SUGARTOWN ELEMENTARY SCHOOL PTO: Form 990EZ, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
SUGARTOWN ELEMENTARY SCHOOL PTO (EIN 56-2589999)
Tax period
2013-07-01 to 2014-06-30
Filed
2015-01-30
IRS object ID
201520309349200117
Schema version
2013v4.0
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)
Return2015-01-30T13:27:03-06:00ReturnTs
Tax Period End2014-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN233063393PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WIPFLI LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12 WEST BALTIMORE AVE SUITE 210AddressLine1
CityMEDIACity
StatePAState
ZIP Code19063ZIPCode
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2013-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN562589999EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SUGARTOWN ELEMENTARY SCHOOL PTOBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlSUGABusinessNameControlTxt
Phone6106442823PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1611 SUGARTOWN ROADAddressLine1
CityMALVERNCity
StatePAState
ZIP Code19355ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKIMBERLY GOSAPersonNm
Person TitleCO-TREASURERPersonTitleTxt
Phone6106442823PhoneNum
Signature2015-01-27SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonVERONICA M PLOUSIS CPAPreparerPersonNm
PTINP01304900PTIN
Phone6105653930PhoneNum
Preparation2015-01-27PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

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$118,274GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$0ContributionsGiftsGrantsEtcAmt
Investment Income$183InvestmentIncomeAmt
Fundraising Gross Income$96,972FundraisingGrossIncomeAmt
Special Events Direct Expenses$56,925SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$40,047SpecialEventsNetIncomeLossAmt
Gross Sales Of Inventory$21,119GrossSalesOfInventoryAmt
Cost Of Goods Sold$14,531CostOfGoodsSoldAmt
Gross Profit Loss Sls Of Invntry$6,588GrossProfitLossSlsOfInvntryAmt
Total Revenue$46,818TotalRevenueAmt
Grants And Similar Amounts Paid$5,719GrantsAndSimilarAmountsPaidAmt
Fees And Other Pymt To Ind Cntrct$1,728FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total$12,788OtherExpensesTotalAmt
Total Expenses$20,235TotalExpensesAmt
Excess Or Deficit For Year$26,583ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$47,825NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$74,408NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$47,825BOYAmt
EOY$74,408EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$47,825BOYAmt
EOY$74,408EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

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

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$47,825BOYAmt
EOY$74,408EOYAmt
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 (5 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$10,296
PROVIDE FUNDS DIRECTLY TO THE TEACHERS TO DEFRAY THE EXPENSES INCURRED BY THEM IN PURCHASING EDUCATIONAL MATERIALS CONSUMED IN THE CLASSROOM.$2,350$2,350
PROVIDE ASSISTANCE TO NEEDY FAMILIES IN THE SUGARTOWN COMMUNITY. TO SUPPORT THE TEACHERS, STAFF, AND VOLUNTEERS OF SUGARTOWN ELEMENTARY SCHOOL.$2,635$2,635
TO SUPORT THE TEACHERS, STAFF, AND VOLUNTEERS OF SUGARTOWN ELEMENTARY SCHOOL$0$1,813
PURCHASE OF SCHOOL EQUIPMENT THAT IS NOT PROVIDED IN THE SCHOOL'S OPERATING BUDGET.$0$735
FieldValueIRS element (for citing)
Total Program Service Expenses$17,829TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (9 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JESSICA POTTERTON
CO-PRESIDENT1.00$0$0$0
MICHELE WRABLEY
CO-PRESIDENT1.00$0$0$0
BRENDA SPUCKTI
VICE PRESIDENT1.00$0$0$0
AMY DOWNS
VICE PRESIDENT1.00$0$0$0
TOM MITCHELL
VICE PRESIDENT1.00$0$0$0
KIMBERLY GOSA
CO-TREASURER1.00$0$0$0
PULIN SHAH
CO-TREASURER1.00$0$0$0
ALLYSON BABCOCK
RECORDING SECRETARY1.00$0$0$0
LAUREN PALMER
CORRESPONDING SECRETARY1.00$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 ORGANIZATIONBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line1611 SUGARTOWN ROADAddressLine1
CityMALVERNCity
StatePAState
ZIP Code19355ZIPCode
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$4,680CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,001CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$121CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$305CurrentTaxYearMinus1YearAmt
Total$7,107TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$22,054CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$25,218CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$23,709CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$13,695CurrentTaxYearMinus1YearAmt
Current Tax Year$21,119CurrentTaxYearAmt
Total$105,795TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$36,607CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$43,793CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$40,803CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$36,737CurrentTaxYearMinus1YearAmt
Current Tax Year$96,972CurrentTaxYearAmt
Total$254,912TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$63,341CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$71,012CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$64,633CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$50,737CurrentTaxYearMinus1YearAmt
Current Tax Year$118,091CurrentTaxYearAmt
Total$367,814TotalAmt

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$367,814PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$383CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$285CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$236CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$170CurrentTaxYearMinus1YearAmt
Current Tax Year$183CurrentTaxYearAmt
Total$1,257TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$383CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$285CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$236CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$170CurrentTaxYearMinus1YearAmt
Current Tax Year$183CurrentTaxYearAmt
Total$1,257TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$63,724CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$71,297CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$64,869CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$50,907CurrentTaxYearMinus1YearAmt
Current Tax Year$118,274CurrentTaxYearAmt
Total$369,071TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.99660PublicSupportCY509Pct
Public Support PY5090.99480PublicSupportPY509Pct
Investment Income CY0.00340InvestmentIncomeCYPct
Investment Income PY0.00520InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Name Of Event1SPRING FAIRNameOfEvent1Amt
Gross Receipts Event1$17,974GrossReceiptsEvent1Amt
Gross Revenue Event1$17,974GrossRevenueEvent1Amt
Food And Beverage Event1$28FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$9,059OtherDirectExpensesEvent1Amt
Name Of Event2FALL FESTIVALNameOfEvent2Amt
Gross Receipts Event2$12,983GrossReceiptsEvent2Amt
Gross Revenue Event2$12,983GrossRevenueEvent2Amt
Other Direct Expenses Event2$13,750OtherDirectExpensesEvent2Amt
Other Events Total1OtherEventsTotalCnt
Gross Receipts Other Events$59,979GrossReceiptsOtherEventsAmt
Gross Revenue Other Events$59,979GrossRevenueOtherEventsAmt
Oth Direct Expnss Other Events$29,962OthDirectExpnssOtherEventsAmt
Gross Receipts Total$90,936GrossReceiptsTotalAmt
Gross Revenue Total Events$90,936GrossRevenueTotalEventsAmt
Food And Beverage Total Events$28FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$52,771OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$52,799DirectExpenseSummaryEventsAmt
Net Income Summary$38,137NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOMEDESCRIPTION: PENN LIBERTY SAVINGS. AMOUNT: 183.
FORM 990-EZ, PART I, LINE 7 - SALES OF INVENTORYINCOME: GROSS RECEIPTS: 21,119. RETURNS AND ALLOWANCES: 0. LESS COST OF GOODS SOLD: 14,531. GROSS PROFIT: 6,588. COST OF GOODS SOLD: INVENTORY AT BEGINNING OF YEAR: 0. MERCHANDISE PURCHASED: 14,531. COST OF LABOR: 0. MATERIALS AND SUPPLIES: 0. OTHER COSTS: 0. INVENTORY AT END OF YEAR: 0. COST OF GOODS SOLD: 14,531.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: VOLUNTEER RECOGNITION EVENT. AMOUNT: 1,106. DESCRIPTION: TEACHER APPRECIATION DINNER. AMOUNT: 848. DESCRIPTION: EVENTS AND ASSEMBLIES. AMOUNT: 10,296. DESCRIPTION: HOSPITALITY. AMOUNT: 247. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 134. DESCRIPTION: WELLNESS COMMITTEE. AMOUNT: 157. TOTAL TO FORM 990-EZ, LINE 16: 12,788.

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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