BETA

GILBERT PRIMARY SCHOOL PTO: Form 990EZ, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
GILBERT PRIMARY SCHOOL PTO (EIN 46-3939673)
Tax period
2021-07-01 to 2022-06-30
Filed
2023-04-03
IRS object ID
202330939349201713
Schema version
2021v4.2
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)
Return2023-04-03T09:44:32-05:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN570940019PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BAUKNIGHT PIETRAS & STORMER PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11501 MAIN ST SUITE 600AddressLine1Txt
CityCOLUMBIACityNm
State AbbreviationSCStateAbbreviationCd
ZIP29201ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN463939673EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GILBERT ELEMENTARY PTOBusinessNameLine1Txt
Business Name Line2FKA GILBERT PRIMARY SCHOOL PTOBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlGILBBusinessNameControlTxt
Phone8038211400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1520 MAIN STREETAddressLine1Txt
CityGILBERTCityNm
State AbbreviationSCStateAbbreviationCd
ZIP29054ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMELISSA RUNIONPersonNm
Person TitleSECRETARYPersonTitleTxt
Phone8038211400PhoneNum
Signature2023-03-29SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMELISSAPersonFirstNm
Person LastRUNIONPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSHELLIE S JOHNSONPreparerPersonNm
PTINP00294226PTIN
Phone8037718943PhoneNum
Preparation2023-03-29PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
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$15,804GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$4,269ContributionsGiftsGrantsEtcAmt
Program Service Revenue$10,051ProgramServiceRevenueAmt
Fundraising Gross Income$413FundraisingGrossIncomeAmt
Special Events Net Income Loss$413SpecialEventsNetIncomeLossAmt
Gross Sales Of Inventory$1,071GrossSalesOfInventoryAmt
Cost Of Goods Sold$7,645CostOfGoodsSoldAmt
Gross Profit Loss Sls Of Invntry-$6,574GrossProfitLossSlsOfInvntryAmt
Total Revenue$8,159TotalRevenueAmt
Other Expenses Total$18,006OtherExpensesTotalAmt
Total Expenses$18,006TotalExpensesAmt
Excess Or Deficit For Year-$9,847ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$30,963NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$21,116NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$30,963BOYAmt
EOY$21,116EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$0BOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$30,963BOYAmt
EOY$21,116EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

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

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$30,963BOYAmt
EOY$21,116EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeTO SUPPORT AND ENHANCE THE EDUCATION OF STUDENTS AT GILBERT PRIMARY SCHOOLPrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (4 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtProgram Service ExpensesProgramServiceExpensesAmt
CLASSROOM SUPPLIES - BENEFITS THE ENTIRE SCHOOL POPULATION. TEACHERS CREATE A WISH LIST OF ITEMS THAT ARE NOT PROVIDED BY THE SCHOOL THAT THEY WOULD LIKE FOR STUDENTS TO HAVE ACCESS TO. THE PTO WILL PURCHASE THESE ITEMS FOR THE TEACHERS AND STUDENTS.$0$10,682
SPIRIT NIGHT - BENEFITS THE ENTIRE SCHOOL. RESTAURANTS THAT GIVE A PERCENTAGE OF THEIR PROCEEDS DURING A SPECIFIC TIME FRAME ON CERTAIN DAYS.$0$1,144
TEACHER/STAFF APPRECIATION - BENEFITS THE ENTIRE SCHOOL. GIFTS OR TREATS FOR THE TEACHERS AND STAFF TO SAY THANK YOU FOR THEIR HARD WORK AND TO IMPROVE MORALE.$0$2,223
OTHER PROGRAM EXPENSES$0$1,364
FieldValueIRS element (for citing)
Total Program Service Expenses$15,413TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (3 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ANNA MCLEOD
PRESIDENT10.00$0$0$0
KATHERINE SHEPPARD
TREASURER5.00$0$0$0
MELISSA RUNION
SECRETARY5.00$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 FldSCStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MELISSA RUNIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1520 MAIN STREETAddressLine1Txt
CityGILBERTCityNm
State AbbreviationSCStateAbbreviationCd
ZIP29054ZIPCd
FieldValueIRS element (for citing)
Phone8034462230PhoneNum
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$1,342CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,546CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$860CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,500CurrentTaxYearMinus1YearAmt
Current Tax Year$4,269CurrentTaxYearAmt
Total$11,517TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$30,986CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$29,965CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$28,603CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$15,804CurrentTaxYearMinus1YearAmt
Current Tax Year$15,804CurrentTaxYearAmt
Total$121,162TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$32,328CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$32,511CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$29,463CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$18,304CurrentTaxYearMinus1YearAmt
Current Tax Year$20,073CurrentTaxYearAmt
Total$132,679TotalAmt

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$132,679PublicSupportTotal509Amt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$32,328CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$32,511CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$29,463CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$18,304CurrentTaxYearMinus1YearAmt
Current Tax Year$20,073CurrentTaxYearAmt
Total$132,679TotalAmt
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)
Event1BOX TOPSEvent1Nm
Gross Receipts Event1$413GrossReceiptsEvent1Amt
Gross Revenue Event1$413GrossRevenueEvent1Amt
Other Direct Expenses Event1$0OtherDirectExpensesEvent1Amt
Gross Receipts Total$413GrossReceiptsTotalAmt
Gross Revenue Total Events$413GrossRevenueTotalEventsAmt
Net Income Summary$413NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 7 - SALES OF INVENTORYINCOME: GROSS RECEIPTS: 1,071. RETURNS AND ALLOWANCES: 0. LESS COST OF GOODS SOLD: 7,645. GROSS PROFIT: -6,574. COST OF GOODS SOLD: INVENTORY AT BEGINNING OF YEAR: 0. MERCHANDISE PURCHASED: 7,645. COST OF LABOR: 0. MATERIALS AND SUPPLIES: 0. OTHER COSTS: 0. INVENTORY AT END OF YEAR: 0. COST OF GOODS SOLD: 7,645.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: INSURANCE. AMOUNT: 499. DESCRIPTION: STAFF/TEACHER APPRECIATION. AMOUNT: 2,223. DESCRIPTION: ACCOUNTING & LEGAL FEES. AMOUNT: 850. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 1,246. DESCRIPTION: CLASSROOM SUPPLIES. AMOUNT: 10,682. DESCRIPTION: SPIRIT NIGHT EXPENSE. AMOUNT: 1,144. DESCRIPTION: SPRING FLING EXPENSE. AMOUNT: 779. DESCRIPTION: KISS THE PIG EXPENSE. AMOUNT: 33. DESCRIPTION: LICENSE AND FEES. AMOUNT: 50. DESCRIPTION: SCHOLARSHIP. AMOUNT: 500. TOTAL TO FORM 990-EZ, LINE 16: 18,006.

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

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.