MONTESSORI CENTRE PTA: Form 990EZ, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
MONTESSORI CENTRE PTA (EIN 20-1849771)
Tax period
2023-07-01 to 2024-06-30
Filed
2024-09-24
IRS object ID
202412689349201556
Schema version
2023v5.1
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)
Return2024-09-24T15:55:32-05:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

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 DRIVEAddressLine1Txt
CityFRANKLINCityNm
State AbbreviationTNStateAbbreviationCd
ZIP37069ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

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 TitlePRESIDENTPersonTitleTxt
Phone6152896395PhoneNum
Signature2024-09-24SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRIANA MULLENAXPreparerPersonNm
PTINP00897592PTIN
Phone6153417044PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-08-08 14:25:15ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$52,351GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$3,000ContributionsGiftsGrantsEtcAmt
Membership Dues$3,780MembershipDuesAmt
Fundraising Gross Income$44,680FundraisingGrossIncomeAmt
Special Events Direct Expenses$15,747SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$28,933SpecialEventsNetIncomeLossAmt
Other Revenue Total$891OtherRevenueTotalAmt
Total Revenue$36,604TotalRevenueAmt
Printing Publications Postage$101PrintingPublicationsPostageAmt
Other Expenses Total$42,975OtherExpensesTotalAmt
Total Expenses$43,076TotalExpensesAmt
Excess Or Deficit For Year-$6,472ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$35,276NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$28,804NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$64,456BOYAmt
EOY$28,804EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$64,456BOYAmt
EOY$28,804EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$29,180BOYAmt
EOY$0EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$35,276BOYAmt
EOY$28,804EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposePARENT/TEACHER ASSOCIATIONPrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtProgram Service ExpensesProgramServiceExpensesAmt
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 2023, THE PTA ASSISTED WITH THE COST TO PURCHASE A NEW GENERATOR AND TO PURCHASE ADDITIONAL CLASSROOM SUPPLIES.$0$26,881
THE PTA ASSISTS WITH THE COSTS TO MAINTAIN A GARDEN ON SCHOOL PROPERTY FOR CHILDREN TO GROW VEGETABLES.$0$1,377
FieldValueIRS element (for citing)
Total Program Service Expenses$28,258TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (4 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
AMANDA MANCEAU-KHA
PRESIDENT1.50$0$0$0
MICHELLE BALFOUR
SECRETARY1.50$0$0$0
BRIANA MULLENAX
TREASURER1.50$0$0$0
JESSICA LANGSDEN
VICE PRESIDENT1.50$0$0$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt0ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI0OrganizationHadUBIInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Made Loans To From Officers0MadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BRIANA J MULLENAXBusinessNameLine1Txt

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 Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
School Operating0SchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (1)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,925CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,435CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,700CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,700CurrentTaxYearMinus1YearAmt
Current Tax Year$8,594CurrentTaxYearAmt
Total$29,354TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$10,420CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$24,425CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$24,310CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$58,075CurrentTaxYearMinus1YearAmt
Current Tax Year$50,600CurrentTaxYearAmt
Total$167,830TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$15,345CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$28,860CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$30,010CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$63,775CurrentTaxYearMinus1YearAmt
Current Tax Year$59,194CurrentTaxYearAmt
Total$197,184TotalAmt

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$197,184PublicSupportTotal509Amt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$15,345CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$28,860CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$30,010CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$63,775CurrentTaxYearMinus1YearAmt
Current Tax Year$59,194CurrentTaxYearAmt
Total$197,184TotalAmt
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)
Event1SCHOOL AUCTIONEvent1Nm
Gross Receipts Event1$44,680GrossReceiptsEvent1Amt
Gross Revenue Event1$44,680GrossRevenueEvent1Amt
Other Direct Expenses Event1$15,747OtherDirectExpensesEvent1Amt
Gross Receipts Total$44,680GrossReceiptsTotalAmt
Gross Revenue Total Events$44,680GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$15,747OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$15,747DirectExpenseSummaryEventsAmt
Net Income Summary$28,933NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 8 - OTHER REVENUEDESCRIPTION: KROGER INCOME. AMOUNT: 321. DESCRIPTION: T SHIRT SALES. AMOUNT: 570. TOTAL TO FORM 990-EZ, LINE 8: 891.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: GARDEN EXPENSE. AMOUNT: 1,377. DESCRIPTION: BOARD EXPENSES. AMOUNT: 662. DESCRIPTION: PARENT SOCIAL. AMOUNT: 2,859. DESCRIPTION: PTA MEETING EXPENSE. AMOUNT: 2,597. DESCRIPTION: SOS FEES. AMOUNT: 21. DESCRIPTION: SUNSHINE EXPENSE. AMOUNT: 4,116. DESCRIPTION: GENERATOR. AMOUNT: 16,188. DESCRIPTION: CLASS ROOM SUPPLIES. AMOUNT: 10,694. DESCRIPTION: TEACHER CONFERENCES. AMOUNT: 1,125. DESCRIPTION: TEACHER HAPPY HOUR. AMOUNT: 3,336. TOTAL TO FORM 990-EZ, LINE 16: 42,975.
FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIESDESCRIPTION: ACCRUED EXPENSES - AUCTION PURCHASES. BEG. OF YEAR AMOUNT: 29,180. END OF YEAR AMOUNT: 0.

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

FieldValueIRS element (for citing)
DeclarationTHE 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

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