Lincoln Elementary PTA
Need Help?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) $4,375.00 | |
| 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 |
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 | $22,350.00 |
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 | $14,641.00 |
| 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) $9,641.00 Savings Account(1010) $5,000.00 | |
| Line 23. Land and buildings | $0.00 |
| Line 24. Other assets | $0.00 |
| Line 25. Total assets | $14,641.00 |
| Line 26. Total liabilities | $0.00 |
| Line 27. Net assets or fund balances | $14,641.00 |
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.