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 95-6207429)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-12
- IRS object ID
- 202531329349201848
- Schema version
- 2023v6.0
- 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 | 2025-05-12T11:48:48-04:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 261081736 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARLSBAD CERTIFIED PUBLIC ACCOUNTANTS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5741 PALMER WAY SUITE A | AddressLine1Txt |
| City | CARLSBAD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 920107248 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 956207429 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOLANA BEACH ELEMENTARY PTA | BusinessNameLine1Txt |
| Business Name Line2 | PTA CA CONGRESS OF PARENTS TEACHERS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOLA | BusinessNameControlTxt |
| Phone | 8587943700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 780 SANTA VICTORIA | AddressLine1Txt |
| City | SOLANA BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92075 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HEATHER ADAMS | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8587943700 | PhoneNum |
| Signature | 2025-05-12 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOANNE GODDARD-HACKETT | PreparerPersonNm |
| PTIN | P00543666 | PTIN |
| Phone | 7604389500 | PhoneNum |
| Preparation | 2025-05-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | 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.SOLANABEACHPTA.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Assoc | Yes (X) | TypeOfOrganizationAssocInd |
| Gross Receipts | $89,413 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $35,252 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $407 | InvestmentIncomeAmt |
| Fundraising Gross Income | $53,754 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $21,824 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $31,930 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $67,589 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $14,590 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $515 | FeesAndOtherPymtToIndCntrctAmt |
| Printing Publications Postage | $180 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $27,715 | OtherExpensesTotalAmt |
| Total Expenses | $43,000 | TotalExpensesAmt |
| Excess Or Deficit For Year | $24,589 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $43,024 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $67,613 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,024 | BOYAmt |
| EOY | $67,613 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,024 | BOYAmt |
| EOY | $67,613 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,024 | BOYAmt |
| EOY | $67,613 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | OUR MISSION IS TO POSITIVELY IMPACT THE LIVES OF ALL CHILDREN AND FAMILIES. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| TO ENRICH THE LEARNING OF STUDENTS | $14,570 | $27,416 |
| TO PROMOTE THE WELFARE OF STUDENTS | $7,000 | |
| TO SUPPORT THE SCHOOLS AND INCREASE HOME/COMMUNITY INVOLVEMENT | $6,203 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $40,619 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (4 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| KRISTIN BRINNER | ||
| PRESIDENT - | 15.00 | $0 |
| JULIA MAXWELL | ||
| VICE PRESIDE | 10.00 | $0 |
| SHAWNA MCGARRY | ||
| SECRETARY | 5.00 | $0 |
| HEATHER ADAMS | ||
| TREASURER | 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 |
| 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOLANA BEACH PTA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 780 SANTA VICTORIA | AddressLine1Txt |
| City | SOLANA BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92075 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8587943700 | 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 | $15,063 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,332 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,291 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,490 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $35,252 | CurrentTaxYearAmt |
| Total | $72,428 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $65,511 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,354 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $40,746 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $58,214 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $53,754 | CurrentTaxYearAmt |
| Total | $238,579 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $80,574 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,686 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $44,037 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $63,704 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $89,006 | CurrentTaxYearAmt |
| Total | $311,007 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $311,007 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $130 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $137 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $34 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $50 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $407 | CurrentTaxYearAmt |
| Total | $758 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $130 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $137 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $34 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $50 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $407 | CurrentTaxYearAmt |
| Total | $758 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $80,704 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,823 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $44,071 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $63,754 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $89,413 | CurrentTaxYearAmt |
| Total | $311,765 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99760 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99830 | 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
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | MOVE & GROOVE A | Event1Nm |
| Gross Receipts Event1 | $38,456 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $38,456 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $10,551 | OtherDirectExpensesEvent1Amt |
| Event2 | SPIRIT WEAR SHO | Event2Nm |
| Gross Receipts Event2 | $14,492 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $14,492 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $10,778 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $52,948 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $52,948 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $21,329 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $21,329 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $31,619 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 10 | NORTH COASTAL COUNCIL OF PTAS ADMIN SUPPORT 20 155 STEVENS AVE SOLANA BEACH CA 92075 |
| FORM 990-EZ, PART I, LINE 10 | NAME: SOLANA BEACH SCHOOL DISTRICT ADDRESS: 309 NORTH RIOS AVE SOLANA BEACH, CA 92075 CASH CONTRIBUTION: 14,570 |
| FORM 990-EZ, PART I, LINE 16 | EXPENSES OFFICE 148 INFORMATION TECHNOLOGY 970 CONFERENCES/MEETINGS 199 INSURANCE 282 FILING FEES 67 EDUCATIONAL ASSEMBLIES 1,197 STUDENT NEWSPAPER 864 AWARDS AND RECOGNITION 3,042 GARDEN PROGRAM 3,125 PLAYGROUND PROGRAMS 300 STUDENT WELLNESS EVENTS 494 TEACHER & STAFF APPRECIAT 6,203 SCHOOL IMPROVEMENTS 8,738 TECHNOLOGY 380 CLASSROOM SUPPLIES 423 STUDENT WELLNESS PROGRAM 39 READING PROGRAM 1,244 TOTAL 27,715 |