GERALD R FORD ELEMENTARY SCHOOL PTOINC: Form 990EZ, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- GERALD R FORD ELEMENTARY SCHOOL PTOINC (EIN 20-8491102)
- Tax period
- 2014-08-01 to 2015-07-31
- Filed
- 2016-01-20
- IRS object ID
- 201600209349200210
- Schema version
- 2014v6.0
- 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 | 2016-01-20T12:12:29-06:00 | ReturnTs |
| Tax Period End | 2015-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271659369 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PRACTICE CPA INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44651 VILLAGE CT SUITE 125 | AddressLine1Txt |
| City | PALM DESERT | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92260 | 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 | 208491102 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GERALD R FORD ELEMENTARY SCHOOL | BusinessNameLine1Txt |
| Business Name Line2 | PARENT TEACHER ORGANIZATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GERA | BusinessNameControlTxt |
| Phone | 7604850182 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44-210 WARNER TRAIL | AddressLine1Txt |
| City | INDIAN WELLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92210 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANGIE LAFOND | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7607724120 | PhoneNum |
| Signature | 2016-01-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELISA SCHWARTZ CPAPFS | PreparerPersonNm |
| PTIN | P00629445 | PTIN |
| Phone | 7607777377 | PhoneNum |
| Preparation | 2016-01-20 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | 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 |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $104,490 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $5,717 | ContributionsGiftsGrantsEtcAmt |
| Fundraising Gross Income | $98,773 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $41,915 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $56,858 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $62,575 | TotalRevenueAmt |
| Other Expenses Total | $61,564 | OtherExpensesTotalAmt |
| Total Expenses | $61,564 | TotalExpensesAmt |
| Excess Or Deficit For Year | $1,011 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $176,264 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $177,275 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $176,264 | BOYAmt |
| EOY | $177,275 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $176,264 | BOYAmt |
| EOY | $177,275 | 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 | $176,264 | BOYAmt |
| EOY | $177,275 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | TO PROMOTE THE WELFARE OF OUR CHILDREN IN THE HOME,SCHOOL AND COMMUNITY. TO INCREASE AND ENHANCE MEMBER PARTICIPATION IN THE SCHOOL.TO ASSIST BUILDING THE RELATIONSHIP BETWEEN PARENTS AND TEACHERS SO THEY MAY WORK TOGETHER IN A COOPERATIVE SPIRIT OF SERVICE TO THE SCHOOL AND COMMUNITY. TO ENHANCE THE EDUCATIONAL FACILITIES AND OPPORTUNITIES FOR THE STUDNETS IN WAYS NOT OTHERWISE PROVIDED FOR IN THE SCHOOL BUDGETS. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | RAISES FUNDS AND PROVIDES ASSISTANCE, VOLUNTEERS, AND MATERIALS TO FURTHER THE GERALD R FORD ELEMENTARY SCHOOL EDUCATIONAL PROGRAMS AND TO PROMOTE THE SAFETY, WELFARE, AND ADVANCEMENT OF THE STUDENTS. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $0 | GrantsAndAllocationsAmt |
| Program Service Expenses | $0 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $0 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (7 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| JUAN RODRIGUEZ | ||||
| CO-PRESIDENT | 5.00 | $0 | $0 | $0 |
| JEWLY THOMAS | ||||
| CO-VICE PRESIDENT | 5.00 | $0 | $0 | $0 |
| AJ CZERWINSKI | ||||
| SECRETARY | 5.00 | $0 | $0 | $0 |
| ANGIE LAFOND | ||||
| TREASURER | 5.00 | $0 | $0 | $0 |
| DAWN THEISS | ||||
| PRESIDENT | 5.00 | $0 | $0 | $0 |
| HECTOR ROMERO | ||||
| CO-TREASURER | 5.00 | $0 | $0 | $0 |
| JANINE ALAS | ||||
| AUDITOR | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAWN THEISS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44-210 WARNER TRAIL | AddressLine1Txt |
| City | INDIAN WELLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7604850182 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| School Operating | 0 | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (1) | 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 | $18,371 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,914 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,739 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,247 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,717 | CurrentTaxYearAmt |
| Total | $44,988 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $90,749 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $92,645 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $85,276 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $113,791 | CurrentTaxYearMinus1YearAmt |
| Total | $382,461 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $109,120 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $101,559 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $95,015 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $116,038 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,717 | CurrentTaxYearAmt |
| Total | $427,449 | 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 |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $427,449 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $181 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $360 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $102 | CurrentTaxYearMinus2YearsAmt |
| Total | $643 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $181 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $360 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $102 | CurrentTaxYearMinus2YearsAmt |
| Total | $643 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $109,301 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $101,919 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $95,117 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $116,038 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,717 | CurrentTaxYearAmt |
| Total | $428,092 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99850 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99830 | PublicSupportPY509Pct |
| Investment Income CY | 0.00150 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00170 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | RED APPLE | Event1Nm |
| Gross Receipts Event1 | $29,064 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $29,064 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $13,784 | OtherDirectExpensesEvent1Amt |
| Event2 | BOOK FAIR | Event2Nm |
| Gross Receipts Event2 | $10,067 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $10,067 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $10,639 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 11 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $59,642 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $59,642 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $17,492 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $98,773 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $98,773 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $41,915 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $41,915 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $56,858 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION: SCHOOL SITE EXPENSES. AMOUNT: 1,198. DESCRIPTION: AWARD. AMOUNT: 2,048. DESCRIPTION: CLASS ROOM EXPENSES. AMOUNT: 13,709. DESCRIPTION: ACTIVITIES EXPENSES. AMOUNT: 42,965. DESCRIPTION: ADMIN.EXPENSES. AMOUNT: 1,644. TOTAL TO FORM 990-EZ, LINE 16: 61,564. | ExplanationTxt |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. | DeclarationDesc |