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MORGAN ELEMENTARY PTO: Form 990EZ, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
MORGAN ELEMENTARY PTO (EIN 38-3704501)
Tax period
2021-07-01 to 2022-06-30
Filed
2023-04-01
IRS object ID
202320919349200702
Schema version
2021v4.0
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)
Return2023-04-01T08:49:16-04:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

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 Begin2021-07-01TaxPeriodBeginDt

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)
PersonANGELA BALASHPersonNm
Person TitleTREASURERPersonTitleTxt
Phone5137381986PhoneNum
Signature2023-02-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstANGELAPersonFirstNm
Person LastBALASHPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTYLER M SCOTTPreparerPersonNm
PTINP01047519PTIN
Phone5137714100PhoneNum
Preparation2023-02-13PreparationDt
FieldValueIRS element (for citing)
Tax2021TaxYr
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$62,367GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$14,997ContributionsGiftsGrantsEtcAmt
Investment Income$5InvestmentIncomeAmt
Fundraising Gross Income$47,365FundraisingGrossIncomeAmt
Special Events Direct Expenses$33,322SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$14,043SpecialEventsNetIncomeLossAmt
Total Revenue$29,045TotalRevenueAmt
Fees And Other Pymt To Ind Cntrct$650FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total$22,443OtherExpensesTotalAmt
Total Expenses$23,093TotalExpensesAmt
Excess Or Deficit For Year$5,952ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$49,400NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$55,352NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$49,400BOYAmt
EOY$55,352EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$49,400BOYAmt
EOY$55,352EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$49,400BOYAmt
EOY$55,352EOYAmt
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 AccomTHE KEY ACCOMPLISHMENTS OF THE ORGANIZATION ARE: A.)HOST EXTRACURRICULAR ACTIVITIES THAT ENCOURAGE FAMILY INVOLVEMENT AND COMMUNITY OUTREACH B.) SUPPORT SCHOOL ACTIVITIES AND INCREASE SCHOOL SPIRIT C.) SUPPORT THE SCHOOL STAFF D.) COORDINATE VOLUNTEER PARTICIPATION TO SUPPORT SCHOOL PROGRAMS E.) RAISE FUNDS FOR SUPPLEMENTAL SERVICES, EQUIPMENT AND SUPPLIES.DescriptionProgramSrvcAccomTxt
Program Service Expenses$21,340ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$21,340TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (5 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
SARA SCHOENECKER
PRESIDENT8.00$0
DANIELLE RUSKAUP
CO-VICE PRES2.00$0
CANDICE MCCLAHAHAN
CO-VICE PRES4.00$0
ANGELA BALASH
TREASURER4.00$0
ABBY PAYNE
SECRETARY2.00$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
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonANGELA BALASHPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13427 CHAPEL RDAddressLine1Txt
CityHAMILTONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45013ZIPCd
FieldValueIRS element (for citing)
Phone5137381986PhoneNum
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)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$14,037CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,725CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$17,572CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8,499CurrentTaxYearMinus1YearAmt
Current Tax Year$14,997CurrentTaxYearAmt
Total$60,830TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$55,456CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$52,343CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$49,137CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$22,187CurrentTaxYearMinus1YearAmt
Current Tax Year$47,365CurrentTaxYearAmt
Total$226,488TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$69,493CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$58,068CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$66,709CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$30,686CurrentTaxYearMinus1YearAmt
Current Tax Year$62,362CurrentTaxYearAmt
Total$287,318TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$287,318PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5CurrentTaxYearMinus1YearAmt
Current Tax Year$5CurrentTaxYearAmt
Total$24TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5CurrentTaxYearMinus1YearAmt
Current Tax Year$5CurrentTaxYearAmt
Total$24TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$69,496CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$58,074CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$66,714CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$30,691CurrentTaxYearMinus1YearAmt
Current Tax Year$62,367CurrentTaxYearAmt
Total$287,342TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.99990PublicSupportCY509Pct
Public Support PY5090.99990PublicSupportPY509Pct
Investment Income CY0.00000InvestmentIncomeCYPct
Investment Income PY0.00000InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1CARNIVALEvent1Nm
Gross Receipts Event1$31,226GrossReceiptsEvent1Amt
Charitable Contri Event1$9,650CharitableContriEvent1Amt
Gross Revenue Event1$21,576GrossRevenueEvent1Amt
Other Direct Expenses Event1$15,967OtherDirectExpensesEvent1Amt
Event2SANTA SHOPEvent2Nm
Gross Receipts Event2$9,652GrossReceiptsEvent2Amt
Gross Revenue Event2$9,652GrossRevenueEvent2Amt
Other Direct Expenses Event2$6,171OtherDirectExpensesEvent2Amt
Other Events Total1OtherEventsTotalCnt
Gross Receipts Other Events$5,901GrossReceiptsOtherEventsAmt
Gross Revenue Other Events$5,901GrossRevenueOtherEventsAmt
Oth Direct Expnss Other Events$7,794OthDirectExpnssOtherEventsAmt
Gross Receipts Total$46,779GrossReceiptsTotalAmt
Charitable Contributions Tot$9,650CharitableContributionsTotAmt
Gross Revenue Total Events$37,129GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$29,932OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$29,932DirectExpenseSummaryEventsAmt
Net Income Summary$7,197NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 16EXPENSES ADVERTISING AND PROMOTION 550 OFFICE SUPPLIES 208 BANK FEES 135 INSURANCE 100 3RD GRADE FUN DAY 930 BUS DRIVER APPRECIATION 160 MOVIE NIGHT 989 HOSPITALITY TEACHER 483 PPE PANDEMIC ESSENTIALS 103 FIELD DAY 1,697 COSI 994 RIA PTO STARTUP 1,888 STUDENT COUNCIL REIMBURSE 3,732 STAFF APPREICATION 3,041 OH CHARITABLE REGISTRATIO 50 TEACHER SUPPORT 2,059 AR SHOP 591 ART SHOW 1,697 COOKIES WITH SANTA 428 BOOK FAIR 2,548 OTHER EXPENSES 60 TOTAL 22,443
FORM 990-EZ, PART IIIMORGAN 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.
FORM 990-EZ, PART III, LINE 28THE KEY ACCOMPLISHMENTS OF THE ORGANIZATION ARE: A.)HOST EXTRACURRICULAR ACTIVITIES THAT ENCOURAGE FAMILY INVOLVEMENT AND COMMUNITY OUTREACH B.) SUPPORT SCHOOL ACTIVITIES AND INCREASE SCHOOL SPIRIT C.) SUPPORT THE SCHOOL STAFF D.) COORDINATE VOLUNTEER PARTICIPATION TO SUPPORT SCHOOL PROGRAMS E.) RAISE FUNDS FOR SUPPLEMENTAL SERVICES, EQUIPMENT AND SUPPLIES.

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