MORGAN ELEMENTARY PTO: Form 990EZ, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- MORGAN ELEMENTARY PTO (EIN 38-3704501)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2019-09-20
- IRS object ID
- 201902639349200500
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-09-20T06:47:50-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | 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 | 2018-07-01 | 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 | MICHELLE BECKMAN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 5137381986 | PhoneNum |
| Signature | 2019-09-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK REDER | PreparerPersonNm |
| PTIN | P00839365 | PTIN |
| Phone | 5137714100 | PhoneNum |
| Preparation | 2019-09-09 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 209.173.142.130 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-09-20 | IPDt |
| IP Tm | 06:47:50 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E4F94F4C7A1D4AAC9DFBEE0660D3C7DD59D15631 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 907AEB0208F1F847DBBD888F18F153F5B512E80A | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | 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 | $58,074 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $5,725 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $6 | InvestmentIncomeAmt |
| Fundraising Gross Income | $42,308 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $23,157 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $19,151 | SpecialEventsNetIncomeLossAmt |
| Other Revenue Total | $10,035 | OtherRevenueTotalAmt |
| Total Revenue | $34,917 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $600 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $35,491 | OtherExpensesTotalAmt |
| Total Expenses | $36,091 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$1,174 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $27,675 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $100 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $26,601 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,675 | BOYAmt |
| EOY | $26,601 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,675 | BOYAmt |
| EOY | $26,601 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,675 | BOYAmt |
| EOY | $26,601 | 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 | $34,523 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $34,523 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (4 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| MICHELLE BECKMAN | ||
| TREASURER | 10.00 | $0 |
| MICHELLE MCKEAN | ||
| PRESIDENT | 5.00 | $0 |
| MELINDA KELLEY | ||
| VICE PRESIDE | 5.00 | $0 |
| CHRISTINE O'CONNER | ||
| SECRETARY | 5.00 | $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 | MICHELLE BECKMAN | 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 Minus1 Year | $14,037 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,725 | CurrentTaxYearAmt |
| Total | $19,762 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $55,456 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $52,343 | CurrentTaxYearAmt |
| Total | $107,799 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $69,493 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $58,068 | CurrentTaxYearAmt |
| Total | $127,561 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $127,561 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $3 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6 | CurrentTaxYearAmt |
| Total | $9 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $3 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6 | CurrentTaxYearAmt |
| Total | $9 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $69,496 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $58,074 | CurrentTaxYearAmt |
| Total | $127,570 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99990 | PublicSupportCY509Pct |
| Public Support PY509 | 1.00000 | 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 | CARNIVAL | Event1Nm |
| Gross Receipts Event1 | $18,042 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $923 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $17,119 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $923 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $3,169 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $2,606 | OtherDirectExpensesEvent1Amt |
| Event2 | SANTA SHOP | Event2Nm |
| Gross Receipts Event2 | $11,898 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $11,898 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $7,119 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $9,734 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $9,734 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $6,495 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $39,674 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $923 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $38,751 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $923 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $3,169 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $16,220 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $20,312 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $18,439 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 8 | ART FRAME INCOME 6,915 FIELD DAY SHIRTS 3,120 TOTAL 10,035 |
| FORM 990-EZ, PART I, LINE 16 | ART FRAME INCOME ART FRAME 6,562 FIELD DAY SHIRTS FIELD DAY SHIRT EXPENSE 2,619 EXPENSES ADVERTISING AND PROMOTION 625 OFFICE 143 INSURANCE 100 AR SHOPPING 2,546 BOOK FAIR VOUCHERS 3,579 COOKIES WITH SANTA 153 COSI 892 FIELD DAY 781 GRANDPARENTS DAY 792 SCHOOL/STEAM EXPENSE 8,107 STAFF APPREICATION 1,064 OH CHARITABLE REGISTRATIO 100 TEACHER SUPPORT 4,247 STUDENT ENRICHMENT 2,706 MISCELLANEOUS 180 BOOK FAIR 295 TOTAL 35,491 |
| FORM 990-EZ, PART I, LINE 20 | PRIOR PERIOD ADJUSTMENT 100 |
| 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. |
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