Lincoln Elementary PTA
July 1, 2025 - June 30, 2026
Form 990-EZ Tax Preparation
This report helps gather financial information organized by IRS Form 990-EZ line items for tax preparation.
Organization Information
Legal Name
Lincoln Elementary Parent Teacher Association
EIN
12-3456789
Address
1200 Oak Street, Springfield, CA 90210
Fiscal Period
July 1, 2025 - June 30, 2026
Accounting Method
Cash
Part I - Revenue
Donations(4100)
$7,050.00
Sponsorships(4600)
$1,000.00
Line 2. Program service revenue
$0.00
Membership Dues(4000)
$4,300.00
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
Fundraising Revenue(4200)
$5,625.00
Line 6b. Less: direct expenses from fundraising events
$0.00
Line 6c. Net income from fundraising events
$5,625.00
Spirit Wear Sales(4210)
$1,200.00
Book Fair Revenue(4220)
$3,100.00
Line 7b. Less: cost of goods sold
$0.00
Line 7c. Net income from sales of inventory
$4,300.00
Line 8. Other revenue
$0.00
Line 9. Total revenue
$22,275.00
Part I - Expenses
Teacher Grants(5100)
$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(5900)
$600.00
Classroom Supplies(5200)
$1,491.00
Student Programs(5300)
$1,980.00
Event Expenses(5400)
$1,850.00
Office Supplies(5800)
$788.00
Line 17. Total expenses
$7,709.00
Net Assets
Line 18. Excess or (deficit) for the year
$14,566.00
Line 19. Net assets, beginning of year
$0.00
Line 21. Net assets, end of year
$0.00
Part II - Balance Sheet
Checking Account(1000)
$9,566.00
Savings Account(1010)
$5,000.00
Line 23. Land and buildings
$0.00
Line 24. Other assets
$0.00
Line 25. Total assets
$14,566.00
Line 26. Total liabilities
$0.00
Line 27. Net assets or fund balances
$14,566.00
Unmapped Accounts
The following accounts do not have a 990-EZ line mapping. Edit each account to assign the appropriate line.
- 5000 - State PTA Dues
- 5010 - National PTA Dues
- 5200 - Classroom Supplies
- 5300 - Student Programs
- 5400 - Event Expenses
- 5600 - Insurance
- 5700 - Bank Fees
- 5800 - Office Supplies
- 6000 - Website & Technology
- 6100 - Hospitality
- 6200 - Volunteer Appreciation
- 6300 - Staff Appreciation
- 6900 - Miscellaneous Expense
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.