STATESVILLE MONTESSORI SCHOOL PTO: Form 990EZ, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
STATESVILLE MONTESSORI SCHOOL PTO (EIN 56-2047784)
Tax period
2019-07-01 to 2020-06-30
Filed
2021-01-30
IRS object ID
202130309349200508
Schema version
2019v5.1
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)
Return2021-01-30T11:53:48-08:00ReturnTs
Tax Period End2020-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1J STACY COOKE CPA PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1147 NORTH MAIN STREETAddressLine1Txt
CityGRANITE FALLSCityNm
State AbbreviationNCStateAbbreviationCd
ZIP28630ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2019-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN562047784EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1STATESVILLE MONTESSORI SCHOOL PARENT TEACHER ORGANIZATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSTATBusinessNameControlTxt
Phone7048731092PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11012 HARMONY DRIVEAddressLine1Txt
CitySTATESVILLECityNm
State AbbreviationNCStateAbbreviationCd
ZIP28677ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBLAKE D JOHNSONPersonNm
Person TitleTREASURERPersonTitleTxt
Phone7048731092PhoneNum
Signature2020-11-05SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJ Stacy Cooke CPAPreparerPersonNm
PTINP00530373PTIN
Phone8283962315PhoneNum
Preparation2021-01-30PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2019TaxYr
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
Website AddressN/AWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$28,140GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$400ContributionsGiftsGrantsEtcAmt
Program Service Revenue$0ProgramServiceRevenueAmt
Membership Dues$0MembershipDuesAmt
Investment Income$0InvestmentIncomeAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Gain Or Loss From Sale Of Assets$0GainOrLossFromSaleOfAssetsAmt
Gaming Gross Income$27,740GamingGrossIncomeAmt
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Special Events Direct Expenses$2,970SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$24,770SpecialEventsNetIncomeLossAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Gross Profit Loss Sls Of Invntry$0GrossProfitLossSlsOfInvntryAmt
Total Revenue$25,170TotalRevenueAmt
Fees And Other Pymt To Ind Cntrct$350FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total$19,162OtherExpensesTotalAmt
Total Expenses$19,512TotalExpensesAmt
Excess Or Deficit For Year$5,658ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$22,389NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$28,047NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$22,389BOYAmt
EOY$28,047EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$22,389BOYAmt
EOY$28,047EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$22,389BOYAmt
EOY$28,047EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposeSCHOOL PARENT TEACHER ORGANIZATION THAT GIVES SUPPORT TO TEACHERS IN THE FORM OF SUPPLIES AND EQUIPMENT TO ASSIST WITH SCHOOL PROGRAMSPrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomSUPPORT GIVEN TO TEACHERS FOR SUPPLIES, EQUIPMENT, VARIOUS PROGRAMS BENEFITING THE SCHOOLDescriptionProgramSrvcAccomTxt
Grants And Allocations$0GrantsAndAllocationsAmt
Program Service Expenses$19,512ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$19,512TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp

FieldValueIRS element (for citing)
PersonBLAKE JOHNSONPersonNm
TitleTREASURERTitleTxt
Average Hrs Per Wk Devoted To Pos2.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptfalseChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Initiation Fees And Cap Contri$0InitiationFeesAndCapContriAmt
Gross Receipts For Public Use$0GrossReceiptsForPublicUseAmt
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonBLAKE D JOHNSONPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11012 HARMONY DRIVEAddressLine1Txt
CitySTATESVILLECityNm
State AbbreviationNCStateAbbreviationCd
ZIP28677ZIPCd
FieldValueIRS element (for citing)
Phone7045289934PhoneNum
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccountInd
Foreign OfficefalseForeignOfficeInd
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
School OperatingfalseSchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (true)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind
Other Support Sum$0OtherSupportSumAmt
Public Support CY1700PublicSupportCY170Pct

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,008CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$680CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$18,048CurrentTaxYearMinus1YearAmt
Current Tax Year$400CurrentTaxYearAmt
Total$20,136TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$32,290CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$26,874CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$35,287CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$40,871CurrentTaxYearMinus1YearAmt
Current Tax Year$27,740CurrentTaxYearAmt
Total$163,062TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$33,298CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$27,554CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$35,287CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$58,919CurrentTaxYearMinus1YearAmt
Current Tax Year$28,140CurrentTaxYearAmt
Total$183,198TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$183,198PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

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$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

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$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Total$183,198TotalAmt
FieldValueIRS element (for citing)
Public Support CY5091.00000PublicSupportCY509Pct
Public Support PY5091.00000PublicSupportPY509Pct
Investment Income CY0.00000InvestmentIncomeCYPct
Investment Income PY0.00000InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule G IRS990ScheduleG

Gaming Information GamingInformationGrp

FieldValueIRS element (for citing)
Gross Revenue Other Gaming$25,868GrossRevenueOtherGamingAmt
Cash Prizes Other Gaming$0CashPrizesOtherGamingAmt
Oth Direct Expnss Other Gaming$2,970OthDirectExpnssOtherGamingAmt
Gross Revenue Total Gaming$25,868GrossRevenueTotalGamingAmt
Cash Prizes Total Gaming$0CashPrizesTotalGamingAmt
Oth Direct Expnss Total Gaming$2,970OthDirectExpnssTotalGamingAmt
Direct Expense Summary Gaming$2,970DirectExpenseSummaryGamingAmt
Net Gaming Income Summary$22,898NetGamingIncomeSummaryAmt
FieldValueIRS element (for citing)
States Where Gaming ConductedNCStatesWhereGamingConductedCd
LicensedYes (true)LicensedInd
Gaming With NonmembersYes (true)GamingWithNonmembersInd
Member Of Other EntityfalseMemberOfOtherEntityInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990EZ, Part I, Line 16GRADUATION 122.
Form 990EZ, Part I, Line 16MEETINGS 196.
Form 990EZ, Part I, Line 16PROGRAMS 112.
Form 990EZ, Part I, Line 16REPAIRS AND MAINTENANCE 614.
Form 990EZ, Part I, Line 16SUBSCRIPTIONS AND SERVICES 2300.
Form 990EZ, Part I, Line 16SUPPLIES 2195.
Form 990EZ, Part I, Line 16TEACHER APPRECIATION 3700.
Form 990EZ, Part I, Line 16TEACHER CLASSROOM SUPPLIES
Form 990EZ, Part I, Line 16COMPUTER EQUIPMENT 1696.
Form 990EZ, Part I, Line 16ALARM/SECURITY EQUIPMENT 8227.

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