MONTESSORI CENTRE PTA: Form 990EZ, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
MONTESSORI CENTRE PTA (EIN 20-1849771)
Tax period
2021-07-01 to 2022-06-30
Filed
2022-09-15
IRS object ID
202212589349200946
Schema version
2021v4.1
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

FieldValueIRS element (for citing)
Return2022-09-15T19:29:01-07:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN464739020PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LARRY J CARTER CPA LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11112 VAUGHN CREST DRAddressLine1Txt
CityFRANKLINCityNm
State AbbreviationTNStateAbbreviationCd
ZIP37069ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201849771EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MONTESSORI CENTRE PTA INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMONTBusinessNameControlTxt
Phone6152896395PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14608 GRANNY WHITE PIKEAddressLine1Txt
CityNASHVILLECityNm
State AbbreviationTNStateAbbreviationCd
ZIP37220ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBRIANA J MULLENAXPersonNm
Person TitleTREASURERPersonTitleTxt
Phone6152896395PhoneNum
Signature2022-09-15SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstBRIANAPersonFirstNm
Person LastMULLENAXPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLARRY J CARTERPreparerPersonNm
PTINP00034898PTIN
Phone6154783059PhoneNum
Preparation2022-09-15PreparationDt
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressN/AWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$72,743GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$1,335ContributionsGiftsGrantsEtcAmt
Program Service Revenue$0ProgramServiceRevenueAmt
Membership Dues$4,365MembershipDuesAmt
Investment Income$0InvestmentIncomeAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Gain Or Loss From Sale Of Assets$0GainOrLossFromSaleOfAssetsAmt
Fundraising Gross Income$67,043FundraisingGrossIncomeAmt
Special Events Direct Expenses$8,968SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$58,075SpecialEventsNetIncomeLossAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Gross Profit Loss Sls Of Invntry$0GrossProfitLossSlsOfInvntryAmt
Total Revenue$63,775TotalRevenueAmt
Printing Publications Postage$153PrintingPublicationsPostageAmt
Other Expenses Total$28,835OtherExpensesTotalAmt
Total Expenses$28,988TotalExpensesAmt
Excess Or Deficit For Year$34,787ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$25,938NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$60,725NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$34,019BOYAmt
EOY$61,262EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
EOY$108EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$34,019BOYAmt
EOY$61,370EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$8,081BOYAmt
EOY$645EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$25,938BOYAmt
EOY$60,725EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposePARENT/TEACHER ASSOCIATIONPrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtProgram Service ExpensesProgramServiceExpensesAmt
SEE ATTACHED SCHEDULE O$0$20,437
THE PTA ASSISTS WITH THE COST TO MAINTAIN A GARDEN ONSCHOOL PROPERTY FOR CHILDREN TO GROW VEGETABLES.$0$4,041
THE PTA RAISES MONEY TO HOST EVENTS THAT BRING PARENTS, TEACHERS AND STUDENTS TOGETHER. THE MONEY RAISED FROM THESE EVENTS IS USED TO ASSIST THE SCHOOL WITH EXPENSES TO ENHANCE CHILDREN'S EDUCATIONAL EXPERIENCE. IN FY 2022, THE PTA ASSISTED WITH THE COSTS TO PURCHASE NEW PLAYGROUND EQUIPMENT.
FieldValueIRS element (for citing)
Total Program Service Expenses$24,478TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (4 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SAMANTHA INGLIS
PRESIDENT2.50$0$0$0
AMANDA MANCEAU-KHA
VICE PRESIDENT2.50$0$0$0
BRIANA MULLENAX
TREASURER2.50$0$0$0
MICHELLE BALFOUR
SECRETARY2.50$0$0$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptfalseChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Initiation Fees And Cap Contri$0InitiationFeesAndCapContriAmt
Gross Receipts For Public Use$0GrossReceiptsForPublicUseAmt
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonBRIANA J MULLENAXPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line14608 GRANNY WHITE PIKEAddressLine1Txt
CityNASHVILLECityNm
State AbbreviationTNStateAbbreviationCd
ZIP37220ZIPCd
FieldValueIRS element (for citing)
Phone6152896395PhoneNum
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccountInd
Foreign OfficefalseForeignOfficeInd
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
School OperatingfalseSchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (true)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind
Other Support Sum$0OtherSupportSumAmt
Public Support CY1700PublicSupportCY170Pct

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,170CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,118CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,925CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,435CurrentTaxYearMinus1YearAmt
Current Tax Year$5,700CurrentTaxYearAmt
Total$26,348TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$55,081CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$49,655CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$10,420CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$24,425CurrentTaxYearMinus1YearAmt
Current Tax Year$24,310CurrentTaxYearAmt
Total$163,891TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$58,251CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$57,773CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$15,345CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$28,860CurrentTaxYearMinus1YearAmt
Current Tax Year$30,010CurrentTaxYearAmt
Total$190,239TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$190,239PublicSupportTotal509Amt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Total$190,239TotalAmt
FieldValueIRS element (for citing)
Public Support CY5091.00000PublicSupportCY509Pct
Public Support PY5091.00000PublicSupportPY509Pct
Investment Income CY0.00000InvestmentIncomeCYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1SILENT AUCTIONEvent1Nm
Gross Receipts Event1$67,043GrossReceiptsEvent1Amt
Gross Revenue Event1$67,043GrossRevenueEvent1Amt
Food And Beverage Event1$6,765FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$2,203OtherDirectExpensesEvent1Amt
Gross Receipts Total$67,043GrossReceiptsTotalAmt
Gross Revenue Total Events$67,043GrossRevenueTotalEventsAmt
Food And Beverage Total Events$6,765FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$2,203OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$8,968DirectExpenseSummaryEventsAmt
Net Income Summary$58,075NetIncomeSummaryAmt

Gaming Information GamingInformationGrp

FieldValueIRS element (for citing)
Volunteer Labor BingoYes (true)VolunteerLaborBingoInd
Volunteer Labor Bingo1.00000VolunteerLaborBingoPct

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Pt III, Line 31THE PTA RAISES MONEY TO HOST EVENTS THAT BRING PARENTS, TEACHERS AND STUDENTS TOGETHER. THE MONEY RAISED FROM THESE EVENTS IS USED TO ASSIST THE SCHOOL WITH EXPENSES TO ENHANCE CHILDREN'S EDUCATIONAL EXPERIENCE. IN FY 2022, THE PTA ASSISTED WITH THE COSTS TO PURCHASE NEW PLAYGROUND EQUIPMENT.
Pt V, PBCTHE 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.
Form 990EZ, Part I, Line 16BOARD EXPENSES 941.
Form 990EZ, Part I, Line 16GARDEN EXPENSE 4041.
Form 990EZ, Part I, Line 16LEGAL & PROFESSIONAL 20.
Form 990EZ, Part I, Line 16SUNSHINE COMMITTEE 2229.
Form 990EZ, Part I, Line 16PTA MEETINGS 165.
Form 990EZ, Part I, Line 16AUCTION PROCEED PURCHASES 20439.
Form 990EZ, Part I, Line 16TEACHER APPRECIATION 1000.

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