PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC: Form 990EZ, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC (EIN 95-6207429)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-01-17
- IRS object ID
- 202400179349200015
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-01-17T12:29:36-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 261081736 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARLSBAD CERTIFIED PUBLIC ACCOUNTANTS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5741 PALMER WAY SUITE A | AddressLine1Txt |
| City | CARLSBAD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 920107248 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 956207429 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOLANA BEACH ELEMENTARY PTA | BusinessNameLine1Txt |
| Business Name Line2 | PTA CA CONGRESS OF PARENTS TEACHERS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOLA | BusinessNameControlTxt |
| Phone | 8587943700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 780 SANTA VICTORIA | AddressLine1Txt |
| City | SOLANA BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92075 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HEATHER ADAMS | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 8587943700 | PhoneNum |
| Signature | 2023-12-12 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | HEATHER | PersonFirstNm |
| Person Last | ADAMS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOANNE GODDARD-HACKETT | PreparerPersonNm |
| PTIN | P00543666 | PTIN |
| Phone | 7604389500 | PhoneNum |
| Preparation | 2023-12-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Group Exemption | 0646 | GroupExemptionNum |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | WWW.SOLANABEACHPTA.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Assoc | Yes (X) | TypeOfOrganizationAssocInd |
| Gross Receipts | $63,754 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $5,490 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $50 | InvestmentIncomeAmt |
| Fundraising Gross Income | $58,214 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $22,311 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $35,903 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $41,443 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $23,882 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $1,030 | FeesAndOtherPymtToIndCntrctAmt |
| Printing Publications Postage | $273 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $64,005 | OtherExpensesTotalAmt |
| Total Expenses | $89,190 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$47,747 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $90,771 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $43,024 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,771 | BOYAmt |
| EOY | $43,024 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,771 | BOYAmt |
| EOY | $43,024 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,771 | BOYAmt |
| EOY | $43,024 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | OUR MISSION IS TO POSITIVELY IMPACT THE LIVES OF ALL CHILDREN AND FAMILIES. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| TO ENRICH THE LEARNING OF STUDENTS | $23,862 | $64,390 |
| TO PROMOTE THE WELFARE OF STUDENTS | $10,992 | |
| TO SUPPORT THE SCHOOLS AND INCREASE HOME/COMMUNITY INVOLVEMENT | $10,653 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $86,035 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (6 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| JO POWELL | ||
| PRESIDENT - | 20.00 | $0 |
| JENNA DELLAMANO | ||
| VICE PRESIDE | 15.00 | $0 |
| CARLY BAZZETT | ||
| VICE PRESIDE | 15.00 | $0 |
| HEATHER ADAMS | ||
| SECRETARY | 5.00 | $0 |
| RACHEL DOYLE | ||
| TREASURER | 10.00 | $0 |
| MELISSA KAMINSKY | ||
| AUDITOR | 5.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOLANA BEACH PTA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 780 SANTA VICTORIA | AddressLine1Txt |
| City | SOLANA BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92075 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8587943700 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,733 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,063 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,332 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,291 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,490 | CurrentTaxYearAmt |
| Total | $38,909 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $525 | CurrentTaxYearMinus4YearsAmt |
| Total | $525 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $55,926 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $65,511 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,354 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $40,746 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $58,214 | CurrentTaxYearAmt |
| Total | $240,751 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $58,184 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $80,574 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $33,686 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $44,037 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $63,704 | CurrentTaxYearAmt |
| Total | $280,185 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $280,185 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $120 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $130 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $137 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $34 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $50 | CurrentTaxYearAmt |
| Total | $471 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $120 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $130 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $137 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $34 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $50 | CurrentTaxYearAmt |
| Total | $471 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $58,304 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $80,704 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $33,823 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $44,071 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $63,754 | CurrentTaxYearAmt |
| Total | $280,656 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99830 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99810 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | MOOVE & GROOVE | Event1Nm |
| Gross Receipts Event1 | $46,500 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $46,500 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $15,460 | OtherDirectExpensesEvent1Amt |
| Event2 | SPIRIT WEAR SHO | Event2Nm |
| Gross Receipts Event2 | $5,866 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $5,866 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $3,391 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $5,848 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $5,848 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $3,460 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $58,214 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $58,214 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $22,311 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $22,311 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $35,903 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 10 | NORTH COASTAL COUNCIL OF PTAS ADMIN SUPPORT 20 |
| FORM 990-EZ, PART I, LINE 10 | NAME: SKYLINE SCHOOL ADDRESS: 606 LOMAS SANTA FE DR SOLANA BEACH, CA 92075 CASH CONTRIBUTION: 6,700 NAME: SOLANA VISTA ELEMENTARY SCHOOL ADDRESS: 780 SANTA VICTORIA SOLANA BEACH, CA 92075 CASH CONTRIBUTION: 17,162 |
| FORM 990-EZ, PART I, LINE 16 | EXPENSES INFORMATION TECHNOLOGY 935 CONFERENCES/MEETINGS 89 INSURANCE 272 BANK CHARGES 1 FILING FEES 50 OTHER 485 EDUCATIONAL ASSEMBLIES 2,103 STUDENT NEWSPAPER 1,183 AWARDS AND RECOGNITION 3,334 FAMILY ENGAGEMENT 176 GARDEN PROGRAM 769 PLAYGROUND PROGRAMS 983 STUDENT WELLNESS EVENTS 297 TEACHER & STAFF APPRECIAT 9,845 YEARBOOK 632 SCHOOL IMPROVEMENTS 9,223 TECHNOLOGY 150 FIELDTRIPS 45 CLASSROOM SUPPLIES 27,824 STUDENT WELLNESS PROGRAM 5,609 TOTAL 64,005 |