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SOUTH CHARLOTTE MIDDLE SCHOOL PTO: Form 990EZ, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
SOUTH CHARLOTTE MIDDLE SCHOOL PTO (EIN 45-2379655)
Tax period
2020-07-01 to 2021-06-30
Filed
2021-11-14
IRS object ID
202123199349200517
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)
Return2021-11-14T18:11:01-07:00ReturnTs
Tax Period End2021-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN814856122PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Emily Padilla CPA PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17727 Compton CourtAddressLine1Txt
CityCharlotteCityNm
State AbbreviationNCStateAbbreviationCd
ZIP28270ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2020-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN452379655EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SOUTH CHARLOTTE MIDDLE SCHOOL PTOBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSOUTBusinessNameControlTxt
Phone9803433670PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18040 Strawberry LaneAddressLine1Txt
CityCharlotteCityNm
State AbbreviationNCStateAbbreviationCd
ZIP28277ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonZoe Pyle GrabowskiPersonNm
Person TitleTreasurerPersonTitleTxt
Phone9803433670PhoneNum
Signature2021-11-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonEmily PadillaPreparerPersonNm
PTINP00926104PTIN
Phone4047979089PhoneNum
Preparation2021-11-12PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
OOB Security Verification11OOBSecurityVerificationCd
Last Submission Rqr OOB1LastSubmissionRqrOOBCd
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
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization AssocYes (X)TypeOfOrganizationAssocInd
Gross Receipts$36,847GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$24,487ContributionsGiftsGrantsEtcAmt
Program Service Revenue$10,581ProgramServiceRevenueAmt
Membership Dues$1,521MembershipDuesAmt
Investment Income$0InvestmentIncomeAmt
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$258GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Gross Profit Loss Sls Of Invntry$258GrossProfitLossSlsOfInvntryAmt
Other Revenue Total$0OtherRevenueTotalAmt
Total Revenue$36,847TotalRevenueAmt
Grants And Similar Amounts Paid$0GrantsAndSimilarAmountsPaidAmt
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$196PrintingPublicationsPostageAmt
Other Expenses Total$18,992OtherExpensesTotalAmt
Total Expenses$19,188TotalExpensesAmt
Excess Or Deficit For Year$17,659ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$32,799NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$50,458NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$27,761BOYAmt
EOY$45,420EOYAmt

Land And Buildings LandAndBuildingsGrp

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

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$5,038BOYAmt
EOY$5,038EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$32,799BOYAmt
EOY$50,458EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

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

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$32,799BOYAmt
EOY$50,458EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposeChild advocacyPrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomStudent Support, Enrichment and Education for South Charlotte Middle School with a student population of approximately 850DescriptionProgramSrvcAccomTxt
Grants And Allocations$0GrantsAndAllocationsAmt
Program Service Expenses$18,992ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$18,992TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (6 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Kim Zusi
President3$0$0$0
Christy Hair
VP Fundraising2$0$0$0
Theresa Joiner
VP Communications3$0$0$0
ML Stewart
Secretary1$0$0$0
Sandy Ferrara
Treasurer3$0$0$0
Zoe Grabowski
Asst Treasurer3$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

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonZoe GrabowskiPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line18040 Strawberry LaneAddressLine1Txt
CityCharlotteCityNm
State AbbreviationNCStateAbbreviationCd
ZIP28277ZIPCd
FieldValueIRS element (for citing)
Phone9803433670PhoneNum
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$62,126CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$55,760CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$38,057CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$40,594CurrentTaxYearMinus1YearAmt
Current Tax Year$26,008CurrentTaxYearAmt
Total$222,545TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$23,966CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$22,740CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$45,269CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$35,976CurrentTaxYearMinus1YearAmt
Current Tax Year$10,839CurrentTaxYearAmt
Total$138,790TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$86,092CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$78,500CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$83,326CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$76,570CurrentTaxYearMinus1YearAmt
Current Tax Year$36,847CurrentTaxYearAmt
Total$361,335TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$361,335PublicSupportTotal509Amt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$86,092CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$78,500CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$83,326CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$76,570CurrentTaxYearMinus1YearAmt
Current Tax Year$36,847CurrentTaxYearAmt
Total$361,335TotalAmt
FieldValueIRS element (for citing)
Public Support CY5091PublicSupportCY509Pct
Public Support PY5091PublicSupportPY509Pct
Investment Income CY0InvestmentIncomeCYPct
Investment Income PY0InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990-EZ, Part I, Line 16Description;Amount^Grade Level Rewards and Celebrations;6026|Student Technology Supplies;5826|Campus Beautification;270|Annual Fund Costs;250|Community Service and Scholarship;102|Classroom Supplies;2369|Executive Board Discretionary;501|Health Room;39|Hospitality;2673|Principal Discretionary;362|PTO Dues and Insurance;574^Total;18992^
Form 990-EZ, Part II, Line 24School store inventory

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