PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC: Form 990EZ, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC (EIN 33-0149689)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2011-10-26
- IRS object ID
- 201122999349200117
- Schema version
- 2010v3.4
- 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 | 2011-10-26T13:51:28-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
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 | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330149689 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PTA CALIFORNIA CONGRESS OF PARENTS 3508 | BusinessNameLine1 |
| Business Name Line2 | DR RALPH E HAWES ELEMENTARY SCHOOL | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PTAC | NameControl |
| Phone | 7149638302 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9682 YELLOWSTONE DRIVE | AddressLine1 |
| City | HUNTINGTON BEACH | City |
| State | CA | State |
| ZIP Code | 926464857 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ELIZABETH TSUDA | Name |
| Title | TREASURER | Title |
| Phone | 7146542482 | Phone |
| Date Signed | 2011-10-26 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | NANCY M CAHILL EA | Name |
| Phone | 7143742053 | Phone |
| Date Prepared | 2011-10-26 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | 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 | 143143 | GrossReceipts |
| Info In Schedule O Part I | X | InfoInScheduleOPartI |
| Contributions Gifts Grants Etc | 2930 | ContributionsGiftsGrantsEtc |
| Program Service Revenue | 31612 | ProgramServiceRevenue |
| Membership Dues | 3032 | MembershipDues |
| Fundraising Gross Income | 105569 | FundraisingGrossIncome |
| Special Events Direct Expenses | 48826 | SpecialEventsDirectExpenses |
| Special Events Net Income Loss | 56743 | SpecialEventsNetIncomeLoss |
| Total Revenue | 94317 | TotalRevenue |
| Grants And Similar Amounts Paid | 1493 | GrantsAndSimilarAmountsPaid |
| Fees And Oth Pymt To Ind Contractors | 250 | FeesAndOthPymtToIndContractors |
| Printing Publications Postage | 493 | PrintingPublicationsPostage |
| Other Expenses Total | 113419 | OtherExpensesTotal |
| Total Expenses | 115655 | TotalExpenses |
| Excess Or Deficit For Year | -21338 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 27674 | NetAssetsOrFundBalancesBOY |
| Other Changes In Net Assets | 0 | OtherChangesInNetAssets |
| Net Assets Or Fund Balances EOY | 6336 | NetAssetsOrFundBalancesEOY |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27674 | BOY |
| EOY | 6336 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27674 | BOY |
| EOY | 6336 | 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 | 27674 | BOY |
| EOY | 6336 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Primary Exempt Purpose | TO BRING EDUCATORS AND THE PUBLIC TOGETHER TO PROVIDE THE HIGHEST ADVANTAGES TO PHYSICAL, MENTAL, SOCIAL AND EDUCATIONAL ENRICHMENT. | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment (4 entries)
| Description Program Service AccomDescriptionProgramServiceAccom | Grants And AllocationsGrantsAndAllocations | Program Service ExpensesProgramServiceExpenses |
|---|---|---|
| TECHNOLOGY DONATION | 0 | 37638 |
| PLAYGROUND EQUIPMENT DONATION | 0 | 19987 |
| BOOK FAIR | 0 | 18210 |
| 5TH GRADER PROMOTION, ART MASTERS, AUTHOR'S DAY, ASSEMBLIES, ACTIVITY ROOM EQUIPMENT, COMMUNITY EVENTS, CURRICULUM LAB, DIRECTORY, EMERGENCY LUNCH, EARTHQUAKE KITS, FIELD TRIPS, MUSICAL PROGRAMS, READING COUNTS, RED RIBBON WEEK, REFLECTIONS, SPIRIT DAY, STAFF APPRECIATION, TALENT SHOW, TEACHER SUPPLY REIMBURSEMENT. | 0 | 35633 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | 111468 | TotalProgramServiceExpenses |
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 | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| STEPHANIE KLAUSS | ||||||||
| 9952 SPINNAKER DRIVE | HUNTINGTON BEACH | CA | 92646 | PRESIDENT | 10.00 | 0 | 0 | 0 |
| KATHY NOVELLI | ||||||||
| 9832 VICKSBURG DRIVE | HUNTINGTON BEACH | CA | 92646 | EXECUTIVE VICE-PRESIDENT | 5.00 | 0 | 0 | 0 |
| THERESA BICHLMEIER | ||||||||
| 20201 BIG BEND LANE | HUNTINGTON BEACH | CA | 92646 | VICE-PRESIDENT - WAYS & MEANS | 5.00 | 0 | 0 | 0 |
| MIRIAM LAZUR | ||||||||
| 9582 JURA DRIVE | HUNTINGTON BEACH | CA | 92646 | VICE-PRESIDENT - MEMBERSHIP | 5.00 | 0 | 0 | 0 |
| JESSICA LEE | ||||||||
| 2300 FAIRVIEW RD C106 | COSTA MESA | CA | 92626 | VICE-PRESIDENT - VOLUNTEERS | 5.00 | 0 | 0 | 0 |
| KIM PENNINGTON | ||||||||
| 20761 REEF LANE | HUNTINGTON BEACH | CA | 92646 | RECORDING SECRETARY | 3.00 | 0 | 0 | 0 |
| ELIZABETH TSUDA | ||||||||
| 20871 SPINDRIFT LANE | HUNTINGTON BEACH | CA | 92646 | TREASURER | 8.00 | 0 | 0 | 0 |
| TERRI BANDARUK | ||||||||
| 20382 BLUFFWATER | HUNTINGTON BEACH | CA | 92646 | AUDITOR | 3.00 | 0 | 0 | 0 |
| ALYSSA THAYER | ||||||||
| 20372 SHANGRILA | HUNTINGTON BEACH | CA | 92646 | FINANCIAL SECRETARY | 5.00 | 0 | 0 | 0 |
| ANA GONG | ||||||||
| 9832 HOT SPRINGS DRIVE | HUNTINGTON BEACH | CA | 92646 | HISTORIAN | 2.00 | 0 | 0 | 0 |
| PAMELA LUND | ||||||||
| 9642 PEPPERTREE DRIVE | HUNTINGTON BEACH | CA | 92646 | PARLIAMENTARIAN | 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 |
| 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 | ELIZABETH TSUDA | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20871 SPINDRIFT LANE | AddressLine1 |
| City | HUNTINGTON BEACH | City |
| State | CA | State |
| ZIP Code | 92646 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7146542482 | 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 |
| Transaction With Control Entity | 0 | TransactionWithControlEntity |
| 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 |
| Tot Number Of Oth Empl Paid Over100k | 0 | TotNumberOfOthEmplPaidOver100k |
| Part VIA Hghst Paid Cntrct Prof Ser | NONE | PartVIAHghstPaidCntrctProfSer |
| Tot Num Cntrct Pd Over100 K Prof Ser | 0 | TotNumCntrctPdOver100KProfSer |
| 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 | 27361 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 25855 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 17383 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1556 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5962 | CurrentTaxYear |
| Total | 78117 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 40053 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 73694 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 140844 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 161239 | CurrentTaxYearMinus1Year |
| Current Tax Year | 137182 | CurrentTaxYear |
| Total | 553012 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 67414 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 99549 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 158227 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 162795 | CurrentTaxYearMinus1Year |
| Current Tax Year | 143144 | CurrentTaxYear |
| Total | 631129 | 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 | 631129 | PublicSupportTotal509 |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 67414 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 99549 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 158227 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 162795 | CurrentTaxYearMinus1Year |
| Current Tax Year | 143144 | CurrentTaxYear |
| Total | 631129 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 1.00000 | PublicSupportPercentage509 |
| 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 | SPRING FLING | NameOfEvent1 |
| Gross Receipts Event1 | 41652 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 41652 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 368 | NonCashPrizesEvent1 |
| Entertainment Event1 | 100 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 11029 | OtherDirectExpensesEvent1 |
| Name Of Event2 | ENTERTAINMENT BOOKS | NameOfEvent2 |
| Gross Receipts Event2 | 18990 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 18990 | GrossRevenueEvent2 |
| Non Cash Prizes Event2 | 275 | NonCashPrizesEvent2 |
| Other Direct Expenses Event2 | 7973 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 8 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 44927 | GrossReceiptsOtherEvents |
| Gross Revenue Other Events | 44927 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 29081 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 105569 | GrossReceiptsTotal |
| Gross Revenue Total Events | 105569 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 643 | NonCashPrizesTotalEvents |
| Entertainment Total Events | 100 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 48083 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 48826 | DirectExpenseSummaryEvents |
| Net Income Summary | 56743 | NetIncomeSummary |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| PAYMENTS TO AFFILIATES | FORM 990-EZ, PART I, LINE 10 | AFFILIATE NAME: HUNTINGTON UNION COUNCIL. AFFILIATE ADDRESS: 20451 CRAIMER LANE HUNTINGTON BEACH, CA 92646. PURPOSE OF PAYMENT: STATE & NATIONAL PORTION OF DUES. AMOUNT OF PAYMENT: 1,493. |
| OTHER EXPENSES | FORM 990-EZ, PART I, LINE 16 | DESCRIPTION: BANK CHARGES. AMOUNT: 499. DESCRIPTION: GENERAL PROGRAM EXPENSES. AMOUNT: 2,219. DESCRIPTION: CONVENTION. AMOUNT: 428. DESCRIPTION: FOUNDERS DAY LUNCHEON. AMOUNT: 100. DESCRIPTION: HONORARY SERVICE AWARDS. AMOUNT: 176. DESCRIPTION: HOSPITALITY. AMOUNT: 368. DESCRIPTION: INSURANCE. AMOUNT: 196. DESCRIPTION: MEMBERSHIP/DONATION EXPENSES. AMOUNT: 34. DESCRIPTION: OFFICE & TREASURER SUPPLIES. AMOUNT: 150. DESCRIPTION: STAFF MEALS/APPRECIATION WEEK. AMOUNT: 4,029. DESCRIPTION: 5TH GRADE PROMOTION. AMOUNT: 645. DESCRIPTION: ART MASTERS. AMOUNT: 4,236. DESCRIPTION: ACTIVITY ROOM EQUIPMENT. AMOUNT: 432. DESCRIPTION: BOOK FAIR. AMOUNT: 18,210. DESCRIPTION: CURRICULUM LAB. AMOUNT: 200. DESCRIPTION: DIRECTORY. AMOUNT: 62. DESCRIPTION: EMERGECY LUNCH. AMOUNT: 100. DESCRIPTION: EARTHQUAKE KITS. AMOUNT: 23. DESCRIPTION: FIELD TRIPS. AMOUNT: 7,187. DESCRIPTION: MUSIC PROGRAMS. AMOUNT: 6,000. DESCRIPTION: PLAYGROUND EQUIPMENT. AMOUNT: 19,987. DESCRIPTION: READING COUNTS. AMOUNT: 1,637. DESCRIPTION: RED RIBBON WEEK. AMOUNT: 60. DESCRIPTION: REFLECTIONS. AMOUNT: 192. DESCRIPTION: SPIRIT DAY. AMOUNT: 188. DESCRIPTION: TALENT SHOW. AMOUNT: 43. DESCRIPTION: TEACHER SUPPLY REIMBURSEMENT. AMOUNT: 1,292. DESCRIPTION: TECHNOLOGY FOR THE SCHOOL. AMOUNT: 37,638. DESCRIPTION: CHOIR/DRAMA. AMOUNT: 987. DESCRIPTION: FAMILY/COMMUNITY EVENTS. AMOUNT: 5,901. DESCRIPTION: SPORTS DAY. AMOUNT: 200. TOTAL TO FORM 990-EZ, LINE 16: 113,419. |
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