FRANCES DRAKE SCHOOL PTO INC: Form 990EZ, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- FRANCES DRAKE SCHOOL PTO INC (EIN 26-0893035)
- Tax period
- 2018-09-01 to 2019-08-31
- Filed
- 2019-11-26
- IRS object ID
- 201943309349200104
- Schema version
- 2018v3.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-26T07:43:20-06:00 | ReturnTs |
| Tax Period End | 2019-08-31 | 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 | 2018-09-01 | 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 | 2019-10-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID SONTAG CPA | PreparerPersonNm |
| PTIN | P01256891 | PTIN |
| Phone | 9785378322 | PhoneNum |
| Preparation | 2019-11-26 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 72.74.142.54 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-26 | IPDt |
| IP Tm | 07:43:20 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7F1186D80C4421740E66D61DFE9986EE4F80A35A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | CEE714F29483913F04BFC3D839D3578EED17F8BC | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | 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 | $36,370 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $540 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $2,553 | ProgramServiceRevenueAmt |
| Fundraising Gross Income | $33,277 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $14,992 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $18,285 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $21,378 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $550 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $14,139 | OtherExpensesTotalAmt |
| Total Expenses | $14,689 | TotalExpensesAmt |
| Excess Or Deficit For Year | $6,689 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $32,407 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $39,096 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,754 | BOYAmt |
| EOY | $48,441 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,754 | BOYAmt |
| EOY | $48,441 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,347 | BOYAmt |
| EOY | $9,345 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,407 | BOYAmt |
| EOY | $39,096 | 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. | $12,771 |
| TO PROVIDE FINANCIAL SUPPORT FOR ENRICHMENT PROGRAMS, EDUCATIONAL AND/OR SOCIAL PROGRAMS FOR THE CHILDREN. | $874 |
| TO ENCOURAGE A CLOSER RELATIONSHIP BETWEEN HOME AND SCHOOL AS WELL AS SUPPORT ADEQUATE LAWS FOR THE CARE AND PROTECTION OF CHILDREN AND YOUTH. | $620 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $14,265 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (6 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| JOCELYN BIGELOW | ||
| PRESIDENT | 2.00 | $0 |
| AMANDA DELANEY | ||
| VICE-PRESIDE | 1.00 | $0 |
| JEN ZUMWALT | ||
| TREASURER | 2.00 | $0 |
| CATHERINE MCBRIDE | ||
| TREASURER | 2.00 | $0 |
| ANGELIC TOFTEROO | ||
| SECRETARY | 1.00 | $0 |
| SUSAN HEBERT | ||
| 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 Minus1 Year | $139 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $540 | CurrentTaxYearAmt |
| Total | $679 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $63,520 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $65,137 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $47,677 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $36,094 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $35,830 | CurrentTaxYearAmt |
| Total | $248,258 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $63,520 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $65,137 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $47,677 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $36,233 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $36,370 | CurrentTaxYearAmt |
| Total | $248,937 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $248,937 | PublicSupportTotal509Amt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $63,520 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $65,137 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $47,677 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $36,233 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $36,370 | CurrentTaxYearAmt |
| Total | $248,937 | 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 | SNOWFLAKE SALE | Event1Nm |
| Gross Receipts Event1 | $5,603 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $5,603 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $5,977 | OtherDirectExpensesEvent1Amt |
| Event2 | CHERRYDALE FARM | Event2Nm |
| Gross Receipts Event2 | $7,802 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $7,802 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $2,895 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $13,405 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $13,405 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $8,872 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $8,872 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $4,533 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 16 | EXPENSES FIELD TRIP COSTS 4,622 PRINCIPAL DIRECTED EXPENS 3,041 5TH GRADE CELEBRATION 1,659 TEACHER APPRECIATION 1,236 PTO EXPENSES 971 CLASSROOM SUPPLIES 885 CULTURAL ENRICHMENT 750 BOOKS & BEYOND 462 COMMUNITY OUTREACH 158 MCAS SNACKS 157 STUDENT ENRICHMENT 124 MASS FEE/ANN. REPORT 54 BANK FEES 20 TOTAL 14,139 |
| 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 18,347 9,345 |
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