PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC: Form 990EZ, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC (EIN 95-3497028)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2012-11-05
- IRS object ID
- 201203109349200530
- Schema version
- 2011v1.2
- 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) |
|---|---|---|
| Timestamp | 2012-11-05T13:14:57-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330577459 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OLSON & ASSOCIATES | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2130 MAIN STREET SUITE 190 | AddressLine1 |
| City | HUNTINGTON BEACH | City |
| State | CA | State |
| ZIP Code | 926486441 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953497028 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PTA CALIFORNIA CONGRESS OF PARENTS | BusinessNameLine1 |
| Business Name Line2 | SA MOFFETT ELEMENTARY PTA | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PTAC | NameControl |
| Phone | 7143157342 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8800 BURLCREST DRIVE | AddressLine1 |
| City | HUNTINGTON BEACH | City |
| State | CA | State |
| ZIP Code | 92646 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | AMY MACDONALD | Name |
| Title | TREASURER | Title |
| Phone | 7142990183 | Phone |
| Date Signed | 2012-11-05 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | NANCY M CAHILL EA | Name |
| PTIN | P01067552 | PTIN |
| Phone | 7143742053 | Phone |
| Date Prepared | 2012-11-02 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Group Exemption Number | 0646 | GroupExemptionNumber |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Schedule B Not Required | X | ScheduleBNotRequired |
| Web Site | N/A | WebSite |
| Organization501c3 | X | Organization501c3 |
| Gross Receipts | 154614 | GrossReceipts |
| Info In Schedule O Part I | X | InfoInScheduleOPartI |
| Program Service Revenue | 17329 | ProgramServiceRevenue |
| Membership Dues | 6947 | MembershipDues |
| Fundraising Gross Income | 130338 | FundraisingGrossIncome |
| Special Events Direct Expenses | 58497 | SpecialEventsDirectExpenses |
| Special Events Net Income Loss | 71841 | SpecialEventsNetIncomeLoss |
| Total Revenue | 96117 | TotalRevenue |
| Grants And Similar Amounts Paid | 2395 | GrantsAndSimilarAmountsPaid |
| Fees And Oth Pymt To Ind Contractors | 810 | FeesAndOthPymtToIndContractors |
| Printing Publications Postage | 2273 | PrintingPublicationsPostage |
| Other Expenses Total | 99745 | OtherExpensesTotal |
| Total Expenses | 105223 | TotalExpenses |
| Excess Or Deficit For Year | -9106 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 58574 | NetAssetsOrFundBalancesBOY |
| Other Changes In Net Assets | 0 | OtherChangesInNetAssets |
| Net Assets Or Fund Balances EOY | 49468 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part II | X | InfoInScheduleOPartII |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 53104 | BOY |
| EOY | 43363 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5470 | BOY |
| EOY | 6105 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 58574 | BOY |
| EOY | 49468 | EOY |
Sum Of Total Liabilities SumOfTotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 58574 | BOY |
| EOY | 49468 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Primary Exempt Purpose | TO ENRICH THE EDUCATIONAL EXPERIENCES OF STUDENTS AT SA MOFFETT ELEMENTARY SCHOOL | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment (4 entries)
| Description Program Service AccomDescriptionProgramServiceAccom | Grants And AllocationsGrantsAndAllocations | Program Service ExpensesProgramServiceExpenses |
|---|---|---|
| STUDENT PROGRAMS, INCLUDING: 4TH GRADE PLANNERS, 5TH GRADE PROMOTION, ACCELERATED READER, ART MASTERS, ASSEMBLIES, BEST FOOT FORWARD, CLASS ACT, CURRICULUM LAB, EARTHQUAKE KITS, FAMILY MOVIE NIGHT, FIELD TRIPS, MUSIC - XYLOPHONE INSTRUCTION & MUSIC INSTRUCTOR, REFLECTIONS, RED RIBBON WEEK, SCHOOL GARDEN, SCRIP PROGRAM, SPARK PROGRAM, TEACHER REIMBURSEMENTS, YEARBOOK. | 3646 | 51228 |
| GIFTS TO THE SCHOOL - COMPUTERS, (3) SOUND FIELD AMPLIFICATION SYSTEMS, SIX-STATION N-COMPUTER SYSTEM, ADDITIONAL COMPUTER ACCESSORIES FOR THE COMPUTER LAB. TEACHER GRANTS. | 9800 | 18000 |
| MUSIC PROGRAMS | 0 | 10675 |
| PARENT EDUCATION & COMMUNICATIONS, DISTRICT & COUNCIL FUNCTIONS | 0 | 95 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | 79998 | TotalProgramServiceExpenses |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (7 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| MIKA MITCHELL | ||||||||
| 20031 N NEW BRITAIN LANE | HUNTINGTON BEACH | CA | 92646 | PRESIDENT | 6.00 | 0 | 0 | 0 |
| TRACY HATT | ||||||||
| 8821 BELLSHIRE DRIVE | HUNTINGTON BEACH | CA | 92646 | VP - WAYS & MEANS | 5.00 | 0 | 0 | 0 |
| PEGGY WILSON | ||||||||
| 20042 SHOREWOOD CIRCLE | HUNTINGTON BEACH | CA | 92646 | VP - MEMBERSHIP | 4.00 | 0 | 0 | 0 |
| MICHELLE SELLER | ||||||||
| 8225 WILDWOOD DRIVE | HUNTINGTON BEACH | CA | 92646 | SECRETARY | 4.00 | 0 | 0 | 0 |
| JANET CHICKMAN | ||||||||
| 8562 KELSO DRIVE | HUNTINGTON BEACH | CA | 92646 | TREASURER | 3.00 | 0 | 0 | 0 |
| PATRICE CICCARELLI | ||||||||
| 20131 PORT GREENWICH | HUNTINGTON BEACH | CA | 92646 | AUDITOR | 3.00 | 0 | 0 | 0 |
| RITA PATEL | ||||||||
| 8851 BURLCREST DRIVE | HUNTINGTON BEACH | CA | 92646 | HISTORIAN | 2.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRpt |
| Made Changes To Orgnzng Etc Doc | 0 | MadeChangesToOrgnzngEtcDoc |
| Organization Had UBI | 0 | OrganizationHadUBI |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtc |
| Direct Indirect Political Expend | 0 | DirectIndirectPoliticalExpend |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficers |
| Tax Imposed Under IRC4911 | 0 | TaxImposedUnderIRC4911 |
| Tax Imposed Under IRC4912 | 0 | TaxImposedUnderIRC4912 |
| Tax Imposed Under IRC4955 | 0 | TaxImposedUnderIRC4955 |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTrans |
| Amount Of Tax Imposed On Org Mgr | 0 | AmountOfTaxImposedOnOrgMgr |
| Amount Of Tax Reimbursed By Org | 0 | AmountOfTaxReimbursedByOrg |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMY MACDONALD | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20062 CAPE COTTAGE LANE | AddressLine1 |
| City | HUNTINGTON BEACH | City |
| State | CA | State |
| ZIP Code | 92646 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7142990183 | TelephoneNumber |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Foreign Office | 0 | ForeignOffice |
| Maintain Any Donor Advised Funds | 0 | MaintainAnyDonorAdvisedFunds |
| Does Org Have Hospital | 0 | DoesOrgHaveHospital |
| Tanning Services Provided | 0 | TanningServicesProvided |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Engage Political Cmpgn Activities | 0 | EngagePoliticalCmpgnActivities |
| Engage In Lobbying Activities | 0 | EngageInLobbyingActivities |
| Operating School | 0 | OperatingSchool |
| Trnsfrs Exempt Non Char Related Org | 0 | TrnsfrsExemptNonCharRelatedOrg |
| Part VI Of Comp Of Highest Paid Empl | NONE | PartVIOfCompOfHighestPaidEmpl |
| Part VIA Hghst Paid Cntrct Prof Ser | NONE | PartVIAHghstPaidCntrctProfSer |
| Filed Schedule A | 1 | FiledScheduleA |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8266 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 10624 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5374 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6833 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6947 | CurrentTaxYear |
| Total | 38044 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 380482 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 357985 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 131908 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 483993 | CurrentTaxYearMinus1Year |
| Current Tax Year | 147667 | CurrentTaxYear |
| Total | 1502035 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 388748 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 368609 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 137282 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 490826 | CurrentTaxYearMinus1Year |
| Current Tax Year | 154614 | CurrentTaxYear |
| Total | 1540079 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 1540079 | PublicSupportTotal509 |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1220 | CurrentTaxYearMinus4Years |
| Total | 1220 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 389968 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 368609 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 137282 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 490826 | CurrentTaxYearMinus1Year |
| Current Tax Year | 154614 | CurrentTaxYear |
| Total | 1541299 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.99920 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.99790 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00000 | InvestmentIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | JOG-A-THON | NameOfEvent1 |
| Gross Receipts Event1 | 25727 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 25727 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 704 | OtherDirectExpensesEvent1 |
| Name Of Event2 | SCRIP SALES | NameOfEvent2 |
| Gross Receipts Event2 | 19589 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 19589 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 5215 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 14 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 85022 | GrossReceiptsOtherEvents |
| Gross Revenue Other Events | 85022 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 52578 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 130338 | GrossReceiptsTotal |
| Gross Revenue Total Events | 130338 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 58497 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 58497 | DirectExpenseSummaryEvents |
| Net Income Summary | 71841 | NetIncomeSummary |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| PAYMENTS TO AFFILIATES | FORM 990-EZ, PART I, LINE 10 | AFFILIATE NAME: HUNTINGTON UNION COUNCIL PTA. AFFILIATE ADDRESS: 20451 CRAIMER LANE HUNTINGTON BEACH, CA 92646. PURPOSE OF PAYMENT: COUNCIL, STATE, NATIONAL DUES. AMOUNT OF PAYMENT: 2,395. |
| OTHER EXPENSES | FORM 990-EZ, PART I, LINE 16 | DESCRIPTION: STUDENT PROGRAMS. AMOUNT: 65,549. DESCRIPTION: PARENT EDUCATION & COUNCIL FUNCTIONS. AMOUNT: 96. DESCRIPTION: CONTINGENCY FUND. AMOUNT: 265. DESCRIPTION: PTA CONVENTION. AMOUNT: 1,306. DESCRIPTION: FOUNDER'S DAY. AMOUNT: 81. DESCRIPTION: HISTORIAN. AMOUNT: 111. DESCRIPTION: HONORARY SERVICE AWARDS. AMOUNT: 365. DESCRIPTION: HOSPITALITY. AMOUNT: 1,739. DESCRIPTION: INSURANCE. AMOUNT: 199. DESCRIPTION: MEETING EXPENSES. AMOUNT: 108. DESCRIPTION: MEMBERSHIP EXPENSES. AMOUNT: 531. DESCRIPTION: LEGISLATIVE. AMOUNT: 1,589. DESCRIPTION: GIFTS TO SCHOOL. AMOUNT: 27,800. DESCRIPTION: BANK CHARGES. AMOUNT: 6. TOTAL TO FORM 990-EZ, LINE 16: 99,745. |
| OTHER ASSETS | FORM 990-EZ, PART II, LINE 24 | DESCRIPTION: SCRIP CARD INVENTORY. BEG. OF YEAR AMOUNT: 5,470. END OF YEAR AMOUNT: 6,105. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. | Declaration |
Comments