Nonprofit · EIN 38-3704501
MORGAN ELEMENTARY PTO
Tax-exempt · HAMILTON, OH 45013
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $27,638 | $29,202 | -$1,564 | $52,334 | $0 | $52,334 |
| June 30, 2024 | 990-EZ | $24,128 | $25,364 | -$1,236 | $53,898 | $0 | $53,898 |
| June 30, 2023 | 990-EZ | $28,398 | $28,382 | $16 | $55,368 | $0 | $55,368 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $16,813
- Investment income
- $3
- Net income from fundraising events
- $10,822
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $925
- Occupancy
- $899
- Other expenses
- $27,378
- Program services (functional)
- $25,295
Balance sheet and other
- Total assets, start of year
- $53,898
- Total assets, end of year
- $52,334
- Total liabilities, end of year
- $0
- Net assets, end of year
- $52,334
- Cash, savings and investments
- $40,718
- Gross receipts
- $68,287
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TARA GILBERT | PRESIDENT | 10 | $0 |
| HEATHER HAYDEN | SECRETARY | 2 | $0 |
| BRIDGET WEGMAN | TREASURER | 3 | $0 |
| KARI YAGER | VICE PRESIDENT | 5 | $0 |
990-EZ for the year ended June 30, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TARA GILBERT | CO-VICE PRESIDENT | 10 | $0 |
| NICOLE PETERS | PRESIDENT | 5 | $0 |
| AUTUMN BREE BROCK | TREASURER | 5 | $0 |
| KARI YAGER | CO-VICE PRESIDENT | 3 | $0 |
| BRITTANY SIZEMORE | CO-SECRETARY | 5 | $0 |
| ANNA NIESE | CO-SECRETARY | 2 | $0 |
990-EZ for the year ended June 30, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SARA SCHOENECKER | PRESIDENT | 10 | $0 |
| ABBY PAYNE | VICE PRESIDENT | 3 | $0 |
| AUTUMN BREE BROCK | TREASURER | 5 | $0 |
| ANNA NIESE | CO-SECRETARY | 2 | $0 |
| BRITTANY GENTRY | CO-SECRETARY | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 3427 CHAPEL RD, HAMILTON, OH 45013-9292
- In care of
- % DEBBIE DIERDORF
- Mailing address (990-N for 2016)
- 3427 Chapel Road, Hamilton OH 45013
- Principal officer (990-N for 2016)
- Amy Eschenbach, 3427 Chapel Road, Hamilton OH 45013
- Signed the 990-EZ
- BRIDGET WEGMAN, TREASURER
- Phone
- (513) 738-1986
- Return prepared by
- ATLAS CPAS & ADVISORS PLLC
Mission
MORGAN ELEMENTARY PTO STRIVES TO PROMOTE A COOPERATIVE RELATIONSHIP AMONG PARENTS, TEACHERS AND STUDENTS IN ORDER TO ENHANCE THE EDUCATION ENVIRONMENT AND EXPERIENCE OF ITS STUDENTS.
Program accomplishments
- HOST EXTRACURRICULAR ACTIITIES THAT ENCOURAGE FAMILY INVOLVEMENT AND COMMUNITY OUTREACH. SUPPORT SCHOOL ACTIVITIES AND INCREASE SCHOOL SPIRIT. SUPPORT THE SCHOOL STAFF. COORDINATE VOLUNTEER PARTICIPATION TO SUPPORT SCHOOL PROGRAMS. RAISE FUNDS FOR SUPPLEMENTAL SERVICES, EQUIPMENT AND SUPPLIES.Expenses $25,295
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 38-3704501
- 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
- 2011
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B94)
- Assets (IRS master file)
- $52,334
- Income (IRS master file)
- $68,287
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $27,638 | $29,202 | $52,334 | IRS |
| 990-EZ | June 2024 | $24,128 | $25,364 | $53,898 | IRS |
| 990-EZ | June 2023 | $28,398 | $28,382 | $55,368 | XML |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2020 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
| 990-N for 2016 Officer: Amy Eschenbach | June 30, 2017 | ≤ $50,000 receipts | – | – | e-Postcard |
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 38-3704501).
Questions about MORGAN ELEMENTARY PTO
- What is the EIN of MORGAN ELEMENTARY PTO?
- The employer identification number (EIN) of MORGAN ELEMENTARY PTO is 38-3704501.
- Is MORGAN ELEMENTARY PTO tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to MORGAN ELEMENTARY PTO tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MORGAN ELEMENTARY PTO file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MORGAN ELEMENTARY PTO due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MORGAN ELEMENTARY PTO last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
- Who is the principal officer of MORGAN ELEMENTARY PTO?
- The 990-N for 2016 names Amy Eschenbach.
- Who are the officers and directors of MORGAN ELEMENTARY PTO?
- The 990-EZ for the year ended June 30, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does MORGAN ELEMENTARY PTO have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $27,638, expenses of $29,202 and total assets of $52,334 at year end.
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