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

FieldValueIRS element (for citing)
Return2020-02-28T11:12:09-08:00ReturnTs
Tax Period End2019-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN471857580PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Pacific Tax AdvisorsBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13857 Birch Street Ste 253AddressLine1Txt
CityNewport BeachCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92660ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2018-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN953497028EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PTA CALIFORNIA CONGRESS OF PARENTSBusinessNameLine1Txt
Business Name Line2SA MOFFETT ELEMENTARY PTABusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlPTACBusinessNameControlTxt
Phone7149638985PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18800 BURLCREST DRIVEAddressLine1Txt
CityHUNTINGTON BEACHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92646ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJENNIFER JAHNKEPersonNm
Person TitleTreasurerPersonTitleTxt
Signature2020-02-28SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonNancy M Cahill EAPreparerPersonNm
PTINP01067552PTIN
Phone7143742053PhoneNum
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-09-23 17:36:50ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Group Exemption0646GroupExemptionNum
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website Addresshttp://www.moffettpta.org/WebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization AssocYes (X)TypeOfOrganizationAssocInd
Gross Receipts$144,986GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$8,453ContributionsGiftsGrantsEtcAmt
Program Service Revenue$4,393ProgramServiceRevenueAmt
Membership Dues$8,552MembershipDuesAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Fundraising Gross Income$119,661FundraisingGrossIncomeAmt
Special Events Direct Expenses$32,530SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$87,131SpecialEventsNetIncomeLossAmt
Gross Sales Of Inventory$3,927GrossSalesOfInventoryAmt
Cost Of Goods Sold$3,704CostOfGoodsSoldAmt
Gross Profit Loss Sls Of Invntry$223GrossProfitLossSlsOfInvntryAmt
Total Revenue$108,752TotalRevenueAmt
Fees And Other Pymt To Ind Cntrct$840FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total$113,667OtherExpensesTotalAmt
Total Expenses$114,507TotalExpensesAmt
Excess Or Deficit For Year-$5,755ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$50,969NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$45,214NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$50,969BOYAmt
EOY$45,214EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$50,969BOYAmt
EOY$45,214EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$50,969BOYAmt
EOY$45,214EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposeTO ENRICH THE EDUCATIONAL EXPERIENCES OF STUDENTS AT SA MOFFETT ELEMENTARY SCHOOL.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (18 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants 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
FieldValueIRS element (for citing)
Total Program Service Expenses$102,241TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (13 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
KARA RITTER
President8.00$0
CATHERINE SPINOWITZ
HISTORIAN2.00$0
ALLISON CATO
PARLIAMENTARIAN2.00$0
REINA SCHURIG
AUDITOR1.00$0
BETH TANGNEY
Secretary2.00$0
MONICA HORNER
VP MEMBERSHIP4.00$0
CASSIE ORR
VP WAYS & MEANS4.00$0
JUDI HALL
Treasurer8.00$0
HARMONY SPARKS
FIN. SECRETARY2.00$0
ERIN LUSIGNAN
Reflect Co-Chr1.00$0
HEATHER HUNT
Reflect Co-Chr1.00$0
JANET ECKERT
Reflect Co-Chr1.00$0
ALEX ANDERSON
Advocacy/Legis1.00$0
FieldValueIRS element (for citing)
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptfalseChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Organization Filed990 TfalseOrganizationFiled990TInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Initiation Fees And Cap Contri$0InitiationFeesAndCapContriAmt
Gross Receipts For Public Use$0GrossReceiptsForPublicUseAmt
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonJENNIFER JAHNKEPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line18800 BURLCREST DRIVEAddressLine1Txt
CityHUNTINGTON BEACHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92646ZIPCd
FieldValueIRS element (for citing)
Phone7149638985PhoneNum
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccountInd
Foreign OfficefalseForeignOfficeInd
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Form720 FiledfalseForm720FiledInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
School OperatingfalseSchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Related Org Sect527 OrgfalseRelatedOrgSect527OrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (true)FiledScheduleAInd

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$8,163CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$9,665CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$10,949CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$14,779CurrentTaxYearMinus1YearAmt
Current Tax Year$17,006CurrentTaxYearAmt
Total$60,562TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$403,284CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$478,800CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$323,512CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$128,864CurrentTaxYearMinus1YearAmt
Current Tax Year$127,980CurrentTaxYearAmt
Total$1,462,440TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$411,447CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$488,465CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$334,461CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$143,643CurrentTaxYearMinus1YearAmt
Current Tax Year$144,986CurrentTaxYearAmt
Total$1,523,002TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$14,275CurrentTaxYearMinus2YearsAmt
Total$14,275TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$14,275CurrentTaxYearMinus2YearsAmt
Total$14,275TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$1,508,727PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Post1975 UBTI Post1975UBTIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$411,447CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$488,465CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$334,461CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$143,643CurrentTaxYearMinus1YearAmt
Current Tax Year$144,986CurrentTaxYearAmt
Total$1,523,002TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.99060PublicSupportCY509Pct
Public Support PY5090.99060PublicSupportPY509Pct
Investment Income CY0.00000InvestmentIncomeCYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1JOG-A-THONEvent1Nm
Gross Receipts Event1$67,833GrossReceiptsEvent1Amt
Gross Revenue Event1$67,833GrossRevenueEvent1Amt
Other Direct Expenses Event1$10,678OtherDirectExpensesEvent1Amt
Event2FALL CARNIVALEvent2Nm
Gross Receipts Event2$36,804GrossReceiptsEvent2Amt
Charitable Contri Event2$8,453CharitableContriEvent2Amt
Gross Revenue Event2$28,351GrossRevenueEvent2Amt
Non Cash Prizes Event2$490NonCashPrizesEvent2Amt
Entertainment Event2$275EntertainmentEvent2Amt
Other Direct Expenses Event2$12,542OtherDirectExpensesEvent2Amt
Other Events Total2OtherEventsTotalCnt
Gross Receipts Other Events$17,522GrossReceiptsOtherEventsAmt
Gross Revenue Other Events$17,522GrossRevenueOtherEventsAmt
Oth Direct Expnss Other Events$6,054OthDirectExpnssOtherEventsAmt
Gross Receipts Total$122,159GrossReceiptsTotalAmt
Charitable Contributions Tot$8,453CharitableContributionsTotAmt
Gross Revenue Total Events$113,706GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$490NonCashPrizesTotalEventsAmt
Entertainment Total Events$275EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$29,274OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$30,039DirectExpenseSummaryEventsAmt
Net Income Summary$83,667NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (40 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Other Expenses.1007Conferences, Conventions, and Meetings $1834
Other Expenses.1012Insurance $232
Other Expenses.1MARQUEE FOR SCHOOL $25000
Other Expenses.2FIELD TRIPS $15604
Other Expenses.3TEACHER/LIBRARY REIMBURSEMENTS $10640
Other Expenses.4INSTRUCTIONAL SUPPORT $9570
Other Expenses.5ART MASTERS $8003
Other Expenses.6ACCELERATED READER $7998
Other Expenses.7GRADE LEVEL STIPEND $4800
Other Expenses.8ASSEMBLIES $3645
Other Expenses.9BEST FOOT FORWARD $3300
Other Expenses.10HOSPITALITY $3073
Other Expenses.11SCHOOL GARDEN $2670
Other Expenses.12FAMILY NIGHT $1956
Other Expenses.13ADMIN SUPPLIES $1588
Other Expenses.14PHYSICAL FITNESS (OC RUN) $1581
Other Expenses.15PRINCIPAL INCENTIVES/PRIZES $1456
Other Expenses.16LEGISLATIVE $1135
Other Expenses.17YEARBOOKS $1108
Other Expenses.18MEMBERSHIP EXPENSES $1012
Other Expenses.19PHYSICAL EDUCATION $991
Other Expenses.205TH GRADE END OF YEAR $924
Other Expenses.214TH & 5TH GRADE PLANNERS $797
Other Expenses.22EARTHQUAKE KITS $736
Other Expenses.23REFLECTIONS $633
Other Expenses.24INSTALLATION $550
Other Expenses.25HONORARY SERVICE AWARDS $507
Other Expenses.26CURRICULUM LAB $323
Other Expenses.27TRACK & FIELD $311
Other Expenses.28PAYPAL FEES $309
Other Expenses.29PARENT EDUCATION $306
Other Expenses.30CLASS ACT $221
Other Expenses.31DISTRICT/COUNCIL FUNCTIONS $200
Other Expenses.32READ ACROSS AMERICA $184
Other Expenses.33WEBISTE/PTA-EZ $179
Other Expenses.34MEETING EXPENSES $95
Other Expenses.35RED RIBBON WEEK $73
Other Expenses.36FILING FEES $70
Other Expenses.37STUDENT WELFARE $41
Other Expenses.38BANK CHARGES $12

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