BETA

THOREAU ELEMENTARY PTO INC: Form 990EZ, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
THOREAU ELEMENTARY PTO INC (EIN 27-1393899)
Tax period
2022-08-01 to 2023-07-31
Filed
2023-12-15
IRS object ID
202313499349201206
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

FieldValueIRS element (for citing)
Return2023-12-15T17:10:21-07:00ReturnTs
Tax Period End2023-07-31TaxPeriodEndDt
Return Type990EZReturnTypeCd
Tax Period Begin2022-08-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN271393899EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THOREAU ELEMENTARY PTO INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTHORBusinessNameControlTxt
Phone6087728256PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13870 NAKOMA RDAddressLine1Txt
CityMADISONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53711ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBrittney KeeseyPersonNm
Person TitleTreasurerPersonTitleTxt
Phone6087728256PhoneNum
Signature2023-12-14SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd
Form8822 B AttachedYes (X)Form8822BAttachedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer1TrustedCustomerCd
OOB Security Verification11OOBSecurityVerificationCd
Last Submission Rqr OOB0LastSubmissionRqrOOBCd
Authentication Assurance LevelAAL2AuthenticationAssuranceLevelCd
Profile Password ChangeYes (X)ProfilePasswordChangeInd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Website Addressthoreaupto.orgWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$50,382GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$45,640ContributionsGiftsGrantsEtcAmt
Program Service Revenue$0ProgramServiceRevenueAmt
Membership Dues$0MembershipDuesAmt
Investment Income$44InvestmentIncomeAmt
Sale Of Assets Gross$0SaleOfAssetsGrossAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Gain Or Loss From Sale Of Assets$0GainOrLossFromSaleOfAssetsAmt
Gaming Gross Income$0GamingGrossIncomeAmt
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Special Events Direct Expenses$0SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$0SpecialEventsNetIncomeLossAmt
Gross Sales Of Inventory$4,698GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Gross Profit Loss Sls Of Invntry$4,698GrossProfitLossSlsOfInvntryAmt
Other Revenue Total$0OtherRevenueTotalAmt
Total Revenue$50,382TotalRevenueAmt
Grants And Similar Amounts Paid$36,192GrantsAndSimilarAmountsPaidAmt
Benefits Paid To Or For Members$0BenefitsPaidToOrForMembersAmt
Salaries Other Comp Empl Bnft$0SalariesOtherCompEmplBnftAmt
Fees And Other Pymt To Ind Cntrct$0FeesAndOtherPymtToIndCntrctAmt
Occupancy Rent Utlts And Maint$0OccupancyRentUtltsAndMaintAmt
Printing Publications Postage$0PrintingPublicationsPostageAmt
Other Expenses Total$981OtherExpensesTotalAmt
Total Expenses$37,173TotalExpensesAmt
Excess Or Deficit For Year$13,209ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$71,010NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$84,219NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$71,010BOYAmt
EOY$84,219EOYAmt

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$71,010BOYAmt
EOY$84,219EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

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

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$71,010BOYAmt
EOY$84,219EOYAmt
FieldValueIRS element (for citing)
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 accomplishments again focused on our students' basic safety, emotional and physical health as such directly affected their ability to learn. These funds were used to assist students and their families with financial needs such as homelessness and eviction prevention, transportation and other expenses that had a direct impact on the health and security of our students. The board worked closely with our principals, teachers and social workers to determine how funds could best be directed.$5,680$0
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 & Affinity Group Outreach, Health Office Support, and more...We were able to add in some in-person activities including school dance, back to school night and ice cream social.$19,215$0
FieldValueIRS element (for citing)
Total Program Service Expenses$0TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (7 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CHERISH OROZCO
CO-PRESIDENT5$0$0$0
STACY MELLENTHIN
CO-PRESIDENT5$0$0$0
CONNIE BUFFORD
VICE PRESIDENT1$0$0$0
LINDSAY RIESCH
CO-SECRETARY1$0$0$0
MELISSA NORSTEDT
CO-SECRETARY1$0$0$0
MICHAEL GREGOR
CO-TREASURER1$0$0$0
BRITTNEY KEESEY
CO-TREASURER1$0$0$0
FieldValueIRS element (for citing)
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
Form1120 Pol Filed0Form1120PolFiledInd
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 FldWIStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonBrittney KeeseyPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11138 Waban HillAddressLine1Txt
CityMADISONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53711ZIPCd
FieldValueIRS element (for citing)
Phone6087728256PhoneNum
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Transaction With Control Ent0TransactionWithControlEntInd
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$49,989CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$78,977CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$186,037CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$82,123CurrentTaxYearMinus1YearAmt
Current Tax Year$45,640CurrentTaxYearAmt
Total$442,766TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$8,492CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,393CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,328CurrentTaxYearMinus1YearAmt
Current Tax Year$4,278CurrentTaxYearAmt
Total$23,491TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$49,989CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$87,469CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$191,430CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$87,451CurrentTaxYearMinus1YearAmt
Current Tax Year$49,918CurrentTaxYearAmt
Total$466,257TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$20,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$120,000CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$50,000CurrentTaxYearMinus1YearAmt
Current Tax Year$15,000CurrentTaxYearAmt
Total$205,000TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$20,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$120,000CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$50,000CurrentTaxYearMinus1YearAmt
Current Tax Year$15,000CurrentTaxYearAmt
Total$205,000TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$261,257PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$10CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$19CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$35CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$28CurrentTaxYearMinus1YearAmt
Current Tax Year$44CurrentTaxYearAmt
Total$136TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$10CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$19CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$35CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$28CurrentTaxYearMinus1YearAmt
Current Tax Year$44CurrentTaxYearAmt
Total$136TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$49,999CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$87,488CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$191,465CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$87,479CurrentTaxYearMinus1YearAmt
Current Tax Year$49,962CurrentTaxYearAmt
Total$466,393TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.56016PublicSupportCY509Pct
Public Support PY5090.59243PublicSupportPY509Pct
Investment Income CY0.00029InvestmentIncomeCYPct
Investment Income PY0.00022InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests PY509Yes (X)ThirtyThrPctSuprtTestsPY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990-EZ, Part I, Line 10The PTO sponsored Literacy events, community building through dance, park meets, staff appreciation event, and supporting families with needed necessities.
Form 990-EZ, Part I, Line 16The Other Expenses includes administrative fees such as insurance, finance software subscription, domain name, state filing and bank fees.
Form 990-EZ, Part I, Line 20The other expenses includes administrative fees, such as insurance, finance software subscription, domain name, state filing and bank fees.

Comments

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