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Nonprofit · EIN 92-0497729

FRIENDS OF PHELAN-PTO

Tax-exempt · RICHMOND, TX 77469

Financials

$8K$3K2023
Revenue Expenses · by fiscal year end
Financials of FRIENDS OF PHELAN-PTO by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2023990-PF$8,105$2,564$5,541$10,246$0$10,246
Financial details: 990-PF for the year ended December 31, 2023

Revenue

Contributions, gifts and grants
$10,636

Expenses

Grants and similar amounts paid
$1,595
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$1,595

Balance sheet and other

Total assets, start of year
$4,505
Total assets, end of year
$10,246
Total liabilities, end of year
$0
Net assets, end of year
$10,246
Fair market value of assets
$10,246
Qualifying distributions
$1,595

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-PF for the year ended December 31, 2023, highest compensation first.

NameTitleHours / weekCompensation
BHAGVATI PATEL
PO BOX 2041, RICHMOND, TX 77046
TREASURER1$0
CHERYL LEAVITT
PO BOX 2041, RICHMOND, TX 77046
PRESIDENT1$0
DORIANNE MORENO
PO BOX 2041, RICHMOND, TX 77046
VP1$0
KAYLIE JOSEPH
PO BOX 2041, RICHMOND, TX 77046
SECRETARY1$0

Address and contacts

Address (IRS master file)
1600 GREAT BLUE HERON LN, RICHMOND, TX 77469-1258
Signed the 990-PF
EMILY FORSYTHE, PRESIDENT
Phone
(832) 802-3249
Return prepared by
ALLRED TAX ADVISORS PLLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025Not on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
92-0497729
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2022
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Education (B94)
Assets (IRS master file)
$10,246
Income (IRS master file)
$24,786

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2023$8,105$2,564$10,246XML
990-PFDecember 2022–––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 92-0497729).

Questions about FRIENDS OF PHELAN-PTO

What is the EIN of FRIENDS OF PHELAN-PTO?
The employer identification number (EIN) of FRIENDS OF PHELAN-PTO is 92-0497729.
Is FRIENDS OF PHELAN-PTO tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
Are donations to FRIENDS OF PHELAN-PTO tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does FRIENDS OF PHELAN-PTO file?
Form 990-PF. Private foundations file every year.
When is the next return of FRIENDS OF PHELAN-PTO due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did FRIENDS OF PHELAN-PTO last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2023.
Who are the officers and directors of FRIENDS OF PHELAN-PTO?
The 990-PF for the year ended December 31, 2023 lists 4 people; 0 received compensation from the organization.
How much revenue does FRIENDS OF PHELAN-PTO have?
On its 990-PF for the year ended December 31, 2023 it reported revenue of $8,105, expenses of $2,564 and total assets of $10,246 at year end.

Other nonprofits in RICHMOND

All nonprofits in RICHMOND · Texas · Education