JOHN ROGERS ELEMENTARY PTA: Form 990EZ, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- JOHN ROGERS ELEMENTARY PTA (EIN 91-1154646)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2020-10-16
- IRS object ID
- 202002909349200520
- Schema version
- 2017v2.2
- 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 | 2020-10-16T08:29:08-07:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 831019924 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Elizabeth Whiteman CPA Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15338 Interlake Ave N | AddressLine1Txt |
| City | Shoreline | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98133 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911154646 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | John Rogers Elementary PTA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 2062524320 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4030 NE 109th Street | AddressLine1Txt |
| City | Seattle | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98125 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Christopher Jernstrom | PersonNm |
| Person Title | Sub-Treasurer | PersonTitleTxt |
| Signature | 2020-10-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Elizabeth Whiteman | PreparerPersonNm |
| PTIN | P01973155 | PTIN |
| Phone | 4252414599 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | johnrogerspta.org | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $151,540 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $63,401 | ContributionsGiftsGrantsEtcAmt |
| Membership Dues | $1,440 | MembershipDuesAmt |
| Investment Income | $507 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Fundraising Gross Income | $86,192 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $33,641 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $52,551 | SpecialEventsNetIncomeLossAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Total Revenue | $117,899 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $126,928 | GrantsAndSimilarAmountsPaidAmt |
| Other Expenses Total | $3,972 | OtherExpensesTotalAmt |
| Total Expenses | $130,900 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$13,001 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $142,298 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $129,297 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $157,613 | BOYAmt |
| EOY | $153,012 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $500 | BOYAmt |
| EOY | $2,916 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $158,113 | BOYAmt |
| EOY | $155,928 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,815 | BOYAmt |
| EOY | $26,631 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $142,298 | BOYAmt |
| EOY | $129,297 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | To provide student enrichment/education, community support programs, and student support/education grants to the students and families at John Rogers Elementary in Seattle, Washington. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| Enrichment/Education Programs: Enrichment and Education programs that benefit all students throughout the year (over 350 students). Includes art, science, math and technology enrichment, field trips, theater assemblies, and library books. | $40,547 | $14,303 |
| Community: Community support programs benefit the entire school community (over 350 students and their families). Family social events include Fall Festival, Ice Cream Social, STEM Night, Art Walk, Back-to-School BBQ, Heritage Night, all of which build community. | $1,898 | |
| Student/Education Support: Support grants for reading tutors, playground supervisor, counselor, support for weekend meals (for students at risk of hunger), and other support programs. | $79,216 | $34,704 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $121,661 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (7 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| Kerry Brown-Wooster | ||
| Co-President | 15.00 | $0 |
| Nicole Denny | ||
| Co-President | 15.00 | $0 |
| Candice Holsapple | ||
| Vice President | 10.00 | $0 |
| Cristi Schwend | ||
| Co-Secretary | 5.00 | $0 |
| Melissa Blumhagen | ||
| Co-Secretary | 5.00 | $0 |
| Judith Van Nice | ||
| Treasurer | 15.00 | $0 |
| Christopher Jernstrom | ||
| Sub-Treasurer | 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 |
| 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 |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Christopher Jernstrom | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4030 NE 109th Street | AddressLine1Txt |
| City | Seattle | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98125 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2062524320 | 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) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $32,398 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $27,554 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,405 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,833 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $66,875 | CurrentTaxYearAmt |
| Total | $155,065 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $79,586 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $88,118 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $85,610 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $137,543 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $85,501 | CurrentTaxYearAmt |
| Total | $476,358 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $111,984 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $115,672 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $99,015 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $152,376 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $152,376 | CurrentTaxYearAmt |
| Total | $631,423 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $631,423 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $294 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $358 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $401 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $418 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $418 | CurrentTaxYearAmt |
| Total | $1,889 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $294 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $358 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $401 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $418 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $418 | CurrentTaxYearAmt |
| Total | $1,889 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $1,958 | CurrentTaxYearAmt |
| Total | $1,958 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $112,278 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $116,030 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $99,416 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $152,794 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $154,752 | CurrentTaxYearAmt |
| Total | $635,270 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99390 | PublicSupportCY509Pct |
| Investment Income CY | 0.00300 | InvestmentIncomeCYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Auction | Event1Nm |
| Gross Receipts Event1 | $84,219 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $30,955 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $53,264 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $2,343 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $2,618 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $11,363 | EntertainmentEvent1Amt |
| Event2 | Move-A-Thon | Event2Nm |
| Gross Receipts Event2 | $18,536 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $16,736 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $1,800 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $3,087 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $24,876 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $24,876 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $8,708 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $127,631 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $47,691 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $79,940 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $2,343 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $2,618 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $11,363 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $11,795 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $28,119 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $51,821 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Grants and Similar Amounts Paid In Excess of $5,000.1 | | Cash Amount Given: $126928 |
| Other Expenses.1 | Administrative $3972 |
| Other Assets.1006 | Pledges and Grants Receivable - Beginning $0 Pledges and Grants Receivable - Ending $1055 |
| Other Assets.1011 | Prepaid Expenses and Deferred Charges - Beginning $500 Prepaid Expenses and Deferred Charges - Ending $1861 |
| Total Liabilities.1001 | Accounts Payable and Accrued Expenses - Beginning $15815 Accounts Payable and Accrued Expenses - Ending $26631 |
| Penalty Abatement | Please see attached penalty abatement request letter. |