WINDSOR PARENT TEACHER ORGANIZATION: Form 990EZ, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- WINDSOR PARENT TEACHER ORGANIZATION (EIN 46-0595604)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2015-09-15
- IRS object ID
- 201542589349200129
- Schema version
- 2014v5.0
- 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 | 2015-09-15T12:30:18-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 472118083 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AVALLON & ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 819 S MAIN ST PO BOX 513 | AddressLine1Txt |
| City | DEFOREST | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53532 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 460595604 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINDSOR PARENT TEACHER ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WIND | BusinessNameControlTxt |
| Phone | 6088464000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4352 WINDSOR ROAD | AddressLine1Txt |
| City | WINDSOR | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53598 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHELE ELLIOTT | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6088464000 | PhoneNum |
| Signature | 2015-09-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANTHONY VALLON CPA | PreparerPersonNm |
| PTIN | P00266067 | PTIN |
| Phone | 6088465491 | PhoneNum |
| Preparation | 2015-09-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | 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 Other | Yes (X) | TypeOfOrganizationOtherInd |
| Type Of Organization Other | ORGANIZATION | TypeOfOrganizationOtherDesc |
| Gross Receipts | $74,582 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Fundraising Gross Income | $74,453 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $46,850 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $27,603 | SpecialEventsNetIncomeLossAmt |
| Gross Sales Of Inventory | $129 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $2 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | $127 | GrossProfitLossSlsOfInvntryAmt |
| Total Revenue | $27,730 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $29,625 | GrantsAndSimilarAmountsPaidAmt |
| Total Expenses | $29,625 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$1,895 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $11,027 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $9,132 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,027 | BOYAmt |
| EOY | $9,132 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,027 | BOYAmt |
| EOY | $9,132 | 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 | $11,027 | BOYAmt |
| EOY | $9,132 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | WINDSOR PARENT TEACHER ORGANIZATION'S (WPTO) PURPOSE IS TO ENCOURAGE PARENTS TO ACTIVELY PARTICIPATE IN THE CHILDREN'S EDUCATIONAL EXPERIENCE AND INSPIRE STUDENTS TO ACHIEVE THEIR FULL POTENTIAL TO LEARN, SOCIALIZE AND GROW. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| WPTO HAS WORKED WITH THE STAFF AT WINDSOR ELEMENTRY SCHOOL TO STRENGTHEN OUR SCHOOL COMMUNITY, ENCOURAGE PARENTS TO ACTIVELY PARTICIPATE IN THE CHILDREN'S EDUCATIONAL EXPERIENCE, AND INSPIRE STUDENTS TO ACHIEVE THEIR FULL POTENTIAL TO LEARN, SOCIALIZE AND GROW. | $0 | $0 |
| WPTO HAS COORDINATED FUNDRAISING AND VOLUNTEERING EFFORTS TO PURCHASE INSTRUCTIONAL ITEMS, TO FUND STUDENT EVENTS, ACTIVITIES, AND SCHOOL ENHANCEMENTS, AND TO ENRICH THE LEARNING EXPERIENCE FOR STUDENTS. | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $0 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (4 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| JULIE MARTINELLI | ||||
| PRESIDENT | 5.00 | $0 | $0 | $0 |
| NOELLE LAWTON | ||||
| VICE PRESIDENT | 4.00 | $0 | $0 | $0 |
| ABBY GIESE | ||||
| SECRETARY | 2.00 | $0 | $0 | $0 |
| MICHELE ELLIOTT | ||||
| TREASURER | 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 | MICHELE ELLIOTT | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4352 WINDSOR ROAD | AddressLine1Txt |
| City | WINDSOR | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53598 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6088464000 | 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 Minus2 Years | $18,962 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $303 | CurrentTaxYearMinus1YearAmt |
| Total | $19,265 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $75,191 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $80,328 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $74,582 | CurrentTaxYearAmt |
| Total | $230,101 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $94,153 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $80,631 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $74,582 | CurrentTaxYearAmt |
| Total | $249,366 | 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 | $249,366 | PublicSupportTotal509Amt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $94,153 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $80,631 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $74,582 | CurrentTaxYearAmt |
| Total | $249,366 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| First5 Years509 | Yes (X) | First5Years509Ind |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | WE RUN | Event1Nm |
| Gross Receipts Event1 | $23,535 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $23,535 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $2,972 | OtherDirectExpensesEvent1Amt |
| Event2 | BOOK FAIR | Event2Nm |
| Gross Receipts Event2 | $22,018 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $22,018 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $22,113 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 7 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $28,902 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $28,902 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $21,763 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $74,455 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $74,455 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $46,848 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $46,848 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $27,607 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 7 - SALES OF INVENTORY | INCOME: GROSS RECEIPTS: 129. RETURNS AND ALLOWANCES: 0. LESS COST OF GOODS SOLD: 2. GROSS PROFIT: 127. COST OF GOODS SOLD: INVENTORY AT BEGINNING OF YEAR: 0. MERCHANDISE PURCHASED: 0. COST OF LABOR: 0. MATERIALS AND SUPPLIES: 0. OTHER COSTS: 2. INVENTORY AT END OF YEAR: 0. COST OF GOODS SOLD: 2. |
| FORM 990-EZ, PART I, LINE 7B - OTHER COSTS | DESCRIPTION: . AMOUNT: 2. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: . GRANTEE NAME: WINDSOR ELEMENTARY SCHOOL. GRANTEE ADDRESS: 4352 WINDSOR ROAD WINDSOR, WI 53598. PROPERTY DESCRIPTION: JOURNEYS PROGRAM, SMARTBOARDS, IPADS. METHOD USED TO DETERMINE BOOK VALUE: PURCHASE. METHOD USED TO DETERMINE FMV: PURCHASE. BOOK VALUE OF PROPERTY: 24,800. AMOUNT GIVEN: 24,800. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: . GRANTEE NAME: DEFOREST AREA SCHOOL DISTRICT. GRANTEE ADDRESS: 520 EAST HOLUM STREET DE FOREST, WI 53532. PROPERTY DESCRIPTION: CASH. METHOD USED TO DETERMINE BOOK VALUE: CASH. METHOD USED TO DETERMINE FMV: CASH. BOOK VALUE OF PROPERTY: 4,825. AMOUNT GIVEN: 4,825. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 29,625. |
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 |