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 95-6206346)
Tax period
2014-07-01 to 2015-06-30
Filed
2015-11-19
IRS object ID
201523239349200722
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)
Return2015-11-19T15:05:39-08:00ReturnTs
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)
EIN956206346EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HOPKINSON ELEMENTARY PTABusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHOPKBusinessNameControlTxt
Phone5627994500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line112582 KENSINGTONAddressLine1Txt
CityLOS ALAMITOSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90720ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJennifer BurrellPersonNm
Person TitleVice PresidentPersonTitleTxt
Signature2015-11-19SignatureDt
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 AddressN/AWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$115,912GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$12,503ContributionsGiftsGrantsEtcAmt
Membership Dues$14,025MembershipDuesAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Fundraising Gross Income$89,384FundraisingGrossIncomeAmt
Special Events Direct Expenses$44,635SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$44,749SpecialEventsNetIncomeLossAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Total Revenue$71,277TotalRevenueAmt
Fees And Other Pymt To Ind Cntrct$400FeesAndOtherPymtToIndCntrctAmt
Printing Publications Postage$295PrintingPublicationsPostageAmt
Other Expenses Total$69,540OtherExpensesTotalAmt
Total Expenses$70,235TotalExpensesAmt
Excess Or Deficit For Year$1,042ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$72,522NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$73,564NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$72,522BOYAmt
EOY$73,564EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$72,522BOYAmt
EOY$73,564EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$72,522BOYAmt
EOY$73,564EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposeTo support Hopkinson Elementary SchoolPrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmt
Enrichment assemblies, reading incentive program, art supplies, physical education equipment, computers, science programs, library supplies, parties and community events for Francis M. Hopkinson Elementary School.$11,828
Instructional activities such as reading incentives and instructional staff support funding$52,739
Organizational support such as office support, newsletters, legislation, PTA Unit Assessment, etc.$5,668
FieldValueIRS element (for citing)
Total Program Service Expenses$70,235TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (13 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
David Locke
President6.00$0
Jennifer Burrell
Vice President1.00$0
Kristy Grosfeld
VP-Ways & Means2.00$0
Michelle Menier
VP-Parent Ed1.00$0
Karissa Hart
Secretary2.00$0
Theresa Blankenstein
VP-Legislation1.00$0
Cory Conn
VP-Membership2.00$0
Paurvi Trivedi
Secretary2.00$0
Adriana Dominquez
Treasurer2.00$0
Kerry Welton
Secretary3.00$0
Jen Larsen
Auditor1.00$0
Carla Hodge
Historian2.00$0
Scott Fayette
Parliamentarian1.00$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)
PersonLisa PahlPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line112582 KENSINGTONAddressLine1Txt
CityLOS ALAMITOSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90720ZIPCd
FieldValueIRS element (for citing)
Phone5627994500PhoneNum
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$9,883CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$14,047CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$13,184CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$24,398CurrentTaxYearMinus1YearAmt
Current Tax Year$26,528CurrentTaxYearAmt
Total$88,040TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$73,213CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$70,696CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$66,035CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$83,516CurrentTaxYearMinus1YearAmt
Current Tax Year$89,384CurrentTaxYearAmt
Total$382,844TotalAmt

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$83,096CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$84,743CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$79,219CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$107,914CurrentTaxYearMinus1YearAmt
Current Tax Year$115,912CurrentTaxYearAmt
Total$470,884TotalAmt

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$470,884PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1CurrentTaxYearMinus4YearsAmt
Total$1TotalAmt

Post1975 UBTI Post1975UBTIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1CurrentTaxYearMinus4YearsAmt
Total$1TotalAmt

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$83,097CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$84,743CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$79,219CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$107,914CurrentTaxYearMinus1YearAmt
Current Tax Year$115,912CurrentTaxYearAmt
Total$470,885TotalAmt
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)
Event1CarnivalEvent1Nm
Gross Receipts Event1$41,312GrossReceiptsEvent1Amt
Gross Revenue Event1$41,312GrossRevenueEvent1Amt
Other Direct Expenses Event1$16,398OtherDirectExpensesEvent1Amt
Event2Book FairEvent2Nm
Gross Receipts Event2$13,978GrossReceiptsEvent2Amt
Gross Revenue Event2$13,978GrossRevenueEvent2Amt
Other Direct Expenses Event2$9,319OtherDirectExpensesEvent2Amt
Other Events Total4OtherEventsTotalCnt
Gross Receipts Other Events$34,094GrossReceiptsOtherEventsAmt
Gross Revenue Other Events$34,094GrossRevenueOtherEventsAmt
Oth Direct Expnss Other Events$18,918OthDirectExpnssOtherEventsAmt
Gross Receipts Total$89,384GrossReceiptsTotalAmt
Gross Revenue Total Events$89,384GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$44,635OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$44,635DirectExpenseSummaryEventsAmt
Net Income Summary$44,749NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (33 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Other Expenses.1002Office Expenses $107
Other Expenses.1012Insurance $209
Other Expenses.1Elmo Projectors $13427
Other Expenses.25th Grade Y/E Activities $10376
Other Expenses.3I-Pads $8292
Other Expenses.4Pacific Symphony $6515
Other Expenses.5PE Equipment $6458
Other Expenses.6Meet the Masters $3255
Other Expenses.7Assemblies $3250
Other Expenses.8Memberships $3204
Other Expenses.9Teacher Equipment $2379
Other Expenses.10Emergency Kit Containers $1838
Other Expenses.11Family Events $1826
Other Expenses.12Carry Over Funds $1753
Other Expenses.13Reading Incentive $999
Other Expenses.14Legislation $765
Other Expenses.15Teacher Holiday Luncheon $724
Other Expenses.16Read Across America $718
Other Expenses.17Staff Appreciation Week $702
Other Expenses.18HSA $692
Other Expenses.19Hospitality $305
Other Expenses.21Health and Welfare $289
Other Expenses.22Back to School Lunch $268
Other Expenses.23Kindergarten Pictures $243
Other Expenses.24Room Rep $243
Other Expenses.25Reflections $221
Other Expenses.26Council Assessments $200
Other Expenses.27Teacher Materials $100
Other Expenses.28Anti Bullying Program $82
Other Expenses.29Administrative Dinner $40
Other Expenses.30Membership Promotions $36
Other Expenses.31Filing Fees $25
Other Expenses.38Rounding $-1

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