Nonprofit · EIN 20-3634980
BEAL PTO
Tax-exempt · SHREWSBURY, MA 01545
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990-EZ | $38,526 | $31,173 | $7,353 | $50,315 | $0 | $50,315 |
| July 31, 2024 | 990-EZ | $37,018 | $44,632 | -$7,614 | $42,962 | $0 | $42,962 |
Financial details: 990-EZ for the year ended July 31, 2025
Revenue
- Contributions, gifts and grants
- $34,361
- Program service revenue
- $0
- Investment income
- $103
- Net income from fundraising events
- $4,062
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $1,175
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fees and payments to contractors
- $54
- Other expenses
- $29,944
- Program services (functional)
- $29,861
Balance sheet and other
- Total assets, start of year
- $42,962
- Total assets, end of year
- $50,315
- Total liabilities, end of year
- $0
- Net assets, end of year
- $50,315
- Cash, savings and investments
- $50,315
- Gross receipts
- $54,971
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 |
|---|---|---|---|
| Anna Dealy | President | 2 | $0 |
| Heather Ostrander | Co-Vice President | 2 | $0 |
| Jay Dealy | Co-Vice President | 2 | $0 |
| Jennifer Parshall | Treasurer | 2 | $0 |
| Emily Adcock | Secretary | 0 | $0 |
990-EZ for the year ended July 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Anna Dealy | Co-President | 2 | $0 |
| Joanna MacLeod | Co-President | 2 | $0 |
| Heather Ostrander | Vice President | 2 | $0 |
| Jennifer Parshall | Co-Treasurer | 2 | $0 |
| Kathleen Stockwell | Co-Treasurer | 2 | $0 |
| Emily Adcock | Secretary | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 214 LAKE ST, SHREWSBURY, MA 01545-3960
- Mailing address (990-N for 2022)
- 214 Lake Street, Shrewsbury MA 01545
- Principal officer (990-N for 2022)
- Anna Dealy, 16 Fyrbeck Avenue, Shrewsbury MA 01545
- Signed the 990-EZ
- Anna Dealy, President
- Phone
- (508) 841-8860
Mission
See Schedule O, Part III, Line 28-31 The Beal PTO (aka Beal Parent Teacher Organization), is an independent, single-school organization that operates under its own By-Laws. The Beal PTO's purpose is the following: A. To promote opportunities for students by funding educational, cultural and recreational enrichment programs and activities. B. To offer learning opportunities for parents and the community on issues related to the education and welfare of children by sponsoring parent forums and workshops, hosting speakers, etc. C. To respond, with volunteers and available funds, to the needs of the school as identified by the PTO, faculty, school administrators, and staff. D. To encourage a spirit of communication, cooperation and trust among parents, faculty, school administrators, staff, and the Shrewsbury community. E. To provide opportunities for the physical, emotional and social growth of the children attending Beal School and their families.
Program accomplishments
- Enrichment activities for grades K-4 including in school presentation, field trips and associated transportation.Expenses $18,681
- Recess and school supplies including school mascot costume and banner. Also includes classroom mini-grants.Expenses $3,509 · grants $1,175
- Community building such as teacher and staff appreciation events, field day, bookworm party, and graduation event.Expenses $7,671
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
- 20-3634980
- 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
- 2006
- Accounting year ends
- July
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B94)
- Assets (IRS master file)
- $50,315
- Income (IRS master file)
- $54,971
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | July 2025 | $38,526 | $31,173 | $50,315 | XML |
| 990-EZ | July 2024 | $37,018 | $44,632 | $42,962 | XML |
| 990-N for 2022 Officer: Anna Dealy | July 31, 2023 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2021 Officer: Rachel Sharifipour | July 31, 2022 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2020 Officer: MICHELLE K CONLIN | July 31, 2021 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2018 Officer: Michelle Conlin | July 31, 2019 | ≤ $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 20-3634980).
Questions about BEAL PTO
- What is the EIN of BEAL PTO?
- The employer identification number (EIN) of BEAL PTO is 20-3634980.
- Is BEAL PTO tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to BEAL PTO tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BEAL 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 BEAL 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 BEAL 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 BEAL PTO?
- The 990-N for 2022 names Anna Dealy.
- Who are the officers and directors of BEAL PTO?
- The 990-EZ for the year ended July 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does BEAL PTO have?
- On its 990-EZ for the year ended July 31, 2025 it reported revenue of $38,526, expenses of $31,173 and total assets of $50,315 at year end.
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