WMS PTSO INC: Form 990EZ, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- WMS PTSO INC (EIN 46-2653736)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2015-11-05
- IRS object ID
- 201543099349200449
- Schema version
- 2014v5.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-05T11:29:16-08:00 | ReturnTs |
| Tax Period End | 2015-06-30 | 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 | 2014-07-01 | 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 | NANCY ADAMO | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7048149772 | PhoneNum |
| Signature | 2015-09-29 | 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 | 2015-11-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | 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 | $133,872 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $20,624 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $5,893 | ProgramServiceRevenueAmt |
| Membership Dues | $4,100 | 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 | $40,808 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $20,423 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $20,385 | SpecialEventsNetIncomeLossAmt |
| Gross Sales Of Inventory | $60,190 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $38,789 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | $21,401 | GrossProfitLossSlsOfInvntryAmt |
| Other Revenue Total | $2,257 | OtherRevenueTotalAmt |
| Total Revenue | $74,660 | TotalRevenueAmt |
| Occupancy Rent Utlts And Maint | $10,144 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $1,015 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $62,596 | OtherExpensesTotalAmt |
| Total Expenses | $73,755 | TotalExpensesAmt |
| Excess Or Deficit For Year | $905 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $9,723 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $4,524 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $15,152 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,723 | BOYAmt |
| EOY | $15,152 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,723 | BOYAmt |
| EOY | $15,152 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,723 | BOYAmt |
| EOY | $15,152 | 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 | $34,671 |
| STAFF DEVELOPMENT | $5,377 |
| SOCIAL ARTS | $5,119 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $45,167 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (4 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| KELLEY COBB | ||
| President | 5.00 | $0 |
| VICTORIA LICCIONE | ||
| Vice President | 5.00 | $0 |
| COURTNEY NEWMAN | ||
| Treasurer | 5.00 | $0 |
| GAIL GIATTINO | ||
| Secretary | 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 | NANCY ADAMO | 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 | 7048149772 | 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 Minus1 Year | $93,387 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,724 | CurrentTaxYearAmt |
| Total | $118,111 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $55,220 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $60,190 | CurrentTaxYearAmt |
| Total | $115,410 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $148,607 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $84,914 | CurrentTaxYearAmt |
| Total | $233,521 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $233,521 | PublicSupportTotal509Amt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $233,521 | 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 |
| Event2 | Other | Event2Nm |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990EZ, Part I, Line 8 | SALES TAX REFUNDS 2257. |
| Form 990EZ, Part I, Line 16 | ACHIEVEMENT AWARDS 64. CULTURAL ARTS 1525. HOSPITALITY 881. MEDIA CENTER 1246. MEMBERSHIPS 4118. BANK FEES 124. INSURANCE 500. OFFICE 607. CC FEES 1718. TAXES 6. POSTAGE 43. PTO 199. TAX PREP 415. WEBSITE 388. WORKTROOM MAINTENANCE 63. RETURNED CHECK FEE 20. STAFF APPRECIATION 5445. STUDENT LUNCH 67. PROGRAM SERVICES 45167. |
| Form 990EZ, Part I, Line 20 | PRIOR PERIOD ADJUSTMENT 4524. |