Nonprofit · EIN 27-2994551
WESLEY CHAPEL ELEMENTARY PTO
Tax-exempt · MONROE, NC 28110
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990-EZ | $158,688 | $181,862 | -$23,174 | $93,412 | – | $93,412 |
| July 31, 2024 | 990-EZ | $177,140 | $146,362 | $30,778 | $116,586 | – | $116,586 |
| July 31, 2023 | 990-EZ | $186,975 | $129,496 | $57,479 | $85,808 | – | $85,808 |
Financial details: 990-EZ for the year ended July 31, 2025
Revenue
- Contributions, gifts and grants
- $145,913
- Membership dues
- $12,775
Expenses
- Benefits paid to members
- $232
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $725
- Printing, publications and postage
- $503
- Other expenses
- $180,402
- Program services (functional)
- $182,571
Balance sheet and other
- Total assets, start of year
- $116,586
- Total assets, end of year
- $93,412
- Total liabilities, end of year
- –
- Net assets, end of year
- $93,412
- Cash, savings and investments
- $93,412
- Gross receipts
- $158,688
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 |
|---|---|---|---|
| LAUREN BROWN | PRESIDENT | 20 | $0 |
| TRACI RUBBICCO | TREASURER | 5 | $0 |
| ERIN GAHREN | VP COMMUNICATIONS | 5 | $0 |
| CAROLINE TRINH | VP OF FAMILY EVENTS | 5 | $0 |
| HANNAH MCLENDON | VP OF TEACHER APPRECIATION | 5 | $0 |
| ANGELA GUILZIO | VP OF ADMINISTRATION | 5 | $0 |
| JESSICA MILLIGAN | SECRETARY | 10 | $0 |
| TARA FULLERTON | VICE PRESIDENT | 15 | $0 |
| ROSE GROSSE | MEMBER AT LARGE | 1 | $0 |
| AYANNA MCCLINTON | MEMBER AT LARGE | 1 | $0 |
| DEBRA LOCASCIO | HISTORIAN | 5 | $0 |
| LAUREN TETA | MEMBER AT LARGE | 1 | $0 |
| ELSA BRITTAIN | VP OF FAMILY EVENTS | 5 | $0 |
990-EZ for the year ended July 31, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LAUREN BROWN | PRESIDENT | 20 | $0 |
| TRACI RUBBICCO | TREASURER | 5 | $0 |
| ERIN GAHREN | VP COMMUNICATIONS | 5 | $0 |
| CAROLINE TRINH | VP OF FAMILY EVENTS | 5 | $0 |
| HANNAH MCLENDON | VP OF TEACHER APPRECIATION | 5 | $0 |
| STACY PASSERELL | VP OF FUNDRAISING | 5 | $0 |
| ANGELA GUILZIO | VP OF ADMINISTRATION | 5 | $0 |
| JESSICA MILLIGAN | SECRETARY | 5 | $0 |
| TARA FULLERTON | VICE PRESIDENT | 15 | $0 |
| ROSE GROSSE | MEMBER AT LARGE | 5 | $0 |
| AYANNA MCCLINTON | MEMBER AT LARGE | 5 | $0 |
990-EZ for the year ended July 31, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LAUREN BROWN | PRESIDENT | 20 | $0 |
| TARA FULLERTON | TREASURER | 12 | $0 |
| ERIN GAHREN | VP COMMUNICATIONS | 5 | $0 |
| CAROLINE TRINH | VP OF FAMILY EVENTS | 5 | $0 |
| EMILY MASIMER | VP OF ADMINISTRATION | 8 | $0 |
| HANNA MCLENDON | MEMBER AT LARGE | 5 | $0 |
| ANGELA GUILZIO | MEMBER AT LARGE | 5 | $0 |
| STACY PASSERELL | VP OF FUNDRAISING | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 110 S POTTER RD, MONROE, NC 28110-9551
- In care of
- % KRYSTIN PETRILLI
- Mailing address (990-N for 2020)
- 110 s potter rd, monroe NC 28110
- Principal officer (990-N for 2020)
- Tara Fullerton, 110 S potter rd, monroe NC 28110
- Signed the 990-EZ
- TRACI RUBBICCO, TREASURER
- Phone
- (843) 323-6933
- Website
- wesleychapelpto.com
- Return prepared by
- CARLINI CPA PLLC
Mission
PROVIDE SUPPORT TO WESLEY CHAPEL ELEMENTARY SCHOOL
Program accomplishments
- TO PROVIDE SUPPORT FOR FACULTY, STUDENTS AND THEIR FAMILIES TO ENRICH THE EDUCATION OF THOSE AT WESLEY CHAPEL ELEMENTARY SCHOOLExpenses $182,571 · grants $202,445
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
- 27-2994551
- 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
- 2011
- Accounting year ends
- July
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $93,412
- Income (IRS master file)
- $158,688
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | July 2025 | $158,688 | $181,862 | $93,412 | XML |
| 990-EZ | July 2024 | $177,140 | $146,362 | $116,586 | XML |
| 990-EZ | July 2023 | $186,975 | $129,496 | $85,808 | XML |
| 990-EZ | July 2022 | – | – | – | IRS |
| 990-N for 2020 Officer: Tara Fullerton | July 31, 2021 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2019 Officer: Tara Fullerton | July 31, 2020 | ≤ $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 27-2994551).
Questions about WESLEY CHAPEL ELEMENTARY PTO
- What is the EIN of WESLEY CHAPEL ELEMENTARY PTO?
- The employer identification number (EIN) of WESLEY CHAPEL ELEMENTARY PTO is 27-2994551.
- Is WESLEY CHAPEL ELEMENTARY PTO tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to WESLEY CHAPEL ELEMENTARY PTO tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WESLEY CHAPEL ELEMENTARY 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 WESLEY CHAPEL ELEMENTARY 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 WESLEY CHAPEL ELEMENTARY 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 WESLEY CHAPEL ELEMENTARY PTO?
- The 990-N for 2020 names Tara Fullerton.
- Who are the officers and directors of WESLEY CHAPEL ELEMENTARY PTO?
- The 990-EZ for the year ended July 31, 2025 lists 13 people; 0 received compensation from the organization.
- How much revenue does WESLEY CHAPEL ELEMENTARY PTO have?
- On its 990-EZ for the year ended July 31, 2025 it reported revenue of $158,688, expenses of $181,862 and total assets of $93,412 at year end.
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