2024-05-03T11:28:55-07:00 2023-06-30 943153655 Gabrielson & Company 460 Center Street PMB 6034 Moraga CA 94556 990 2022-07-01 680471063 PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC PTAC 9253764435 1111 Camino Pablo Avenue Moraga CA 94556 Carol Peng-Fitzpatrick Treasurer 9253764435 2024-05-03 1 Carol Peng-Fitzpatrick 999009999 1 Michael Gabrielson P01203180 9258995798 2024-05-03 1 11 0 AAL2 2022 2023-04-26 12:10:37Z Meridith Sargent 1111 Camino Pablo Street Moraga CA 94556 61627 0 0646 X X 2001 CA PARENT TEACHER ASSOCIATION FOR MORAGA ELEMENTARY SCHOOL COLLECTS AND SPENDS MONIES FOR THE EDUCATIONAL BENEFIT OF STUDENTS, TEACHERS AND THE SCHOOL. THE PANDEMIC HAS LIMITED ACTIVITIES FOR THE CURRENT FISCAL YEAR AS IT AFFECTED THE OPERATION OF THE SCHOOL. 10 10 0 40 0 0 4180 4705 0 0 0 0 40781 38706 44961 43411 5000 5000 0 0 0 0 0 0 0 25797 26242 30797 31242 14164 12169 68722 80891 0 0 68722 80891 PARENT TEACHER ASSOCIATION FOR MORAGA ELEMENTARY SCHOOL COLLECTS AND SPENDS MONIES FOR THE EDUCATIONAL BENEFIT OF STUDENTS, TEACHERS AND THE SCHOOL. 0 0 26412 0 56922 EXPENSES ARE INCURRED FOR A VARIETY OF EDUCATIONAL ACTIVITIES TO PROMOTE AND ENHANCE PUBLIC SCHOOL EDUCATION AND PROVIDE CLASSROOM AND INSTRUCTIONAL RESOURCES FOR EDUCATORS. 0 0 0 26412 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X CAROL PENG-FITZPATRICK 9253764435 1111 Camino Pablo Avenue Moraga CA 94556 X MERIDITH SARGENT PRESIDENT 12 0 X 0 0 0 LENA COOPER EXECUTIVE VICE PRESIDENT 2 0 X 0 0 0 ASHLEY EDMUNDS VICE PRESIDENT OF COMMUNICATIONS 2 0 X 0 0 0 STEFANIE FRESE VICE PRESIDENT OF FUNDRAISING 1 0 X 0 0 0 RORY DESHAZER VICE PRESIDENT OF VOLUNTEERS 2 0 X 0 0 0 DARCIE TAYLOR ASSIST VICE PRESIDENT OF FUNDRAISING 1 0 X 0 0 0 CAROL PENG-FITPATRICK TREASURER 1 0 X 0 0 0 MARIN PRESTON SECRETARY 2 0 X 0 0 0 KIMBERLY PRAST PARLIMENTARIAN 1 0 X 0 0 0 0 0 0 0 0 0 0 0 0 3443 0 0 0 1262 0 4705 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 56922 0 18216 38706 0 38706 0 43411 0 0 38706 X 5000 5000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1025 0 1025 0 2500 2500 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 3533 0 3533 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 272 0 272 0 18912 18912 0 0 31242 26412 4830 0 43683 55852 25039 25039 68722 80891 0 0 X 0 0 0 0 68722 80891 68722 80891 68722 80891 12169 0 0 0 0 0 X 0 0 0 X 3540 3991 4414 4180 3443 19568 142167 48932 11201 52270 58185 312755 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 145707 52923 15615 56450 61628 332323 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 332323 6 0 0 0 0 6 0 0 0 0 0 0 6 0 0 0 0 6 0 0 0 0 0 0 0 0 0 0 0 0 145713 52923 15615 56450 61628 332329 0.99998 0.99998 0.00002 0.00002 X 0 0 0 0 0 1 2500 0 0 0 2500 0 Schedule C, Part II-B, Line 1 THE ORGANIZATION CONTRIBUTES ANNUALLY TO EFFORTS TO ANALYZE AND ESTABLISH PARCEL TAX AND OTHER INITIATIVE TO RAISE FUNDS FOR THE CONTINUING OPERATIONS OF CAMINO PABLO ELEMENTARY SCHOOL. FUN RUN 27241 0 27241 0 0 0 0 0 4996 SPRING PICNIC 10224 0 10224 0 0 0 0 0 4469 7 19457 0 19457 0 0 0 0 0 8751 56922 0 56922 0 0 0 0 0 18216 18216 38706 Form 990, Part VI, Section A, Line 6 AT ITS CORE, THE PTA IS A MEMBERSHIP ORGANIZATION Form 990, Part VI, Section A, Line 7a THE GOVERNING BOARD OF THE PTA IS EQUIVALENT TO AN EXECUTIVE BOARD AND THE MEMBERSHIP HAS TO APPROVE ANY DECISIONS. Form 990, Part VI, Section B, Line 11b UNDER THE STATE PTA TOOLKIT, THEW EXECUTIVE BOARD REVIEWS THE TAX RETURN IN ACCORDANCE WITH THE 2006 PENSION ACT. THE TREASURER AND OUTSIDE CPA COLLABERATE TO COMPLETE THE FORM 990. THE FORM 990 IS SENT TO THE DISTRICT PTA AND CALIFORNIA PTA GOVERNING BOARD FOR REVIEW. Form 990, Part VI, Section B, Line 12c EACH OFFICER IS REQUIRED TO COMPLETE A CONFLICT OF INTEREST/WHISTLEBLOWER FORM AT THE START OF EACH SCHOOL YEAR. Form 990, Part VI, Section C, Line 19 THE CALIFORNIA STATE PTA GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICIES ARE ADDED TO THE CALIFORNIA PTA TOOKLIT WHICH IS MAINTAINED ONLINE AND ALSO IS AVAILABLE IN HARDCOPY VERSION (INSTRUCTIONAL GUIDE FOR UNIT, COUNCIL, AND DISTRICT POLICIES). AS A UNIT MEMBER OF THE CALIFORNIA PTA, THE CAMINO PABLO ELEMENTARY SCHOOL PTA ABIDES BY THE SAME GOVERNING DOCUMNETS AND CONFLICT OF INTEREST POLICIES. FINANCIAL STATEMENTS ARE AVAILABLE IN HARDCOPY FORM TO ASSOCIATION MEMBERS AT THE MEETING, OR BY REQUEST AFTER THE MEETING. ALL FORM 990 TAX RETURNS WHICH ARE FILED WITH THE IRS ARE DOWNLOADED FOR TH EPUBLIC TO REVIEW ON WWW.GUIDESTAR.ORG. Form 990, Part IX, Line 24e EDUCATION EXPENSES $8012, KID PROGRAM EXPENSES $2706, VOLUNTEER RECOGNITION $131, CAPITAL EXPENDITURES $6214, MEMBERSHIP EXPENSES $1203, OTHER MISC $646.