SUGARTOWN ELEMENTARY SCHOOL PTO: Form 990EZ, tax year 2015
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- Organization
- SUGARTOWN ELEMENTARY SCHOOL PTO (EIN 56-2589999)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2016-11-07
- IRS object ID
- 201613129349200901
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-07T11:51:45-06:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390758449 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wipfli LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 West Baltimore Ave Suite 210 | AddressLine1Txt |
| City | Media | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19063 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 562589999 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sugartown Elementary school PTO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SUGA | BusinessNameControlTxt |
| Phone | 6106442823 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 611 Sugartown Road | AddressLine1Txt |
| City | Malvern | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19355 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MELISSA MARKOWSKI | PersonNm |
| Person Title | Co-Treasurer | PersonTitleTxt |
| Phone | 6106442823 | PhoneNum |
| Signature | 2016-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARY D PITT CPA MST | PreparerPersonNm |
| PTIN | P00844257 | PTIN |
| Phone | 6105653930 | PhoneNum |
| Preparation | 2016-11-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | 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 | $58,519 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $0 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $149 | InvestmentIncomeAmt |
| Fundraising Gross Income | $32,620 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $15,555 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $17,065 | SpecialEventsNetIncomeLossAmt |
| Gross Sales Of Inventory | $25,750 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $19,020 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | $6,730 | GrossProfitLossSlsOfInvntryAmt |
| Total Revenue | $23,944 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $5,981 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $1,503 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $18,563 | OtherExpensesTotalAmt |
| Total Expenses | $26,047 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$2,103 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $44,280 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $42,177 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,280 | BOYAmt |
| EOY | $42,177 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,280 | BOYAmt |
| EOY | $42,177 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,280 | BOYAmt |
| EOY | $42,177 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | TO PROVIDE STUDENTS WITH PROGRAMS, EVENTS AND MATERIALS THAT ENHANCE THE CURRICULUM, PROMOTE SCHOOL SPIRIT, AND INSPIRE STUDENTS. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (5 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| PROVIDE TO SUGARTOWN FUNDS USED TO DEFRAY THE COSTS INCURRED IN PROVIDING ASSEMBLY PROGRAMS OR SPECIAL INTEREST TO THE STUDENTS AND/OR PARENTS OF SUGARTOWN. | $500 | $13,372 |
| provide funds directly to the teachers to defray the expenses incurred by them in purchasing educational materials consumed in the classroom. | $2,781 | $2,781 |
| provide ASSISTANCE to needy families in the sugartown community. to support the teachers, staff, and volunteers of sugartown elementary school. | $2,700 | $2,700 |
| TO SUPORT THE TEACHERS, STAFF, AND VOLUNTEERS OF SUGARTOWN ELEMENTARY SCHOOL | $0 | $1,760 |
| PURCHASE OF SCHOOL EQUIPMENT THAT IS NOT PROVIDED IN THE SCHOOL'S OPERATING BUDGET. | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $20,613 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (9 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| Joelle Iams | ||||
| Co-President | 5.00 | $0 | $0 | $0 |
| Kerry Calcavanto | ||||
| Co-President | 5.00 | $0 | $0 | $0 |
| Lauren Stanton | ||||
| Vice President | 5.00 | $0 | $0 | $0 |
| Tony Dufour | ||||
| Vice President | 5.00 | $0 | $0 | $0 |
| Teche Myers | ||||
| Vice President | 5.00 | $0 | $0 | $0 |
| Melissa Markowski | ||||
| Co-treasurer | 5.00 | $0 | $0 | $0 |
| Wendy Litzke | ||||
| Co-Treasurer | 5.00 | $0 | $0 | $0 |
| Lynette Granto | ||||
| Secretary | 5.00 | $0 | $0 | $0 |
| Tiana Threadgill | ||||
| Communications Coordinator | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Organization | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 611 Sugartown Road | AddressLine1Txt |
| City | Malvern | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19355 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6106442823 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| School Operating | 0 | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (1) | 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 | $121 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $305 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $426 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $23,709 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,695 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,119 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $28,473 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,749 | CurrentTaxYearAmt |
| Total | $112,745 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $40,803 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $36,737 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $96,972 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $28,476 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $35,700 | CurrentTaxYearAmt |
| Total | $238,688 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $64,633 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $50,737 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $118,091 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $56,949 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $61,449 | CurrentTaxYearAmt |
| Total | $351,859 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $351,859 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $236 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $170 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $183 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $185 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $149 | CurrentTaxYearAmt |
| Total | $923 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $236 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $170 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $183 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $185 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $149 | CurrentTaxYearAmt |
| Total | $923 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $64,869 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $50,907 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $118,274 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $57,134 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $61,598 | CurrentTaxYearAmt |
| Total | $352,782 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99740 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99710 | PublicSupportPY509Pct |
| Investment Income CY | 0.00260 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00290 | 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 FAIR | Event1Nm |
| Gross Receipts Event1 | $18,389 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $18,389 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $9,459 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $18,389 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $18,389 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $9,459 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $9,459 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $8,930 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990-EZ, Part I, Line 4 - Other Investment Income | Description: penn liberty savings interest income. Amount: 149. |
| Form 990-EZ, Part I, Line 7 - Sales of Inventory | Income: Gross Receipts: 25,750. Returns and Allowances: 0. Less Cost of Goods Sold: 19,020. Gross Profit: 6,730. Cost of Goods Sold: Inventory at Beginning of Year: 0. Merchandise Purchased: 19,020. Cost of Labor: 0. Materials and Supplies: 0. Other Costs: 0. Inventory at End of Year: 0. Cost of Goods Sold: 19,020. |
| Form 990-EZ, Part I, Line 16 - Other Expenses | Description: volunteer recognition event. Amount: 1,283. Description: teacher appreciation dinner. Amount: 453. Description: staff appreciation . Amount: 150. Description: HOSPITALITY. Amount: 453. Description: OFFICE EXPENSE. Amount: 797. Description: WELLNESS COMMITTEE. Amount: 562. Description: events and assemblies. Amount: 14,865. Total to Form 990-EZ, line 16: 18,563. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract. | DeclarationDesc |
Comments