WMS PTSO INC: Form 990EZ, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- WMS PTSO INC (EIN 46-2653736)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2017-12-07
- IRS object ID
- 201703419349200420
- 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 | 2017-12-07T11:59:26-08:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Davies Goldstein & Associates CPA's PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 156 | AddressLine1Txt |
| City | Matthews | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28106 | 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 | 462653736 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WMS PTSO Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WMSP | BusinessNameControlTxt |
| Phone | 7048149772 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5903 Deal Road | AddressLine1Txt |
| City | Matthews | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 281047973 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DARCEY JONES | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7048149772 | PhoneNum |
| Signature | 2017-10-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY GOLDSTEIN | PreparerPersonNm |
| Phone | 7046840555 | PhoneNum |
| Preparation | 2017-12-07 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 173.95.24.2 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-12-07 | IPDt |
| IP Tm | 11:59:21 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | EE18637D08F5311254A42021F7F05A27788FDAB1 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | EE18637D08F5311254A42021F7F05A27788FDAB1 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | 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 | $172,945 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $29,004 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $19,699 | ProgramServiceRevenueAmt |
| Membership Dues | $4,040 | 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 | $39,200 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $22,225 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $16,975 | SpecialEventsNetIncomeLossAmt |
| Gross Sales Of Inventory | $81,002 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $57,686 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | $23,316 | GrossProfitLossSlsOfInvntryAmt |
| Total Revenue | $93,034 | TotalRevenueAmt |
| Occupancy Rent Utlts And Maint | $334 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $1,143 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $89,945 | OtherExpensesTotalAmt |
| Total Expenses | $91,422 | TotalExpensesAmt |
| Excess Or Deficit For Year | $1,612 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $30,161 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $31,773 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,161 | BOYAmt |
| EOY | $31,773 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,161 | BOYAmt |
| EOY | $31,773 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,161 | BOYAmt |
| EOY | $31,773 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | Supplement student/teacher technology needs/staff development | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|
| TECHNOLOGY | $52,160 |
| STAFF DEVELOPMENT | $1,087 |
| SOCIAL ARTS | $5,098 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $58,345 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (4 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| ALI MILLIGAN | ||
| President | 5.00 | $0 |
| STEPHANIE BUSENBARK | ||
| Presient Elect | 5.00 | $0 |
| DARCEY JONES | ||
| Treasurer | 5.00 | $0 |
| TERI BLUMER | ||
| Secretary | 5.00 | $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 | DARCEY JONES | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5903 Deal Rd | AddressLine1Txt |
| City | Matthews | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 281047973 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7048149772 | 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 Minus3 Years | $93,387 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,724 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $34,446 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $33,044 | CurrentTaxYearAmt |
| Total | $185,601 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $55,220 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $60,190 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $58,013 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $81,002 | CurrentTaxYearAmt |
| Total | $254,425 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $148,607 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $84,914 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $92,459 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $114,046 | CurrentTaxYearAmt |
| Total | $440,026 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $440,026 | PublicSupportTotal509Amt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $440,026 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 1.00000 | PublicSupportCY509Pct |
| Public Support PY509 | 1.00000 | PublicSupportPY509Pct |
| Investment Income CY | 0 | 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 | BFF | Event1Nm |
| Gross Receipts Event1 | $37,833 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $37,833 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $21,548 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $37,833 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $37,833 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $21,548 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $21,548 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $16,285 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990EZ, Part I, Line 16 | Achievement Awards 49. |
| Form 990EZ, Part I, Line 16 | Cultural Arts 12937. |
| Form 990EZ, Part I, Line 16 | Media Center 527. |
| Form 990EZ, Part I, Line 16 | Memberships 6402. |
| Form 990EZ, Part I, Line 16 | Bank fees 94. |
| Form 990EZ, Part I, Line 16 | Office 168. |
| Form 990EZ, Part I, Line 16 | PTO 699. |
| Form 990EZ, Part I, Line 16 | Tax Prep 450. |
| Form 990EZ, Part I, Line 16 | Website 338. |
| Form 990EZ, Part I, Line 16 | Staff Appreciation 9636. |
| Form 990EZ, Part I, Line 16 | Student lunch 300. |
| Form 990EZ, Part I, Line 16 | Program services 58345. |