FOREST HILLS ELEMENTERY SCHOOL PTO INC: Form 990EZ, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- FOREST HILLS ELEMENTERY SCHOOL PTO INC (EIN 93-0858044)
- Tax period
- 2022-08-01 to 2023-07-31
- Filed
- 2024-06-13
- IRS object ID
- 202401659349201205
- Schema version
- 2022v5.0
- 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 | 2024-06-13T14:10:33-04:00 | ReturnTs |
| Tax Period End | 2023-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 931226620 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Shari Anderson CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14846 S Brunner Rd | AddressLine1Txt |
| City | Oregon City | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97045 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2022-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930858044 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOREST HILLS ELEMENTARY SCHOOL PTO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FORE | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1133 ANDREWS RD | AddressLine1Txt |
| City | LAKE OSWEGO | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97034 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIANNA OGORMAN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 5036992144 | PhoneNum |
| Signature | 2024-06-10 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BRIANNA | PersonFirstNm |
| Person Last | OGORMAN | PersonLastNm |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Theodore A Anderson | PreparerPersonNm |
| PTIN | P00674912 | PTIN |
| Phone | 5036559964 | PhoneNum |
| Preparation | 2024-06-13 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| OOB Security Verification | 00 | OOBSecurityVerificationCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Website Address | WWW.FORESTHILLSPTO.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $174,744 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $24,400 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $2 | InvestmentIncomeAmt |
| Fundraising Gross Income | $103,393 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $25,943 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $77,450 | SpecialEventsNetIncomeLossAmt |
| Gross Sales Of Inventory | $41,005 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $37,620 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | $3,385 | GrossProfitLossSlsOfInvntryAmt |
| Other Revenue Total | $5,944 | OtherRevenueTotalAmt |
| Total Revenue | $111,181 | TotalRevenueAmt |
| Other Expenses Total | $176,250 | OtherExpensesTotalAmt |
| Total Expenses | $176,250 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$65,069 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $293,229 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $228,160 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $291,622 | BOYAmt |
| EOY | $226,553 | EOYAmt |
Land And Buildings LandAndBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,607 | BOYAmt |
| EOY | $1,607 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $293,229 | BOYAmt |
| EOY | $228,160 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $293,229 | BOYAmt |
| EOY | $228,160 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | PROVIDE SUPPORT TO STUDENTS AND STAFF | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|
| CURRICULUM ENRICHMENT AND TEACHER / DISCRETIONARY FUNDS USED FOR SCHOOL SUPPLIES AND OTHER ITEMS NEEDED IN THE CLASSROOMS. | $44,425 |
| WALKING PATH RECONSTRUCTION | $78,086 |
| ALL OTHER PROGRAMS UNDERTAKEN. INCLUDING STAFF APPRECIATION, 5TH GRADE GRADUATION CELEBRATION, FAMILY NIGHTS, CARNIVAL | $45,623 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $168,134 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (7 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| KATHRYN KUNTZ | ||||
| CO-PRESIDENT | 1.00 | $0 | $0 | $0 |
| KRISTEN BATES | ||||
| CO-PRESIDENT | 1.00 | $0 | $0 | $0 |
| BRIANNA OGORMAN | ||||
| OPERATIONS TREASURER | 1.00 | $0 | $0 | $0 |
| TRACI WILSON | ||||
| COMPLIANCE TREASURER | 1.00 | $0 | $0 | $0 |
| AMBER AMANDI | ||||
| CO-SECRETARY | 1.00 | $0 | $0 | $0 |
| KELLY HUTCHINSON | ||||
| CO-SECRETARY | 1.00 | $0 | $0 | $0 |
| BREANNE KLOSE | ||||
| BOARD MEMBER | 1.00 | $0 | $0 | $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 | OR | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIANNA OGORMAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1133 ANDREWS RD | AddressLine1Txt |
| City | LAKE OSWEGO | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97034 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5036992144 | 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 |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $29,656 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,858 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,843 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $72,687 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,400 | CurrentTaxYearAmt |
| Total | $157,444 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $53,319 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,500 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $25,648 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $273,678 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $144,398 | CurrentTaxYearAmt |
| Total | $511,543 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $82,975 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $36,358 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $34,491 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $346,365 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $168,798 | CurrentTaxYearAmt |
| Total | $668,987 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $668,987 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $2 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2 | CurrentTaxYearAmt |
| Total | $6 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $2 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2 | CurrentTaxYearAmt |
| Total | $6 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $10 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $5,944 | CurrentTaxYearAmt |
| Total | $5,954 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $82,976 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $36,358 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $34,503 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $346,366 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $174,744 | CurrentTaxYearAmt |
| Total | $674,947 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99120 | PublicSupportCY509Pct |
| Public Support PY509 | 1.00000 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ROUND UP | Event1Nm |
| Gross Receipts Event1 | $91,512 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $3,750 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $87,762 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $15,649 | OtherDirectExpensesEvent1Amt |
| Event2 | WREATH SALES | Event2Nm |
| Gross Receipts Event2 | $15,631 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $15,631 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $10,294 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $107,143 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $3,750 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $103,393 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $25,943 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $25,943 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $77,450 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Description of other revenue Part I line 8 | DESCRIPTION AMOUNTREFUND 5,944 |
| Description of other expenses Part I line 16 | DESCRIPTION AMOUNTROUNDING 2PROGRAM EXPENSES 168,134SOFTWARE 450BANK FEES 157PROFESSIONAL FEES 1,029OFFICE SUPPLIES 177INSURANCE 253MERCHANT FEES 443PREPAID / PRIOR YEAR EXPENSES 5,605 |
| Description of other assets Part II line 24 | CATEGORY BEGINNING OF YEAR END OF YEARINVENTORY 1,607 1,607 |