CHARLTON PARENT TEACHER ORGANIZATIO N: Form 990EZ, tax year 2021
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- Organization
- CHARLTON PARENT TEACHER ORGANIZATIO N (EIN 04-3199952)
- Tax period
- 2021-08-01 to 2022-07-31
- Filed
- 2023-01-31
- IRS object ID
- 202300319349200435
- Schema version
- 2021v4.0
- 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 | 2023-01-31T15:08:01-05:00 | ReturnTs |
| Tax Period End | 2022-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 822185824 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADAM M BEAUDRY CPA LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 GROVE ST SUITE 112 | AddressLine1Txt |
| City | WORCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01605 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2021-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043199952 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLTON PARENT TEACHER | BusinessNameLine1Txt |
| Business Name Line2 | ORGANIZATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAR | BusinessNameControlTxt |
| Phone | 7749223017 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 OXFORD ROAD | AddressLine1Txt |
| City | CHARLTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01507 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALYCIA DZIK | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7749223017 | PhoneNum |
| Signature | 2022-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ALYCIA | PersonFirstNm |
| Person Last | DZIK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ADAM M BEAUDRY CPA | PreparerPersonNm |
| PTIN | P01697748 | PTIN |
| Phone | 5089268040 | PhoneNum |
| Preparation | 2023-01-31 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-03-07 01:45:13Z | 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 | WWW.DCRSD.ORG/PARENTS.CFM | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Assoc | Yes (X) | TypeOfOrganizationAssocInd |
| Gross Receipts | $45,600 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $443 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $15 | InvestmentIncomeAmt |
| Fundraising Gross Income | $45,142 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $15,339 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $29,803 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $30,261 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $619 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $23,959 | OtherExpensesTotalAmt |
| Total Expenses | $24,578 | TotalExpensesAmt |
| Excess Or Deficit For Year | $5,683 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $58,138 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | -$4,225 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $59,596 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,326 | BOYAmt |
| EOY | $50,009 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,812 | BOYAmt |
| EOY | $9,587 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,138 | BOYAmt |
| EOY | $59,596 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,138 | BOYAmt |
| EOY | $59,596 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | RAISE FUNDS TO BENEFIT CHARLTON PUBLIC SCHOOLS. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (4 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|
| CULTURAL ENRICHMENT PROGRAMS. | |
| ELEMENTARY SCHOOL SERVICES INCLUDING ART SUPPLIES, TECHNOLOGY SUPPLIES, STUDENT ACTIVITY FUNDS, LIBRARY BOOKS, FIELD TRIP TRANSPORTATION. | $18,478 |
| TEACHER/STAFF APPRECIATION AND STUDENT YEAR END ACTIVITIES. | $5,226 |
| CHARITABLE GIVING TO LOCAL FOOD PANTRYS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $23,704 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (7 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| MICHELE GAUDREAU | ||
| PRESIDENT | 2.00 | $0 |
| KRISTEN LEMIRE | ||
| VICE PRESIDE | 2.00 | $0 |
| ALYCIA DZIK | ||
| TREASURER | 2.00 | $0 |
| CHELSEA KOSMA | ||
| SECRETARY | 2.00 | $0 |
| CARLA COAN | ||
| ELEMENTARY R | 2.00 | $0 |
| TINA SPENCER | ||
| ELEMENTARY R | 2.00 | $0 |
| SHANNON WILK | ||
| MIDDLE SCHOO | 2.00 | $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 | MA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALYCIA DZIK | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18 OLD WORCESTER RD EXT | AddressLine1Txt |
| City | CHARLTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01507 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7749223017 | 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 | $727 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,659 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,317 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,304 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $443 | CurrentTaxYearAmt |
| Total | $5,450 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $103,542 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $120,772 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $79,192 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,410 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $45,142 | CurrentTaxYearAmt |
| Total | $353,058 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $104,269 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $122,431 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $80,509 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,714 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $45,585 | CurrentTaxYearAmt |
| Total | $358,508 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $358,508 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $72 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $107 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15 | CurrentTaxYearAmt |
| Total | $219 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $72 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $107 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15 | CurrentTaxYearAmt |
| Total | $219 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $104,281 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $122,444 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $80,581 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,821 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $45,600 | CurrentTaxYearAmt |
| Total | $358,727 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99940 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99940 | 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 | FUNDRAISERS > | Event1Nm |
| Gross Receipts Event1 | $22,688 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $22,688 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $6,626 | OtherDirectExpensesEvent1Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Total | $22,688 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $22,688 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $6,626 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $6,626 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $16,062 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 16 | EXPENSES INSURANCE 255 STAFF APPRECIATION 3,014 SUB-SEPARATE EXPENSES 415 OPEN HOUSE 791 SUPPLIES 356 CLASSROOM GRANTS 1,711 FIELD TRIPS 8,942 CLASSROOM SUPPLIES 7,469 OTHER EXPENSES 1,006 TOTAL 23,959 |
| FORM 990-EZ, PART I, LINE 20 | NET CHANGE IN BENEFICIAL INTEREST -4,225 |
| FORM 990-EZ, PART II, LINE 24 | BENEFICIAL INTEREST IN AGENCY FUND 13,812 9,587 TOTAL 13,812 9,587 |
| FORM 990-EZ, PART III, LINE 31 | CHARITABLE GIVING TO LOCAL FOOD PANTRYS |