WMS PTSO INC: Form 990EZ, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- WMS PTSO INC (EIN 46-2653736)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2016-10-17
- IRS object ID
- 201632919349200513
- 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 | 2016-10-17T08:31:39-07:00 | ReturnTs |
| Tax Period End | 2016-06-30 | 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 | 2015-07-01 | 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 | JOANN ORRELL | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7048149772 | PhoneNum |
| Signature | 2016-10-03 | 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 | 2016-10-17 | 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 | $135,448 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $30,046 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $7,428 | ProgramServiceRevenueAmt |
| Membership Dues | $4,400 | 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 | $35,561 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $21,482 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $14,079 | SpecialEventsNetIncomeLossAmt |
| Gross Sales Of Inventory | $58,013 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $37,240 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | $20,773 | GrossProfitLossSlsOfInvntryAmt |
| Total Revenue | $76,726 | TotalRevenueAmt |
| Occupancy Rent Utlts And Maint | $280 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $1,242 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $60,195 | OtherExpensesTotalAmt |
| Total Expenses | $61,717 | TotalExpensesAmt |
| Excess Or Deficit For Year | $15,009 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $15,152 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $30,161 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,152 | BOYAmt |
| EOY | $30,161 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,152 | BOYAmt |
| EOY | $30,161 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,152 | BOYAmt |
| EOY | $30,161 | 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 | $36,991 |
| STAFF DEVELOPMENT | $5,029 |
| SOCIAL ARTS | $4,249 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $46,269 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (5 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| KELLEY COBB | ||
| President | 5.00 | $0 |
| VICTORIA LICCIONE | ||
| Presient Elect | 5.00 | $0 |
| NANCY ADAMO | ||
| Treasurer | 5.00 | $0 |
| GAIL GIATTINO | ||
| Secretary | 5.00 | $0 |
| JOANN ORRELL | ||
| Treasurer Elect | 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 | JOANN ORRELL | 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 | 7046617270 | 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 Minus2 Years | $93,387 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,724 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $34,446 | CurrentTaxYearAmt |
| Total | $152,557 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $55,220 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $60,190 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $58,013 | CurrentTaxYearAmt |
| Total | $173,423 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $148,607 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $84,914 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $92,459 | CurrentTaxYearAmt |
| Total | $325,980 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $325,980 | PublicSupportTotal509Amt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $325,980 | 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 | $32,935 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $32,935 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $2,749 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $17,596 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $32,935 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $32,935 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $2,749 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $17,596 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $20,345 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $12,590 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990EZ, Part I, Line 16 | Achievement Awards 38. |
| Form 990EZ, Part I, Line 16 | Cultural Arts 1163. |
| Form 990EZ, Part I, Line 16 | Media Center 545. |
| Form 990EZ, Part I, Line 16 | Memberships 4868. |
| Form 990EZ, Part I, Line 16 | Bank fees 83. |
| Form 990EZ, Part I, Line 16 | Insurance 500. |
| Form 990EZ, Part I, Line 16 | Office 721. |
| Form 990EZ, Part I, Line 16 | PTO 199. |
| Form 990EZ, Part I, Line 16 | Tax Prep 440. |
| Form 990EZ, Part I, Line 16 | Website 400. |
| Form 990EZ, Part I, Line 16 | Staff Appreciation 4901. |
| Form 990EZ, Part I, Line 16 | Student lunch 68. |
| Form 990EZ, Part I, Line 16 | Program services 46269. |