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

View the entire original 990 at ProPublica ↗

Organization
PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC (EIN 33-0370209)
Tax period
2023-07-01 to 2024-06-30
Filed
2024-11-12
IRS object ID
202423179349308682
Schema version
2023v5.0
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

FieldValueIRS element (for citing)
Return2024-11-12T18:30:41-05:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DOUGLAS WECHSLER CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line116050 AUGUSTA DRAddressLine1Txt
CityCHINO HILLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91709ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN330370209EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PTA CALIFORNIA CONGRESS OF PARENTSBusinessNameLine1Txt
Business Name Line2BUTTERFIELD RANCH ELEMENTARYBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlPTACBusinessNameControlTxt
Phone9095910766PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16350 MYSTIC CANYON RDAddressLine1Txt
CityCHINO HILLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91709ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOEL ULLOAPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7144238068PhoneNum
Signature2024-11-08SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDOUGLAS WECHSLERPreparerPersonNm
PTINP01428478PTIN
Phone9518331042PhoneNum
Preparation2024-11-06PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJOEL ULLOAPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line118026 VIA LA CRESTAAddressLine1Txt
CityCHINO HILLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91709ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$137,898GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressBF.SD44.ORG/APPS/PAGES/INDEXWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1986FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionPROMOTE THE EDUCATION OF THE YOUTH IN THE COMMUNITY THROUGH FIELD TRIPS, SKILL ASSESSMENTS, PROMOTION, LOVE OF LEARNING AND READING, LEARNING PRINCIPALS OF LEADERSHIP AND BEING GOOD CITIZENS, DEVELOPEMENT OF POSITIVE RELATIONSHIPS BETWEEN ADMINISTRATION, TEACHERS AND STUDENTS AND THEIR MUTUAL ACHIEVEMENT OF SHORT TERM AND LONG TERM GOALS IN THEIR EDUCATIONAL PURSUITS AS WELL AS ACTIVITIES PROMOTING FAMILY UNITY AND MEMORIES.ActivityOrMissionDesc
Voting Members Governing Body5VotingMembersGoverningBodyCnt
Voting Members Independent5VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$45,943PYContributionsGrantsAmt
CY Contributions Grants$41,063CYContributionsGrantsAmt
PY Program Service Revenue$77,887PYProgramServiceRevenueAmt
CY Program Service Revenue$86,211CYProgramServiceRevenueAmt
CY Investment Income$0CYInvestmentIncomeAmt
PY Other Revenue$2,070PYOtherRevenueAmt
CY Other Revenue$2,423CYOtherRevenueAmt
PY Total Revenue$125,900PYTotalRevenueAmt
CY Total Revenue$129,697CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$414CYTotalFundraisingExpenseAmt
PY Other Expenses$124,132PYOtherExpensesAmt
CY Other Expenses$132,806CYOtherExpensesAmt
PY Total Expenses$124,132PYTotalExpensesAmt
CY Total Expenses$132,806CYTotalExpensesAmt
PY Revenues Less Expenses$1,768PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$3,109CYRevenuesLessExpensesAmt
Total Assets BOY$33,870TotalAssetsBOYAmt
Total Assets EOY$30,754TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$33,870NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$30,754NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionPROMOTE THE EDUCATION OF THE YOUTH IN THE COMMUNITY THROUGH FIELD TRIPS, SKILL ASSESSMENTS, PROMOTION, LOVE OF LEARNING AND READING, LEARNING PRINCIPALS OF LEADERSHIP AND BEING GOOD CITIZENS, DEVELOPEMENT OF POSITIVE RELATIONSHIPS BETWEEN ADMINISTRATION, TEACHERS AND STUDENTS AND THEIR MUTUAL ACHIEVEMENT OF SHORT TERM AND LONG TERM GOALS IN THEIR EDUCATIONAL PURSUITS AS WELL AS ACTIVITIES PROMOTING FAMILY UNITY AND MEMORIES.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$130,946ExpenseAmt
Revenue$86,211RevenueAmt
DescPROMOTION OF EDUCATION, LOVE OF LEARNING, READING, DEVELOPMENT OF SKILLS TO ACHIEVE SHORT TERM AND LONG TERM ACADEMIC OBJECTIVES, FAMILY AND COMMUNITY ACTIVITIES, AND THE OVERALL ROUNDING OF THE STUDENT IN BECOMING A GOOD AND PROPER CITIZEN IN THE COMMUNITY.Desc
Total Program Service Expenses$130,946TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredfalseScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld CompliancefalseBackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Governing Body Voting Members5GoverningBodyVotingMembersCnt
Independent Voting Member5IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyfalseConflictOfInterestPolicyInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonBOBBI VALADEZPersonNm
Phone9095910766PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line117662 COLONIAL COURTAddressLine1Txt
CityCHINO HILLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91709ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
STEPHANIE ANDERSON
VIP - FUNDRA10.00Yes (X)$0$0$0
JENN DIEKMANN
SECRETARY10.00Yes (X)$0$0$0
KRISTY MCDONALD
TREASURER10.00Yes (X)$0$0$0
KRISTA NASH
VP MEMBERSHI10.00Yes (X)$0$0$0
JOEL ULLOA
PRESIDENT10.00Yes (X)$0$0$0
BOBBI VALADEZ
PRESIDENT10.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Membership Dues$4,076MembershipDuesAmt
All Other Contributions$36,987AllOtherContributionsAmt
Total Contributions$41,063TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
SIXTH GRADE EVENTS$52,171$52,171
WILD WEST (FOOD AND GAMES)$16,485$16,485
SPIRITWEAR$8,073$8,073
FATHER DAUGHTER DANCE$4,144$4,144
YEARBOOK$3,266$3,266

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,072TotalRevenueColumnAmt
Related Or Exempt Func Income$2,072RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$86,211TotalProgramServiceRevenueAmt
Fundraising Gross Income$10,624FundraisingGrossIncomeAmt
Fundraising Direct Expenses$8,201FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,423TotalRevenueColumnAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$129,697TotalRevenueColumnAmt
Related Or Exempt Func Income$86,211RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
COGS$76,794$76,794
PROGRAM SUBSCRIPTIONS$10,363$10,363
A/R READING PROGRAM$8,086$8,086
FIELD TRIPS$5,811$5,811

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$31,752TotalAmt
Program Services$29,892ProgramServicesAmt
Management And General$1,446ManagementAndGeneralAmt
Fundraising$414FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$132,806TotalAmt
Program Services$130,946ProgramServicesAmt
Management And General$1,446ManagementAndGeneralAmt
Fundraising$414FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$33,870BOYAmt
EOY$30,754EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$33,870BOYAmt
EOY$30,754EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$33,870BOYAmt
EOY$30,754EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$33,870BOYAmt
EOY$30,754EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$33,870BOYAmt
EOY$30,754EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$3,109ReconcilationRevenueExpnssAmt
Other Changes In Net Assets-$7OtherChangesInNetAssetsAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd

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$41,176CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,130CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$45,326CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$45,943CurrentTaxYearMinus1YearAmt
Current Tax Year$41,063CurrentTaxYearAmt
Total$178,638TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$77,277CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,028CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$17,755CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$80,479CurrentTaxYearMinus1YearAmt
Current Tax Year$96,835CurrentTaxYearAmt
Total$279,374TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$118,453CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$12,158CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$63,081CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$126,422CurrentTaxYearMinus1YearAmt
Current Tax Year$137,898CurrentTaxYearAmt
Total$458,012TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$458,012PublicSupportTotal509Amt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$118,453CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$12,158CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$63,081CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$126,422CurrentTaxYearMinus1YearAmt
Current Tax Year$137,898CurrentTaxYearAmt
Total$458,012TotalAmt
FieldValueIRS element (for citing)
Public Support CY5091.00000PublicSupportCY509Pct
Public Support PY5091.00000PublicSupportPY509Pct
Investment Income CY0.00000InvestmentIncomeCYPct
Investment Income PY0.00000InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990 - ORGANIZATION'S MISSIONPROMOTE THE EDUCATION OF THE YOUTH IN THE COMMUNITY THROUGH FIELD TRIPS, SKILL ASSESSMENTS, PROMOTION, LOVE OF LEARNING AND READING, LEARNING PRINCIPALS OF LEADERSHIP AND BEING GOOD CITIZENS, DEVELOPEMENT OF POSITIVE RELATIONSHIPS BETWEEN ADMINISTRATION, TEACHERS AND STUDENTS AND THEIR MUTUAL ACHIEVEMENT OF SHORT TERM AND LONG TERM GOALS IN THEIR EDUCATIONAL PURSUITS AS WELL AS ACTIVITIES PROMOTING FAMILY UNITY AND MEMORIES.
FORM 990, PAGE 1, PART I, LINE 6VOLUNTEERS ASSIST FACULTY, STAFF, AND STUDENTS IN ACHIEVING THEIR ACADEMIC, SOCIAL, AND PHYSICAL GOALS.
FORM 990, PAGE 6, PART VI, LINE 11BNO REVIEW WAS OR WILL BE CONDUCTED.
FORM 990, PAGE 6, PART VI, LINE 19NO DOCUMENTS AVAILABLE TO THE PUBLIC
FORM 990, PART IX, LINE 24EHOSPITALITY - STAFF 5,304 0 0 STAFF ALLOTMENT 4,213 0 0 PURCHASES FOR THE SCHOOL 3,633 0 0 TECHNOLOGY EXPENSE 3,445 0 0 PBIS EXPENSE 3,221 0 0 STUDENT INCENTIVES 3,018 0 0 PLAYGROUND EQUIPMENT 2,805 0 0 RED RIBBON WEEK 2,061 0 0 HOSPITALITY 1,448 0 0 OFFICE SUPPLIES 0 543 0 TAX PREPARATION 0 450 0 ART ACADEMY 418 0 0 MEMBERSHIP DUES 0 0 299 LIABILITY INSURANCE 0 282 0 BANK FEES 0 171 0 COMMUNITY DONATION 144 0 0 STUDENT COUNCILS 132 0 0 MEMBERSHIP EXPENSE 0 0 115 SCIENCE ACADEMY 50 0 0 TOTAL 29,892 1,446 414
FORM 990, PART XI, LINE 9PRIOR YEAR ADJUSTMENT -7

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.