SUGARTOWN ELEMENTARY SCHOOL PTO: Form 990EZ, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
SUGARTOWN ELEMENTARY SCHOOL PTO (EIN 56-2589999)
Tax period
2014-07-01 to 2015-06-30
Filed
2016-05-16
IRS object ID
201641379349203159
Schema version
2014v6.0
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

FieldValueIRS element (for citing)
Return2016-05-16T12:33:58-05:00ReturnTs
Tax Period End2015-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390758449PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WIPFLI LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12 WEST BALTIMORE AVE SUITE 210AddressLine1Txt
CityMEDIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19063ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2014-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN562589999EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SUGARTOWN ELEMENTARY SCHOOL PTOBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSUGABusinessNameControlTxt
Phone6106442823PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1611 SUGARTOWN ROADAddressLine1Txt
CityMALVERNCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19355ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPULIN SHAHPersonNm
Person TitleCO-TREASURERPersonTitleTxt
Phone6106442823PhoneNum
Signature2016-05-16SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARY D PITT CPA MSTPreparerPersonNm
PTINP00844257PTIN
Phone6105653930PhoneNum
Preparation2016-05-13PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-08-17 19:52:53ZBuildTS

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$57,134GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$0ContributionsGiftsGrantsEtcAmt
Investment Income$185InvestmentIncomeAmt
Fundraising Gross Income$28,476FundraisingGrossIncomeAmt
Special Events Direct Expenses$13,176SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$15,300SpecialEventsNetIncomeLossAmt
Gross Sales Of Inventory$28,473GrossSalesOfInventoryAmt
Cost Of Goods Sold$19,523CostOfGoodsSoldAmt
Gross Profit Loss Sls Of Invntry$8,950GrossProfitLossSlsOfInvntryAmt
Total Revenue$24,435TotalRevenueAmt
Grants And Similar Amounts Paid$5,183GrantsAndSimilarAmountsPaidAmt
Fees And Other Pymt To Ind Cntrct$1,328FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total$47,952OtherExpensesTotalAmt
Total Expenses$54,463TotalExpensesAmt
Excess Or Deficit For Year-$30,028ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$74,408NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets-$100OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$44,280NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$74,408BOYAmt
EOY$44,280EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$74,408BOYAmt
EOY$44,280EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$74,408BOYAmt
EOY$44,280EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeTO PROVIDE STUDENTS WITH PROGRAMS, EVENTS AND MATERIALS THAT ENHANCE THE CURRICULUM, PROMOTE SCHOOL SPIRIT, AND INSPIRE STUDENTS.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (4 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtProgram 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.$0$9,270
PROVIDE FUNDS DIRECTLY TO THE TEACHERS TO DEFRAY THE EXPENSES INCURRED BY THEM IN PURCHASING EDUCATIONAL MATERIALS CONSUMED IN THE CLASSROOM.$2,633$2,633
PROVIDE ASSISTANCE TO NEEDY FAMILIES IN THE SUGARTOWN COMMUNITY. TO SUPPORT THE TEACHERS, STAFF, AND VOLUNTEERS OF SUGARTOWN ELEMENTARY SCHOOL.$2,051$2,051
TO SUPORT THE TEACHERS, STAFF, AND VOLUNTEERS OF SUGARTOWN ELEMENTARY SCHOOL$0$1,795
FieldValueIRS element (for citing)
Total Program Service Expenses$15,749TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (8 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOELLE IAMS
CO-PRESIDENT5.00$0$0$0
SHERRY SHAH
CO-PRESIDENT5.00$0$0$0
ORAZIO COSCIA
VICE PRESIDENT5.00$0$0$0
TONY DUFOUR
VICE PRESIDENT5.00$0$0$0
TECHE MYERS
VICE PRESIDENT5.00$0$0$0
PULIN SHAH
CO-TREASURER5.00$0$0$0
KERRY CAVALCANTO
SECRETARY5.00$0$0$0
TIANA THREADGILL
COMMUNICATIONS COORDINATOR5.00$0$0$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt0ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI0OrganizationHadUBIInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Made Loans To From Officers0MadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ORGANIZATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1611 SUGARTOWN ROADAddressLine1Txt
CityMALVERNCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19355ZIPCd
FieldValueIRS element (for citing)
Phone6106442823PhoneNum
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
School Operating0SchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (1)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,001CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$121CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$305CurrentTaxYearMinus2YearsAmt
Total$2,427TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$25,218CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$23,709CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$13,695CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$21,119CurrentTaxYearMinus1YearAmt
Current Tax Year$28,473CurrentTaxYearAmt
Total$112,214TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$43,793CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$40,803CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$36,737CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$96,972CurrentTaxYearMinus1YearAmt
Current Tax Year$28,476CurrentTaxYearAmt
Total$246,781TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$71,012CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$64,633CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$50,737CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$118,091CurrentTaxYearMinus1YearAmt
Current Tax Year$56,949CurrentTaxYearAmt
Total$361,422TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$361,422PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$285CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$236CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$170CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$183CurrentTaxYearMinus1YearAmt
Current Tax Year$185CurrentTaxYearAmt
Total$1,059TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$285CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$236CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$170CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$183CurrentTaxYearMinus1YearAmt
Current Tax Year$185CurrentTaxYearAmt
Total$1,059TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$71,297CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$64,869CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$50,907CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$118,274CurrentTaxYearMinus1YearAmt
Current Tax Year$57,134CurrentTaxYearAmt
Total$362,481TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.99710PublicSupportCY509Pct
Public Support PY5090.99660PublicSupportPY509Pct
Investment Income CY0.00290InvestmentIncomeCYPct
Investment Income PY0.00340InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1SPRING FAIREvent1Nm
Gross Receipts Event1$21,160GrossReceiptsEvent1Amt
Gross Revenue Event1$21,160GrossRevenueEvent1Amt
Other Direct Expenses Event1$11,356OtherDirectExpensesEvent1Amt
Gross Receipts Total$21,160GrossReceiptsTotalAmt
Gross Revenue Total Events$21,160GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$11,356OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$11,356DirectExpenseSummaryEventsAmt
Net Income Summary$9,804NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOMEDESCRIPTION: PENN LIBERY SAVINGS INTEREST INCOME. AMOUNT: 185.
FORM 990-EZ, PART I, LINE 7 - SALES OF INVENTORYINCOME: GROSS RECEIPTS: 28,473. RETURNS AND ALLOWANCES: 0. LESS COST OF GOODS SOLD: 19,523. GROSS PROFIT: 8,950. COST OF GOODS SOLD: INVENTORY AT BEGINNING OF YEAR: 0. MERCHANDISE PURCHASED: 19,523. COST OF LABOR: 0. MATERIALS AND SUPPLIES: 0. OTHER COSTS: 0. INVENTORY AT END OF YEAR: 0. COST OF GOODS SOLD: 19,523.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: EVENTS AND ASSEMBLIES . AMOUNT: 13,862. DESCRIPTION: VOLUNTEER RECOGNITION EVENT. AMOUNT: 528. DESCRIPTION: TEACHER APPRECIATION DINNER . AMOUNT: 1,267. DESCRIPTION: KINDERGARTEN PLAY DATE EXPENSE. AMOUNT: 65. DESCRIPTION: HOSPITALITY . AMOUNT: 687. DESCRIPTION: WELLNESS COMMITEE . AMOUNT: 239. DESCRIPTION: PTO ADMIN. AMOUNT: 160. DESCRIPTION: PLAYGROUND EXPENSE. AMOUNT: 31,144. TOTAL TO FORM 990-EZ, LINE 16: 47,952.
FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETSDESCRIPTION: PRIOR PERIOD ADJUSTMENT. AMOUNT: -100.

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

FieldValueIRS element (for citing)
DeclarationTHE 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

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