WMS PTSO INC: Form 990EZ, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- WMS PTSO INC (EIN 46-2653736)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-05-26
- IRS object ID
- 202101469349200210
- Schema version
- 2019v5.0
- 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 | 2021-05-26T09:53:01-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | 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 | 2019-07-01 | 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 | 7045765501 | 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 | CINDY THOMPSON | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7045765501 | PhoneNum |
| Signature | 2021-05-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY I GOLDSTEIN | PreparerPersonNm |
| PTIN | P00534322 | PTIN |
| Phone | 7046840555 | PhoneNum |
| Preparation | 2021-05-26 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $170,626 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $40,894 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $14,228 | ProgramServiceRevenueAmt |
| Fundraising Gross Income | $19,080 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $7,443 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $11,637 | SpecialEventsNetIncomeLossAmt |
| Gross Sales Of Inventory | $95,244 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $74,815 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | $20,429 | GrossProfitLossSlsOfInvntryAmt |
| Other Revenue Total | $1,180 | OtherRevenueTotalAmt |
| Total Revenue | $88,368 | TotalRevenueAmt |
| Occupancy Rent Utlts And Maint | $347 | OccupancyRentUtltsAndMaintAmt |
| Other Expenses Total | $37,779 | OtherExpensesTotalAmt |
| Total Expenses | $38,126 | TotalExpensesAmt |
| Excess Or Deficit For Year | $50,242 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $36,053 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $86,295 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,053 | BOYAmt |
| EOY | $86,295 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,053 | BOYAmt |
| EOY | $86,295 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,053 | BOYAmt |
| EOY | $86,295 | 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 | $686 |
| STAFF APPRECIATION/GUIDANCE PROGRAMS | $19,086 |
| SOCIAL ARTS/STUDENT PROGRAMS | $4,553 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $24,325 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (4 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| VALERIE PETERS | ||
| PRESIDENT | 3.00 | $0 |
| STEPHANIE BUSENBARK | ||
| VICE PRESIDE | 3.00 | $0 |
| CARRIE CHAPA | ||
| 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 | 7045765501 | 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 | $34,446 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,044 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $31,701 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $28,671 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $40,894 | CurrentTaxYearAmt |
| Total | $168,756 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $58,013 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $81,002 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $124,717 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $196,352 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $129,732 | CurrentTaxYearAmt |
| Total | $589,816 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $92,459 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $114,046 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $156,418 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $225,023 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $170,626 | CurrentTaxYearAmt |
| Total | $758,572 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $758,572 | PublicSupportTotal509Amt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $92,459 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $114,046 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $156,418 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $225,023 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $170,626 | CurrentTaxYearAmt |
| Total | $758,572 | 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 | $19,080 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $19,080 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $7,443 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $19,080 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $19,080 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $7,443 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $7,443 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $11,637 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 8 | SALES TAX REFUND 1,180 TOTAL 1,180 |
| FORM 990-EZ, PART I, LINE 16 | EXPENSES OFFICE 3,374 INFORMATION TECHNOLOGY 686 GUIDANCE PROGRAM 9,535 SOCIAL ARTS EXPENSES 4,553 STAFF APPRECIATION 9,551 WILDCAT DEN 10,460 MEDIA CENTER 205 MISCELLANEOUS -585 TOTAL 37,779 |