FOREST HILLS ELEMENTERY SCHOOL PTO INC: Form 990EZ, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- FOREST HILLS ELEMENTERY SCHOOL PTO INC (EIN 93-0858044)
- Tax period
- 2019-08-01 to 2020-07-31
- Filed
- 2021-06-14
- IRS object ID
- 202131659349201303
- Schema version
- 2019v5.1
- 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 | 2021-06-14T20:57:48-04:00 | ReturnTs |
| Tax Period End | 2020-07-31 | 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 | 2019-08-01 | 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 | TIMOTHY NEWMAN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 5036992144 | PhoneNum |
| Signature | 2021-06-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Shari Anderson CPA | PreparerPersonNm |
| PTIN | P00429456 | PTIN |
| Phone | 5036559964 | PhoneNum |
| Preparation | 2021-06-14 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | 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 | $119,308 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $21,858 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $14,500 | ProgramServiceRevenueAmt |
| Fundraising Gross Income | $45,903 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $14,192 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $31,711 | SpecialEventsNetIncomeLossAmt |
| Gross Sales Of Inventory | $36,977 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $35,400 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | $1,577 | GrossProfitLossSlsOfInvntryAmt |
| Other Revenue Total | $70 | OtherRevenueTotalAmt |
| Total Revenue | $69,716 | TotalRevenueAmt |
| Other Expenses Total | $72,826 | OtherExpensesTotalAmt |
| Total Expenses | $72,826 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$3,110 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $156,250 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $153,140 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $154,643 | BOYAmt |
| EOY | $151,533 | 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 | $156,250 | BOYAmt |
| EOY | $153,140 | 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 | $156,250 | BOYAmt |
| EOY | $153,140 | 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 |
|---|---|
| THE PTO HAS A CURRICULUM ENRICHMENT PROGRAM TO AUGMENT TRADITIONAL CLASSROOM LEARNING | $13,576 |
| PURCHASE TECHNOLOGY AND TEACHER DISCRETIONARY FUNDS | $22,799 |
| OTHER PROGRAMS SPONSORING SCHOOL AND COMMUNITY EVENTS, AS WELL AS YEARBOOKS, BACK TO SCHOOL PACKETS AND 5TH GRADE CELEBRATION FOR OUTGOING STUDENTS | $22,006 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $58,381 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (6 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| DESIREE SCHLOTTHAUER | ||||
| PRESIDENT | 3.00 | $0 | $0 | $0 |
| AMY THOMSEN | ||||
| CO-PRESIDENT | 3.00 | $0 | $0 | $0 |
| TIMOTHY NEWMAN | ||||
| TREASURER | 3.00 | $0 | $0 | $0 |
| TRACI WILSON | ||||
| COMPLIANCE OFFICER | 3.00 | $0 | $0 | $0 |
| AMBER AMANDI | ||||
| SECRETARY | 3.00 | $0 | $0 | $0 |
| HILLARY GIBSON | ||||
| COMMUNICATIONS | 3.00 | $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 | TIMOTHY NEWMAN | 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 | $41,254 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,752 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $44,341 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,656 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,858 | CurrentTaxYearAmt |
| Total | $162,861 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $258,299 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $73,456 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $196,388 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $53,319 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,500 | CurrentTaxYearAmt |
| Total | $595,962 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $299,553 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $99,208 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $240,729 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $82,975 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $36,358 | CurrentTaxYearAmt |
| Total | $758,823 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $758,823 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $2 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1 | CurrentTaxYearMinus1YearAmt |
| Total | $3 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $2 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1 | CurrentTaxYearMinus1YearAmt |
| Total | $3 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $299,553 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $99,208 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $240,731 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $82,976 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $36,358 | CurrentTaxYearAmt |
| Total | $758,826 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 1.00000 | PublicSupportCY509Pct |
| Public Support PY509 | 0.00000 | 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 | AUCTION | Event1Nm |
| Gross Receipts Event1 | $30,775 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $7,250 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $23,525 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $5,738 | OtherDirectExpensesEvent1Amt |
| Event2 | 5TH CELEBRAT | Event2Nm |
| Gross Receipts Event2 | $16,594 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $16,594 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $8,358 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $5,784 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $5,784 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $96 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $53,153 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $7,250 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $45,903 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $14,192 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $14,192 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $31,711 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Description of other revenue Part I line 8 | DESCRIPTION AMOUNTMISCELLANEOUS REVENUE 70 |
| Description of other expenses Part I line 16 | DESCRIPTION AMOUNTSCHOOL AND COMMUNITY BUILDER 2,947ROOM PARTIES 3,550YEARBOOK 6,011CURRICULUM ENRICHMENT 13,576TECHNOLOGY SUPPORT 9,079SCHOOL SUPPLIES 13,720STAFF AND SCHOOL SUPPORT 2,702BACK TO SCHOOL 5015TH GRADE CELEBRATION 6,295PRIOR YEAR EXPENSES RECOGNIZED 2019 8,475ADMINISTRATIVE EXPENSES 1,629SPIRIT WEAR 4,341 |
| Description of other assets Part II line 24 | CATEGORY BEGINNING OF YEAR END OF YEARINVENTORY 1,607 1,607 |