Nonprofit · EIN 04-3454497
WESTFORD ELEMENTARY PARENT TEACHER ORGANIZATION INC
Tax-exempt · WESTFORD, MA 01886
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $172,555 | $173,260 | -$705 | $105,354 | – | $105,354 |
| June 30, 2024 | 990 | $182,684 | $169,753 | $12,931 | $106,059 | $0 | $106,059 |
| June 30, 2023 | 990-EZ | $162,361 | $169,008 | -$6,647 | $93,128 | – | $93,128 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $50,768
- Program service revenue
- $76,037
- Investment income
- $64
- Net gain from sales of assets
- $9,875
- Net income from fundraising events
- $35,811
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $2,386
- Printing, publications and postage
- $65
- Other expenses
- $170,809
- Program services (functional)
- $167,233
Balance sheet and other
- Total assets, start of year
- $106,059
- Total assets, end of year
- $105,354
- Total liabilities, end of year
- –
- Net assets, end of year
- $105,354
- Cash, savings and investments
- $105,354
- Gross receipts
- $189,679
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jamie Holmes | President & Director | 4 | $0 |
| Jennifer Smagula | Treasurer | 4 | $0 |
| Ruth Margetts | Vice President | 4 | $0 |
| Janine Jones | Clerk | 4 | $0 |
990 for the year ended June 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jamie Holmes | President & Director Trustee or director, Officer | 4 | $0 |
| Jennifer Smagula | Treasurer Officer | 4 | $0 |
| Ruth Margetts | Vice President Officer | 4 | $0 |
| Janine Jones | Clerk Officer | 4 | $0 |
990-EZ for the year ended June 30, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jamie Holmes | President and Director | 4 | $0 |
| Jennifer Smagula | Treasurer | 4 | $0 |
| Janine Jones | Clerk | 4 | $0 |
| Ruth Margetts | Vice President | 4 | $0 |
Address and contacts
- Address (IRS master file)
- 25 DEPOT ST, WESTFORD, MA 01886-2602
- Signed the 990-EZ
- Jennifer Smagula, Treasurer
- Phone
- (978) 692-5580
- Return prepared by
- Cross CPA Tax & Advisory
Mission
See Part III statement
Program accomplishments
- Arts and Enrichment Programs - Provide a variety of artsand enrichment programs for all students, including authorvisits, science programs, exercise and movement programs, etc.Expenses $65,451
- School Events - Provide funds for school events that enrichschool community and school friendships, including movie nights, graduation programs, math and science nights, etc.Expenses $51,278
- Staff Appreciation Events - Provide funds for staff appreciation events, including meals at teacher conferences,holiday events, end-of-year lunches, etc.Expenses $27,010
- School gifts - Provide funds and purchase items for school principals and teachers to subsidize identified needs in the schools.Expenses $23,494
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 04-3454497
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2005
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B94)
- Assets (IRS master file)
- $105,354
- Income (IRS master file)
- $189,679
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $172,555 | $173,260 | $105,354 | IRS |
| 990 | June 2024 | $182,684 | $169,753 | $106,059 | XML |
| 990-EZ | June 2023 | $162,361 | $169,008 | $93,128 | XML |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-3454497).
Questions about WESTFORD ELEMENTARY PARENT TEACHER ORGANIZATION INC
- What is the EIN of WESTFORD ELEMENTARY PARENT TEACHER ORGANIZATION INC?
- The employer identification number (EIN) of WESTFORD ELEMENTARY PARENT TEACHER ORGANIZATION INC is 04-3454497.
- Is WESTFORD ELEMENTARY PARENT TEACHER ORGANIZATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to WESTFORD ELEMENTARY PARENT TEACHER ORGANIZATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WESTFORD ELEMENTARY PARENT TEACHER ORGANIZATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of WESTFORD ELEMENTARY PARENT TEACHER ORGANIZATION INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WESTFORD ELEMENTARY PARENT TEACHER ORGANIZATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
- Who are the officers and directors of WESTFORD ELEMENTARY PARENT TEACHER ORGANIZATION INC?
- The 990-EZ for the year ended June 30, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does WESTFORD ELEMENTARY PARENT TEACHER ORGANIZATION INC have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $172,555, expenses of $173,260 and total assets of $105,354 at year end.
Other nonprofits in WESTFORD
- HISTORY UNERASED INC EIN 47-2852025 · last filed 990 for 2025
- WESTFORD EDUCATION FOUNDATION INCORPORATED EIN 30-0188678 · last filed 990-EZ for 2025
- WESTFORD ACADEMY STUDENT SUPPORTERS INC EIN 85-4121818 · last filed 990-EZ for 2025
- THOMAS H OCONNOR SR SCHOLARSHIP FUND INC EIN 84-1831428 · last filed 990-EZ for 2025
- MICHAEL J LORDEN MEMORIAL SCHOLARSHIP EIN 20-2897564 · last filed 990-PF for 2025
- MICHAEL S SNYDER FOUNDATION EIN 82-3613267 · last filed 990-N for 2025
- WESTFORD ACADEMY ATHLETIC BOOSTERS EIN 54-2194618 · last filed 990-N for 2025
- GUMMYBEARS ROBOTICS EIN 33-3346785 · last filed 990-N for 2025