WMS PTSO INC: Form 990EZ, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- WMS PTSO INC (EIN 46-2653736)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2022-11-08
- IRS object ID
- 202243129349201859
- Schema version
- 2021v4.0
- 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 | 2022-11-08T11:19:38-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 262669494 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVIES GOLDSTEIN & ASSOCIATES CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 156 | AddressLine1Txt |
| City | MATTHEWS | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 462653736 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WMS PTSO INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WMSP | BusinessNameControlTxt |
| Phone | 9015176420 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5903 DEAL ROAD | AddressLine1Txt |
| City | MATTHEWS | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 281047973 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TAMIKA JOHNSON | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9015176420 | PhoneNum |
| Signature | 2022-09-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TAMIKA | PersonFirstNm |
| Person Last | JOHNSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY I GOLDSTEIN | PreparerPersonNm |
| PTIN | P00534322 | PTIN |
| Phone | 7046840555 | PhoneNum |
| Preparation | 2022-09-28 | PreparationDt |
| 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 | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $194,157 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $15,346 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $2,236 | ProgramServiceRevenueAmt |
| Fundraising Gross Income | $52,486 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $13,387 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $39,099 | SpecialEventsNetIncomeLossAmt |
| Gross Sales Of Inventory | $123,881 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $69,063 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | $54,818 | GrossProfitLossSlsOfInvntryAmt |
| Other Revenue Total | $208 | OtherRevenueTotalAmt |
| Total Revenue | $111,707 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $610 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $228 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $887 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $42,590 | OtherExpensesTotalAmt |
| Total Expenses | $44,315 | TotalExpensesAmt |
| Excess Or Deficit For Year | $67,392 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $54,435 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $1,134 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $122,961 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,435 | BOYAmt |
| EOY | $122,961 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,435 | BOYAmt |
| EOY | $122,961 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,435 | BOYAmt |
| EOY | $122,961 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | SUPPLEMENT STUDENT/TEACHER TECHNOLOGY NEEDS/STAFF DEVELOPMENT | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|
| TECHNOLOGY AND OTHER | $29,719 |
| STAFF APPRECIATION/GUIDANCE PROGRAMS | $11,407 |
| SOCIAL ARTS/STUDENT PROGRAMS | $2,579 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $43,705 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (4 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| KRISTIN REYNOLDS | ||
| PRESIDENT | 3.00 | $0 |
| GOLDEE PAYTON | ||
| VICE PRESIDE | 3.00 | $0 |
| KRISTY STEVENS | ||
| SECRETARY | 3.00 | $0 |
| CINDY THOMPSON | ||
| TREASURER | 3.00 | $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 |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CINDY THOMPSON | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5903 DEAL RD | AddressLine1Txt |
| City | MATTHEWS | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9015176420 | 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 Minus4 Years | $31,701 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $28,671 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $40,894 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,076 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,346 | CurrentTaxYearAmt |
| Total | $131,688 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $124,717 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $196,352 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $129,732 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,501 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $178,811 | CurrentTaxYearAmt |
| Total | $659,113 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $156,418 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $225,023 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $170,626 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $44,577 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $194,157 | CurrentTaxYearAmt |
| Total | $790,801 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $790,801 | PublicSupportTotal509Amt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $156,418 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $225,023 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $170,626 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $44,577 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $194,157 | CurrentTaxYearAmt |
| Total | $790,801 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 1.00000 | PublicSupportCY509Pct |
| Public Support PY509 | 1.00000 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | BFF/CONCESSIONS | Event1Nm |
| Gross Receipts Event1 | $52,486 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $52,486 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $13,387 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $52,486 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $52,486 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $13,387 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $13,387 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $39,099 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 8 | MISCELLANOUS INCOME 208 TOTAL 208 |
| FORM 990-EZ, PART I, LINE 16 | EXPENSES OFFICE 298 INFORMATION TECHNOLOGY 595 SOCIAL ARTS EXPENSES 1,133 STAFF APPRECIATION 10,315 WILDCAT DEN 25,805 MEMBERSHIP DUES 644 STUDENT SERVICE PROJECTS 512 STAFF DEVELOPMENT 1,092 YARD SALE EXPENSES 750 MEDIA CENTER 1,446 TOTAL 42,590 |
| FORM 990-EZ, PART I, LINE 20 | OTHER INCREASES 1,134 |