INDIAN VALLEY PARENT TEACHER ORGANIZATION: Form 990EZ, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- INDIAN VALLEY PARENT TEACHER ORGANIZATION (EIN 68-0152373)
- Tax period
- 2015-08-01 to 2016-07-31
- Filed
- 2017-05-05
- IRS object ID
- 201701259349200945
- Schema version
- 2015v3.0
- 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 | 2017-05-05T12:08:28-07:00 | ReturnTs |
| Tax Period End | 2016-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Carol Keane & Associates CPAs | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 OLYMPIC BLVD STE 200 | AddressLine1Txt |
| City | WALNUT CREEK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94596 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2015-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680152373 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDIAN VALLEY PARENT TEACHER | BusinessNameLine1Txt |
| Business Name Line2 | ORGANIZATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INDI | BusinessNameControlTxt |
| Phone | 9259354150 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 551 MARSHALL DR | AddressLine1Txt |
| City | WALNUT CREEK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94598 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHELLEY PURCELL | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2017-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Carol M Keane | PreparerPersonNm |
| PTIN | P00244439 | PTIN |
| Phone | 9259375200 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | 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 |
| Gross Receipts | $142,761 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $39,402 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $17,366 | ProgramServiceRevenueAmt |
| Investment Income | $32 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Fundraising Gross Income | $85,961 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $30,161 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $55,800 | SpecialEventsNetIncomeLossAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Total Revenue | $112,600 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $16,863 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $910 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $98,415 | OtherExpensesTotalAmt |
| Total Expenses | $116,188 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$3,588 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $192,574 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $188,986 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $193,375 | BOYAmt |
| EOY | $188,986 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $193,375 | BOYAmt |
| EOY | $188,986 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $801 | BOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $192,574 | BOYAmt |
| EOY | $188,986 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | SUPPORT OF INDIAN VALLEY ELEM SCHOOL | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| Various educational programs are supported at the school through partial funding of teachers, supplies, and equipment. Educational programs include science programs, fine arts, library/media, physical education, and general ed curriculum. | $51,777 | $11,591 |
| Activities are supported that promote school spirit including family involvement, teacher appreciation, hospitality events and newsletters. | $26,437 | |
| Support is provided to promote the health and safety of all students. Funding is provided for disaster preparedness, counseling, recess supervision, and classroom health and safety needs. | $34,948 | $5,272 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $113,162 | TotalProgramServiceExpensesAmt |
| Info In Schedule O Part IV | Yes (X) | InfoInScheduleOPartIVInd |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (17 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| KATY GRANT | ||
| President | 6.00 | $0 |
| TARA STERN | ||
| President | 6.00 | $0 |
| NAOMI BOUYEA | ||
| EXECUTIVE VP | 4.00 | $0 |
| KRISSIE SCHLAGENHAUF | ||
| VP WAYS AND MEA | 4.00 | $0 |
| ERICA MISASI | ||
| VP WAYS AND MEA | 4.00 | $0 |
| CHRISTINA ALESSI | ||
| VP COMMUNICATIO | 4.00 | $0 |
| LISA WENDT | ||
| VP COMMUNICATIO | 4.00 | $0 |
| SHANNON WALDEN | ||
| VP COMMUNICATIO | 4.00 | $0 |
| PHIL CORDANO | ||
| VP WCEF | 4.00 | $0 |
| KATHERINE CORDANO | ||
| VP FAMILY INVOL | 4.00 | $0 |
| JENNIFER STANTON | ||
| VP FAMILY INVOL | 4.00 | $0 |
| ALENE ANASE | ||
| VP ROOM PARENTS | 4.00 | $0 |
| AL OBRERO | ||
| VP IVAAC | 4.00 | $0 |
| DEBBIE NICKS | ||
| SECRETARY | 4.00 | $0 |
| DAN PURCELL | ||
| TREASURER | 4.00 | $0 |
| SHELLEY PURCELL | ||
| TREASURER | 4.00 | $0 |
| GREG MANGANI | ||
| AUDITOR | 4.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Organization Filed990 T | false | OrganizationFiled990TInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Initiation Fees And Cap Contri | $0 | InitiationFeesAndCapContriAmt |
| Gross Receipts For Public Use | $0 | GrossReceiptsForPublicUseAmt |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHELLEY PURCELL | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 551 MARSHALL DR | AddressLine1Txt |
| City | WALNUT CREEK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94598 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9253246979 | 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 | Yes (true) | 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) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type3 Func Int | Yes (X) | SupportingOrgType3FuncIntInd |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WALNUT CREEK SCHOOL DISTRICT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 690931380 | EIN |
| Organization Type | 2 | OrganizationTypeCd |
| Governing Document Listed | false | GoverningDocumentListedInd |
| Support | $0 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (true) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | false | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | false | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | false | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | false | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | false | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | false | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | false | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | false | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | false | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | false | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | false | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timely Provided Documents | Yes (true) | TimelyProvidedDocumentsInd |
| Officers Close Relationship | Yes (true) | OfficersCloseRelationshipInd |
| Supported Org Voice Investment | false | SupportedOrgVoiceInvestmentInd |
Form990 Sch A Type3 Func Int Form990SchAType3FuncIntGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Further Exempt Prps | false | ActivitiesFurtherExemptPrpsInd |
| Activities Engaged Org Invlmnt | false | ActivitiesEngagedOrgInvlmntInd |
| Appoint Elect Majority Officer | false | AppointElectMajorityOfficerInd |
| Exercise Direction Policies | false | ExerciseDirectionPoliciesInd |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed Section4955 Tax | false | Form4720FiledSection4955TaxInd |
| Correction Made | false | CorrectionMadeInd |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $500 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $500 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $100 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $25 | FilingOrganizationsTotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed | false | Form4720FiledInd |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $100 | CurrentYearAmt |
| Total | $100 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $150 | LobbyingCeilingAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $25 | CurrentYearAmt |
| Total | $25 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $38 | GrassrootsCeilingAmt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Auction - Dinner Event | Event1Nm |
| Gross Receipts Event1 | $65,157 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $65,157 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $20,245 | OtherDirectExpensesEvent1Amt |
| Event2 | GIFT WRAP FUNDRAISER | Event2Nm |
| Gross Receipts Event2 | $16,262 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $16,262 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $7,106 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $81,419 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $81,419 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $27,351 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $27,351 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $54,068 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (32 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Grants and Similar Amounts Paid In Excess of $5,000.2 | Class of Activity: SCHOOL ENHANCEMENT | Donee's Name: WALNUT CREEK SCHOOL DISTRICT | Donee's Address: 960 YGNACIO VALLEY RD WALNUT CREEK CA 94596 | Relationship of Donee: GOVERNING BODY | Cash Amount Given: $11591 |
| Grants and Similar Amounts Paid In Excess of $5,000.3 | Class of Activity: GENERAL SUPPORT | Donee's Name: INDIAN VALLEY ELEMENTARY | Donee's Address: 551 MARSHALL DR WALNUT CREEK CA 94598 | Relationship of Donee: AFFILIATED ORGANIZATION | Description of Property: PARK & PICNIC BENCHES | Date of Gift: 20160418 | Book Value: $5272 | Method Used to Determine BV: COST | Fair Market Value: $5272 | Method Used to Determine FMV: COST |
| Other Expenses.1002 | Office Expenses $189 |
| Other Expenses.1012 | Insurance $630 |
| Other Expenses.1 | COUNSELING SUPPORT $14143 |
| Other Expenses.2 | TEACHER CLASSROOM EXPENSES $12228 |
| Other Expenses.3 | SOUL SHOPPE $7600 |
| Other Expenses.4 | PARENT FUND EXPENSE $7237 |
| Other Expenses.5 | FIELD TRIPS $6797 |
| Other Expenses.6 | LIBRARY SUPPORT $6226 |
| Other Expenses.7 | YEARBOOKS $6031 |
| Other Expenses.8 | SPIRIT WEAR $5180 |
| Other Expenses.9 | READING SUPPORT $4957 |
| Other Expenses.10 | 5TH GRADE CAMP $4678 |
| Other Expenses.11 | FALL FESTIVAL $3561 |
| Other Expenses.12 | STUDENT SUPPORT $2926 |
| Other Expenses.13 | LAMINATOR/CUTTER AND SUPPLIES $2703 |
| Other Expenses.14 | SCIENCE DELTA TRIP $2540 |
| Other Expenses.15 | SCIENCE SUPPLIES $2088 |
| Other Expenses.16 | DIRECTORY & FAMILY INVOLVEMENT $1962 |
| Other Expenses.17 | STAFF APPRECIATION $1656 |
| Other Expenses.18 | ART TEACHER SUPPLIES $1635 |
| Other Expenses.19 | BANK CHARGES $797 |
| Other Expenses.20 | HEALTH & FITNESS $530 |
| Other Expenses.21 | PARCEL TAX CAMPAIGN $500 |
| Other Expenses.22 | MUSIC TEACHER SUPPLIES $457 |
| Other Expenses.23 | HOSPITALITY $443 |
| Other Expenses.24 | CLASS ART PROJECT $262 |
| Other Expenses.25 | ART & MUSIC NIGHT $243 |
| Other Expenses.26 | DISASTER PREPAREDNESS $166 |
| Other Expenses.27 | DUES & PARENT CONFERENCES $50 |
| Total Liabilities.1 | DONATIONS CARRYOVER - Beginning $801 DONATIONS CARRYOVER - Ending $0 |
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