PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC (EIN 94-6083305)
Tax period
2018-07-01 to 2019-06-30
Filed
2020-05-04
IRS object ID
202021259349301137
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)
Return2020-05-04T10:59:27-07:00ReturnTs
Tax Period End2019-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Lisa W Blair CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line181 Beach RoadAddressLine1Txt
CityBelvedereCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94920ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN946083305EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1REED UNION SCHOOL DISTRICT PTABusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlREEDBusinessNameControlTxt
Phone4153831116PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1277-A KAREN WAYAddressLine1Txt
CityTIBURONCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94920ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonAmy KaufmanPersonNm
Person TitleTreasurerPersonTitleTxt
Phone4153831116PhoneNum
Signature2020-05-02SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLisa W Blair CPAPreparerPersonNm
PTINP01499845PTIN
Phone4156721037PhoneNum
Preparation2020-05-04PreparationDt
Self EmployedYes (X)SelfEmployedInd

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address73.15.167.210IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-05-04IPDt
IP Tm10:59:14IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdA585BA6C4830C01C982D53112AE59644E596E514AtSubmissionCreationDeviceId
At Submission Filing Device IdA585BA6C4830C01C982D53112AE59644E596E514AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-09-23 17:36:50ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerAmy KaufmanPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1277A Karen WayAddressLine1Txt
CityTiburonCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94920ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$174,617GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1987FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionSupport Reed Union School DistrictActivityOrMissionDesc
Voting Members Governing Body13VotingMembersGoverningBodyCnt
Voting Members Independent13VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers50TotalVolunteersCnt
Total Gross UBI$42TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$43,193PYContributionsGrantsAmt
CY Contributions Grants$29,267CYContributionsGrantsAmt
PY Program Service Revenue$190,772PYProgramServiceRevenueAmt
CY Program Service Revenue$145,308CYProgramServiceRevenueAmt
PY Investment Income$52PYInvestmentIncomeAmt
CY Investment Income$42CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$234,017PYTotalRevenueAmt
CY Total Revenue$174,617CYTotalRevenueAmt
CY Grants And Similar Paid$30,000CYGrantsAndSimilarPaidAmt
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$172,827PYOtherExpensesAmt
CY Other Expenses$158,806CYOtherExpensesAmt
PY Total Expenses$172,827PYTotalExpensesAmt
CY Total Expenses$188,806CYTotalExpensesAmt
PY Revenues Less Expenses$61,190PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$14,189CYRevenuesLessExpensesAmt
Total Assets BOY$338,660TotalAssetsBOYAmt
Total Assets EOY$324,775TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$338,660NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$324,775NetAssetsOrFundBalancesEOYAmt
MissionSupport Reed Union School DistrictMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$173,328ExpenseAmt
Grant$30,000GrantAmt
Revenue$145,308RevenueAmt
DescThe organization supports the Reed Union School District by providing funds for various expenses, such as costs of academic programs, teacher and parent education, the student food service and student events.Desc
Total Program Service Expenses$173,328TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
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 With Officer EntfalseBusinessRlnWithOfficerEntInd
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 Document12IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee0EmployeeCnt
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
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members13GoverningBodyVotingMembersCnt
Independent Voting Member13IndependentVotingMemberCnt
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 BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyfalseConflictOfInterestPolicyInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonAmy KaufmanPersonNm
Phone4153831116PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1277-A Karen WayAddressLine1Txt
CityTiburonCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94920ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
Kim Sichel
President0.00Yes (X)$0$0$0
Amy Kaufman
Treasurer0.00Yes (X)$0$0$0
Nichole Rowles
Secretary0.00Yes (X)$0$0$0
Angela Chang
Vice President0.00Yes (X)$0$0$0
Tracy Cunningham
Vice President0.00Yes (X)$0$0$0
Jacqueline Jaffee
Vice President0.00Yes (X)$0$0$0
Carli Hamilton
Vice President0.00Yes (X)$0$0$0
Amanda Rickel
Vice President0.00Yes (X)$0$0$0
Charito Mittleman
Auditor0.00Yes (X)$0$0$0
Tracy O'Connor
VP Treasurer0.00Yes (X)$0$0$0
Winnie Anderluh
VP Treasurer0.00Yes (X)$0$0$0
Megan Pirsch
VP Treasurer0.00Yes (X)$0$0$0
Jessica Malek-Madani
Membership0.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Membership Dues$23,724MembershipDuesAmt
All Other Contributions$5,543AllOtherContributionsAmt
Total Contributions$29,267TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
Hot Lunch Programs611710$61,333$0$0
Yearbook611710$40,566$0$0
Birthday Books611710$8,649$0$0
Spirit Wear611710$19,066$0$0
Special Events611710$15,694$0$0
FieldValueIRS element (for citing)
Total Program Service Revenue$145,308TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$42TotalRevenueColumnAmt
Unrelated Business Revenue$42UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$174,617TotalRevenueColumnAmt
Related Or Exempt Func Income$145,308RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$42UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$30,000TotalAmt
Program Services$30,000ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Field Trips$15,947$15,947$0$0
Staff & Teacher Expenses$12,289$12,289$0$0
Yearbook$31,335$31,335$0$0
Assemblies & Picnics$32,298$32,298$0$0

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$66,937TotalAmt
Program Services$51,459ProgramServicesAmt
Management And General$15,478ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$188,806TotalAmt
Program Services$173,328ProgramServicesAmt
Management And General$15,478ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$262,844BOYAmt
EOY$248,913EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$75,816BOYAmt
EOY$75,862EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$338,660BOYAmt
EOY$324,775EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$338,660BOYAmt
EOY$324,775EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$338,660BOYAmt
EOY$324,775EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$338,660BOYAmt
EOY$324,775EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$14,189ReconcilationRevenueExpnssAmt
Prior Period Adjustments$304PriorPeriodAdjustmentsAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewYes (true)AccountantCompileOrReviewInd

Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type2Yes (X)SupportingOrgType2Ind
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1Reed Union School DistrictBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN680194371EIN
Organization Type2OrganizationTypeCd
Governing Document ListedYes (true)GoverningDocumentListedInd
Support$120,478SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$120,478SupportSumAmt
Other Support Sum$0OtherSupportSumAmt
Public Support CY1700PublicSupportCY170Pct
Public Support Total509$0PublicSupportTotal509Amt
Public Support CY5090PublicSupportCY509Pct
Investment Income CY0InvestmentIncomeCYPct

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (true)ListedByNameGoverningDocInd
Suprt Org No IRS DeterminationfalseSuprtOrgNoIRSDeterminationInd
Supported Org Section C456falseSupportedOrgSectionC456Ind
Supported Org Not Organized USfalseSupportedOrgNotOrganizedUSInd
Organization Change Suprt OrgfalseOrganizationChangeSuprtOrgInd
Support Non Supported OrgfalseSupportNonSupportedOrgInd
Payment Substantial ContribtrfalsePaymentSubstantialContribtrInd
Loan Disqualified PersonfalseLoanDisqualifiedPersonInd
Controlled Disqualified PrsnfalseControlledDisqualifiedPrsnInd
Disqualified Prsn Controll IntfalseDisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr IntfalseDisqualifiedPrsnOwnrIntInd
Excess Business Holdings RulesfalseExcessBusinessHoldingsRulesInd
Contribution ControllerfalseContributionControllerInd
Contribution FamilyfalseContributionFamilyInd
Contribution35 ControlledfalseContribution35ControlledInd
FieldValueIRS element (for citing)
Majority Dir Trst Supported OrgfalseMajorityDirTrstSupportedOrgInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (12 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Pt VI, Line 11bA copy of Form 990 is available upon request.
Form 990, Part IX, Line 24eDues & Insurance 1621. 0. 1621. 0.
Form 990, Part IX, Line 24eBank Charges 6720. 0. 6720. 0.
Form 990, Part IX, Line 24eOther G&A 7137. 0. 7137. 0.
Form 990, Part IX, Line 24eLibrary Enhancements 13271. 13271. 0. 0.
Form 990, Part IX, Line 24eParent Education 3075. 3075. 0. 0.
Form 990, Part IX, Line 24eSpiritwear Expense 10734. 10734. 0. 0.
Form 990, Part IX, Line 24eStudent Enrichment 3189. 3189. 0. 0.
Form 990, Part IX, Line 24ePromoting Healthy Lifestyles 3982. 3982. 0. 0.
Form 990, Part IX, Line 24eDive Deep 10777. 10777. 0. 0.
Form 990, Part IX, Line 24eHospitality 2891. 2891. 0. 0.
Form 990, Part IX, Line 24eCampus Enhancements 3540. 3540. 0. 0.

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