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 20-3472934)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-02-01
- IRS object ID
- 202430329349200518
- 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 | 2024-02-01T12:15:50-05:00 | 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 | 203472934 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REIDY CREEK PTA OF CA CONGRESS | BusinessNameLine1Txt |
| Business Name Line2 | OF PARENT TEACHER ASSOCIATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | REID | BusinessNameControlTxt |
| Phone | 7607395800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2869 NORTH BROADWAY | AddressLine1Txt |
| City | ESCONDIDO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92026 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREA ORELLANA | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7607395800 | PhoneNum |
| Signature | 2024-01-15 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ANDREA | PersonFirstNm |
| Person Last | ORELLANA | 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 | 2024-01-15 | 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 | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Assoc | Yes (X) | TypeOfOrganizationAssocInd |
| Gross Receipts | $74,310 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $3,037 | ContributionsGiftsGrantsEtcAmt |
| Fundraising Gross Income | $71,273 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $19,688 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $51,585 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $54,622 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $3,909 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $1,698 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $34,688 | OtherExpensesTotalAmt |
| Total Expenses | $40,295 | TotalExpensesAmt |
| Excess Or Deficit For Year | $14,327 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $41,187 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $55,514 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,187 | BOYAmt |
| EOY | $55,514 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,187 | BOYAmt |
| EOY | $55,514 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,187 | BOYAmt |
| EOY | $55,514 | 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 | Program Service ExpensesProgramServiceExpensesAmt | Grants And AllocationsGrantsAndAllocationsAmt |
|---|---|---|
| TO ENRICH THE LEARNING OF STUDENTS | $23,499 | |
| TO PROMOTE THE WELFARE OF STUDENTS | $4,829 | $3,829 |
| TO SUPPORT THE SCHOOL AND STAFF AND INCREASE HOME/COMMUNITY INVOLVEMENT | $8,545 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $36,873 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (8 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| ADAM ORIN-BEZARES | ||
| PRESIDENT | 15.00 | $0 |
| MICHAEL HANNON | ||
| EXECUTIVE VP | 10.00 | $0 |
| ANDREA ORELLANA | ||
| TREASURER | 10.00 | $0 |
| VERONICA NAGAO | ||
| SECRETARY | 5.00 | $0 |
| JENN RAMIREZ | ||
| VP MEMBERSHI | 5.00 | $0 |
| DAVE NASH | ||
| AUDITOR | 5.00 | $0 |
| JENNIE RUIZ | ||
| HISTORIAN | 5.00 | $0 |
| PAMELA GERGY | ||
| PARLIAMENTAR | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TREASURER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2869 NORTH BROADWAY | AddressLine1Txt |
| City | ESCONDIDO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92026 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7607395800 | 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 | $7,531 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,613 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,428 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,948 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,037 | CurrentTaxYearAmt |
| Total | $24,557 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $26,709 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,281 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $8,645 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,135 | CurrentTaxYearAmt |
| Total | $51,770 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $67,091 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $74,900 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,659 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $75,943 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $61,138 | CurrentTaxYearAmt |
| Total | $307,731 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $101,331 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $87,794 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $31,087 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $89,536 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $74,310 | CurrentTaxYearAmt |
| Total | $384,058 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $384,058 | PublicSupportTotal509Amt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $101,331 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $87,794 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $31,087 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $89,536 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $74,310 | CurrentTaxYearAmt |
| Total | $384,058 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 1.00000 | PublicSupportCY509Pct |
| Public Support PY509 | 1.00000 | 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 | JOG-A-THON | Event1Nm |
| Gross Receipts Event1 | $55,483 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $55,483 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $7,659 | OtherDirectExpensesEvent1Amt |
| Event2 | BOOK FAIR | Event2Nm |
| Gross Receipts Event2 | $10,135 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $10,135 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $10,164 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $65,618 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $65,618 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $17,823 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $17,823 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $47,795 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 10 | ESCONDIDO COUNCIL OF PTAS ADMIN SUPPORT 80 2310 ALDERGROVE AVE ESCONDIDO CA 92029 |
| FORM 990-EZ, PART I, LINE 16 | EXPENSES OFFICE 232 CONFERENCES/MEETINGS 1,090 INSURANCE 272 FILING FEES 50 ASSEMBLIES 2,285 CURRICULUM SUPPORT 6,386 FAMILY EVENTS 4,547 SCHOOL EQUIPMENT 9,663 PE EQUIPMENT 1,000 STAFF APPRECIATION 2,904 LIBRARY SUPPORT 989 OTHER SMALL PROGRAMS 1,266 SOCIAL WORKER SUPPLIES 1,094 FIELD TRIPS 2,910 TOTAL 34,688 |
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