EAST FALMOUTH ELEMENTARY PARENT TEACHER ORGANIZATION: Form 990EZ, tax year 2022
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- Organization
- EAST FALMOUTH ELEMENTARY PARENT TEACHER ORGANIZATION (EIN 04-3385508)
- Tax period
- 2022-09-01 to 2023-08-31
- Filed
- 2024-01-25
- IRS object ID
- 202430259349200818
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-01-25T12:50:37-06:00 | ReturnTs |
| Tax Period End | 2023-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 851365484 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN & SOUZA TAX SERVICES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 487 24 SPRING BARS RD - 3-A | AddressLine1Txt |
| City | EAST FALMOUTH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02536 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2022-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043385508 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EAST FALMOUTH ELEMENTARY SCHOOL PTO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EAST | BusinessNameControlTxt |
| Phone | 5085481052 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 DAVISVILLE ROAD | AddressLine1Txt |
| City | EAST FALMOUTH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02536 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHLEEN KARL | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 5085481052 | PhoneNum |
| Signature | 2024-01-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KATHLEEN | PersonFirstNm |
| Person Last | KARL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P00469779 | PTIN |
| Phone | 7747636590 | PhoneNum |
| Preparation | 2023-12-07 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Assoc | Yes (X) | TypeOfOrganizationAssocInd |
| Gross Receipts | $48,031 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $4,000 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $4,714 | ProgramServiceRevenueAmt |
| Fundraising Gross Income | $39,317 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $26,071 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $13,246 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $21,960 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $2,000 | GrantsAndSimilarAmountsPaidAmt |
| Salaries Other Comp Empl Bnft | $400 | SalariesOtherCompEmplBnftAmt |
| Occupancy Rent Utlts And Maint | $4,174 | OccupancyRentUtltsAndMaintAmt |
| Other Expenses Total | $30,747 | OtherExpensesTotalAmt |
| Total Expenses | $37,321 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$15,361 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $38,657 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $23,296 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,267 | BOYAmt |
| EOY | $19,080 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,390 | BOYAmt |
| EOY | $4,216 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,657 | BOYAmt |
| EOY | $23,296 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,657 | BOYAmt |
| EOY | $23,296 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | PARENT TEACHER ORGANIZATION | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| SCHOOL SUPPLIES | $0 | $7,650 |
| SCHOLARSHIPS | $0 | $2,000 |
| DEPRECIATION AND OTHER EXPENSES TO ASSIST OPERATING THE SCHOOL | $0 | $20,697 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $30,347 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (3 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| MICHELLE HANSEN | ||||
| SECRETARY | 3.00 | $0 | $0 | $0 |
| KATHLEEN KARL | ||||
| TREASURER | 5.00 | $0 | $0 | $0 |
| TRACY CHORCHES | ||||
| PRESIDENT | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EAST FALMOUTH ELEMENTARY SCHOOL PTO | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 DAVISVILLE ROAD | AddressLine1Txt |
| City | EAST FALMOUTH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02536 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5085481052 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| School Operating | 0 | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (1) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,250 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,272 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,407 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,000 | CurrentTaxYearAmt |
| Total | $20,929 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $56,417 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $29,818 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,647 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $60,184 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $44,031 | CurrentTaxYearAmt |
| Total | $215,097 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $61,417 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $35,068 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,919 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $64,591 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $48,031 | CurrentTaxYearAmt |
| Total | $236,026 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $236,026 | PublicSupportTotal509Amt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $61,417 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $35,068 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,919 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $64,591 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $48,031 | CurrentTaxYearAmt |
| Total | $236,026 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 1.00000 | PublicSupportCY509Pct |
| Public Support PY509 | 1.00000 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | BOOSTER DANCE FIT | Event1Nm |
| Gross Receipts Event1 | $12,077 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $12,077 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $8,074 | OtherDirectExpensesEvent1Amt |
| Event2 | SCHOLASTIC BOOK FAIR | Event2Nm |
| Gross Receipts Event2 | $6,376 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $6,376 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $6,376 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 11 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $20,864 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $20,864 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $11,621 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $39,317 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $39,317 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $26,071 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $26,071 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $13,246 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid | Activity Classification: SCHOLARSHIP. Grantee Name: VARIOUS SCHOLARSHIPS TO INDIVIDUALS. Amount Given: 2,000. |
| Form 990-EZ, Part I, Line 14 | Description: Depreciation. Amount: 4,174. |
| Form 990-EZ, Part I, Line 16 - Other Expenses | Description: END OF YEAR ICE CREAM PARTY. Amount: 1,200. Description: SUPPLIES FOR CLASSROOMS. Amount: 7,650. Description: PTO ADMIN COSTS. Amount: 1,116. Description: ENRICHMENT. Amount: 3,565. Description: 4TH GRADE YEARBOOK. Amount: 974. Description: COMMUNITY OUTREACH. Amount: 2,068. Description: FIELD DAY. Amount: 572. Description: TEACHER APPRECIATION/PTO GIFTS. Amount: 13,602. Total to Form 990-EZ, line 16: 30,747. |
| Form 990-EZ, Part II, Line 24 - Other Assets | Description: Other Depreciable Assets. Beg. of Year Amount: 8,390. End of Year Amount: 4,216. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract. | DeclarationDesc |