FOREST HILLS ELEMENTERY SCHOOL PTO INC: Form 990EZ, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- FOREST HILLS ELEMENTERY SCHOOL PTO INC (EIN 93-0858044)
- Tax period
- 2024-08-01 to 2025-07-31
- Filed
- 2026-02-21
- IRS object ID
- 202620529349200412
- Schema version
- 2024v5.2
- 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 | 2026-02-21T11:07:20-05:00 | ReturnTs |
| Tax Period End | 2025-07-31 | 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 | 2024-08-01 | 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) |
|---|---|---|
| In Care Of | % KYLE RENALDS | InCareOfNm |
| Business Name Control | FORE | BusinessNameControlTxt |
| Phone | 5036992144 | PhoneNum |
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 | KYLE RENALDS | PersonNm |
| Person Title | TREASURER 2025 | PersonTitleTxt |
| Phone | 5036992144 | PhoneNum |
| Signature | 2025-11-05 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THEODORE A ANDERSON | PreparerPersonNm |
| PTIN | P00674912 | PTIN |
| Phone | 5036559964 | PhoneNum |
| Preparation | 2026-02-21 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | 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 | $147,019 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $8,307 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $18,142 | ProgramServiceRevenueAmt |
| Investment Income | $4 | InvestmentIncomeAmt |
| Fundraising Gross Income | $74,933 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $28,881 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $46,052 | SpecialEventsNetIncomeLossAmt |
| Gross Sales Of Inventory | $45,003 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $41,107 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | $3,896 | GrossProfitLossSlsOfInvntryAmt |
| Other Revenue Total | $630 | OtherRevenueTotalAmt |
| Total Revenue | $77,031 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $1,500 | GrantsAndSimilarAmountsPaidAmt |
| Other Expenses Total | $151,890 | OtherExpensesTotalAmt |
| Total Expenses | $153,390 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$76,359 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $193,294 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $116,935 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $191,687 | BOYAmt |
| EOY | $115,328 | 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 | $193,294 | BOYAmt |
| EOY | $116,935 | 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 | $193,294 | BOYAmt |
| EOY | $116,935 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | PROVIDE SUPPORT TO STUDENTS AND STAFF | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (4 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Program Service ExpensesProgramServiceExpensesAmt | Grants And AllocationsGrantsAndAllocationsAmt |
|---|---|---|
| CURRICULUM ENRICHMENT AND TEACHER / DISCRETIONARY FUNDS USED FOR SCHOOL SUPPLIES AND OTHER ITEMS NEEDED IN THE CLASSROOMS. | $65,691 | |
| SCHOOL SUPPLIES, TEACHER START UP, STAFF APPRECIATION, DIRECTORY AND OTHER SCHOOL WIDE SUPPORT FROM PTO | $31,307 | $1,500 |
| SCHOOL COMMUNITY EVENTS. INCLUDING FAMILY NIGHT, CARNIVAL, FUN RUN, BACK TO SCHOOL PICNIC | $24,272 | |
| Other program services | $26,267 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $147,537 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (9 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| GRETCHEN MCCLAUGHRY | ||||
| PRESIDENT | 2.00 | $0 | $0 | $0 |
| SHAUN SWENSON | ||||
| VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| BRIANNA OGORMAN | ||||
| OPERATIONS TREASURER | 2.00 | $0 | $0 | $0 |
| SIDNEY VILLANUEVA | ||||
| COMPLIANCE TREASURER | 2.00 | $0 | $0 | $0 |
| TRACI WILSON | ||||
| SECRETARY | 2.00 | $0 | $0 | $0 |
| KRISTEN BATES | ||||
| SECRETARY | 2.00 | $0 | $0 | $0 |
| KATHRYN KUNTZ | ||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| IRIS RINGER | ||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| KYLE RENALDS | ||||
| TREASURER 2025 | 0.00 | $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 | KYLE RENALDS | 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 | $8,843 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $72,687 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,400 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,952 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,449 | CurrentTaxYearAmt |
| Total | $152,331 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $25,648 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $273,678 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $144,398 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $167,532 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $119,936 | CurrentTaxYearAmt |
| Total | $731,192 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $34,491 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $346,365 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $168,798 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $187,484 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $146,385 | CurrentTaxYearAmt |
| Total | $883,523 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $883,523 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year | $4 | CurrentTaxYearAmt |
| Total | $6 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year | $4 | CurrentTaxYearAmt |
| Total | $6 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year | $630 | CurrentTaxYearAmt |
| Total | $640 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $34,503 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $346,365 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $168,798 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $187,484 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $147,019 | CurrentTaxYearAmt |
| Total | $884,169 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99930 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99980 | 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 | $68,296 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $5,800 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $62,496 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $22,651 | OtherDirectExpensesEvent1Amt |
| Event2 | 5TH GRADE | Event2Nm |
| Gross Receipts Event2 | $12,437 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $12,437 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $6,230 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $80,733 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $5,800 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $74,933 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $28,881 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $28,881 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $46,052 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Description of other revenue Part I line 8 | Description AmountPASSTHROUGH PROGRAMS 630 |
| List of grants and similar amounts paid Part I line 10 | Grantee LAKE OSWEGO SCHOOL FOUNDATION Street 2455 COUNTRY CLUB ROAD City, State, Zip LAKE OSWEGO, OR 97034Relationship NONE Amount 1,500 |
| Description of other expenses Part I line 16 | Description AmountPROGRAM YEARBOOK ROOM PARTY 16,837PROGRAM COMMUNITY BUILDER 24,272PROGRAM CURRICULUM ENRICHMENT 65,691PROGRAM TECHNOLOGY 2,100PROGRAM SCHOOL SUPPLIES 15,399PROGRAM VARIOUS 14,408PROGRAM 5TH GRADE CELEBRATION 7,330TAX AND LICENSE 173HOSPITALITY 779INSURANCE 253SUPPLIES 721PRIOR YEAR EXPENSES 3,736BANK SERVICE CHARGES 189ROUNDING 2 |
| Description of other assets Part II line 24 | Category Beginning of Year End of YearINVENTORY 1,607 1,607 |
| Other program services Part III line 31 | ALL OTHER PROGRAMS UNDERTAKEN, INCLUDING BUT NOT LIMITED TO 5TH GRADE CELEBRATION, TECHNOLOGY SUPPORT, YEARBOOK AND ROOM PARTIES. |