SHADES CAHABA ELEMENTARY PTO: Form 990EZ, tax year 2020
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- Organization
- SHADES CAHABA ELEMENTARY PTO (EIN 81-3022015)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2021-08-25
- IRS object ID
- 202102379349200405
- Schema version
- 2020v4.1
- 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 | 2021-08-25T08:25:04-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 630960730 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STONE AVANT & DANIELS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 OXMOOR ROAD STE 200 | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 813022015 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHADES CAHABA ELEMENTARY PTO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHAD | BusinessNameControlTxt |
| Phone | 2058711113 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3001 INDEPENDENCE DRIVE | AddressLine1Txt |
| City | HOMEWOOD | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35209 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATE SMITH | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2058711113 | PhoneNum |
| Signature | 2021-08-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KATE | PersonFirstNm |
| Person Last | SMITH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CARY CHERRY | PreparerPersonNm |
| PTIN | P02147034 | PTIN |
| Phone | 2058709898 | PhoneNum |
| Preparation | 2021-08-24 | PreparationDt |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | 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.SCESPTO.MEMBERSHIPTOOLKIT.COM | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Assoc | Yes (X) | TypeOfOrganizationAssocInd |
| Gross Receipts | $138,456 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $33,168 | ContributionsGiftsGrantsEtcAmt |
| Membership Dues | $1,400 | MembershipDuesAmt |
| Investment Income | $290 | InvestmentIncomeAmt |
| Fundraising Gross Income | $57,984 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $12,016 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $45,968 | SpecialEventsNetIncomeLossAmt |
| Gross Sales Of Inventory | $45,614 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $32,556 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | $13,058 | GrossProfitLossSlsOfInvntryAmt |
| Total Revenue | $93,884 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $44,752 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $2,256 | FeesAndOtherPymtToIndCntrctAmt |
| Printing Publications Postage | $750 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $10,530 | OtherExpensesTotalAmt |
| Total Expenses | $58,288 | TotalExpensesAmt |
| Excess Or Deficit For Year | $35,596 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $146,369 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $181,965 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $146,369 | BOYAmt |
| EOY | $181,965 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $146,369 | BOYAmt |
| EOY | $181,965 | 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 | $146,369 | BOYAmt |
| EOY | $181,965 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | THE PTO EXISTS TO SUPPORT THE STAFF AND STUDENTS OF SHADES CAHABA ELEMENTARY SCHOOL (THE "SCHOOL") BY PROVIDING AND PROMOTING A DEDICATED AND INNOVATIVE COMMUNITY OF PARENTS, TEACHERS AND SUPPORTERS THROUGH THE VOLUNTEERING OF TIME AND TALENTS, THE DEMONSTRATION OF EXCEPTIONAL CHARACTER AND THE MANAGEMENT AND ALLOCATION OF FUNDRAISING. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | SCHOOL ENHANCEMENT, TEACHER GRANTS AND SPECIAL EDUCATIONAL EXPENSES THAT BENEFIT ALL STUDENTS | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $44,752 | GrantsAndAllocationsAmt |
| Program Service Expenses | $0 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $0 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (5 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| CARLA DUMONTIER | ||||
| PRESIDENT | 5.00 | $0 | $0 | $0 |
| SHANNON HICKS | ||||
| PRESIDENT ELECT | 2.00 | $0 | $0 | $0 |
| KATE SMITH | ||||
| TREASURER | 2.00 | $0 | $0 | $0 |
| DALEY KING | ||||
| ASSISTANT TREASURER | 2.00 | $0 | $0 | $0 |
| KATIE WAHL | ||||
| SECRETARY | 2.00 | $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 |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PTO TREASURER | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3001 INDEPENDENCE DRIVE | AddressLine1Txt |
| City | HOMEWOOD | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2058711113 | 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $58,083 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $76,060 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $39,674 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $45,038 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $34,568 | CurrentTaxYearAmt |
| Total | $253,423 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $58,083 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $76,060 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $39,674 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $45,038 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $34,568 | CurrentTaxYearAmt |
| Total | $253,423 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $253,423 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $121 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $290 | CurrentTaxYearAmt |
| Total | $411 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $253,834 | TotalSupportAmt |
| First5 Years170 | Yes (X) | First5Years170Ind |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | WINTER FESTIVAL | Event1Nm |
| Gross Receipts Event1 | $55,324 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $22,750 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $32,574 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $8,303 | OtherDirectExpensesEvent1Amt |
| Event2 | OWLMAZING RACE | Event2Nm |
| Gross Receipts Event2 | $25,410 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $25,410 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $3,713 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $80,734 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $22,750 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $57,984 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $12,016 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $12,016 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $45,968 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME | DESCRIPTION: INTEREST INCOME . AMOUNT: 290. |
| FORM 990-EZ, PART I, LINE 7 - SALES OF INVENTORY | INCOME: GROSS RECEIPTS: 45,614. RETURNS AND ALLOWANCES: 0. LESS COST OF GOODS SOLD: 32,556. GROSS PROFIT: 13,058. COST OF GOODS SOLD: INVENTORY AT BEGINNING OF YEAR: 0. MERCHANDISE PURCHASED: 0. COST OF LABOR: 0. MATERIALS AND SUPPLIES: 32,556. OTHER COSTS: 0. INVENTORY AT END OF YEAR: 0. COST OF GOODS SOLD: 32,556. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: SCHOOL ENHANCEMENT GRANTS. GRANTEE NAME: SHADES CAHABA ELEMENTARY SCHOOL. GRANTEE ADDRESS: 3001 INDEPENDENCE DRIVE HOMEWOOD, AL 35209. GRANTEE RELATIONSHIP: AFFILIATED SCHOOL. AMOUNT GIVEN: 44,752. |
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: ADMINISTRATIVE EXPENSES . AMOUNT: 1,105. DESCRIPTION: BANK/CREDIT CARD FEES . AMOUNT: 130. DESCRIPTION: TEACHER APPRECIATION . AMOUNT: 7,521. DESCRIPTION: FIFTH GRADE EXPENSES . AMOUNT: 911. DESCRIPTION: KINDERGARTEN ORIENTATION . AMOUNT: 748. DESCRIPTION: PTO HOSPITALITY . AMOUNT: 115. TOTAL TO FORM 990-EZ, LINE 16: 10,530. |
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 |