INDIAN VALLEY PARENT TEACHER ORGANIZATION: Form 990EZ, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- INDIAN VALLEY PARENT TEACHER ORGANIZATION (EIN 68-0152373)
- Tax period
- 2014-08-01 to 2015-07-31
- Filed
- 2015-12-15
- IRS object ID
- 201513499349200641
- Schema version
- 2014v5.0
- 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 | 2015-12-15T17:40:24-08:00 | ReturnTs |
| Tax Period End | 2015-07-31 | 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 | 2014-08-01 | 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 | 2015-12-15 | 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 | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | 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 | $185,766 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $49,928 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $18,396 | ProgramServiceRevenueAmt |
| Investment Income | $46 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Gaming Gross Income | $8,730 | GamingGrossIncomeAmt |
| Fundraising Gross Income | $108,666 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $30,869 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $86,527 | SpecialEventsNetIncomeLossAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Total Revenue | $154,897 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $82,498 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $630 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $132,703 | OtherExpensesTotalAmt |
| Total Expenses | $215,831 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$60,934 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $253,508 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $192,574 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $254,309 | BOYAmt |
| EOY | $193,375 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $254,309 | BOYAmt |
| EOY | $193,375 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $801 | BOYAmt |
| EOY | $801 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $253,508 | BOYAmt |
| EOY | $192,574 | 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 |
|---|---|
| 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. | $119,975 |
| Activities are supported that promote school spirit including family involvement, teacher appreciation, hospitality events and newsletters. | $30,421 |
| 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. | $61,445 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $211,841 | TotalProgramServiceExpensesAmt |
| Info In Schedule O Part IV | Yes (X) | InfoInScheduleOPartIVInd |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (15 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| LISA WENDT | ||
| President | 6.00 | $0 |
| SHELLEY PURCELL | ||
| Treasurer | 4.00 | $0 |
| CATIE MICALLEFF | ||
| Vice President | 4.00 | $0 |
| TARA STERN | ||
| Vice President | 4.00 | $0 |
| BONNIE CAMERON WELLS | ||
| Vice President | 4.00 | $0 |
| BRITTA ABROMS | ||
| Vice President | 4.00 | $0 |
| JENNIFER STANTON | ||
| Vice President | 4.00 | $0 |
| KATHERINE CORDANO | ||
| Vice President | 4.00 | $0 |
| ALENE TRAVALINI ANASE | ||
| Vice President | 4.00 | $0 |
| KRISSIE SCHLAGENHAUF | ||
| Vice President | 4.00 | $0 |
| AL OBRERO | ||
| Vice President | 4.00 | $0 |
| SHELLY JEFFRA | ||
| President | 0 | $0 |
| WENDY LARKS | ||
| Secretary | 0 | $0 |
| NOAH GALABOW | ||
| AUDITOR | 4.00 | $0 |
| GREG MANGANI | ||
| AUDITOR | 0 | $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 |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
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 | 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) |
|---|---|---|
| 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 | 6-PUBLIC SCHOOL | OrganizationTypeDesc |
| Governing Document Listed | false | GoverningDocumentListedInd |
| Support | $0 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
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 G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Auction - Dinner Event | Event1Nm |
| Gross Receipts Event1 | $80,989 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $80,989 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $16,082 | OtherDirectExpensesEvent1Amt |
| Event2 | GIFT WRAP FUNDRAISER | Event2Nm |
| Gross Receipts Event2 | $19,181 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $19,181 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $10,667 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $7,753 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $7,753 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $533 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $107,923 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $107,923 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $27,282 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $27,282 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $80,641 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (27 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Grants and Similar Amounts Paid In Excess of $5,000.1 | Class of Activity: SCHOOL PROGRAMS SUPPORT | Donee's Name: WALNUT CREEK EDUCATION FOUNDATION | Donee's Address: PO BOX 186 WALNUT CREEK, CA 94597 | Relationship of Donee: NONE | Cash Amount Given: $43000 |
| 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: $39498 |
| Other Expenses.1002 | Office Expenses $1476 |
| Other Expenses.1012 | Insurance $630 |
| Other Expenses.1 | SCIENCE SUPPLIES & CURRICULUM $48587 |
| Other Expenses.2 | TEACHER CLASSROOM EXPENSES $15637 |
| Other Expenses.3 | COUNSELING SUPPORT $12413 |
| Other Expenses.4 | YEARBOOKS $10704 |
| Other Expenses.5 | 5TH GRADE CAMP $8444 |
| Other Expenses.6 | LIBRARY SUPPORT $6504 |
| Other Expenses.7 | PARENT FUND EXPENSE $5777 |
| Other Expenses.8 | FUND-A-NEED $3413 |
| Other Expenses.9 | FALL FESTIVAL $2978 |
| Other Expenses.10 | STUDENT SUPPORT $2886 |
| Other Expenses.11 | STAFF APPRECIATION $2719 |
| Other Expenses.12 | DISASTER PREPAREDNESS $2319 |
| Other Expenses.13 | DIRECTORY & FAMILY INVOLVEMENT $2141 |
| Other Expenses.14 | ART TEACHER SUPPLIES $1301 |
| Other Expenses.15 | RECESS SUPERVISORS $1264 |
| Other Expenses.16 | BANK CHARGES $1256 |
| Other Expenses.17 | ASSEMBLIES $1100 |
| Other Expenses.18 | HOSPITALITY $539 |
| Other Expenses.19 | MUSIC TEACHER SUPPLIES $242 |
| Other Expenses.20 | ART & MUSIC NIGHT $200 |
| Other Expenses.21 | SCHOOL/OFFICE AID $109 |
| Other Expenses.22 | HEALTH & FITNESS $64 |
| Total Liabilities.1 | DONATIONS CARRYOVER - Beginning $801 DONATIONS CARRYOVER - Ending $801 |
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