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 95-6207271)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2014-10-27
- IRS object ID
- 201423009349200617
- 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 | 2014-10-27T10:03:25-07:00 | 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 | 956207271 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PTA - ROSSMOOR ELEMENTARY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PTA- | BusinessNameControlTxt |
| Phone | 5627994520 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3272 SHAKESPEARE DR | AddressLine1 |
| City | LOS ALAMITOS | City |
| State | CA | State |
| ZIP Code | 90720 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Andrea Hitzke | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2014-10-27 | 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 | www.losalusd.k12.ca.us/rossmoor/ | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Gross Receipts | $125,009 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $13,222 | ContributionsGiftsGrantsEtcAmt |
| Membership Dues | $6,264 | MembershipDuesAmt |
| Investment Income | $1 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Fundraising Gross Income | $105,522 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $52,454 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $53,068 | SpecialEventsNetIncomeLossAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Total Revenue | $72,555 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $400 | FeesAndOtherPymtToIndCntrctAmt |
| Printing Publications Postage | $132 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $73,288 | OtherExpensesTotalAmt |
| Total Expenses | $73,820 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$1,265 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $31,908 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $30,643 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,908 | BOYAmt |
| EOY | $30,643 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,908 | BOYAmt |
| EOY | $30,643 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,908 | BOYAmt |
| EOY | $30,643 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | To support Rossmoor Elementary School. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt |
|---|---|
| INSTRUCTIONAL PROGRAMS INCLUDING LANGUAGE ARTS, GIFTS TO SCHOOL, COMPUTER LAB, MEET THE MASTERS, MUSIC, PE SCIENCE, SPEECH CONTEST, MEMBERSHIPS, TEACHING EQUIPMENT, TECHNOLOGY AIDE, TECHNOLOGY EQUIPMENT AND CGI MANIPULATIVES. | $46,773 |
| ENRICHMENT PROGRAMS:YEAR BOOK, ASSEMBLIES, GRADUATION, CASTLE ROSSMOOR, FIELD TRIPS, PARENT EDUCATION, READING IS FUNDAMENTAL, REFLECTIONS, VARIETY SHOW AND HONORARY SERVICE AWARDS | $22,434 |
| ORGANIZATIONAL DEVELOPMENT INCLUDING NEWS LETTERS, HOSPITALITY, ACCOUNTING, FILING FEES, OFFICE SUPPLIES, INSURANCE, AND PTA UNIT ASSESSMENTS | $4,612 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $73,819 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (4 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| Andrea Hitzke | ||
| President | 25.00 | $0 |
| Janet Murphy | ||
| Vice President | 10.00 | $0 |
| Maria Osorio | ||
| Secretary | 10.00 | $0 |
| Krista Jameson | ||
| Treasurer | 10.00 | $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 | Krista Jameson | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3272 Shakespeare Dr | AddressLine1 |
| City | Los Alamitos | City |
| State | CA | State |
| ZIP Code | 90720 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5627994520 | 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 | $8,704 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,737 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,886 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,063 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,281 | CurrentTaxYearAmt |
| Total | $65,671 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $105,737 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $116,181 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $111,898 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $95,851 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $107,726 | CurrentTaxYearAmt |
| Total | $537,393 | 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 | $114,441 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $124,918 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $123,784 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $114,914 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $125,007 | CurrentTaxYearAmt |
| Total | $603,064 | 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 | $603,064 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $107 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1 | CurrentTaxYearAmt |
| Total | $125 | 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 | $107 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1 | CurrentTaxYearAmt |
| Total | $125 | 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 | $114,548 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $124,928 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $123,790 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $114,915 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $125,008 | CurrentTaxYearAmt |
| Total | $603,189 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99980 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99970 | PublicSupportPY509Pct |
| Investment Income CY | 0.00020 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00030 | 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 | $38,819 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $38,819 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $16,789 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | Gift Wrap | NameOfEvent2Amt |
| Gross Receipts Event2 | $37,635 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $37,635 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $18,965 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $22,029 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $22,029 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $13,457 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $98,483 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $98,483 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $49,211 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $49,211 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $49,272 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (26 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Other Expenses.1002 | Office Expenses $478 |
| Other Expenses.1007 | Conferences, Conventions, and Meetings $40 |
| Other Expenses.1012 | Insurance $202 |
| Other Expenses.1 | School Gifts $38000 |
| Other Expenses.2 | 5th Grade Y/E Activities $5849 |
| Other Expenses.3 | Field Trips $5220 |
| Other Expenses.4 | Assemblies $5075 |
| Other Expenses.5 | Membership Dues $3128 |
| Other Expenses.6 | Meet the Masters $2603 |
| Other Expenses.7 | media Center Supplies $2166 |
| Other Expenses.8 | Castle Rossmoor $1805 |
| Other Expenses.9 | Health and Welfare $1526 |
| Other Expenses.10 | Variety Show $1499 |
| Other Expenses.11 | Staff Appreciation Week $1361 |
| Other Expenses.12 | Copier Contract $1149 |
| Other Expenses.13 | Honorary Service Award $835 |
| Other Expenses.14 | Minder Binders $607 |
| Other Expenses.15 | Hospitality $407 |
| Other Expenses.16 | Playground Equipment $346 |
| Other Expenses.17 | Science Program $316 |
| Other Expenses.18 | CGI Manipulatives $226 |
| Other Expenses.19 | Unit Assessment $200 |
| Other Expenses.20 | Back to School $149 |
| Other Expenses.22 | Box Tops $69 |
| Other Expenses.23 | Filing Fees $25 |
| Other Expenses.24 | Bank Fees $7 |
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