STATESVILLE MONTESSORI SCHOOL PTO: Form 990EZ, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
STATESVILLE MONTESSORI SCHOOL PTO (EIN 56-2047784)
Tax period
2015-07-01 to 2016-06-30
Filed
2016-11-19
IRS object ID
201603249349200350
Schema version
2015v2.1
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)
Return2016-11-19T10:09:26-08:00ReturnTs
Tax Period End2016-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1J STACY COOKE CPA PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1147 NORTH MAIN STREETAddressLine1Txt
CityGRANITE FALLSCityNm
State AbbreviationNCStateAbbreviationCd
ZIP28630ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2015-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN562047784EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1STATESVILLE MONTESSORI SCHOOL PARENT TEACHER ORGANIZATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSTATBusinessNameControlTxt
Phone7048731092PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11012 HARMONY DRIVEAddressLine1Txt
CitySTATESVILLECityNm
State AbbreviationNCStateAbbreviationCd
ZIP28677ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBLAKE D JOHNSONPersonNm
Person TitleTREASURERPersonTitleTxt
Phone7048731092PhoneNum
Signature2016-03-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJ STACY COOKE CPAPreparerPersonNm
Phone8283962315PhoneNum
Preparation2016-11-19PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
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$33,298GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$1,008ContributionsGiftsGrantsEtcAmt
Program Service Revenue$0ProgramServiceRevenueAmt
Membership Dues$0MembershipDuesAmt
Investment Income$0InvestmentIncomeAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Gain Or Loss From Sale Of Assets$0GainOrLossFromSaleOfAssetsAmt
Gaming Gross Income$29,907GamingGrossIncomeAmt
Fundraising Gross Income$2,383FundraisingGrossIncomeAmt
Special Events Direct Expenses$14,643SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$17,647SpecialEventsNetIncomeLossAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Gross Profit Loss Sls Of Invntry$0GrossProfitLossSlsOfInvntryAmt
Total Revenue$18,655TotalRevenueAmt
Fees And Other Pymt To Ind Cntrct$430FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total$10,886OtherExpensesTotalAmt
Total Expenses$11,316TotalExpensesAmt
Excess Or Deficit For Year$7,339ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$5,146NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$12,485NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$5,146BOYAmt
EOY$12,485EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$5,146BOYAmt
EOY$12,485EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$5,146BOYAmt
EOY$12,485EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposeSCHOOL PARENT TEACHER ORGANIZATION THAT GIVES SUPPORT TO TEACHERS IN THE FORM OF SUPPLIES AND EQUIPMENT TO ASSIST WITH SCHOOL PROGRAMSPrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomSUPPORT GIVEN TO TEACHERS FOR SUPPLIES, EQUIPMENT, VARIOUS PROGRAMS BENEFITING THE SCHOOLDescriptionProgramSrvcAccomTxt
Program Service Expenses$10,846ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$10,846TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (3 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
CARRIE GEISLER
PRESIDENT2.00$0
ELLIE CARTNER
SECRETARY2.00$0
JAYNE GUTIERREZ
TREASURER2.00$0
FieldValueIRS element (for citing)
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptfalseChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonBLAKE D JOHNSONPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11012 HARMONY DRIVEAddressLine1Txt
CitySTATESVILLECityNm
State AbbreviationNCStateAbbreviationCd
ZIP28677ZIPCd
FieldValueIRS element (for citing)
Phone7045289934PhoneNum
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccountInd
Foreign OfficefalseForeignOfficeInd
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
School OperatingfalseSchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind
Public Support Total170$0PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support CY1700PublicSupportCY170Pct

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,029CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$956CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus1 Year$1,338CurrentTaxYearMinus1YearAmt
Current Tax Year$1,008CurrentTaxYearAmt
Total$5,331TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$48,096CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$43,712CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$24,232CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$28,735CurrentTaxYearMinus1YearAmt
Current Tax Year$32,290CurrentTaxYearAmt
Total$177,065TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$50,125CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$44,668CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$24,232CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$30,073CurrentTaxYearMinus1YearAmt
Current Tax Year$33,298CurrentTaxYearAmt
Total$182,396TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$182,396PublicSupportTotal509Amt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Total$182,396TotalAmt
FieldValueIRS element (for citing)
Public Support CY5091.00000PublicSupportCY509Pct
Public Support PY5091.00000PublicSupportPY509Pct
Investment Income CY0InvestmentIncomeCYPct
Investment Income PY0.00000InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule G IRS990ScheduleG

Gaming Information GamingInformationGrp

FieldValueIRS element (for citing)
Gross Revenue Other Gaming$29,907GrossRevenueOtherGamingAmt
Cash Prizes Other Gaming$10,000CashPrizesOtherGamingAmt
Oth Direct Expnss Other Gaming$3,550OthDirectExpnssOtherGamingAmt
Volunteer Labor Other GamingfalseVolunteerLaborOtherGamingInd
Gross Revenue Total Gaming$29,907GrossRevenueTotalGamingAmt
Cash Prizes Total Gaming$10,000CashPrizesTotalGamingAmt
Oth Direct Expnss Total Gaming$3,550OthDirectExpnssTotalGamingAmt
Direct Expense Summary Gaming$13,550DirectExpenseSummaryGamingAmt
Net Gaming Income Summary$16,357NetGamingIncomeSummaryAmt
FieldValueIRS element (for citing)
States Where Gaming ConductedNCStatesWhereGamingConductedCd
LicensedYes (true)LicensedInd
Gaming With NonmembersYes (true)GamingWithNonmembersInd
Member Of Other EntityfalseMemberOfOtherEntityInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990EZ, Part I, Line 16ADVERTISING AND PROMOTION 810.
Form 990EZ, Part I, Line 16BANK SERVICE CHARGES 40.
Form 990EZ, Part I, Line 16CONTRIBUTIONS 1275.
Form 990EZ, Part I, Line 16GRADUATION 1204.
Form 990EZ, Part I, Line 16PROGRAMS 1612.
Form 990EZ, Part I, Line 16REPAIRS AND MAINTENANCE 263.
Form 990EZ, Part I, Line 16TEACHER APPRECIATION 1643.
Form 990EZ, Part I, Line 16TEACHER CLASSROOM SUPPLIES 4039.

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