ORCHARD ELEMENTARY PARENT TEACHER ORGANIZATION: Form 990EZ, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
ORCHARD ELEMENTARY PARENT TEACHER ORGANIZATION (EIN 47-4092756)
Tax period
2018-08-01 to 2019-07-31
Filed
2019-12-12
IRS object ID
201923469349200707
Schema version
2018v3.1
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)
Return2019-12-12T10:47:12-06:00ReturnTs
Tax Period End2019-07-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN522382653PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Northwest CPA Group PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11333 Columbia Park Trail Ste 210AddressLine1Txt
CityRichlandCityNm
State AbbreviationWAStateAbbreviationCd
ZIP99352ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2018-08-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN474092756EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Orchard Elementary Parent Teacher OrganiBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlORCHBusinessNameControlTxt
Phone5099676175PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11600 Gala WayAddressLine1Txt
CityRichlandCityNm
State AbbreviationWAStateAbbreviationCd
ZIP99352ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJon HallPersonNm
Person TitleTreasurerPersonTitleTxt
Phone5099676175PhoneNum
Signature2019-12-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonC Sherry LeePreparerPersonNm
PTINP01310201PTIN
Phone5097351300PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address71.93.21.222IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-12-05IPDt
IP Tm13:44:51IPTm
IP TimezonePSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDAE14F418DBA15879E94F62B2EBC10B03D03701CAtSubmissionCreationDeviceId
At Submission Filing Device IdA91EF04F74A0564A03B0D327BD4BB47988B7FAD5AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-04-17 16:48:07ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Website Addressorchard.rsd.edu/school/ptoWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$114,477GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$50,467ContributionsGiftsGrantsEtcAmt
Program Service Revenue$12,655ProgramServiceRevenueAmt
Investment Income$66InvestmentIncomeAmt
Fundraising Gross Income$35,990FundraisingGrossIncomeAmt
Special Events Direct Expenses$6,022SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$29,968SpecialEventsNetIncomeLossAmt
Gross Sales Of Inventory$15,299GrossSalesOfInventoryAmt
Cost Of Goods Sold$12,334CostOfGoodsSoldAmt
Gross Profit Loss Sls Of Invntry$2,965GrossProfitLossSlsOfInvntryAmt
Total Revenue$96,121TotalRevenueAmt
Grants And Similar Amounts Paid$9,138GrantsAndSimilarAmountsPaidAmt
Printing Publications Postage$351PrintingPublicationsPostageAmt
Other Expenses Total$61,737OtherExpensesTotalAmt
Total Expenses$71,226TotalExpensesAmt
Excess Or Deficit For Year$24,895ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$29,325NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$54,220NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$29,325BOYAmt
EOY$54,220EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$29,325BOYAmt
EOY$54,220EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

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

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$29,325BOYAmt
EOY$54,220EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeOrchard Elementary Parent Teacher Organization is organized for the purpose of supportingthe education of children at Orchard Elementary and fostering relationships among the school,parents, and teachers.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtProgram Service ExpensesProgramServiceExpensesAmt
During the 2018-19 school year, our three largest program services were assemblies (MCT/Science on Wheels), support of our leadership club with pass through money, and discretionary purchases including gifts to teachers. Each year, we try to provide a variety of ways to support our school.Our discretionary budget is a way to support things that arise year-to-year that may be unexpected or can be purchased once and benefit the school for years to come. This year we purchased a sound system to supplement the built-in systems that are provided in the commons and library. It has been used at assemblies as well as a glow dance, school play, and by the librarian. Additionally, the school district was in a transitional time between math curricula, and our fifth grade students (120) needed some supplementary math support. PTO provided software (Supplementary Math ALEKS) as well as Reading Take-Home Books that supported the students' learning as well as data collection for the teachers to understand their students' needs.In addition, every year the Orchard PTO puts on a silent action. The funds collected from this fundraiser are equally divided up between all the teachers at Orchard elementary for them to purchase supplies for their classroom.$0$19,808
One of the students' favorite services is through assemblies like Pacific Science Center's "Science on Wheels" program. Over the course of two days, every student in our building (700+) gets to take part in a fun, interactive assembly, learn through a grade-specific classroom workshop, and get hands-on experience with exhibits in the gym. We also had the opportunity to host Missoula Children's Theater. Each of the 60 children who auditioned received a role in the play. At the end of a week of rehearsals, the entire student body (700+) was able to watch the performance and see live theater starring their own classmates.$0$9,104
Another one of our significant services is supporting our Leadership Club (pass through). Students in grades 3-5 are eligible to be involved this club, which plans community service, takes part in serving other students within our school, and coordinates a school event. Our PTO provides a vehicle for funds raised to be collected and disbursed. This year we also contributed supplementary funds to complete a project to install some outdoor picnic tables near the fifth grade classrooms. Leadership club has coordinated a food drive to benefit underprivileged students (100) at our school. Events that the leadership club coordinates are available to every student and are well attended with about 300 attendees.$0$9,990
FieldValueIRS element (for citing)
Total Program Service Expenses$38,902TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (7 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Jen Drake
President8.50$0$0$0
Sarah Landon
Vice President4.50$0$0$0
Suzy Steitieh
Vice President2.00$0$0$0
Megan Pratt
Treasurer 12.50$0$0$0
Joni Krantz
Treasurer 22.00$0$0$0
Shelly Owens
Secretary 13.00$0$0$0
Kriste Colley-Kummer
Secretary 22.00$0$0$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
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 FldWAStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Jon HallBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11600 Gala WayAddressLine1Txt
CityRichlandCityNm
State AbbreviationWAStateAbbreviationCd
ZIP99352ZIPCd
FieldValueIRS element (for citing)
Phone5099676175PhoneNum
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)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year$50,467CurrentTaxYearAmt
Total$50,467TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year$50,467CurrentTaxYearAmt
Total$50,467TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$50,467PublicSupportTotal170Amt
Total Support$50,467TotalSupportAmt
Public Support CY1701.00000PublicSupportCY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising Acty0AgrmtProfFundraisingActyInd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Jog-A-ThonEvent1Nm
Gross Receipts Event1$25,689GrossReceiptsEvent1Amt
Charitable Contri Event1$25,689CharitableContriEvent1Amt
Other Direct Expenses Event1$3,888OtherDirectExpensesEvent1Amt
Event2Silent AuctionEvent2Nm
Gross Receipts Event2$7,521GrossReceiptsEvent2Amt
Gross Revenue Event2$7,521GrossRevenueEvent2Amt
Other Direct Expenses Event2$204OtherDirectExpensesEvent2Amt
Gross Receipts Total$33,210GrossReceiptsTotalAmt
Charitable Contributions Tot$25,689CharitableContributionsTotAmt
Gross Revenue Total Events$7,521GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$4,092OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$4,092DirectExpenseSummaryEventsAmt
Net Income Summary$3,429NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990-EZ, Part I, Line 4 - Other Investment IncomeDescription: Dividend Income. Amount: 66.
Form 990-EZ, Part I, Line 7 - Sales of InventoryIncome: Gross Receipts: 15,299. Returns and Allowances: 0. Less Cost of Goods Sold: 12,334. Gross Profit: 2,965. Cost of Goods Sold: Inventory at Beginning of Year: 0. Merchandise Purchased: 0. Cost of Labor: 0. Materials and Supplies: 12,334. Other Costs: 0. Inventory at End of Year: 0. Cost of Goods Sold: 12,334.
Form 990-EZ, Part I, Line 16 - Other ExpensesDescription: Art. Amount: 200. Description: Assemblies. Amount: 9,104. Description: ATP Events. Amount: 151. Description: Author Visits. Amount: 2,430. Description: Book Fair. Amount: 5,925. Description: Boxtops. Amount: 61. Description: Chess Registration. Amount: 2,046. Description: Discretionary Budget. Amount: 10,894. Description: Field Day. Amount: 509. Description: Insurance. Amount: 50. Description: Leadership Club. Amount: 1,425. Description: OBOS. Amount: 1,198. Description: Pass Through. Amount: 8,565. Description: PE. Amount: 1,995. Description: PTO Accounting Software. Amount: 173. Description: PTO Office Supplies. Amount: 360. Description: School Folders. Amount: 1,485. Description: School Spirit Shirts. Amount: 4,147. Description: Social/Celebrations. Amount: 73. Description: Teacher Appreciation. Amount: 1,028. Description: Teacher Gifts. Amount: 8,914. Description: Teacher Lunch. Amount: 811. Description: Website Fees. Amount: 193. Total to Form 990-EZ, line 16: 61,737.

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

FieldValueIRS element (for citing)
DeclarationThe organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.DeclarationDesc

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