HAMILTON RIDGE PTC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
HAMILTON RIDGE PTC (EIN 85-1473572)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-15
IRS object ID
202333199349108553
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

FieldValueIRS element (for citing)
Return2023-11-15T17:57:11-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410738189PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LETHERT SKWIRA SCHULTZ & CO LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1170 7TH PL E STE 100AddressLine1Txt
CitySAINT PAULCityNm
State AbbreviationMNStateAbbreviationCd
ZIP551012361ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN851473572EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HAMILTON RIDGE PTCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHAMIBusinessNameControlTxt
Phone9524617800PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18100 157TH STAddressLine1Txt
CitySAVAGECityNm
State AbbreviationMNStateAbbreviationCd
ZIP553781314ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKATHERINE MCCALLPersonNm
Person TitleTREASURERPersonTitleTxt
Phone9524617800PhoneNum
Signature2023-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJESSICAPersonFirstNm
Person LastOLSTADPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLEANN J JOHNSON CPAPreparerPersonNm
PTINP01294732PTIN
Phone6512245721PhoneNum
Preparation2023-11-15PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$34,415FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$37,953ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Total Rev And Expnss$37,953TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Other Prof Fees Rev And Expnss$400OtherProfFeesRevAndExpnssAmt
Other Prof Fees Dsbrs Chrtbl$400OtherProfFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss$51,504OtherExpensesRevAndExpnssAmt
Other Expenses Adj Net Incm$2,432OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$48,153OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$51,904TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$2,432TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$48,553TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$51,904TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$2,432TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$48,553TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$13,951ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$48,366CashBOYAmt
Cash EOY$34,415CashEOYAmt
Cash EOYFMV$34,415CashEOYFMVAmt
Total Assets BOY$48,366TotalAssetsBOYAmt
Total Assets EOY$34,415TotalAssetsEOYAmt
Total Assets EOYFMV$34,415TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$48,366NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$34,415NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$48,366TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$34,415TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$48,366TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$34,415TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$48,366TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$13,951ExcessRevenueOverExpensesAmt
Subtotal$34,415SubtotalAmt
Tot Net Ast Or Fund Balances EOY$34,415TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMNOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressHTTPS://HR_PTC.MAILCHIMPSITES.COM/WebsiteAddressTxt
Individual With BooksKATHERINE MCCALLIndividualWithBooksNm
Phone9524617800PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line116238 PARKVIEW DR SEAddressLine1Txt
CityPRIOR LAKECityNm
State AbbreviationMNStateAbbreviationCd
ZIP55372ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
KATHERINE MCCALL
16238 PARKVIEW DR SEPRIOR LAKEMN55372TREASURER1.00$0$0$0
NICOLE KLEKNER
14907 VIRGINA AVE SSAVAGEMN55378VICE PRESIDE1.00$0$0$0
HOLLY FICEK
8340 159TH STSAVAGEMN55378PRESIDENT1.00$0$0$0
KELSEY KNOX
14656 SUMTER AVESAVAGEMN55378SECRETARY1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1SUPPORT OF HAMILTON RIDGE ELEMENTARY STAFF AND STUDENTSDescription1Txt
Expenses1$45,076Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$41,390AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$41,390TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$41,390AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$621CashDeemedCharitableAmt
Net Vl Noncharitable Assets$40,769NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,038MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,038MinimumInvestmentReturnAmt
Distributable Before Adj$2,038DistributableBeforeAdjAmt
Distributable Before Ded$2,038DistributableBeforeDedAmt
Distributable As Adjusted$2,038DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$48,553ExpensesAndContributionsAmt
Qualifying Distributions$48,553QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,038DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1$50,250ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$50,250TotalExcessDistributionCyovAmt
Qualifying Distributions$48,553QualifyingDistributionsAmt
Applied To Current Year$2,038AppliedToCurrentYearAmt
Remaining Distri From Corpus$46,515RemainingDistriFromCorpusAmt
Total Corpus$96,765TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$96,765ExcessDistriCyovToNextYrAmt
Excess From Year1$50,250ExcessFromYear1Amt
Excess From Current Year$46,515ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (19 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
ADVERTISING$20$20
PAYMENTS TO AFFILIATES$456$456
PLAY EQUIPMENT$30,747$29,828
TEACHER STIPENDS$4,580$4,580
FIELD TRIPS$2,591$2,591
TEACHER APPRECIATION$813$813
SUPPLIES FOR STUDENTS$4,535$4,535
PLANNERS$1,295$1,295
CONFERENCE MEALS$632$632
PTC MEETING MEALS$109$109
SUPPLIES$313$313
FOOD AND BEVERAGE FOR EVENTS$897$897
PRIZES FOR EVENTS$288$288
ESTEM DAY$2,317$2,317
BOOK FAIR EXPENSES$1,106$1,106
BANK FEES$31$31
FILING FEE$275$275
FUNDRAISING EXPENSES$499$499

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryCONTRACTORCategoryTxt
Amt$400Amt
Disbursements Charitable Prps$400DisbursementsCharitablePrpsAmt

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