PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC: Form 990EZ, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC (EIN 95-6206346)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2014-11-17
- IRS object ID
- 201403219349203005
- Schema version
- 2013v3.1
- 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 | 2014-11-17T11:49:03-08:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Carol S Holmquist CPA APC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3415 Cerritos Ave | AddressLine1 |
| City | Los Alamitos | City |
| State | CA | State |
| ZIP Code | 90720 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 956206346 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOPKINSON ELEMENTARY PTA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOPK | BusinessNameControlTxt |
| Phone | 5627994500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12582 KENSINGTON | AddressLine1 |
| City | LOS ALAMITOS | City |
| State | CA | State |
| ZIP Code | 90720 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | David Locke | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2014-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Louise Liewald CPA | PreparerPersonNm |
| PTIN | P00370400 | PTIN |
| Phone | 5627994975 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | 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 |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $107,913 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $15,277 | ContributionsGiftsGrantsEtcAmt |
| Membership Dues | $9,120 | MembershipDuesAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Fundraising Gross Income | $83,516 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $33,719 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $49,797 | SpecialEventsNetIncomeLossAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Total Revenue | $74,194 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $400 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $47,868 | OtherExpensesTotalAmt |
| Total Expenses | $48,268 | TotalExpensesAmt |
| Excess Or Deficit For Year | $25,926 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $46,596 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $72,522 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,596 | BOYAmt |
| EOY | $72,522 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,596 | BOYAmt |
| EOY | $72,522 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,596 | BOYAmt |
| EOY | $72,522 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | To support Hopkinson Elementary School | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants 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. | $13,286 |
| Instructional activities such as reading incentives and instructional staff support funding | $29,746 |
| Organizational support such as office support, newsletters, legislation, district membership donation, etc. | $5,238 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $48,270 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (13 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| David Locke | ||
| President | 5.00 | $0 |
| Amanda Lenton | ||
| Vice President | 5.00 | $0 |
| Marni Rice | ||
| VP-Ways & Means | 1.00 | $0 |
| Anita Ungaro | ||
| VP-Parent Ed | 1.00 | $0 |
| Ann Saks | ||
| Secretary | 4.00 | $0 |
| Francine Mafi | ||
| VP-Legislation | 1.00 | $0 |
| Jennifer Kraus | ||
| VP-Membership | 3.00 | $0 |
| Theresa Blankenstein | ||
| Secretary | 1.00 | $0 |
| Adriana Dominquez | ||
| Treasurer | 2.00 | $0 |
| Jennifer Larson | ||
| Secretary | 2.00 | $0 |
| Scott Fayette | ||
| Auditor | 2.00 | $0 |
| Carrie Ann Rettberg | ||
| Historian | 2.00 | $0 |
| Karissa Hart | ||
| Parliamentarian | 2.00 | $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 | Adriana Dominquez | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12582 KENSINGTON | AddressLine1 |
| City | LOS ALAMITOS | City |
| State | CA | State |
| ZIP Code | 90720 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5627994500 | 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 | $7,548 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,883 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,047 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,184 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,398 | CurrentTaxYearAmt |
| Total | $69,060 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $65,702 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $73,213 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $70,696 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $66,035 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $83,516 | CurrentTaxYearAmt |
| Total | $359,162 | 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 | $73,250 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $83,096 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $84,743 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $79,219 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $107,914 | CurrentTaxYearAmt |
| Total | $428,222 | 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 | $428,222 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1 | CurrentTaxYearMinus3YearsAmt |
| Total | $4 | 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 | $3 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1 | CurrentTaxYearMinus3YearsAmt |
| Total | $4 | 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 | $73,253 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $83,097 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $84,743 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $79,219 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $107,914 | CurrentTaxYearAmt |
| Total | $428,226 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 1.00000 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99980 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00020 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Carnival | NameOfEvent1Amt |
| Gross Receipts Event1 | $45,327 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $45,327 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $16,119 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | Book Fair | NameOfEvent2Amt |
| Gross Receipts Event2 | $13,055 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $13,055 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $8,906 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $23,232 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $23,232 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $7,312 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $81,614 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $81,614 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $32,337 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $32,337 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $49,277 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (34 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Other Expenses.1002 | Office Expenses $188 |
| Other Expenses.1012 | Insurance $202 |
| Other Expenses.1 | 5th Grade Y/E Activities $11644 |
| Other Expenses.2 | PE Equipment $7401 |
| Other Expenses.3 | Donation for Stage $3774 |
| Other Expenses.4 | Assemblies $3604 |
| Other Expenses.5 | Memberships $3500 |
| Other Expenses.6 | Outdoor Science Camp $3500 |
| Other Expenses.7 | Meet the Masters $3198 |
| Other Expenses.8 | Family Events $1650 |
| Other Expenses.9 | Donation for PA System $1322 |
| Other Expenses.10 | Husky Book Club $1011 |
| Other Expenses.11 | Reading Incentive $999 |
| Other Expenses.12 | Read Across America $704 |
| Other Expenses.13 | HSA $601 |
| Other Expenses.14 | Ice Cream Social $595 |
| Other Expenses.15 | Teacher Materials $550 |
| Other Expenses.16 | Hospitality $489 |
| Other Expenses.17 | Staff Appreciation Week $454 |
| Other Expenses.18 | Room Rep $435 |
| Other Expenses.19 | Health and Welfare $347 |
| Other Expenses.20 | Membership Promotions $330 |
| Other Expenses.21 | Legislation $273 |
| Other Expenses.22 | Council Assessments $200 |
| Other Expenses.23 | Back to School Lunch $198 |
| Other Expenses.24 | Kindergarten Pictures $197 |
| Other Expenses.25 | Teacher Holiday Luncheon $143 |
| Other Expenses.26 | Reflections $99 |
| Other Expenses.27 | Bank Charges $80 |
| Other Expenses.28 | Recycle/E-Waste $50 |
| Other Expenses.29 | Anti Bullying Program $48 |
| Other Expenses.30 | Administrative Dinner $40 |
| Other Expenses.31 | Filing Fees $25 |
| Other Expenses.32 | Prior Year Expenses $17 |
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