SUMMERFIELD ELEMENTARY PTO INC: Form 990EZ, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- SUMMERFIELD ELEMENTARY PTO INC (EIN 81-0998496)
- Tax period
- 2025-07-01 to 2026-06-30
- Filed
- 2026-08-13
- IRS object ID
- 202612259349200106
- Schema version
- 2025v4.0
- 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 | 2026-08-13T07:22:32-04:00 | ReturnTs |
| Tax Period End | 2026-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222981982 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FALLON & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1390 STATE ROUTE 36 STE 102 | AddressLine1Txt |
| City | HAZLET | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07730 | 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 | 810998496 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUMMERFIELD ELEMENTARY PTO INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SUMM | BusinessNameControlTxt |
| Phone | 7327762200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 SUMMERFIELD LANE | AddressLine1Txt |
| City | NEPTUNE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07753 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JESSICA JONES | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7329885200 | PhoneNum |
| Signature | 2026-08-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARIANNE CARADONIO | PreparerPersonNm |
| PTIN | P01053878 | PTIN |
| Phone | 7328882070 | PhoneNum |
| Preparation | 2026-08-13 | PreparationDt |
| 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 | $55,312 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Program Service Revenue | $6,861 | ProgramServiceRevenueAmt |
| Fundraising Gross Income | $48,451 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $17,848 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $30,603 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $37,464 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $375 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $36,407 | OtherExpensesTotalAmt |
| Total Expenses | $36,782 | TotalExpensesAmt |
| Excess Or Deficit For Year | $682 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $10,937 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $11,619 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,937 | BOYAmt |
| EOY | $11,619 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,937 | BOYAmt |
| EOY | $11,619 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,937 | BOYAmt |
| EOY | $11,619 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | THE SUMMERFIELD ELEMENTARY PTO, INC. ORGANIZES ACTIVITIES AND EVENTS TO BENEFIT THE STUDENTS AND FAMILIES OF SUMMERFIELD ELEMENTARY SCHOOL. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | THE SUMMERFIELD ELEMENTARY PTO, INC. ORGANIZES AND SUPPORTS ACTIVITIES AND EVENTS SUCH AS FIELD DAY, FIELD TRIPS, DANCES, ETC. FOR THE STUDENTS AND FAMILIES OF THE SUMMERFIELD ELEMENTARY SCHOOL. | DescriptionProgramSrvcAccomTxt |
| Program Service Expenses | $33,522 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $33,522 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (4 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| MICHAEL HOFFMAN | ||
| VICE PRESIDE | 5.00 | $0 |
| GABI BRUNO | ||
| PRESIDENT | 5.00 | $0 |
| JESSICA JONES | ||
| TREASURER | 5.00 | $0 |
| STEPHANIE WIEMKEN | ||
| 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 |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JESSICA JONES | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 SUMMERFIELD LANE | AddressLine1Txt |
| City | NEPTUNE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07753 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7327762200 | 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 |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,432 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $2,422 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $309 | CurrentTaxYearMinus1YearAmt |
| Total | $5,163 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $26,916 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,544 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $38,424 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $43,665 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $48,451 | CurrentTaxYearAmt |
| Total | $180,000 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,832 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,817 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,306 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,323 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,861 | CurrentTaxYearAmt |
| Total | $26,139 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $31,180 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,361 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $45,152 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $54,297 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $55,312 | CurrentTaxYearAmt |
| Total | $211,302 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $211,302 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1 | CurrentTaxYearMinus1YearAmt |
| Total | $12 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1 | CurrentTaxYearMinus1YearAmt |
| Total | $12 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $31,181 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,362 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $45,161 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $54,298 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $55,312 | CurrentTaxYearAmt |
| Total | $211,314 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99990 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99990 | 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 | READ A THON | Event1Nm |
| Gross Receipts Event1 | $12,185 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $12,185 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $648 | OtherDirectExpensesEvent1Amt |
| Event2 | BOOK FAIR | Event2Nm |
| Gross Receipts Event2 | $9,981 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $9,981 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $6,884 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $7,149 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $7,149 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $5,426 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $29,315 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $29,315 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $12,958 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $12,958 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $16,357 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 16 | GERTRUDE HAWK CANDY COST OF GOODS SOLD 681 PIES COST OF GOODS SOLD 1,253 EXPENSES 488 340 PROGRAM SERVICES 33,522 FEES 123 TOTAL 36,407 |
| FORM 990-EZ, PART III | THE SUMMERFIELD ELEMENTARY PTO, INC. ORGANIZES ACTIVITIES AND EVENTS TO BENEFIT THE STUDENTS AND FAMILIES OF SUMMERFIELD ELEMENTARY SCHOOL. |
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