Nonprofit · EIN 56-2659786
ANNIE LUCY WILLIAMS ELEMENTARY PTO
Tax-exempt (reinstated) · PARRISH, FL 34219
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $71,845 | $65,839 | $6,006 | $29,725 | $0 | $29,725 |
| July 31, 2024 | 990-EZ | $4,929 | $31,368 | -$26,439 | $23,719 | $0 | $23,719 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $0
- Net income from fundraising events
- $71,845
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $65,622
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fees and payments to contractors
- $157
- Printing, publications and postage
- $60
- Program services (functional)
- $10,355
Balance sheet and other
- Total assets, start of year
- $23,719
- Total assets, end of year
- $29,725
- Total liabilities, end of year
- $0
- Net assets, end of year
- $29,725
- Cash, savings and investments
- $29,725
- Gross receipts
- $86,434
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kristi Guilliam | Vice President | 3 | $0 |
| Donna Jeter | 2nd VP | 3 | $0 |
| Mark Orsini | Secretary | 2 | $0 |
| Hilary Paisley | Treasurer | 2 | $0 |
| Stephen Grubb | President | 2 | $0 |
990-EZ for the year ended July 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Lauren Stephenson | Vice President | 8 | $0 |
| Alyssa Ward | 2nd VP | 8 | $0 |
| Tiffany Wachtman | Secretary | 15 | $0 |
| Jessie Arendall | Treasurer | 5 | $0 |
| Kathy McCann | President | 8 | $0 |
Address and contacts
- Address (IRS master file)
- 3404 FORT HAMER RD, PARRISH, FL 34219-8428
- In care of
- % BARBARA WOLF
- Mailing address (990-N for 2013)
- 3404 Fort Hamer Road, Parrish FL 34219
- Principal officer (990-N for 2013)
- Krista Meler, 3404 Fort Hamer Road, Parrish FL 34219
- Signed the 990-EZ
- Hilary Paisley, Treasurer
Mission
The primary exempt purpose of our Parent Teacher Organization (PTO) is to promote the welfare of students by enhancing educational experiences, fostering communication between parents and teachers, and organizing fundraising activities to support school programs and initiatives.
Program accomplishments
- Hosted appreciation luncheons for faculty and staff to promote morale and support a positive school environment.Expenses $776
- Co-sponsored school Field Day eventExpenses $1,213
- Funded installation of an outdoor garden to enhance student learning and environmental education.Expenses $990
- Hosted school events (e.g., Trunk or Treat, Meet Santa, Winter Wonderland) to support community and foster parent-teacher interaction.Expenses $7,376
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-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | Check at the IRS |
IRS record
- EIN
- 56-2659786
- 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
- 2014
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B11)
- Assets (IRS master file)
- $29,725
- Income (IRS master file)
- $86,434
Revocation and reinstatement
- Exemption revoked
- November 15, 2012
- Posted by the IRS
- March 11, 2013
- Reinstated
- Effective November 15, 2012
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $71,845 | $65,839 | $29,725 | XML |
| 990-EZ | July 2024 | $4,929 | $31,368 | $23,719 | XML |
| 990-EZ | July 2023 | – | – | – | IRS |
| 990-EZ | July 2022 | – | – | – | IRS |
| 990-EZ | July 2021 | – | – | – | IRS |
| 990-EZ | July 2020 | – | – | – | IRS |
| 990-EZ | July 2019 | – | – | – | IRS |
| 990-EZ | July 2018 | – | – | – | IRS |
| 990-N for 2013 Officer: Krista Meler | July 31, 2014 | ≤ $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 56-2659786).
Questions about ANNIE LUCY WILLIAMS ELEMENTARY PTO
- What is the EIN of ANNIE LUCY WILLIAMS ELEMENTARY PTO?
- The employer identification number (EIN) of ANNIE LUCY WILLIAMS ELEMENTARY PTO is 56-2659786.
- Is ANNIE LUCY WILLIAMS ELEMENTARY PTO tax-exempt?
- Yes. The IRS revoked its exemption on November 15, 2012 and reinstated it effective November 15, 2012.
- Are donations to ANNIE LUCY WILLIAMS ELEMENTARY PTO tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ANNIE LUCY WILLIAMS 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 ANNIE LUCY WILLIAMS ELEMENTARY PTO 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 ANNIE LUCY WILLIAMS ELEMENTARY PTO last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
- Who is the principal officer of ANNIE LUCY WILLIAMS ELEMENTARY PTO?
- The 990-N for 2013 names Krista Meler.
- Who are the officers and directors of ANNIE LUCY WILLIAMS ELEMENTARY PTO?
- The 990-EZ for the year ended June 30, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does ANNIE LUCY WILLIAMS ELEMENTARY PTO have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $71,845, expenses of $65,839 and total assets of $29,725 at year end.
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