PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC: Form 990EZ, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC (EIN 95-6204900)
Tax period
2023-07-01 to 2024-06-30
Filed
2024-08-19
IRS object ID
202402329349201155
Schema version
2023v5.1
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

FieldValueIRS element (for citing)
Return2024-08-19T14:22:43-05:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1TRAVIS J WILSON CPA CFPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1POST OFFICE BOX 22807AddressLine1Txt
CitySANTA BARBARACityNm
State AbbreviationCAStateAbbreviationCd
ZIP93121ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN956204900EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KELLOGG SCHOOL PTABusinessNameLine1Txt
Business Name Line2CALIFORNIA CONGRESS OF PARENTS TEACHERSBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlKELLBusinessNameControlTxt
Phone8056811277PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1475 CAMBRIDGE DRIVEAddressLine1Txt
CityGOLETACityNm
State AbbreviationCAStateAbbreviationCd
ZIP93117ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTODD WARDPersonNm
Person TitleTREASURERPersonTitleTxt
Phone8056811277PhoneNum
Signature2024-08-19SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTRAVIS J WILSONPreparerPersonNm
PTINP00544237PTIN
Phone8054527830PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-08-08 14:25:15ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressWWW.KELLOGG.GOLETAK12.CA.USWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$148,003GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$130,390ContributionsGiftsGrantsEtcAmt
Investment Income$7InvestmentIncomeAmt
Special Events Direct Expenses$11,835SpecialEventsDirectExpensesAmt
Special Events Net Income Loss-$11,835SpecialEventsNetIncomeLossAmt
Gross Sales Of Inventory$17,606GrossSalesOfInventoryAmt
Cost Of Goods Sold$17,388CostOfGoodsSoldAmt
Gross Profit Loss Sls Of Invntry$218GrossProfitLossSlsOfInvntryAmt
Total Revenue$118,780TotalRevenueAmt
Fees And Other Pymt To Ind Cntrct$600FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total$125,753OtherExpensesTotalAmt
Total Expenses$126,353TotalExpensesAmt
Excess Or Deficit For Year-$7,573ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$131,166NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$123,593NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$131,166BOYAmt
EOY$123,593EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$131,166BOYAmt
EOY$123,593EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$131,166BOYAmt
EOY$123,593EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeTHE ORGANIZATION'S PRIMARY EXEMPT PURPOSE TO SUPPORT TEACHERS, ADMINISTRATION, AND PARENTS OF KELLOGG SCHOOL.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomPROVIDES FOR SCHOOL COMPUTER HARDWARE AND SOFTWARE,OUTDOOR IMPROVEMENT, SCIENCE EXPENSES, DISASTER SUPPLIES, LIBRARY BOOKS AND SUPPLIES, AND PHYSICAL EDUCATION EXPENSES.DescriptionProgramSrvcAccomTxt
Grants And Allocations$0GrantsAndAllocationsAmt
Program Service Expenses$126,353ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$126,353TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (12 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
KARA HORNBUCKLE
PRESIDENT10.00$0$0$0
JENNY EDWARDS
EXECUTIVE VICE PRESIDENT5.00$0$0$0
TODD WARD
TREASURER5.00$0$0$0
JULIANNE RACINE
SECRETARY5.00$0$0$0
REGINA DAVIS
PRINCIPAL5.00$0$0$0
MEGAN BURWELL
VP OF COMMUNICATIONS5.00$0$0$0
NICK BURWELL
VP OF OPERATIONS5.00$0$0$0
VANESSA TOBIS
VP OF STUDENT ENGAGEMENT5.00$0$0$0
LUZ REYES-MARTIN
DEI CHAIR5.00$0$0$0
MARIBEL ACHVEDO
ELAC CHAIR5.00$0$0$0
ALLEGRA BARTLETT
MARKETING CHAIR5.00$0$0$0
SARA PRINCE
HISTORIAN5.00$0$0$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt0ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI0OrganizationHadUBIInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Made Loans To From Officers0MadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ORGANIZATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1475 CAMBRIDGE DRIVEAddressLine1Txt
CityGOLETACityNm
State AbbreviationCAStateAbbreviationCd
ZIP93117ZIPCd
FieldValueIRS element (for citing)
Phone8056811277PhoneNum
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
School Operating0SchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (1)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$31,054CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$21,619CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$134,495CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$113,545CurrentTaxYearMinus1YearAmt
Current Tax Year$130,390CurrentTaxYearAmt
Total$431,103TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$31,054CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$21,619CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$134,495CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$113,545CurrentTaxYearMinus1YearAmt
Current Tax Year$130,390CurrentTaxYearAmt
Total$431,103TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$431,103PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year$7CurrentTaxYearAmt
Total$7TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year$7CurrentTaxYearAmt
Total$7TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$31,054CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$21,619CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$134,495CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$113,545CurrentTaxYearMinus1YearAmt
Current Tax Year$130,397CurrentTaxYearAmt
Total$431,110TotalAmt
FieldValueIRS element (for citing)
Public Support CY5091.00000PublicSupportCY509Pct
Public Support PY5091.00000PublicSupportPY509Pct
Investment Income CY0.00000InvestmentIncomeCYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1JOG-A-THONEvent1Nm
Gross Receipts Event1$31,158GrossReceiptsEvent1Amt
Charitable Contri Event1$31,158CharitableContriEvent1Amt
Other Direct Expenses Event1$9,571OtherDirectExpensesEvent1Amt
Event2PARENTS NIGHT OUTEvent2Nm
Gross Receipts Event2$7,786GrossReceiptsEvent2Amt
Charitable Contri Event2$7,786CharitableContriEvent2Amt
Other Direct Expenses Event2$2,264OtherDirectExpensesEvent2Amt
Gross Receipts Total$38,944GrossReceiptsTotalAmt
Charitable Contributions Tot$38,944CharitableContributionsTotAmt
Oth Direct Expnss Total Events$11,835OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$11,835DirectExpenseSummaryEventsAmt
Net Income Summary-$11,835NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOMEDESCRIPTION: INTEREST. AMOUNT: 7.
FORM 990-EZ, PART I, LINE 7 - SALES OF INVENTORYINCOME: GROSS RECEIPTS: 17,606. RETURNS AND ALLOWANCES: 0. LESS COST OF GOODS SOLD: 17,388. GROSS PROFIT: 218. COST OF GOODS SOLD: INVENTORY AT BEGINNING OF YEAR: 0. MERCHANDISE PURCHASED: 17,388. COST OF LABOR: 0. MATERIALS AND SUPPLIES: 0. OTHER COSTS: 0. INVENTORY AT END OF YEAR: 0. COST OF GOODS SOLD: 17,388.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: TEACHER SUPPORT. AMOUNT: 15,226. DESCRIPTION: STUDENT AND EDUCATION SUPPORT. AMOUNT: 35,908. DESCRIPTION: CLASS EXPENSES. AMOUNT: 52,283. DESCRIPTION: OTHER ADMINISTRATIVE EXPENSES. AMOUNT: 11,627. DESCRIPTION: FIELD TRIPS, SCHOLARSHIPS, AND AWARDS. AMOUNT: 3,827. DESCRIPTION: INSURANCE. AMOUNT: 307. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 2,608. DESCRIPTION: STAFF APPRECIATION. AMOUNT: 3,967. TOTAL TO FORM 990-EZ, LINE 16: 125,753.

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

FieldValueIRS element (for citing)
DeclarationTHE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.DeclarationDesc

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