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 95-6206346)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2012-11-06
- IRS object ID
- 201243119349200864
- 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 | 2012-11-06T16:04:19-08:00 | 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 | 956206346 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOPKINSON ELEMENTARY PTA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HOPK | NameControl |
| Phone | 5627994500 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jody Roubanis | Name |
| Title | President | Title |
| Date Signed | 2012-11-06 | 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 | N/A | WebSite |
| Organization501c3 | X | Organization501c3 |
| Gross Receipts | 84743 | GrossReceipts |
| Info In Schedule O Part I | X | InfoInScheduleOPartI |
| Contributions Gifts Grants Etc | 4880 | ContributionsGiftsGrantsEtc |
| Membership Dues | 9167 | MembershipDues |
| Cost Other Basis And Sales Expenses | 0 | CostOtherBasisAndSalesExpenses |
| Fundraising Gross Income | 70696 | FundraisingGrossIncome |
| Special Events Direct Expenses | 34954 | SpecialEventsDirectExpenses |
| Special Events Net Income Loss | 35742 | SpecialEventsNetIncomeLoss |
| Cost Of Goods Sold | 0 | CostOfGoodsSold |
| Total Revenue | 49789 | TotalRevenue |
| Fees And Oth Pymt To Ind Contractors | 400 | FeesAndOthPymtToIndContractors |
| Printing Publications Postage | 1170 | PrintingPublicationsPostage |
| Other Expenses Total | 57470 | OtherExpensesTotal |
| Total Expenses | 59040 | TotalExpenses |
| Excess Or Deficit For Year | -9251 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 48899 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 39648 | NetAssetsOrFundBalancesEOY |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 48899 | BOY |
| EOY | 39648 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 48899 | BOY |
| EOY | 39648 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 48899 | BOY |
| EOY | 39648 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | To support Hopkinson Elementary School | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment (3 entries)
| Description Program Service AccomDescriptionProgramServiceAccom | Grants And AllocationsGrantsAndAllocations |
|---|---|
| Organizational support such as office support, newsletters, legislation, district membership donation, etc. | 8226 |
| Instructional activities such as reading incentives and instructional staff support funding | 44002 |
| 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. | 6814 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | 59042 | TotalProgramServiceExpenses |
| Info In Schedule O Part IV | X | InfoInScheduleOPartIV |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (11 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| Jennifer Kraus | ||||||
| 12582 Kensington | Los Alamitos | CA | 90720 | Parliamentarian | 0 | 0 |
| Bessie Nicolaou-Halfhill | ||||||
| 12582 Kensington | Los Alamitos | CA | 90720 | Historian | 0 | 0 |
| Scott Fayette | ||||||
| 12582 Kensington | Los Alamitos | CA | 90720 | Auditor | 0 | 0 |
| Jennifer Larsen | ||||||
| 12582 Kensington | Los Alamitos | CA | 90720 | Secretary | 0 | 0 |
| David Locke | ||||||
| 12582 Kensington | Los Alamitos | CA | 90720 | Treasurer | 0 | 0 |
| Carrie Gannon | ||||||
| 12582 Kensington | Los Alamitos | CA | 90720 | Secretary | 0 | 0 |
| Ann Saks | ||||||
| 12582 Kensington | Los Alamitos | CA | 90720 | Secretary | 0 | 0 |
| Theresa Blankenstein | ||||||
| 12582 Kensington Road | Los Alamitos | CA | 90720 | Vice President | 0 | 0 |
| Amanda Lenton | ||||||
| 12582 Kensington Road | Los Alamitos | CA | 90720 | Vice President | 0 | 0 |
| Marni Rice | ||||||
| 12582 Kensington Road | Los Alamitos | CA | 90720 | Vice President | 0 | 0 |
| Jody Roubanis | ||||||
| 12582 Kensington Road | 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 | David Locke | NamePerson |
Address US AddressUS
| 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) |
|---|---|---|
| Telephone Number | 5627994500 | 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 | 4987 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5368 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7548 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9883 | CurrentTaxYearMinus1Year |
| Current Tax Year | 14047 | CurrentTaxYear |
| Total | 41833 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 34975 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 51416 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 65702 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 73213 | CurrentTaxYearMinus1Year |
| Current Tax Year | 70696 | CurrentTaxYear |
| Total | 296002 | 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 | 39962 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 56784 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 73250 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 83096 | CurrentTaxYearMinus1Year |
| Current Tax Year | 84743 | CurrentTaxYear |
| Total | 337835 | 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 | 337835 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 431 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 61 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1 | CurrentTaxYearMinus1Year |
| Total | 496 | 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 | 431 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 61 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1 | CurrentTaxYearMinus1Year |
| Total | 496 | 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 | 40393 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 56845 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 73253 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 83097 | CurrentTaxYearMinus1Year |
| Current Tax Year | 84743 | CurrentTaxYear |
| Total | 338331 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.99850 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.99610 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00150 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00390 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Carnival | NameOfEvent1 |
| Gross Receipts Event1 | 33219 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 33219 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 13390 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Book Fair | NameOfEvent2 |
| Gross Receipts Event2 | 22133 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 22133 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 11707 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 11925 | GrossReceiptsOtherEvents |
| Gross Revenue Other Events | 11925 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 8120 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 67277 | GrossReceiptsTotal |
| Gross Revenue Total Events | 67277 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 33217 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 33217 | DirectExpenseSummaryEvents |
| Net Income Summary | 34060 | NetIncomeSummary |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (29 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990-EZ, Part I, Line 16.29 | Other Expenses.29 | Rounding $-3 |
| Form 990-EZ, Part I, Line 16.27 | Other Expenses.27 | Room Rep $93 |
| Form 990-EZ, Part I, Line 16.26 | Other Expenses.26 | Copy Machine $97 |
| Form 990-EZ, Part I, Line 16.25 | Other Expenses.25 | Kindergarten Pictures $100 |
| Form 990-EZ, Part I, Line 16.24 | Other Expenses.24 | Hospitality $134 |
| Form 990-EZ, Part I, Line 16.23 | Other Expenses.23 | Talent Show $170 |
| Form 990-EZ, Part I, Line 16.22 | Other Expenses.22 | Administrative Dinner $180 |
| Form 990-EZ, Part I, Line 16.21 | Other Expenses.21 | Parent Education $187 |
| Form 990-EZ, Part I, Line 16.20 | Other Expenses.20 | Council Assessments $200 |
| Form 990-EZ, Part I, Line 16.19 | Other Expenses.19 | Health and Welfare $219 |
| Form 990-EZ, Part I, Line 16.18 | Other Expenses.18 | Back to School Lunch $240 |
| Form 990-EZ, Part I, Line 16.17 | Other Expenses.17 | Storage $244 |
| Form 990-EZ, Part I, Line 16.16 | Other Expenses.16 | Staff Appreciation Week $252 |
| Form 990-EZ, Part I, Line 16.15 | Other Expenses.15 | Reflections $273 |
| Form 990-EZ, Part I, Line 16.14 | Other Expenses.14 | Read Across America $293 |
| Form 990-EZ, Part I, Line 16.13 | Other Expenses.13 | Legislation $425 |
| Form 990-EZ, Part I, Line 16.12 | Other Expenses.12 | Teacher Holiday Luncheon $500 |
| Form 990-EZ, Part I, Line 16.11 | Other Expenses.11 | 5th Grade Y/E Activities $500 |
| Form 990-EZ, Part I, Line 16.10 | Other Expenses.10 | HSA $546 |
| Form 990-EZ, Part I, Line 16.9 | Other Expenses.9 | Husky Store $657 |
| Form 990-EZ, Part I, Line 16.8 | Other Expenses.8 | Ice Cream Social $698 |
| Form 990-EZ, Part I, Line 16.7 | Other Expenses.7 | Husky Book Club $859 |
| Form 990-EZ, Part I, Line 16.5 | Other Expenses.5 | Reading Incentive $1301 |
| Form 990-EZ, Part I, Line 16.4 | Other Expenses.4 | Convention $1370 |
| Form 990-EZ, Part I, Line 16.3 | Other Expenses.3 | Assemblies $2827 |
| Form 990-EZ, Part I, Line 16.2 | Other Expenses.2 | Memberships $3494 |
| Form 990-EZ, Part I, Line 16.1 | Other Expenses.1 | Donation to School $40870 |
| 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 $545 |
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