MONTESSORI CENTRE PTA: Form 990EZ, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MONTESSORI CENTRE PTA (EIN 20-1849771)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2023-09-15
- IRS object ID
- 202302589349201100
- 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 | 2023-09-15T10:19:19-07:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 464739020 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LARRY J CARTER CPA LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1112 VAUGHN CREST DR | AddressLine1Txt |
| City | FRANKLIN | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37069 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201849771 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONTESSORI CENTRE PTA INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MONT | BusinessNameControlTxt |
| Phone | 6152896395 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4608 GRANNY WHITE PIKE | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37220 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIANA J MULLENAX | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6152896395 | PhoneNum |
| Signature | 2023-08-31 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BRIANA | PersonFirstNm |
| Person Last | MULLENAX | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LARRY J CARTER | PreparerPersonNm |
| PTIN | P00034898 | PTIN |
| Phone | 6154783059 | PhoneNum |
| Preparation | 2023-09-15 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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 | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $68,115 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $4,149 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $0 | ProgramServiceRevenueAmt |
| Membership Dues | $4,446 | 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 | $59,520 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $8,919 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $50,601 | SpecialEventsNetIncomeLossAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | $0 | GrossProfitLossSlsOfInvntryAmt |
| Total Revenue | $59,196 | TotalRevenueAmt |
| Printing Publications Postage | $248 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $67,116 | OtherExpensesTotalAmt |
| Total Expenses | $67,364 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$8,168 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $60,725 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $52,557 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,262 | BOYAmt |
| EOY | $64,456 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108 | BOYAmt |
| EOY | $0 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,370 | BOYAmt |
| EOY | $64,456 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $645 | BOYAmt |
| EOY | $11,899 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,725 | BOYAmt |
| EOY | $52,557 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | PARENT/TEACHER ASSOCIATION | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (4 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| SEE ATTACHED SCHEDULE O | $0 | $54,012 |
| THE PTA ASSISTS WITH THE COST TO MAINTAIN A GARDEN ONSCHOOL PROPERTY FOR CHILDREN TO GROW VEGETABLES. | $0 | $3,299 |
| THE PTA SPONSORS THE SCHOOL SUNSHINE COMMITTEE. THIS COMMITTEE SUPPORTS THE TEACHERS AND FAMILIES OF MONTESSORI CENTRE WITH MEALS, GIFTS, AND "SUNSHINE." | $0 | $4,903 |
| 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 2023, THE PTA ASSISTED WITH THE COSTS TO PURCHASE NEW PLAYGROUND EQUIPMENT. WE ALSO ASSISTED THE SCHOOL WITH THE COSTS ASSOCIATED WITH UPGRADING VARIOUS SECURITY FEATURES AROUND THE PROPERTY. THE PTA ALSO USED FUNDS FROM THE AUCTION TO SEND SEVERAL TEACHERS TO AN ANNUAL MONTESSORI EDUCATION CONFERENCE. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $62,214 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (4 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| SAMANTHA INGLIS | ||||
| PRESIDENT | 2.50 | $0 | $0 | $0 |
| AMANDA MANCEAU-KHA | ||||
| VICE PRESIDENT | 2.50 | $0 | $0 | $0 |
| BRIANA MULLENAX | ||||
| TREASURER | 2.50 | $0 | $0 | $0 |
| MICHELLE BALFOUR | ||||
| SECRETARY | 2.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| 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 |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIANA J MULLENAX | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4608 GRANNY WHITE PIKE | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37220 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6152896395 | 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 | $8,118 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,925 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,435 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,700 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,595 | CurrentTaxYearAmt |
| Total | $31,773 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $49,655 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,420 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,425 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,310 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $59,520 | CurrentTaxYearAmt |
| Total | $168,330 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $57,773 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,345 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,860 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $30,010 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $68,115 | CurrentTaxYearAmt |
| Total | $200,103 | 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 | $200,103 | PublicSupportTotal509Amt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $200,103 | 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 | SILENT AUCTION | Event1Nm |
| Gross Receipts Event1 | $59,520 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $59,520 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $0 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $4,904 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $4,015 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $59,520 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $59,520 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $0 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $4,904 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $4,015 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $8,919 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $50,601 | NetIncomeSummaryAmt |
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteer Labor Bingo | Yes (true) | VolunteerLaborBingoInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt III, Line 31 | 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 2023, THE PTA ASSISTED WITH THE COSTS TO PURCHASE NEW PLAYGROUND EQUIPMENT. WE ALSO ASSISTED THE SCHOOL WITH THE COSTS ASSOCIATED WITH UPGRADING VARIOUS SECURITY FEATURES AROUND THE PROPERTY. THE PTA ALSO USED FUNDS FROM THE AUCTION TO SEND SEVERAL TEACHERS TO AN ANNUAL MONTESSORI EDUCATION CONFERENCE. |
| Pt V, PBC | 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. |
| Form 990EZ, Part I, Line 16 | BOARD EXPENSES 1044. |
| Form 990EZ, Part I, Line 16 | GARDEN EXPENSE 3299. |
| Form 990EZ, Part I, Line 16 | LEGAL & PROFESSIONAL 20. |
| Form 990EZ, Part I, Line 16 | SUNSHINE COMMITTEE 4903. |
| Form 990EZ, Part I, Line 16 | PTA MEETINGS 202. |
| Form 990EZ, Part I, Line 16 | AUCTION PROCEED PURCHASES 54013. |
| Form 990EZ, Part I, Line 16 | FALL SOCIAL 1698. |
| Form 990EZ, Part I, Line 16 | TSHIRTS 1937. |
| Form 990EZ, Part II, Line 26 | DUE TO CONVENANT SUNSHINE COMMITTEE 0. 430. |
| Form 990EZ, Part II, Line 26 | ACCRUED SECURITY INVOICE - AUCTION PURCHASE 0. 11469. |
| Form 990EZ, Part II, Line 26 | ACCRUED EXPENSES 645. 0. |