PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC: Form 990EZ, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC (EIN 95-6207271)
Tax period
2014-07-01 to 2015-06-30
Filed
2015-11-05
IRS object ID
201503099349200845
Schema version
2014v5.0
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)
Return2015-11-05T13:31:19-08:00ReturnTs
Tax Period End2015-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Carol S Holmquist CPA APCBusinessNameLine1Txt

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 Begin2014-07-01TaxPeriodBeginDt

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)
PersonKrista JamesonPersonNm
Person TitleFinancial Sec.PersonTitleTxt
Signature2015-11-05SignatureDt
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)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

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$118,028GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$15,048ContributionsGiftsGrantsEtcAmt
Membership Dues$6,280MembershipDuesAmt
Investment Income$1InvestmentIncomeAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Fundraising Gross Income$96,699FundraisingGrossIncomeAmt
Special Events Direct Expenses$53,502SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$43,197SpecialEventsNetIncomeLossAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Total Revenue$64,526TotalRevenueAmt
Fees And Other Pymt To Ind Cntrct$400FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total$53,059OtherExpensesTotalAmt
Total Expenses$53,459TotalExpensesAmt
Excess Or Deficit For Year$11,067ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$30,643NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$41,710NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$30,643BOYAmt
EOY$41,710EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$30,643BOYAmt
EOY$41,710EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$30,643BOYAmt
EOY$41,710EOYAmt
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.$28,323
ENRICHMENT PROGRAMS:YEAR BOOK, ASSEMBLIES, GRADUATION, CASTLE ROSSMOOR, FIELD TRIPS, PARENT EDUCATION, READING IS FUNDAMENTAL, REFLECTIONS, VARIETY SHOW AND HONORARY SERVICE AWARDS$23,767
FieldValueIRS element (for citing)
Total Program Service Expenses$52,090TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (12 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Janet Murphy
President5.00$0
Jessica Luyben
Vice President2.00$0
Niki Miesen
Secretary2.00$0
Jen Malley
Treasurer4.00$0
Stacey Levine
Auditor2.00$0
Tammy Dupuy
Communictn. Sec2.00$0
Krista Jameson
Financial Sec.5.00$0
Dara Fernley
Fundraising2.00$0
Candace Fitzpatrick
Historian2.00$0
Rose Milton
Parliamentarian2.00$0
Kiva Spiratos
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)
PersonKrista JamesonPersonNm

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$8,737CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$11,886CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$19,063CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$17,281CurrentTaxYearMinus1YearAmt
Current Tax Year$15,048CurrentTaxYearAmt
Total$72,015TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$116,181CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$111,898CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$95,851CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$107,726CurrentTaxYearMinus1YearAmt
Current Tax Year$102,979CurrentTaxYearAmt
Total$534,635TotalAmt

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$124,918CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$123,784CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$114,914CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$125,007CurrentTaxYearMinus1YearAmt
Current Tax Year$118,027CurrentTaxYearAmt
Total$606,650TotalAmt

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$606,650PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$10CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1CurrentTaxYearMinus1YearAmt
Current Tax Year$1CurrentTaxYearAmt
Total$19TotalAmt

Post1975 UBTI Post1975UBTIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$10CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1CurrentTaxYearMinus1YearAmt
Current Tax Year$1CurrentTaxYearAmt
Total$19TotalAmt

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$124,928CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$123,790CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$114,915CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$125,008CurrentTaxYearMinus1YearAmt
Current Tax Year$118,028CurrentTaxYearAmt
Total$606,669TotalAmt
FieldValueIRS element (for citing)
Public Support CY5091.00000PublicSupportCY509Pct
Public Support PY5090.99980PublicSupportPY509Pct
Investment Income CY0.00000InvestmentIncomeCYPct
Investment Income PY0.00020InvestmentIncomePYPct
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$40,324GrossReceiptsEvent1Amt
Gross Revenue Event1$40,324GrossRevenueEvent1Amt
Other Direct Expenses Event1$19,935OtherDirectExpensesEvent1Amt
Event2CarnivalEvent2Nm
Gross Receipts Event2$26,975GrossReceiptsEvent2Amt
Gross Revenue Event2$26,975GrossRevenueEvent2Amt
Other Direct Expenses Event2$16,079OtherDirectExpensesEvent2Amt
Other Events Total3OtherEventsTotalCnt
Gross Receipts Other Events$28,345GrossReceiptsOtherEventsAmt
Gross Revenue Other Events$28,345GrossRevenueOtherEventsAmt
Oth Direct Expnss Other Events$17,168OthDirectExpnssOtherEventsAmt
Gross Receipts Total$95,644GrossReceiptsTotalAmt
Gross Revenue Total Events$95,644GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$53,182OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$53,182DirectExpenseSummaryEventsAmt
Net Income Summary$42,462NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (25 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Other Expenses.1002Office Expenses $468
Other Expenses.1012Insurance $209
Other Expenses.1School Gifts $13900
Other Expenses.2Field Trips $7326
Other Expenses.35th Grade Y/E Activities $5022
Other Expenses.4Assemblies $4860
Other Expenses.5FIBO Art Academy $3682
Other Expenses.6media Center Supplies $3153
Other Expenses.7Castle Rossmoor $2997
Other Expenses.8Membership Dues $2826
Other Expenses.9Copier Contract $2144
Other Expenses.10Variety Show $1464
Other Expenses.11Honorary Service Award $987
Other Expenses.12Staff Appreciation Week $843
Other Expenses.13Science Program $779
Other Expenses.14Minder Binders $607
Other Expenses.15Hospitality $503
Other Expenses.16Playground Equipment $390
Other Expenses.17Back to School $291
Other Expenses.18Red Ribbon Week $253
Other Expenses.19Unit Assessment $200
Other Expenses.20Box Tops $64
Other Expenses.21PTA Convention $60
Other Expenses.22Filing Fees $25
Other Expenses.23Bank Fees $6

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