MORGAN ELEMENTARY PTO: Form 990EZ, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MORGAN ELEMENTARY PTO (EIN 38-3704501)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2021-10-08
- IRS object ID
- 202132819349200303
- Schema version
- 2020v4.0
- 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 | 2021-10-08T07:19:38-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 311340869 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHELDON REDER CPAS INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1230 SPRINGFIELD PIKE | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383704501 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORGAN ELEMENTARY PTO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MORG | BusinessNameControlTxt |
| Phone | 5137381986 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3427 CHAPEL RD | AddressLine1Txt |
| City | HAMILTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45013 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANGELA BALASH | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 5137381986 | PhoneNum |
| Signature | 2021-09-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ANGELA | PersonFirstNm |
| Person Last | BALASH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK REDER | PreparerPersonNm |
| PTIN | P00839365 | PTIN |
| Phone | 5137714100 | PhoneNum |
| Preparation | 2021-09-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | 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 Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $30,691 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $8,499 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $5 | InvestmentIncomeAmt |
| Fundraising Gross Income | $22,187 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $7,968 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $14,219 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $22,723 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $1,444 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $11,573 | OtherExpensesTotalAmt |
| Total Expenses | $13,017 | TotalExpensesAmt |
| Excess Or Deficit For Year | $9,706 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $39,694 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $49,400 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,694 | BOYAmt |
| EOY | $49,400 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,694 | BOYAmt |
| EOY | $49,400 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,694 | BOYAmt |
| EOY | $49,400 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | MORGAN 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | THE 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 | $10,654 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $10,654 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (5 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| SARA SCHOENECKER | ||
| PRESIDENT | 10.00 | $0 |
| DANIELLE RUSKUP | ||
| CO-VICE PRES | 10.00 | $0 |
| KAITLIN FLIEHMAN | ||
| CO-VICE PRES | 10.00 | $0 |
| ANGELA BALASH | ||
| TREASURER | 10.00 | $0 |
| ANDREA MEYER | ||
| SECRETARY | 10.00 | $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 | ANGELA BALASH | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3427 CHAPEL RD | AddressLine1Txt |
| City | HAMILTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5137381986 | 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 Minus3 Years | $14,037 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,725 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,572 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,499 | CurrentTaxYearAmt |
| Total | $45,833 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $55,456 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $52,343 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $49,137 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,187 | CurrentTaxYearAmt |
| Total | $179,123 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $69,493 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $58,068 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $66,709 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,686 | CurrentTaxYearAmt |
| Total | $224,956 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $224,956 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $3 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5 | CurrentTaxYearAmt |
| Total | $19 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $3 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5 | CurrentTaxYearAmt |
| Total | $19 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $69,496 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $58,074 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $66,714 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,691 | CurrentTaxYearAmt |
| Total | $224,975 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99990 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99990 | 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 | BASKET BONANZA | Event1Nm |
| Gross Receipts Event1 | $9,149 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $3,946 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $5,203 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $3,946 | OtherDirectExpensesEvent1Amt |
| Event2 | MUM FUNDRAISER | Event2Nm |
| Gross Receipts Event2 | $5,414 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $5,414 | GrossRevenueEvent2Amt |
| Gross Receipts Total | $14,563 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $3,946 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $10,617 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $3,946 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $3,946 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $6,671 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 16 | EXPENSES ADVERTISING AND PROMOTION 700 OFFICE SUPPLIES 40 BANK FEES 12 OTHER, MAINTENANCE 67 INSURANCE 100 CARNIVAL 58 BUS DRIVER APPRECIATION 240 DRIVE IN MOVIE NIGHT 1,060 HOSPITALITY TEACHER 419 KINDERGARTEN SHIRTS 691 PPE PANDEMIC ESSENTIALS 683 FIELD DAY 2,544 RED RIBBON WEEK 158 STAFF APPREICATION 2,742 TEACHER SUPPORT 1,739 STUDENT ENRICHMENT 320 TOTAL 11,573 |
| FORM 990-EZ, PART III | MORGAN 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 28 | THE 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. |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (5 entries)
| SARA SCHOENECKER |
| DANIELLE RUSKUP |
| KAITLIN FLIEHMAN |
| ANGELA BALASH |
| ANDREA MEYER |
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