Civic Intelligence

Travis Ranch School PTA Ca Congress of Parents & Teachers Inc

990 • Fiscal year 2024 • EIN 33-0224464

Jul 01, 2023 to Jun 30, 2024 • Filed on May 30, 2025

Organization Profiletravisranchpta.org

Refreshing map…

5200 Via de la EscuelaYorba Linda, CA 92887

(562) 912-5015

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

14th percentile

-32%

Higher net margin than 14% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

12th percentile

-46%

Faster asset growth than 12% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

38th percentile

-6.8%

Faster revenue growth than 38% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$83,463

Down $36,071 (-30%) from 2022

Net Assets

Down

$83,463

Down $36,071 (-30%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin14th percentile

Revenue

Down

$224,051

Down $10,916 (-4.6%) from 2022

Expenses

Up

$296,218

Up $127,397 (+75%) from 2022

Net Income

Down

-$72,167

Down $138,313 (-209%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150K$100K$50K$0Assets 2014: $43,661Net Assets 2014: $43,6612014Assets 2015: $32,502Net Assets 2015: $32,5022015Assets 2016: $50,062Liabilities 2016: $0Net Assets 2016: $50,0622016Assets 2018: $70,881Liabilities 2018: $0Net Assets 2018: $70,8812018Assets 2019: $84,556Liabilities 2019: $0Net Assets 2019: $84,5562019Assets 2020: $113,699Liabilities 2020: $0Net Assets 2020: $113,6992020Assets 2021: $53,388Net Assets 2021: $53,3882021Assets 2022: $119,534Liabilities 2022: $0Net Assets 2022: $119,5342022Assets 2024: $83,463Liabilities 2024: $0Net Assets 2024: $83,4632024Assets 2025: $134,224Liabilities 2025: $0Net Assets 2025: $134,2242025

Highlighted filing

2024

Assets$83,463
Liabilities$0
Net Assets$83,463
Open 2024 Filing

Operations Trend

Revenue Growth38th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KRevenue 2014: $127,229Expenses 2014: $123,451Net Income 2014: $3,7782014Revenue 2015: $129,023Expenses 2015: $140,182Net Income 2015: -$11,1592015Revenue 2016: $181,407Expenses 2016: $163,847Net Income 2016: $17,5602016Revenue 2018: $252,416Expenses 2018: $229,021Net Income 2018: $23,3952018Revenue 2019: $252,453Expenses 2019: $238,778Net Income 2019: $13,6752019Revenue 2020: $192,265Expenses 2020: $163,122Net Income 2020: $29,1432020Revenue 2021: $19,775Expenses 2021: $80,086Net Income 2021: -$60,3112021Revenue 2022: $234,967Expenses 2022: $168,821Net Income 2022: $66,1462022Revenue 2024: $224,051Expenses 2024: $296,218Net Income 2024: -$72,1672024Revenue 2025: $250,880Expenses 2025: $200,119Net Income 2025: $50,7612025

Highlighted filing

2024

Revenue$224,051
Expenses$296,218
Net Income-$72,167
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 30, 2025
Return Version
2023v6.0
Gross Receipts
$264,814
Mission and Program Overview

Mission

The organization's purpose is to provide services, equipment and educational programs in support and promotion of quality education and pride in our school and community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$155,630$83,463▼ $72,167
Cap Stk Tr Prin Current Funds$155,630$83,463▼ $72,167
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$155,630$83,463▼ $72,167
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$155,630$83,463▼ $72,167
Total Liabilities and Net Assets / Fund Balance$155,630$83,463▼ $72,167
Compensation and Service Providers
Top Officer Pay79th percentile

Board Members and Trustees

NameTitle
Stacy StemPresident
Robert KnowlesAuditor
Megan LycettFin. Secretary
Lara BentleyHistorian
Erica JohnsonParliamentarian
Caley WhiteRecording Sec'y
Suprea SandhuTreasurer
Shelly HolcombVP Elementary
Kelly Saint-OngeVP Middle Sch.
Bree VoyageVP MS Programs
Revenue and Support

Revenue Composition

Contributions and Grants
$3,559
Program Service Revenue
$113,775
Investment Income
$19
Other Revenue
$106,698
All Other Contributions
$3,559
Change in Net Assets
$-72,167
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$293,218
Grants and Similar Amounts Paid$3,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$76,375$7,957-$84,332
Other Expenses$23,559--$23,559
Grants to Domestic Individuals$3,000--$3,000
Payments to Affiliates-$593-$593
Total Functional Expenses$287,668$8,550$0$296,218
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$147,461
Fundraising Direct Expenses$40,763
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog-a-thon$85,582$85,582$12,053$73,529
Silent Auction$29,327$29,327$7,473$21,854
Total Events$143,665$143,665$40,517$103,148
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The PTA Board consists of 12 officers. There are also volunteers who coordinate various aspects of the PTA activities, in addition to other parent volunteers in selected capacities.”

Form 990, Part VI, Section B, Line 11B

“The IRS Form 990 is received from the tax preparer and reviewed by members of the governing board before it is signed by an officer and submitted to the IRS.”

Form 990, Part VI, Section B, Line 12C

“Each Board member signs a PTA Conflict of Interest/Whistleblower agreement. We do not have any payroll.”

Form 990, Part VI, Section C, Line 19

“Governing documents are available for review by board members, school administrators, teachers, parents and the public upon request and financial reports are available for review at monthly meetings of the organization.”

Filing and Contact Details

Filer

Filer Name
PTA Travis Ranch School
EIN
33-0224464
Phone
5629125015
Address
5200 Via de la Escuela, Yorba Linda, CA 92887

Signing Officer

Name
Stacy Stem
Title
President
Signed
2025-05-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stacy Stem
Legal Domicile
CA
Voting Board Members
337
Independent Board Members
337
Employees
0
Volunteers
700

Preparer

Firm
Stamos & Stamos CPA
Address
3111 N Tustin St Ste 230, Orange, CA 92865
Preparer
Chris Stamos
Phone
7149980311
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

“8th Grade Programs: Column (A) - Total = $21640; Column (B) - Program Services = $21640; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Admin/Operating Exp: Column (A) - Total = $3705; Column (B) - Program Services = $0; Column (C) - Management & General = $3705; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Bank Service Charge: Column (A) - Total = $35; Column (B) - Program Services = $0; Column (C) - Management & General = $35; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Career Day-Middle School: Column (A) - Total = $1069; Column (B) - Program Services = $1069; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Carnival: Column (A) - Total = $14751; Column (B) - Program Services = $14751; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Education Enrichment: Column (A) - Total = $2958; Column (B) - Program Services = $2958; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Family Activities: Column (A) - Total = $3331; Column (B) - Program Services = $3331; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“KinderBall: Column (A) - Total = $1429; Column (B) - Program Services = $1429; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“MEET THE MASTERS: Column (A) - Total = $1973; Column (B) - Program Services = $1973; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Membership Expense: Column (A) - Total = $200; Column (B) - Program Services = $0; Column (C) - Management & General = $200; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Music Program: Column (A) - Total = $8256; Column (B) - Program Services = $8256; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Other Program Service Exp: Column (A) - Total = $255; Column (B) - Program Services = $255; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Other School Projects: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“PBIS and Watchdogs: Column (A) - Total = $2738; Column (B) - Program Services = $2738; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“PYLUC Expense: Column (A) - Total = $764; Column (B) - Program Services = $764; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Reading Programs: Column (A) - Total = $6477; Column (B) - Program Services = $6477; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“RED RIBBON WEEK: Column (A) - Total = $618; Column (B) - Program Services = $618; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“rounding: Column (A) - Total = $1; Column (B) - Program Services = $0; Column (C) - Management & General = $1; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Spirit Wear: Column (A) - Total = $47; Column (B) - Program Services = $47; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Staff Appreciation/Hospitality: Column (A) - Total = $10069; Column (B) - Program Services = $10069; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Website/AERIES Parent Square: Column (A) - Total = $4016; Column (B) - Program Services = $0; Column (C) - Management & General = $4016; Column (D) - Fundraising = $0”

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IRS990/Form990PartVIISectionAGrp/TitleTxt7VP MS Programs
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IRS990/MethodOfAccountingCashInd0X
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IRS990/MissionDesc0The organization's purpose is to provide services, equipment and educational programs in support and promotion of quality education and pride in our school and community.
IRS990/MoreThan5000KToIndividualsInd0false
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IRS990/NetAssetsOrFundBalancesBOYAmt0155630
IRS990/NetAssetsOrFundBalancesEOYAmt083463
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IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0106698
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
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IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
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IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Gifts to School
IRS990/OtherExpensesGrp/Desc15th Grade programs
IRS990/OtherExpensesGrp/Desc2Grade Level Funds
IRS990/OtherExpensesGrp/Desc3School Play
IRS990/OtherExpensesGrp/ProgramServicesAmt0125988
IRS990/OtherExpensesGrp/ProgramServicesAmt133992
IRS990/OtherExpensesGrp/ProgramServicesAmt224754
IRS990/OtherExpensesGrp/ProgramServicesAmt323559
IRS990/OtherExpensesGrp/TotalAmt0125988
IRS990/OtherExpensesGrp/TotalAmt133992
IRS990/OtherExpensesGrp/TotalAmt224754
IRS990/OtherExpensesGrp/TotalAmt323559
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IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/ManagementAndGeneralAmt0593
IRS990/PaymentsToAffiliatesGrp/TotalAmt0593
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IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Stacy Stem
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc05th Grade Activities
IRS990/ProgramServiceRevenueGrp/Desc18th Grade Promotion/Celeb
IRS990/ProgramServiceRevenueGrp/Desc2Carnival
IRS990/ProgramServiceRevenueGrp/Desc3Other Programs
IRS990/ProgramServiceRevenueGrp/Desc4School Play
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt036587
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt122521
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt213859
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt33165
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt432508
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt036587
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt122521
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt213859
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt33165
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt432508
IRS990/ProgSrvcAccomActy2Grp/Desc0Assemblies, carnival, school play, yearbook, spirit wear, science camp and other school programs to support school spirit, encourage family participation, offer other educational opportunities and make learning fun.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0105359
IRS990/ProgSrvcAccomActy3Grp/Desc0School projects and programs, including classroom materials, reading, music, art and other learning programs, teacher conference training, hospitality and other programs.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt056321
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt03265
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt02200
IRS990/PYInvestmentIncomeAmt022
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0202182
IRS990/PYOtherRevenueAmt0105165
IRS990/PYProgramServiceRevenueAmt0132026
IRS990/PYRevenuesLessExpensesAmt036096
IRS990/PYTotalExpensesAmt0204382
IRS990/PYTotalRevenueAmt0240478
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-72167
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03559
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03265
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt07353
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0681
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt04831
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt019689
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt019
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt022
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt015
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt010
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt013
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt079
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0259604
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0293802
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0282105
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt019154
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0231066
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01085731
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt019
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt022
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt015
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt010
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt013
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt079
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/InvestmentIncomePYPct00.00010
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt01105420
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0263163
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0297067
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0289458
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt019835
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0235897
IRS990ScheduleA/Total509Grp/TotalAmt01105420
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0263182
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0297089
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0289473
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt019845
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0235910
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01105499
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt040517
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Jog-a-thon
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Silent Auction
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt085582
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt029327
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt028756
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0143665
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt085582
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt029327
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt028756
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0143665
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0103148
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt020991
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt040517
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt012053
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt07473
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The PTA Board consists of 12 officers. There are also volunteers who coordinate various aspects of the PTA activities, in addition to other parent volunteers in selected capacities.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The IRS Form 990 is received from the tax preparer and reviewed by members of the governing board before it is signed by an officer and submitted to the IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Each Board member signs a PTA Conflict of Interest/Whistleblower agreement. We do not have any payroll.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Governing documents are available for review by board members, school administrators, teachers, parents and the public upon request and financial reports are available for review at monthly meetings of the organization.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt48th Grade Programs: Column (A) - Total = $21640; Column (B) - Program Services = $21640; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Admin/Operating Exp: Column (A) - Total = $3705; Column (B) - Program Services = $0; Column (C) - Management & General = $3705; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Bank Service Charge: Column (A) - Total = $35; Column (B) - Program Services = $0; Column (C) - Management & General = $35; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Career Day-Middle School: Column (A) - Total = $1069; Column (B) - Program Services = $1069; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Carnival: Column (A) - Total = $14751; Column (B) - Program Services = $14751; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Education Enrichment: Column (A) - Total = $2958; Column (B) - Program Services = $2958; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Family Activities: Column (A) - Total = $3331; Column (B) - Program Services = $3331; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11KinderBall: Column (A) - Total = $1429; Column (B) - Program Services = $1429; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12MEET THE MASTERS: Column (A) - Total = $1973; Column (B) - Program Services = $1973; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Membership Expense: Column (A) - Total = $200; Column (B) - Program Services = $0; Column (C) - Management & General = $200; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Music Program: Column (A) - Total = $8256; Column (B) - Program Services = $8256; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Other Program Service Exp: Column (A) - Total = $255; Column (B) - Program Services = $255; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Other School Projects: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17PBIS and Watchdogs: Column (A) - Total = $2738; Column (B) - Program Services = $2738; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18PYLUC Expense: Column (A) - Total = $764; Column (B) - Program Services = $764; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Reading Programs: Column (A) - Total = $6477; Column (B) - Program Services = $6477; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20RED RIBBON WEEK: Column (A) - Total = $618; Column (B) - Program Services = $618; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21rounding: Column (A) - Total = $1; Column (B) - Program Services = $0; Column (C) - Management & General = $1; Column (D) - Fundraising = $0

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$83,463
Liabilities
$0
Net assets
$83,463
Revenue
$224,051
Expenses
$296,218
Net income
-$72,167
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.34$0.00$1.34$2.51$2.00$0.51
2024Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$2.24$2.96$0.72
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.20$0.00$1.20$2.35$1.69$0.66
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.53$0.53$0.20$0.80$0.60
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.14$0.00$1.14$1.92$1.63$0.29
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.85$0.00$0.85$2.52$2.39$0.14
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.71$0.00$0.71$2.52$2.29$0.23
2016Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$1.81$1.64$0.18
2015Detailed filing. Detailed filing data is available for this year.$0.33$0.33$1.29$1.40$0.11
2014Detailed filing. Detailed filing data is available for this year.$0.44$0.44$1.27$1.23$0.04