Lincoln Elementary PTA
April 1, 2026 - March 31, 2027
Form 990-EZ Tax Preparation
This report helps gather financial information organized by IRS Form 990-EZ line items for tax preparation.
Fiscal Year: 2026Reset
Organization Information
| Legal Name | Lincoln Elementary Parent Teacher Association |
| EIN | 12-3456789 |
| Address | 1200 Oak Street, Springfield, CA 90210 |
| Fiscal Period | April 1, 2026 - March 31, 2027 |
| Accounting Method | Cash |
| Item L. Gross receipts | $49,589.00 |
Part I - Revenue
Donations $10,238.64 Sponsorships $6,000.00 | |
| Line 2. Program service revenue | $0.00 |
Membership Dues $4,375.00 | |
| Line 4. Investment income | $0.00 |
| Line 5a. Gross amount from sale of assets | $0.00 |
| Line 5b. Less: cost or other basis and sales expenses | $0.00 |
| Line 5c. Gain or (loss) from sale of assets | $0.00 |
| Line 6a. Gross income from gaming | $0.00 |
Fundraising Revenue $23,950.00 | |
| Line 6c. Less: direct expenses from gaming and fundraising events | $0.00 |
| Line 6d. Net income from gaming and fundraising events | $23,950.00 |
Book Fair Revenue $3,100.00 Spirit Wear Sales $1,925.00 | |
| Line 7b. Less: cost of goods sold | $0.00 |
| Line 7c. Gross profit or (loss) from sales of inventory | $5,025.00 |
| Line 8. Other revenue | $0.00 |
| Line 9. Total revenue | $49,589.00 |
Line 6b: when a guest pays more than the value of what they receive — a $100 gala ticket that includes a $40 dinner — the extra $60 is a contribution. Report it on line 1 instead and enter the total in 6b's parentheses.
Part I - Expenses
Teacher Grants $1,000.00 | |
| Line 11. Benefits paid to or for members | $0.00 |
| Line 12. Salaries, other compensation | $0.00 |
| Line 13. Professional fees | $0.00 |
| Line 14. Occupancy, rent, utilities | $0.00 |
Printing & Copying $600.00 | |
Classroom Supplies $1,491.00 Event Expenses $4,314.83 Office Supplies $1,467.56 Student Programs $1,980.00 | |
| Line 17. Total expenses | $10,853.00 |
Net Assets
| Line 18. Excess or (deficit) for the year | $38,736.00 |
| Line 19. Net assets, beginning of year | $0.00 |
Rounding to whole dollars ($1.00) | |
Net Income (Current Year) $38,735.25 | |
Part II - Balance Sheet
Beginning of year (A)
End of year (B)
Checking Account
$0.00
$33,735.25
Savings Account
$0.00
$5,000.00
Line 23. Land and buildings
$0.00
$0.00
Line 24. Other assets
$0.00
$0.00
Line 25. Total assets
$0.00
$38,735.00
Line 26. Total liabilities
$0.00
$0.00
Line 27. Net assets or fund balances
$0.00
$38,735.00
Important Disclaimer
This report is provided as a reference tool to help gather information for Form 990-EZ preparation. It is not tax advice and should not be used as a substitute for professional tax guidance. Please consult with a qualified tax professional or CPA before filing your organization's Form 990-EZ.