DONOVAN PTO: Form 990EZ, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- DONOVAN PTO (EIN 26-3229678)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2023-09-12
- IRS object ID
- 202322559349201317
- Schema version
- 2022v5.0
- 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 | 2023-09-12T18:01:53-04:00 | ReturnTs |
| Tax Period End | 2023-06-30 | 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 | 2022-07-01 | 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 | 5139345400 | 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 | CARRIE HUFF | PersonNm |
| Person Title | CO-TREASURER | PersonTitleTxt |
| Phone | 5139345400 | PhoneNum |
| Signature | 2023-09-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CARRIE | PersonFirstNm |
| Person Last | HUFF | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 | 2023-09-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | 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 | $49,491 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $1,692 | ContributionsGiftsGrantsEtcAmt |
| Fundraising Gross Income | $47,799 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $21,501 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $26,298 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $27,990 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $165 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $50 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $64,980 | OtherExpensesTotalAmt |
| Total Expenses | $65,195 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$37,205 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $86,871 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $49,666 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,871 | BOYAmt |
| EOY | $49,666 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,871 | BOYAmt |
| EOY | $49,666 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,871 | BOYAmt |
| EOY | $49,666 | 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 | Grants And AllocationsGrantsAndAllocationsAmt |
|---|---|---|
| ASSIST WITH SCHOOL EDUCATIONAL AND ENTERTAINMENT PROGRAMS, CLASSROOM OR SCHOOL IMPROVEMENTS AND CLASSROOM SUPPLIES. | $58,420 | |
| STUDENT INCENTIVE GIFTS TO ENCOURAGE ATTENDANCE, PARTICIPATION AND GOOD CONDUCT. STAFF APPRECIATION GIFTS, MEALS OR EVENTS. | $4,525 | $165 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $62,945 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (8 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| ANGELA DAVIDSON | ||
| CO-PRESIDENT | 1.00 | $0 |
| SARAH STATUP | ||
| CO-PRESIDENT | 1.00 | $0 |
| BRITTANY MILLER | ||
| CO-VICE PRES | 1.00 | $0 |
| WHITNEY TAYLOR | ||
| CO-VICE PRES | 1.00 | $0 |
| ASHLEY BRAMMER | ||
| CO-SECRETARY | 1.00 | $0 |
| KATIE COLEMAN | ||
| CO-VICE PRES | 1.00 | $0 |
| JESSY HUFF | ||
| CO-TREASURER | 1.00 | $0 |
| CARRIE HUFF | ||
| CO-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 | JESSY HUFF | 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 | 5139345400 | 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 | $2,244 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,655 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $525 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $734 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,692 | CurrentTaxYearAmt |
| Total | $6,850 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,154 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,366 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,800 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $564 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,065 | CurrentTaxYearAmt |
| Total | $48,949 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $97,888 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $77,443 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $48,831 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $67,830 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,734 | CurrentTaxYearAmt |
| Total | $319,726 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $115,286 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $89,464 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $52,156 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $69,128 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $49,491 | CurrentTaxYearAmt |
| Total | $375,525 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $375,525 | PublicSupportTotal509Amt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $96 | CurrentTaxYearMinus4YearsAmt |
| Total | $96 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $115,382 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $89,464 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $52,156 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $69,128 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $49,491 | CurrentTaxYearAmt |
| Total | $375,621 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99970 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99940 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III, LINE 12 | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS INCOME 96 | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | COOKIE DOUGH SA | Event1Nm |
| Gross Receipts Event1 | $19,741 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $19,741 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $2,683 | OtherDirectExpensesEvent1Amt |
| Event2 | READ A THON | Event2Nm |
| Gross Receipts Event2 | $8,201 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $8,201 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $69 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $11,864 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $11,864 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $14,961 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $39,806 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $39,806 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $17,713 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $17,713 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $22,093 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 16 | EXPENSES CRICUT SUPPLIES 454 PTO MANAGER SOFTWARE 129 INSURANCE 1,605 BANK FEES 12 FIELD TRIPS 7,115 END OF YEAR CARNIVAL 4,682 LUNCH INCENTIVES 54 PUMPKIN DROP CANDY 128 TEACHERS/STAFF MEALS/APPR 4,306 VETERANS DAY ASSEMBLY 379 PLAYGROUND EQUIPMENT 40,178 PRIOR YEAR TAX/BUSING/MIS 5,938 TOTAL 64,980 |
| 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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