WHITE RIVER ELEMENTARY SCHOOL PTO: Form 990EZ, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- WHITE RIVER ELEMENTARY SCHOOL PTO (EIN 35-2074966)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2017-09-21
- IRS object ID
- 201712649349200501
- Schema version
- 2016v3.0
- 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 | 2017-09-21T06:17:19-07:00 | ReturnTs |
| Tax Period End | 2017-06-30 | 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 | 2016-07-01 | 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 | 2017-09-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CAROL A SCHMIDT CPA | PreparerPersonNm |
| Phone | 3177736850 | PhoneNum |
| Preparation | 2017-09-21 | 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 | 2017-09-21 | IPDt |
| IP Tm | 06:17:10 | 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 | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | 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 | $57,131 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $159 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $0 | ProgramServiceRevenueAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Investment Income | $13 | 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 | $56,959 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $24,479 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $32,480 | SpecialEventsNetIncomeLossAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | $0 | GrossProfitLossSlsOfInvntryAmt |
| Total Revenue | $32,652 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $32,713 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $300 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $424 | OtherExpensesTotalAmt |
| Total Expenses | $33,437 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$785 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $16,644 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $120 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $15,979 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,579 | BOYAmt |
| EOY | $15,604 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,065 | BOYAmt |
| EOY | $375 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,644 | BOYAmt |
| EOY | $15,979 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,644 | BOYAmt |
| EOY | $15,979 | 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 | $32,713 | GrantsAndAllocationsAmt |
| Program Service Expenses | $32,713 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $32,713 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (10 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| SUSANNAH HALLGARTH | ||
| President | 5.00 | $0 |
| DONNA BIDLACK | ||
| Co-Vice President | 5.00 | $0 |
| KAREN HURLBUT | ||
| Co-Vice President | 5.00 | $0 |
| BECKY NEFF | ||
| Secretary | 5.00 | $0 |
| ELICIA OZIMEK | ||
| Treasurer | 10.00 | $0 |
| KRISTE ORTMAN | ||
| At Large Member | 5.00 | $0 |
| ANGIE JACKSON | ||
| At Large Member | 5.00 | $0 |
| REBECCA DICUS | ||
| Principal | 2.00 | $0 |
| JANEL MCGRAW | ||
| Teacher Representative | 2.00 | $0 |
| MELISSA CHANDLER | ||
| Teacher Representative | 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 1617 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 |
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 Minus3 Years | $100 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $436 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $159 | CurrentTaxYearAmt |
| Total | $695 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $48,683 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $44,033 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $60,462 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $52,077 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $56,959 | CurrentTaxYearAmt |
| Total | $262,214 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $48,683 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $44,133 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $60,462 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $52,513 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $57,118 | CurrentTaxYearAmt |
| Total | $262,909 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $262,909 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13 | CurrentTaxYearAmt |
| Total | $49 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13 | CurrentTaxYearAmt |
| Total | $49 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $262,958 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99980 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99970 | PublicSupportPY509Pct |
| Investment Income CY | 0.00020 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00030 | 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 | $16,174 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $16,174 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $1,225 | OtherDirectExpensesEvent1Amt |
| Event2 | Book Fair | Event2Nm |
| Gross Receipts Event2 | $17,511 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $17,511 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $13,242 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $6,579 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $6,579 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $4,932 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $40,264 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $40,264 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $19,399 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $19,399 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $20,865 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 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 424. |
| Form 990EZ, Part I, Line 20 | void 2 checks dated prior to 6/30/2016 that never cleared bank 120. |
| Form 990EZ, Part II, Line 24 | Prepaid expenses 1065. 375. |
Comments