LILJA ELEMENTARY SCHOOL PTO: Form 990EZ, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- LILJA ELEMENTARY SCHOOL PTO (EIN 46-3570676)
- Tax period
- 2022-08-01 to 2023-07-31
- Filed
- 2024-06-11
- IRS object ID
- 202431639349200423
- Schema version
- 2022v5.0
- 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 | 2024-06-11T11:45:44-05:00 | ReturnTs |
| Tax Period End | 2023-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 464122151 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHOFER DILLBERG & COMPANY INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 190 N MAIN STREET THIRD FLOOR | AddressLine1Txt |
| City | NATICK | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01760 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2022-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 463570676 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LILJA ELEMENTARY SCHOOL PTO INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LILJ | BusinessNameControlTxt |
| Phone | 5083199378 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 41 BACON STREET | AddressLine1Txt |
| City | NATICK | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01760 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KRISTEN NILL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5083199378 | PhoneNum |
| Signature | 2024-06-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KRISTEN | PersonFirstNm |
| Person Last | NILL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NICOLE DILLBERG | PreparerPersonNm |
| PTIN | P01356890 | PTIN |
| Phone | 5085458405 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | 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 | LILJAPTO.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $114,025 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $28,340 | ContributionsGiftsGrantsEtcAmt |
| Fundraising Gross Income | $85,685 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $40,644 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $45,041 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $73,381 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $2,000 | GrantsAndSimilarAmountsPaidAmt |
| Other Expenses Total | $77,767 | OtherExpensesTotalAmt |
| Total Expenses | $79,767 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$6,386 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $50,415 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $44,029 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,415 | BOYAmt |
| EOY | $44,029 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,415 | BOYAmt |
| EOY | $44,029 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,415 | BOYAmt |
| EOY | $44,029 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | CHILD, TEACHER AND FAMILY ADVOCACY SUPPORT | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| CLASSROOM ENRICHMENT/IMPROVEMENTS, AND TEACHER/STAFF SUPPORT | $0 | $25,367 |
| PTO ENGAGEMENT/TEACHER APPRECIATION | $0 | $8,373 |
| CULTURAL ARTS | $0 | $9,363 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $43,103 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (5 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| KRISTEN NILL | ||||
| PRESIDENT | 15.00 | $0 | $0 | $0 |
| LAUREN THOMSON | ||||
| TREASURER | 20.00 | $0 | $0 | $0 |
| STACEY CHAPMAN | ||||
| COMMUNICATIONS DIRECTOR | 15.00 | $0 | $0 | $0 |
| KATRINA KNIGHTS | ||||
| SECRETARY | 10.00 | $0 | $0 | $0 |
| MEGHAN COBB | ||||
| VICE PRESIDENT | 10.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAUREN THOMSON | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 41 BACON STREET | AddressLine1Txt |
| City | NATICK | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01760 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5083199378 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| School Operating | 0 | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (1) | 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 | $5,780 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,079 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,412 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,392 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,340 | CurrentTaxYearAmt |
| Total | $75,003 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $28,141 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,277 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,864 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $44,320 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $85,685 | CurrentTaxYearAmt |
| Total | $179,287 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $33,921 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $27,356 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,276 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $57,712 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $114,025 | CurrentTaxYearAmt |
| Total | $254,290 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $254,290 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7 | CurrentTaxYearMinus3YearsAmt |
| Total | $18 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7 | CurrentTaxYearMinus3YearsAmt |
| Total | $18 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $33,932 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $27,363 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,276 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $57,712 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $114,025 | CurrentTaxYearAmt |
| Total | $254,308 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99990 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99980 | PublicSupportPY509Pct |
| Investment Income CY | 0.00010 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00020 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | CARNIVAL | Event1Nm |
| Gross Receipts Event1 | $39,543 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $39,543 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $20,916 | OtherDirectExpensesEvent1Amt |
| Event2 | AUCTION | Event2Nm |
| Gross Receipts Event2 | $38,251 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $38,251 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $17,280 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 3 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $7,891 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $7,891 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $2,448 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $85,685 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $85,685 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $40,644 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $40,644 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $45,041 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: . GRANTEE NAME: REBECCA DIPALMA. GRANTEE RELATIONSHIP: UNRELATED. PROPERTY DESCRIPTION: SCHOLARSHIP GIVEN TO UNRELATED RECIPIENTS. AMOUNT GIVEN: 1,000. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: . GRANTEE NAME: AARON MILLER. GRANTEE RELATIONSHIP: UNRELATED. PROPERTY DESCRIPTION: SCHOLARSHIP GIVEN TO UNRELATED RECIPIENTS. AMOUNT GIVEN: 1,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 2,000. |
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: PROGRAM SERVICE EXPENDITURES - CLASSROOM/STAFF. AMOUNT: 25,367. DESCRIPTION: PROGRAM SERVICE EXPENDITURES - TEACHER APPRECIATION. AMOUNT: 8,373. DESCRIPTION: PROGRAM SERVICE EXPENDITURES - CULTURAL ARTS. AMOUNT: 9,363. DESCRIPTION: SPECIAL PROGRAMS. AMOUNT: 25,939. DESCRIPTION: SPIRITWEAR. AMOUNT: 1,994. DESCRIPTION: INSURANCE. AMOUNT: 375. DESCRIPTION: GENERAL ADMIN EXPENSE. AMOUNT: 5,082. DESCRIPTION: TECHNOLOGY AND SOFTWARE. AMOUNT: 1,274. TOTAL TO FORM 990-EZ, LINE 16: 77,767. |
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. | DeclarationDesc |