LILJA ELEMENTARY SCHOOL PTO: Form 990EZ, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LILJA ELEMENTARY SCHOOL PTO (EIN 46-3570676)
- Tax period
- 2023-08-01 to 2024-07-31
- Filed
- 2025-01-23
- IRS object ID
- 202540239349200204
- Schema version
- 2023v6.0
- 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 | 2025-01-23T04:33:10-08:00 | ReturnTs |
| Tax Period End | 2024-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043432473 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Turner & Costa PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 190 Littleton Rd | AddressLine1Txt |
| City | Westford | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01886 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2023-08-01 | 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 | Shannon O'Brien | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 5083199378 | PhoneNum |
| Signature | 2024-12-10 | SignatureDt |
| 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 | Lisa A Babineau | PreparerPersonNm |
| PTIN | P00074757 | PTIN |
| Phone | 9786923291 | PhoneNum |
| Preparation | 2025-01-23 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | 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 | $47,707 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $6,100 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $0 | ProgramServiceRevenueAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Investment Income | $18 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Gain Or Loss From Sale Of Assets | $0 | GainOrLossFromSaleOfAssetsAmt |
| Fundraising Gross Income | $41,589 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $0 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $41,589 | SpecialEventsNetIncomeLossAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | $0 | GrossProfitLossSlsOfInvntryAmt |
| Total Revenue | $47,707 | TotalRevenueAmt |
| Benefits Paid To Or For Members | $44,777 | BenefitsPaidToOrForMembersAmt |
| Fees And Other Pymt To Ind Cntrct | $7,000 | FeesAndOtherPymtToIndCntrctAmt |
| Printing Publications Postage | $126 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $11,449 | OtherExpensesTotalAmt |
| Total Expenses | $63,352 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$15,645 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $44,029 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $28,384 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,029 | BOYAmt |
| EOY | $28,184 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $200 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,029 | BOYAmt |
| EOY | $28,384 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,029 | BOYAmt |
| EOY | $28,384 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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/staffsupport. | $0 | $20,936 |
| PTO engagement/teacher appreciation | $0 | $4,269 |
| Cultural Arts | $0 | $15,986 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $41,191 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (4 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| Shannon O'Brien | ||||
| President | 15.00 | $0 | $0 | $0 |
| Meghan Bradford | ||||
| Vice President | 15.00 | $0 | $0 | $0 |
| Chris Sykes | ||||
| Treasurer | 10.00 | $0 | $0 | $0 |
| Alison Sullivan | ||||
| Secretary | 10.00 | $0 | $0 | $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 |
| 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 |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Shannon O'Brien | PersonNm |
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 | 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 | $9,079 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,412 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,392 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $28,340 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,100 | CurrentTaxYearAmt |
| Total | $75,323 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,277 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,864 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $44,320 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $85,685 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $41,589 | CurrentTaxYearAmt |
| Total | $192,735 | 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 | $27,356 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,276 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $57,712 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $114,025 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $47,689 | CurrentTaxYearAmt |
| Total | $268,058 | 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 | $268,058 | 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 |
| Current Tax Year | $18 | CurrentTaxYearAmt |
| Total | $36 | 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 |
| Current Tax Year | $18 | CurrentTaxYearAmt |
| Total | $36 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $268,094 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99990 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99990 | PublicSupportPY509Pct |
| Investment Income CY | 0.00010 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00010 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Fundraising Events | Event1Nm |
| Gross Receipts Event1 | $41,589 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $41,589 | GrossRevenueEvent1Amt |
| Gross Receipts Total | $41,589 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $41,589 | GrossRevenueTotalEventsAmt |
| Net Income Summary | $41,589 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990EZ, Part I, Line 16 | Insurance Expense 375. |
| Form 990EZ, Part I, Line 16 | Office Expense & Supplies 6805. |
| Form 990EZ, Part I, Line 16 | Teacher Expense 4269. |
| Form 990EZ, Part II, Line 24 | Prepaid Expenses 200. |