Civic Intelligence

Robinson Elementary School Ptsa

990 • Fiscal year 2021 • EIN 95-6207677

Jul 01, 2020 to Jun 30, 2021 • Filed on May 09, 2022

80 South Morningside DriveManhattan Beach, CA 90266

(310) 374-7755

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

10th percentile

-67%

Higher net margin than 10% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

20th percentile

-17%

Faster asset growth than 20% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

12th percentile

-63%

Faster revenue growth than 12% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$286,496

Down $59,927 (-17%) from 2020

Net Assets

Down

$286,496

Down $59,927 (-17%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$89,633

Down $153,322 (-63%) from 2020

Expenses

Down

$149,560

Down $7,369 (-4.7%) from 2020

Net Income

Down

-$59,927

Down $145,953 (-170%) from 2020

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $334,277Liabilities 2011: $0Net Assets 2011: $334,2772011Assets 2012: $294,213Liabilities 2012: $0Net Assets 2012: $294,2132012Assets 2013: $257,667Liabilities 2013: $0Net Assets 2013: $257,6672013Assets 2014: $267,852Liabilities 2014: $0Net Assets 2014: $267,8522014Assets 2015: $286,864Liabilities 2015: $0Net Assets 2015: $286,8642015Assets 2016: $376,413Liabilities 2016: $0Net Assets 2016: $376,4132016Assets 2017: $407,115Liabilities 2017: $0Net Assets 2017: $407,1152017Assets 2018: $340,686Liabilities 2018: $0Net Assets 2018: $340,6862018Assets 2019: $260,397Liabilities 2019: $0Net Assets 2019: $260,3972019Assets 2020: $346,423Liabilities 2020: $0Net Assets 2020: $346,4232020Assets 2021: $286,496Liabilities 2021: $0Net Assets 2021: $286,4962021Assets 2022: $305,850Liabilities 2022: $0Net Assets 2022: $305,8502022Assets 2023: $367,897Liabilities 2023: $0Net Assets 2023: $367,8972023Assets 2024: $447,218Liabilities 2024: $0Net Assets 2024: $447,2182024Assets 2025: $468,211Liabilities 2025: $0Net Assets 2025: $468,2112025

Highlighted filing

2021

Assets$286,496
Liabilities$0
Net Assets$286,496

Operations Trend

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

$400K$200K$0-$200KExpenses 2011: $200,5242011Expenses 2012: $318,8432012Expenses 2013: $377,2612013Revenue 2014: $301,780Expenses 2014: $291,595Net Income 2014: $10,1852014Revenue 2015: $331,960Expenses 2015: $312,948Net Income 2015: $19,0122015Revenue 2016: $385,478Expenses 2016: $251,936Net Income 2016: $133,5422016Revenue 2017: $283,746Expenses 2017: $253,044Net Income 2017: $30,7022017Revenue 2018: $190,739Expenses 2018: $257,168Net Income 2018: -$66,4292018Revenue 2019: $196,241Expenses 2019: $276,530Net Income 2019: -$80,2892019Revenue 2020: $242,955Expenses 2020: $156,929Net Income 2020: $86,0262020Revenue 2021: $89,633Expenses 2021: $149,560Net Income 2021: -$59,9272021Revenue 2022: $210,761Expenses 2022: $191,407Net Income 2022: $19,3542022Revenue 2023: $307,870Expenses 2023: $245,823Net Income 2023: $62,0472023Revenue 2024: $292,964Expenses 2024: $213,643Net Income 2024: $79,3212024Revenue 2025: $274,037Expenses 2025: $253,044Net Income 2025: $20,9932025

Highlighted filing

2021

Revenue$89,633
Expenses$149,560
Net Income-$59,927
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 9, 2022
Return Version
2020v4.2
Gross Receipts
$97,273
Mission and Program Overview

Mission

Promote the welfare of students and provide support for student programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$346,423$286,496▼ $59,927
Cash and Non-Interest-Bearing Accounts$214,511$154,558▼ $59,953
Savings and Temporary Cash Investments$131,912$131,938▲ $26
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$346,423$286,496▼ $59,927
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$346,423$286,496▼ $59,927
Total Liabilities and Net Assets / Fund Balance$346,423$286,496▼ $59,927
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jenny NugentCo-president
Yea-lan ChiangCo-president
Laurie ReiterCorresponding Secretary (communications)
Shana KishCorresponding Secretary (communications)
Alyne KassardjianFinancial Secretary
Ami WuschnigLeg Rep/advocacy
Donna MaertzMbef Liason
Lisa MeyerMbef Liason
Melissa IaconoParliamentarian
JACKIE O'SULLIVANPrincipal
Stephanie SchroederRecording Secretary
Tania HeiseTreasurer
Caryn SaxenaVP Character (3rd)
Maggie RubensteinVP Fundraising (6th)
Mariana EnsonVP Fundraising (6th)
Jennifer BurkeVP Membership (4th)
Stephanie DeurVP Membership (4th)
Andrea BarkerVP Operations (1st)
Schuyler ChangVP Student Affairs (2nd)
Vicki GeantVP Student Affairs (2nd)
Dana LuptonVP Volunteers (5th)
Shannon WilliamsVP Volunteers (5th)
Revenue and Support

Revenue Composition

Contributions and Grants
$79,226
Program Service Revenue
$1,859
Investment Income
$26
Other Revenue
$8,522
All Other Contributions
$73,026
Change in Net Assets
$-59,927
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$149,560
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$24,269--$24,269
Office Expenses-$11,372-$11,372
Other Expenses$10,142--$10,142
Fees for Services Accounting-$1,348-$1,348
Insurance-$258-$258
Total Functional Expenses$136,582$12,978$0$149,560
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$16,162
Fundraising Direct Expenses$7,640
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Total Events$16,162$16,162$4,178$11,984
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

Pta membership organization

Form 990, Part VI, Section A, Line 7B

Budget must be approved by both executive board and membership. Any changes to that budget throughout the year must also be approved by membership.

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

The treasurer and the president are charged wit hthe responsibility of reviewing hte form 990, form 199 and rrf-1 before signature

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

In accordance with the california state pta bylaws, article iv, section 6; a pta member shall not serve as a voting board member of the constituent organization at the local, council, district pta, region, state or national level while serving as a paid employee of, or under contract to, that constituent organization. No transaction of the association shall be voidable by reason of the fact that any officer or member of the board of the associatioin is related to a person that has an interest in teh supporter with which such transaction is entered into, provided; a. The interest of such officer or member of the board is fully discolosed to the board of directors. B. Such transaction is duly approved by the board of directors not so interested or connected as being in teh best interests of the association. C. Payments to the related party of the interested officer or the member of the board are reasonable and do not exceed fair market value that shall be determined by a three bid process. D. No officer or member of the board may vote or lobby on the matter or be counted in determining the existence of a quorum at the meeting at which such transaction may be authorized. E. Every officer and member of the board shall compete the annual questionnaire at the beginning of each fiscal year. This document shall be maintained as provided in teh document retention policy.

Form 990, Part VI, Section B, Line 15B

Robinson elementary school ptsa follows the california state pta bylaws, article iii, stating: no part of the net earnings of the organization shall inure top the benefit of, or be distributed to its members, directors, trustees, officers, or other private persons except that the organization shall be authorized and empowered to pay reasonable compensation for services rendered and to make payments and distributions in furtherance of the purposes set forth in article ii herof. Robinson elementary school ptsa does not employ or pay compensation directly to any entity.

Form 990, Part VI, Section C, Line 19

Form 990, ca form 199 and attorney general form rrf-1 as well as financial statements and minutes are available upon request.

Filing and Contact Details

Filer

Filer Name
CA Congress of Parentsteachers & Stu
EIN
95-6207677
Phone
3103747755
Address
80 SOUTH MORNINGSIDE DRIVE, MANHATTAN BEACH, CA 90266

Signing Officer

Name
Tania Heise
Title
Treasurer
Phone
3103747755
Signed
2022-05-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Yea-lan
Formed
2011
Legal Domicile
CA
Voting Board Members
20
Independent Board Members
20
Employees
0
Volunteers
86

Preparer

Firm
Sousa & Weber Llp
Address
2615 PACIFIC COAST HIGHWAY 224, HERMOSA BEACH, CA 90254
Preparer
Richard Weber
Phone
3103765040
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

Curriculum programs: program service expenses 6,292. Management and general expenses 0. Fundraising expenses 0. Total expenses 6,292. School supplies: program service expenses 4,993. Management and general expenses 0. Fundraising expenses 0. Total expenses 4,993. Hospitality: program service expenses 4,598. Management and general expenses 0. Fundraising expenses 0. Total expenses 4,598. Community outreach: program service expenses 1,832. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,832. Pta dues: program service expenses 1,705. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,705. Enrichment programs: program service expenses 1,431. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,431. Field trips: program service expenses 1,270. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,270. Parent education & directory: program service expenses 1,155. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,155. Communications : program service expenses 993. Management and general expenses 0. Fundraising expenses 0. Total expenses 993.

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/TitleTxt0CO-PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1CO-PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2VP OPERATIONS (1ST)
IRS990/Form990PartVIISectionAGrp/TitleTxt3VP STUDENT AFFAIRS (2ND)
IRS990/Form990PartVIISectionAGrp/TitleTxt4VP STUDENT AFFAIRS (2ND)
IRS990/Form990PartVIISectionAGrp/TitleTxt5VP CHARACTER (3RD)
IRS990/Form990PartVIISectionAGrp/TitleTxt6VP MEMBERSHIP (4TH)
IRS990/Form990PartVIISectionAGrp/TitleTxt7VP MEMBERSHIP (4TH)
IRS990/Form990PartVIISectionAGrp/TitleTxt8VP VOLUNTEERS (5TH)
IRS990/Form990PartVIISectionAGrp/TitleTxt9VP VOLUNTEERS (5TH)
IRS990/Form990PartVIISectionAGrp/TitleTxt10VP FUNDRAISING (6TH)
IRS990/Form990PartVIISectionAGrp/TitleTxt11VP FUNDRAISING (6TH)
IRS990/Form990PartVIISectionAGrp/TitleTxt12MBEF LIASON
IRS990/Form990PartVIISectionAGrp/TitleTxt13MBEF LIASON
IRS990/Form990PartVIISectionAGrp/TitleTxt14CORRESPONDING SECRETARY (COMMUNICATIONS)
IRS990/Form990PartVIISectionAGrp/TitleTxt15CORRESPONDING SECRETARY (COMMUNICATIONS)
IRS990/Form990PartVIISectionAGrp/TitleTxt16LEG REP/ADVOCACY
IRS990/Form990PartVIISectionAGrp/TitleTxt17TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt18FINANCIAL SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt19RECORDING SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt20PARLIAMENTARIAN
IRS990/Form990PartVIISectionAGrp/TitleTxt21PRINCIPAL
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02011
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt07640
IRS990/FundraisingGrossIncomeAmt016162
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt020
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt097273
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt020
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt0258
IRS990/InsuranceGrp/TotalAmt0258
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt026
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt026
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt06200
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROMOTE THE WELFARE OF STUDENTS AND PROVIDE SUPPORT FOR STUDENT PROGRAMS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0346423
IRS990/NetAssetsOrFundBalancesEOYAmt0286496
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt08522
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt08522
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt011372
IRS990/OfficeExpensesGrp/TotalAmt011372
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0FACILITIES
IRS990/OtherExpensesGrp/Desc1TECHNOLOGY
IRS990/OtherExpensesGrp/Desc2PROGRAM SERVICE
IRS990/OtherExpensesGrp/Desc3CLASSROOM SUPPLIES
IRS990/OtherExpensesGrp/ProgramServicesAmt049690
IRS990/OtherExpensesGrp/ProgramServicesAmt139232
IRS990/OtherExpensesGrp/ProgramServicesAmt213249
IRS990/OtherExpensesGrp/ProgramServicesAmt310142
IRS990/OtherExpensesGrp/TotalAmt049690
IRS990/OtherExpensesGrp/TotalAmt139232
IRS990/OtherExpensesGrp/TotalAmt213249
IRS990/OtherExpensesGrp/TotalAmt310142
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0YEA-LAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE REVENU
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01859
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01859
IRS990/ProgSrvcAccomActy2Grp/Desc0PROVIDE SUPORT TO TEACHERS THROUGH CLASSROOM SUPPLIES, TEACHER EDUCATION, FIELD TRIPS, AND OTHER APPRECIATION.
IRS990/ProgSrvcAccomActy3Grp/Desc0ADVOCATE FOR THE STUDENTS THROUGH THE COUNCILS OF PTAS AND CAPITAL CONVOY AND, SUPPORT THE SCHOOL SAFETY THROUGH THE SCHOOL SITE COUNCIL.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0170933
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt053
IRS990/PYOtherExpensesAmt0151429
IRS990/PYOtherRevenueAmt069224
IRS990/PYProgramServiceRevenueAmt02745
IRS990/PYRevenuesLessExpensesAmt091526
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0151429
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0242955
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-59927
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01859
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0346423
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0286496
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0131912
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0131938
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt091210
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0173678
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0134194
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt088643
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0107140
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0594865
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt018021
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0121086
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0148167
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0203280
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0371688
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0862242
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt01457107
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0109231
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0294764
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0282361
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0291923
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0478828
IRS990ScheduleA/Total509Grp/TotalAmt01457107
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0109231
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0294764
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0282361
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0291923
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0478828
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01457107
IRS990/ScheduleBRequiredInd00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt04178
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt016162
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt016162
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt016162
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt016162
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt011984
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt04178
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt04178
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt04
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PTA MEMBERSHIP ORGANIZATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BUDGET MUST BE APPROVED BY BOTH EXECUTIVE BOARD AND MEMBERSHIP. ANY CHANGES TO THAT BUDGET THROUGHOUT THE YEAR MUST ALSO BE APPROVED BY MEMBERSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TREASURER AND THE PRESIDENT ARE CHARGED WIT HTHE RESPONSIBILITY OF REVIEWING HTE FORM 990, FORM 199 AND RRF-1 BEFORE SIGNATURE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3IN ACCORDANCE WITH THE CALIFORNIA STATE PTA BYLAWS, ARTICLE IV, SECTION 6; A PTA MEMBER SHALL NOT SERVE AS A VOTING BOARD MEMBER OF THE CONSTITUENT ORGANIZATION AT THE LOCAL, COUNCIL, DISTRICT PTA, REGION, STATE OR NATIONAL LEVEL WHILE SERVING AS A PAID EMPLOYEE OF, OR UNDER CONTRACT TO, THAT CONSTITUENT ORGANIZATION. NO TRANSACTION OF THE ASSOCIATION SHALL BE VOIDABLE BY REASON OF THE FACT THAT ANY OFFICER OR MEMBER OF THE BOARD OF THE ASSOCIATIOIN IS RELATED TO A PERSON THAT HAS AN INTEREST IN TEH SUPPORTER WITH WHICH SUCH TRANSACTION IS ENTERED INTO, PROVIDED; A. THE INTEREST OF SUCH OFFICER OR MEMBER OF THE BOARD IS FULLY DISCOLOSED TO THE BOARD OF DIRECTORS. B. SUCH TRANSACTION IS DULY APPROVED BY THE BOARD OF DIRECTORS NOT SO INTERESTED OR CONNECTED AS BEING IN TEH BEST INTERESTS OF THE ASSOCIATION. C. PAYMENTS TO THE RELATED PARTY OF THE INTERESTED OFFICER OR THE MEMBER OF THE BOARD ARE REASONABLE AND DO NOT EXCEED FAIR MARKET VALUE THAT SHALL BE DETERMINED BY A THREE BID PROCESS. D. NO OFFICER OR MEMBER OF THE BOARD MAY VOTE OR LOBBY ON THE MATTER OR BE COUNTED IN DETERMINING THE EXISTENCE OF A QUORUM AT THE MEETING AT WHICH SUCH TRANSACTION MAY BE AUTHORIZED. E. EVERY OFFICER AND MEMBER OF THE BOARD SHALL COMPETE THE ANNUAL QUESTIONNAIRE AT THE BEGINNING OF EACH FISCAL YEAR. THIS DOCUMENT SHALL BE MAINTAINED AS PROVIDED IN TEH DOCUMENT RETENTION POLICY.

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.68$0.00$4.68$2.74$2.53$0.21
2024Detailed filing. Detailed filing data is available for this year.$4.47$0.00$4.47$2.93$2.14$0.79
2023Detailed filing. Detailed filing data is available for this year.$3.68$0.00$3.68$3.08$2.46$0.62
2022Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$2.11$1.91$0.19
2021Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.86$0.90$1.50$0.60
2020Detailed filing. Detailed filing data is available for this year.$3.46$0.00$3.46$2.43$1.57$0.86
2019Detailed filing. Detailed filing data is available for this year.$2.60$0.00$2.60$1.96$2.77$0.80
2018Detailed filing. Detailed filing data is available for this year.$3.41$0.00$3.41$1.91$2.57$0.66
2017Detailed filing. Detailed filing data is available for this year.$4.07$0.00$4.07$2.84$2.53$0.31
2016Detailed filing. Detailed filing data is available for this year.$3.76$0.00$3.76$3.85$2.52$1.34
2015Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$3.32$3.13$0.19
2014Detailed filing. Detailed filing data is available for this year.$2.68$0.00$2.68$3.02$2.92$0.10
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.58$0.00$2.58$3.77
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.94$0.00$2.94$3.19
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.34$0.00$3.34$2.01