Strategy Studio is now furp.org. Same site, same data, new address. Please update your bookmarks (and anything that links to strategystudio.org); old links keep working by sending you here.
MONTESSORI CENTRE PTA: Form 990EZ, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- MONTESSORI CENTRE PTA (EIN 20-1849771)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-02-21
- IRS object ID
- 201830529349200708
- Schema version
- 2016v3.0
- 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 | 2018-02-21T09:53:54-08:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRIDAY WALKER & ASSOCIATES PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 103 JORDAN DRIVE SUITE 4 | AddressLine1Txt |
| City | CHATTANOOGA | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37421 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201849771 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONTESSORI CENTRE PTA INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MONT | BusinessNameControlTxt |
| Phone | 6157779283 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4608 GRANNY WHITE PIKE | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37220 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HEATHER MARSH | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6157779283 | PhoneNum |
| Signature | 2017-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | E LARRY WALKER CPA | PreparerPersonNm |
| Phone | 4238553935 | PhoneNum |
| Preparation | 2018-02-21 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 173.166.241.114 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-02-21 | IPDt |
| IP Tm | 09:53:45 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 5253AF5BF94F471E8D4260F0821954588B73882D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B88BA4580C1471B632F1031EFF80CD96B8962CFA | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | 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 | $66,854 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $4,830 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $0 | ProgramServiceRevenueAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Investment Income | $0 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Gain Or Loss From Sale Of Assets | $0 | GainOrLossFromSaleOfAssetsAmt |
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Fundraising Gross Income | $62,024 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $15,415 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $46,609 | SpecialEventsNetIncomeLossAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | $0 | GrossProfitLossSlsOfInvntryAmt |
| Total Revenue | $51,439 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $60,772 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $509 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $2,496 | OtherExpensesTotalAmt |
| Total Expenses | $63,777 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$12,338 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $50,191 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $37,853 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,191 | BOYAmt |
| EOY | $37,853 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,191 | BOYAmt |
| EOY | $37,853 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,191 | BOYAmt |
| EOY | $37,853 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | PARENT/TEACHER ASSOCIATION | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|
| PTA EVENTS THAT INCLUDE PARENTS, TEACHERS AND STUDENTS. INCLUDES TEACHER APPRECIATION GIFTS, DONATIONS TO SCHOOL TO ASSIST WITH EXPENSES TO ENCHANCE CHILDREN'S EDUCATIONAL EXPERIENCE. | $53,385 |
| PTA ASSISTED WITH COSTS TO START AND MAINTAIN A GARDEN ON SCHOOL PROPERTY FOR CHILDREN TO GROW VEGETABLES. | $7,387 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $60,772 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (4 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| MEREDITH GILPIN | ||
| PRESIDENT | 1.50 | $0 |
| AMY PATZ | ||
| VICE-PRESIDENT | 1.50 | $0 |
| HEATHER MARSH | ||
| TREASURER | 1.50 | $0 |
| JESSICA PEOPLES | ||
| SECRETARY | 1.50 | $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 | HEATHER MARSH | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4608 GRANNY WHITE PIKE | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37220 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6157750333 | 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 |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
| Public Support Total170 | $0 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY170 | 0 | PublicSupportCY170Pct |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,812 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,087 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $54,797 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,600 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,830 | CurrentTaxYearAmt |
| Total | $70,126 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $32,740 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $30,240 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $56,730 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $37,132 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $62,024 | CurrentTaxYearAmt |
| Total | $218,866 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $34,552 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $31,327 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $111,527 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $44,732 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $66,854 | CurrentTaxYearAmt |
| Total | $288,992 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $288,992 | PublicSupportTotal509Amt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $38 | CurrentTaxYearMinus3YearsAmt |
| Total | $38 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $289,030 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99990 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99980 | PublicSupportPY509Pct |
| Investment Income CY | 0 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Pt III Ln 12 | FormAndLineReferenceDesc |
| Explanation | Other Income Part III, Line 12 Description: MISCELLANEOUS INCOME 2012: 0. 2013: 38. 2014: 0. 2015: 0. 2016: 0. | ExplanationTxt |
Schedule G IRS990ScheduleG
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990EZ, Part I, Line 10 | DONATION TO SCHOOL TO ASSIST WITH EXPENSES; EDUCATIONAL ASSIST; MONTESSORI CENTRE (SCHOOL): 4608 GRA |
| Form 990EZ, Part I, Line 16 | OPERATIONS EXPENSES 158. |
| Form 990EZ, Part I, Line 16 | PTA MEETINGS 1235. |
| Form 990EZ, Part I, Line 16 | SUNSHINE COMMITTEE 869. |
| Form 990EZ, Part I, Line 16 | TRAVEL 234. |