HAROLD E WINKLER PTSO: Form 990EZ, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- HAROLD E WINKLER PTSO (EIN 45-3612609)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2020-12-02
- IRS object ID
- 202023379349200502
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-12-02T07:53:10-06:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 561793083 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GORDON KEETER & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 323 CODDLE MARKET DRIVE NW SUITE 11 | AddressLine1Txt |
| City | CONCORD | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 453612609 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAROLD E WINKLER PTSO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HARO | BusinessNameControlTxt |
| Phone | 7047862000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4501 WEDDINGTON ROAD NW | AddressLine1Txt |
| City | CONCORD | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28027 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRUDY MERTZ | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Signature | 2020-12-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HEATHER RICHTER CPA | PreparerPersonNm |
| PTIN | P00205056 | PTIN |
| Phone | 7047860171 | PhoneNum |
| Preparation | 2020-12-01 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 70.63.165.234 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-12-02 | IPDt |
| IP Tm | 07:53:10 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 0F135DF208C080891DD9BB99CE9A0C5748BCD40A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0F135DF208C080891DD9BB99CE9A0C5748BCD40A | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| 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 | $56,225 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $162 | ContributionsGiftsGrantsEtcAmt |
| Fundraising Gross Income | $56,063 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $32,472 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $23,591 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $23,753 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $13,641 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $500 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $4,621 | OtherExpensesTotalAmt |
| Total Expenses | $18,762 | TotalExpensesAmt |
| Excess Or Deficit For Year | $4,991 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $6,824 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $11,815 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,824 | BOYAmt |
| EOY | $11,815 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,824 | BOYAmt |
| EOY | $11,815 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,824 | BOYAmt |
| EOY | $11,815 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | TO SUPPORT THE STUDENTS AND STAFF AT HAROLD E. WINKLER MIDDLE SCHOOL. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | SUPPORTED THE STAFF AT HAROLD E. WINKLER MIDDLE SCHOOL BY PROVIDING SCHOOL SUPPLIES, TEACHING SUPPLIES, PROFESSIONAL DEVELOPMENT, AND HOSPITALITY SERVICES. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $13,641 | GrantsAndAllocationsAmt |
| Program Service Expenses | $17,844 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $17,844 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (7 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| ROSE MERRIWEATHER | ||
| PRESIDENT | 3.00 | $0 |
| LAUREN BREDOLO | ||
| VICE PRESIDE | 2.00 | $0 |
| JULIE BORROUGHS | ||
| TREASURER | 1.50 | $0 |
| CHRISTIE SPAUGH | ||
| SECRETARY | 0.50 | $0 |
| DEZETTE JOHNSON | ||
| DIRECTOR | 1.00 | $0 |
| SHERI SYMANSKI | ||
| DIRECTOR | 0.50 | $0 |
| JENNY BRYANT | ||
| DIRECTOR | 3.00 | $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 |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRUDY MERTZ | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4501 WEDDINGTON ROAD NW | AddressLine1Txt |
| City | CONCORD | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7047862000 | 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 Minus4 Years | $100 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year | $162 | CurrentTaxYearAmt |
| Total | $262 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $46,969 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $49,500 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $62,247 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $56,589 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $56,063 | CurrentTaxYearAmt |
| Total | $271,368 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $47,069 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $49,500 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $62,247 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $56,589 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $56,225 | CurrentTaxYearAmt |
| Total | $271,630 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $271,630 | PublicSupportTotal509Amt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $47,069 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $49,500 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $62,247 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $56,589 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $56,225 | CurrentTaxYearAmt |
| Total | $271,630 | 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 G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SPRING TREATS | Event1Nm |
| Gross Receipts Event1 | $24,794 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $24,794 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $15,312 | OtherDirectExpensesEvent1Amt |
| Event2 | STEP IT UP FUND | Event2Nm |
| Gross Receipts Event2 | $19,315 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $19,315 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $11,992 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $6,669 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $6,669 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $3,391 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $50,778 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $50,778 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $30,695 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $30,695 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $20,083 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 10 | NAME: HAROLD E. WINKLER MIDDLE SCHOOL ADDRESS: 4501 WEDDINGTON ROAD CONCORD, NC 28027 CASH CONTRIBUTION: 13,641 |
| FORM 990-EZ, PART I, LINE 16 | EXPENSES OFFICE 48 INSURANCE 370 HOSPITALITY 4,203 TOTAL 4,621 |
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