STATESVILLE MONTESSORI SCHOOL PTO: Form 990EZ, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- STATESVILLE MONTESSORI SCHOOL PTO (EIN 56-2047784)
- Tax period
- 2025-07-01 to 2026-06-30
- Filed
- 2026-07-27
- IRS object ID
- 202602089349200790
- Schema version
- 2025v4.1
- 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 | 2026-07-27T10:41:24-07:00 | ReturnTs |
| Tax Period End | 2026-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 261961327 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J STACY COOKE CPA PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 147 NORTH MAIN STREET | AddressLine1Txt |
| City | GRANITE FALLS | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28630 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2025-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 562047784 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STATESVILLE MONTESSORI SCHOOL PARENT TEACHER ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STAT | BusinessNameControlTxt |
| Phone | 7048731092 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1012 HARMONY DRIVE | AddressLine1Txt |
| City | STATESVILLE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28677 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NICHOLAS HARKNETT | PersonNm |
| Person Title | TREASUER | PersonTitleTxt |
| Phone | 7048731092 | PhoneNum |
| Signature | 2026-07-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | J STACY COOKE CPA PLLC | PreparerPersonNm |
| PTIN | P00530373 | PTIN |
| Phone | 8283962315 | PhoneNum |
| Preparation | 2026-07-27 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | 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 | $57,657 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $145 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $1,518 | ProgramServiceRevenueAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Investment Income | $0 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Gain Or Loss From Sale Of Assets | $0 | GainOrLossFromSaleOfAssetsAmt |
| Fundraising Gross Income | $51,884 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $14,532 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $37,352 | SpecialEventsNetIncomeLossAmt |
| Gross Sales Of Inventory | $4,110 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $3,567 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | $543 | GrossProfitLossSlsOfInvntryAmt |
| Total Revenue | $39,558 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $425 | FeesAndOtherPymtToIndCntrctAmt |
| Printing Publications Postage | $91 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $49,631 | OtherExpensesTotalAmt |
| Total Expenses | $50,147 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$10,589 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $66,232 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $55,643 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,232 | BOYAmt |
| EOY | $55,643 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,232 | BOYAmt |
| EOY | $55,643 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,232 | BOYAmt |
| EOY | $55,643 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | SCHOOL PARENT TEACHER ORGANIZATION THAT GIVES SUPPORT TO TEACHERS IN THE FORM OF SUPPLIES AND EQUIPMENT TO ASSIST WITH SCHOOL PROGRAMS | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | SUPPORT GIVEN TO TEACHERS FOR SUPPLIES, EQUIPMENT, VARIOUS PROGRAMS BENEFITING THE SCHOOL | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $0 | GrantsAndAllocationsAmt |
| Program Service Expenses | $64,477 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $64,477 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (3 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| ELIZABETH JOHNSON | ||||
| PRESIDENT | 2.00 | $0 | $0 | $0 |
| SAMANTHA WOODY | ||||
| SECRETARY | 2.00 | $0 | $0 | $0 |
| NICHOLAS HARKNETT | ||||
| TREASURER | 2.00 | $0 | $0 | $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 |
| Initiation Fees And Cap Contri | $0 | InitiationFeesAndCapContriAmt |
| Gross Receipts For Public Use | $0 | GrossReceiptsForPublicUseAmt |
| 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 | NICHOLAS HARKNETT | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1012 HARMONY DRIVE | AddressLine1Txt |
| City | STATESVILLE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28677 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7045289934 | 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 |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
| Other Support Sum | $0 | OtherSupportSumAmt |
| Public Support CY170 | 0 | PublicSupportCY170Pct |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,500 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,592 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $100 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,402 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $143 | CurrentTaxYearAmt |
| Total | $16,737 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,868 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $52,092 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $43,314 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $35,559 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $57,512 | CurrentTaxYearAmt |
| Total | $216,345 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $30,368 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $57,684 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $43,414 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $43,961 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $57,655 | CurrentTaxYearAmt |
| Total | $233,082 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $233,082 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $30,368 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $57,684 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $43,414 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $43,961 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $57,655 | CurrentTaxYearAmt |
| Total | $233,082 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 1.00000 | PublicSupportCY509Pct |
| Public Support PY509 | 1.00000 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | 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 | REVERSE RAFFLE | Event1Nm |
| Gross Receipts Event1 | $29,983 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $29,983 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $8,200 | CashPrizesEvent1Amt |
| Food And Beverage Event1 | $6,181 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $151 | OtherDirectExpensesEvent1Amt |
| Event2 | SPRING SPONSORSHIP | Event2Nm |
| Gross Receipts Event2 | $19,455 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $19,455 | GrossRevenueEvent2Amt |
| Gross Receipts Total | $49,438 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $49,438 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $8,200 | CashPrizesTotalEventsAmt |
| Food And Beverage Total Events | $6,181 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $151 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $14,532 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $34,906 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990EZ, Part I, Line 16 | ADVERTISING 2895. |
| Form 990EZ, Part I, Line 16 | EQUIPMENT 26317. |
| Form 990EZ, Part I, Line 16 | EQUIPMENT RENTAL 595. |
| Form 990EZ, Part I, Line 16 | INSURANCE 300. |
| Form 990EZ, Part I, Line 16 | PROGRAMS 10651. |
| Form 990EZ, Part I, Line 16 | REPAIRS AND MAINTENANCE 803. |
| Form 990EZ, Part I, Line 16 | SUPPLIES 776. |
| Form 990EZ, Part I, Line 16 | TEACHER APPRECIATION 6402. |
| Form 990EZ, Part I, Line 16 | UNIFORMS 892. |
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