SOUTH MEMORIAL ELEMENTARY SCHOOL PARENT TEACHER ORGANIZATION: Form 990EZ, tax year 2023
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- Organization
- SOUTH MEMORIAL ELEMENTARY SCHOOL PARENT TEACHER ORGANIZATION (EIN 20-4067925)
- Tax period
- 2023-06-01 to 2024-05-31
- Filed
- 2025-04-15
- IRS object ID
- 202501059349202815
- Schema version
- 2023v6.0
- 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 | 2025-04-15T20:44:40-05:00 | ReturnTs |
| Tax Period End | 2024-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 823004540 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Teresa Reis | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 Vine Brook Way | AddressLine1Txt |
| City | Woburn | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2023-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 204067925 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | South Memorial Elementary School Parent Teacher Org Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Jennifer Uglietta | InCareOfNm |
| Business Name Control | SOUT | BusinessNameControlTxt |
| Phone | 9785365700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16 Maple Street Ext | AddressLine1Txt |
| City | Peabody | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01960 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER UGLIETTA | PersonNm |
| Person Title | CoTreasurer | PersonTitleTxt |
| Phone | 7817386738 | PhoneNum |
| Signature | 2025-04-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TERESA REIS | PreparerPersonNm |
| PTIN | P00656665 | PTIN |
| Phone | 7817386738 | PhoneNum |
| Preparation | 2025-04-15 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | 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 |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $64,948 | GrossReceiptsAmt |
| Contributions Gifts Grants Etc | $2,968 | ContributionsGiftsGrantsEtcAmt |
| Fundraising Gross Income | $61,980 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $30,480 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $31,500 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $34,468 | TotalRevenueAmt |
| Other Expenses Total | $38,796 | OtherExpensesTotalAmt |
| Total Expenses | $38,796 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$4,328 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $63,084 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $58,756 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,084 | BOYAmt |
| EOY | $58,756 | EOYAmt |
Land And Buildings LandAndBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,084 | BOYAmt |
| EOY | $58,756 | 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 | $63,084 | BOYAmt |
| EOY | $58,756 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | To Support Students at South Memorial School | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|
| Enrichment Educations Events Money is allocated for educational programs at each grade level | $11,018 |
| Field Trips Money is allocated to each grade to supplement the cost of educational field trips | $8,855 |
| Field Days Money is allocated to the end of year events to educations activities | $5,069 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $24,942 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (7 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| ANDREA DELPERO | ||||
| CoPresident | 4.000 | $0 | $0 | $0 |
| KRISTIN DENNIS | ||||
| CoPresident | 4.000 | $0 | $0 | $0 |
| ELLEN CHRISTOPOULOS | ||||
| CoVice President | 4.000 | $0 | $0 | $0 |
| KARLA TOYLOY-MATTERA | ||||
| CoVice President | 4.000 | $0 | $0 | $0 |
| JENNIFER UGLIETTA | ||||
| CoTreasurer | 4.000 | $0 | $0 | $0 |
| JEAN WILLIAMS | ||||
| CoTreasurer | 4.000 | $0 | $0 | $0 |
| ALYSSA LINO | ||||
| Secretary | 4.000 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER UGLIETTA | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16 Maple Street Ext | AddressLine1Txt |
| City | Peabody | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01960 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7817386738 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Related Org Sect527 Org | false | RelatedOrgSect527OrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | 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 | $4,920 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $906 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,518 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,968 | CurrentTaxYearAmt |
| Total | $15,312 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $98,934 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,553 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $71,775 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $45,245 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $61,980 | CurrentTaxYearAmt |
| Total | $311,487 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $103,854 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,553 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $72,681 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $51,763 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $64,948 | CurrentTaxYearAmt |
| Total | $326,799 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $326,799 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $34 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11 | CurrentTaxYearMinus2YearsAmt |
| Total | $55 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $34 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11 | CurrentTaxYearMinus2YearsAmt |
| Total | $55 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $103,888 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,563 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $72,692 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $51,763 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $64,948 | CurrentTaxYearAmt |
| Total | $326,854 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99983 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99976 | PublicSupportPY509Pct |
| Investment Income CY | 0.00017 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00024 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule G IRS990ScheduleG
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I Line 16 | Insurance $689.00 |
| Part I Line 16 | Field Trips $8855.00 |
| Part I Line 16 | Field Day $5069.00 |
| Part I Line 16 | Teacher Appreciation $5860.00 |
| Part I Line 16 | Scholarships $1000.00 |
| Part I Line 16 | Enrichments $11018.00 |
| Part I Line 16 | Roadrunners Care $450.00 |
| Part I Line 16 | Tax Prep $818.00 |
| Part I Line 16 | General Expenses $2758.00 |
| Part I Line 16 | Ice Cream Social & Pops $2000.00 |
| Part I Line 16 | Subscriptions $279.00 |
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