PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC: Form 990EZ, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC (EIN 95-6207271)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2022-10-19
- IRS object ID
- 202212929349200631
- Schema version
- 2021v4.0
- 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 | 2022-10-19T14:13:29-07:00 | ReturnTs |
| Tax Period End | 2022-06-30 | 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 | 2021-07-01 | 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 | Amanda Tomasulo | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2022-10-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Amanda | PersonFirstNm |
| Person Last | Tomasulo | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Louise Liewald CPA | PreparerPersonNm |
| PTIN | P00370400 | PTIN |
| Phone | 5624317872 | 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 | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | 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 | $120,693 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $13,078 | ContributionsGiftsGrantsEtcAmt |
| Membership Dues | $9,944 | MembershipDuesAmt |
| Investment Income | $44 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Fundraising Gross Income | $97,627 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $27,762 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $69,865 | SpecialEventsNetIncomeLossAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Total Revenue | $92,931 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $1,350 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $72,346 | OtherExpensesTotalAmt |
| Total Expenses | $73,696 | TotalExpensesAmt |
| Excess Or Deficit For Year | $19,235 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $85,161 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $104,396 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,161 | BOYAmt |
| EOY | $104,396 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,161 | BOYAmt |
| EOY | $104,396 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,161 | BOYAmt |
| EOY | $104,396 | 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. | $29,935 |
| 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. | $39,393 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $69,328 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (9 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| Jessica Titel | ||
| Vice President | 5.00 | $0 |
| Nikki Walsh | ||
| Comm. Sec. | 5.00 | $0 |
| Sarah Coley | ||
| Rec Secretary | 5.00 | $0 |
| Danielle Teague | ||
| Treasurer | 5.00 | $0 |
| Brian Somoano | ||
| Parliamentarian | 5.00 | $0 |
| Vanessa Woods | ||
| Historian | 5.00 | $0 |
| Tim DeShazer | ||
| Financial Sec. | 5.00 | $0 |
| Arianna Rodriguez | ||
| 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 | Danielle Teague | 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 | $33,087 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $52,608 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,281 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,760 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,022 | CurrentTaxYearAmt |
| Total | $155,758 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $114,654 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $92,863 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $107,805 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $32,983 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $97,627 | CurrentTaxYearAmt |
| Total | $445,932 | 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 | $147,741 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $145,471 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $132,086 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $55,743 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $120,649 | CurrentTaxYearAmt |
| Total | $601,690 | 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 | $601,690 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $21 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $44 | CurrentTaxYearAmt |
| Total | $78 | 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 Minus2 Years | $21 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $44 | CurrentTaxYearAmt |
| Total | $78 | 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 | $147,741 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $145,471 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $132,107 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $55,756 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $120,693 | CurrentTaxYearAmt |
| Total | $601,768 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99990 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99990 | PublicSupportPY509Pct |
| Investment Income CY | 0.00010 | 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 | Fall Spring Fundraiser | Event1Nm |
| Gross Receipts Event1 | $45,866 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $45,866 | GrossRevenueEvent1Amt |
| Event2 | Carnival | Event2Nm |
| Gross Receipts Event2 | $32,138 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $32,138 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $16,902 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $10,269 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $10,269 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $4,833 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $88,273 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $88,273 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $21,735 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $21,735 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $66,538 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (35 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Other Expenses.1012 | Insurance $232 |
| Other Expenses.1 | Spirit Wear $6613 |
| Other Expenses.2 | 5th Grade Y/E Activities $5659 |
| Other Expenses.3 | Reading Program $5481 |
| Other Expenses.4 | Classroom Supplies $5456 |
| Other Expenses.5 | Assemblies $5013 |
| Other Expenses.6 | Science Program $5000 |
| Other Expenses.7 | Membership Dues $4746 |
| Other Expenses.8 | Reflex Math $4408 |
| Other Expenses.9 | Newsletter $4400 |
| Other Expenses.10 | Staff Appreciation Week $4032 |
| Other Expenses.11 | Field Trips $2695 |
| Other Expenses.12 | Scholastic Expense $2687 |
| Other Expenses.13 | Intervention Teachers $2000 |
| Other Expenses.14 | Bank Fees $1990 |
| Other Expenses.15 | Honorary Service Award $1781 |
| Other Expenses.16 | Garden Expense $1542 |
| Other Expenses.17 | Teacher Training Support $1496 |
| Other Expenses.18 | Raz Kids $1114 |
| Other Expenses.19 | Scholarship Funds $1112 |
| Other Expenses.20 | Hospitality $1051 |
| Other Expenses.21 | Family Nights $906 |
| Other Expenses.22 | School Supplies $557 |
| Other Expenses.23 | Student Planners $526 |
| Other Expenses.24 | Operations Supplies $408 |
| Other Expenses.25 | Welcome Photos $311 |
| Other Expenses.26 | Donations $259 |
| Other Expenses.27 | Officer Expenses $225 |
| Other Expenses.28 | State of the District $200 |
| Other Expenses.29 | Dues & Subscriptions $122 |
| Other Expenses.30 | Red Ribbon Week $102 |
| Other Expenses.31 | Playground Equipment $95 |
| Other Expenses.32 | Back to School Event $84 |
| Other Expenses.33 | Website Fees $42 |
| Other Expenses.34 | Rounding $1 |
Comments