PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC: Form 990EZ, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC (EIN 95-6207271)
Tax period
2017-07-01 to 2018-06-30
Filed
2018-10-29
IRS object ID
201813029349200331
Schema version
2017v2.2
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)
Return2018-10-29T09:53:45-07:00ReturnTs
Tax Period End2018-06-30TaxPeriodEndDt

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 Begin2017-07-01TaxPeriodBeginDt

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)
PersonStacey Epstein-LevinePersonNm
Person TitleTreasurerPersonTitleTxt
Signature2018-10-29SignatureDt
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)
Tax2017TaxYr
Build TS2018-06-14 16:35:46ZBuildTS

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$147,748GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$24,530ContributionsGiftsGrantsEtcAmt
Membership Dues$8,557MembershipDuesAmt
Investment Income$8InvestmentIncomeAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Fundraising Gross Income$114,653FundraisingGrossIncomeAmt
Special Events Direct Expenses$34,577SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$80,076SpecialEventsNetIncomeLossAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Total Revenue$113,171TotalRevenueAmt
Fees And Other Pymt To Ind Cntrct$400FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total$101,489OtherExpensesTotalAmt
Total Expenses$101,889TotalExpensesAmt
Excess Or Deficit For Year$11,282ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$62,552NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$73,834NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$62,552BOYAmt
EOY$73,834EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$62,552BOYAmt
EOY$73,834EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$62,552BOYAmt
EOY$73,834EOYAmt
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.$95,300
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$95,300TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (8 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Jennifer Steece
President5.00$0
Jennifer Crans
Vice President1.00$0
Maria Osorio
Secretary2.00$0
Stacey Epstein-Levine
Treasurer10.00$0
Ryan Noonan
Auditor2.00$0
Lisa Young
Financial Sec.3.00$0
Kerran Lakin
Vice President10.00$0
Jessical Kormeluk
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)
PersonStacey Epstein-LevinePersonNm

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$17,281CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$15,048CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$22,741CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$21,974CurrentTaxYearMinus1YearAmt
Current Tax Year$33,087CurrentTaxYearAmt
Total$110,131TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$107,726CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$102,979CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$79,373CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$79,074CurrentTaxYearMinus1YearAmt
Current Tax Year$114,654CurrentTaxYearAmt
Total$483,806TotalAmt

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$125,007CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$118,027CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$102,114CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$101,048CurrentTaxYearMinus1YearAmt
Current Tax Year$147,741CurrentTaxYearAmt
Total$593,937TotalAmt

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$593,937PublicSupportTotal509Amt

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$4CurrentTaxYearMinus2YearsAmt
Total$6TotalAmt

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$4CurrentTaxYearMinus2YearsAmt
Total$6TotalAmt

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$125,008CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$118,028CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$102,118CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$101,048CurrentTaxYearMinus1YearAmt
Current Tax Year$147,741CurrentTaxYearAmt
Total$593,943TotalAmt
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$57,309GrossReceiptsEvent1Amt
Gross Revenue Event1$57,309GrossRevenueEvent1Amt
Event2CarnivalEvent2Nm
Gross Receipts Event2$26,611GrossReceiptsEvent2Amt
Gross Revenue Event2$26,611GrossRevenueEvent2Amt
Other Direct Expenses Event2$10,146OtherDirectExpensesEvent2Amt
Other Events Total2OtherEventsTotalCnt
Gross Receipts Other Events$24,816GrossReceiptsOtherEventsAmt
Gross Revenue Other Events$24,816GrossRevenueOtherEventsAmt
Oth Direct Expnss Other Events$20,175OthDirectExpnssOtherEventsAmt
Gross Receipts Total$108,736GrossReceiptsTotalAmt
Gross Revenue Total Events$108,736GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$30,321OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$30,321DirectExpenseSummaryEventsAmt
Net Income Summary$78,415NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (34 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Other Expenses.1012Insurance $228
Other Expenses.1Student Technology $30429
Other Expenses.2Marquee $14549
Other Expenses.35th Grade Y/E Activities $10912
Other Expenses.4Field Trips $10461
Other Expenses.5School Supplies $9993
Other Expenses.6FIBO Art Academy $4489
Other Expenses.7Membership Dues $4090
Other Expenses.8Assemblies $3610
Other Expenses.9Teacher Trainings $2414
Other Expenses.10Castle Rossmoor $1718
Other Expenses.11Hospitality $1106
Other Expenses.12Staff Appreciation Week $916
Other Expenses.13Honorary Service Award $879
Other Expenses.14Science Program $800
Other Expenses.15Minder Binders $702
Other Expenses.16Officer Expenses $604
Other Expenses.17Constant Contact $582
Other Expenses.18PTA Convention $516
Other Expenses.19Back to School $434
Other Expenses.20Membership Supplies $354
Other Expenses.21Welcome Packets $300
Other Expenses.22Welcome Photos $297
Other Expenses.23State of the District $225
Other Expenses.24Unit Assessment $200
Other Expenses.25Reflections $156
Other Expenses.26Tiles $133
Other Expenses.27Health & Welfare $114
Other Expenses.28Misc. Operations $91
Other Expenses.29Filing Fees $75
Other Expenses.30Variety Show $65
Other Expenses.31Bank Fees $32
Other Expenses.32Family Nights $16
Other Expenses.35Rounding $-1

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.