Nonprofit · EIN 87-2399825
SETTLERS POINT ELEMENTARY PTO
Tax-exempt · GILBERT, AZ 85296
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $23,429 | $27,508 | -$4,079 | $30,036 | – | $30,036 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $58,240
- Net income from fundraising events
- -$34,811
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $6,874
- Other expenses
- $20,634
- Program services (functional)
- $20,438
Balance sheet and other
- Total assets, start of year
- $34,115
- Total assets, end of year
- $30,036
- Total liabilities, end of year
- –
- Net assets, end of year
- $30,036
- Cash, savings and investments
- $30,036
- Gross receipts
- $58,240
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 |
|---|---|---|---|
| Breeann Barnes | President | 70 | $0 |
| Deanna Wolf | Vice President | 15 | $0 |
| Amanda Burgess | Vice President of Volunteers | 5 | $0 |
| Sara Schumacher | Treasurer | 20 | $0 |
| Emma Garcia | Asst Treasurer | 5 | $0 |
| Kait Dameron | Social Media Secretary | 10 | $0 |
| Ashley Kalen | Creative Secretary | 10 | $0 |
Address and contacts
- Address (IRS master file)
- 423 E SETTLERS POINT DR, GILBERT, AZ 85296-3437
- In care of
- % SARA SCHUMACHER
- Signed the 990-EZ
- Sara Schumacher, Treasurer
- Website
- settlerspointpto.org
Mission
The purpose of the PTO is to enhance and support the educational experience at Settlers Point to develop a closer connection between school and home by encouraging parental involvement build & enhance a community partnerships with the school staff students families and to enhance the environment at Settlers Point with financial support from fundraising and events as well as help from our volunteers.
Program accomplishments
- Fall Carnival is a community event run for the school and the surrounding neighborhoods and businesses. It promotes partnership and knowledge sharing between the school families and community partners businesses. This event provides a safe way for families of the school to participate in fall activities. It provides an opportunity for staff members to interact with families while raising money for their classrooms club projects. We spent $22,498 and earned only $14,493 losing $8,005.Expenses $8,005
- Our biggest expense for this fiscal year was becoming a 501c3 nonprofit organization with the IRS. We paid for services from a law firm group to help us complete the application process. By becoming a 501c3 it is benefitting all 562 students at Settlers Point Elementary all 82 staff members and the general community in Gilbert AZ.Expenses $6,754
- In accordance with national teacher appreciation administrative appreciation and office staff appreciation recognized in the month of May we had a staff school appreciation week long event. This benefitted all 82 staff members and all of the 500+ students who attend our school.Expenses $5,679
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
- 87-2399825
- 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
- 2024
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B94)
- Assets (IRS master file)
- $30,036
- Income (IRS master file)
- $58,240
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $23,429 | $27,508 | $30,036 | XML |
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 87-2399825).
Questions about SETTLERS POINT ELEMENTARY PTO
- What is the EIN of SETTLERS POINT ELEMENTARY PTO?
- The employer identification number (EIN) of SETTLERS POINT ELEMENTARY PTO is 87-2399825.
- Is SETTLERS POINT ELEMENTARY PTO tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2024.
- Are donations to SETTLERS POINT ELEMENTARY PTO tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SETTLERS POINT 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 SETTLERS POINT 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 SETTLERS POINT 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 are the officers and directors of SETTLERS POINT ELEMENTARY PTO?
- The 990-EZ for the year ended June 30, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does SETTLERS POINT ELEMENTARY PTO have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $23,429, expenses of $27,508 and total assets of $30,036 at year end.
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