MELROSE PTO INC: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
MELROSE PTO INC (EIN 33-1216703)
Tax period
2012-08-01 to 2013-07-31
Filed
2014-03-14
IRS object ID
201410739349300031
Schema version
2012v2.0
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)
Timestamp2014-03-14T10:12:27-07:00Timestamp
Tax Period End Date2013-07-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1JOSEPH S GULINO CPABusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line120 WEST EMERSON STREETAddressLine1
CityMELROSECity
StateMAState
ZIP Code02176ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-08-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN331216703EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1MELROSE PTO INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlMELRNameControl
Phone6176505615Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1360 LYNN FELLS PARKWAYAddressLine1
CityMELROSECity
StateMAState
ZIP Code02176ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameTIMOTHY DONNELLYName
TitlePRESIDENTTitle
Phone6176505615Phone
Date Signed2014-03-14DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameJOSEPH S GULINOName
Phone7816627700Phone
Self EmployedXSelfEmployed
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonTIMOTHY DONNELLYNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line179 SHEFFIED ROADAddressLine1
CityMELROSECity
StateMAState
ZIP Code02176ZIPCode
FieldValueIRS element (for citing)
Gross Receipts309328GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteN/AWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation2008YearFormation
State Legal DomicileMAStateLegalDomicile
Activity Or Mission DescriptionClassroom and library support was provided, school supplies were purchased, and various educational activities and community building events were sponsored.ActivityOrMissionDescription
Nbr Voting Members Governing Body7NbrVotingMembersGoverningBody
Nbr Independent Voting Members7NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Nbr Volunteers300TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Contributions Grants Prior Year33665ContributionsGrantsPriorYear
Contributions Grants Current Year29861ContributionsGrantsCurrentYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year50InvestmentIncomePriorYear
Investment Income Current Year60InvestmentIncomeCurrentYear
Other Revenue Prior Year138501OtherRevenuePriorYear
Other Revenue Current Year144789OtherRevenueCurrentYear
Total Revenue Prior Year172216TotalRevenuePriorYear
Total Revenue Current Year174710TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year164924GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY171729GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Current Year0SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year7790OtherExpensePriorYear
Other Expenses Current Year6934OtherExpensesCurrentYear
Total Expenses Prior Year172714TotalExpensesPriorYear
Total Expenses Current Year178663TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-498RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-3953RevenuesLessExpensesCY
Total Assets BOY190091TotalAssetsBOY
Total Assets EOY186138TotalAssetsEOY
Total Liabilities EOY0TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY190091NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY186138NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionClassroom and library support wasMissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense36671Expense
Grants1374Grants
DescriptionTEACHER/CLASSROOM SUPPORT TO THE VARIOUS CITY OF MELROSE SCHOOLSDescription

Activity2 Activity2

FieldValueIRS element (for citing)
Expense31310Expense
DescriptionSTUDENT ENRICHMENT TO THE CITY OF MELROSE STUDENTSDescription

Activity3 Activity3

FieldValueIRS element (for citing)
Expense25330Expense
DescriptionPLAYGROUND IMPROVEMENTDescription

Activity Other ActivityOther

FieldValueIRS element (for citing)
Expense78418Expense
DescriptionE-Camp for Students, Community Support, Hospitality, Student Field Trips, School Grounds, School Improvements, Student Field Trips, School Grounds, School Improvements, Student Field Trips, School Grounds, School Improvements,Description
FieldValueIRS element (for citing)
Total Of Other Program Service Exp78418TotalOfOtherProgramServiceExp
Total Program Service Expense171729TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredfalseScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiesfalseLobbyingActivities
Subject To Proxy TaxfalseSubjectToProxyTax
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArtfalseCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentsfalseTermOrPermanentEndowments
Report Land Bldg EquipfalseReportLandBldgEquip
Report Invest Oth SecuritiesfalseReportInvestOthSecurities
Report Prog Rel InvestfalseReportProgRelInvest
Report Other AssetsfalseReportOtherAssets
Report Other LiabilitiesfalseReportOtherLiabilities
Report Fin48 FootnotefalseReportFin48Footnote
Independent Audit Financial StmtfalseIndependentAuditFinancialStmt
Consolidated Audit Financial StmtfalseConsolidatedAuditFinancialStmt
SchoolfalseSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiesfalseForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingfalseProfessionalFundraising
Fundraising ActivitiestrueFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationstrueGrantsToOrganizations
Grants To IndividualsfalseGrantsToIndividuals
Schedule J RequiredfalseScheduleJRequired
Tax Exempt BondsfalseTaxExemptBonds
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MemberfalseBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshpfalseOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionsfalseDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntityfalseRelatedEntity
Related Org Controlled EntityfalseRelatedOrgControlledEntity
Transaction Related EntityfalseTransactionRelatedEntity
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With10960NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees0NumberOfEmployees
Unrelated Business IncomefalseUnrelatedBusinessIncome
Foreign Financial AccountfalseForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionsfalseNonDeductibleContributions
Quid Pro Quo ContributionstrueQuidProQuoContributions
Quid Pro Quo DisclosurefalseQuidProQuoDisclosure
Form8282 Property Disposed OffalseForm8282PropertyDisposedOf
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Indoor Tanning ServicesfalseIndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members7NbrVotingGoverningBodyMembers
Number Independent Voting Members7NumberIndependentVotingMembers
Family Or Business RelationshipfalseFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholdersfalseMembersOrStockholders
Election Of Board MemberstrueElectionOfBoardMembers
Decisions Subject To ApprovalfalseDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Form990 Provided To Governing BodytrueForm990ProvidedToGoverningBody
Conflict Of Interest PolicyfalseConflictOfInterestPolicy
Whistleblower PolicyfalseWhistleblowerPolicy
Document Retention PolicyfalseDocumentRetentionPolicy
Compensation Process CEOfalseCompensationProcessCEO
Compensation Process OtherfalseCompensationProcessOther
Investment In Joint VenturefalseInvestmentInJointVenture
States Where Copy Of Return Is FiledMAStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonANNE BERTENamePerson
Telephone Number6176622794TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line169 CIRCUIT STREETAddressLine1
CityMELROSECity
StateMAState
ZIP Code02176ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedXNoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (7 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekOfficerOfficerIndividual Trustee Or DirectorIndividualTrusteeOrDirector
TIMOTHY DONNELLY
President0.00X
CHARLENE GRADY
Vice President0.00X
ANNE BERTE
Treasurer1.00X
PENNY XFARAS JONES
Secretary0.00X
ANDREA SZEKELY-HILL
Director0.00X
DAVID MARTIN
Director0.00X
HONEY ROSSI
Director0.00X
FieldValueIRS element (for citing)
Formers ListedfalseFormersListed
Total Comp GT150 KfalseTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources
All Other Contributions29861AllOtherContributions
Total Contributions29861TotalContributions

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column60TotalRevenueColumn
FieldValueIRS element (for citing)
Gross Income Fundraising Events279407GrossIncomeFundraisingEvents
Fundraising Direct Expenses134618FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column144789TotalRevenueColumn
Exclusion$144,789ExclusionAmount

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column174710TotalRevenueColumn
Related Or Exempt Function Income60RelatedOrExemptFunctionIncome
Exclusion$144,789ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total171729Total
Program Services171729ProgramServices

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total2550Total
Program Services0ProgramServices
Management And General2550ManagementAndGeneral
Fundraising0Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total3066Total
Program Services0ProgramServices
Management And General3066ManagementAndGeneral
Fundraising0Fundraising

Insurance Insurance

FieldValueIRS element (for citing)
Total913Total
Program Services0ProgramServices
Management And General913ManagementAndGeneral
Fundraising0Fundraising

Other Expenses OtherExpenses (2 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
Bank Fees31603160
Filing Fees PC Form890890

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total178663Total
Program Services171729ProgramServices
Management And General6934ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY168367BOY
EOY164392EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY21724BOY
EOY21746EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY190091BOY
EOY186138EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY
FieldValueIRS element (for citing)
Do Not Follow SFAS117XDoNotFollowSFAS117

Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc

FieldValueIRS element (for citing)
BOY190091BOY
EOY186138EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY190091BOY
EOY186138EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY190091BOY
EOY186138EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses-3953ReconcilationRevenueExpenses
Method Of Accounting CashXMethodOfAccountingCash
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedfalseFSAudited
Federal Grant Audit RequiredfalseFederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2XPubliclySupportedOrg509a2
Public Support Total1700PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Total0Total
FieldValueIRS element (for citing)
Public Support Pertcentage1700PublicSupportPertcentage170

Gifts Grants Contrib Received509 GiftsGrantsContribReceived509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years34190CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years37114CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years32351CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year33665CurrentTaxYearMinus1Year
Current Tax Year29861CurrentTaxYear
Total167181Total

Gross Receipts From Admissions GrossReceiptsFromAdmissions

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years310128CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years280814CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years322563CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year287799CurrentTaxYearMinus1Year
Current Tax Year279407CurrentTaxYear
Total1480711Total

Total509 Total509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years344318CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years317928CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years354914CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year321464CurrentTaxYearMinus1Year
Current Tax Year309268CurrentTaxYear
Total1647892Total
FieldValueIRS element (for citing)
Public Support Total5091647892PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years700CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years652CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years439CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year50CurrentTaxYearMinus1Year
Current Tax Year60CurrentTaxYear
Total1901Total

Investment Income And UBTI InvestmentIncomeAndUBTI

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years700CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years652CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years439CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year50CurrentTaxYearMinus1Year
Current Tax Year60CurrentTaxYear
Total1901Total

Total Support Total TotalSupportTotal

FieldValueIRS element (for citing)
Total1649793Total
FieldValueIRS element (for citing)
First5 Years509XFirst5Years509
Public Support Percentage5090PublicSupportPercentage509
Investment Income Percentage0InvestmentIncomePercentage

Schedule G IRS990ScheduleG

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1Spring EventNameOfEvent1
Gross Receipts Event130979GrossReceiptsEvent1
Gross Revenue Event130979GrossRevenueEvent1
Other Direct Expenses Event116909OtherDirectExpensesEvent1
Name Of Event2Golf OutingNameOfEvent2
Gross Receipts Event265460GrossReceiptsEvent2
Gross Revenue Event265460GrossRevenueEvent2
Other Direct Expenses Event223601OtherDirectExpensesEvent2
Total Number Of Other Events28TotalNumberOfOtherEvents
Gross Receipts Other Events182968GrossReceiptsOtherEvents
Gross Revenue Other Events182968GrossRevenueOtherEvents
Other Direct Expenses Other Events94108OtherDirectExpensesOtherEvents
Gross Receipts Total279407GrossReceiptsTotal
Gross Revenue Total Events279407GrossRevenueTotalEvents
Other Direct Expenses Total Events134618OtherDirectExpensesTotalEvents
Direct Expense Summary Events134618DirectExpenseSummaryEvents
Net Income Summary144789NetIncomeSummary

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records MaintainedtrueRecordsMaintained

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (10 entries)

IdentifierIdentifierExplanationExplanation
Pt VI, Line 1a7 voting members including President, Vice President,
Treasurer and 4 Directors
Pt VI, Line 7aUpon Request
Pt VI, Line 8aMinutes kept by governing body
Pt VI, Line 8bMinutes kept by sub committees
prior to return being filed
Pt VI, Line 19Upon request
Pt VI, Line 11bGoverning body has reviewed tax return at their meeting
prior to return being filed
Form 990, Part III, Line 4dE-CAMP FOR STUDENTS, COMMUNITY SUPPORT, HOSPITALITY, 78418. 0. 0.

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