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 95-6207271)
Tax period
2018-07-01 to 2019-06-30
Filed
2019-11-18
IRS object ID
201943229349200784
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)
Return2019-11-18T16:55:55-08:00ReturnTs
Tax Period End2019-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN823703069PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HOLMQUIST LIEWALD LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13415 CERRITOS AVEAddressLine1Txt
CityLOS ALAMITOSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90720ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2018-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN956207271EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PTA - ROSSMOOR ELEMENTARYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPTA-BusinessNameControlTxt
Phone5627994520PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13272 SHAKESPEARE DRAddressLine1Txt
CityLOS ALAMITOSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90720ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKimberly HowardPersonNm
Person TitleTreasurerPersonTitleTxt
Signature2019-11-18SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLouise Liewald CPAPreparerPersonNm
PTINP00370400PTIN
Phone5627994975PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-03-31 21:24:44ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Group Exemption0646GroupExemptionNum
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website Addresswww.losalusd.k12.ca.us/rossmoor/WebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$145,496GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$45,617ContributionsGiftsGrantsEtcAmt
Membership Dues$6,991MembershipDuesAmt
Investment Income$26InvestmentIncomeAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Fundraising Gross Income$92,862FundraisingGrossIncomeAmt
Special Events Direct Expenses$26,906SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$65,956SpecialEventsNetIncomeLossAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Total Revenue$118,590TotalRevenueAmt
Fees And Other Pymt To Ind Cntrct$510FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total$112,092OtherExpensesTotalAmt
Total Expenses$112,602TotalExpensesAmt
Excess Or Deficit For Year$5,988ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$73,834NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$79,822NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$73,834BOYAmt
EOY$79,822EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$73,834BOYAmt
EOY$79,822EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$73,834BOYAmt
EOY$79,822EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposeTo support Rossmoor Elementary School.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmt
INSTRUCTIONAL PROGRAMS INCLUDING LANGUAGE ARTS, GIFTS TO SCHOOL, COMPUTER LAB, FIBO ART ACADEMY, MUSIC, PE SCIENCE, SPEECH CONTEST, MEMBERSHIPS, TEACHING EQUIPMENT, TECHNOLOGY AIDE AND TECHNOLOGY EQUIPMENT.$110,127
ENRICHMENT PROGRAMS:YEAR BOOK, ASSEMBLIES, GRADUATION, CASTLE ROSSMOOR, FIELD TRIPS, PARENT EDUCATION, READING IS FUNDAMENTAL, REFLECTIONS, VARIETY SHOW AND HONORARY SERVICE AWARDS
FieldValueIRS element (for citing)
Total Program Service Expenses$110,127TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (9 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Jennifer Steece
Vice President6.00$0
Nikki Walsh
Comm. Sec.2.00$0
Emily Hogenbloom
Secretary3.00$0
Kimberly Howard
Treasurer5.00$0
Audrey Nugent
Auditor2.00$0
Jessica Kormeluk
Historian2.00$0
Lisa Young
Financial Sec.4.00$0
Kerran Lakin
Fundraising3.00$0
Arianna Rodriguez
Parliamentarian1.00$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)
PersonKimberly HowardPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13272 Shakespeare DrAddressLine1Txt
CityLos AlamitosCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90720ZIPCd
FieldValueIRS element (for citing)
Phone5627994520PhoneNum
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$15,048CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$22,741CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$21,974CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$33,087CurrentTaxYearMinus1YearAmt
Current Tax Year$52,608CurrentTaxYearAmt
Total$145,458TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$102,979CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$79,373CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$79,074CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$114,654CurrentTaxYearMinus1YearAmt
Current Tax Year$92,863CurrentTaxYearAmt
Total$468,943TotalAmt

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$118,027CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$102,114CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$101,048CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$147,741CurrentTaxYearMinus1YearAmt
Current Tax Year$145,471CurrentTaxYearAmt
Total$614,401TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$614,401PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4CurrentTaxYearMinus3YearsAmt
Total$5TotalAmt

Post1975 UBTI Post1975UBTIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4CurrentTaxYearMinus3YearsAmt
Total$5TotalAmt

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$118,028CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$102,118CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$101,048CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$147,741CurrentTaxYearMinus1YearAmt
Current Tax Year$145,471CurrentTaxYearAmt
Total$614,406TotalAmt
FieldValueIRS element (for citing)
Public Support CY5091.00000PublicSupportCY509Pct
Public Support PY5091.00000PublicSupportPY509Pct
Investment Income CY0.00000InvestmentIncomeCYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Fall Spring FundraiserEvent1Nm
Gross Receipts Event1$48,378GrossReceiptsEvent1Amt
Gross Revenue Event1$48,378GrossRevenueEvent1Amt
Other Direct Expenses Event1$194OtherDirectExpensesEvent1Amt
Event2CarnivalEvent2Nm
Gross Receipts Event2$24,007GrossReceiptsEvent2Amt
Gross Revenue Event2$24,007GrossRevenueEvent2Amt
Other Direct Expenses Event2$11,152OtherDirectExpensesEvent2Amt
Other Events Total3OtherEventsTotalCnt
Gross Receipts Other Events$20,095GrossReceiptsOtherEventsAmt
Gross Revenue Other Events$20,095GrossRevenueOtherEventsAmt
Oth Direct Expnss Other Events$14,161OthDirectExpnssOtherEventsAmt
Gross Receipts Total$92,480GrossReceiptsTotalAmt
Gross Revenue Total Events$92,480GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$25,507OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$25,507DirectExpenseSummaryEventsAmt
Net Income Summary$66,973NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (35 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Other Expenses.1012Insurance $200
Other Expenses.1Student Technology $24991
Other Expenses.2Science Program $14111
Other Expenses.3Field Trips $11897
Other Expenses.4School Kits $9894
Other Expenses.5Reading Program $8252
Other Expenses.65th Grade Y/E Activities $8019
Other Expenses.7Marquee $7723
Other Expenses.8FIBO Art Academy $5844
Other Expenses.9School Supplies $4557
Other Expenses.10Teacher Trainings $3465
Other Expenses.11Membership Dues $2306
Other Expenses.12Physical Fitness $1838
Other Expenses.13Assemblies $1815
Other Expenses.14Staff Appreciation Week $1158
Other Expenses.15Hospitality $1154
Other Expenses.16Honorary Service Award $1071
Other Expenses.17Misc. Operations $924
Other Expenses.18Read Across America $904
Other Expenses.19Minder Binders $599
Other Expenses.20Officer Expenses $529
Other Expenses.21Welcome Photos $298
Other Expenses.22State of the District $250
Other Expenses.23Unit Assessment $232
Other Expenses.24Box Tops $110
Other Expenses.25Health & Welfare $97
Other Expenses.26Variety Show $65
Other Expenses.27Welcome Packets $60
Other Expenses.28Event Posters $56
Other Expenses.29PTA Convention $50
Other Expenses.30Bank Fees $20
Other Expenses.31PTA Leadership $10
Other Expenses.39Rounding $-1
Other Expenses.40Reflections $-171
Other Expenses.41Prior Year Adj $-235

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