2024-04-08T07:38:24-05:00 2023-06-30 630721243 BORLAND BENEFIELD PC 800 SHADES CREEK PARKWAY - SUITE 875 BIRMINGHAM AL 35209 990 2022-07-01 264085689 MOUNTAIN BROOK COUNCIL PTO INC MOUN 2058714608 PO BOX 130236 MOUNTAIN BROOK AL 35213 MEG KRAWCZYK TREASURER 2058714608 2024-03-12 1 MEG KRAWCZYK 999009999 1 SUSAN R WALLER CPA P01048625 2058027212 2024-03-11 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z COUGAR PTO CHIEF PTO LANCER PTO RANGER PTO JR SPARTAN PTO SPARTAN PTO MEG KRAWCZYK PO BOX 130236 MOUNTAIN BROOK AL 35213 1679123 0 X VARIOUS X 2009 AL PROMOTING THE WELFARE OF CHILDREN VIA COLLABORATION OF TEACHERS, SCHOOLS AND PARENTS 14 14 0 1200 0 0 1057715 1476002 116937 82806 211 1667 116563 79034 1291426 1639509 912346 1189797 0 0 0 0 45375 85884 116000 318038 302319 1275759 1578000 15667 61509 492321 553830 0 0 492321 553830 X TO PROMOTE THE WELFARE OF CHILDREN AND YOUTH IN HOME, SCHOOL, AND COMMUNITY; TO SUPPORT THE EFFORTS OF PROVIDING AN EFFECTIVE, CHALLENGING, AND ENGAGING EDUCATION FOR EVERY ONE OF OUR STUDENTS; TO BRING INTO CLOSER RELATION THE HOME AND THE SCHOOL,THAT PARENTS AND TEACHERS MAY COOPERATE INTELLIGENTLY IN THE EDUCATION OF CHILDREN AND YOUTH. 0 0 521746 455859 38664 DIRECT AND INDIRECT SUPPORT FOR EDUCATIONAL AND SOCIAL ACTIVITIES BENEFITTING THE STUDENTS OF CHEROKEE BEND ELEMENTARY - PROVIDED SUPPORT FOR CURRICULUM MATERIALS,CURRICULUM ENHANCEMENT PROGRAMS,TECHNOLOGY,SOCIAL ACTIVITIES, FACULTY APPRECIATION PROGRAMS,AND ENHANCED COMMUNICATION BETWEEN PARENTS,SCHOOLS AND TEACHERS. EXAMPLES OF SPECIFIC PROGRAMS SUPPORTED INCLUDE AUDITORIUM IMPROVEMENTS,CLASSROOM FURNITURE,TECHNOLOGY ENHANCEMENTS, CURRICULUM SUPPLEMENTS, SUPPORT FOR THE LIBRARY, PHYSICAL EDUCATION, SPECIAL EDUCATION PROGRAMS, THE WRITERS FESTIVAL,AND TEACHER CLASSROOM EXPENSES. ALL THE STUDENTS OF BROOKWOOD FOREST ELEMENTARY SCHOOL, APPROXIMATELY 530, BENEFIT FROM THIS PROGRAM. 258156 215000 20688 DIRECT AND INDIRECT SUPPORT OF EDUCATIONAL AND SOCIAL ACTIVITIES BENEFITTING STUDENTS OF MOUNTAIN BROOK ELEMENTARY SCHOOL - PROVIDED SUPPORT FOR CURRICULUM MATERIALS,CURRICULUM ENHANCEMENT PROGRAMS,TECHNOLOGY,SOCIAL ACTIVITIES, FACULTY APPRECIATION PROGRAMS,AND ENHANCED COMMUNICATION BETWEEN PARENTS,SCHOOLS AND TEACHERS. EXAMPLES OF SPECIFIC PROGRAMS SUPPORTED INCLUDE CLASSROOM FURNITURE AND UPDATES,TECHNOLOGY ENHANCEMENTS,CURRICULUM SUPPLEMENTS,SUPPORT FOR THE LIBRARY,PHYSICAL EDUCATION,SPECIAL EDUCATION PROGRAMS,THE WRITERS FESTIVAL,RECESS AND OUTDOOR CLASSROOM SUPPLIES AND TEACHER CLASSROOM EXPENSES. ALL THE STUDENTS OF MOUNTAIN BROOK ELEMENTARY SCHOOL, APPROXIMATELY 570, BENEFIT FROM THIS PROGRAM. 254950 213104 1904 DIRECT AND INDIRECT SUPPORT OF EDUCATIONAL AND SOCIAL ACTIVITIES BENEFITTING THE STUDENTS OF CRESTLINE ELEMENTARY SCHOOL- PROVIDED SUPPORT FOR CURRICULUM MATERIALS, CURRICULUM ENHANCEMENT PROGRAMS, TECHNOLOGY, SOCIAL ACTIVITIES, FACULTY APPRECIATION PROGRAMS, AND ENHANCED COMMUNICATION BETWEEN PARENTS, SCHOOL AND TEACHERS. SPECIFIC EXAMPLES OF SOME OF THE PROGRAMS SUPPORTED INCLUDE NEW CLASSROOM FURNITURE,FALL FESTIVAL, SAFETY PATROL, ANTI-DRUG AWARENESS, VETERANS DAY PROGRAM, SCHOOL DIRECTORIES AND NEWSLETTERS,SUMMER READING PROGRAMS,TECHNOLOGY UPDATES,PAINTING OF GYM, COVID 19 EXPENSES, SUPPORT OF ROBOTICS PROGRAM. ALL THE STUDENTS OF CRESTLINE ELEMENTARY SCHOOL, APPROXIMATELY 775, BENEFIT FROM THIS PROGRAM. 420031 305834 21550 DIRECT AND INDIRECT SUPPORT OF EDUCATIONAL AND SOCIAL ACTIVITIES BENEFITTING THE STUDENTS OF MOUNTAIN BROOK JUNIOR HIGH SCHOOL - PROVIDED SUPPORT FOR CURRICULUM MATERIALS, CURRICULUM ENHANCEMENT PROGRAMS, TECHNOLOGY, COMMUNITY INVOLVEMENT PROGRAMS, SOCIAL ACTIVITIES, FACULTY APPRECIATION PROGRAMS, ENHANCED COMMUNICATIONS BETWEEN PARENTS, TEACHERS AND SCHOOLS. EXAMPLES OF SPECIFIC PROGRAMS SUPPORTED INCLUDE ART FORMS, SPARTAN DAY,TEDX,STUDENT DANCES,NEW TECHNOLOGY, AUDIO VISUAL SYSTEM FOR GYM, MATH CLASSROOM UPGRADES,STEM PROGRAMS. ALL THE STUDENTS OF THE MOUNTAIN BROOK JUNIOR HIGH BENEFIT, APPROXIMATELY 960 STUDENTS. DIRECT AND INDIRECT SUPPORT OF EDUCATIONAL AND SOCIAL ACTIVITIES BENEFITTING THE STUDENTS OF MOUNTAIN BROOK HIGH SCHOOL - PROVIDED SUPPORT FOR THE SAME TYPES OF PROGRAMS LISTED ABOVE UNDER THE OTHER PROGRAM SERVICES. EXAMPLES OF SPECIFIC PROGRAMS SUPPORTED INCLUDE PAYMENT OF TECHNOLOGY COSTS, GROUNDS MAINTENANCE AND IMPROVEMENTS,SUPPORT OF VARIOUS SCHOOL RECEPTIONS AND FUNCTIONS,PAYMENT FOR TEACHER CLASSROOM EXPENSE AND DEPARTMENTAL NEEDS, AND PROFESSIONAL DEVELOPMENT STAFF EXPENSES. ALL THE STUDENTS OF MOUNTAIN BROOK HIGH SCHOOL, APPROXIMATELY 910, BENEFIT FROM THIS PROGRAM.DIRECT AND INDIRECT SUPPORT OF EDUCATIONAL AND SOCIAL ACTIVITIES BENEFITTING STUDENTS OF BROOKWOOD FOREST ELEMENTARY SCHOOL - PROVIDED SUPPORT FOR CURRICULUM MATERIALS, CURRICULUM ENHANCEMENT PROGRAMS, TECHNOLOGY, SOCIAL ACTIVITIES, FACULTY APPRECIATION PROGRAMS, ENHANCED COMMUNICATION BETWEEN PARENTS, SCHOOLS AND TEACHERS. SPECIFIC EXAMPLES OF PROGRAMS SUPPORTED INCLUDE THE WRITERS FESTIVAL, FAIR OAKS ADVENTURE CURRICULUM, PURCHASE OF LIBRARY MATERIALS, SIXTH GRADE MINICOURSES,TECHNOLOGY UPDATE EXPENDITURES,CLASSROOM AND LUNCHROOM FURNITURE,AND TEACHER CLASSROOM EXPENSES. ALL OF THE STUDENTS OF CHEROKEE BEND ELEMENTARY SCHOOL,APPROXIMATELY 554, BENEFIT FROM THIS PROGRAM. 420031 305834 21550 1454883 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 14 14 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 0 0 0 X MEG KRAWCZYKTREASURER 2058714608 PO BOX 130236 MOUNTAIN BROOK AL 35213 X SHANNON HOLT PRESIDENT 2.00 X X 0 0 0 MANDI COOPER SECRETARY 1.00 X X 0 0 0 TERRI LYNN WALLACE TREASURER 1.00 X X 0 0 0 JOANNA HUFHAM LEGISLATIVE VICE PRESIDENT 1.00 X X 0 0 0 GRACE KIPP DISTRICT EXPRESSIONS REP 1.00 X X 0 0 0 ASHLEY JONES DIRECTOR 1.00 X 0 0 0 SARAH PAULK DIRECTOR 1.00 X 0 0 0 ANN BAILEY WHITE DIRECTOR 1.00 X 0 0 0 STEPHANIE BROWN DIRECTOR 1.00 X 0 0 0 MEG LILLY DIRECTOR 1.00 X 0 0 0 COLLINS CLEGG DIRECTOR 1.00 X 0 0 0 DICKY BARLOW SUPERINTENDENT OF SCHOOLS 1.00 X 0 0 0 BECKY HOLT ALL IN REPRESENTATIVE 1.00 X 0 0 0 RACHEL WEINGARTNER MBCS FOUNDATION REP 1.00 X 0 0 0 0 0 0 0 0 0 0 0 4225 1471777 1476002 SPRING/FALL EVENTS 900099 17043 17043 RED & YELLOW RUN 900099 16066 16066 SPORTSWEAR/SCHOOL T-SH 458000 14075 14075 STUDENT ACTIVITY COMMI 900099 6440 6440 BOOK FAIR 900099 4963 4963 24219 24219 82806 1667 1667 118648 39614 79034 79034 1639509 82806 0 80701 1186797 1186797 3000 3000 3600 3600 85884 85884 18990 18990 3337 3337 502 502 3015 3015 TEACH APPREC/CLASSROOM 48836 48836 HOSPITALITY 43323 43323 OTHER FUNDRAISING EXPEN 30116 30116 SPRING FLING/OPEN HOUSE 20051 20051 130549 130549 1578000 1454883 7117 116000 427480 320433 64841 233397 492321 553830 0 0 X 0 0 0 0 492321 553830 492321 553830 492321 553830 61509 0 X 0 0 0 X 1007017 968929 1057785 1057715 1476002 5567448 73958 51783 51757 116937 82806 377241 188609 126953 112831 158831 118648 705872 1269584 1147665 1222373 1333483 1677456 6650561 0 0 0 6650561 126 636 313 211 1667 2953 126 636 313 211 1667 2953 19323 13125 4734 14140 51322 1289033 1161426 1227420 1347834 1679123 6704836 0.99190 0.99200 0.00040 0.00020 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 1 BOOSTER ENTERPRISES INC 137 WEST OXMOOR ROAD BIRMINGHAM AL 35209 BOOSTERTHON FUN RUNS 0 186586 83648 102938 186586 83648 102938 BROOKWOOD FOREST SILENT AUCTION 79208 79208 30249 CHEROKEE BENEFIT FOR THE BEND 25651 25651 0 2 13789 13789 4424 118648 118648 34673 34673 83975 1 CRESTLINE ELEMENTARY SCHOOL 3785 JACKSON BLVD MOUNTAIN BROOK AL 35213 636005319 CITY OF MT. BROOK 213104 0 PAYMENTS FOR TEACHER CLASSROOM NEEDS, TECHNOLOGY, SUPPORT FOR ART, MUSIC, SPANISH, COUNSELING, NEW FURNITURE,NEW SMARTBOARDS,TEACHER PROFESSIONAL DEVELOPMENT,AND SEVERAL OTHER PROGRAMS CHEROKEE BEND ELEMENTARY SCHOOL 4400 FAIR OAKS DRIVE MOUNTAIN BROOK AL 35213 636005319 CITY OF MT. BROOK 455859 0 TEACHER CLASSROOM EXPENSES,TECHNOLOGY,LIBRARY MATERIALS,ADVENTURE CURRICULUM. MOUNTAIN BROOK ELEMENTARY SCHOOL 3020 CAMBRIDGE ROAD MOUNTAIN BROOK AL 35223 636005319 CITY OF MT. BROOK 215000 0 PAYMENTS FOR TECHNOLOGY NEEDS,CURRICULUM NEEDS,AUDITORIUM IMPROVEMENTS,CLASSROOM FURNITURE,TEACHER CLASSROOM EXPENSES,AND OTHER PROGRAM EXPENSES. AND OTHER PROGRAMS BROOKWOOD FOREST ELEMENTARY SCHOOL 3701 SOUTH BROOKWOOD RD MOUNTAIN BROOK AL 35223 636005319 CITY OF MT. BROOK 179099 0 PAYMENTS FOR TEACHER CLASSROOM MATERIALS,INNOVATIVE INITIATIVES,STEM PROGRAM, RANGER PARK,MEMORIAL GARDEN. MOUNTAIN BROOK JUNIOR HIGH 205 OVERBROOK RD MOUNTAIN BROOK AL 35213 636005319 CITY OF MT. BROOK 78465 0 PAYMENTS FOR TECHNOLOGY EXPENSES,CLASSROOM FURNITURE UPDATES/IMPROVEMENTS. MOUNTAIN BROOK HIGH SCHOOL 3650 BETHUNE DRIVE MOUNTAIN BROOK AL 35223 636005319 CITY OF MT. BROOK 44770 0 PAYMENT FOR TEACHER CLASSROOM EXPENSES,STAFF PROFESSIONAL DEVELOPMENT COSTS,TECHNOLOGY ITEMS, INSTRUCTIONAL NEEDS. PART I, LINE 2: ORGANIZATION WORKS CLOSELY WITH THE RECIPIENT SCHOOLS TO ENSURE THAT FUNDS ARE UTILIZED IN THE MANNER INTENDED. MEMBERS OF THE PTO ORGANIZATION ARE CONSTANTLY ON SITE AT THE SCHOOLS AND ARE IN A POSITION TO MONITOR USAGE OF THE FUNDS BY OBSERVATION. SCHOOLS PROVIDE DOCUMENTATION OF FUND REQUESTS TO THE PTOS. FORM 990, PART VI, SECTION A, LINE 6 THE GOVERNING BODY OF THE ORGANIZATION IS TWO TIERED. AT THE TOP LEVEL IS THE MOUNTAIN BROOK COUNCIL PTO, INC. THIS MB COUNCIL PTO IS GOVERNED BY A FOURTEEN MEMBER BOARD OF DIRECTORS, WHICH CONSISTS OF FIVE ELECTED OFFICERS,THE PRESIDENT OF SIX SEPARATE PTOS, ONE EACH FOR THE SIX SCHOOLS EXISTING IN THE MOUNTAIN BROOK SCHOOL DISTRICT,THE SUPERINTENDANT OF THE SCHOOL DISTRICT, A REPRESENTATIVE FROM ALL IN MOUNTAIN BROOK,AND A REPRESENTATIVE FROM THE MOUNTAIN BROOK CITY SCHOOLS FOUNDATION. AT THE SECOND LEVEL IS THE GOVERNING BODY FOR EACH OF THE LOCAL PTOS, ONE FOR EACH OF THE SIX SCHOOLS EXISTING IN THE DISTRICT. EACH LOCAL PTO HAS ITS OWN BOARD OF DIRECTORS, BYLAWS AND POLICIES AND PROCEDURES. THESE LOCAL SCHOOL PTOS HAVE MEMBERS CONSISTING OF THE FAMILIES OF THE STUDENTS ATTENDING THE SCHOOL. THESE MEMBERS HAVE THE RIGHT TO VOTE ON THE ELECTION OF MEMBERS OF THE GOVERNING BODY OF THE LOCAL PTO. THESE MEMBERS OF THE LOCAL SCHOOL PTO'S GOVERNING BODY ARE THEN MEMBERS OF THE MB COUNCIL PTO. FORM 990, PART VI, SECTION A, LINE 7A SEE COMMENTS ABOVE FOR LINE 6. FORM 990, PART VI, SECTION A, LINE 7B SEE COMMENTS ABOVE FOR LINE 6. FORM 990, PART VI, SECTION B, LINE 11B COPIES OF THE FORM 990, WHICH WAS PREPARED BY AN INDEPENDENT CPA, WERE PROVIDED TO ALL MEMBERS OF THE MOUNTAIN BROOK COUNCIL PTO FOR THEIR REVIEW PRIOR TO THE FILING OF THE RETURN WITH THE IRS. OUTSIDE ACCOUNTANTS WERE AVAILABLE TO ALL MEMBERS OF THE COUNCIL PTO FOR QUESTIONS AND DISCUSSIONS RELATING TO THE RETURN. AFTER EACH MEMBER OF THE COUNCIL PTO HAD THE OPPORTUNITY TO REVIEW THE RETURN AND HAVE ANY QUESTIONS ANSWERED, THE RETURN WAS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, ALL BOARD MEMBERS OF THE MB COUNCIL PTO SIGN A STATEMENT WHICH AFFIRMS THAT THE CONFLICT OF INTEREST POLICY HAS BEEN RECEIVED. THEY ACKNOWLEDGE THAT THE POLICY APPLIES TO ALL SIX SCHOOL'S PTOS AND ANY POTENTIAL CONFLICT OF INTEREST AT THE LOCAL SCHOOL LEVEL MUST BE BROUGHT BEFORE THE SCHOOL'S EXECUTIVE COMMITTEE FOR APPROPRIATE DETERMINATION UNDER THE POLICY, AND IF NECESSARY BROUGHT BEFORE THE MB COUNCIL PTO. ALL DIRECTORS AND OFFICERS ARE COVERED UNDER THE POLICY AND MUST DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST TO THE GOVERNING BOARD. THE GOVERNING BOARD REVIEWS AND MAKES DETERMINATIONS RELATING TO THE TRANSACTION. THE PERSON INVOLVED IN THE POTENTIAL CONFLICT OF INTEREST TRANSACTION LEAVES THE MEETING WHILE THE MATTER IS DISCUSSED AND VOTED UPON. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON THEIR REQUEST.