PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC: Form 990EZ, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC (EIN 95-6207271)
Tax period
2016-07-01 to 2017-06-30
Filed
2018-02-13
IRS object ID
201810449349200316
Schema version
2016v3.0
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

FieldValueIRS element (for citing)
Return2018-02-13T07:25:10-08:00ReturnTs
Tax Period End2017-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

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 Begin2016-07-01TaxPeriodBeginDt

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)
PersonJennifer MalleyPersonNm
Person TitleTreasurerPersonTitleTxt
Signature2018-02-13SignatureDt
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)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

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
Gross Receipts$101,048GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$15,358ContributionsGiftsGrantsEtcAmt
Membership Dues$6,617MembershipDuesAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Fundraising Gross Income$79,073FundraisingGrossIncomeAmt
Special Events Direct Expenses$44,045SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$35,028SpecialEventsNetIncomeLossAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Total Revenue$57,003TotalRevenueAmt
Fees And Other Pymt To Ind Cntrct$400FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total$47,531OtherExpensesTotalAmt
Total Expenses$47,931TotalExpensesAmt
Excess Or Deficit For Year$9,072ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$53,480NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$62,552NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$53,480BOYAmt
EOY$62,552EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$53,480BOYAmt
EOY$62,552EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$53,480BOYAmt
EOY$62,552EOYAmt
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.$19,009
ENRICHMENT PROGRAMS:YEAR BOOK, ASSEMBLIES, GRADUATION, CASTLE ROSSMOOR, FIELD TRIPS, PARENT EDUCATION, READING IS FUNDAMENTAL, REFLECTIONS, VARIETY SHOW AND HONORARY SERVICE AWARDS$27,594
FieldValueIRS element (for citing)
Total Program Service Expenses$46,603TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (11 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Janet Murphy
President5.00$0
Niki Miesen
Vice President2.00$0
Suzanne Johnson
Secretary2.00$0
Jennifer Malley
Treasurer4.00$0
Sandra Michaels
Auditor2.00$0
Courteny Kinney
Coorsp, Secty0$0
Stacey Levine
Financial Sec.5.00$0
Felice Ortiz
Historian0$0
Jackie Dominick
Parliamentarian2.00$0
Amy Belsha
Advisor1.00$0
Lisa Wright
Teacher Rep.1.00$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
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 MalleyPersonNm

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$19,063CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$17,281CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$15,048CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$22,741CurrentTaxYearMinus1YearAmt
Current Tax Year$21,974CurrentTaxYearAmt
Total$96,107TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$95,851CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$107,726CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$102,979CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$79,373CurrentTaxYearMinus1YearAmt
Current Tax Year$79,074CurrentTaxYearAmt
Total$465,003TotalAmt

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$114,914CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$125,007CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$118,027CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$102,114CurrentTaxYearMinus1YearAmt
Current Tax Year$101,048CurrentTaxYearAmt
Total$561,110TotalAmt

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$561,110PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4CurrentTaxYearMinus1YearAmt
Total$7TotalAmt

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$1CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4CurrentTaxYearMinus1YearAmt
Total$7TotalAmt

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$114,915CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$125,008CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$118,028CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$102,118CurrentTaxYearMinus1YearAmt
Current Tax Year$101,048CurrentTaxYearAmt
Total$561,117TotalAmt
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 FundraisersEvent1Nm
Gross Receipts Event1$34,777GrossReceiptsEvent1Amt
Gross Revenue Event1$34,777GrossRevenueEvent1Amt
Other Direct Expenses Event1$16,360OtherDirectExpensesEvent1Amt
Event2CarnivalEvent2Nm
Gross Receipts Event2$23,277GrossReceiptsEvent2Amt
Gross Revenue Event2$23,277GrossRevenueEvent2Amt
Other Direct Expenses Event2$13,771OtherDirectExpensesEvent2Amt
Other Events Total2OtherEventsTotalCnt
Gross Receipts Other Events$21,019GrossReceiptsOtherEventsAmt
Gross Revenue Other Events$21,019GrossRevenueOtherEventsAmt
Oth Direct Expnss Other Events$13,914OthDirectExpnssOtherEventsAmt
Gross Receipts Total$79,073GrossReceiptsTotalAmt
Gross Revenue Total Events$79,073GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$44,045OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$44,045DirectExpenseSummaryEventsAmt
Net Income Summary$35,028NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (27 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Other Expenses.1012Insurance $221
Other Expenses.1Field Trips $10176
Other Expenses.25th Grade Y/E Activities $8256
Other Expenses.3Science Program $7500
Other Expenses.4FIBO Art Academy $3578
Other Expenses.5Membership Dues $3155
Other Expenses.6Assemblies $2200
Other Expenses.7Copier Contract $1786
Other Expenses.8Castle Rossmoor $1705
Other Expenses.9Hospitality $1504
Other Expenses.10Family Nights $979
Other Expenses.11Staff Appreciation Week $955
Other Expenses.12Back to School $941
Other Expenses.13Minder Binders $862
Other Expenses.14Mid Year Supplies $750
Other Expenses.15Honorary Service Award $634
Other Expenses.16Welcome Packets $548
Other Expenses.17Constant Contact $422
Other Expenses.18Health & Welfare $401
Other Expenses.19Officer Expenses $347
Other Expenses.20Unit Assessment $200
Other Expenses.21State of the District $200
Other Expenses.22PTA Convention $117
Other Expenses.23Variety Show $50
Other Expenses.24Filing Fees $25
Other Expenses.25Bank Fees $18
Other Expenses.26Rounding $1

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