STATESVILLE MONTESSORI SCHOOL PTO: Form 990EZ, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
STATESVILLE MONTESSORI SCHOOL PTO (EIN 56-2047784)
Tax period
2021-07-01 to 2022-06-30
Filed
2022-07-18
IRS object ID
202211999349200806
Schema version
2021v4.1
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)
Return2022-07-18T06:48:25-07:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN261961327PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1J STACY COOKE CPA PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1147 NORTH MAIN STREETAddressLine1Txt
CityGRANITE FALLSCityNm
State AbbreviationNCStateAbbreviationCd
ZIP28630ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN562047784EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1STATESVILLE MONTESSORI SCHOOL PARENT TEACHER ORGANIZATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSTATBusinessNameControlTxt
Phone7048731092PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11012 HARMONY DRIVEAddressLine1Txt
CitySTATESVILLECityNm
State AbbreviationNCStateAbbreviationCd
ZIP28677ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKATIE LONGPersonNm
Person TitlePRESIDENT/TREASUERPersonTitleTxt
Phone7048731092PhoneNum
Signature2022-07-01SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstKATIEPersonFirstNm
Person LastLONGPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJ Stacy Cooke CPAPreparerPersonNm
PTINP00530373PTIN
Phone8283962315PhoneNum
Preparation2022-07-18PreparationDt
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

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$30,368GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$2,500ContributionsGiftsGrantsEtcAmt
Program Service Revenue$0ProgramServiceRevenueAmt
Membership Dues$0MembershipDuesAmt
Investment Income$0InvestmentIncomeAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Gain Or Loss From Sale Of Assets$0GainOrLossFromSaleOfAssetsAmt
Fundraising Gross Income$27,868FundraisingGrossIncomeAmt
Special Events Direct Expenses$7,926SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$19,942SpecialEventsNetIncomeLossAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Gross Profit Loss Sls Of Invntry$0GrossProfitLossSlsOfInvntryAmt
Total Revenue$22,442TotalRevenueAmt
Fees And Other Pymt To Ind Cntrct$350FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total$6,284OtherExpensesTotalAmt
Total Expenses$6,634TotalExpensesAmt
Excess Or Deficit For Year$15,808ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$17,018NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$32,826NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$17,018BOYAmt
EOY$32,826EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$17,018BOYAmt
EOY$32,826EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$17,018BOYAmt
EOY$32,826EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposeSCHOOL PARENT TEACHER ORGANIZATION THAT GIVES SUPPORT TO TEACHERS IN THE FORM OF SUPPLIES AND EQUIPMENT TO ASSIST WITH SCHOOL PROGRAMSPrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomSUPPORT GIVEN TO TEACHERS FOR SUPPLIES, EQUIPMENT, VARIOUS PROGRAMS BENEFITING THE SCHOOLDescriptionProgramSrvcAccomTxt
Grants And Allocations$0GrantsAndAllocationsAmt
Program Service Expenses$6,284ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$6,284TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (2 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
KATIE LONG
PRESIDENT/TREASURER2.00$0$0$0
BRIAN LONG
ASSISTANT2.00$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
Initiation Fees And Cap Contri$0InitiationFeesAndCapContriAmt
Gross Receipts For Public Use$0GrossReceiptsForPublicUseAmt
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonKATIE LONGPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11012 HARMONY DRIVEAddressLine1Txt
CitySTATESVILLECityNm
State AbbreviationNCStateAbbreviationCd
ZIP28677ZIPCd
FieldValueIRS element (for citing)
Phone7045289934PhoneNum
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
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (true)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind
Other Support Sum$0OtherSupportSumAmt
Public Support CY1700PublicSupportCY170Pct

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$18,048CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$400CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$2,500CurrentTaxYearAmt
Total$20,948TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$35,287CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$40,871CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$27,740CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,776CurrentTaxYearMinus1YearAmt
Current Tax Year$27,868CurrentTaxYearAmt
Total$137,542TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$35,287CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$58,919CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$28,140CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,776CurrentTaxYearMinus1YearAmt
Current Tax Year$30,368CurrentTaxYearAmt
Total$158,490TotalAmt

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$158,490PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Total$158,490TotalAmt
FieldValueIRS element (for citing)
Public Support CY5091.00000PublicSupportCY509Pct
Public Support PY5091.00000PublicSupportPY509Pct
Investment Income CY0.00000InvestmentIncomeCYPct
Investment Income PY0.00000InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1GOLF TOURNAMENTEvent1Nm
Gross Receipts Event1$22,725GrossReceiptsEvent1Amt
Gross Revenue Event1$22,725GrossRevenueEvent1Amt
Rent Facility Costs Event1$4,676RentFacilityCostsEvent1Amt
Other Direct Expenses Event1$3,250OtherDirectExpensesEvent1Amt
Gross Receipts Total$22,725GrossReceiptsTotalAmt
Gross Revenue Total Events$22,725GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$4,676RentFcltyCostsTotalEventsAmt
Oth Direct Expnss Total Events$3,250OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$7,926DirectExpenseSummaryEventsAmt
Net Income Summary$14,799NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990EZ, Part I, Line 16MEETINGS 808.
Form 990EZ, Part I, Line 16PROGRAMS 800.
Form 990EZ, Part I, Line 16SUBSCRIPTIONS AND SERVICES 686.
Form 990EZ, Part I, Line 16SUPPLIES 790.
Form 990EZ, Part I, Line 16TEACHER APPRECIATION 3200.

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