WHITE RIVER ELEMENTARY SCHOOL PTO: Form 990EZ, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- WHITE RIVER ELEMENTARY SCHOOL PTO (EIN 35-2074966)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2018-10-03
- IRS object ID
- 201832769349200438
- Schema version
- 2017v2.2
- 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 | 2018-10-03T18:05:21-07:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEHMAN & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1907 EAST CONNER ST | AddressLine1Txt |
| City | NOBLESVILLE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46060 | 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 | 352074966 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | White River Elementary School PTO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WHIT | BusinessNameControlTxt |
| Phone | 3177702080 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19000 Cumberland Road | AddressLine1Txt |
| City | Noblesville | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46060 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELICIA OZIMEK | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3177702080 | PhoneNum |
| Signature | 2018-09-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CAROL A SCHMIDT CPA | PreparerPersonNm |
| PTIN | P00290380 | PTIN |
| Phone | 3177736850 | PhoneNum |
| Preparation | 2018-10-03 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 68.46.210.111 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-10-03 | IPDt |
| IP Tm | 18:05:14 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E6357525F9E71A523BD7FB01FAEA24D72875F053 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E6357525F9E71A523BD7FB01FAEA24D72875F053 | 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 Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| 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 | $54,901 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $2,961 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $0 | ProgramServiceRevenueAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Investment Income | $12 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Gain Or Loss From Sale Of Assets | $0 | GainOrLossFromSaleOfAssetsAmt |
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Fundraising Gross Income | $51,928 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $24,432 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $27,496 | SpecialEventsNetIncomeLossAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | $0 | GrossProfitLossSlsOfInvntryAmt |
| Total Revenue | $30,469 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $21,179 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $325 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $71 | OtherExpensesTotalAmt |
| Total Expenses | $21,575 | TotalExpensesAmt |
| Excess Or Deficit For Year | $8,894 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $15,979 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $24,873 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,604 | BOYAmt |
| EOY | $24,873 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $375 | BOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,979 | BOYAmt |
| EOY | $24,873 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,979 | BOYAmt |
| EOY | $24,873 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | Parent Teacher Organization | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | Organizing parent volunteers, providing enrichment and reading programs, fine arts activities, classroom parties, and other school activities for White River Elementary School | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $21,179 | GrantsAndAllocationsAmt |
| Program Service Expenses | $21,179 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $21,179 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (12 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| SUSANNAH HALLGARTH | ||
| President | 5.00 | $0 |
| DONNA BIDLACK | ||
| Co-Vice President | 5.00 | $0 |
| STEPHANIE FARMER | ||
| Co-Vice President | 5.00 | $0 |
| MELISSA CAUGHELL | ||
| Secretary | 5.00 | $0 |
| ELICIA OZIMEK | ||
| Treasurer | 10.00 | $0 |
| ANGIE JACKSON | ||
| At Large Member | 5.00 | $0 |
| SARAH ENLOW | ||
| At Large Member | 5.00 | $0 |
| BECKY NEFF | ||
| At Large Member | 5.00 | $0 |
| JANEL MCGRAW | ||
| Faculty Representative | 2.00 | $0 |
| KENDALL HIATT | ||
| Faculty Representative | 2.00 | $0 |
| ERIN FREESTONE | ||
| Faculty Representative | 2.00 | $0 |
| REBECCA DICUS | ||
| Principal | 2.00 | $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 | IN | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELICIA OZIMEK 1718 TREASURER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19000 Cumberland Road | AddressLine1Txt |
| City | Noblesville | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46060 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3177702080 | 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 |
| Public Support Total170 | $0 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY170 | 0 | PublicSupportCY170Pct |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $100 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $436 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $159 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,961 | CurrentTaxYearAmt |
| Total | $3,656 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $44,033 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $60,462 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $52,077 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $56,959 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $51,928 | CurrentTaxYearAmt |
| Total | $265,459 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $44,133 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $60,462 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $52,513 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $57,118 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $54,889 | CurrentTaxYearAmt |
| Total | $269,115 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $269,115 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12 | CurrentTaxYearAmt |
| Total | $58 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12 | CurrentTaxYearAmt |
| Total | $58 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $269,173 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99980 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99980 | PublicSupportPY509Pct |
| Investment Income CY | 0.00020 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00020 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Rock the River | Event1Nm |
| Gross Receipts Event1 | $11,861 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $11,861 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $392 | OtherDirectExpensesEvent1Amt |
| Event2 | Book Fair | Event2Nm |
| Gross Receipts Event2 | $16,597 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $16,597 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $12,421 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $7,568 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $7,568 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $5,993 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $36,026 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $36,026 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $18,806 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $18,806 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $17,220 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990EZ, Part I, Line 10 | ENRICHMENT & ACTIVITIES FOR STUDENTS & STAFF; A2; WHITE RIVER ELEMENTARY SCHOOL: 19000 CUMBERLAND RD |
| Form 990EZ, Part I, Line 16 | Supplies 71. |
| Form 990EZ, Part II, Line 24 | Prepaid expenses 375. 0. |
Comments