Nonprofit · EIN 42-1705188
INGRID B LACY MIDDLE SCHOOL PTO
Tax-exempt · PACIFICA, CA 94044
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2024 | 990-EZ | $101,668 | $71,100 | $30,568 | $84,918 | – | $84,918 |
| July 31, 2023 | 990-EZ | $72,718 | $73,868 | -$1,150 | $51,850 | – | $51,850 |
Financial details: 990-EZ for the year ended July 31, 2024
Revenue
- Contributions, gifts and grants
- $59,697
- Program service revenue
- $31,675
- Net income from fundraising events
- $10,296
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $500
- Other expenses
- $70,600
- Program services (functional)
- $68,977
Balance sheet and other
- Total assets, start of year
- $51,850
- Total assets, end of year
- $84,918
- Total liabilities, end of year
- –
- Net assets, end of year
- $84,918
- Cash, savings and investments
- $84,918
- Gross receipts
- $104,981
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARIA JACKSON | PRESIDENT | 5 | $0 |
| KAREN STEVENSON | VICE PRESIDE | 2 | $0 |
| HEIDI PEREIRA | CO-TREASURER | 5 | $0 |
| IDALIA GUERRERO | CO-TREASURER | 5 | $0 |
| KRISTEN KELLY | SECRETARY | 2 | $0 |
| JULIE COTTER | FUNDRAISING | 2 | $0 |
| LISA MCNICHOL | FUNDRAISING | 2 | $0 |
| GARRICK MEEKER | BOARD MEMBER | 2 | $0 |
| JENNY GADWAH | BOARD MEMBER | 2 | $0 |
| DENISE ALLOWAY | BOARD MEMBER | 2 | $0 |
990-EZ for the year ended July 31, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHELLE GRAY | PRESIDENT | 2 | $0 |
| KAREN STEVENSON | VICE PRESIDE | 2 | $0 |
| BRANDICE ANDERSON | TREASURER | 2 | $0 |
| DANIELLE KEHR | SECRETARY | 2 | $0 |
| ROMANY SIEFERMAN | COMMUNICATIO | 2 | $0 |
| ROBIN STONE | FUNDRAISING | 2 | $0 |
| LEANNA WYNN | FUNDRAISING | 2 | $0 |
| JULIE COTTER | VOLUNTEER CO | 2 | $0 |
| JANE NICHOLSON | BOARD MEMBER | 2 | $0 |
| MATT PEARSON | BOARD MEMBER | 2 | $0 |
| MARGARET MATTHEWS | BOARD MEMBER | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 1427 PALMETTO AVE, PACIFICA, CA 94044-2284
- In care of
- % ROBERT M DERENZI
- Signed the 990-EZ
- HEIDI PEREIRA, CO-TREASURER
- Website
- INGRIDBLACYPTO.COM
- Return prepared by
- JOLANE LUHRS CPA
California records
California keeps its own records of charities and corporations. Search them by EIN 42-1705188 or by the name INGRID B LACY MIDDLE SCHOOL PTO.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
THE MISSION OF THE INGRID B LACY PARENT TEACHER ORGANIZATION (PTO) IS TO CREATE AN ACTIVE, COHESIVE COMMUNITY OF FAMILIES, FACULTY AND STAFF AT INGRID B LACY MIDDLE SCHOOL. THIS COMMUNITY WILL WORK TO ACHIEVE THE VISION AND GOALS DEVELOPED FOR IBL MIDDLE SCHOOL WITH THE SUPPORT OF ENRICHMENT AND RECOGNITION PROGRAMS. IBL PTO SUPPORTS THE PROGRAMS OF INGRID B LACY MIDDLE SCHOOL, WHICH INCLUDE: 6TH, 7TH & 8TH GRADE ACTIVITIES, BOLD, TECHNOLOGY, LEADERSHIP, LIBRARY, STUDENT CLUBS, TEACHER APPRECIATION, STUDENT PLANNERS, CLASSROOM MINI GRANTS, FIELD TRIPS AND RECOGNITIONS.
Program accomplishments
- CHALLENGE DAY - OUR DAY-LONG CHALLENGE DAY IS AN EXPERIENTIAL SOCIAL AND EMOTIONAL LEARNING PROGRAM THAT OFFERS STUDENTS AN OPPORTUNITY TO IGNITE A SHIFT TOWARD GREATER SCHOOL CONNECTEDNESS, EMPATHY, AND INCLUSIVITY.Expenses $11,000
- FIELD TRIPS & GRADE LEVEL ACTIVITIESExpenses $21,145
- TEACHER STIPENDS - FUNDS PROVIDED DIRECTLY TO TEACHERS FOR SPECIFIC CLASSROOM SUPPLIES.Expenses $5,240
- OTHER PROGRAMS INCLUDE: LIBRARY BOOKS, PE UNIFORMS, BOLD PROGRAM, BAND, CAREER NIGHT, GREEK FEST, LEADERSHIP, STUDENT PLANNERS, AND YEARBOOK.Expenses $31,592
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 | Not on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990-EZ on file |
IRS record
- EIN
- 42-1705188
- 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
- 2007
- Accounting year ends
- July
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B11)
- Assets (IRS master file)
- $84,918
- Income (IRS master file)
- $104,981
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | July 2024 | $101,668 | $71,100 | $84,918 | XML |
| 990-EZ | July 2023 | $72,718 | $73,868 | $51,850 | XML |
| 990-EZ | July 2022 | – | – | – | IRS |
| 990-EZ | July 2021 | – | – | – | IRS |
| 990-EZ | July 2019 | – | – | – | IRS |
| 990-EZ | July 2018 | – | – | – | 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 42-1705188).
Questions about INGRID B LACY MIDDLE SCHOOL PTO
- What is the EIN of INGRID B LACY MIDDLE SCHOOL PTO?
- The employer identification number (EIN) of INGRID B LACY MIDDLE SCHOOL PTO is 42-1705188.
- Is INGRID B LACY MIDDLE SCHOOL PTO tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to INGRID B LACY MIDDLE SCHOOL PTO tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does INGRID B LACY MIDDLE SCHOOL 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 INGRID B LACY MIDDLE SCHOOL 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 INGRID B LACY MIDDLE SCHOOL PTO last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended July 2024.
- Who are the officers and directors of INGRID B LACY MIDDLE SCHOOL PTO?
- The 990-EZ for the year ended July 31, 2024 lists 10 people; 0 received compensation from the organization.
- How much revenue does INGRID B LACY MIDDLE SCHOOL PTO have?
- On its 990-EZ for the year ended July 31, 2024 it reported revenue of $101,668, expenses of $71,100 and total assets of $84,918 at year end.
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