2025-01-21T10:16:13-08:00 2024-06-30 471857580 Pacific Tax Advisors 3857 Birch Street Ste 253 Newport Beach CA 92660 990EZ 2023-07-01 901476941 COX ELEMENTARY SCHOOL PTA COXE 5628822271 17615 LOS JARDINES EAST FOUNTAIN VALLEY CA 92708 SARAH CARLO Treasurer 2025-01-21 true true Aaron Riordan CPA P01483793 7143742053 2023 2024-10-15 13:58:12Z 0646 X X HTTPS://COXPTA.MYPTEZCENTRAL.COM X X 67523 X 3943 36533 0 27047 4688 22359 0 62835 1130 14 79064 80208 -17373 35851 18478 35851 18478 35851 18478 35851 18478 TO POSITIVELY IMPACT THE LIVES OF ALL CHILDREN AND FAMILIES BY REPRESENTING OURMEMBERS AND EMPOWERING AND SUPPORTING THEM WITH SKILLS IN ADVOCACY, LEADERSHIP,AND COMMUNICATION. 4th Grade Expenses - Science Camp 20798 Classroom Enhancements 8762 Yearbook Expenses for Students 7835 37395 JESSICA GEER President 5.00 0 NATALIE GRACE VP MEMBERSHIP 2.00 0 ELLEN DAVIS VP PROGRAMS 2.00 0 SARAH CARLO Treasurer 7.00 0 TIFFANY OKAMOTO Secretary 5.00 0 JILL DE LA TORRE PARLIAMENTARIAN 2.00 0 JENNIFER ATKINS FIN. REVIEWER 2.00 0 KRYSTIN MOBERG HISTORIAN 2.00 0 MELISSA WHITE COMMUNICATIONS 2.00 0 TODD KUBOTA TEACHER REP 2.00 0 LISA HORNBUCKLE TEACHER REP 2.00 0 JENNIFER OLLILA PRINCIPAL 2.00 0 X false true false false false false false 0 0 0 false 0 0 false CA SARAH CARLO 17615 LOS JARDINES EAST FOUNTAIN VALLEY CA 92708 5628822271 false false false false false false false false false false false NONE NONE true X 19191 7001 1797 3081 3943 35013 71561 13183 71936 78983 58892 294555 0 0 0 90752 20184 73733 82064 62835 329568 5000 5000 0 5000 5000 324568 0 0 0 0 90752 20184 73733 82064 62835 329568 0.98480 1.00000 0.00000 X JOG-A-THON 27047 27047 4688 27047 27047 4688 4688 22359 Part I, Line 2b - Fundraiser Additional Information ORGANIZATION USED 99PLEDGES LLC FUNDRAISING COMPANY FOR THEIR JOG-A-THON EVENT. Other Expenses.1003 Information Technology $209 Other Expenses.1012 Insurance $282 Other Expenses.1 4th Grade Science Camp $20798 Other Expenses.2 CLASSROOM ENHANCEMENTS $8762 Other Expenses.3 YEARBOOKS $7834 Other Expenses.4 Book Fair Expense $6132 Other Expenses.5 Field Trips $5106 Other Expenses.6 School Site Improvement $5100 Other Expenses.7 Jog a Thon Spring Fundraiser $4688 Other Expenses.8 Spring Family Fun Night Expens $4657 Other Expenses.9 Other Expense $3315 Other Expenses.10 5th grade graduation expense $3312 Other Expenses.11 Candy Cane Lane Expense $2298 Other Expenses.12 Conference Expense $1132 Other Expenses.13 HUC membership $1126 Other Expenses.14 Meeting/Hospitality $1064 Other Expenses.15 Sweethearts Dance Expense $787 Other Expenses.16 Teacher Appreciation $724 Other Expenses.17 5th Grade Awards $542 Other Expenses.18 Peer Assistance League $230 Other Expenses.19 VIDEO RIGHTS $174 Other Expenses.20 Supplies Expense $162 Other Expenses.21 SPC Dues $150 Other Expenses.22 Gardening $136 Other Expenses.23 FVSF Donation $100 Other Expenses.24 HUC Assessment Fee $100 Other Expenses.25 Credit Card Processing $89 Other Expenses.26 Bank Charges $75 Other Expenses.27 Trunk/Treat Expense $44 Other Expenses.28 SQUARE CHARGES $24 Other Expenses.29 Officer Expenses $20 Other Expenses.31 Membership Drives $-8 Other Expenses.32 CASH SHORT/OVER $-100 FORM 990-EZ, PART V, LINE 34 - CHANGES TO ORG OR GOV DOCUMENTS CHANGES TO COX ELEMENTARY PTA BY-LAWSREVISED JANUARY 2022ADOPTED 9/20/2023ARTICLE IV MEMBERSHIP AND DUESSECTION 4.B. ANNUAL DUES SHALL BE ALLOCATED AS FOLLOWS:1. TWO DOLLARS AND TWENTY FIVE CENTS ($2.25) OF EACH MEMBERS ANNUAL DUES IS PAYABLETO THE NATIONAL PTA2. TWO DOLLARS ($2.00) OF EACH MEMBERS ANNUAL DUES IS PAYABLE TO THE CALIFORNIASTATE PTA.3. ONE DOLLAR ($1.00) OF EACH MEMBERS ANNUAL DUES IS PAYABLE TO FOURTH DISTRICT.4. THIRTY-FIVE CENTS OF EACH MEMBERS ANNUAL DUES IS PAYABLE TO HUNTINGTON UNIONCOUNCIL.5. EACH ASSOCIATION SHALL REMIT TO THE COUNCIL PER CAPITAL DUES OF FIVE DOLLARS ANDSIXTY CENTS ($5.60) ANNUALLY.SECTION 7.TO REMAIN IN GOOD STANDING, A REMITTANCE OF COUNCIL, DISTRICT, CA STATE PTA, ANDNATIONAL PTA PORTIONS OF THE DUES PAID BY EACH MEMBER TO THIS ASSOCIATION SHALL BEREMITTED BY THE COUNCIL DEADLINE OF NOVEMBER 1.ARTICLE V OFFICERS AND THEIR ELECTIONSECTION 6.B. NOMINEES FOR THE OFFICES OF PRESIDENT, TREASURER, FINANCIAL SECRETARY, AUDITOR,OR ANY ELECTED OFFICER AUTHORIZED TO SIGN CHECKS SHALL NOT BE RELATED BY BLOOD ORMARRIAGE OR RESIDE IN THE SAME HOUSEHOLD.ARTICLE VI DUTIES OF OFFICERS AND CHAIRSSECTION 4. (NEW SECTION)ALL DISBURSEMENTS OF THE ASSOCIATION MUST BE SIGNED BY TWO (2) AUTHORIZED SIGNERS.AUTHORIZED SIGNERS ARE: PRESIDENT, TREASURER, AND FIRST VICE PRESIDENT, SECOND VICEPRESIDENT. THE AUTHORIZED SIGNERS AND ANY MEMBERS COUNTING CASH/CHECKS SHALL NOT BERELATED BY BLOOD OR MARRIAGE NOR RESIDE IN THE SAME HOUSEHOLD.ARTICLE VIII EXECUTIVE BOARDSECTION 2.G. APPOINT AN AUDIT REVIEW COMMITTEE, RATIFIED BY THE ASSOCIATION, TO REVIEW THEREQUIRED AUDITS AND REVIEW THE FINANCIAL RECORDS. THE AUDIT REVIEW COMMITTEE SHALLBE COMPOSED OF THE AUDITOR AND, AT LEAST, ONE OTHER MEMBER OF THE UNIT, COUNCIL, ORDISTRICT PTA. THE MAJORITY OF THE AUDIT REVIEW COMMITTEE MEMBERS MAY NOT BE CHECKSIGNERS.AUDITS MAY BE CONDUCTED BY AN ELECTED AUDITOR, APPOINTED AUDITOR, OR COUNCIL PTA.ALTERNATIVELY, THE BOARD MAY AUTHORIZE, SUBJECT TO THE RATIFICATION OF THEASSOCIATION, THAT REQUIRED AUDITS BE CONDUCTED BY A QUALIFIED ACCOUNTANT (PAID ORVOLUNTEER).IF THE AUDIT IS CONDUCTED BY A QUALIFIED ACCOUNTANT (PAID OR VOLUNTEER), THEREQUIREMENT OF APPOINTING AN AUDIT REVIEW COMMITTEE DOES NOT APPLY.H. APPOINT A MEMBER OR MEMBERS OF THE UNIT, RATIFIED BY THE ASSOCIATION, WHO IS/ARENOT A CHECK SIGNER TO REVIEW THE MONTHLY BANK STATEMENTS AND RECONCILIATION.I. CREATE COMMITTEES AS ARE DEEMED NECESSARY TO PROMOTE THE PURPOSES AND TO CARRY ONTHE WORK OF THE ASSOCIATION, THE CA STATE PTA AND THE NATIONAL PTA AND APPROVE ACOMMITTEES PLAN OF WORK.SECTION 6.B. SIX (6) MEMBERS SHALL CONSTITUTE A QUORUM.