Nonprofit · EIN 20-0622642
SHEPHERD ELEMENTRY PTO
Tax-exempt · MOORESVILLE, NC 28115
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990-EZ | $67,294 | $58,714 | $8,580 | $39,563 | $0 | $39,563 |
| July 31, 2024 | 990-EZ | $130,023 | $124,899 | $5,124 | $30,983 | $0 | $30,983 |
| July 31, 2023 | 990-EZ | $125,963 | $115,191 | $10,772 | $25,859 | $0 | $25,859 |
Financial details: 990-EZ for the year ended July 31, 2025
Revenue
- Contributions, gifts and grants
- $67,294
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $2,160
- Other expenses
- $56,554
- Program services (functional)
- $58,714
Balance sheet and other
- Total assets, start of year
- $30,983
- Total assets, end of year
- $39,563
- Total liabilities, end of year
- $0
- Net assets, end of year
- $39,563
- Cash, savings and investments
- $39,563
- Gross receipts
- $67,294
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 July 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AMBER DURAN | PRESIDENT | 5 | $0 |
| BRITTANY BROWN | VICE-PRESIDENT | 5 | $0 |
| MORGAN MASENCUP | VOLUNTEER COORDINATOR | 5 | $0 |
| CAITLYN ADAMS | SOCIAL MEDIA SECRETARY | 5 | $0 |
| HEATHER WOODS | SECRETARY | 5 | $0 |
| BRITTNEY POZEGA | ROOM PARENT CRDNTR & FUNDRAISING CH | 5 | $0 |
| JOHNATHAN GREER | TREASURER | 5 | $0 |
| STEPHANIE INGRAM | STAFF APPRECIATION COORDINATOR | 5 | $0 |
| CAITLYN ADAMS | VOLUNTEER COORDINATOR | 5 | $0 |
| BRITTANY BROWN | VOLUNTEER COORDINATOR | 5 | $0 |
| CAITLYN ADAMS | SOCIAL MEDIA SECRETARY | 5 | $0 |
| AMY JOHNSON | STAFF APPRECIATION COORDIN | 5 | $0 |
990-EZ for the year ended July 31, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KAYLA PSAOS | PRESIDENT | 5 | $0 |
| AMANDA OATES | PRESIDENT | 5 | $0 |
| AMBER DURAN | VICE-PRESIDENT | 5 | $0 |
| AMANDA OATES | SECRETARY | 5 | $0 |
| HEATHER WOODS-HUNT | SECRETARY | 5 | $0 |
| JESSICA MCCORMICK | ROOM PARENT COORDINATOR | 5 | $0 |
| JOHNATHAN GREER | TREASURER | 5 | $0 |
| KAYLA PSAOS | SECRETARY | 5 | $0 |
| CAITLYN ADAMS | VOLUNTEER COORDINATOR | 5 | $0 |
| BRITTANY BROWN | VOLUNTEER COORDINATOR | 5 | $0 |
| CAITLYN ADAMS | SOCIAL MEDIA SECRETARY | 5 | $0 |
| AMY JOHNSON | STAFF APPRECIATION COORDINATOR | 5 | $0 |
990-EZ for the year ended July 31, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DIANA BUCHER | PRESIDENT | 5 | $0 |
| AMANDA OATES | PRESIDENT | 5 | $0 |
| AMANDA OATES | VICE-PRESIDENT | 5 | $0 |
| ASHLEY PETERS | VICE-PRESIDENT | 5 | $0 |
| AMANDA CAIN | TREASURER | 5 | $0 |
| JOHNATHAN GREER | TREASURER | 5 | $0 |
| AMBER WOOD | CO-TREASURER | 5 | $0 |
| JOHNATHAN GREER | SECRETARY | 5 | $0 |
| KAYLA PSAOS | SECRETARY | 5 | $0 |
| ASHLEY PETERS | VOLUNTEER COORDINATOR | 5 | $0 |
| CAITLYN ADAMS | VOLUNTEER COORDINATOR | 5 | $0 |
| CINDY BROTHERTON | STAFF APPRECIATION COORDINATOR | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 1748 CHARLOTTE HWY, MOORESVILLE, NC 28115-9464
- In care of
- % MARIE VOLLRATH
- Mailing address (990-N for 2017)
- Statesville Highway, Mooresville NC 28115
- Principal officer (990-N for 2017)
- Jamie Buzze, Statesville Highway, Mooresville NC 28115
- Signed the 990-EZ
- JOHNATHAN GREER, TREASURER
- Phone
- (704) 574-8337
- Return prepared by
- JAY B MAREADY CPA PA
Mission
PRIMARY EXEMPT PURPOSEFUNDRAISING ACTIVITIES FOR THE STAFF, PARENTS AND CHILDREN OF SHEPHERD ELEMENTARY.
Program accomplishments
- FUNDRAISING ACTIVITIES FOR THE STAFF, PARENTS AND CHILDREN OF SHEPHERD ELEMENTARY.Expenses $58,714
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 July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990-EZ on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990-EZ on file |
IRS record
- EIN
- 20-0622642
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2008
- Accounting year ends
- July
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B112)
- Assets (IRS master file)
- $39,563
- Income (IRS master file)
- $67,294
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | July 2025 | $67,294 | $58,714 | $39,563 | XML |
| 990-EZ | July 2024 | $130,023 | $124,899 | $30,983 | XML |
| 990-EZ | July 2023 | $125,963 | $115,191 | $25,859 | XML |
| 990-EZ | July 2022 | – | – | – | IRS |
| 990-EZ | July 2021 | – | – | – | IRS |
| 990-EZ | July 2019 | – | – | – | IRS |
| 990-N for 2017 Officer: Jamie Buzze | July 31, 2018 | ≤ $50,000 receipts | – | – | e-Postcard |
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 20-0622642).
Questions about SHEPHERD ELEMENTRY PTO
- What is the EIN of SHEPHERD ELEMENTRY PTO?
- The employer identification number (EIN) of SHEPHERD ELEMENTRY PTO is 20-0622642.
- Is SHEPHERD ELEMENTRY PTO tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
- Are donations to SHEPHERD ELEMENTRY PTO tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SHEPHERD ELEMENTRY PTO 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 SHEPHERD ELEMENTRY PTO due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SHEPHERD ELEMENTRY PTO last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended July 2025.
- Who is the principal officer of SHEPHERD ELEMENTRY PTO?
- The 990-N for 2017 names Jamie Buzze.
- Who are the officers and directors of SHEPHERD ELEMENTRY PTO?
- The 990-EZ for the year ended July 31, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does SHEPHERD ELEMENTRY PTO have?
- On its 990-EZ for the year ended July 31, 2025 it reported revenue of $67,294, expenses of $58,714 and total assets of $39,563 at year end.
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