FOREST HILLS ELEMENTERY SCHOOL PTO INC: Form 990EZ, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- FOREST HILLS ELEMENTERY SCHOOL PTO INC (EIN 93-0858044)
- Tax period
- 2018-08-01 to 2019-07-31
- Filed
- 2020-06-12
- IRS object ID
- 202001649349200625
- Schema version
- 2018v3.1
- 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 | 2020-06-12T14:20:09-04:00 | ReturnTs |
| Tax Period End | 2019-07-31 | 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 | 2018-08-01 | 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 | TRACI WILSON | PersonNm |
| Person Title | OPERATIONS TREA | PersonTitleTxt |
| Phone | 5036992144 | PhoneNum |
| Signature | 2019-09-04 | 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 | 2020-06-12 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.166.94.255 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-06-12 | IPDt |
| IP Tm | 14:21:23 | IPTm |
| Federal Original Submission Id | 9321122020164qekmuyu | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-06-12 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | BCD6C035E984CBACE2E8AED4D22C46F216B554B7 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | BCD6C035E984CBACE2E8AED4D22C46F216B554B7 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | 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 | WWW.FORESTHILLSPTO.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $110,056 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $10,486 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $19,170 | ProgramServiceRevenueAmt |
| Investment Income | $1 | InvestmentIncomeAmt |
| Fundraising Gross Income | $53,319 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $24,012 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $29,307 | SpecialEventsNetIncomeLossAmt |
| Gross Sales Of Inventory | $27,080 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $25,771 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | $1,309 | GrossProfitLossSlsOfInvntryAmt |
| Total Revenue | $60,273 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $1,500 | GrantsAndSimilarAmountsPaidAmt |
| Other Expenses Total | $107,228 | OtherExpensesTotalAmt |
| Total Expenses | $108,728 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$48,455 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $204,705 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $156,250 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $203,098 | BOYAmt |
| EOY | $154,643 | 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 | $204,705 | BOYAmt |
| EOY | $156,250 | 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 | $204,705 | BOYAmt |
| EOY | $156,250 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | PROVIDE STUDENT AND SCHOOL SUPPORT | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (4 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|
| THE PTO HAS A CURRICULUM ENRICHMENT PROGRAM THAT INCLUDES ART CULTURE AND MUSIC AS WELL AS OTHER PROGRAMS WITHIN THE SCHOOL TO BENEFIT ALL STUDENTS | $33,331 |
| THE PTO PUTS ON SEVERAL EVENTS THROUGHOUT THE SCHOOL YEAR TO FOSTER SCHOOL PRIDE AND COMMUNITY BUILDING WITHHING THE SCHOOL | $20,307 |
| SCHOOL SUPPLIES AND TEACHER FUNDS | $15,179 |
| Other program services | $21,533 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $90,350 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (6 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| MELISSA HANIFAN | ||||
| OUTGOING PRESIDENT | 5.00 | $0 | $0 | $0 |
| DESI SCHLOTTHAUER | ||||
| INCOMING PRESIDENT | 5.00 | $0 | $0 | $0 |
| TRACI WILSON | ||||
| OPERATIONS TREASURER | 5.00 | $0 | $0 | $0 |
| AMBER HANSON | ||||
| COMPLIANCE TREASURER | 5.00 | $0 | $0 | $0 |
| AMBER AMANDI | ||||
| SECRETARY | 5.00 | $0 | $0 | $0 |
| SHALINI SRINIVASAN | ||||
| COMMUNICATIONS | 5.00 | $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 | TRACI WILSON | 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 | $11,045 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $41,254 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $25,752 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $44,341 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,656 | CurrentTaxYearAmt |
| Total | $152,048 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $212,076 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $258,299 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $73,456 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $196,388 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $53,319 | CurrentTaxYearAmt |
| Total | $793,538 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $223,121 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $299,553 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $99,208 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $240,729 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $82,975 | CurrentTaxYearAmt |
| Total | $945,586 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $945,586 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $2 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1 | CurrentTaxYearAmt |
| Total | $3 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $2 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1 | CurrentTaxYearAmt |
| Total | $3 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $223,121 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $299,553 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $99,208 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $240,731 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $82,976 | CurrentTaxYearAmt |
| Total | $945,589 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 1.00000 | 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 G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ROUNDUP | Event1Nm |
| Gross Receipts Event1 | $33,836 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $33,836 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $12,585 | OtherDirectExpensesEvent1Amt |
| Event2 | TREE SALE | Event2Nm |
| Gross Receipts Event2 | $14,315 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $14,315 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $6,966 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 3 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $5,168 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $5,168 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $4,461 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $53,319 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $53,319 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $24,012 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $24,012 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $29,307 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| List of grants and similar amounts paid Part I line 10 | ACTIVITY FOUNDATION GRANT GRANTEE DISTRICT FOUNDATION GRANT RELATIONSHIP NONE AMOUNT 1,500 |
| Description of other expenses Part I line 16 | DESCRIPTION AMOUNTPROGRAM EXPENSES - EVENTS 20,307YEARBOOK 8,707PROGRAM EXPENSES - CURRICULUM 33,331PROGRAM EXPENSES - TECHNOLOGY 15,008PROGRAM EXPENSES - SCHOOL SUPPORT 15,179PROGRAM EXPENSES - OTHER 6,525BACK TO SCHOOL PACKETS 277BANK CHARGES 106PROFESSIONAL FEES 400PTO EXPENSES 720INSURANCE 440MERCHANT FEES 1,368OTHER EXPENSES 3,000PRIOR YEAR EXPENSES 1,860 |
| Description of other assets Part II line 24 | CATEGORY BEGINNING OF YEAR END OF YEARSCRIP INVENTORY 1,607 1,607 |
| Other program services Part III line 31 | THE PTO HAS SEVERAL OTHER PROGRAMS INCLUDING TECHNOLOGY AND OTHER SUPPORT TO STAFF AND THE BROADER SCHOOL COMMUNITY. |