LEARNING TREE: Form 990EZ, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- LEARNING TREE (EIN 35-2474169)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-02-26
- IRS object ID
- 201620579349200122
- 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 | 2016-02-26T22:23:26Z | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HRB TAX GROUP INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 975 GOODMAN RD E STE 35 | AddressLine1Txt |
| City | SOUTHAVEN | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 38671 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352474169 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LEARNING TREE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEAR | BusinessNameControlTxt |
| Phone | 6626220154 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 881 W Service Dr | AddressLine1Txt |
| City | COLDWATER | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 38618 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Carolyn McDale | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Phone | 6626220154 | PhoneNum |
| Signature | 2016-02-01 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Linda Richards | PreparerPersonNm |
| PTIN | P00785369 | PTIN |
| Phone | 6623499886 | PhoneNum |
| Preparation | 2016-02-26 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | 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 | WWW.LEARNINGTREE4U.COM | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $31,713 | GrossReceiptsAmt |
| Contributions Gifts Grants Etc | $15,251 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $16,462 | ProgramServiceRevenueAmt |
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Total Revenue | $31,713 | TotalRevenueAmt |
| Salaries Other Comp Empl Bnft | $637 | SalariesOtherCompEmplBnftAmt |
| Fees And Other Pymt To Ind Cntrct | $479 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $4,200 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $103 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $11,043 | OtherExpensesTotalAmt |
| Total Expenses | $16,462 | TotalExpensesAmt |
| Excess Or Deficit For Year | $15,251 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $9,647 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $24,898 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,647 | BOYAmt |
| EOY | $80 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,647 | BOYAmt |
| EOY | $80 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,647 | BOYAmt |
| EOY | $80 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | TO TEACH AND CARE FOR UNDERPRIVELEDGED CHILDREN | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | PROVIDED CHILD DEVELOPEMENT FOR RURAL AREA LOW INCOME FAMILIES | DescriptionProgramSrvcAccomTxt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (6 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| CAROLYN MCDALE | ||
| DIRECTOR | 0.00 | $0 |
| James McDale | ||
| TREASURER | 0.00 | $0 |
| MIYOSHI PRESCOTT | ||
| SECRETARY | 0.00 | $0 |
| LILLIE MERRIWEATHER | ||
| MEMBER | 0.00 | $0 |
| QUATASHA SOW | ||
| MEMBER | 0.00 | $0 |
| CASSIE KING | ||
| MEMBER | 0.00 | $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 |
| 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 | Carolyn McDAle | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 881 West Service Dr | AddressLine1Txt |
| City | Coldwater | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 38618 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6626227385 | 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 |
| Related Org Sect527 Org | false | RelatedOrgSect527OrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | false | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $38,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $61,374 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $35,521 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $31,713 | CurrentTaxYearAmt |
| Total | $166,608 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $38,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $61,374 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $35,521 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $31,713 | CurrentTaxYearAmt |
| Total | $166,608 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $166,608 | PublicSupportTotal170Amt |
| Total Support | $166,608 | TotalSupportAmt |
| First5 Years170 | Yes (X) | First5Years170Ind |
| Public Support Total509 | $166,608 | PublicSupportTotal509Amt |
| Public Support PY509 | 1.00000 | PublicSupportPY509Pct |
| Investment Income PY | 1.00000 | InvestmentIncomePYPct |
Schedule G IRS990ScheduleG
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteer Labor Bingo | false | VolunteerLaborBingoInd |
| Volunteer Labor Pull Tabs | false | VolunteerLaborPullTabsInd |
| Volunteer Labor Other Gaming | false | VolunteerLaborOtherGamingInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Licensed | false | LicensedInd |
| License Suspended Etc | false | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | false | GamingWithNonmembersInd |
| Member Of Other Entity | false | MemberOfOtherEntityInd |
| Cntrct With3rd Prty For Game Rev | false | CntrctWith3rdPrtyForGameRevInd |
| Charitable Distribution Rqr | false | CharitableDistributionRqrInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FOOD | 2175 |
| SUPPLIES | 1336 |
| INSURANCE | 3827 |
| CHARITIES | 230 |
| ADVERTISING | 228 |
| PEST CONTROL | 385 |
| SECURITY | 372 |
| UTILITIES | 2470 |
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