Nonprofit · EIN 27-3542408
MONTGOMERY ELEMENTARY PTO INC
Tax-exempt · BROOKHAVEN, GA 30319
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $249,824 | $162,000 | $87,824 | $229,292 | $0 | $229,292 |
| June 30, 2024 | 990 | $212,350 | $191,922 | $20,428 | $141,468 | $0 | $141,468 |
| June 30, 2023 | 990 | $103,791 | $179,826 | -$76,035 | $121,040 | $0 | $121,040 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $290,124
- Membership dues
- $15,480
- Program service revenue
- $0
- Investment income
- $3,997
- Net income from fundraising events
- -$49,649
- Net income from sales of inventory
- $5,352
- Other revenue
- -$44,297
Expenses
- Grants and similar amounts paid
- $19,736
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $37,905
- Accounting fees
- $3,800
- Program services (functional)
- $87,568
- Management and general (functional)
- $5,219
- Fundraising (functional)
- $69,213
Balance sheet and other
- Total assets, start of year
- $141,468
- Total assets, end of year
- $229,292
- Total liabilities, end of year
- $0
- Net assets, end of year
- $229,292
- Net assets without donor restrictions
- $229,292
- Gross receipts
- $310,233
- Employees
- 0
- Volunteers
- 13
- Year formed
- 2010
- State of legal domicile
- GA
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 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JESSICA FELFOLDI | PRESIDENT Trustee or director, Officer | 20 | $0 |
| JOSH BROWN | PRESIDENT ELECT, VP ENDOWMENT FUND Trustee or director, Officer | 10 | $0 |
| RACHEL BAESLER | TREASURER Trustee or director, Officer | 10 | $0 |
| JENNIFER MUSERALLO | SECRETARY Trustee or director, Officer | 3 | $0 |
| DAWN POWELL | PARLIAMENTARIAN Trustee or director, Officer | 2 | $0 |
| STEPHANIE WILLIAMS | VP ACADEMIC AFFAIRS Trustee or director, Officer | 2 | $0 |
| MARIEL DEYONKER | VP ACADEMIC AFFAIRS Trustee or director, Officer | 2 | $0 |
| JENNIFER BURKE | VP ADMINISTRATION Trustee or director, Officer | 5 | $0 |
| KRISTEN SCHUST | VP COMMUNICATIONS Trustee or director, Officer | 2 | $0 |
| JESSICA HILL | VP EDUCATIONAL ENHANCEMENT Trustee or director, Officer | 2 | $0 |
| KRISTEN KYZER | VP EVENTS Trustee or director, Officer | 2 | $0 |
| EMILY DUDKIEWICZ | VP FUNDRAISING Trustee or director, Officer | 3 | $0 |
| KATY ADAMS | CHAIR-PRINCIPAL ADVISORY COUNCIL Trustee or director, Officer | 2 | $0 |
990 for the year ended June 30, 2024: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAWN POWELL | PRESIDENT Trustee or director, Officer | 20 | $0 |
| JESSICA FELFOLDI | PRESIDENT ELECT Trustee or director, Officer | 10 | $0 |
| CHRISTINA JOYNER | TREASURER Trustee or director, Officer | 10 | $0 |
| SARA COBURN | SECRETARY Trustee or director, Officer | 3 | $0 |
| KEIRA MILLER | PARLIAMENTARIAN Trustee or director, Officer | 2 | $0 |
| MARIEL DEYONKER | VP ACADEMIC AFFAIRS Trustee or director, Officer | 2 | $0 |
| STEPHANIE WILLIAMS | VP ACADEMIC AFFAIRS Trustee or director, Officer | 2 | $0 |
| JOSH BROWN | VP ADMINISTRATION Trustee or director, Officer | 5 | $0 |
| KRISTEN SCHUST | VP COMMUNICATIONS Trustee or director, Officer | 2 | $0 |
| JENNIFER MUSERELLO | VP EDUCATIONAL ENHANCEMENT Trustee or director, Officer | 2 | $0 |
| MIRA GOHIL | VP ENDOWMENT FUND Trustee or director, Officer | 2 | $0 |
| AMANDA QUICK | VP EVENTS Trustee or director, Officer | 2 | $0 |
| EMILY DUDKIEWICZ | VP FUNDRAISING Trustee or director, Officer | 3 | $0 |
990 for the year ended June 30, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEIRA MILLER | PRESIDENT Trustee or director, Officer | 20 | $0 |
| DAWN POWELL | PRESIDENT ELECT Trustee or director, Officer | 10 | $0 |
| HEATHER TOMLINSON | TREASURER Trustee or director, Officer | 10 | $0 |
| SARA COBURN | SECRETARY Trustee or director, Officer | 3 | $0 |
| JENNIFER LOUTHAN | PARLIAMENTARIAN Trustee or director, Officer | 1 | $0 |
| KRISTEN SCHUST | VP ADMINISTRATION Trustee or director, Officer | 5 | $0 |
| JESSICA FELFOLDI | VP EDUCATIONAL ENHANCEMENT Trustee or director, Officer | 2 | $0 |
| MIRA GOHIL | VP ENDOWMENT Trustee or director, Officer | 8 | $0 |
| AMANDA QUICK | VP EVENTS Trustee or director, Officer | 2 | $0 |
| LAUREN PILLINER | VP FUNDRAISING Trustee or director, Officer | 3 | $0 |
Address and contacts
- Address (IRS master file)
- 3995 ASHFORD DUNWOODY RD NE, BROOKHAVEN, GA 30319-1855
- Mailing address (990-N for 2012)
- 3995 Ashford Dunwoody Road, Atlanta GA 30319
- Principal officer (990 for 2024)
- RACHEL BAESLER, 3995 ASHFORD DUNWOODY ROAD, ATLANTA, GA 30319
- Principal officer (990-N for 2012)
- Angie Gunning, 3995 Ashford Dunwoody Road, Atlanta GA 30319
- Signed the 990
- JOSH BROWN, PRESIDENT
- Phone
- (678) 676-7502
- Website
- www.mustangfundinc.com
- Return prepared by
- CRI ADVISORS LLC
Mission
THE PTO'S MISSION IS TO SUPPORT MONTGOMERY STUDENTS, TEACHERS, AND STAFF BY PROMOTING QUALITY EDUCATION, STRIVING TO EXPAND THE ARTS, ENCOURAGING COMMUNITY INVOLVEMENT, AND WORKING TO PROVIDE A SAFE AND HEALTHY ENVIRONMENT FOR OUR CHILDREN.
Program accomplishments
- EDUCATIONAL RESOURCES/TEACHER SUPPORT - PURCHASED SUPPLIES, EQUIPMENT AND SUPPORT FOR TEACHERS; TRAINING FOR TEACHERS AND SCHOOL STAFF. ADDITIONAL EDUCATION MATERIALS FOR STUDENTS, PURCHASE OF SUPPLIES AND EQUIPMENT FOR MUSIC, ART, STEM AND TECHNOLOGY PROGRAMS FOR STUDENTS.Expenses $53,327 · grants $19,736 · revenue $5,352
- CAMPUS BEAUTIFICATION - PTA FUNDED MAINTENANCE OF OVERALL CAMPUS, INCLUDING MAINTENANCE OF PLAYGROUND EQUIPMENT.Expenses $26,349
- OTHER PROGRAM OPERATING EXPENSES.Expenses $7,892
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 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 27-3542408
- 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
- 2012
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B12)
- Assets (IRS master file)
- $229,292
- Income (IRS master file)
- $310,233
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $249,824 | $162,000 | $229,292 | IRS |
| 990 | June 2024 | $212,350 | $191,922 | $141,468 | IRS |
| 990 | June 2023 | $103,791 | $179,826 | $121,040 | XML |
| 990 | June 2022 | $150,739 | $182,878 | $197,075 | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2020 | – | – | – | IRS |
| 990-EZ | June 2018 | – | – | – | IRS |
| 990-N for 2012 Officer: Angie Gunning | June 30, 2013 | ≤ $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 27-3542408).
Questions about MONTGOMERY ELEMENTARY PTO INC
- What is the EIN of MONTGOMERY ELEMENTARY PTO INC?
- The employer identification number (EIN) of MONTGOMERY ELEMENTARY PTO INC is 27-3542408.
- Is MONTGOMERY ELEMENTARY PTO INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2012.
- Are donations to MONTGOMERY ELEMENTARY PTO INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MONTGOMERY ELEMENTARY PTO 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 MONTGOMERY ELEMENTARY PTO 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 MONTGOMERY ELEMENTARY PTO INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of MONTGOMERY ELEMENTARY PTO INC?
- The 990 for the year ended June 30, 2025 names RACHEL BAESLER.
- Who are the officers and directors of MONTGOMERY ELEMENTARY PTO INC?
- The 990 for the year ended June 30, 2025 lists 13 people; 0 received compensation from the organization.
- How much revenue does MONTGOMERY ELEMENTARY PTO INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $249,824, expenses of $162,000 and total assets of $229,292 at year end.
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