JOHN ELIOT SCHOOL PARENT TEACHER COUNCIL: Form 990EZ, tax year 2021
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- Organization
- JOHN ELIOT SCHOOL PARENT TEACHER COUNCIL (EIN 04-3420865)
- Tax period
- 2021-09-01 to 2022-08-31
- Filed
- 2022-10-28
- IRS object ID
- 202213019349200106
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-10-28T07:09:49-05:00 | ReturnTs |
| Tax Period End | 2022-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042979611 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NARDELLA & TAYLOR LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24 HARTWELL AVENUE | AddressLine1Txt |
| City | LEXINGTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02421 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2021-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043420865 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN ELIOT SCHOOL PARENT TEACHER COUNCIL | BusinessNameLine1Txt |
| Business Name Line2 | C/O JASON WILLIAMS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 6172814333 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 WELLESLEY AVE | AddressLine1Txt |
| City | NEEDHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02494 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARISSA TRAEGER | PersonNm |
| Person Title | CURRENT CO-PRESIDENT | PersonTitleTxt |
| Phone | 6172814333 | PhoneNum |
| Signature | 2022-10-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARISSA | PersonFirstNm |
| Person Last | TRAEGER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EDWARD TAYLOR | PreparerPersonNm |
| PTIN | P00299025 | PTIN |
| Phone | 7818626833 | PhoneNum |
| Preparation | 2022-10-17 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | 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 | WWW.JOHNELIOTPTC.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Assoc | Yes (X) | TypeOfOrganizationAssocInd |
| Gross Receipts | $61,919 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $55,069 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $2,608 | ProgramServiceRevenueAmt |
| Investment Income | $28 | InvestmentIncomeAmt |
| Fundraising Gross Income | $1,453 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $26,401 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | -$24,948 | SpecialEventsNetIncomeLossAmt |
| Other Revenue Total | $2,761 | OtherRevenueTotalAmt |
| Total Revenue | $35,518 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $500 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $23,709 | OtherExpensesTotalAmt |
| Total Expenses | $24,209 | TotalExpensesAmt |
| Excess Or Deficit For Year | $11,309 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $67,642 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $78,951 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,642 | BOYAmt |
| EOY | $78,951 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,642 | BOYAmt |
| EOY | $78,951 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,642 | BOYAmt |
| EOY | $78,951 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | TO ENHANCE THE EXPERIENCE OF EVERY CHILD AND FAMILY AT THE NEEDHAM ELIOT SCHOOL. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | PROGRAMS AND EVENTS PROVIDED THROUGHOUT THE YEAR TO JOHN ELIOT SCHOOL STUDENTS OF ALL GRADES TO FOSTER AND MAINTAIN COOPERATION AND UNDERSTANDING BETWEEN PARENTS, STUDENTS, ADMINISTRATION, AND TEACHERS. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $0 | GrantsAndAllocationsAmt |
| Program Service Expenses | $23,295 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $23,295 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (3 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| MARISSA TRAEGER | ||||
| CO-PRESIDENT | 4.00 | $0 | $0 | $0 |
| JAMIE MENN | ||||
| CO-PRESIDENT | 4.00 | $0 | $0 | $0 |
| NICOLE POLACK | ||||
| TREASURER | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NARDELLA & TAYLOR LLP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24 HARTWELL AVENUE | AddressLine1Txt |
| City | LEXINGTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02420 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7818626833 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| School Operating | 0 | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (1) | 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 Minus4 Years | $11,591 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,689 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,746 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,709 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $55,069 | CurrentTaxYearAmt |
| Total | $95,804 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,266 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,829 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,882 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,755 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,608 | CurrentTaxYearAmt |
| Total | $15,340 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,857 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,518 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,628 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,464 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $57,677 | CurrentTaxYearAmt |
| Total | $111,144 | 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 |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $111,144 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $555 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $566 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $82 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $28 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28 | CurrentTaxYearAmt |
| Total | $1,259 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $555 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $566 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $82 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $28 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28 | CurrentTaxYearAmt |
| Total | $1,259 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,524 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,418 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,986 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,580 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $851 | CurrentTaxYearAmt |
| Total | $30,359 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $26,936 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,502 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,696 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,072 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $58,556 | CurrentTaxYearAmt |
| Total | $142,762 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.77850 | PublicSupportCY509Pct |
| Public Support PY509 | 0.61890 | PublicSupportPY509Pct |
| Investment Income CY | 0.00880 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01590 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | STEP IT UP | Event1Nm |
| Gross Receipts Event1 | $52,125 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $52,125 | CharitableContriEvent1Amt |
| Other Direct Expenses Event1 | $26,349 | OtherDirectExpensesEvent1Amt |
| Other Events Total | 4 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $1,453 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $1,453 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $52 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $53,578 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $52,125 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $1,453 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $26,401 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $26,401 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$24,948 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME | DESCRIPTION: INTEREST INCOME. AMOUNT: 28. |
| FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE | DESCRIPTION: YEARBOOK SALES. AMOUNT: 325. DESCRIPTION: LIBRARY ACCOUNT. AMOUNT: 1,910. DESCRIPTION: MISCELLANEOUS. AMOUNT: 526. TOTAL TO FORM 990-EZ, LINE 8: 2,761. |
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: COMMUNITY SERVICE. AMOUNT: 100. DESCRIPTION: CAPP. AMOUNT: 450. DESCRIPTION: MEMBERSHIP TOOLKIT. AMOUNT: 900. DESCRIPTION: SUPPLIES (IMPROVEMENTS AT SCHOOL). AMOUNT: 9,968. DESCRIPTION: CULTURAL ENRICHMENT. AMOUNT: 6,468. DESCRIPTION: FIELD TRIPS. AMOUNT: 648. DESCRIPTION: SPELLING BEE. AMOUNT: 402. DESCRIPTION: INSURANCE. AMOUNT: 180. DESCRIPTION: PTC GRANTS. AMOUNT: 320. DESCRIPTION: BACK TO SCHOOL TEACHER CARDS AND LUNCHEONS. AMOUNT: 1,467. DESCRIPTION: PRINCIPAL'S BUDGET. AMOUNT: 205. DESCRIPTION: FILING FEES. AMOUNT: 235. DESCRIPTION: 5TH GRADE PARTIES AND GIFTS. AMOUNT: 1,012. DESCRIPTION: YEAR-END PICNIC. AMOUNT: 550. DESCRIPTION: OTHER PTC GIFTS. AMOUNT: 60. DESCRIPTION: SCHOLASTIC. AMOUNT: 617. DESCRIPTION: CLASS PARTY. AMOUNT: 52. DESCRIPTION: PUMPKIN RUN. AMOUNT: 75. TOTAL TO FORM 990-EZ, LINE 16: 23,709. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | THE 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 |
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