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 95-6207271)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2023-09-29
- IRS object ID
- 202322729349200632
- 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 | 2023-09-29T11:19:25-07:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 823703069 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLMQUIST LIEWALD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3415 CERRITOS AVE | AddressLine1Txt |
| City | LOS ALAMITOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90720 | 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 | 956207271 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PTA - Rossmoor Elementary | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PTA- | BusinessNameControlTxt |
| Phone | 5627994520 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3272 SHAKESPEARE DR | AddressLine1Txt |
| City | LOS ALAMITOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90720 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kellie Playter | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2023-09-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Kellie | PersonFirstNm |
| Person Last | Playter | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Louise Liewald CPA | PreparerPersonNm |
| PTIN | P00370400 | PTIN |
| Phone | 5627994975 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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.losalusd.k12.ca.us/rossmoor/ | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $135,515 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $47,799 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $26,673 | ProgramServiceRevenueAmt |
| Membership Dues | $11,693 | MembershipDuesAmt |
| Investment Income | $53 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Fundraising Gross Income | $49,297 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $33,062 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $16,235 | SpecialEventsNetIncomeLossAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Total Revenue | $102,453 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $525 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $107,375 | OtherExpensesTotalAmt |
| Total Expenses | $107,900 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$5,447 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $104,396 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $98,949 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,396 | BOYAmt |
| EOY | $98,949 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,396 | BOYAmt |
| EOY | $98,949 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,396 | BOYAmt |
| EOY | $98,949 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | To support Rossmoor Elementary School. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|
| INSTRUCTIONAL PROGRAMS INCLUDING LANGUAGE ARTS, GIFTS TO SCHOOL, COMPUTER LAB, FIBO ART ACADEMY, MUSIC, PE SCIENCE, SPEECH CONTEST, MEMBERSHIPS, TEACHING EQUIPMENT, TECHNOLOGY AIDE AND TECHNOLOGY EQUIPMENT.In 2022-2023, our school PTA funded a commplete makeover of our school's media center. We purchased new books, furniture, decor, and cleaned up the space. This is now one of our students' favorite places to hang out and read. We also funded school field trips, including transportation and admission, to museums, the Aquarium of the Pacific, a farm, and several other places. PTA also provided supplies to teachers and funded enrichment programs for students such as assemblies, computer software, and experiential learning activities. | $96,071 |
| ENRICHMENT PROGRAMS:YEAR BOOK, ASSEMBLIES, GRADUATION, CASTLE ROSSMOOR, FIELD TRIPS, PARENT EDUCATION, READING IS FUNDAMENTAL, REFLECTIONS, VARIETY SHOW AND HONORARY SERVICE AWARDSIn 2020-2021, the school PTA donated 500 books to Olive Crest Foster Agency. They also worked with Save Our Beach and cleaned up Seal Beach for 2 hours. They had 60 volunteers for the beach cleanup. In addition, they donated 611 pounds of food to Food Finders. They also adopted a family for the holidays and wrote thank you cards to the amazing health care workers. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $96,071 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (9 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| Sydney Tyra | ||
| Vice President | 5.00 | $0 |
| Lisa Duron | ||
| Comm. Sec. | 5.00 | $0 |
| Lindsay Cunningham | ||
| Rec Secretary | 5.00 | $0 |
| Kellie Playter | ||
| Treasurer | 5.00 | $0 |
| Ray Wagner | ||
| Parliamentarian | 5.00 | $0 |
| Nikki Walsh | ||
| Historian | 5.00 | $0 |
| Elizabeth Whitt | ||
| Financial Sec. | 5.00 | $0 |
| Amanda Tomasulo | ||
| President | 5.00 | $0 |
| Andrea Zarember | ||
| Auditor | 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 |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| 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 | Kellie Playter | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3272 Shakespeare Dr | AddressLine1Txt |
| City | Los Alamitos | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90720 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5627994520 | 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 | $52,608 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,281 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $22,760 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,022 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $59,492 | CurrentTaxYearAmt |
| Total | $182,163 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $92,863 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $107,805 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $32,983 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $97,627 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $75,968 | CurrentTaxYearAmt |
| Total | $407,246 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $145,471 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $132,086 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $55,743 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $120,649 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $135,460 | CurrentTaxYearAmt |
| Total | $589,409 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $589,409 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $21 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $44 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $53 | CurrentTaxYearAmt |
| Total | $131 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $21 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $44 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $53 | CurrentTaxYearAmt |
| Total | $131 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $145,471 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $132,107 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $55,756 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $120,693 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $135,513 | CurrentTaxYearAmt |
| Total | $589,540 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99980 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99990 | PublicSupportPY509Pct |
| Investment Income CY | 0.00020 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00010 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Carnival | Event1Nm |
| Gross Receipts Event1 | $31,197 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $31,197 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $19,426 | OtherDirectExpensesEvent1Amt |
| Event2 | Bookfair | Event2Nm |
| Gross Receipts Event2 | $15,710 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $15,710 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $13,636 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $46,907 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $46,907 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $33,062 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $33,062 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $13,845 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (31 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Other Expenses.1012 | Insurance $272 |
| Other Expenses.1 | Media Center $19866 |
| Other Expenses.2 | School Programming $12410 |
| Other Expenses.3 | Field Trips $12367 |
| Other Expenses.4 | School Supplies $10721 |
| Other Expenses.5 | 5th Grade Y/E Activities $10442 |
| Other Expenses.6 | Membership Dues $6446 |
| Other Expenses.7 | Spirit Wear $5497 |
| Other Expenses.8 | Intervention Teachers $4960 |
| Other Expenses.9 | Staff Appreciation $4901 |
| Other Expenses.10 | Camp Out $3654 |
| Other Expenses.11 | Assemblies $2478 |
| Other Expenses.12 | Family Nights $2420 |
| Other Expenses.13 | Honorary Service Award $1923 |
| Other Expenses.14 | Merchant Fees $1818 |
| Other Expenses.15 | Fourth Grade Trip $1681 |
| Other Expenses.16 | Teacher Training Support $1306 |
| Other Expenses.17 | Hospitality $1292 |
| Other Expenses.18 | Software Expense $750 |
| Other Expenses.19 | Ice Cream Social $450 |
| Other Expenses.20 | Officer Expenses $344 |
| Other Expenses.21 | State of the District $240 |
| Other Expenses.22 | Red Ribbon Week $230 |
| Other Expenses.23 | Playground Equipment $219 |
| Other Expenses.24 | Garden Expense $215 |
| Other Expenses.25 | Variety Show $195 |
| Other Expenses.26 | Welcome Back Activities $136 |
| Other Expenses.27 | Postage $63 |
| Other Expenses.28 | Filing Fees $50 |
| Other Expenses.29 | Bank Fees $43 |
| Other Expenses.54 | Rounding $-14 |
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