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 77-0481398)
Tax period
2023-07-01 to 2024-06-30
Filed
2024-09-05
IRS object ID
202422499349200897
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)
Return2024-09-05T14:47:47-06:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN273110075PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1STANTON TAX SERVICEBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11302 W 525 SAddressLine1Txt
CityLEHICityNm
State AbbreviationUTStateAbbreviationCd
ZIP84043ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN770481398EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PTA CA CONGRESS OF PARENTS 5332 WOOD RANCH PTABusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPTACBusinessNameControlTxt
Phone8055796370PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1455 CIRCLE KNOLL DRIVEAddressLine1Txt
CitySimi ValleyCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93065ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLISA MEGOWANPersonNm
Person TitleTREASURERPersonTitleTxt
Phone8055796370PhoneNum
Signature2024-09-03SignatureDt
Discuss With Paid PreparerfalseDiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJames F STANTON IIIPreparerPersonNm
PTINP00810005PTIN
Phone8058442425PhoneNum
Preparation2024-09-03PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-08-08 14:25:15ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Group Exemption0646GroupExemptionNum
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Organization501c3Yes (X)Organization501c3Ind
Gross Receipts$102,915GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$72,377ContributionsGiftsGrantsEtcAmt
Membership Dues$483MembershipDuesAmt
Investment Income$1,151InvestmentIncomeAmt
Gain Or Loss From Sale Of Assets$0GainOrLossFromSaleOfAssetsAmt
Gaming Gross Income$0GamingGrossIncomeAmt
Fundraising Gross Income$28,215FundraisingGrossIncomeAmt
Special Events Direct Expenses$14,265SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$13,950SpecialEventsNetIncomeLossAmt
Gross Profit Loss Sls Of Invntry$0GrossProfitLossSlsOfInvntryAmt
Other Revenue Total$689OtherRevenueTotalAmt
Total Revenue$88,650TotalRevenueAmt
Other Expenses Total$90,986OtherExpensesTotalAmt
Total Expenses$90,986TotalExpensesAmt
Excess Or Deficit For Year-$2,336ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$23,652NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$21,316NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$23,652BOYAmt
EOY$21,316EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$23,652BOYAmt
EOY$21,316EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$23,652BOYAmt
EOY$21,316EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposeChild advocacy in promoting the welfare of children and youth in the home, school, and the community. Supporting students in their activities at the school and supporting the education of children and youth.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtProgram Service ExpensesProgramServiceExpensesAmt
Classroom support and all student enrichment activities$5,917
Student activities and assemblies$14,504
School improvements$35,381
FieldValueIRS element (for citing)
Total Program Service Expenses$55,802TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (9 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CHEREE AXELRAD
PRESIDENT4$0$0$0
SHELLY DANOWSKY
VP PROGRAMS3$0$0$0
RENELLE DICKSON
VP FUNDRAISING4$0$0$0
JOLENE GORAL
VP MEMBERSHIP1$0$0$0
LISA MEGOWAN
TREASURER4$0$0$0
CLAUDIA BERMAN
SECRETARY2$0$0$0
STEPHENIE BETZEL
PARLIAMENTARIAN1$0$0$0
CAITLIN ROSS
HISTORIAN1$0$0$0
NOEIRA AYALA
FINANCIAL REVIEWER1$0$0$0
FieldValueIRS element (for citing)
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptfalseChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Organization Filed990 TfalseOrganizationFiled990TInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonLISA MEGOWANPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1455 CIRCLE KNOLL DRIVEAddressLine1Txt
CitySimi ValleyCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93065ZIPCd
FieldValueIRS element (for citing)
Phone8055796340PhoneNum
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccountInd
Foreign OfficefalseForeignOfficeInd
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Form720 FiledfalseForm720FiledInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
School OperatingfalseSchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Related Org Sect527 OrgfalseRelatedOrgSect527OrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (true)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$18,358CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,328CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,000CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,143CurrentTaxYearMinus1YearAmt
Current Tax Year$72,860CurrentTaxYearAmt
Total$103,689TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$97,637CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,887CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$20,896CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$102,560CurrentTaxYearMinus1YearAmt
Current Tax Year$28,215CurrentTaxYearAmt
Total$251,195TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$115,995CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,215CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$24,896CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$104,703CurrentTaxYearMinus1YearAmt
Current Tax Year$101,075CurrentTaxYearAmt
Total$354,884TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$354,884PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$26CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$32CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus1 Year$17CurrentTaxYearMinus1YearAmt
Current Tax Year$1,151CurrentTaxYearAmt
Total$1,226TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$26CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$32CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$17CurrentTaxYearMinus1YearAmt
Current Tax Year$1,151CurrentTaxYearAmt
Total$1,226TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$36CurrentTaxYearMinus3YearsAmt
Current Tax Year$689CurrentTaxYearAmt
Total$725TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$116,021CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,283CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$24,896CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$104,720CurrentTaxYearMinus1YearAmt
Current Tax Year$102,915CurrentTaxYearAmt
Total$356,835TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.99000PublicSupportCY509Pct
Investment Income CY0.00340InvestmentIncomeCYPct
Investment Income PY0.00340InvestmentIncomePYPct

Minimum Asset Amount MinimumAssetAmountGrp

Average Monthly FMV Of Sec AverageMonthlyFMVOfSecGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt

Average Monthly Cash Balances AverageMonthlyCashBalancesGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt

FMV Other Non Exempt Use Asset FMVOtherNonExemptUseAssetGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt

Total FMV Of Non Exempt Use Asset TotalFMVOfNonExemptUseAssetGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt
Current Year$0CurrentYearAmt
FieldValueIRS element (for citing)
Discount Claimed$0DiscountClaimedAmt

Acquisition Indebtedness AcquisitionIndebtednessGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt

Adjusted FMV Less Indebtedness AdjustedFMVLessIndebtednessGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt

Cash Deemed Charitable CashDeemedCharitableGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt

Net Vl Non Exempt Use Assets NetVlNonExemptUseAssetsGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt

Pct Of Net Vl Non Exempt Use Ast PctOfNetVlNonExemptUseAstGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt

Recoveries PY Distri Min Asset RecoveriesPYDistriMinAssetGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt

Total Minimum Asset TotalMinimumAssetGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
CY Adj Net Income Distributable$0CYAdjNetIncomeDistributableAmt
CY Pct85 Adjusted Net Income$0CYPct85AdjustedNetIncomeAmt
CY Total Min Ast Distributable$0CYTotalMinAstDistributableAmt
CY Greater Adjusted Minimum$0CYGreaterAdjustedMinimumAmt
CY Income Tax Imposed PY$0CYIncomeTaxImposedPYAmt
CY Distributable As Adjusted$0CYDistributableAsAdjustedAmt

Distributions DistributionsGrp

FieldValueIRS element (for citing)
CY Paid Accomplish Exempt Prps$0CYPaidAccomplishExemptPrpsAmt
CY Pd In Excess Income Activity$0CYPdInExcessIncomeActivityAmt
CY Administrative Expense Paid$0CYAdministrativeExpensePaidAmt
Exempt Use Assets Acquis Paid$0ExemptUseAssetsAcquisPaidAmt
Qualified Set Aside$0QualifiedSetAsideAmt
CY Other Distributions$0CYOtherDistributionsAmt
CY Total Annual Distributions$0CYTotalAnnualDistributionsAmt
CY Distri Attentive Suprt Org$0CYDistriAttentiveSuprtOrgAmt
CY Distributable As Adjusted$0CYDistributableAsAdjustedAmt
CY Distribution Yr0CYDistributionYrRt

Distribution Allocations DistributionAllocationsGrp

FieldValueIRS element (for citing)
CY Distributable As Adjusted$0CYDistributableAsAdjustedAmt
Underdistributions$0UnderdistributionsAmt
Excess Distribution Cyov Yr5$0ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$0ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$0ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$0ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Cyov Applied Underdistri PY$0CyovAppliedUnderdistriPYAmt
Cyov Applied Underdistr CPY$0CyovAppliedUnderdistrCPYAmt
Carryover PY Not Applied$0CarryoverPYNotAppliedAmt
Excess Distribution Cyov$0ExcessDistributionCyovAmt
CY Total Annual Distributions$0CYTotalAnnualDistributionsAmt
CY Distrib App Underdistri PY$0CYDistribAppUnderdistriPYAmt
CY Distri App Distributable$0CYDistriAppDistributableAmt
Excess Distribution$0ExcessDistributionAmt
Remaining Underdistri PY$0RemainingUnderdistriPYAmt
Remaining Underdistri CY$0RemainingUnderdistriCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Year5$0ExcessFromYear5Amt
Excess From Year4$0ExcessFromYear4Amt
Excess From Year3$0ExcessFromYear3Amt
Excess From Year2$0ExcessFromYear2Amt
Excess From Year1$0ExcessFromYear1Amt

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Agrmt Prof Fundraising ActyfalseAgrmtProfFundraisingActyInd
Total Gross Receipts$0TotalGrossReceiptsAmt
Total Retained By Contractors$0TotalRetainedByContractorsAmt
Total Net To Organization$0TotalNetToOrganizationAmt

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1BOOK FAIREvent1Nm
Gross Receipts Event1$10,434GrossReceiptsEvent1Amt
Gross Revenue Event1$10,434GrossRevenueEvent1Amt
Other Direct Expenses Event1$4,771OtherDirectExpensesEvent1Amt
Event2HARVEST FESTIVALEvent2Nm
Gross Receipts Event2$7,954GrossReceiptsEvent2Amt
Gross Revenue Event2$7,954GrossRevenueEvent2Amt
Other Direct Expenses Event2$3,046OtherDirectExpensesEvent2Amt
Other Events Total4OtherEventsTotalCnt
Gross Receipts Other Events$9,827GrossReceiptsOtherEventsAmt
Gross Revenue Other Events$9,827GrossRevenueOtherEventsAmt
Oth Direct Expnss Other Events$6,448OthDirectExpnssOtherEventsAmt
Gross Receipts Total$28,215GrossReceiptsTotalAmt
Charitable Contributions Tot$0CharitableContributionsTotAmt
Gross Revenue Total Events$28,215GrossRevenueTotalEventsAmt
Cash Prizes Total Events$0CashPrizesTotalEventsAmt
Non Cash Prizes Total Events$0NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$0RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$0FoodAndBeverageTotalEventsAmt
Entertainment Total Events$0EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$14,265OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$14,265DirectExpenseSummaryEventsAmt
Net Income Summary$13,950NetIncomeSummaryAmt

Gaming Information GamingInformationGrp

FieldValueIRS element (for citing)
Volunteer Labor BingofalseVolunteerLaborBingoInd
Volunteer Labor Pull TabsfalseVolunteerLaborPullTabsInd
Volunteer Labor Other GamingfalseVolunteerLaborOtherGamingInd
FieldValueIRS element (for citing)
LicensedfalseLicensedInd
License Suspended EtcfalseLicenseSuspendedEtcInd
Gaming With NonmembersfalseGamingWithNonmembersInd
Member Of Other EntityfalseMemberOfOtherEntityInd
Cntrct With3rd Prty For Game RevfalseCntrctWith3rdPrtyForGameRevInd
Charitable Distribution RqrfalseCharitableDistributionRqrInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (14 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
990EZ PART 1 LINE 8MISC INCOME $689
990EZ PART 1 LINE 16ASSEMBLIES $3,470
990EZ PART 1 LINE 16CLASSROOM ENRICHMENT $5,000
990EZ PART 1 LINE 16STUDENT ENRICHMENT $917
990EZ PART 1 LINE 16FUN RUN EXPENSE $28,650
990EZ PART 1 LINE 16INSURANCE $282
990EZ PART 1 LINE 16MEMBERSHIP EX $167
990EZ PART 1 LINE 16MISC $10
990EZ PART 1 LINE 16PTA OPERMATION EXPENSE $4,395
990EZ PART 1 LINE 16SCHOOL IMPROVEMENT $35,381
990EZ PART 1 LINE 16STUDENT ACTIVITIES $11,034
990EZ PART 1 LINE 16TAX PREP $124
990EZ PART 1 LINE 16TEACHER APPRECIATION $1,238
990EZ PART 1 LINE 16WEBSITE $318

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