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GILBERT PRIMARY SCHOOL PTO: Form 990EZ, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
GILBERT PRIMARY SCHOOL PTO (EIN 46-3939673)
Tax period
2020-07-01 to 2021-06-30
Filed
2021-11-15
IRS object ID
202133199349206328
Schema version
2020v4.1
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)
Return2021-11-15T13:32:25-06:00ReturnTs
Tax Period End2021-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN570940019PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BAUKNIGHT PIETRAS & STORMER PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11501 MAIN ST SUITE 600AddressLine1Txt
CityCOLUMBIACityNm
State AbbreviationSCStateAbbreviationCd
ZIP29201ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2020-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN463939673EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GILBERT ELEMENTARY PTOBusinessNameLine1Txt
Business Name Line2FKA GILBERT PRIMARY SCHOOL PTOBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlGILBBusinessNameControlTxt
Phone8038211400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1520 MAIN STREETAddressLine1Txt
CityGILBERTCityNm
State AbbreviationSCStateAbbreviationCd
ZIP29054ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANNA MCLEODPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8038211400PhoneNum
Signature2021-11-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstANNAPersonFirstNm
Person LastMCLEODPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSHELLIE S JOHNSONPreparerPersonNm
PTINP00294226PTIN
Phone8037718943PhoneNum
Preparation2021-11-12PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Name ChangeYes (X)NameChangeInd
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$17,702GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$2,500ContributionsGiftsGrantsEtcAmt
Program Service Revenue$13,776ProgramServiceRevenueAmt
Fundraising Gross Income$144FundraisingGrossIncomeAmt
Special Events Net Income Loss$144SpecialEventsNetIncomeLossAmt
Gross Sales Of Inventory$1,282GrossSalesOfInventoryAmt
Cost Of Goods Sold$7,286CostOfGoodsSoldAmt
Gross Profit Loss Sls Of Invntry-$6,004GrossProfitLossSlsOfInvntryAmt
Total Revenue$10,416TotalRevenueAmt
Printing Publications Postage$6PrintingPublicationsPostageAmt
Other Expenses Total$12,596OtherExpensesTotalAmt
Total Expenses$12,602TotalExpensesAmt
Excess Or Deficit For Year-$2,186ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$27,451NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$5,698OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$30,963NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$27,451BOYAmt
EOY$30,963EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$27,451BOYAmt
EOY$30,963EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

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

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$27,451BOYAmt
EOY$30,963EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeTO SUPPORT AND ENHANCE THE EDUCATION OF STUDENTS AT GILBERT PRIMARY SCHOOLPrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (4 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtProgram Service ExpensesProgramServiceExpensesAmt
FIELD TRIPS - BENEFITS THE ENTIRE SCHOOL POPULATION. PROVIDES PARTIAL FUNDING FOR FIELD TRIPS FOR ALL GRADE LEVELS.$0$480
CLASSROOM SUPPLIES - BENEFITS THE ENTIRE SCHOOL POPULATION. TEACHERS CREATE A WISH LIST OF ITEMS THAT ARE NOT PROVIDED BY THE SCHOOL THAT THEY WOULD LIKE FOR STUDENTS TO HAVE ACCESS TO. THE PTO WILL PURCHASE THESE ITEMS FOR THE TEACHERS AND STUDENTS.$0$4,032
COURTYARD - BENEFITS THE ENTIRE SCHOOL POPULATION. THERE IS A COMMON AREA OF THE SCHOOL THAT IS BEING UNDERUTILIZED, THE COURTYARD. THIS AREA IS BEING REVAMPED TO INCLUDE TABLES, CHAIRS, UMBRELLAS, AND LEARNING GAME BOARDS TO MAKE IT MORE USER FRIENDLY.$0$882
OTHER PROGRAM EXPENSES$0$5,170
FieldValueIRS element (for citing)
Total Program Service Expenses$10,564TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (5 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ANNA MCLEOD
PRESIDENT10.00$0$0$0
BRANDI KEEFER
VICE PRESIDENT5.00$0$0$0
JACKIE CHESTER
TREASURER5.00$0$0$0
MIRANDA ALLEN
SECRETARY5.00$0$0$0
KATHERINE SHEPPARD
TREASURER-ELECT5.00$0$0$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
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
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 FldSCStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KATHERINE SHEPPARDBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1520 MAIN STREETAddressLine1Txt
CityGILBERTCityNm
State AbbreviationSCStateAbbreviationCd
ZIP29054ZIPCd
FieldValueIRS element (for citing)
Phone8032318807PhoneNum
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
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$3,704CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,342CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,546CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$860CurrentTaxYearMinus1YearAmt
Current Tax Year$2,500CurrentTaxYearAmt
Total$10,952TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$40,621CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$30,986CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$29,965CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$28,603CurrentTaxYearMinus1YearAmt
Current Tax Year$15,202CurrentTaxYearAmt
Total$145,377TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$44,325CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$32,328CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$32,511CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$29,463CurrentTaxYearMinus1YearAmt
Current Tax Year$17,702CurrentTaxYearAmt
Total$156,329TotalAmt

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$156,329PublicSupportTotal509Amt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$44,325CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$32,328CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$32,511CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$29,463CurrentTaxYearMinus1YearAmt
Current Tax Year$17,702CurrentTaxYearAmt
Total$156,329TotalAmt
FieldValueIRS element (for citing)
Public Support CY5091.00000PublicSupportCY509Pct
Public Support PY5091.00000PublicSupportPY509Pct
Investment Income CY0.00000InvestmentIncomeCYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1BOX TOPSEvent1Nm
Gross Receipts Event1$144GrossReceiptsEvent1Amt
Gross Revenue Event1$144GrossRevenueEvent1Amt
Other Direct Expenses Event1$59OtherDirectExpensesEvent1Amt
Gross Receipts Total$144GrossReceiptsTotalAmt
Gross Revenue Total Events$144GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$59OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$59DirectExpenseSummaryEventsAmt
Net Income Summary$85NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 7 - SALES OF INVENTORYINCOME: GROSS RECEIPTS: 1,282. RETURNS AND ALLOWANCES: 0. LESS COST OF GOODS SOLD: 7,286. GROSS PROFIT: -6,004. COST OF GOODS SOLD: INVENTORY AT BEGINNING OF YEAR: 0. MERCHANDISE PURCHASED: 7,286. COST OF LABOR: 0. MATERIALS AND SUPPLIES: 0. OTHER COSTS: 0. INVENTORY AT END OF YEAR: 0. COST OF GOODS SOLD: 7,286.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: INSURANCE. AMOUNT: 444. DESCRIPTION: BALLDROP EXPENSES. AMOUNT: 990. DESCRIPTION: END OF YEAR FESTIVITIES. AMOUNT: 1,681. DESCRIPTION: FIELD TRIPS. AMOUNT: 480. DESCRIPTION: STAFF/TEACHER APPRECIATION. AMOUNT: 1,941. DESCRIPTION: ACCOUNTING & LEGAL FEES. AMOUNT: 1,175. DESCRIPTION: SCHOLARSHIP. AMOUNT: 500. DESCRIPTION: COURTYARD EXPENSE. AMOUNT: 882. DESCRIPTION: LICENSE & FEES. AMOUNT: 30. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 382. DESCRIPTION: CLASSROOM SUPPLIES. AMOUNT: 4,032. DESCRIPTION: FUNDRAISING EXPENSE. AMOUNT: 59. TOTAL TO FORM 990-EZ, LINE 16: 12,596.
FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETSDESCRIPTION: TRANSFER OF FUNDS. AMOUNT: 5,698.

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

FieldValueIRS element (for citing)
DeclarationTHE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.DeclarationDesc

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