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SUSAN B ANTHONY PTO: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
SUSAN B ANTHONY PTO (EIN 80-0938632)
Tax period
2013-07-01 to 2014-06-30
Filed
2014-11-17
IRS object ID
201403219349309685
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

FieldValueIRS element (for citing)
Return2014-11-17T14:23:46-08:00ReturnTs
Tax Period End2014-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN330967367PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Ken C Parker and AssociatesBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15122 Katella Avenue Suite 310AddressLine1
CityLos AlamitosCity
StateCAState
ZIP Code90720ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN800938632EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SUSAN B ANTHONY PTOBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlSUSABusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line115320 PICKFORD STREETAddressLine1
CityWestminsterCity
StateCAState
ZIP Code92683ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJACQUELINE GUZMANPersonNm
Person TitleTREASURERPersonTitleTxt
Phone7146636017PhoneNum
Signature2014-11-16SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKenneth ParkerPreparerPersonNm
PTINP00450645PTIN
Phone5629361976PhoneNum
Preparation2014-11-17PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Gross Receipts$38,519GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2012FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionSTUDENT SUPPORT/ENRICHMENT/EDUCATIONActivityOrMissionDesc
Voting Members Governing Body3VotingMembersGoverningBodyCnt
Voting Members Independent0VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers3TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
CY Contributions Grants$0CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
CY Investment Income$0CYInvestmentIncomeAmt
PY Other Revenue$20,997PYOtherRevenueAmt
CY Other Revenue$24,709CYOtherRevenueAmt
PY Total Revenue$20,997PYTotalRevenueAmt
CY Total Revenue$24,709CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$19,535PYOtherExpensesAmt
CY Other Expenses$11,014CYOtherExpensesAmt
PY Total Expenses$19,535PYTotalExpensesAmt
CY Total Expenses$11,014CYTotalExpensesAmt
PY Revenues Less Expenses$1,462PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$13,695CYRevenuesLessExpensesAmt
Total Assets BOY$14,988TotalAssetsBOYAmt
Total Assets EOY$28,683TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$14,988NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$28,683NetAssetsOrFundBalancesEOYAmt
MissionSTUDENT SUPPORT/ENRICHMENT/EDUCATIONMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$10,393ExpenseAmt
DescCONTRIBUTIONS TO SCHOOL FOR PURCHASES OF SERVICES, EQUIPMENT AND SUPPLIES FOR THE ENRICHMENT, EDUCATION AND SUPPORT OF THE CHILDREN OF SUSAN B ANTHONY SCHOOL.Desc
Total Program Service Expenses$10,393TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members3GoverningBodyVotingMembersCnt
Independent Voting Member0IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyfalseConflictOfInterestPolicyInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Written Policy Or ProcedurefalseWrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonJACQUELINE GUZMANPersonNm
Phone7146636017PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line115320 PICKFORD STREETAddressLine1
CityWestminsterCity
StateCAState
ZIP Code92683ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (3 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
SHARYN S DIKE
PRESIDENT10.000.00Yes (X)$0$0$0
JACQUELINE GUZMAN
TREASURER10.000.00Yes (X)$0$0$0
SHERI FRANK
SECRETARY10.000.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Fundraising Gross Income$38,519FundraisingGrossIncomeAmt
Fundraising Direct Expenses$13,810FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$24,709TotalRevenueColumnAmt
Exclusion$24,709ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$24,709TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$24,709ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$350TotalAmt
Management And General$350ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$12TotalAmt
Management And General$12ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$230TotalAmt
Management And General$230ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
TRANSPORTATION$5,046$5,046
SCHOOL IMPROVEMENT$4,323$4,323
IMAGINATION MACHINE$1,024$1,024
STAMPS$29$29

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$11,014TotalAmt
Program Services$10,393ProgramServicesAmt
Management And General$621ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$14,988BOYAmt
EOY$28,683EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$14,988BOYAmt
EOY$28,683EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$14,988BOYAmt
EOY$28,683EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$14,988BOYAmt
EOY$28,683EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$14,988BOYAmt
EOY$28,683EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$13,695ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$43,006CurrentTaxYearMinus1YearAmt
Current Tax Year$38,519CurrentTaxYearAmt
Total$81,525TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$43,006CurrentTaxYearMinus1YearAmt
Current Tax Year$38,519CurrentTaxYearAmt
Total$81,525TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$81,525PublicSupportTotal509Amt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$43,006CurrentTaxYearMinus1YearAmt
Current Tax Year$38,519CurrentTaxYearAmt
Total$81,525TotalAmt
FieldValueIRS element (for citing)
First5 Years509Yes (X)First5Years509Ind

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Name Of Event1FALL FUNDRAINameOfEvent1Amt
Gross Receipts Event1$13,675GrossReceiptsEvent1Amt
Gross Revenue Event1$13,675GrossRevenueEvent1Amt
Other Direct Expenses Event1$7,470OtherDirectExpensesEvent1Amt
Name Of Event2AFTER SCHOOLNameOfEvent2Amt
Gross Receipts Event2$4,170GrossReceiptsEvent2Amt
Gross Revenue Event2$4,170GrossRevenueEvent2Amt
Other Direct Expenses Event2$1,071OtherDirectExpensesEvent2Amt
Other Events Total11OtherEventsTotalCnt
Gross Receipts Other Events$20,674GrossReceiptsOtherEventsAmt
Gross Revenue Other Events$20,674GrossRevenueOtherEventsAmt
Oth Direct Expnss Other Events$5,269OthDirectExpnssOtherEventsAmt
Gross Receipts Total$38,519GrossReceiptsTotalAmt
Gross Revenue Total Events$38,519GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$13,810OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$13,810DirectExpenseSummaryEventsAmt
Net Income Summary$24,709NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Members or stockholder classes and rights Part VI line 6Membership in this council PTO shall be made available by this council PTO without regard to race, color, creed, or national origin.
Member election for additional members Part VI line 7aThe organization governing body is elected by its members at a regularly schedule meeting of the membership.
Governing body decisions Part VI line 7bDecisions of the governing body are subject to approval by its members. Regular board meetings are held.
Committee meeting documentation Part VI line 8bThe organization has written policies and procedures governing its actions.
Form 990 governing body review Part VI line 11Presented to the Board at a regular meeting of the organization for review and approval.
Conflict of interest policy compliance Part VI line 12cWarrant lists are presented to the Board at regular meetings of the organization for review and approval.
Governing documents etc available to public Part VI line 19All documents available upon request.
List of other expenses Part IX line 24ePROGRAM SERVICESASSEMBLIES 1,025.FRIDAY COFFEE 34.GOGURTS & SMARTIES 336.HOSPITALITY 110.JR OLYMPICS 17.PIZZA PARTY 108.READING COUNTS 1,553.RED RIBBON WEEK 73.SCHOOL IMPROVEMENTS 5,830.SCIENCE CAMP 4,323.STUDENT SUPPLIES 1,241.TEACHER APPRECIATION 45.TRANSPORTATION 3,262.TOTAL $17,957.MANAGEMENT SERVICESACCOUNTING 1,300.INSURANCE 230.OFFICE & STAMPS EXPENSES 48.TOTAL $1,578.

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