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 95-6207429)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-02-16
- IRS object ID
- 201810479349200411
- Schema version
- 2016v3.1
- 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 | 2018-02-16T08:17:28-08:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 261081736 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HACKETT METSKER & OSWALD CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5741 PALMER WAY SUITE A | AddressLine1Txt |
| City | CARLSBAD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 920107248 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 956207429 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PTA CA CONGRESS OF PARENTS TEACHERS | BusinessNameLine1Txt |
| Business Name Line2 | AND STUDENTS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PTAC | BusinessNameControlTxt |
| Phone | 8587943700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 780 SANTA VICTORIA | AddressLine1Txt |
| City | SOLANA BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92075 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICIA O'SHAUGHNESSY | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8587943700 | PhoneNum |
| Signature | 2017-02-03 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOANNE GODDARD-HACKETT | PreparerPersonNm |
| PTIN | P00543666 | PTIN |
| Phone | 7604389500 | PhoneNum |
| Preparation | 2018-02-01 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | C11E1F87EAC3B9B596389884A6F20F3355E456BA | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C11E1F87EAC3B9B596389884A6F20F3355E456BA | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Group Exemption | 0646 | GroupExemptionNum |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Website Address | WWW.SOLANABEACHPTA.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Assoc | Yes (X) | TypeOfOrganizationAssocInd |
| Gross Receipts | $123,330 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $47,432 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $420 | ProgramServiceRevenueAmt |
| Investment Income | $37 | InvestmentIncomeAmt |
| Fundraising Gross Income | $75,441 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $18,548 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $56,893 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $104,782 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $80,380 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $700 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $36,072 | OtherExpensesTotalAmt |
| Total Expenses | $117,152 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$12,370 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $131,189 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $118,819 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $131,189 | BOYAmt |
| EOY | $118,819 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $131,189 | BOYAmt |
| EOY | $118,819 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $131,189 | BOYAmt |
| EOY | $118,819 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | OUR MISSION IS TO POSITIVELY IMPACT THE LIVES OF ALL CHILDREN AND FAMILIES. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| TO ENRICH THE LEARNING OF STUDENTS | $80,360 | $93,718 |
| TO PROMOTE THE WELFARE OF STUDENTS | $14,256 | |
| TO SUPPORT THE SCHOOLS AND INCREASE HOME/COMMUNITY INVOLVEMENT | $6,505 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $114,479 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (6 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| DIANA BAKER | ||
| CO-PRESIDENT | 25.00 | $0 |
| KATE KOUSSER | ||
| CO-PRESIDENT | 25.00 | $0 |
| SUE MARTINS | ||
| SECRETARY | 5.00 | $0 |
| PATRICIA O'SHAUGHNESSY | ||
| TREASURER | 15.00 | $0 |
| JAYNE TUMA-YEE | ||
| FINANCIAL SE | 10.00 | $0 |
| LAUREL GRAZIANO | ||
| PARLIAMENTAR | 5.00 | $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 |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOLANA BEACH PTA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 780 SANTA VICTORIA | AddressLine1Txt |
| City | SOLANA BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92075 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8587943700 | 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 |
| 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 |
| 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 | $92,931 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $88,924 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $107,039 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $103,548 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $47,432 | CurrentTaxYearAmt |
| Total | $439,874 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $600 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | -$758 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | -$2,806 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | -$1,771 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $420 | CurrentTaxYearAmt |
| Total | -$4,315 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $75,441 | CurrentTaxYearAmt |
| Total | $75,441 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $93,531 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $88,166 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $104,233 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $101,777 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $123,293 | CurrentTaxYearAmt |
| Total | $511,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $511,000 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $79 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $62 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $71 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $78 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $37 | CurrentTaxYearAmt |
| Total | $327 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $79 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $62 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $71 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $78 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $37 | CurrentTaxYearAmt |
| Total | $327 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $93,610 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $88,228 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $104,304 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $101,855 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $123,330 | CurrentTaxYearAmt |
| Total | $511,327 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99940 | PublicSupportCY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | WALK-A-THON | Event1Nm |
| Gross Receipts Event1 | $54,329 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $54,329 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $880 | NonCashPrizesEvent1Amt |
| Entertainment Event1 | $250 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $829 | OtherDirectExpensesEvent1Amt |
| Event2 | SPIRIT WEAR SHO | Event2Nm |
| Gross Receipts Event2 | $21,112 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $21,112 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $16,589 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $75,441 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $75,441 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $880 | NonCashPrizesTotalEventsAmt |
| Entertainment Total Events | $250 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $17,418 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $18,548 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $56,893 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 10 | NORTH COASTAL COUNCIL OF PTAS ADMIN SUPPORT 20 |
| FORM 990-EZ, PART I, LINE 10 | SKYLINE SCHOOL 606 LOMAS SANTA FE DR SOLANA BEACH, CA 92075 38,730 0 0 SOLANA VISTA ELEMENTARY SCHOOL 780 SANTA VICTORIA SOLANA BEACH, CA 92075 41,630 0 0 |
| FORM 990-EZ, PART I, LINE 16 | EXPENSES OFFICE 102 INFORMATION TECHNOLOGY 1,228 INSURANCE 221 BANK CHARGES 40 FILING FEES 70 MERCHANT FEES 292 TRANSLATION 371 EDUCATIONAL ASSEMBLIES 5,000 ASTROCAMP 5,080 LEADERSHIP AND CHARACTER 1,386 READING AND LITERARY INCE 3,278 6TH GRADE PROMOTION 1,524 CLASSROOM SOCIALS 250 CULTURAL ENRICHMENT 1,710 MOVIE NIGHT 478 PARENT EDUCATION 1,149 GARDEN PROGRAM 1,657 PLAYGROUND PROGRAMS 1,980 RED RIBBON WEEK 749 TEACHER & STAFF APPRECIAT 4,507 CAMPUS SHADE STRUCTURE 5,000 TOTAL 36,072 |