PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC: Form 990EZ, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC (EIN 94-6183992)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2016-10-31
- IRS object ID
- 201623059349200337
- Schema version
- 2015v2.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-10-31T11:47:01-07:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Pickford & Associates Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 765 Baywood Drive Suite 133 | AddressLine1Txt |
| City | Petaluma | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94954 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 946183992 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PTA California Congress of Parents | BusinessNameLine1Txt |
| Business Name Line2 | 2029 Hamilton Elem | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PTAC | BusinessNameControlTxt |
| Phone | 4158834691 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5530 Nave Drive | AddressLine1Txt |
| City | Novato | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94949 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KRISTEN SCHULTZ | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2016-10-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Douglas H Pickford EA | PreparerPersonNm |
| PTIN | P00542761 | PTIN |
| Phone | 7077730255 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Group Exemption | 0646 | GroupExemptionNum |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Gross Receipts | $84,921 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $12,707 | ContributionsGiftsGrantsEtcAmt |
| Membership Dues | $3,020 | MembershipDuesAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Fundraising Gross Income | $69,194 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $30,348 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $38,846 | SpecialEventsNetIncomeLossAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Total Revenue | $54,573 | TotalRevenueAmt |
| Other Expenses Total | $54,668 | OtherExpensesTotalAmt |
| Total Expenses | $54,668 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$95 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $22,648 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $22,553 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,648 | BOYAmt |
| EOY | $22,553 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,648 | BOYAmt |
| EOY | $22,553 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,648 | BOYAmt |
| EOY | $22,553 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | TO POSITIVELY IMPACT THE LIVES OF ALL CHILDREN AND FAMILIES BY REPRESENTING OUR MEMBERS AND EMPOWERING THEM WITH SKILLS IN ADVOCACY, LEADERSHIP AND COMMUNICATION | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt |
|---|---|
| Child Advocacy- Student Support - Enrichment - Education | $22,094 |
| CLASSROOM SUPPORT | $25,123 |
| PARENT OUTREACH AND EDUCATION | $3,799 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $51,016 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (9 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| KRISTIN SCHULTZ | ||
| President | 20.00 | $0 |
| JULIE EVERSON | ||
| Vice President | 10.00 | $0 |
| MARIA KREMER CAPARROS | ||
| Vice President | 10.00 | $0 |
| KATIE CARR | ||
| Secretary | 10.00 | $0 |
| TEKLA SHELTON | ||
| Treasurer | 5.00 | $0 |
| KATRINA FEHRING | ||
| PARLIAMENTARIAN | 5.00 | $0 |
| SUZANNE PARRIS | ||
| HISTORIAN | 5.00 | $0 |
| CHRISTY CARROLL | ||
| FINANCIAL SECRE | 5.00 | $0 |
| MIGUEL GARZA | ||
| ADVISOR | 5.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Organization Filed990 T | false | OrganizationFiled990TInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Initiation Fees And Cap Contri | $0 | InitiationFeesAndCapContriAmt |
| Gross Receipts For Public Use | $0 | GrossReceiptsForPublicUseAmt |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TEKLA SHELTON | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5530 Nave Drive | AddressLine1Txt |
| City | Novato | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94949 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4158834691 | 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 |
| Form720 Filed | false | Form720FiledInd |
| 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 |
| Related Org Sect527 Org | false | RelatedOrgSect527OrgInd |
| 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 | $21,290 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,387 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,401 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,350 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,727 | CurrentTaxYearAmt |
| Total | $78,155 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $107,470 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $117,224 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $93,685 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $78,829 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $69,194 | CurrentTaxYearAmt |
| Total | $466,402 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $128,760 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $131,611 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $109,086 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $90,179 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $84,921 | CurrentTaxYearAmt |
| Total | $544,557 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $544,557 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2 | CurrentTaxYearMinus4YearsAmt |
| Total | $2 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2 | CurrentTaxYearMinus4YearsAmt |
| Total | $2 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $128,762 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $131,611 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $109,086 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $90,179 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $84,921 | CurrentTaxYearAmt |
| Total | $544,559 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 1.00000 | PublicSupportCY509Pct |
| Public Support PY509 | 1.00000 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | HAVE A HEART EVENT | Event1Nm |
| Gross Receipts Event1 | $36,599 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $36,599 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $13,984 | OtherDirectExpensesEvent1Amt |
| Event2 | HARVEST FESTIVAL | Event2Nm |
| Gross Receipts Event2 | $8,795 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $8,795 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $3,125 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $12,256 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $12,256 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $7,844 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $57,650 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $57,650 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $24,953 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $24,953 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $32,697 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Other Expenses.1 | CLASSROOM SUPPORT $25123 |
| Other Expenses.2 | CHILD ADVOCACY AND STUDENT SUP $22094 |
| Other Expenses.3 | PARENT OUTREACH AND EDUCATION $3799 |
| Other Expenses.4 | BANK AND CREDIT CARD FEES $1769 |
| Other Expenses.5 | SECURITY METRICS $579 |
| Other Expenses.6 | QB ON LINE $418 |
| Other Expenses.7 | PTA ADMIN $362 |
| Other Expenses.8 | TAX PREP $300 |
| Other Expenses.9 | Insurance $216 |
| Other Expenses.10 | POSTAGE $8 |
Comments