PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC: Form 990EZ, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC (EIN 95-3497028)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-02-28
- IRS object ID
- 202020599349200312
- Schema version
- 2018v3.1
- 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 | 2020-02-28T11:12:09-08:00 | ReturnTs |
| Tax Period End | 2019-06-30 | 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 | 2018-07-01 | 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 | 2020-02-28 | 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 | 2018 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | 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 | $144,986 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $8,453 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $4,393 | ProgramServiceRevenueAmt |
| Membership Dues | $8,552 | MembershipDuesAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Fundraising Gross Income | $119,661 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $32,530 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $87,131 | SpecialEventsNetIncomeLossAmt |
| Gross Sales Of Inventory | $3,927 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $3,704 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | $223 | GrossProfitLossSlsOfInvntryAmt |
| Total Revenue | $108,752 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $840 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $113,667 | OtherExpensesTotalAmt |
| Total Expenses | $114,507 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$5,755 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $50,969 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $45,214 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,969 | BOYAmt |
| EOY | $45,214 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,969 | BOYAmt |
| EOY | $45,214 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,969 | BOYAmt |
| EOY | $45,214 | 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 (18 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt |
|---|---|
| MARQUEE FOR SCHOOL | $25,000 |
| FIELD TRIPS | $15,604 |
| YEARBOOKS | $1,108 |
| ACCELERATED READER | $7,998 |
| ART MASTERS | $8,003 |
| ASSEMBLIES | $3,645 |
| BEST FOOT FORWARD READING PROGRAM | $3,300 |
| CLASS ACT (SYMPHONY) | $221 |
| PHYSICAL FITNESS EDUCATION | $2,572 |
| TEACHER REIMBURSEMENTS | $10,640 |
| OTHER PROGRAMS: 4TH & 5TH GRADE PLANNERS, READ ACROSS AMERICA, RED RIBOON WEEK, REFLECTIONS, SCHOOL BEAUTIFICATION, STUDENT WELFARE, TRACK & FIELD. | $2,038 |
| 5TH GRADE END OF YEAR ACTIVITIES | $924 |
| PRINCIPAL INCENTIVES | $1,456 |
| EARTHQUAKE KITS | $736 |
| GRADE LEVEL STIPEND | $4,800 |
| INSTRUCTIONAL SUPPORT | $9,570 |
| FAMILY NIGHT | $1,956 |
| SCHOOL BEAUTIFICATION/GARDEN | $2,670 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $102,241 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (13 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| KARA RITTER | ||
| President | 8.00 | $0 |
| CATHERINE SPINOWITZ | ||
| HISTORIAN | 2.00 | $0 |
| ALLISON CATO | ||
| PARLIAMENTARIAN | 2.00 | $0 |
| REINA SCHURIG | ||
| AUDITOR | 1.00 | $0 |
| BETH TANGNEY | ||
| Secretary | 2.00 | $0 |
| MONICA HORNER | ||
| VP MEMBERSHIP | 4.00 | $0 |
| CASSIE ORR | ||
| VP WAYS & MEANS | 4.00 | $0 |
| JUDI HALL | ||
| Treasurer | 8.00 | $0 |
| HARMONY SPARKS | ||
| FIN. SECRETARY | 2.00 | $0 |
| ERIN LUSIGNAN | ||
| Reflect Co-Chr | 1.00 | $0 |
| HEATHER HUNT | ||
| Reflect Co-Chr | 1.00 | $0 |
| JANET ECKERT | ||
| Reflect Co-Chr | 1.00 | $0 |
| ALEX ANDERSON | ||
| Advocacy/Legis | 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 |
| Organization Filed990 T | false | OrganizationFiled990TInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Initiation Fees And Cap Contri | $0 | InitiationFeesAndCapContriAmt |
| Gross Receipts For Public Use | $0 | GrossReceiptsForPublicUseAmt |
| 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
| 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 | 7149638985 | 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 |
| Form720 Filed | false | Form720FiledInd |
| 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 |
| Related Org Sect527 Org | false | RelatedOrgSect527OrgInd |
| 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 | $8,163 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,665 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,949 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,779 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,006 | CurrentTaxYearAmt |
| Total | $60,562 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $403,284 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $478,800 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $323,512 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $128,864 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $127,980 | CurrentTaxYearAmt |
| Total | $1,462,440 | 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 | $411,447 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $488,465 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $334,461 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $143,643 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $144,986 | CurrentTaxYearAmt |
| Total | $1,523,002 | 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 Minus2 Years | $14,275 | CurrentTaxYearMinus2YearsAmt |
| Total | $14,275 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $14,275 | CurrentTaxYearMinus2YearsAmt |
| Total | $14,275 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $1,508,727 | 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 | $411,447 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $488,465 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $334,461 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $143,643 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $144,986 | CurrentTaxYearAmt |
| Total | $1,523,002 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99060 | 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 | $67,833 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $67,833 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $10,678 | OtherDirectExpensesEvent1Amt |
| Event2 | FALL CARNIVAL | Event2Nm |
| Gross Receipts Event2 | $36,804 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $8,453 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $28,351 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $490 | NonCashPrizesEvent2Amt |
| Entertainment Event2 | $275 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $12,542 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $17,522 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $17,522 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $6,054 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $122,159 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $8,453 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $113,706 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $490 | NonCashPrizesTotalEventsAmt |
| Entertainment Total Events | $275 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $29,274 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $30,039 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $83,667 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (40 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Other Expenses.1007 | Conferences, Conventions, and Meetings $1834 |
| Other Expenses.1012 | Insurance $232 |
| Other Expenses.1 | MARQUEE FOR SCHOOL $25000 |
| Other Expenses.2 | FIELD TRIPS $15604 |
| Other Expenses.3 | TEACHER/LIBRARY REIMBURSEMENTS $10640 |
| Other Expenses.4 | INSTRUCTIONAL SUPPORT $9570 |
| Other Expenses.5 | ART MASTERS $8003 |
| Other Expenses.6 | ACCELERATED READER $7998 |
| Other Expenses.7 | GRADE LEVEL STIPEND $4800 |
| Other Expenses.8 | ASSEMBLIES $3645 |
| Other Expenses.9 | BEST FOOT FORWARD $3300 |
| Other Expenses.10 | HOSPITALITY $3073 |
| Other Expenses.11 | SCHOOL GARDEN $2670 |
| Other Expenses.12 | FAMILY NIGHT $1956 |
| Other Expenses.13 | ADMIN SUPPLIES $1588 |
| Other Expenses.14 | PHYSICAL FITNESS (OC RUN) $1581 |
| Other Expenses.15 | PRINCIPAL INCENTIVES/PRIZES $1456 |
| Other Expenses.16 | LEGISLATIVE $1135 |
| Other Expenses.17 | YEARBOOKS $1108 |
| Other Expenses.18 | MEMBERSHIP EXPENSES $1012 |
| Other Expenses.19 | PHYSICAL EDUCATION $991 |
| Other Expenses.20 | 5TH GRADE END OF YEAR $924 |
| Other Expenses.21 | 4TH & 5TH GRADE PLANNERS $797 |
| Other Expenses.22 | EARTHQUAKE KITS $736 |
| Other Expenses.23 | REFLECTIONS $633 |
| Other Expenses.24 | INSTALLATION $550 |
| Other Expenses.25 | HONORARY SERVICE AWARDS $507 |
| Other Expenses.26 | CURRICULUM LAB $323 |
| Other Expenses.27 | TRACK & FIELD $311 |
| Other Expenses.28 | PAYPAL FEES $309 |
| Other Expenses.29 | PARENT EDUCATION $306 |
| Other Expenses.30 | CLASS ACT $221 |
| Other Expenses.31 | DISTRICT/COUNCIL FUNCTIONS $200 |
| Other Expenses.32 | READ ACROSS AMERICA $184 |
| Other Expenses.33 | WEBISTE/PTA-EZ $179 |
| Other Expenses.34 | MEETING EXPENSES $95 |
| Other Expenses.35 | RED RIBBON WEEK $73 |
| Other Expenses.36 | FILING FEES $70 |
| Other Expenses.37 | STUDENT WELFARE $41 |
| Other Expenses.38 | BANK CHARGES $12 |
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