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Nonprofit · EIN 85-2085998

RIVER TRAIL ELEMENTARY PARENT TEACHER ORGANIZATION

Also known as RTES PTO

Tax-exempt · FORT MILL, SC 29715

Financials

$180K$153K2023$220K$212K2024
Revenue Expenses · by fiscal year end
Financials of RIVER TRAIL ELEMENTARY PARENT TEACHER ORGANIZATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$219,749$211,510$8,239$59,095$0$59,095
June 30, 2024990$179,794$152,717$27,077$50,856$0$50,856
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$109,961
Investment income
$86
Net income from fundraising events
$109,702
Other revenue
$109,702

Expenses

Grants and similar amounts paid
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$28,093
Accounting fees
$950
Program services (functional)
$181,057
Management and general (functional)
$2,360
Fundraising (functional)
$28,093

Balance sheet and other

Total assets, start of year
$50,856
Total assets, end of year
$59,095
Total liabilities, end of year
$0
Net assets, end of year
$59,095
Net assets without donor restrictions
$59,095
Gross receipts
$232,728
Employees
0
Year formed
2020
State of legal domicile
SC

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 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
JESSICA FLOYDSECRETARY
Officer
5$0
ANDREA MORTONCO-TREASURER
Officer
5$0
KELLI NEWELLPRESIDENT
Officer
5$0
HEATHER RICKELMANCO-TREASURER
Officer
5$0
990 for the year ended June 30, 2024: 4 people
NameTitleHours / weekCompensation
JESSICA FLOYDSECRETARY
Officer
5$0
ANDREA MORTONCO-TREASURER
Officer
5$0
CHRISTINE NEWLANDPRESIDENT
Officer
5$0
HEATHER WITTCOPCO-TREASURER
Officer
5$0

Address and contacts

Address (IRS master file)
1016 FORT MILL PKWY, FORT MILL, SC 29715-2535
Principal officer (990 for 2024)
KELLI NEWELL, 1617 TRENTWOOD DRIVE, FORT MILL, SC 29715
Signed the 990
KELLI NEWELL, PRESIDENT
Phone
(815) 236-9006
Return prepared by
ROBERT PALMER AND ASSOCIATES LLC

Mission

THE PTO HAS BEEN FORMED TO PROMOTE THE GENERAL WELFARE OF ALL THE CHILDREN WHO ARE STUDENTS ATTENDING RIVER TRAIL ELEMENTARY SCHOOL, TO PROVIDE ASSISTANCE TO THE FACULTY AND STAFF IN FACILITATING AN EXCELLENT EDUCATIONAL ENVIRONMENT, AND TO FOSTER COOPERATION AND UNDERSTANDING BETWEEN PARENTS AND/OR LEGAL GUARDIANS, FACULTY, STUDENTS, AND THE COMMUNITY. TO ACHIEVE THIS END, THE PTO SHALL ENDEAVOR TO OPERATE IN CONNECTION WITH AND PROVIDE VOLUNTEER MATERIALS, EQUIPMENT, AND SERVICES AS NEEDED THROUGH FUNDRAISING EFFORTS AND COMMUNITY CONTRIBUTIONS.

990 for the year ended June 30, 2025

Program accomplishments

  • THE PTO HAS BEEN FORMED TO PROMOTE THE GENERAL WELFARE OF ALL THE CHILDREN WHO ARE STUDENTS ATTENDING RIVER TRAIL ELEMENTARY SCHOOL, TO PROVIDE ASSISTANCE TO THE FACULTY AND STAFF IN FACILITATING AN EXCELLENT EDUCATIONAL ENVIRONMENT, AND TO FOSTER COOPERATION AND UNDERSTANDING BETWEEN PARENTS AND/OR LEGAL GUARDIANS, FACULTY, STUDENTS, AND THE COMMUNITY. TO ACHIEVE THIS END, THE PTO SHALL ENDEAVOR TO OPERATE IN CONNECTION WITH AND PROVIDE VOLUNTEER MATERIALS, EQUIPMENT, AND SERVICES AS NEEDED THROUGH FUNDRAISING EFFORTS AND COMMUNITY CONTRIBUTIONS.
    Expenses $181,057 · revenue $109,961

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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
85-2085998
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2022
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B94)
Assets (IRS master file)
$59,095
Income (IRS master file)
$232,728

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$219,749$211,510$59,095XML
990June 2024$179,794$152,717$50,856XML
990-EZJune 2023–––IRS
990-EZJune 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 85-2085998).

Questions about RIVER TRAIL ELEMENTARY PARENT TEACHER ORGANIZATION

What is the EIN of RIVER TRAIL ELEMENTARY PARENT TEACHER ORGANIZATION?
The employer identification number (EIN) of RIVER TRAIL ELEMENTARY PARENT TEACHER ORGANIZATION is 85-2085998.
Is RIVER TRAIL ELEMENTARY PARENT TEACHER ORGANIZATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
Are donations to RIVER TRAIL ELEMENTARY PARENT TEACHER ORGANIZATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does RIVER TRAIL ELEMENTARY PARENT TEACHER ORGANIZATION 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 RIVER TRAIL ELEMENTARY PARENT TEACHER ORGANIZATION 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 RIVER TRAIL ELEMENTARY PARENT TEACHER ORGANIZATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of RIVER TRAIL ELEMENTARY PARENT TEACHER ORGANIZATION?
The 990 for the year ended June 30, 2025 names KELLI NEWELL.
Who are the officers and directors of RIVER TRAIL ELEMENTARY PARENT TEACHER ORGANIZATION?
The 990 for the year ended June 30, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does RIVER TRAIL ELEMENTARY PARENT TEACHER ORGANIZATION have?
On its 990 for the year ended June 30, 2025 it reported revenue of $219,749, expenses of $211,510 and total assets of $59,095 at year end.

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