SUMMERFIELD ELEMENTARY PTO INC: Form 990EZ, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SUMMERFIELD ELEMENTARY PTO INC (EIN 81-0998496)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2024-10-01
- IRS object ID
- 202412759349200606
- Schema version
- 2023v5.0
- 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 | 2024-10-01T08:22:00-04:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222981982 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FALLON & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1390 STATE ROUTE 36 STE 102 | AddressLine1Txt |
| City | HAZLET | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07730 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810998496 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUMMERFIELD ELEMENTARY PTO INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SUMM | BusinessNameControlTxt |
| Phone | 7327762200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 SUMMERFIELD LANE | AddressLine1Txt |
| City | NEPTUNE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07753 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHELE NARCISO | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7329885200 | PhoneNum |
| Signature | 2024-07-10 | 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 | MARIANNE CARADONIO | PreparerPersonNm |
| PTIN | P01053878 | PTIN |
| Phone | 7328882070 | PhoneNum |
| Preparation | 2024-10-01 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | 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 Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $45,161 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $2,422 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $4,306 | ProgramServiceRevenueAmt |
| Investment Income | $9 | InvestmentIncomeAmt |
| Fundraising Gross Income | $38,424 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $7,136 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $31,288 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $38,025 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $300 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $48,204 | OtherExpensesTotalAmt |
| Total Expenses | $48,504 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$10,479 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $20,062 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $9,583 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,062 | BOYAmt |
| EOY | $9,583 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,062 | BOYAmt |
| EOY | $9,583 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,062 | BOYAmt |
| EOY | $9,583 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | THE SUMMERFIELD ELEMENTARY PTO, INC. ORGANIZES ACTIVITIES AND EVENTS TO BENEFIT THE STUDENTS AND FAMILIES OF SUMMERFIELD ELEMENTARY SCHOOL. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | THE SUMMERFIELD ELEMENTARY PTO, INC. ORGANIZES AND SUPPORTS ACTIVITIES AND EVENTS SUCH AS FIELD DAY, FIELD TRIPS, DANCES, ETC. FOR THE STUDENTS AND FAMILIES OF THE SUMMERFIELD ELEMENTARY SCHOOL. | DescriptionProgramSrvcAccomTxt |
| Program Service Expenses | $42,169 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $42,169 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (4 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| MICHAEL HOFFMAN | ||
| PRESIDENT | 5.00 | $0 |
| GABI BRUNO | ||
| VICE PRESIDE | 5.00 | $0 |
| MICHELE NARCISO | ||
| TREASURER | 5.00 | $0 |
| JEANNE MITEV | ||
| SECRETARY | 5.00 | $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 |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHELE NARCISO | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 SUMMERFIELD LANE | AddressLine1Txt |
| City | NEPTUNE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07753 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7327762200 | 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 |
| 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 | $829 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $2,432 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $2,422 | CurrentTaxYearAmt |
| Total | $5,683 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,109 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $754 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,916 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,544 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $38,424 | CurrentTaxYearAmt |
| Total | $104,747 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,868 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $1,832 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,817 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,306 | CurrentTaxYearAmt |
| Total | $11,823 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,806 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $754 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $31,180 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $25,361 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $45,152 | CurrentTaxYearAmt |
| Total | $122,253 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $122,253 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9 | CurrentTaxYearAmt |
| Total | $13 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9 | CurrentTaxYearAmt |
| Total | $13 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,807 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $755 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $31,181 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $25,362 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $45,161 | CurrentTaxYearAmt |
| Total | $122,266 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99990 | PublicSupportCY509Pct |
| Public Support PY509 | 1.00000 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | READ A THON | Event1Nm |
| Gross Receipts Event1 | $14,165 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $14,165 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $453 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $14,165 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $14,165 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $453 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $453 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $13,712 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 16 | OLD MONMOUTH CANDY COST OF GOODS SOLD 1,580 PIES COST OF GOODS SOLD 2,487 EXPENSES 1,678 260 PROGRAM SERVICES 42,169 FEES 30 TOTAL 48,204 |
| FORM 990-EZ, PART III | THE SUMMERFIELD ELEMENTARY PTO, INC. ORGANIZES ACTIVITIES AND EVENTS TO BENEFIT THE STUDENTS AND FAMILIES OF SUMMERFIELD ELEMENTARY SCHOOL. |
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