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 33-0419775)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2023-10-10
- IRS object ID
- 202312839349201011
- 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 | 2023-10-10T13:31:50-04:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 825048364 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Brent D Barnes CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22056 Broken Bow Dr | AddressLine1Txt |
| City | Lake Forest | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92630 | 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 | 330419775 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rancho Canada Elementary PTA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RANC | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21801 Winding Way | AddressLine1Txt |
| City | Lake Forest | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92630 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Karen Baker | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 9497685252 | PhoneNum |
| Signature | 2023-10-09 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Karen | PersonFirstNm |
| Person Last | Baker | PersonLastNm |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Brent D Barnes CPA | PreparerPersonNm |
| PTIN | P02242713 | PTIN |
| Phone | 9494392891 | PhoneNum |
| Preparation | 2023-10-10 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| OOB Security Verification | 00 | OOBSecurityVerificationCd |
| Authentication Assurance Level | AAL2 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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.ranchocanadapta.org | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $126,325 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $10,985 | ContributionsGiftsGrantsEtcAmt |
| Membership Dues | $1,178 | MembershipDuesAmt |
| Investment Income | $75 | InvestmentIncomeAmt |
| Fundraising Gross Income | $114,087 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $22,594 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $91,493 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $103,731 | TotalRevenueAmt |
| Other Expenses Total | $128,630 | OtherExpensesTotalAmt |
| Total Expenses | $128,630 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$24,899 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $67,602 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $42,703 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,602 | BOYAmt |
| EOY | $42,703 | EOYAmt |
Land And Buildings LandAndBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,602 | BOYAmt |
| EOY | $42,703 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,602 | BOYAmt |
| EOY | $42,703 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | See Schedule O | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|
| Student Programs: Art Masters, assemblies, author week, red ribbon week, steam lab, accelerated reader, premier sports, PBIS, and other programs. | $87,263 |
| Gifts to Students: Teacher stipends, council training, gifts to the school. | $34,711 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $121,974 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (12 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| Karen Baker | ||||
| President | 10.00 | $0 | $0 | $0 |
| Kathy Yu | ||||
| Executive Vice President | 4.00 | $0 | $0 | $0 |
| Mandy Haeberle | ||||
| Treasurer | 7.00 | $0 | $0 | $0 |
| Jennifer Miller | ||||
| Board Member Audit | 1.00 | $0 | $0 | $0 |
| Dina Wallace | ||||
| Historian | 1.00 | $0 | $0 | $0 |
| Lauren de la Rosa | ||||
| Recording Secretary | 4.00 | $0 | $0 | $0 |
| Rebecca Zaccaro | ||||
| Parliamentarian | 1.00 | $0 | $0 | $0 |
| Sara Johnson | ||||
| Vice President Programs | 2.00 | $0 | $0 | $0 |
| Kristin Gross | ||||
| Vice President Membership | 1.00 | $0 | $0 | $0 |
| Brandi Murdie | ||||
| Vice President Ways and Means | 1.00 | $0 | $0 | $0 |
| Kellie Bryant | ||||
| Vice President Risk Management | 1.00 | $0 | $0 | $0 |
| Janelle Zwicker | ||||
| Vice President Communications | 1.00 | $0 | $0 | $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 | Mandy Haeberle | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21801 Winding Way | AddressLine1Txt |
| City | Lake Forest | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92630 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9497685252 | 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 | $8,009 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,372 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,452 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $27,784 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,163 | CurrentTaxYearAmt |
| Total | $75,780 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $116,127 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $100,457 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,792 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $97,375 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $114,087 | CurrentTaxYearAmt |
| Total | $454,838 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $124,136 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $118,829 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $36,244 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $125,159 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $126,250 | CurrentTaxYearAmt |
| Total | $530,618 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $530,618 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $94 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $100 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $92 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $93 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $75 | CurrentTaxYearAmt |
| Total | $454 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $94 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $100 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $92 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $93 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $75 | CurrentTaxYearAmt |
| Total | $454 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $124,230 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $118,929 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $36,336 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $125,252 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $126,325 | CurrentTaxYearAmt |
| Total | $531,072 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99910 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99910 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agrmt Prof Fundraising Acty | false | AgrmtProfFundraisingActyInd |
| Licensed States | CA | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Jog-A-Thon | Event1Nm |
| Gross Receipts Event1 | $93,233 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $93,233 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $16,891 | OtherDirectExpensesEvent1Amt |
| Event2 | Boo Fair | Event2Nm |
| Gross Receipts Event2 | $7,080 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $7,080 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $4,503 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 3 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $13,774 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $13,774 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $1,200 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $114,087 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $114,087 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $22,594 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $22,594 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $91,493 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| General explanation attachment | Form 990-EZ, Part III - Organizations Primary PurposeTo benefit students of Rancho Canada Elementary School. |
| Description of other expenses Part I line 16 | Description AmountGifts to Rancho 27,799Hoedown expenses 14,540STEAM lab expenses 18,429Yearbook expenses 10,208Teacher and classroom resources 6,108Teacher stipends 4,125Assembly expenses 6,419Accelerated reader program 3,445Art masters expenses 4,692Premier sports 9,120PBIS 2,248Staff appreciation day 2,500Rancho CARES 1,834Welcome wagon expenses 1,396Volunteer expenses 287Spirit wear expenses 1,355Council training 15Membership expenses 294Hospitality 756Annual convention 2,430Website and digital marketing 1,009PayPal and Luma fees 367Taxes 455Insurance 272Sacramento convention 718Office supplies 298STEAM family night expenses 1,084Red ribbon week 336Winter celebration 1,580Valentines party 1,358Emergency supplies expenses 800End of year activities 2,311Other 42 |
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