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MORGAN ELEMENTARY PTO: Form 990EZ, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
MORGAN ELEMENTARY PTO (EIN 38-3704501)
Tax period
2023-07-01 to 2024-06-30
Filed
2025-05-14
IRS object ID
202541349349203354
Schema version
2023v6.0
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)
Return2025-05-14T11:09:39-05:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

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 Begin2023-07-01TaxPeriodBeginDt

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)
PersonBRIDGET WEGMANPersonNm
Person TitleTREASURERPersonTitleTxt
Phone5137381986PhoneNum
Signature2025-05-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJENNIFER BOEHMPreparerPersonNm
PTINP02077673PTIN
Phone5137714100PhoneNum
Preparation2025-05-07PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

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$68,911GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$26,596ContributionsGiftsGrantsEtcAmt
Investment Income$3InvestmentIncomeAmt
Fundraising Gross Income$42,312FundraisingGrossIncomeAmt
Special Events Direct Expenses$44,783SpecialEventsDirectExpensesAmt
Special Events Net Income Loss-$2,471SpecialEventsNetIncomeLossAmt
Total Revenue$24,128TotalRevenueAmt
Fees And Other Pymt To Ind Cntrct$1,075FeesAndOtherPymtToIndCntrctAmt
Occupancy Rent Utlts And Maint$899OccupancyRentUtltsAndMaintAmt
Other Expenses Total$23,390OtherExpensesTotalAmt
Total Expenses$25,364TotalExpensesAmt
Excess Or Deficit For Year-$1,236ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$55,368NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets-$234OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$53,898NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$41,954BOYAmt
EOY$41,383EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$13,414BOYAmt
EOY$12,515EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$55,368BOYAmt
EOY$53,898EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$55,368BOYAmt
EOY$53,898EOYAmt
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 AccomHOST EXTRACURRICULAR ACTIITIES THAT ENCOURAGE FAMILY INVOLVEMENT AND COMMUNITY OUTREACH. SUPPORT SCHOOL ACTIVITIES AND INCREASE SCHOOL SPIRIT. SUPPORT THE SCHOOL STAFF. COORDINATE VOLUNTEER PARTICIPATION TO SUPPORT SCHOOL PROGRAMS. RAISE FUNDS FOR SUPPLEMENTAL SERVICES, EQUIPMENT AND SUPPLIES.DescriptionProgramSrvcAccomTxt
Grants And Allocations$0GrantsAndAllocationsAmt
Program Service Expenses$22,166ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$22,166TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (6 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
TARA GILBERT
CO-VICE PRESIDENT10.00$0$0$0
NICOLE PETERS
PRESIDENT5.00$0$0$0
AUTUMN BREE BROCK
TREASURER5.00$0$0$0
KARI YAGER
CO-VICE PRESIDENT3.00$0$0$0
BRITTANY SIZEMORE
CO-SECRETARY5.00$0$0$0
ANNA NIESE
CO-SECRETARY2.00$0$0$0
FieldValueIRS element (for citing)
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt0ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI0OrganizationHadUBIInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Made Loans To From Officers0MadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BRIDGET WEGMANBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line13427 CHAPEL RDAddressLine1Txt
CityHAMILTONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45013ZIPCd
FieldValueIRS element (for citing)
Phone5137381936PhoneNum
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
School Operating0SchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (1)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$17,572CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,499CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$14,997CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$12,139CurrentTaxYearMinus1YearAmt
Current Tax Year$26,596CurrentTaxYearAmt
Total$79,803TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$49,137CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$22,187CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$47,365CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$56,299CurrentTaxYearMinus1YearAmt
Current Tax Year$42,313CurrentTaxYearAmt
Total$217,301TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$66,709CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$30,686CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$62,362CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$68,438CurrentTaxYearMinus1YearAmt
Current Tax Year$68,909CurrentTaxYearAmt
Total$297,104TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$297,104PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5CurrentTaxYearMinus1YearAmt
Current Tax Year$3CurrentTaxYearAmt
Total$23TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5CurrentTaxYearMinus1YearAmt
Current Tax Year$3CurrentTaxYearAmt
Total$23TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$66,714CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$30,691CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$62,367CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$68,443CurrentTaxYearMinus1YearAmt
Current Tax Year$68,912CurrentTaxYearAmt
Total$297,127TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.99990PublicSupportCY509Pct
Public Support PY5090.99990PublicSupportPY509Pct
Investment Income CY0.00010InvestmentIncomeCYPct
Investment Income PY0.00010InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1CARNIVALEvent1Nm
Gross Receipts Event1$28,771GrossReceiptsEvent1Amt
Charitable Contri Event1$10,627CharitableContriEvent1Amt
Gross Revenue Event1$18,144GrossRevenueEvent1Amt
Non Cash Prizes Event1$8,386NonCashPrizesEvent1Amt
Other Direct Expenses Event1$6,440OtherDirectExpensesEvent1Amt
Event2SANTA SHOPEvent2Nm
Gross Receipts Event2$13,268GrossReceiptsEvent2Amt
Gross Revenue Event2$13,268GrossRevenueEvent2Amt
Other Direct Expenses Event2$14,350OtherDirectExpensesEvent2Amt
Other Events Total6OtherEventsTotalCnt
Gross Receipts Other Events$10,900GrossReceiptsOtherEventsAmt
Gross Revenue Other Events$10,900GrossRevenueOtherEventsAmt
Oth Direct Expnss Other Events$15,607OthDirectExpnssOtherEventsAmt
Gross Receipts Total$52,939GrossReceiptsTotalAmt
Charitable Contributions Tot$10,627CharitableContributionsTotAmt
Gross Revenue Total Events$42,312GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$8,386NonCashPrizesTotalEventsAmt
Oth Direct Expnss Total Events$36,397OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$44,783DirectExpenseSummaryEventsAmt
Net Income Summary-$2,471NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOMEDESCRIPTION: . AMOUNT: 3.
FORM 990-EZ, PART I, LINE 14DESCRIPTION: DEPRECIATION. AMOUNT: 899.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: 3RD GRADE FUN DAY. AMOUNT: 650. DESCRIPTION: ADVERTISING & MARKETING. AMOUNT: 600. DESCRIPTION: AR SHOP. AMOUNT: 580. DESCRIPTION: BOOK FAIR VOUCHERS. AMOUNT: 7,552. DESCRIPTION: BUS DRIVER APPRECIATION. AMOUNT: 328. DESCRIPTION: COOKIES WITH SANTA. AMOUNT: 931. DESCRIPTION: INSURANCE. AMOUNT: 100. DESCRIPTION: MOVIE NIGHT EXPENSE. AMOUNT: 1,816. DESCRIPTION: OFFICE/GENERAL ADMINISTRATION EXPENSE. AMOUNT: 414. DESCRIPTION: REIMBURSABLE EXPENSE. AMOUNT: 1,483. DESCRIPTION: STAFF APPRECIATION. AMOUNT: 4,143. DESCRIPTION: STUDENT COUNCIL EXPENSE REIMBURSEMENT. AMOUNT: 1,683. DESCRIPTION: TEACHER REIMBURSEMENT. AMOUNT: 1,424. DESCRIPTION: 3RD GRADE YARD SIGNS EXPENSE. AMOUNT: 623. DESCRIPTION: BANK CHARGES & FEES. AMOUNT: 110. DESCRIPTION: COUNSELOR. AMOUNT: 953. TOTAL TO FORM 990-EZ, LINE 16: 23,390.
FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETSDESCRIPTION: PRIOR PERIOD ADJUSTMENT. AMOUNT: -234.
FORM 990-EZ, PART II, LINE 24 - OTHER ASSETSDESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 13,414. END OF YEAR AMOUNT: 12,515.

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