PETERS CANYON ELEMENTARY SCHOOL PTO: Form 990EZ, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- PETERS CANYON ELEMENTARY SCHOOL PTO (EIN 33-0760280)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2018-09-11
- IRS object ID
- 201822559349200202
- Schema version
- 2017v2.3
- 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 | 2018-09-11T09:20:07-00:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DONALD G BERKHEIMER CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2362 SABLE TREE CIR | AddressLine1Txt |
| City | TUSTIN | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92780 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330760280 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETERS CANYON ELEMENTARY SCHOOL PTO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PETE | BusinessNameControlTxt |
| Phone | 7147307540 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26900 PETERS CANYON RD | AddressLine1Txt |
| City | Tustin | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92782 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STELLA WOLFSON | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Signature | 2018-09-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DONALD G BERKHEIMER | PreparerPersonNm |
| Phone | 7148383688 | PhoneNum |
| Preparation | 2018-09-11 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 68.228.73.160 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-09-12 | IPDt |
| IP Tm | 03:18:18 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C63088018FA75C1D475FAD9727CBB222ADC81241 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C63088018FA75C1D475FAD9727CBB222ADC81241 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | 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 | WWW.TUSTIN.K12.CA.US/PCANYON/PTO/BOARD.HTML | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Assoc | Yes (X) | TypeOfOrganizationAssocInd |
| Gross Receipts | $137,479 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $48,133 | ContributionsGiftsGrantsEtcAmt |
| Fundraising Gross Income | $89,346 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $49,208 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $40,138 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $88,271 | TotalRevenueAmt |
| Other Expenses Total | $71,397 | OtherExpensesTotalAmt |
| Total Expenses | $71,397 | TotalExpensesAmt |
| Excess Or Deficit For Year | $16,874 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $68,454 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $85,328 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,454 | BOYAmt |
| EOY | $85,328 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,454 | BOYAmt |
| EOY | $85,328 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,454 | BOYAmt |
| EOY | $85,328 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | SUPPORT STUDENTS AND TEACHRS AT PETERS CANYON ELEMENTARY SCHOOL | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | STUENT ENRICHMENT FOR ON SITE AND AFTER SCHOOL PROGRAMS FOR STUDENTS AT PETERS CANYON ELEMENTARY SCHOOL | DescriptionProgramSrvcAccomTxt |
| Program Service Expenses | $71,397 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $71,397 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (10 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| SARA STEWART | ||
| PRESIDENT | 005.00 | $0 |
| CYNTHIA MCGUFF | ||
| VP | 004.00 | $0 |
| MICKEY BRADY | ||
| VP | 004.00 | $0 |
| KIM GRESS | ||
| VP | 004.00 | $0 |
| HEATHER CHESTERMAN | ||
| VP | 004.00 | $0 |
| WENDY JOE | ||
| VP | 004.00 | $0 |
| SHALINI ROY | ||
| SECY | 003.00 | $0 |
| SUSAN PETERSON | ||
| TREAS | 003.00 | $0 |
| HAYLEY DOBBINS | ||
| TREAS | 003.00 | $0 |
| SUE HO | ||
| FIN SECY | 003.00 | $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 |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TREASURER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26900 PETERS CANYON RD | AddressLine1Txt |
| City | TUSTIN | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92782 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7147307540 | 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 |
| Form720 Filed | false | Form720FiledInd |
| 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 |
| Related Org Sect527 Org | false | RelatedOrgSect527OrgInd |
| 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 |
| Public Support Total170 | $0 | PublicSupportTotal170Amt |
| Public Support CY170 | 0.00000 | PublicSupportCY170Pct |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $68,850 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $58,613 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $58,838 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $50,116 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $48,133 | CurrentTaxYearAmt |
| Total | $284,550 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $99,518 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $68,579 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $89,346 | CurrentTaxYearAmt |
| Total | $257,443 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $68,850 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $58,613 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $158,356 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $118,695 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $137,479 | CurrentTaxYearAmt |
| Total | $541,993 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $541,993 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $68,850 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $58,613 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $158,356 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $118,695 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $137,479 | CurrentTaxYearAmt |
| Total | $541,993 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 1.00000 | PublicSupportCY509Pct |
| Public Support PY509 | 1.00000 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | false | AgrmtProfFundraisingActyInd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | JOG A THON | Event1Nm |
| Gross Receipts Event1 | $40,357 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $40,357 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $19,320 | OtherDirectExpensesEvent1Amt |
| Event2 | PIONEER DAY | Event2Nm |
| Gross Receipts Event2 | $18,767 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $18,767 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $12,924 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 5 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $21,222 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $21,222 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $16,963 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $80,346 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $80,346 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $49,207 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $49,207 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $31,139 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990-EZ, Part I, Line 16, Other Expenses | Supplies 16,756 |
| Form 990-EZ, Part I, Line 16, Other Expenses | ASSEMBLIES 5,439 |
| Form 990-EZ, Part I, Line 16, Other Expenses | FIELD TRIPS 10,073 |
| Form 990-EZ, Part I, Line 16, Other Expenses | PROGRAMS 33,764 |
| Form 990-EZ, Part I, Line 16, Other Expenses | TEACHER APPRECIATION 1,806 |
| Form 990-EZ, Part I, Line 16, Other Expenses | CURRICULUM 3,559 |
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