ZIONSVILLE WEST MIDDLE SCHOOL PTO: Form 990EZ, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- ZIONSVILLE WEST MIDDLE SCHOOL PTO (EIN 14-1921265)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2012-10-02
- IRS object ID
- 201232769349200003
- Schema version
- 2011v1.2
- 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) |
|---|---|---|
| Timestamp | 2012-10-02T09:07:50-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 351178661 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUE & CO LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE AMERICAN SQUARE 2200 | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46282 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 141921265 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZIONSVILLE WEST MIDDLE SCHOOL PTO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ZION | NameControl |
| Phone | 3178731240 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5565 SOUTH 700 EAST | AddressLine1 |
| City | WHITESTOWN | City |
| State | IN | State |
| ZIP Code | 46075 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TERESA WARR | Name |
| Title | TREASURER | Title |
| Phone | 3178731240 | Phone |
| Date Signed | 2012-10-01 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | AMBER KOCHER CPA | Name |
| PTIN | P01286298 | PTIN |
| Phone | 3176334705 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Schedule B Not Required | X | ScheduleBNotRequired |
| Web Site | N/A | WebSite |
| Organization501c3 | X | Organization501c3 |
| Gross Receipts | 41908 | GrossReceipts |
| Info In Schedule O Part I | X | InfoInScheduleOPartI |
| Contributions Gifts Grants Etc | 24322 | ContributionsGiftsGrantsEtc |
| Fundraising Gross Income | 16837 | FundraisingGrossIncome |
| Special Events Direct Expenses | 14128 | SpecialEventsDirectExpenses |
| Special Events Net Income Loss | 2709 | SpecialEventsNetIncomeLoss |
| Other Revenue Total | 749 | OtherRevenueTotal |
| Total Revenue | 27780 | TotalRevenue |
| Grants And Similar Amounts Paid | 18275 | GrantsAndSimilarAmountsPaid |
| Other Expenses Total | 5452 | OtherExpensesTotal |
| Total Expenses | 23727 | TotalExpenses |
| Excess Or Deficit For Year | 4053 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 8526 | NetAssetsOrFundBalancesBOY |
| Other Changes In Net Assets | 0 | OtherChangesInNetAssets |
| Net Assets Or Fund Balances EOY | 12579 | NetAssetsOrFundBalancesEOY |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8526 | BOY |
| EOY | 12579 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8526 | BOY |
| EOY | 12579 | EOY |
Sum Of Total Liabilities SumOfTotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8526 | BOY |
| EOY | 12579 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | ENHANCE THE EDUCATION OF STUDENTS | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment (2 entries)
| Description Program Service AccomDescriptionProgramServiceAccom | Grants And AllocationsGrantsAndAllocations | Program Service ExpensesProgramServiceExpenses |
|---|---|---|
| TO RAISE FUNDS TO BE USED TO ASSIST ZWMS IN MEETING THE OBJECTIVE OF PROVIDING THE BEST POSSIBLE EDUCATION FOR THE SCHOOL CHILDREN. | 500 | 591 |
| TO PROMOTE AND FACILITATE THE EDUCATION OF ZWMS STUDENTS THROUGH ENRICHMENT PROGRAMS AND ACTIVITIES | 17775 | 23136 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | 23727 | TotalProgramServiceExpenses |
| Info In Schedule O Part IV | X | InfoInScheduleOPartIV |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (12 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| CHRIS SMITHHISLER | ||||||||
| 5565 SOUTH 700 EAST | WHITESTOWN | IN | 46075 | PRESIDENT | 0.00 | 0 | 0 | 0 |
| JILL MEYERS | ||||||||
| 5565 SOUTH 700 EAST | WHITESTOWN | IN | 46075 | SECRETARY | 0.00 | 0 | 0 | 0 |
| JULIE WILES | ||||||||
| 5565 SOUTH 700 EAST | WHITESTOWN | IN | 46075 | SECRETARY | 0.00 | 0 | 0 | 0 |
| TERESA WARR | ||||||||
| 5565 SOUTH 700 EAST | WHITESTOWN | IN | 46075 | TREASURER | 0.00 | 0 | 0 | 0 |
| KRIS DEVEREAUX | ||||||||
| 5565 SOUTH 700 EAST | WHITESTOWN | IN | 46075 | PRINCIPAL | 0.00 | 0 | 0 | 0 |
| JO DONNAR | ||||||||
| 5565 SOUTH 700 EAST | WHITESTOWN | IN | 46075 | NEWSLETTER EDITOR | 0.00 | 0 | 0 | 0 |
| KIMBERLY GILBERT | ||||||||
| 5565 SOUTH 700 EAST | WHITESTOWN | IN | 46075 | VP VOLUNTEERS | 0.00 | 0 | 0 | 0 |
| BECKY HILL | ||||||||
| 5565 SOUTH 700 EAST | WHITESTOWN | IN | 46075 | VP ADMINISTRATION | 0.00 | 0 | 0 | 0 |
| SHELLEY JOHNSON | ||||||||
| 5565 SOUTH 700 EAST | WHITESTOWN | IN | 46075 | VP STUDENT SERVICES | 0.00 | 0 | 0 | 0 |
| KELLI KELLER | ||||||||
| 5565 SOUTH 700 EAST | WHITESTOWN | IN | 46075 | VP STAFF SERVICES | 0.00 | 0 | 0 | 0 |
| JENNIFER LUCZAK | ||||||||
| 5565 SOUTH 700 EAST | WHITESTOWN | IN | 46075 | VP STAFF SERVICES | 0.00 | 0 | 0 | 0 |
| SCOTT OLSON | ||||||||
| 5565 SOUTH 700 EAST | WHITESTOWN | IN | 46075 | NEWSLETTER EDITOR | 0.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRpt |
| Made Changes To Orgnzng Etc Doc | 0 | MadeChangesToOrgnzngEtcDoc |
| Organization Had UBI | 0 | OrganizationHadUBI |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtc |
| Direct Indirect Political Expend | 0 | DirectIndirectPoliticalExpend |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficers |
| Tax Imposed Under IRC4911 | 0 | TaxImposedUnderIRC4911 |
| Tax Imposed Under IRC4912 | 0 | TaxImposedUnderIRC4912 |
| Tax Imposed Under IRC4955 | 0 | TaxImposedUnderIRC4955 |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTrans |
| Amount Of Tax Imposed On Org Mgr | 0 | AmountOfTaxImposedOnOrgMgr |
| Amount Of Tax Reimbursed By Org | 0 | AmountOfTaxReimbursedByOrg |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| States Where Copy Of Return Is Filed | IN | StatesWhereCopyOfReturnIsFiled |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TERESA WARR | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5565 SOUTH 700 EAST | AddressLine1 |
| City | WHITESTOWN | City |
| State | IN | State |
| ZIP Code | 46075 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3178731240 | TelephoneNumber |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Foreign Office | 0 | ForeignOffice |
| Maintain Any Donor Advised Funds | 0 | MaintainAnyDonorAdvisedFunds |
| Does Org Have Hospital | 0 | DoesOrgHaveHospital |
| Tanning Services Provided | 0 | TanningServicesProvided |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Engage Political Cmpgn Activities | 0 | EngagePoliticalCmpgnActivities |
| Engage In Lobbying Activities | 0 | EngageInLobbyingActivities |
| Operating School | 0 | OperatingSchool |
| Trnsfrs Exempt Non Char Related Org | 0 | TrnsfrsExemptNonCharRelatedOrg |
| Part VI Of Comp Of Highest Paid Empl | NONE | PartVIOfCompOfHighestPaidEmpl |
| Part VIA Hghst Paid Cntrct Prof Ser | NONE | PartVIAHghstPaidCntrctProfSer |
| Filed Schedule A | 1 | FiledScheduleA |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 21800 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 20871 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 20396 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 18926 | CurrentTaxYearMinus1Year |
| Current Tax Year | 23117 | CurrentTaxYear |
| Total | 105110 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 21110 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 22170 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 20558 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 23847 | CurrentTaxYearMinus1Year |
| Current Tax Year | 18091 | CurrentTaxYear |
| Total | 105776 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 42910 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 43041 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 40954 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 42773 | CurrentTaxYearMinus1Year |
| Current Tax Year | 41208 | CurrentTaxYear |
| Total | 210886 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 210886 | PublicSupportTotal509 |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 413 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 649 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 311 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 829 | CurrentTaxYearMinus1Year |
| Current Tax Year | 749 | CurrentTaxYear |
| Total | 2951 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 43323 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 43690 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 41265 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 43602 | CurrentTaxYearMinus1Year |
| Current Tax Year | 41957 | CurrentTaxYear |
| Total | 213837 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.98620 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.98730 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00000 | InvestmentIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | 8TH GRADE PARTY | NameOfEvent1 |
| Gross Receipts Event1 | 7714 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 1255 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 6459 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 4976 | OtherDirectExpensesEvent1 |
| Name Of Event2 | SPIRIT WEAR | NameOfEvent2 |
| Gross Receipts Event2 | 6336 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 6336 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 6298 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 4042 | GrossReceiptsOtherEvents |
| Gross Revenue Other Events | 4042 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 2854 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 18092 | GrossReceiptsTotal |
| Charitable Contributions Total | 1255 | CharitableContributionsTotal |
| Gross Revenue Total Events | 16837 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 14128 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 14128 | DirectExpenseSummaryEvents |
| Net Income Summary | 2709 | NetIncomeSummary |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| OTHER REVENUE | FORM 990-EZ, PART I, LINE 8 | DESCRIPTION: MISCELLANEOUS INCOME. AMOUNT: 749. |
| GRANTS AND SIMILAR AMOUNTS PAID | FORM 990-EZ, PART I, LINE 10 | ACTIVITY CLASSIFICATION: CONTRIBUTION. GRANTEE NAME: BOONE MEADOW PTO. AMOUNT GIVEN: 500. |
| GRANTS AND SIMILAR AMOUNTS PAID | FORM 990-EZ, PART I, LINE 10 | ACTIVITY CLASSIFICATION: ENRICHMENT GRANTS. GRANTEE NAME: VARIOUS TEACHERS AT ZIONSVILLE WEST MIDDLE SCHOOL. AMOUNT GIVEN: 17,555. |
| GRANTS AND SIMILAR AMOUNTS PAID | FORM 990-EZ, PART I, LINE 10 | ACTIVITY CLASSIFICATION: SCHOLARSHIPS/ASSISTANCE. GRANTEE NAME: VARIOUS STUDENTS AT ZIONSVILLE WEST MIDDLE SCHOOL. AMOUNT GIVEN: 220. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 18,275. |
| OTHER EXPENSES | FORM 990-EZ, PART I, LINE 16 | DESCRIPTION: ENRICHMENT. AMOUNT: 3,498. DESCRIPTION: STUDENT SERVICES. AMOUNT: 723. DESCRIPTION: OPERATIONS EXPENSES. AMOUNT: 191. DESCRIPTION: STAFF SERVICES. AMOUNT: 905. DESCRIPTION: HOSPITALITY. AMOUNT: 135. TOTAL TO FORM 990-EZ, LINE 16: 5,452. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | THE 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. | Declaration |
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