BETA

THOREAU ELEMENTARY PTO INC: Form 990EZ, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
THOREAU ELEMENTARY PTO INC (EIN 27-1393899)
Tax period
2019-08-01 to 2020-07-31
Filed
2021-02-10
IRS object ID
202130429349200623
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

FieldValueIRS element (for citing)
Return2021-02-10T22:43:00-07:00ReturnTs
Tax Period End2020-07-31TaxPeriodEndDt
Return Type990EZReturnTypeCd
Tax Period Begin2019-08-01TaxPeriodBeginDt

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
Signature2021-02-10SignatureDt
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
Website Addressthoreauschool.orgWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$88,484GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$78,997ContributionsGiftsGrantsEtcAmt
Program Service Revenue$976ProgramServiceRevenueAmt
Membership Dues$0MembershipDuesAmt
Investment Income$19InvestmentIncomeAmt
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$139SpecialEventsDirectExpensesAmt
Special Events Net Income Loss-$139SpecialEventsNetIncomeLossAmt
Gross Sales Of Inventory$8,492GrossSalesOfInventoryAmt
Cost Of Goods Sold$3,271CostOfGoodsSoldAmt
Gross Profit Loss Sls Of Invntry$5,221GrossProfitLossSlsOfInvntryAmt
Other Revenue Total$0OtherRevenueTotalAmt
Total Revenue$85,074TotalRevenueAmt
Grants And Similar Amounts Paid$67,392GrantsAndSimilarAmountsPaidAmt
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$311PrintingPublicationsPostageAmt
Other Expenses Total$1,853OtherExpensesTotalAmt
Total Expenses$69,556TotalExpensesAmt
Excess Or Deficit For Year$15,518ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$29,628NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$45,146NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$29,628BOYAmt
EOY$45,146EOYAmt

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$29,628BOYAmt
EOY$45,146EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

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

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$29,628BOYAmt
EOY$45,146EOYAmt
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 focused on our students' basic safety, emotional and physical health as such directly affected their ability to learn. The Thoreau PTO board directed the extraordinary funds donated to the PTO after March 12, 2020 to a Relief to Educational Barriers Fund 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, funding to keep phone and internet services, purchasing enrichment activities, household/personal hygiene supplies, transportation, child care 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.$40,642$0
Volunteer and financial support of annual or biannual school community building activities such as Back-to-School Night, Thoreau Together Night, Yearbook, Staff Appreciation Luncheons; Whoopensocker education residency focused on creativity, expression, writing, and collaboration; Summer Reading Program, Technology Repair Services, Playground Improvements, Safety Patrol, Health Snacks, Cultural & Affinity Group Outreach, Opera for the Young artist residency, Health Office Support, and more...$26,750$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-PRESIDENT20.00$0$0$0
KELLY MCCANN
CO-PRESIDENT1$0$0$0
CONNIE BUFFORD
CO-VICE PRESIDENT1$0$0$0
STACY MELLENTHIN
CO-VICE PRESIDENT1$0$0$0
LINDSAY RIESCH
SECRETARY2$0$0$0
MICHAEL GREGOR
TREASURER2$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$49,989CurrentTaxYearMinus1YearAmt
Current Tax Year$78,977CurrentTaxYearAmt
Total$278,933TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year$8,492CurrentTaxYearAmt
Total$8,492TotalAmt

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$49,989CurrentTaxYearMinus1YearAmt
Current Tax Year$87,469CurrentTaxYearAmt
Total$287,425TotalAmt

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$0CurrentTaxYearMinus1YearAmt
Current Tax Year$20,000CurrentTaxYearAmt
Total$20,000TotalAmt

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$0CurrentTaxYearMinus1YearAmt
Current Tax Year$20,000CurrentTaxYearAmt
Total$20,000TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$267,425PublicSupportTotal509Amt

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$10CurrentTaxYearMinus1YearAmt
Current Tax Year$19CurrentTaxYearAmt
Total$59TotalAmt

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$10CurrentTaxYearMinus1YearAmt
Current Tax Year$19CurrentTaxYearAmt
Total$59TotalAmt

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$49,999CurrentTaxYearMinus1YearAmt
Current Tax Year$87,488CurrentTaxYearAmt
Total$287,484TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.93023PublicSupportCY509Pct
Public Support PY5090PublicSupportPY509Pct
Investment Income CY0.00021InvestmentIncomeCYPct
Investment Income PY0InvestmentIncomePYPct
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
ExplanationAside from this most recent fiscal year 2019-2020, 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 2015 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 (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990-EZ, Part I, Line 10ON BEHALF OF ~480 "BLIND" (IDENTIFIED BY SOCIAL WORKERS AND NOT DISCLOSED TO OUR ORGANIZATION) GRANTEE FAMILIES IN/AROUND OUR SCHOOL COMMUNITY, EXPENSE PAYMENTS FOR ~95% FOOD AND ~5% PERSONAL HYGIENE PRODUCTS IN EXCESS OF $5000 WERE PAID TO THE FOLLOWING THREE ENTITIES... 1) FOOD-CHAIN.BIZ ($19,332) 215 N WATER ST, MILWAUKEE, WI 53202 2) WOODMAN'S MARKET ($5500) 725 S GAMMON RD, MADISON, WI 53719 3) PICK 'N SAVE ($5068) 3650 UNIVERSITY AVE, MADISON, WI 53705 ADDITIONALLY, EXPENSE REIMBURSEMENT IN THE AMOUNT OF $7020 WAS PAID TO THE MADISON METROPOLITAN SCHOOL DISTRICT (545 W DAYTON ST, MADISON, WI 53703) TO FULFILL VARIOUS CLASSROOM AND PROGRAMMING GRANTS ASSOCIATED WITH SERVICES/PRODUCTS PROCURED THROUGH THE DISCTRICT'S APPROVED PROCESS.
Form 990-EZ, Part I, Line 16The Other Expenses includes administrative fees such as a newspaper subscription, finance software subscription, equipment rental, domain name, state filing and bank fees along with some general meeting expenses.

Reasonable Cause Explanation ReasonableCauseExplanation

FieldValueIRS element (for citing)
ExplanationThree factors have contributed to what I hope is reasonable cause for late filing. First, the extraordinary circumstances presented by COVID-19 since March 2020 have been a burden like no other in my lifetime. Second, THOREAU ELEMENTARY PTO INC is a 100% volunteer-run organization; my day job as a Mechanical Engineer for GE Healthcare's Datex-Ohmeda Anesthesia and Respiratory Care business was extraordinarily burdensome considering the global demand of our Respiratory Ventilator products. Third, and finally, my ignorance regarding the requirements for filing a form other than the 990-N because our organization hasn't previously been above the $50,000 gross receipts threshold. While the outpouring of support from our community was a blessing, it obviously added additional work during a year like no other. I would very humbly appreciate your understanding. Thank you!ExplanationTxt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.