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 23-7124522)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2023-12-09
- IRS object ID
- 202323439349200202
- 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 | 2023-12-09T10:11:41-08:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL C AGRESTI CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17342 STAFFORD CIR | AddressLine1Txt |
| City | YORBA LINDA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92886 | 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 | 237124522 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GLENVIEW ELEMENTARY PTA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GLEN | BusinessNameControlTxt |
| Phone | 7149867150 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1775 GLENVIEW AVENUE | AddressLine1Txt |
| City | ANAHEIM | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92807 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CATHY APOLO-BALLENGER | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2023-12-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CATHY | PersonFirstNm |
| Person Last | APOLO-BALLENGER | 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 | Michael C Agresti | PreparerPersonNm |
| PTIN | P00716069 | PTIN |
| Phone | 7143213680 | 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) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $162,142 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $427 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $2,574 | ProgramServiceRevenueAmt |
| Investment Income | $25 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Fundraising Gross Income | $103,221 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $5,499 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $97,722 | SpecialEventsNetIncomeLossAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Other Revenue Total | $55,895 | OtherRevenueTotalAmt |
| Total Revenue | $156,643 | TotalRevenueAmt |
| Other Expenses Total | $178,499 | OtherExpensesTotalAmt |
| Total Expenses | $178,499 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$21,856 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $46,393 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $24,537 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,393 | BOYAmt |
| EOY | $24,537 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,393 | BOYAmt |
| EOY | $24,537 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,393 | BOYAmt |
| EOY | $24,537 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | TO SUPPORT THE STUDENTS OF GLENVIEW ELEMENTARY | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | TO SUPPORT THE STUDENTS OF GLENVIEW ELEMENTARY THROUGH FIELD TRIPS, ART, BOOK FAIR,SCHOOL CARNIVAL, PBIS AND YEARBOOK PROGRAMS | DescriptionProgramSrvcAccomTxt |
| Program Service Expenses | $173,371 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $173,371 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (11 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| CATHY APOLO-BALLENGER | ||
| President | 20.00 | $0 |
| CINDEE MAYER | ||
| FINANCIAL SECRE | 10.00 | $0 |
| RACHEL BINER | ||
| Vice President | 10.00 | $0 |
| VANESSA GAMBINO | ||
| Secretary | 10.00 | $0 |
| MEGHAN BAUTISTA | ||
| Treasurer | 10.00 | $0 |
| CARIE PEDERSON | ||
| HISTORIAN | 10.00 | $0 |
| ERIC QUINTERO | ||
| AUDITOR | 10.00 | $0 |
| MIMI WINSTON | ||
| PARLIAMENTARIAN | 10.00 | $0 |
| ERICA PEREZ | ||
| 2ND VICE PRESID | 10.00 | $0 |
| SARAH LOPEZ-VALDIVIA | ||
| 3RD VICE PRESID | 10.00 | $0 |
| NATHALY HERNANDEZ | ||
| HOSPITALITY | 10.00 | $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 | MEGHAN BAUTISTA | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1775 GLENVIEW AVENUE | AddressLine1Txt |
| City | ANAHEIM | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92807 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7149867150 | 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,102 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,076 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $957 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $775 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,001 | CurrentTaxYearAmt |
| Total | $7,911 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,102 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,076 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $957 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $775 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,001 | CurrentTaxYearAmt |
| Total | $7,911 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $7,911 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $29,160 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,427 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,970 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,418 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $55,533 | CurrentTaxYearAmt |
| Total | $123,508 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $131,419 | TotalSupportAmt |
| Public Support CY170 | 0.06020 | PublicSupportCY170Pct |
| Public Support PY170 | 0.10190 | PublicSupportPY170Pct |
| Ten Pct Facts Crcmstncs Test PY | Yes (X) | TenPctFactsCrcmstncsTestPYInd |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | JOGATHON | Event1Nm |
| Gross Receipts Event1 | $48,392 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $48,392 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $5,499 | OtherDirectExpensesEvent1Amt |
| Event2 | MISCELLANEOUS FUNDRAISING | Event2Nm |
| Gross Receipts Event2 | $46,520 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $46,520 | GrossRevenueEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $8,309 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $8,309 | GrossRevenueOtherEventsAmt |
| Gross Receipts Total | $103,221 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $103,221 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $5,499 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $5,499 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $97,722 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Other Revenue.1 | PTA PROGRAMS $55533 |
| Other Revenue.2 | MEMBERSHIP REMITTANCE $362 |
| Other Expenses.1 | PROGRAM EXPENSES $173371 |
| Other Expenses.2 | HOSPITALITY/TEACHER APPRECIATI $3260 |
| Other Expenses.3 | OPERATING EXPENSES $1868 |
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