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THOREAU ELEMENTARY PTO INC: Form 990EZ, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
THOREAU ELEMENTARY PTO INC (EIN 27-1393899)
Tax period
2020-08-01 to 2021-07-31
Filed
2021-12-13
IRS object ID
202103489349201000
Schema version
2020v4.0
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)
Return2021-12-13T20:45:25-07:00ReturnTs
Tax Period End2021-07-31TaxPeriodEndDt
Return Type990EZReturnTypeCd
Tax Period Begin2020-08-01TaxPeriodBeginDt

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
Phone6082874520PhoneNum

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMichael GregorPersonNm
Person TitleTreasurerPersonTitleTxt
Phone6082874520PhoneNum
Signature2021-12-13SignatureDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer1TrustedCustomerCd
OOB Security Verification11OOBSecurityVerificationCd
Last Submission Rqr OOB0LastSubmissionRqrOOBCd
Authentication Assurance LevelAAL2AuthenticationAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Website Addressthoreauschool.orgWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$191,465GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$186,037ContributionsGiftsGrantsEtcAmt
Program Service Revenue$0ProgramServiceRevenueAmt
Membership Dues$0MembershipDuesAmt
Investment Income$35InvestmentIncomeAmt
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$5,393GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Gross Profit Loss Sls Of Invntry$5,393GrossProfitLossSlsOfInvntryAmt
Other Revenue Total$0OtherRevenueTotalAmt
Total Revenue$191,465TotalRevenueAmt
Grants And Similar Amounts Paid$137,478GrantsAndSimilarAmountsPaidAmt
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$149PrintingPublicationsPostageAmt
Other Expenses Total$645OtherExpensesTotalAmt
Total Expenses$138,272TotalExpensesAmt
Excess Or Deficit For Year$53,193ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$45,146NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets-$1OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$98,338NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$45,146BOYAmt
EOY$98,338EOYAmt

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$45,146BOYAmt
EOY$98,338EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

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

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$45,146BOYAmt
EOY$98,338EOYAmt
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 vast majority of our annual service accomplishments again focused on our students' basic safety, emotional and physical health as such directly affected their ability to learn. The Thoreau PTO board again directed extraordinary funds donated to the PTO to a Relief to Educational Barriers Fund that was setup during the initial months of the COVID 19 emergency. These funds were used to assist students and their families with financial needs such as food, homelessness and eviction prevention, before/after-school childcare, funding to keep phone and internet services, purchasing enrichment activities, household/personal hygiene supplies, 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.$126,185$0
Many of our in-person activities were canceled this fiscal year but we continued to maintain volunteer and financial support of annual or biannual school community building activities such as Yearbook, Staff Appreciation Luncheons; Healthy Snacks, Cultural & Affinity Group Outreach, Health Office Support, and more...$8,793$0
FieldValueIRS element (for citing)
Total Program Service Expenses$0TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (6 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ALEXA WAUTIER
CO-PRESIDENT20$0$0$0
STACY MELLENTHIN
CO-PRESIDENT1$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
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)
PersonMICHAEL GREGORPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line14130 IROQUOIS DRAddressLine1Txt
CityMADISONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53711ZIPCd
FieldValueIRS element (for citing)
Phone6082874520PhoneNum
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$49,989CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$49,989CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$78,977CurrentTaxYearMinus1YearAmt
Current Tax Year$186,037CurrentTaxYearAmt
Total$414,981TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$8,492CurrentTaxYearMinus1YearAmt
Current Tax Year$5,393CurrentTaxYearAmt
Total$13,885TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$49,989CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$49,989CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$49,989CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$87,469CurrentTaxYearMinus1YearAmt
Current Tax Year$191,430CurrentTaxYearAmt
Total$428,866TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

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$20,000CurrentTaxYearMinus1YearAmt
Current Tax Year$120,000CurrentTaxYearAmt
Total$140,000TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

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$20,000CurrentTaxYearMinus1YearAmt
Current Tax Year$120,000CurrentTaxYearAmt
Total$140,000TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$288,866PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$10CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$10CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$10CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$19CurrentTaxYearMinus1YearAmt
Current Tax Year$35CurrentTaxYearAmt
Total$84TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$10CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$10CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$10CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$19CurrentTaxYearMinus1YearAmt
Current Tax Year$35CurrentTaxYearAmt
Total$84TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$49,999CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$49,999CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$49,999CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$87,488CurrentTaxYearMinus1YearAmt
Current Tax Year$191,465CurrentTaxYearAmt
Total$428,950TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.67343PublicSupportCY509Pct
Public Support PY5090.93023PublicSupportPY509Pct
Investment Income CY0.00020InvestmentIncomeCYPct
Investment Income PY0.00021InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule A, Part III, Line 13(f)FormAndLineReferenceDesc
ExplanationLike the previous fiscal year, aside from these most recent two fiscal years 2019-2020 and 2020-2021, THOREAU ELEMENTARY PTO INC hasn't had gross receipts in the vicinity of $50,000. According to the records that I have been able to review, our organization had no previous donations from any one donor that crossed the $5000 threshold. Therefore, I have entered generic estimates for years 2016 to 2018 that represent the affidavits filed via 990-N for the same.ExplanationTxt

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 10Like in FY2019, our primary ~480 "blind" (identified by Social Workers and not disclosed to our organization) Grantees were families in/around our school community and received $50,000 for Housing Assistance (via our Grant to Midvale Lincoln Parent Teacher Organization Inc 26-4052664), $46,335.75 for Childcare Assistance (via our Grants to school-district-chosen Wisconsin Youth Company 23-7401836), $18,956.57 for Food Assistance (via our Grants to Foodchain.biz, Wholesale In Motion, and Second Harvest), and $9,921.91 for Toilet Paper Assistance (via our Grants to Nassco). Secondarily, we provided our annual $2,500 Grant to the Foundation for Madison's Public Schools and many <$75 Grants to support Classroom Supplies for the transition back to in-person instruction.
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 20Rounding Deviation

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