THORSON ELEMENTARY SCHOOL PTO INC: Form 990EZ, tax year 2022
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- Organization
- THORSON ELEMENTARY SCHOOL PTO INC (EIN 26-3128273)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2023-10-30
- IRS object ID
- 202323039349201342
- Schema version
- 2022v5.0
- 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 | 2023-10-30T11:36:09-07:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 391976194 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINDGREN LESTER & ASSOCIATES | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1922 Wildwood Dr | AddressLine1Txt |
| City | Cedarburg | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53012 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263128273 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Thorson Elementary School PTO Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THOR | BusinessNameControlTxt |
| Phone | 2623766700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | W51 N932 Keup Road | AddressLine1Txt |
| City | Cedarburg | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53012 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jennifer Stevens | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2023-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Jennifer | PersonFirstNm |
| Person Last | Stevens | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michael W Lester CPA | PreparerPersonNm |
| PTIN | P00044713 | PTIN |
| Phone | 2623756130 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | 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 | $60,805 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Investment Income | $2 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Fundraising Gross Income | $60,803 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $27,198 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $33,605 | SpecialEventsNetIncomeLossAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Total Revenue | $33,607 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $1,262 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $18,947 | OtherExpensesTotalAmt |
| Total Expenses | $20,209 | TotalExpensesAmt |
| Excess Or Deficit For Year | $13,398 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $55,349 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $68,747 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,349 | BOYAmt |
| EOY | $68,747 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,349 | BOYAmt |
| EOY | $68,747 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,349 | BOYAmt |
| EOY | $68,747 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | Educational/Charitable: Parent Teacher Organization | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (4 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|
| Fifth Grade Farewell. This purpose is to show signs of appreciation to the graduating class each year. This promotes well being as the students continue on to middle school. | $3,522 |
| Special Projects and Grants specifically designed to benefit the students and faculty of Thorson Elementary School. | $1,996 |
| Teachers of Thorson Elememtary School - Various fund raisers to provide a supplies and equipment allocation and appreciation for the staff. | $5,355 |
| Special Project - Bundt Cake Fundraiser. The goal of this fundraiser is to use the funding to purchase character trait word banners that will be proudly displayed in Thorsons cafeteria. | $4,239 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $15,112 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (5 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| Nicole Stein | ||
| Secretary | 0 | $0 |
| Kim Leutenegger | ||
| Co-President | 0 | $0 |
| Maria Morales | ||
| Co-President | 0 | $0 |
| Jennifer Stevens | ||
| Treasurer | 0 | $0 |
| Jamie Wilhelme | ||
| Vice President | 0 | $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 |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jennifer Stevens | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5207 Cedar Creek Rd | AddressLine1Txt |
| City | Grafton | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2628535808 | 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 Minus2 Years | $79 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $867 | CurrentTaxYearMinus1YearAmt |
| Total | $946 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $24,808 | CurrentTaxYearMinus2YearsAmt |
| Total | $24,808 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $24,887 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $867 | CurrentTaxYearMinus1YearAmt |
| Total | $25,754 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $25,754 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $24,887 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $867 | CurrentTaxYearMinus1YearAmt |
| Total | $25,754 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| First5 Years509 | Yes (X) | First5Years509Ind |
| Public Support CY509 | 0.00000 | PublicSupportCY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Carnival | Event1Nm |
| Gross Receipts Event1 | $16,062 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $16,062 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $6,916 | OtherDirectExpensesEvent1Amt |
| Event2 | Mum Sale | Event2Nm |
| Gross Receipts Event2 | $10,790 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $10,790 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $5,590 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $11,701 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $11,701 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $7,125 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $38,553 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $38,553 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $19,631 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $19,631 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $18,922 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (17 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Other Expenses.1012 | Insurance $550 |
| Other Expenses.1 | Teacher Allocation Expenses $5355 |
| Other Expenses.2 | Fifth Grade Farewell $3522 |
| Other Expenses.3 | End of Year Party $2502 |
| Other Expenses.4 | Special projects and Grants $1996 |
| Other Expenses.5 | High Five Conference $1588 |
| Other Expenses.6 | Teacher Appreciation Expense $1580 |
| Other Expenses.7 | Fuel Up to Play 60 $815 |
| Other Expenses.8 | Field Day $349 |
| Other Expenses.9 | Lego Club $219 |
| Other Expenses.10 | PBIS School Party $150 |
| Other Expenses.11 | Student Council $100 |
| Other Expenses.12 | Misc. Expenses $79 |
| Other Expenses.13 | WDFI Charitable Org Cert $54 |
| Other Expenses.14 | PTO Supplies $38 |
| Other Expenses.15 | WDFI Non-Stock Annual $25 |
| Other Expenses.16 | WI Gaming License $25 |