PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC (EIN 95-4123386)
Tax period
2021-07-01 to 2022-06-30
Filed
2022-10-25
IRS object ID
202222989349302452
Schema version
2021v4.2
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

FieldValueIRS element (for citing)
Return2022-10-25T21:36:16-04:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN954295833PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Wayne Wright EABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1130 N Garden St Unit 1112AddressLine1Txt
CityVenturaCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93001ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN954123386EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Helmers Elementary PTABusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHELMBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line127300 Grandview DriveAddressLine1Txt
CityValenciaCityNm
State AbbreviationCAStateAbbreviationCd
ZIP913541800ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTeresa Sanchez-TuccioPersonNm
Person TitleTreasurerPersonTitleTxt
Phone6612864399PhoneNum
Signature2022-10-25SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstTeresaPersonFirstNm
Person LastSanchez-TuccioPersonLastNm

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWayne F WrightPreparerPersonNm
PTINP00576987PTIN
Phone6612951950PhoneNum
Preparation2022-10-25PreparationDt
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
OOB Security Verification00OOBSecurityVerificationCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerLeana FerrerPrincipalOfficerNm
Gross Receipts$5,898GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Group Exemption0646GroupExemptionNum
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.helmerspta.orgWebsiteAddressTxt
Type Of Organization AssocYes (X)TypeOfOrganizationAssocInd
Formation1994FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionChild Advocacy for Elementary-Aged School Children, With An Emphasis on Education And HealthActivityOrMissionDesc
Voting Members Governing Body9VotingMembersGoverningBodyCnt
Voting Members Independent9VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers40TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$3,492PYContributionsGrantsAmt
CY Contributions Grants$5,061CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
CY Investment Income$0CYInvestmentIncomeAmt
PY Other Revenue-$5,768PYOtherRevenueAmt
CY Other Revenue$83CYOtherRevenueAmt
PY Total Revenue-$2,276PYTotalRevenueAmt
CY Total Revenue$5,144CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$10,686PYOtherExpensesAmt
CY Other Expenses$29,179CYOtherExpensesAmt
PY Total Expenses$10,686PYTotalExpensesAmt
CY Total Expenses$29,179CYTotalExpensesAmt
PY Revenues Less Expenses-$12,962PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$24,035CYRevenuesLessExpensesAmt
Total Assets BOY$37,265TotalAssetsBOYAmt
Total Assets EOY$13,230TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$37,265NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$13,230NetAssetsOrFundBalancesEOYAmt
MissionChild Advocacy for Elementary-Aged School Children, With An Emphasis on Education And HealthMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$21,591ExpenseAmt
DescProgram-Student Activities: Helps support field trips, assemblies, after school enrichment, and other student activities. This program also includes an active disaster preparedness program.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$3,440ExpenseAmt
DescProgram-Hospitality & Teacher Appreciation: Focuses on developing good communication between students, parents, and teachers through social functions and classroom incentives.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$3,023ExpenseAmt
DescProgram-Gifts to School & Classrooms: Provides funding and support for classroom supplies, grounds improvements, and equipment. The program also provides funding for school modernization needs.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$28,054TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee0EmployeeCnt
Employment Tax Returns FiledfalseEmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members9GoverningBodyVotingMembersCnt
Independent Voting Member9IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnfalseAnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcfalseRegularMonitoringEnfrcInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonTeresa Sanchez TuccioPersonNm
Phone6612864399PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line127300 Grandview DriveAddressLine1Txt
CityValenciaCityNm
State AbbreviationCAStateAbbreviationCd
ZIP913541800ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
Stephine Ameneh Foote
Vice President2.000.00Yes (X)$0$0$0
Nakashima Garza
Co-VP Membership2.000.00Yes (X)$0$0$0
Christina Carlin
Auditor4.000.00Yes (X)$0$0$0
Malissa Rehfeld
Historian2.000.00Yes (X)$0$0$0
Carla Airi
Co-VP Membership2.000.00Yes (X)$0$0$0
Teresa Sanchez Tuccio
Treasurer4.000.00Yes (X)$0$0$0
Leana Ferrer
President4.000.00Yes (X)$0$0$0
Lauren Calderonello
Secretary4.000.00Yes (X)$0$0$0
Amanda Bergen
Vice President-Programs2.000.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$5,061AllOtherContributionsAmt
Total Contributions$5,061TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCd
Enrichment-Binders611710
Field Trips611710
FieldValueIRS element (for citing)
Gross Sales Of Inventory$837GrossSalesOfInventoryAmt
Cost Of Goods Sold$754CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$83TotalRevenueColumnAmt
Related Or Exempt Func Income$83RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,144TotalRevenueColumnAmt
Related Or Exempt Func Income$83RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$250TotalAmt
Management And General$250ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$35TotalAmt
Management And General$35ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$332TotalAmt
Management And General$332ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$250TotalAmt
Management And General$250ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$258TotalAmt
Management And General$258ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
Program-Student Activities$21,591$21,591
Program-Hospitality$3,440$3,440
Program-Gifts to School$3,023$3,023

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$29,179TotalAmt
Program Services$28,054ProgramServicesAmt
Management And General$1,125ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$37,265BOYAmt
EOY$13,230EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$37,265BOYAmt
EOY$13,230EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$37,265BOYAmt
EOY$13,230EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$37,265BOYAmt
EOY$13,230EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$37,265BOYAmt
EOY$13,230EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$24,035ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,297CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$25,217CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$113,874CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,492CurrentTaxYearMinus1YearAmt
Current Tax Year$5,061CurrentTaxYearAmt
Total$151,941TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$136,368CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$124,853CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,809CurrentTaxYearMinus2YearsAmt
Total$268,030TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$16,589CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$20,620CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$14,836CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$440CurrentTaxYearMinus1YearAmt
Current Tax Year$837CurrentTaxYearAmt
Total$53,322TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$157,254CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$170,690CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$135,519CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,932CurrentTaxYearMinus1YearAmt
Current Tax Year$5,898CurrentTaxYearAmt
Total$473,293TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$473,293PublicSupportTotal509Amt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$157,254CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$170,690CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$135,519CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,932CurrentTaxYearMinus1YearAmt
Current Tax Year$5,898CurrentTaxYearAmt
Total$473,293TotalAmt
FieldValueIRS element (for citing)
Public Support CY5091.00000PublicSupportCY509Pct
Public Support PY5091.00000PublicSupportPY509Pct
Investment Income CY0.00000InvestmentIncomeCYPct
Investment Income PY0.00000InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule G IRS990ScheduleG

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990 governing body review Part VI line 11The completed Form 990 is turned in to the PTA Council for review. The council encourages PTAs within its membership to complete the Form 990 at least one month prior to the initial IRS imposed 990 deadline. The council then makes recommendations to the PTA upon completion of its review. The member PTA body discusses the council findings in a regular PTA board meeting. The Form 990 is approved, or edited for necessary changes, and then filed with the Internal Revenue Service.
Governing documents etc available to public Part VI line 19The organizations books, records, and Form 990 are available for inspection upon written or in-person request to the Charles Helmer Elementary School administration office. The Helmer administration office then forwards the request to principals of the PTA. The organizations Form 990 can also be viewed by the public on the internet at www.guidestar.org or at the California Secretary of State Registry of Charitable Trusts at rct.doj.ca.gov.

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