Nonprofit · EIN 86-0954738
DESERT WILLOW PTO
Tax-exempt · CAVE CREEK, AZ 85327
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $59,611 | $79,771 | -$20,160 | $130,306 | $0 | $130,306 |
| June 30, 2024 | 990-EZ | $75,614 | $48,545 | $27,069 | $150,466 | $0 | $150,466 |
| June 30, 2023 | 990-EZ | $77,126 | $61,157 | $15,969 | $123,397 | $0 | $123,397 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $23,916
- Investment income
- $15
- Net income from fundraising events
- $35,680
Expenses
- Grants and similar amounts paid
- $13,613
- Compensation of officers, directors and key employees
- $0
- Printing, publications and postage
- $29
- Other expenses
- $66,129
- Program services (functional)
- $64,698
Balance sheet and other
- Total assets, start of year
- $150,466
- Total assets, end of year
- $130,306
- Total liabilities, end of year
- $0
- Net assets, end of year
- $130,306
- Cash, savings and investments
- $130,306
- Gross receipts
- $81,957
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 |
|---|---|---|---|
| KATIE BOSS | PRESIDENT | 5 | $0 |
| ERIN GUNDERSON | VICE PRESIDENT | 5 | $0 |
| JODIE SEITZ | SECRETARY | 5 | $0 |
| CHRISTA PALMAYMESA | TREASURER | 5 | $0 |
| AMANDA BJORK | EVENTS DIRECTOR | 2 | $0 |
| KIM CAPONERA | SOCIAL MEDIA DIRECTOR | 2 | $0 |
| SARA HARVICK | TREASURER 2025-2026 | 0 | $0 |
990-EZ for the year ended June 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATIE BOSS | PRESIDENT | 5 | $0 |
| ERIN GUNDERSON | VICE PRESIDENT | 5 | $0 |
| KIM CAPONERA | SECRETARY | 5 | $0 |
| CHRISTA PALMAYMESA | TREASURER | 5 | $0 |
990-EZ for the year ended June 30, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JENNIFER FORBES | PRESIDENT | 5 | $0 |
| JODI SEITZ | VICE PRESIDENT | 5 | $0 |
| KATRINA HARROLD | SECRETARY | 5 | $0 |
| KATIE BOSS | TREASURER | 5 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 183, CAVE CREEK, AZ 85327-0183
- In care of
- % ERIN GUNDERSON
- Signed the 990-EZ
- ERIN GUNDERSON, VICE PRESIDENT
- Phone
- (480) 575-2800
- Website
- WWW.DESERTWILLOWPTO.ORG
- Return prepared by
- LISA M SMITH CPA
Mission
SUPPORT DESERT WILLOW ELEMENTARY SCHOOL
Program accomplishments
- TECHNOLOGY PURCHASE OF SECURITY CAMERAS AND MONITORING TO BENEFIT APPROX 450 STUDENTS AND 30 TEACHERS AND STAFFExpenses $36,823
- EDUCATIONAL AND CLASSROOM SUPPLIES ($13214), ACCEL READER ($4500) AND OTHER MISC PROGRAMS TO BENEFIT APPROX 450 STUDENTSExpenses $17,714
- SUPPORT, HOSPITALITY, AND GIFTS TO BENEFIT APPROX 30 TEACHERS AND STAFFExpenses $10,161
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 | 990-EZ on file |
IRS record
- EIN
- 86-0954738
- 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
- 1999
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B94)
- Assets (IRS master file)
- $130,306
- Income (IRS master file)
- $81,957
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $59,611 | $79,771 | $130,306 | XML |
| 990-EZ | June 2024 | $75,614 | $48,545 | $150,466 | XML |
| 990-EZ | June 2023 | $77,126 | $61,157 | $123,397 | XML |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
| 990-EZ | June 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 86-0954738).
Questions about DESERT WILLOW PTO
- What is the EIN of DESERT WILLOW PTO?
- The employer identification number (EIN) of DESERT WILLOW PTO is 86-0954738.
- Is DESERT WILLOW PTO tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to DESERT WILLOW PTO tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does DESERT WILLOW 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 DESERT WILLOW 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 DESERT WILLOW 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 are the officers and directors of DESERT WILLOW PTO?
- The 990-EZ for the year ended June 30, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does DESERT WILLOW PTO have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $59,611, expenses of $79,771 and total assets of $130,306 at year end.
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