Nonprofit · EIN 20-8798757
LIBERTY TREE ELEMENTARY PARENT TEACHER ORGANIZATION
Tax-exempt · POWELL, OH 43065
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2024 | 990-EZ | $48,545 | $55,320 | -$6,775 | $22,629 | – | $22,629 |
Financial details: 990-EZ for the year ended July 31, 2024
Revenue
- Contributions, gifts and grants
- $2,180
- Program service revenue
- $46,364
- Investment income
- $1
Expenses
- Compensation of officers, directors and key employees
- $0
- Other expenses
- $55,320
- Program services (functional)
- $55,320
Balance sheet and other
- Total assets, start of year
- $29,404
- Total assets, end of year
- $22,629
- Total liabilities, end of year
- –
- Net assets, end of year
- $22,629
- Cash, savings and investments
- $22,629
- Gross receipts
- $48,545
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended July 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NATALIE TAYLOR | VOLUNTEER CO | 3 | $0 |
| SAMANTHA O'LEARY | COMM/PR COOR | 3 | $0 |
| AMY ZENDER | FUNDRAISING | 3 | $0 |
| JAMIE MILES | SECRETARY | 3 | $0 |
| STEPHANIE WILSON | CO VICE-PRES | 3 | $0 |
| SARAH STEMAN | CO-VICE PRES | 3 | $0 |
| KERRY SMITH | PRESIDENT | 7 | $0 |
| BRIE BARCOMB | CO-TREASURER | 2 | $0 |
| EMILY LITTLE | EMERITUS ADV | 0 | $0 |
| ERICA WORLEY | CO-TREASURER | 3 | $0 |
Address and contacts
- Address (IRS master file)
- 6877 SAWMILL PKWY, POWELL, OH 43065-9848
- In care of
- % PRESIDENT
- Mailing address (990-N for 2024)
- 6877 Sawmill Parkway, Powell OH 43065
- Principal officer (990-N for 2024)
- Brie Barcomb, 6877 Sawmill Parkway, Powell OH 43065
- Signed the 990-EZ
- BRIE BARCOMB, CO-TREASURER
- Phone
- (740) 657-5600
- Website
- GOPTO.NET/Z-LIBERTYTREE
- Return prepared by
- MANDY DARGATZ CPA
Mission
THE PRIMARY PURPOSE OF LIBERTY TREE PARENT TEACHER ORGANIZATION (LTES PTO) IS TO ENHANCE THE EDUCATIONAL FACILITIES AND OPPORTUNITIES FOR THE STUDENTS OF LIBERTY TREE ELEMENTARY SCHOOL BY PROVIDING SUPPORT FOR THEIR EDUCATIONAL NEEDS AND TO PROMOTE OPEN COMMUNICATION BETWEEN ADMINISTRATION, FACULTY, STAFF, STUDENTS, PARENTS AND THE COMMUNITY AT LARGE.
Program accomplishments
- LIBERTY TREE PTO ASKES THE STUDENT BODY FAMILIES TO DONATE CASH IN LIEU OF PARTICIPATING IN OTHER FUNDRAISERS.Expenses $120
- DURING THE 2023-2024 SCHOOL YEAR, LTES PTO PROVIDED THE FOLLOWING SERVICES AND PROGRAMS IN FURTHERANCE OF ITS EXEMPT PURPOSE: ASSEMBLIES: LTES PTO HAS PROVIDED FUNDS FOR VARIOUS STUDENT ASSEMBLIES THROUGHOUT THE YEAR INCLUDING COSI ON WHEELS. AUTHOR VISITS: NOTED CHILDREN'S AUTHORS ARE INVITED TO SPEAK AND VISIT WITH THE STUDENTS. BOOK FAIR: STUDENTS, STAFF AND FAMILIES ARE GIVEN AN OPPORTUNITY TO PURCHASE SCHOLASTIC BOOKS FOR HOME AND CLASSROOM LIBRARIES. PROCEEDS FROM THE FALL BOOK FAIR PROVIDED PURCHASE OF BOOKS FOR THE LIBRARY AND INDIVIDUAL CLASSROOMS. FIELD TRIPS: LTES PTO PROVIDES FUNDS FOR VARIOUS STUDENT FIELD TRIPS THROUGHOUT THE YEAR. ADDITIONALLY, LTES PTO SPONSORS VARIOUS ACTIVITIES FOR STUDENTS AND EXPENDS FUNDS FOR THE 5TH GRADE SEND-OFF. STAFF APPRECIATION & TEACHER ENRICHMENT: LTES PTO FUNDS VARIOUS ACTIVITIES THROUGHOUT THE YEAR FOR STAFF, INCLUDING BACK-TO-SCHOOL KITS, LEARNING MATERIALS FOR THE CLASSROOMS, DINNERS FOR THE TEACHERS ON CONFERENCE NIGHTS AND STAFF APPRECIATION LUNCHEON. DURING THE SCHOOL YEAR, LTES PTO DONATED FUNDS FOR NEW LIBRARY BOOKS FOR EACH CLASSROOM.Expenses $55,200
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990-N on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990-EZ on file |
IRS record
- EIN
- 20-8798757
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2007
- Accounting year ends
- July
- Files
- Form 990-N (e-Postcard)
- Category (NTEE)
- Education (B94)
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-N for 2024 Officer: Brie Barcomb | July 31, 2025 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-EZ | July 2024 | $48,545 | $55,320 | $22,629 | XML |
| 990-EZ | July 2023 | – | – | – | IRS |
| 990-EZ | July 2022 | – | – | – | IRS |
| 990-EZ | July 2021 | – | – | – | IRS |
| 990-EZ | July 2019 | – | – | – | IRS |
| 990-EZ | July 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-8798757).
Questions about LIBERTY TREE ELEMENTARY PARENT TEACHER ORGANIZATION
- What is the EIN of LIBERTY TREE ELEMENTARY PARENT TEACHER ORGANIZATION?
- The employer identification number (EIN) of LIBERTY TREE ELEMENTARY PARENT TEACHER ORGANIZATION is 20-8798757.
- Is LIBERTY TREE ELEMENTARY PARENT TEACHER ORGANIZATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to LIBERTY TREE ELEMENTARY PARENT TEACHER ORGANIZATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LIBERTY TREE ELEMENTARY PARENT TEACHER ORGANIZATION file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of LIBERTY TREE ELEMENTARY PARENT TEACHER ORGANIZATION due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LIBERTY TREE ELEMENTARY PARENT TEACHER ORGANIZATION last file with the IRS?
- The latest return in the IRS public files is the 990-N for 2024 for the year ended July 31, 2025.
- Who is the principal officer of LIBERTY TREE ELEMENTARY PARENT TEACHER ORGANIZATION?
- The 990-N for 2024 names Brie Barcomb.
- Who are the officers and directors of LIBERTY TREE ELEMENTARY PARENT TEACHER ORGANIZATION?
- The 990-EZ for the year ended July 31, 2024 lists 10 people; 0 received compensation from the organization.
- How much revenue does LIBERTY TREE ELEMENTARY PARENT TEACHER ORGANIZATION have?
- On its 990-EZ for the year ended July 31, 2024 it reported revenue of $48,545, expenses of $55,320 and total assets of $22,629 at year end.
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