STRATEGY STUDIO / PUBLIC DATA EXPLORER

FOREST HILLS ELEMENTERY SCHOOL PTO INC: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
FOREST HILLS ELEMENTERY SCHOOL PTO INC (EIN 93-0858044)
Tax period
2013-08-01 to 2014-07-31
Filed
2015-01-22
IRS object ID
201540399349300354
Schema version
2013v4.0
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

FieldValueIRS element (for citing)
Return2015-01-22T17:49:06-08:00ReturnTs
Tax Period End2014-07-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN931226620PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Shari Anderson CPABusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line114846 S Brunner RdAddressLine1
CityOregon CityCity
StateORState
ZIP Code97045ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-08-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN930858044EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FOREST HILLS ELEMENTARY SCHOOL PTOBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlFOREBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11133 ANDREWS RDAddressLine1
CityLAKE OSWEGOCity
StateORState
ZIP Code97034ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKERRIE WOOLWORTHPersonNm
Person TitleOPERATIONS TREAPersonTitleTxt
Phone5036992144PhoneNum
Signature2015-01-02SignatureDt
Discuss With Paid PreparerfalseDiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonShari Anderson CPAPreparerPersonNm
PTINP00429456PTIN
Phone5036559964PhoneNum
Preparation2015-01-22PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-04-25 22:37:26ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Gross Receipts$269,725GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.FORESTHILLSPTO.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1996FormationYr
Legal Domicile StateORLegalDomicileStateCd
Activity Or MissionTO PROVIDE STUDENT ENRICHMENT AND SUPPORT TO SCHOOL DISTRICT AND STAFF.ActivityOrMissionDesc
Voting Members Governing Body5VotingMembersGoverningBodyCnt
Voting Members Independent5VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
CY Contributions Grants$24,060CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
CY Investment Income$0CYInvestmentIncomeAmt
CY Other Revenue$93,959CYOtherRevenueAmt
CY Total Revenue$118,019CYTotalRevenueAmt
CY Grants And Similar Paid$1,000CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
CY Other Expenses$66,770CYOtherExpensesAmt
CY Total Expenses$67,770CYTotalExpensesAmt
CY Revenues Less Expenses$50,249CYRevenuesLessExpensesAmt
Total Assets BOY$64,083TotalAssetsBOYAmt
Total Assets EOY$114,332TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$64,083NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$114,332NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE STUDENT ENRICHMENT AND SUPPORT TO SCHOOL DISTRICT AND STAFF.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$20,698ExpenseAmt
DescCLASSROOM ENRICHMENT INCLUDING ART LITERACYDesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$15,000ExpenseAmt
DescTECHNOLOGY INCLUDING HARDWARE AND SOFTWAREDesc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$13,441ExpenseAmt
DescSCHOOL ACTIVITY EXPENSES, INCLUDING SCHOOL MOVIE NIGHT, ROOM PARTIES, AND OTHER SCHOOL WIDE ACTIVITES.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$16,664ExpenseAmt
DescALL OTHER PTO PROGRAMS AND ACTIVITIES TO SUPPORT STUDENTS AND TEACHERS.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$16,664TotalOtherProgSrvcExpenseAmt
Total Program Service Expenses$65,803TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee0EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members5GoverningBodyVotingMembersCnt
Independent Voting Member5IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyfalseConflictOfInterestPolicyInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Written Policy Or ProcedurefalseWrittenPolicyOrProcedureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonJENNIFER PRAGERPersonNm
Phone5036992144PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11133 ANDREWS RDAddressLine1
CityLAKE OSWEGOCity
StateORState
ZIP Code97034ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (5 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
JACKIE CLEE
CO-PRESIDENT10.000.00Yes (X)$0$0$0
CAREY DIPIETRO-MONIS
CO-PRESIDENT10.000.00Yes (X)$0$0$0
KERRIE WOOLWORTH
OPERATIONS TREASURER10.000.00Yes (X)$0$0$0
JENNIFER PRAGER
COMPLIANCE TREASURER10.000.00Yes (X)$0$0$0
JEN GOZDOWSKI-BROWN
SECRETARY10.000.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Membership Dues$5,540MembershipDuesAmt
All Other Contributions$18,520AllOtherContributionsAmt
Total Contributions$24,060TotalContributionsAmt
Fundraising Gross Income$245,665FundraisingGrossIncomeAmt
Fundraising Direct Expenses$151,706FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$93,959TotalRevenueColumnAmt
Exclusion$93,959ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$118,019TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$93,959ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,000TotalAmt
Program Services$1,000ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
ENRICHMENT PROGRAMS ART LIT$20,698$20,698
DIRECT CLASSROOM$26,240$26,240
PROGRAM SERVICE EXPENSE$13,441$13,441
OPERATIONAL EXPENSES$1,967$1,967

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$4,424TotalAmt
Program Services$4,424ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$67,770TotalAmt
Program Services$65,803ProgramServicesAmt
Management And General$1,967ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$64,083BOYAmt
EOY$112,725EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
EOY$1,607EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$64,083BOYAmt
EOY$114,332EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$64,083BOYAmt
EOY$114,332EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$64,083BOYAmt
EOY$114,332EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$64,083BOYAmt
EOY$114,332EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$50,249ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$15,394CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$12,437CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,830CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8,377CurrentTaxYearMinus1YearAmt
Current Tax Year$8,298CurrentTaxYearAmt
Total$51,336TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$117,593CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$270,528CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$319,438CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$172,607CurrentTaxYearMinus1YearAmt
Current Tax Year$261,427CurrentTaxYearAmt
Total$1,141,593TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$132,987CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$282,965CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$326,268CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$180,984CurrentTaxYearMinus1YearAmt
Current Tax Year$269,725CurrentTaxYearAmt
Total$1,192,929TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,000CurrentTaxYearMinus4YearsAmt
Total$5,000TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,000CurrentTaxYearMinus4YearsAmt
Total$5,000TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$1,187,929PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$12CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5CurrentTaxYearMinus3YearsAmt
Total$17TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$12CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5CurrentTaxYearMinus3YearsAmt
Total$17TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$132,999CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$282,970CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$326,268CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$180,984CurrentTaxYearMinus1YearAmt
Current Tax Year$269,725CurrentTaxYearAmt
Total$1,192,946TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.99580PublicSupportCY509Pct
Investment Income CY0.00000InvestmentIncomeCYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Name Of Event1AUCTIONNameOfEvent1Amt
Gross Receipts Event1$131,078GrossReceiptsEvent1Amt
Gross Revenue Event1$131,078GrossRevenueEvent1Amt
Other Direct Expenses Event1$47,183OtherDirectExpensesEvent1Amt
Name Of Event2SCRIP SALESNameOfEvent2Amt
Gross Receipts Event2$97,453GrossReceiptsEvent2Amt
Gross Revenue Event2$97,453GrossRevenueEvent2Amt
Other Direct Expenses Event2$92,869OtherDirectExpensesEvent2Amt
Other Events Total3OtherEventsTotalCnt
Gross Receipts Other Events$17,134GrossReceiptsOtherEventsAmt
Gross Revenue Other Events$17,134GrossRevenueOtherEventsAmt
Oth Direct Expnss Other Events$11,654OthDirectExpnssOtherEventsAmt
Gross Receipts Total$245,665GrossReceiptsTotalAmt
Gross Revenue Total Events$245,665GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$151,706OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$151,706DirectExpenseSummaryEventsAmt
Net Income Summary$93,959NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Members or stockholder classes and rights Part VI line 6DUES ARE CHARGED FOR MEMBERSHIP
Member election for additional members Part VI line 7aALL MEMBERS MAY NOMINATE AND ELECT MEMBERS TO THE BOARD.
Governing body decisions Part VI line 7bTHE BOARD RECOMMENDS ACTIONS TO THE MEMBERSHIP FOR VOTE.
Form 990 governing body review Part VI line 11NO REVIEW WAS OR WILL BE MADE.
Governing documents etc available to public Part VI line 19DOCUMENTS ARE AVAILABLE UPON WRITTEN REQUEST FROM THE PUBLIC. ALL EXPENSES INCURRED WILL BE PAID BY THE REQUESTER.