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Nonprofiteer
← PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS STUDENTS INC

Form 990 for tax year 2024

Filed by PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS STUDENTS INC.

Totals

Total revenue
$2,346,072
Total expenses
$2,611,270
Contributions and grants received
$208,588
Grants paid
$70,069
Program service revenue
$1,806,007
Investment income
$184,331
Other revenue
$147,146
Total assets, end of year
$9,942,456
Total liabilities, end of year
$118,133
Net assets or fund balances, end of year
$9,824,323
Program services expenses (Part IX)
$1,588,905
Management and general expenses
$951,032
Fundraising expenses
$71,333
Program service expenses (Part III)
$1,588,905

Program services were 60.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $208,588

  • 1g · Noncash contributions included above

    $1,650

  • 2a · Program service revenue: MEMBERSHIP DUES

    total $1,106,194 · related or exempt $1,106,194

  • 2b · Program service revenue: ANNUAL CONVENTION

    total $299,765 · related or exempt $299,765

  • 2c · Program service revenue: INSURANCE INCOME

    total $190,243 · related or exempt $190,243

  • 2d · Program service revenue: SCHOOL SMARTS

    total $175,925 · related or exempt $175,925

  • 2e · Program service revenue: LEGISLATIVE CONFERENCE

    total $33,880 · related or exempt $33,880

  • 3 · Investment income

    total $184,331 · excluded $184,331

  • 5 · Royalties

    total $121,340 · related or exempt $121,340

  • 11a · Other revenue: OTHER INCOME

    total $25,806 · related or exempt $25,806

  • 11e · Other revenue, total

    $25,806

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $70,069 · program services $70,069

  • 7 · Other salaries and wages

    total $895,668 · program services $555,314 · management and general $295,571 · fundraising $44,783

  • 9 · Other employee benefits

    total $87,600 · program services $54,312 · management and general $28,908 · fundraising $4,380

  • 10 · Payroll taxes

    total $72,910 · program services $45,204 · management and general $24,060 · fundraising $3,646

  • 11g · Fees: other

    total $218,453 · program services $143,024 · management and general $70,052 · fundraising $5,377

  • 13 · Office expenses

    total $65,741 · program services $40,759 · management and general $21,695 · fundraising $3,287

  • 17 · Travel

    total $252,926 · program services $67,506 · management and general $185,420

  • 19 · Conferences, conventions and meetings

    total $360,452 · program services $330,387 · management and general $30,065

  • 22 · Depreciation, depletion and amortization

    total $81,253 · program services $50,376 · management and general $26,814 · fundraising $4,063

  • 23 · Insurance

    total $51,444 · program services $402 · management and general $51,042

  • 24a · Other expenses: FOOD AND BEVERAGES

    total $155,697 · program services $70,095 · management and general $85,602

  • 24b · Other expenses: UTILITIES

    total $70,882 · program services $43,947 · management and general $23,391 · fundraising $3,544

  • 24c · Other expenses: PRINTING AND PUBLICATIO

    total $69,549 · program services $58,491 · management and general $11,058

  • 24d · Other expenses: SMALL EQUIPMENT

    total $60,382 · program services $2,533 · management and general $57,849

  • 24e · All other expenses

    total $98,244 · program services $56,486 · management and general $39,505 · fundraising $2,253

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $433,625 · end of year $488,047

  • 3 · Pledges and grants receivable

    beginning of year $303,000 · end of year $303,000

  • 4 · Accounts receivable

    beginning of year $336,015 · end of year $162,768

  • 8 · Inventories for sale or use

    beginning of year $17,750

  • 9 · Prepaid expenses and deferred charges

    beginning of year $20,535 · end of year $65,917

  • 10a · Land, buildings and equipment: cost or other basis

    $3,087,814

  • 10b · Land, buildings and equipment: accumulated depreciation

    $1,483,782

  • 10c · Land, buildings and equipment, net

    beginning of year $1,684,441 · end of year $1,604,032

  • 11 · Investments: publicly traded securities

    beginning of year $6,505,734 · end of year $7,302,117

  • 14 · Intangible assets

    beginning of year $16,575 · end of year $16,575

  • 15 · Other assets

    beginning of year $290,647 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $130,871 · end of year $118,133

  • 27 · Net assets without donor restrictions

    beginning of year $8,883,804 · end of year $9,521,323

  • 28 · Net assets with donor restrictions

    beginning of year $593,647 · end of year $303,000

Mission and programs · 2024

Mission

THE MISSION OF THE CALIFORNIA STATE PTA IS TO POSITIVELY IMPACT THE LIVES OF ALL CHILDREN AND FAMILIES.

Activities or mission (Part I)

THE MISSION OF THE CA STATE PTA IS TO POSITIVELY IMPACT THE LIVES OF ALL CHILDREN AND FAMILIES.

  • ENGAGED AND EMPOWERED OVER 560,000 MEMBERS, ADVOCATED FOR THE EDUCATION, HEALTH, SAFETY AND WELLBEING OF ALL CHILDREN. PROMOTED PARENT AND FAMILY ENGAGEMENT, AND FOSTERED LEADERSHIP DEVELOPMENT THOROUGH TRAINING, ASSISTANCE, AND MENTORING. EVENTS AND PROGRAMS HELD DURING THE YEAR INCLUDE A LEGISLATION CONFERENCE, PTA UNIVERSITY AND MONTHLY LEADERSHIP AND LEGISLATION CALLS FOR PTA LEADERS AND MEMBERS. DELIVERED THE SCHOOL SMARTS PARENT ENGAGEMENT PROGRAM TO OVER 30 SCHOOL SITES. CONDUCTED CAMPAIGNS TO ENERGIZE PARENTS AND FAMILIES TO SUPPORT AND PROMOTE ARTS EDUCATION AND NEXT GENERATION SCIENCE STANDARDS. PROVIDED FIELD SERVICES AND LEADERSHIP ASSISTANCE TO PTAS ACROSS CALIFORNIA AND PROVIDED A VARIETY OF ELECTRONIC AND PRINTED RESOURCES TO PTA LEADERS AND MEMBERS.

    Expenses $931,176 · Grants $70,069 · Revenue $1,106,194

  • HELD AN ANNUAL CONVENTION THAT BROUGHT TOGETHER OVER 1,300 PARENTS, EDUCATORS, STUDENTS, AND FAMILY MEMBERS DEDICATED TO IMPROVING THE LIVES AND EDUCATION OF CALIFORNIA'S CHILDREN. PARTICIPANTS ENGAGED IN PROFESSIONAL DEVELOPMENT TOWARDS OUR ORGANIZATIONS MISSION TO POSITIVELY IMPACT THE LIVES OF ALL CHILDREN AND FAMILIES. THE COMPREHENSIVE PROGRAM FEATURED MORE THAN 50 SPECIALIZED WORKSHOPS AND FACILITATED TABLE TALKS COVERING LEADERSHIP DEVELOPMENT, POSITIONAL TRAINING, AND HIGH INTEREST TOPICS IN EDUCATION, FAMILY ENGAGEMENT AND HEALTH & COMMUNITY CONCERNS. THE BUSINESS OF THE ASSOCIATION WAS CONDUCTED IN THREE GENERAL SESSIONS WHICH INCLUDED KEYNOTE SPEAKERS AS WELL AS PRESENTATIONS ON THE PROGRAMS AND ACCOMPLISHMENTS OF OUR STATE ORGANIZATION AS WELL AS OUR INDIVIDUAL UNITS TO MOTIVATE AND ENGAGE OUR MEMBERS. THIS COLLABORATIVE FORUM ENABLED ATTENDEES TO EXCHANGE BEST PRACTICES AND IDEAS, SHARE SUCCESSES AND CHALLENGES, CONDUCT THE BUSINESS OF THE ASSOCIATION, AND GET ENERGIZED FOR THE COMING TERM.

    Expenses $556,630 · Revenue $299,765

  • FACILITATED HIGH QUALITY INSURANCE COVERAGE FOR MORE THAN 3,200 UNIT, COUNCIL, AND DISTRICT PTAS IN THE STATE OF CALIFORNIA TO HELP ENSURE THAT EACH PTA AND ITS INDIVIDUAL MEMBERS WERE PROTECTED. COVERAGE INCLUDED DIRECTORS AND OFFICERS LIABILITY, GENERAL LIABILITY, CRIME, BUSINESS PROPERTY, AND WORKERS' COMPENSATION. ALSO PROVIDED AN INSURANCE GUIDE TO PTAS IN HARD COPY VIA THE FINANCIAL MAILING AND ELECTRONICALLY VIA CAPTA.ORG TO ASSIST LEADERS IN SELECTING APPROPRIATE FUNDRAISING ACTIVITIES, SPONSORED PROGRAMS, AND EVENTS.

    Expenses $101,099 · Revenue $190,243

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • SHEREEN WALTER

    PRESIDENT

    Total calculated
    $0
    Hours/week
    40

  • HEATHER IPPOLITO

    PRESIDENT-ELECT

    Total calculated
    $0
    Hours/week
    40

  • LAURA HAWK-LOYA

    VP LEADERSHIP SERVICES

    Total calculated
    $0
    Hours/week
    40

  • ELLEN TORRES

    VP MEMBERSHIP SERVICES

    Total calculated
    $0
    Hours/week
    40

  • BARBARA SMITH

    VP COMMUNICATIONS

    Total calculated
    $0
    Hours/week
    40

  • WILL SANFORD

    VP CONVENTIONS

    Total calculated
    $0
    Hours/week
    40

  • JESUS HOLGUIN

    VP EDUCATION

    Total calculated
    $0
    Hours/week
    40

  • HOURI KHATCHADORIAN

    VP HEALTH & COMMUNITY CONC

    Total calculated
    $0
    Hours/week
    40

  • ANITA AVRICK

    VP FAMILY ENGAGEMENT

    Total calculated
    $0
    Hours/week
    40

  • LESLIE POWELL

    SECRETARY

    Total calculated
    $0
    Hours/week
    40

  • LINDA PFEIFER

    TREASURER

    Total calculated
    $0
    Hours/week
    40

  • BECCA MARKS-ANDERSON

    PARLIAMENTARIAN

    Total calculated
    $0
    Hours/week
    40

  • KATHLEEN FAY

    DIRECTOR OF LEGISLATION

    Total calculated
    $0
    Hours/week
    40

  • MELANIE LUCAS

    DISTRICT PRESIDENTS CHAIR

    Total calculated
    $0
    Hours/week
    40

  • JOSIAH KITONGA

    MANAGING DIRECTOR

    Total calculated
    $169,950
    From this org
    $169,950
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $169,950
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $169,950

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2024
Filed
21 April 2026
IRS schema version
2024v5.5
Source object
202621119349301212

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