Skip to main content

Nonprofit · EIN 87-2399825

SETTLERS POINT ELEMENTARY PTO

Tax-exempt · GILBERT, AZ 85296

Financials

$23K$28K2024
Revenue Expenses · by fiscal year end
Financials of SETTLERS POINT ELEMENTARY PTO by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-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.

NameTitleHours / weekCompensation
Breeann BarnesPresident70$0
Deanna WolfVice President15$0
Amanda BurgessVice President of Volunteers5$0
Sara SchumacherTreasurer20$0
Emma GarciaAsst Treasurer5$0
Kait DameronSocial Media Secretary10$0
Ashley KalenCreative Secretary10$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

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.

990-EZ for the year ended June 30, 2025

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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-EZ on file
2023June 30, 2024November 15, 2024Check 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

FormYear endedRevenueExpensesAssetsReturn
990-EZJune 2025$23,429$27,508$30,036XML

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.

Other nonprofits in GILBERT

All nonprofits in GILBERT · Arizona · Education