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THOREAU ELEMENTARY PTO INC: Form 990EZ, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
THOREAU ELEMENTARY PTO INC (EIN 27-1393899)
Tax period
2024-08-01 to 2025-07-31
Filed
2025-10-02
IRS object ID
202502759349201510
Schema version
2024v5.2
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)
Return2025-10-02T16:40:21-05:00ReturnTs
Tax Period End2025-07-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Block AdvisorsBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1999 FOURIER DRAddressLine1Txt
CityMADISONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53717ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2024-08-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN271393899EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Thoreau Elementary PTO IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% SUZANNE TONELLIInCareOfNm
Business Name ControlTHORBusinessNameControlTxt
Phone6082171645PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13870 Nakoma RdAddressLine1Txt
CityMadisonCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53711ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSuzanne TonelliPersonNm
Person TitleTreasurerPersonTitleTxt
Phone6082171645PhoneNum
Signature2025-10-02SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSusan Wulfsberg EAPreparerPersonNm
PTINP01729436PTIN
Phone6088291442PhoneNum
Preparation2025-10-02PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

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$37,638GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$32,362ContributionsGiftsGrantsEtcAmt
Investment Income$136InvestmentIncomeAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Gain Or Loss From Sale Of Assets$0GainOrLossFromSaleOfAssetsAmt
Fundraising Gross Income$5,140FundraisingGrossIncomeAmt
Special Events Direct Expenses$0SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$5,140SpecialEventsNetIncomeLossAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Gross Profit Loss Sls Of Invntry$0GrossProfitLossSlsOfInvntryAmt
Total Revenue$37,638TotalRevenueAmt
Grants And Similar Amounts Paid$28,755GrantsAndSimilarAmountsPaidAmt
Salaries Other Comp Empl Bnft$0SalariesOtherCompEmplBnftAmt
Fees And Other Pymt To Ind Cntrct$25FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total$1,070OtherExpensesTotalAmt
Total Expenses$29,850TotalExpensesAmt
Excess Or Deficit For Year$7,788ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$129,662NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$137,450NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$129,662BOYAmt
EOY$137,450EOYAmt

Land And Buildings LandAndBuildingsGrp

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

Other Assets Total Detail OtherAssetsTotalDetail

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

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$129,662BOYAmt
EOY$137,450EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

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

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$129,662BOYAmt
EOY$137,450EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeThe Thoreau Elementary PTO Inc serves as a parent-teacher organization that exists to foster a greater sense of community by increasing access to the school in an all-inclusive approach for families and specifically the children in our community.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtProgram Service ExpensesProgramServiceExpensesAmt
The Significant portion of our annual service efforts focused on supporting our student's basic safety, emotional and physical health, and learning enrichment. These funds were used to assist students and their families with financial needs such as homelessness and eviction prevention, transportation and other expenses impacting the health and security of our students. The board worked closely with school staff to determine how to direct funds.$1,209$1,209
We continued to maintain volunteer and financial support of annual or biannual all-school community building activities such as Yearbook, Staff Appreciation luncheons, March Madness Book Tournament, Cultural and Affinity Group Outreach, Health Office support and more. In addition, we added in-person activities including school dance, back to school night and ice cream social.$27,546$27,546
FieldValueIRS element (for citing)
Total Program Service Expenses$28,755TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (4 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Jacqueline Shore
President5.0$0$0$0
Sean Kennedy
Secretary3.0$0$0$0
Suzanne Tonelli
Treasurer5.0$0$0$0
Amy Martino
Vice President5.0$0$0$0
FieldValueIRS element (for citing)
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
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonSUZANNE TONELLIPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1910 S MIDVALE BLVDAddressLine1Txt
CityMADISONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53711ZIPCd
FieldValueIRS element (for citing)
Phone6082171645PhoneNum
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
Related Org Sect527 OrgfalseRelatedOrgSect527OrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Other Employee Paid Over100k0OtherEmployeePaidOver100kCnt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Filed Schedule AYes (true)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$186,037CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$82,123CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$45,640CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$82,910CurrentTaxYearMinus1YearAmt
Current Tax Year$32,362CurrentTaxYearAmt
Total$429,072TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,393CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,328CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,278CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,986CurrentTaxYearMinus1YearAmt
Current Tax Year$5,140CurrentTaxYearAmt
Total$24,125TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$191,430CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$87,451CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$49,918CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$86,896CurrentTaxYearMinus1YearAmt
Current Tax Year$37,502CurrentTaxYearAmt
Total$453,197TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$120,000CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$50,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$15,000CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$50,000CurrentTaxYearMinus1YearAmt
Total$235,000TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$120,000CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$50,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$15,000CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$50,000CurrentTaxYearMinus1YearAmt
Total$235,000TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$218,197PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$35CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$28CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$44CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$121CurrentTaxYearMinus1YearAmt
Current Tax Year$136CurrentTaxYearAmt
Total$364TotalAmt

Post1975 UBTI Post1975UBTIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$35CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$28CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$44CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$121CurrentTaxYearMinus1YearAmt
Current Tax Year$136CurrentTaxYearAmt
Total$364TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$191,465CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$87,479CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$49,962CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$87,017CurrentTaxYearMinus1YearAmt
Current Tax Year$37,638CurrentTaxYearAmt
Total$453,561TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.48107PublicSupportCY509Pct
Public Support PY5090.49300PublicSupportPY509Pct
Investment Income CY0.00080InvestmentIncomeCYPct
Investment Income PY0.00050InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990EZ PART I LINE 10DONEES NAME:School Support GRANT AMOUNT:27546
FORM 990EZ PART I LINE 16Description:PTO ADMIN FEES, INSURANCE AND SOFTWARE RENEWAL Amount:670
FORM 990EZ PART I LINE 16Description:PRIOR YEAR ADJUSTMENT Amount:400

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