MONTESSORI CENTRE PTA: Form 990EZ, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
MONTESSORI CENTRE PTA (EIN 20-1849771)
Tax period
2025-07-01 to 2026-06-30
Filed
2026-09-11
IRS object ID
202622549349200227
Schema version
2025v4.2
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

FieldValueIRS element (for citing)
Return2026-09-11T11:13:43-05:00ReturnTs
Tax Period End2026-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN396037917PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ROBERT W BAIRD & CO INCORPORATEDBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11600 WEST END AVENUEAddressLine1Txt
CityNASHVILLECityNm
State AbbreviationTNStateAbbreviationCd
ZIP37203ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2025-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201849771EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MONTESSORI CENTRE PTA INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMONTBusinessNameControlTxt
Phone6152896395PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14608 GRANNY WHITE PIKEAddressLine1Txt
CityNASHVILLECityNm
State AbbreviationTNStateAbbreviationCd
ZIP37220ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBARBARA BLACKWELLPersonNm
Person TitleTREASURERPersonTitleTxt
Phone6153730897PhoneNum
Signature2026-09-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRIANA MULLENAXPreparerPersonNm
PTINP00897592PTIN
Phone6153417044PhoneNum
FieldValueIRS element (for citing)
Tax2025TaxYr

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$44,048GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$6,646ContributionsGiftsGrantsEtcAmt
Membership Dues$4,850MembershipDuesAmt
Fundraising Gross Income$32,055FundraisingGrossIncomeAmt
Special Events Direct Expenses$25,695SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$6,360SpecialEventsNetIncomeLossAmt
Other Revenue Total$497OtherRevenueTotalAmt
Total Revenue$18,353TotalRevenueAmt
Printing Publications Postage$601PrintingPublicationsPostageAmt
Other Expenses Total$12,375OtherExpensesTotalAmt
Total Expenses$12,976TotalExpensesAmt
Excess Or Deficit For Year$5,377ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$15,387NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$20,764NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$15,387BOYAmt
EOY$20,764EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$15,387BOYAmt
EOY$20,764EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$15,387BOYAmt
EOY$20,764EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposePARENT/TEACHER ASSOCIATIONPrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtProgram Service ExpensesProgramServiceExpensesAmt
THE PTA RAISES MONEY TO HOST EVENTS THAT BRING PARENTS, TEACHERS AND STUDENTS TOGETHER. THE MONEY RAISED FROM THESE EVENTS IS USED TO ASSIST THE SCHOOL WITH EXPENSES TO ENHANCE CHILDREN'S EDUCATIONAL EXPERIENCE. IN FY 2026, THE PTA ASSISTED WITH THE COST TO PURCHASE NEW TODDLER PLAYGROUND EQUIPMENT AND NEW CLIMBING ACCESSORIES FOR THE PRIMARY PLAYGROUND.$0$6,681
THE PTA ASSISTS WITH THE COSTS TO MAINTAIN A GARDEN ON SCHOOL PROPERTY FOR CHILDREN TO GROW VEGETABLES.$0$1,851
ACTIVITIES RELATED TO COMMUNITY ENGAGEMENT$0$4,444
FieldValueIRS element (for citing)
Total Program Service Expenses$12,976TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (3 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
KELSEY HEEREN
SECRETARY1.50$0$0$0
BARBARA BLACKWELL
TREASURER1.50$0$0$0
MARTIN MCCOOL
PRESIDENT1.50$0$0$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt0ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI0OrganizationHadUBIInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Made Loans To From Officers0MadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonBARBARA BLACKWELLPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line14608 GRANNY WHITE PIKEAddressLine1Txt
CityNASHVILLECityNm
State AbbreviationTNStateAbbreviationCd
ZIP37220ZIPCd
FieldValueIRS element (for citing)
Phone6153730897PhoneNum
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
School Operating0SchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (1)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,700CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,700CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$8,594CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8,940CurrentTaxYearMinus1YearAmt
Current Tax Year$18,851CurrentTaxYearAmt
Total$47,785TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$24,310CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$58,075CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$50,600CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$24,873CurrentTaxYearMinus1YearAmt
Current Tax Year$31,080CurrentTaxYearAmt
Total$188,938TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$30,010CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$63,775CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$59,194CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$33,813CurrentTaxYearMinus1YearAmt
Current Tax Year$49,931CurrentTaxYearAmt
Total$236,723TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$236,723PublicSupportTotal509Amt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$30,010CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$63,775CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$59,194CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$33,813CurrentTaxYearMinus1YearAmt
Current Tax Year$49,931CurrentTaxYearAmt
Total$236,723TotalAmt
FieldValueIRS element (for citing)
Public Support CY5091.00000PublicSupportCY509Pct
Public Support PY5091.00000PublicSupportPY509Pct
Investment Income CY0.00000InvestmentIncomeCYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1SCHOOL AUCTIONEvent1Nm
Gross Receipts Event1$32,055GrossReceiptsEvent1Amt
Gross Revenue Event1$32,055GrossRevenueEvent1Amt
Other Direct Expenses Event1$25,695OtherDirectExpensesEvent1Amt
Gross Receipts Total$32,055GrossReceiptsTotalAmt
Gross Revenue Total Events$32,055GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$25,695OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$25,695DirectExpenseSummaryEventsAmt
Net Income Summary$6,360NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 8 - OTHER REVENUEDESCRIPTION: KROGER INCOME. AMOUNT: 169. DESCRIPTION: T SHIRT SALES. AMOUNT: 315. DESCRIPTION: MISCELLANEOUS INCOME. AMOUNT: 13. TOTAL TO FORM 990-EZ, LINE 8: 497.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: GARDEN EXPENSE. AMOUNT: 1,851. DESCRIPTION: PARENT SOCIAL. AMOUNT: 1,515. DESCRIPTION: PTA MEETING EXPENSE. AMOUNT: 1,622. DESCRIPTION: SUNSHINE EXPENSE. AMOUNT: 706. DESCRIPTION: PLAYGROUND EQUIPMENT. AMOUNT: 6,681. TOTAL TO FORM 990-EZ, LINE 16: 12,375.

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

FieldValueIRS element (for citing)
DeclarationTHE 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.DeclarationDesc

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