PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC: Form 990EZ, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC (EIN 95-3497028)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-02-24
- IRS object ID
- 202140559349200514
- Schema version
- 2019v5.0
- 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 | 2021-02-24T09:33:40-08:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 471857580 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Pacific Tax Advisors | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3857 Birch Street Ste 253 | AddressLine1Txt |
| City | Newport Beach | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92660 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953497028 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PTA CALIFORNIA CONGRESS OF PARENTS | BusinessNameLine1Txt |
| Business Name Line2 | SA MOFFETT ELEMENTARY PTA | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PTAC | BusinessNameControlTxt |
| Phone | 7149638985 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8800 BURLCREST DRIVE | AddressLine1Txt |
| City | HUNTINGTON BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92646 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER JAHNKE | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2021-02-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Nancy M Cahill EA | PreparerPersonNm |
| PTIN | P01067552 | PTIN |
| Phone | 7143742053 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | http://www.moffettpta.org/ | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Assoc | Yes (X) | TypeOfOrganizationAssocInd |
| Gross Receipts | $119,293 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $127 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $6,952 | ProgramServiceRevenueAmt |
| Membership Dues | $10,219 | MembershipDuesAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Fundraising Gross Income | $99,490 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $24,273 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $75,217 | SpecialEventsNetIncomeLossAmt |
| Gross Sales Of Inventory | $2,505 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $1,806 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | $699 | GrossProfitLossSlsOfInvntryAmt |
| Total Revenue | $93,214 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $1,160 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $74,100 | OtherExpensesTotalAmt |
| Total Expenses | $75,260 | TotalExpensesAmt |
| Excess Or Deficit For Year | $17,954 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $45,214 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $63,168 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,214 | BOYAmt |
| EOY | $63,168 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,214 | BOYAmt |
| EOY | $63,168 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,214 | BOYAmt |
| EOY | $63,168 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | TO ENRICH THE EDUCATIONAL EXPERIENCES OF STUDENTS AT SA MOFFETT ELEMENTARY SCHOOL. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (15 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt |
|---|---|
| FIELD TRIPS | $6,091 |
| YEARBOOKS | $44 |
| ACCELERATED READER | $6,891 |
| ASSEMBLIES | $4,346 |
| BEST FOOT FORWARD READING PROGRAM | $4,127 |
| CLASS ACT (SYMPHONY) | $42 |
| PHYSICAL FITNESS EDUCATION | $1,251 |
| TEACHER REIMBURSEMENTS | $11,000 |
| REFLECTIONS | $417 |
| 5TH GRADE END OF YEAR ACTIVITIES | $1,544 |
| PRINCIPAL INCENTIVES | $623 |
| GRADE LEVEL STIPEND | $9,098 |
| INSTRUCTIONAL SUPPORT | $8,200 |
| FAMILY NIGHT | $2,797 |
| MUSIC EQUIPMENT | $7,512 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $63,983 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (11 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| KARA RITTER | ||
| President | 8.00 | $0 |
| AMY DIBELKA | ||
| HISTORIAN | 2.00 | $0 |
| ALLISON CATO | ||
| PARLIAMENTARIAN | 2.00 | $0 |
| REINA SCHURIG | ||
| AUDITOR | 1.00 | $0 |
| BETH TANGNEY | ||
| Secretary | 2.00 | $0 |
| LORI HEWETT | ||
| VP MEMBERSHIP | 4.00 | $0 |
| CASSIE ORR | ||
| VP WAYS & MEANS | 4.00 | $0 |
| JENNIFER JAHNKE | ||
| Treasurer | 8.00 | $0 |
| HARMONY SPARKS | ||
| FIN. SECRETARY | 2.00 | $0 |
| ERIN LUSIGNAN | ||
| Reflect Co-Chr | 1.00 | $0 |
| HEATHER HUNT | ||
| ADVOCACY | 1.00 | $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 | JENNIFER JAHNKE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8800 BURLCREST DRIVE | AddressLine1Txt |
| City | HUNTINGTON BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92646 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9492922866 | 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 | $9,665 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,949 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,779 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,006 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,345 | CurrentTaxYearAmt |
| Total | $62,744 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $478,800 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $323,512 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $128,864 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $127,980 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $108,948 | CurrentTaxYearAmt |
| Total | $1,168,104 | 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 | $488,465 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $334,461 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $143,643 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $144,986 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $119,293 | CurrentTaxYearAmt |
| Total | $1,230,848 | 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) |
|---|---|---|
| Current Tax Year Minus3 Years | $14,275 | CurrentTaxYearMinus3YearsAmt |
| Total | $14,275 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $14,275 | CurrentTaxYearMinus3YearsAmt |
| Total | $14,275 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $1,216,573 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | 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 | $488,465 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $334,461 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $143,643 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $144,986 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $119,293 | CurrentTaxYearAmt |
| Total | $1,230,848 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98840 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99060 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | JOG-A-THON | Event1Nm |
| Gross Receipts Event1 | $75,007 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $75,007 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $9,466 | OtherDirectExpensesEvent1Amt |
| Event2 | GALA | Event2Nm |
| Gross Receipts Event2 | $7,769 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $7,769 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $9,572 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $13,616 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $13,616 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $157 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $96,392 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $96,392 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $19,195 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $19,195 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $77,197 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (30 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Other Expenses.1002 | Office Expenses $1711 |
| Other Expenses.1012 | Insurance $232 |
| Other Expenses.1 | TEACHER/LIBRARY REIMBURSEMENTS $11000 |
| Other Expenses.2 | GRADE LEVEL STIPEND $9098 |
| Other Expenses.3 | INSTRUCTIONAL SUPPORT $8200 |
| Other Expenses.4 | MUSIC EQUIPMENT $7512 |
| Other Expenses.5 | ACCELERATED READER $6891 |
| Other Expenses.6 | FIELD TRIPS $6091 |
| Other Expenses.7 | ASSEMBLIES $4346 |
| Other Expenses.8 | BEST FOOT FORWARD $4127 |
| Other Expenses.9 | MEMBERSHIP EXPENSES $3133 |
| Other Expenses.10 | FAMILY NIGHT $2797 |
| Other Expenses.11 | HOSPITALITY $2480 |
| Other Expenses.12 | 5TH GRADE END OF YEAR $1544 |
| Other Expenses.13 | PHYSICAL FITNESS (OC RUN) $1251 |
| Other Expenses.14 | LEGISLATIVE $767 |
| Other Expenses.15 | PRINCIPAL INCENTIVES/PRIZES $623 |
| Other Expenses.16 | FOUNDERS DAY $440 |
| Other Expenses.17 | REFLECTIONS $417 |
| Other Expenses.18 | HONORARY SERVICE AWARDS $285 |
| Other Expenses.19 | CURRICULUM LAB $250 |
| Other Expenses.20 | PAYPAL/SQUARE FEES $230 |
| Other Expenses.21 | WEBISTE/PTA-EZ $209 |
| Other Expenses.22 | HISTORIAN EXPENSES $106 |
| Other Expenses.23 | HUC UNIT ASSESSMENT $100 |
| Other Expenses.24 | FILING FEES $70 |
| Other Expenses.25 | MEETING EXPENSES $60 |
| Other Expenses.26 | BANK CHARGES $44 |
| Other Expenses.27 | YEARBOOKS $44 |
| Other Expenses.28 | CLASS ACT $42 |
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