TY 2018 Form 990

- TIN:

SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service

Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2018

Open to Public
Inspection

Name of the organization

MOUNTAIN BROOK COUNCIL PTO INC

Employer identification number

26-4085689

Part I

Reason for Public Charity Status (All organizations must complete this part.) See instructions.

The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990 or 990-EZ).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 331/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box in lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

Schedule A (Form 990 or 990-EZ) 2018

Page 2

Part II

Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv), 170(b)(1)(A)(vi), and 170(b)(1)(A)(ix)
(Complete only if you checked the box on line 5, 7, 8, or 9 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2014	(b) 2015	(c) 2016	(d) 2017	(e) 2018	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....
3	The value of services or facilities furnished by a governmental unit to the organization without charge..
4	Total. Add lines 1 through 3
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..
6	Public support. Subtract line 5 from line 4.

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2014	(b) 2015	(c) 2016	(d) 2017	(e) 2018	(f) Total
7	Amounts from line 4..
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...
9	Net income from unrelated business activities, whether or not the business is regularly carried on..
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..
11	Total support. Add lines 7 through 10

Gross receipts from related activities, etc. (see instructions) ..................

First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2018 (line 6, column (f) divided by line 11, column (f)) .........

Public support percentage for 2017 Schedule A, Part II, line 14 ...............

16a

33 1/3% support test—2018. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2017. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2018. If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain
in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization ..................................................... right arrow

10%-facts-and-circumstances test—2017. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly
supported organization ................................................ right arrow

Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow

Schedule A (Form 990 or 990-EZ) 2018

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2014	(b) 2015	(c) 2016	(d) 2017	(e) 2018	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .	824,413	1,034,844	918,901	1,287,896	1,007,017	5,073,071
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose	107,073	76,930	81,683	80,825	73,958	420,469
3	Gross receipts from activities that are not an unrelated trade or business under section 513 .....	240,807	252,971	201,454	194,948	188,609	1,078,789
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge
6	Total. Add lines 1 through 5	1,172,293	1,364,745	1,202,038	1,563,669	1,269,584	6,572,329
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons						0
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.						0
c	Add lines 7a and 7b..						0
8	Public support. (Subtract line 7c from line 6.)						6,572,329

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2014	(b) 2015	(c) 2016	(d) 2017	(e) 2018	(f) Total
9	Amounts from line 6...	1,172,293	1,364,745	1,202,038	1,563,669	1,269,584	6,572,329
10a	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..	59	60	81	110	126	436
b	Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c	Add lines 10a and 10b.	59	60	81	110	126	436
11	Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.	163	38	23,585		19,323	43,109
12	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..
13	Total support. (Add lines 9, 10c, 11, and 12.)..	1,172,515	1,364,843	1,225,704	1,563,779	1,289,033	6,615,874

First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization,
check this box and stop here............................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2018 (line 8, column (f) divided by line 13, column (f)) .........

99.340 %

Public support percentage from 2017 Schedule A, Part III, line 15 ...............

99.580 %

Section D. Computation of Investment Income Percentage

Investment income percentage for 2018 (line 10c, column (f) divided by line 13, column (f)) ......

0.010 %

Investment income percentage from 2017 Schedule A, Part III, line 17 .............

0.010 %

19a

331/3% support tests—2018. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3% support tests—2017. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization .... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990 or 990-EZ) 2018

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked 12a of Part I, complete Sections A and B. If you checked 12b of Part I, complete Sections A and C. If you checked 12c of Part I, complete Sections A, D, and E. If you checked 12d of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 12a or 12b in Part I, answer (b) and (c) below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.

Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

10a

Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Schedule A (Form 990 or 990-EZ) 2018

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?

11a

A family member of a person described in (a) above?

11b

A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer (a) and (b) below.

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Parent of Supported Organizations. Answer (a) and (b) below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.

Schedule A (Form 990 or 990-EZ) 2018

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	Section A - Adjusted Net Income		(A) Prior Year	(B) Current Year (optional)
1	Net short-term capital gain	1
2	Recoveries of prior-year distributions	2
3	Other gross income (see instructions)	3
4	Add lines 1 through 3	4
5	Depreciation and depletion	5
6	Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)	6
7	Other expenses (see instructions)	7
8	Adjusted Net Income (subtract lines 5, 6 and 7 from line 4)	8

	Section B - Minimum Asset Amount		(A) Prior Year	(B) Current Year (optional)
1	Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):	1
a	Average monthly value of securities	1a
b	Average monthly cash balances	1b
c	Fair market value of other non-exempt-use assets	1c
d	Total (add lines 1a, 1b, and 1c)	1d
e	Discount claimed for blockage or other factors (explain in detail in Part VI):
2	Acquisition indebtedness applicable to non-exempt use assets	2
3	Subtract line 2 from line 1d	3
4	Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions).	4
5	Net value of non-exempt-use assets (subtract line 4 from line 3)	5
6	Multiply line 5 by .035	6
7	Recoveries of prior-year distributions	7
8	Minimum Asset Amount (add line 7 to line 6)	8

	Section C - Distributable Amount		Current Year
1	Adjusted net income for prior year (from Section A, line 8, Column A)	1
2	Enter 85% of line 1	2
3	Minimum asset amount for prior year (from Section B, line 8, Column A)	3
4	Enter greater of line 2 or line 3	4
5	Income tax imposed in prior year	5
6	Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions)	6

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990 or 990-EZ) 2018

Page 7

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued)

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity
3 Administrative expenses paid to accomplish exempt purposes of supported organizations
4 Amounts paid to acquire exempt-use assets
5 Qualified set-aside amounts (prior IRS approval required)
6 Other distributions (describe in Part VI). See instructions
7Total annual distributions. Add lines 1 through 6.
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions
9 Distributable amount for 2018 from Section C, line 6
10 Line 8 amount divided by Line 9 amount

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2018	(iii) Distributable Amount for 2018
1 Distributable amount for 2018 from Section C, line 6
2 Underdistributions, if any, for years prior to 2018 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2018:
a From 2013.......
b From 2014.......
c From 2015.......
d From 2016.......
e From 2017.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2018 distributable amount
i Carryover from 2013 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.
4Distributions for 2018 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2018 distributable amount
c Remainder. Subtract lines 4a and 4b from 4.
5 Remaining underdistributions for years prior to 2018, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2018. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2019. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2014......
b Excess from 2015.....
c Excess from 2016.....
d Excess from 2017.....
e Excess from 2018.....

Schedule A (Form 990 or 990-EZ) (2018)

Schedule A (Form 990 or 990-EZ) 2018

Page 8

Part VI

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test

Return Reference	Explanation

Schedule A (Form 990 or 990-EZ) 2018

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990, 990-EZ,
or 990-PF)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2018

Name of the organization

MOUNTAIN BROOK COUNCIL PTO INC

Employer identification number

26-4085689

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Arrow Bullet

Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.

Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)

Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2

Name of organization MOUNTAIN BROOK COUNCIL PTO INC

Part I	Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
RESTRICTED	,	$ RESTRICTED	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

Page 3

Name of organization MOUNTAIN BROOK COUNCIL PTO INC		Employer identification number 26-4085689

Part II	Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

Page 4


Name of organization MOUNTAIN BROOK COUNCIL PTO INC			Employer identification number 26-4085689
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

Additional Data

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Software Version:

- TIN:

SCHEDULE G (Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Supplemental Information Regarding
Fundraising or Gaming Activities

Complete if the organization answered "Yes" on Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. right arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2018

Open to Public Inspection

Name of the organization
MOUNTAIN BROOK COUNCIL PTO INC

Employer identification number

26-4085689

Part I

Fundraising Activities. Complete if the organization answered "Yes" on Form 990, Part IV, line 17.

Form 990-EZ filers are not required to complete this part.

Indicate whether the organization raised funds through any of the following activities. Check all that apply.

a	Mail solicitations	e	Solicitation of non-government grants
b	Internet and email solicitations	f	Solicitation of government grants
c	Phone solicitations	g	Special fundraising events
d	In-person solicitations

Did the organization have a written or oral agreement with any individual (including officers, directors, trustees

or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?

YesNo

If "Yes," list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.

(i) Name and address of individual or entity (fundraiser)		(ii) Activity	(iii) Did fundraiser have custody or control of contributions?		(iv) Gross receipts from activity	(v) Amount paid to (or retained by) fundraiser listed in col. (i)	(vi) Amount paid to (or retained by) organization
			Yes	No
	BOOSTER ENTERPRISES INC 137 WEST OXMOOR ROAD BIRMINGHAM, AL35209	BOOSTERTHON FUN RUNS		No	205,782	85,048	120,734









Total . . . . . . . . . . . . . . . . . . . .					205,782	85,048	120,734

List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 50083H

Schedule G (Form 990 or 990-EZ) 2018

Page 2

Part II

Fundraising Events. Complete if the organization answered "Yes" on Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.

		(a) Event #1 BROOKWOOD FOREST SILENT AUCTION (event type)	(b) Event #2 CHEROKEE BEND SILENT AUCTION (event type)	(c) Other events 5 (total number)	(d) Total events (add col. (a) through col. (c))
1	Gross receipts . . . . .	79,386	69,535	59,011	207,932
2	Less: Contributions . . . .
3	Gross income (line 1 minus line 2) . . . . . .	79,386	69,535	59,011	207,932

4	Cash prizes . . . . .
5	Noncash prizes . . . .
6	Rent/facility costs . . . .
7	Food and beverages . . .
8	Entertainment . . . .
9	Other direct expenses . . .	22,495	25,049	39,098	86,642
10	Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . .				86,642
11	Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . .				121,290

Part III

Gaming. Complete if the organization answered "Yes" on Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.

		(a) Bingo	(b) Pull tabs/Instant bingo/progressive bingo	(c) Other gaming	(d) Total gaming (add col.(a) through col.(c))
1	Gross revenue . . . . .

2	Cash prizes . . . . .
3	Noncash prizes . . . .
4	Rent/facility costs . . . .
5	Other direct expenses . . .

Volunteer labor . . . .

	Yes %
	No

	Yes %
	No

	Yes %
	No

Direct expense summary. Add lines 2 through 5 in column (d) . . . . . . . . . . right arrow

Net gaming income summary. Subtract line 7 from line 1, column (d). . . . . . . . . right arrow

Enter the state(s) in which the organization conducts gaming activities:

Is the organization licensed to conduct gaming activities in each of these states? . . . . . . . .

YesNo

If "No," explain:

10a

Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? . . .

YesNo

If "Yes," explain:

Schedule G (Form 990 or 990-EZ) 2018

Page 3

Does the organization conduct gaming activities with nonmembers? . . . . . . . . . . .

YesNo

Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity

formed to administer charitable gaming? . . . . . . . . . . . . . . . . .

YesNo

Indicate the percentage of gaming activity conducted in:

The organization's facility . . . . . . . . . . . . . . . . . .

13a

An outside facility . . . . . . . . . . . . . . . . . . . .

13b

Enter the name and address of the person who prepares the organization's gaming/special events books and records:

Name

Address

15a

Does the organization have a contract with a third party from whom the organization receives gaming

revenue? . . . . . . . . . . . . . . . . . . . . . . . .

YesNo

If "Yes," enter the amount of gaming revenue received by the organization right arrow

$ and the

amount of gaming revenue retained by the third party right arrow

$ .

If "Yes," enter name and address of the third party:

Name

Address

Gaming manager information:

Name

Gaming manager compensation right arrow

Description of services provided right arrow

Director/officer Employee Independent contractor

Mandatory distributions:

Is the organization required under state law to make charitable distributions from the gaming proceeds to

retain the state gaming license? . . . . . . . . . . . . . . . . . . .

YesNo

Enter the amount of distributions required under state law distributed to other exempt organizations or spent

in the organization's own exempt activities during the tax year right arrow

Part IV

Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v); and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also provide any additional information. See instructions.

Return Reference	Explanation

Schedule G (Form 990 or 990-EZ) 2018

Additional Data

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Software Version:

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Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

Schedule I
(Form 990)

Department of the Treasury
Internal Revenue Service

Grants and Other Assistance to Organizations,
Governments and Individuals in the United States

Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet

Attach to Form 990.
lBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2018

Open to Public
Inspection

Name of the organization
MOUNTAIN BROOK COUNCIL PTO INC

Employer identification number
26-4085689

Part I

General Information on Grants and Assistance

Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................

Yes No

Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.

Part II

Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient

that received more than $5,000. Part II can be duplicated if additional space is needed.

(a) Name and address of organization or government	(b) EIN	(c) IRC section (if applicable)	(d) Amount of cash grant	(h) Purpose of grant or assistance
(1) CRESTLINE ELEMENTARY SCHOOL 3785 JACKSON BLVD MOUNTAIN BROOK,AL35213	63-6005319	CITY OF MT. BROOK	174,689	PAYMENTS FOR TEACHER CLASSROOM NEEDS, TECHNOLOGY, SUPPORT FOR ART, MUSIC, SPANISH, COUNSELING, NEW FURNITURE,TEACHER PROFESSIONAL DEVELOPMENT,AND SEVERAL OTHER PROGRAMS
(2) CHEROKEE BEND ELEMENTARY SCHOOL 4400 FAIR OAKS DRIVE MOUNTAIN BROOK,AL35213	63-6005319	CITY OF MT. BROOK	235,943	TEACHER CLASSROOM EXPENSES,TECHNOLOGY,LIBRARY MATERIALS,ADVENTURE CURRICULUM,TRANSFORMATION OF CLASSROOMS.
(3) MOUNTAIN BROOK ELEMENTARY SCHOOL 3020 CAMBRIDGE ROAD MOUNTAIN BROOK,AL35223	63-6005319	CITY OF MT. BROOK	145,000	PAYMENTS FOR TECHNOLOGY NEEDS,CURRICULUM NEEDS,AUDITORIUM IMPROVEMENTS,CLASSROOM FURNITURE,TEACHER CLASSROOM EXPENSES,AND OTHER PROGRAM EXPENSES. AND OTHER PROGRAMS
(4) BROOKWOOD FOREST ELEMENTARY SCHOOL 3701 SOUTH BROOKWOOD RD MOUNTAIN BROOK,AL35223	63-6005319	CITY OF MT. BROOK	169,953	PAYMENTS FOR TEACHER CLASSROOM MATERIALS,INNOVATIVE INITIATIVES,STEM PROGRAM, RANGER PARK
(5) MOUNTAIN BROOK JUNIOR HIGH 205 OVERBROOK RD MOUNTAIN BROOK,AL35213	63-6005319	CITY OF MT. BROOK	76,497	PAYMENTS FOR TECHNOLOGY EXPENSES,NEW SIGNAGE,CLASSROOM FURNITURE UPDATES/IMPROVEMENTS.
(6) MOUNTAIN BROOK HIGH SCHOOL 3650 BETHUNE DRIVE MOUNTAIN BROOK,AL35223	63-6005319	CITY OF MT. BROOK	43,895	PAYMENT FOR TEACHER CLASSROOM EXPENSES,STAFF PROFESSIONAL DEVELOPMENT COSTS,TECHNOLOGY ITEMS, INSTRUCTIONAL NEEDS.

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image

Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

Schedule I (Form 990) 2018

Page 2

Part III

Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance	(b) Number of recipients	(c) Amount of cash grant	(d) Amount of noncash assistance	(e) Method of valuation (book, FMV, appraisal, other)	(f) Description of noncash assistance

(1)
(2)
(3)
(4)
(5)
(6)
(7)

Part IV

Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.

Return Reference	Explanation
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.

Schedule I (Form 990) 2018

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet

Attach to Form 990 or 990-EZ.
MediumBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2018

Open to Public
Inspection

Name of the organization

MOUNTAIN BROOK COUNCIL PTO INC

Employer identification number

26-4085689

Return Reference	Explanation
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 TWELVE MEMBER BOARD OF DIRECTORS, WHICH CONSISTS OF SIX OFFICERS AND THE PRESIDENT OF SIX SEPARATE PTOS, ONE EACH FOR THE SIX SCHOOLS EXISTING IN THE MOUNTAIN BROOK SCHOOL DISTRICT. 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.
FORM 990, PART IX, LINE 24E	HOSPITALITY: PROGRAM SERVICE EXPENSES 20,317. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 20,317. DIRECTORIES: PROGRAM SERVICE EXPENSES 15,760. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,760. COUGAR CONFERENCE: PROGRAM SERVICE EXPENSES 14,320. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,320. WRITERS FESTIVAL: PROGRAM SERVICE EXPENSES 9,927. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,927. OTHER EXPENSES: PROGRAM SERVICE EXPENSES 9,108. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,108. STUDENT ACTIVITY COMMITTEE EXPENSE: PROGRAM SERVICE EXPENSES 8,113. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,113. GRADUATION: PROGRAM SERVICE EXPENSES 7,907. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,907. PTO COUNCIL EXPENSES: PROGRAM SERVICE EXPENSES 6,122. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,122. NEWCOMER ORIENTATION/ KINDERGARTEN PARTIES: PROGRAM SERVICE EXPENSES 4,579. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,579. FIELD DAY: PROGRAM SERVICE EXPENSES 4,317. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,317. SHAKESPEARE SPARTAN/CAREER DAY: PROGRAM SERVICE EXPENSES 3,916. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,916. GROUNDS/PLAYROUND: PROGRAM SERVICE EXPENSES 3,618. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,618. FAMILY NIGHT EXPENSES: PROGRAM SERVICE EXPENSES 3,420. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,420. CIRCLE OF FRIENDS: PROGRAM SERVICE EXPENSES 2,596. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,596. ART EXPRESSIONS: PROGRAM SERVICE EXPENSES 2,425. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,425. BOOK FAIR : PROGRAM SERVICE EXPENSES 2,323. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,323. STUDENT ARTS/ART FORMS: PROGRAM SERVICE EXPENSES 2,102. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,102. GRANDPALS DAY EXPENSE: PROGRAM SERVICE EXPENSES 1,939. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,939. VETERANS DAY: PROGRAM SERVICE EXPENSES 1,551. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,551. 6TH GRADE FUND EXPENSE: PROGRAM SERVICE EXPENSES 802. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 802. SAFETY PATROL: PROGRAM SERVICE EXPENSES 478. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 478. COLLEGE GUIDANCE: PROGRAM SERVICE EXPENSES 166. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 166. REGISTRATION: PROGRAM SERVICE EXPENSES 157. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 157. BOOK FAIR /BOOK BUNDLES: PROGRAM SERVICE EXPENSES 43. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 43.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990 or 990-EZ) 2018

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: PROMOTING THE WELFARE OF CHILDREN VIA COLLABORATION OF TEACHERS, SCHOOLS AND PARENTS
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	11
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	11
5	Total number of individuals employed in calendar year 2018 (Part V, line 2a) ......	5	0
6	Total number of volunteers (estimate if necessary) .............	6	1,250
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, line 34 .........	7b	0

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	1,287,897	1,007,017
9	Program service revenue (Part VIII, line 2g) .........	80,825	73,958
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	110	126
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	114,995	121,291
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	1,483,827	1,202,392
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	1,207,717	846,477
14	Benefits paid to or for members (Part IX, column (A), line 4).....	0	0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	0	0
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	127,432	85,048
b	Total fundraising expenses (Part IX, column (D), line 25) 113,586
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	263,498	247,912
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	1,598,647	1,179,437
19	Revenue less expenses. Subtract line 18 from line 12.......	-114,820	22,955
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	517,743	540,698
21	Total liabilities (Part X, line 26).............	0	0
22	Net assets or fund balances. Subtract line 21 from line 20.....	517,743	540,698

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 218,330 including grants of $ 169,953 ) (Revenue $ 32,739 )
	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,AND ENHANCED COMMUNICATION BETWEEN PARENTS,SCHOOLS AND TEACHERS. EXAMPLES OF SPECIFIC PROGRAMS SUPPORTED INCLUDE THE WRITERS FESTIVAL,SUPPORT OF STEM PROGRAM,PAYMENT OF TEACHER PHOTOCOPY COSTS,CLASSROOM MATERIALS COSTS,PARENT/STUDENT DIRECTORIES,AND NEWSLETTERS, BUILDING OF NEW PLAYGROUND-RANGER PARK. ALL THE STUDENTS OF BROOKWOOD FOREST ELEMENTARY SCHOOL, APPROXIMATELY 500, BENEFIT FROM THIS PROGRAM.

4b	(Code: ) (Expenses $ 223,764 including grants of $ 174,689 ) (Revenue $ 1,075 )
	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 THE COUGAR CONFERENCE,NEW CLASSROOM FURNITURE,FALL FESTIVAL, SAFETY PATROL, ANTI-DRUG AWARENESS, VETERANS DAY PROGRAM, SCHOOL DIRECTORIES AND NEWSLETTERS,SUMMER READING PROGRAMS,TECHNOLOGY UPDATES. ALL THE STUDENTS OF CRESTLINE ELEMENTARY SCHOOL, APPROXIMATELY 750, BENEFIT FROM THIS PROGRAM.

4c	(Code: ) (Expenses $ 291,075 including grants of $ 235,943 ) (Revenue $ 16,913 )
	DIRECT AND INDIRECT SUPPORT OF EDUCATIONAL AND SOCIAL ACTIVITIES BENEFITTING STUDENTS OF CHEROKEE BEND 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,1ST & 2ND GRADE CLASSROOM TRANSFORMATIONS,AND TEACHER CLASSROOM EXPENSES. ALL OF THE STUDENTS OF CHEROKEE BEND ELEMENTARY SCHOOL,APPROXIMATELY 470, BENEFIT FROM THIS PROGRAM.

	(Code: ) (Expenses $ 324,738 including grants of $ 265,892 ) (Revenue $ 23,231 )
	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, UPDATED FURNITURE. ALL THE STUDENTS OF THE MOUNTAIN BROOK JUNIOR HIGH BENEFIT, APPROXIMATELY 1,050 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 1,072, BENEFIT FROM THIS PROGRAM.DIRECT AND INDIRECT SUPPORT FOR EDUCATIONAL AND SOCIAL ACTIVITIES BENEFITTING THE 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 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 MOUNTAIN BROOK ELEMENTARY SCHOOL, APPROXIMATELY 500, BENEFIT FROM THIS PROGRAM.

4d	Other program services (Describe in Schedule O.)
	(Expenses $ 324,738 including grants of $ 265,892 ) (Revenue $ 23,231 )
4e	Total program service expenses1,057,907

(A) Name and Title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)		(D) Reportable compensation from the organization (W- 2/1099-MISC)	(E) Reportable compensation from related organizations (W- 2/1099-MISC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and Title
(1) MISSY FOOSHEE...................................................................... TREASURER	1.00 .................	X	X	0	0	0
(2) BRAGAN PETREY...................................................................... PRESIDENT	2.00 .................	X	X	0	0	0
(3) DARCIE PLOWDEN...................................................................... SECRETARY/EXPRESSIONS	1.00 .................	X	X	0	0	0
(4) LEE ALICE ESTES...................................................................... LEGISLATIVE VICE PRESIDENT	1.00 .................	X	X	0	0	0
(5) PATTI WILKINSON...................................................................... DIRECTOR	1.00 .................	X		0	0	0
(6) KELLY ROBICHEAUX...................................................................... DIRECTOR	1.00 .................	X		0	0	0
(7) JACKIE WOODALL...................................................................... DIRECTOR	1.00 .................	X		0	0	0
(8) SUZANNE PERKINS...................................................................... DIRECTOR	1.00 .................	X		0	0	0
(9) AMY MAZIARZ...................................................................... DIRECTOR	1.00 .................	X		0	0	0
(10) CRAWFORD BUMGARNER...................................................................... DIRECTOR	1.00 .................	X		0	0	0
(11) TRICIA PUGH...................................................................... ALL IN CHAIR	1.00 .................	X		0	0	0

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	0	0	0

(A) Name and business address	(B) Description of services	(C) Compensation





2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 0

1a	Federated campaigns..		1a
b	Membership dues..		1b	17,004
c	Fundraising events..		1c
d	Related organizations		1d
e	Government grants (contributions)		1e

f	All other contributions, gifts, grants, and similar amounts not included above		1f	990,013

g	Noncash contributions included in lines 1a - 1f:$
h Total. Add lines 1a-1f.......		1,007,017

		Business Code
2a	SPORTSWEAR/SCHOOL T-SH	448000	33,670	33,670
b	SPRING/FALL EVENTS	900099	12,259	12,259
c	WRITERS FESTIVAL	900099	10,035	10,035
d	BOOK FAIR	900099	5,982	5,982
e	STUDENT ACTIVITY COMMI	900099	5,606	5,606
f	All other program service revenue.		6,406	6,406
g	Total. Add lines 2a–2f ....		73,958

3 Investment income (including dividends, interest, and othersimilar amounts) ......			126			126
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
		(ii) Personal	(i) Real
6a	Gross rents
b	Less: rental expenses
c	Rental income or (loss)
d	Net rental income or (loss)......
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory
b	Less: cost or other basis and sales expenses
c	Gain or (loss)
d	Net gain or (loss).....
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
	a		207,932
b	Less: direct expenses ...b		86,641
c	Net income or (loss) from fundraising events..			121,291			121,291
9a	Gross income from gaming activities. See Part IV, line 19 ...
	a
b	Less: direct expenses ...b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
	a
b	Less: cost of goods sold ..b
c	Net income or (loss) from sales of inventory..
Business Code			Miscellaneous Revenue
11a
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......
12	Total revenue. See Instructions......			1,202,392	73,958	0	121,417

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21	846,477	846,477
2	Grants and other assistance to domestic individuals. See Part IV, line 22
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, line 15 and 16.
4	Benefits paid to or for members
5	Compensation of current officers, directors, trustees, and key employees ....
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....
7	Other salaries and wages
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....
9	Other employee benefits .......
10	Payroll taxes ...........
11	Fees for services (non-employees):
a	Management ......
b	Legal .........
c	Accounting ...........	3,250		3,250
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17	85,048			85,048
f	Investment management fees ......
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)
12	Advertising and promotion ....
13	Office expenses .......	3,010	3,010
14	Information technology ......	3,031	3,031
15	Royalties ..
16	Occupancy ...........
17	Travel ............
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	1,679		1,679
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..
23	Insurance ...	3,015		3,015
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	TEACHER APPRECIATION	30,901	30,901
b	OTHER FUNDRAISING EXPEN	28,538			28,538
c	SPORTSWEAR	24,394	24,394
d	SPRING/FALL EVENTS	24,088	24,088
e	All other expenses	126,006	126,006
25	Total functional expenses. Add lines 1 through 24e	1,179,437	1,057,907	7,944	113,586
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........		347,978	1	279,267
2	Savings and temporary cash investments .........		169,765	2	261,431
3	Pledges and grants receivable, net ......			3
4	Accounts receivable, net .............			4
5	Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L .............
				5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L ..............
				6
7	Notes and loans receivable, net ....			7
8	Inventories for sale or use ........			8
9	Prepaid expenses and deferred charges ......			9
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a
b	Less: accumulated depreciation	10b		10c
11	Investments—publicly traded securities .			11
12	Investments—other securities. See Part IV, line 11 .....			12
13	Investments—program-related. See Part IV, line 11 ..			13
14	Intangible assets ...............			14
15	Other assets. See Part IV, line 11 ...........			15
16	Total assets. Add lines 1 through 15 (must equal line 34)...		517,743	16	540,698

17	Accounts payable and accrued expenses .....		17
18	Grants payable ...		18
19	Deferred revenue .........		19
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
	persons. Complete Part II of Schedule L..		22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ..		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D		25
26	Total liabilities. Add lines 17 through 25..	0	26	0

	Organizations that follow SFAS 117 (ASC 958), check here and complete lines 27 through 29, and lines 33 and 34.
27	Unrestricted net assets		27
28	Temporarily restricted net assets ...........		28
29	Permanently restricted net assets		29
	Organizations that do not follow SFAS 117 (ASC 958), check here and complete lines 30 through 34.
30	Capital stock or trust principal, or current funds .....	0	30	0
31	Paid-in or capital surplus, or land, building or equipment fund ...	0	31	0
32	Retained earnings, endowment, accumulated income, or other funds	517,743	32	540,698
33	Total net assets or fund balances ...........	517,743	33	540,698
34	Total liabilities and net assets/fund balances ........	517,743	34	540,698