FRANCES DRAKE SCHOOL PTO INC: Form 990EZ, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- FRANCES DRAKE SCHOOL PTO INC (EIN 26-0893035)
- Tax period
- 2020-09-01 to 2021-08-31
- Filed
- 2021-12-16
- IRS object ID
- 202123509349200102
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-12-16T07:19:05-06:00 | ReturnTs |
| Tax Period End | 2021-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 461609746 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID SONTAG CPA'S PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 87 MERRIAM AVE | AddressLine1Txt |
| City | LEOMINSTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 014533109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2020-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 260893035 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANCES DRAKE SCHOOL PTOINC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRAN | BusinessNameControlTxt |
| Phone | 5086124231 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 95 VISCOLOID AVENUE | AddressLine1Txt |
| City | LEOMINSTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01453 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOCELYN BIGELOW | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9785148914 | PhoneNum |
| Signature | 2021-12-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOCELYN | PersonFirstNm |
| Person Last | BIGELOW | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID SONTAG CPA | PreparerPersonNm |
| PTIN | P01256891 | PTIN |
| Phone | 9785378322 | PhoneNum |
| Preparation | 2021-12-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| 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 | $885 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Fundraising Gross Income | $885 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $75 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $810 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $810 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $550 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $572 | OccupancyRentUtltsAndMaintAmt |
| Other Expenses Total | $3,527 | OtherExpensesTotalAmt |
| Total Expenses | $4,649 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$3,839 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $59,875 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $56,036 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,088 | BOYAmt |
| EOY | $63,340 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,088 | BOYAmt |
| EOY | $63,340 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,213 | BOYAmt |
| EOY | $7,304 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,875 | BOYAmt |
| EOY | $56,036 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | FINANCIAL SUPPORT FOR STUDENT PROGRAMS. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|
| TO PROMOTE THE WELFARE OF THE CHILDREN AT SOUTHEAST ELEMENTARY SCHOOL THROUGH VOLUNTEERISM, FUNDRAISING, AND ANY OTHER EFFORT THAT HAS AS ITS GOAL THE BETTERMENT OF THE CHILDREN OF THE SCHOOL. | $4,045 |
| TO PROVIDE FINANCIAL SUPPORT FOR ENRICHMENT PROGRAMS, EDUCATIONAL AND/OR SOCIAL PROGRAMS FOR THE CHILDREN. | $150 |
| TO ENCOURAGE A CLOSER RELATIONSHIP BETWEEN HOME AND SCHOOL AS WELL AS SUPPORT ADEQUATE LAWS FOR THE CARE AND PROTECTION OF CHILDREN AND YOUTH. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $4,195 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (4 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| JOCELYN BIGELOW | ||
| PRESIDENT | 2.00 | $0 |
| AMANDA DELANEY | ||
| VICE-PRESIDE | 1.00 | $0 |
| CATHERINE MCBRIDE | ||
| TREASURER | 2.00 | $0 |
| AIMEE VERA | ||
| SECRETARY | 1.00 | $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 |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CATHERINE MCBRIDE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 95 VISCOLOID AVENUE | AddressLine1Txt |
| City | LEOMINSTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01453 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5086124231 | 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 Minus3 Years | $139 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $540 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,909 | CurrentTaxYearMinus1YearAmt |
| Total | $2,588 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $47,677 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $36,094 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $35,830 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $39,690 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $885 | CurrentTaxYearAmt |
| Total | $160,176 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $47,677 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $36,233 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $36,370 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $41,599 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $885 | CurrentTaxYearAmt |
| Total | $162,764 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $162,764 | PublicSupportTotal509Amt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $47,677 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $36,233 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $36,370 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $41,599 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $885 | CurrentTaxYearAmt |
| Total | $162,764 | 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 O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 16 | EXPENSES 5TH GRADE CELEBRATION 1,634 PRINCIPAL DIRECTED EXPENS 1,245 TEACHER APPRECIATION 979 STUDENT ENRICHMENT 150 TEACHER EXPENSES 150 MASS FEE/ANN. REPORT 54 CLASSROOM SUPPLIES 37 PTO EXPENSES 18 FIELD TRIP COSTS -740 TOTAL 3,527 |
| FORM 990-EZ, PART II, LINE 24 | 4,930 4,930 LESS ACCUMULATED DEPRECIATION 4,930 4,930 TOTAL 0 0 |
| FORM 990-EZ, PART II, LINE 26 | HOLDING ACCT - FUTURE EVENTS 7,213 7,304 |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (4 entries)
| JOCELYN BIGELOW |
| AMANDA DELANEY |
| CATHERINE MCBRIDE |
| AIMEE VERA |
Comments