 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 | $1,655 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $525 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $734 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,692 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,033 | CurrentTaxYearAmt |
| Total | $6,639 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,366 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,800 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $564 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,065 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,008 | CurrentTaxYearAmt |
| Total | $43,803 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $77,443 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $48,831 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $67,830 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $27,734 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $31,481 | CurrentTaxYearAmt |
| Total | $253,319 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $89,464 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $52,156 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $69,128 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $49,491 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $43,522 | CurrentTaxYearAmt |
| Total | $303,761 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $303,761 | PublicSupportTotal509Amt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $89,464 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $52,156 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $69,128 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $49,491 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $43,522 | CurrentTaxYearAmt |
| Total | $303,761 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 1.00000 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99970 | 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 | COOKIE DOUGH SA | Event1Nm |
| Gross Receipts Event1 | $18,241 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $18,241 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $1,503 | OtherDirectExpensesEvent1Amt |
| Event2 | CLASS T-SHIRTS | Event2Nm |
| Gross Receipts Event2 | $5,476 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $5,476 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $5,474 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $5,345 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $5,345 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $362 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $29,062 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $29,062 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $7,339 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $7,339 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $21,723 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 16 | EXPENSES OFFICE SUPPLIES & POSTAGE 50 CRICUT SUPPLIES 487 PTO MANAGER SOFTWARE 116 INSURANCE 1,630 BANK FEES 12 FIELD TRIPS 6,000 END OF YEAR CARNIVAL 3,236 STUDENT INCENTIVES/OTHER 178 PUMPKIN DROP CANDY 147 TEACHERS/STAFF MEALS/APPR 2,874 VETERANS DAY ASSEMBLY 173 PRIOR YEAR TAX/BUSING/MIS 2,700 HOLIDAY SING-A-LONG 45 ICE CREAM 691 TOTAL 18,339 |
| FORM 990-EZ, PART III | TO PROVIDE A COMMUNICATION LINE BETWEEN PARENTS AND EDUCATORS IN ORDER TO HELP PROVIDE THE HIGHEST POSSIBLE LEVEL OF EDUCATION AND PHYSICAL AND MENTAL STANDARDS FOR STUDENTS OF DONOVAN ELEMENTARY SCHOOL. |
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