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 95-6207271)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2012-11-14
- IRS object ID
- 201233199349201143
- 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 | 2012-11-14T09:58:43-08:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Carol S Holmquist CPA APC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 956207271 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PTA - ROSSMOOR ELEMENTARY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PTA- | NameControl |
| Phone | 5627994520 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Dyanna Summers | Name |
| Title | President | Title |
| Date Signed | 2012-11-14 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Louise Liewald CPA | Name |
| Phone | 5627994975 | Phone |
| Self Employed | X | SelfEmployed |
| 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 | www.losalusd.k12.ca.us/rossmoor/ | WebSite |
| Organization501c3 | X | Organization501c3 |
| Gross Receipts | 123791 | GrossReceipts |
| Info In Schedule O Part I | X | InfoInScheduleOPartI |
| Contributions Gifts Grants Etc | 7230 | ContributionsGiftsGrantsEtc |
| Membership Dues | 4656 | MembershipDues |
| Investment Income | 6 | InvestmentIncome |
| Cost Other Basis And Sales Expenses | 0 | CostOtherBasisAndSalesExpenses |
| Fundraising Gross Income | 111899 | FundraisingGrossIncome |
| Special Events Direct Expenses | 62158 | SpecialEventsDirectExpenses |
| Special Events Net Income Loss | 49741 | SpecialEventsNetIncomeLoss |
| Cost Of Goods Sold | 0 | CostOfGoodsSold |
| Total Revenue | 61633 | TotalRevenue |
| Fees And Oth Pymt To Ind Contractors | 375 | FeesAndOthPymtToIndContractors |
| Printing Publications Postage | 100 | PrintingPublicationsPostage |
| Other Expenses Total | 95595 | OtherExpensesTotal |
| Total Expenses | 96070 | TotalExpenses |
| Excess Or Deficit For Year | -34437 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 46958 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 12521 | NetAssetsOrFundBalancesEOY |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46958 | BOY |
| EOY | 12521 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46958 | BOY |
| EOY | 12521 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46958 | BOY |
| EOY | 12521 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | To support Rossmoor Elementary School. | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment (3 entries)
| Description Program Service AccomDescriptionProgramServiceAccom | Grants And AllocationsGrantsAndAllocations |
|---|---|
| ORGANIZATIONAL DEVELOPMENT INCLUDING NEWS LETTERS, HOSPITALITY, OTHER | 5021 |
| ENRICHMENT PROGRAMS:YEAR BOOK, ASSEMBLIES, GRADUATION, CASTLE ROSSMOOR, FIELD TRIPS, PARENT EDUCATION, READING IS FUNDAMENTAL, REFLECTIONS | 25471 |
| 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, YOUNG READERS | 91048 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | 121540 | TotalProgramServiceExpenses |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| Candice Lopez | ||||||
| 3272 Shakespeare Dr | Los Alamitos | CA | 90720 | Treasurer | 0 | 0 |
| Wendy Dessero | ||||||
| 3272 Shakespeare Dr | Los Alamitos | CA | 90720 | Secretary | 0 | 0 |
| Andrea Hitzke | ||||||
| 3272 Shakespeare Dr | Los Alamitos | CA | 90720 | Vice President | 0 | 0 |
| Dyanna Summers | ||||||
| 3272 Shakespeare Dr | Los Alamitos | CA | 90720 | President | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRpt |
| Made Changes To Orgnzng Etc Doc | false | MadeChangesToOrgnzngEtcDoc |
| Organization Had UBI | false | OrganizationHadUBI |
| Organization Filed990 T | false | OrganizationFiled990T |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Organization Dissolved Etc | false | OrganizationDissolvedEtc |
| Did Org File Form1120 POL This Year | false | DidOrgFileForm1120POLThisYear |
| Made Loans To From Officers | false | MadeLoansToFromOfficers |
| Initiation Fees And Capital Contri | 0 | InitiationFeesAndCapitalContri |
| Gross Receipts For Public Use | 0 | GrossReceiptsForPublicUse |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTrans |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Candice Lopez | NamePerson |
Address US AddressUS
| 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) |
|---|---|---|
| Telephone Number | 5627994520 | TelephoneNumber |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccount |
| Foreign Office | false | ForeignOffice |
| Maintain Any Donor Advised Funds | false | MaintainAnyDonorAdvisedFunds |
| Does Org Have Hospital | false | DoesOrgHaveHospital |
| Tanning Services Provided | false | TanningServicesProvided |
| Form720 Filed | false | Form720Filed |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction With Control Entity | false | TransactionWithControlEntity |
| Engage Political Cmpgn Activities | false | EngagePoliticalCmpgnActivities |
| Engage In Lobbying Activities | false | EngageInLobbyingActivities |
| Operating School | false | OperatingSchool |
| Trnsfrs Exempt Non Char Related Org | false | TrnsfrsExemptNonCharRelatedOrg |
| Related Org Section527 Org | false | RelatedOrgSection527Org |
| Part VI Of Comp Of Highest Paid Empl | NONE | PartVIOfCompOfHighestPaidEmpl |
| Part VIA Hghst Paid Cntrct Prof Ser | NONE | PartVIAHghstPaidCntrctProfSer |
| Filed Schedule A | true | 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 | 4767 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4789 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8704 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8737 | CurrentTaxYearMinus1Year |
| Current Tax Year | 11886 | CurrentTaxYear |
| Total | 38883 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 146302 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 116278 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 105737 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 116181 | CurrentTaxYearMinus1Year |
| Current Tax Year | 111898 | CurrentTaxYear |
| Total | 596396 | Total |
Gross Receipts From Non UBI GrossReceiptsFromNonUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Tax Rev Levied For Org Benefit509 TaxRevLeviedForOrgBenefit509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Of Svcs Fclts Furnishd By Govt ValueOfSvcsFcltsFurnishdByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 151069 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 121067 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 114441 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 124918 | CurrentTaxYearMinus1Year |
| Current Tax Year | 123784 | CurrentTaxYear |
| Total | 635279 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 635279 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 98 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 52 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 107 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 10 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6 | CurrentTaxYear |
| Total | 273 | Total |
Post1975 UBTI Post1975UBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 98 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 52 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 107 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 10 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6 | CurrentTaxYear |
| Total | 273 | Total |
Net Income From Other UBI NetIncomeFromOtherUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 151167 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 121119 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 114548 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 124928 | CurrentTaxYearMinus1Year |
| Current Tax Year | 123790 | CurrentTaxYear |
| Total | 635552 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.99960 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.99950 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00040 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00050 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Gift Wrap | NameOfEvent1 |
| Gross Receipts Event1 | 53844 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 53844 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 31777 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Carnival | NameOfEvent2 |
| Gross Receipts Event2 | 28270 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 28270 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 11997 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 2 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 23909 | GrossReceiptsOtherEvents |
| Gross Revenue Other Events | 23909 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 16582 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 106023 | GrossReceiptsTotal |
| Gross Revenue Total Events | 106023 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 60356 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 60356 | DirectExpenseSummaryEvents |
| Net Income Summary | 45667 | NetIncomeSummary |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (25 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990-EZ, Part I, Line 16.28 | Other Expenses.28 | Prior Year Expenses $-113 |
| Form 990-EZ, Part I, Line 16.23 | Other Expenses.23 | State Filing Fees $25 |
| Form 990-EZ, Part I, Line 16.22 | Other Expenses.22 | Bank Fees $68 |
| Form 990-EZ, Part I, Line 16.20 | Other Expenses.20 | Installation Ceremony $140 |
| Form 990-EZ, Part I, Line 16.19 | Other Expenses.19 | CGI Manipulatives $162 |
| Form 990-EZ, Part I, Line 16.18 | Other Expenses.18 | Unit Assessment $200 |
| Form 990-EZ, Part I, Line 16.17 | Other Expenses.17 | Constant Contact $294 |
| Form 990-EZ, Part I, Line 16.16 | Other Expenses.16 | Hospitality $472 |
| Form 990-EZ, Part I, Line 16.15 | Other Expenses.15 | Staff Apprec $734 |
| Form 990-EZ, Part I, Line 16.14 | Other Expenses.14 | Honorary Service Award $999 |
| Form 990-EZ, Part I, Line 16.13 | Other Expenses.13 | Science Program $1065 |
| Form 990-EZ, Part I, Line 16.12 | Other Expenses.12 | Variety Show $1170 |
| Form 990-EZ, Part I, Line 16.11 | Other Expenses.11 | Media Center Supplies $1519 |
| Form 990-EZ, Part I, Line 16.10 | Other Expenses.10 | Membership Dues $2624 |
| Form 990-EZ, Part I, Line 16.9 | Other Expenses.9 | Health and Welfare $2662 |
| Form 990-EZ, Part I, Line 16.8 | Other Expenses.8 | Minder Binders $3757 |
| Form 990-EZ, Part I, Line 16.7 | Other Expenses.7 | Meet the Masters $3950 |
| Form 990-EZ, Part I, Line 16.6 | Other Expenses.6 | Playground Equipment $4000 |
| Form 990-EZ, Part I, Line 16.5 | Other Expenses.5 | 5th Grade Y/E Activities $4169 |
| Form 990-EZ, Part I, Line 16.4 | Other Expenses.4 | Castle Rossmoor $4783 |
| Form 990-EZ, Part I, Line 16.3 | Other Expenses.3 | Field Trips $5006 |
| Form 990-EZ, Part I, Line 16.2 | Other Expenses.2 | Assemblies $5345 |
| Form 990-EZ, Part I, Line 16.1 | Other Expenses.1 | School Gifts $51840 |
| Form 990-EZ, Part I, Line 16.1012 | Other Expenses.1012 | Insurance $199 |
| Form 990-EZ, Part I, Line 16.1002 | Other Expenses.1002 | Office Expenses $525 |
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