Pta California Congress Of Parents Teachers & Students Inc, Joe Serna Jr Charter School Pta in Lodi, California (CA)

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Table of contents:

• Overview
• Detailed Reports
  • Revenue, Expenses, and Changes in Net Assets or Fund Balances
  • Balance Sheets
  • Other Information
  • Reason for Public Charity Status
• Other organizations in California
• Affiliated organizations

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Pta California Congress Of Parents Teachers & Students Inc, Joe Serna Jr Charter School Pta
Employer Identification Number (EIN)	943381099
Name of Organization	Pta California Congress Of Parents Teachers & Students Inc
Secondary Name	Joe Serna Jr Charter School Pta
Address	19 S Central Ave, Lodi, CA 95240-2901
Subsection	Educational Organization
Ruling Date	11/1943
Foundation	Organization that normally receives no more than one third of its support from gross investment income and unrelated business income and at the same time more than one third of its support from contributions, fees, and gross receipts related to exempt purposes
Organization	Association
Exempt Organization Status	Unconditional Exemption
Tax Period	06/2013
Assets	$10,000 to $24,999
Income	$25,000 to $99,999
Filing Requirement	990 - Required to file Form 990-N - Income less than $25,000 per year
Asset Amount	$14,833
Amount of Income	$43,498
Form 990 Revenue Amount	$7,642

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Financial snapshot ($)

Revenue for 2013

Revenue, Expenses, and Changes in Net Assets or Fund Balances
	2011	2012	2013
Total revenue	$3,148	$9,994	$7,642
Contributions, gifts, grants, and similar amounts received	$115	$81	$36
Program service revenue including government fees and contracts	$0	$0	$0
Membership dues and assessments	$93	$79	$61
Investment income	$0	$0	$0
Gain/Loss from sale of assets other than inventory	$0	$0	$0
Net income/loss from gaming and fundraising events	$2,940	$9,834	$7,545
Gross income from gaming	$0	$0	$0
Gross income from fundraising events	$37,446	$40,466	$43,401
Less: direct expenses from gaming and fundraising events	$34,506	$30,632	$35,856
Gross profit/loss from sales of inventory	$0	$0	$0
Other revenue	$0	$0	$0
Total expenses	$9,192	$14,756	$12,636
Total net assets	$24,589	$19,827	$14,833
Excess/Deficit for the year	$-6,044	$-4,762	$-4,994
Net assets or fund balances at beginning of year	$30,633	$24,589	$19,827
Other changes in net assets or fund balances	$0	$0	$0
Net assets or fund balances at end of year		$19,827	$14,833

Balance Sheets
	2011	2012	2013
Total assets	$24,589	$19,827	$14,833
Total liabilities	$0	$0	$0
Net assets or fund balances	$24,589	$19,827	$14,833

Other Information
	2011	2012	2013
Did the organization engage in any significant activity not previously reported to the IRS?		No	No
Were any significant changes made to the organizing or governing documents?		No	No
Did the organization have unrelated business gross income of $1,000 or more during the year from business activities	No	No	No
Has the organization filed a Form 990-T for the year?		No	No
Did the organization undergo a liquidation, dissolution, termination, or significant disposition of net assets during the year?		No	No
Amount of political expenditures, direct or indirect		$0	$0
Did the organization file Form 1120-POL for this year?		No	No
Did the organization borrow from, or make any loans to, any officer, director, trustee, or key employee or were any such loans made in a prior year and still outstanding at the end of the tax year covered by this return?		No	No
Total amount involved		$0	$0
Initiation fees and capital contributions	$0	$0	$0
Gross receipts for public use of club facilities	$0	$0	$0
Did the organization engage in any section 4958 excess benefit transaction during the year, or did it engage in an excess benefit transaction in a prior year that has not been reported on any of its prior Forms 990 or 990-EZ?		No	No
At any time during the tax year, was the organization a party to a prohibited tax shelter transaction?		No	No

Reason for Public Charity Status (for 2013)
The organization is not a private foundation because it is:	A school described in section 170(b)(1)(A)(ii)
Number of organizations supported	0
Sum of amounts of support	$0

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Other organizations in California
Id	Name	Address	State	Established	Total Income
1	Pta California Congress Of Parents Teachers & Students Inc, Jefferson Elementary Pta	600 Harkness Ln, Redondo Beach, CA 90278-4806	CA	1967-09	$196,302
2	Pta California Congress Of Parents Teachers & Students Inc, Jefferson Elementary Pta	1725 Irving St, San Francisco, CA 94122-1815	CA	1967-09	$139,594
3	Pta California Congress Of Parents Teachers & Students Inc	315 North Street, Cloverdale, CA 95425	CA	1943-11	$0
4	Pta California Congress Of Parents Teachers & Students Inc, Jefferson Elementary Pta	3743 Jefferson St, Carlsbad, CA 92008-3336	CA	1968-09	$84,796
5	Pta California Congress Of Parents Teachers & Students Inc, Jensen Ranch Elementary Pta	20001 Carson Ln, Castro Valley, CA 94552-1001	CA	1943-11	$134,272
6	Pta California Congress Of Parents Teachers & Students Inc, Joan F Sparkman Pta	32225 Pio Pico Rd, Temecula, CA 92592-2772	CA	1943-11	$72,867
7	Pta California Congress Of Parents Teachers & Students Inc, Joaquin Miller Elementary Pta	5525 Ascot Dr, Oakland, CA 94611-3001	CA	1967-09	$397,110
8	Pta California Congress Of Parents Teachers & Students Inc, Joaquin Miller Middle School Pta	6151 Rainbow Dr, San Jose, CA 95129-4043	CA	1967-09	$52,643
9	Pta California Congress Of Parents Teachers & Students Inc, Joaquin Moraga Intermediate School	1010 Camino Pablo, Moraga, CA 94556-1832	CA	1943-11	$213,716
10	Pta California Congress Of Parents Teachers & Students Inc, Joe Nightingale Elementary Pta	255 Winter Rd, Santa Maria, CA 93455-2643	CA	1967-09	$81,329
11	Pta California Congress Of Parents Teachers & Students Inc, Joe Serna Jr Charter School Pta	19 S Central Ave, Lodi, CA 95240-2901	CA	1943-11	$43,498
12	Pta California Congress Of Parents Teachers & Students Inc, John Adams Elementary School Pta	8362 Colorado Ave, Riverside, CA 92504-2305	CA	1967-09	$26,526
13	Pta California Congress Of Parents Teachers & Students Inc, John Adams Middle School Pta	2425 16th St, Santa Monica, CA 90405-2621	CA	1967-09	$140,090
14	Pta California Congress Of Parents Teachers & Students Inc, John C Fremont Elementary Pta	4000 E 4th St, Long Beach, CA 90814-2818	CA	1967-09	$94,959
15	Pta California Congress Of Parents Teachers & Students Inc, John C Fremont Elementary Pta Inc	3320 Las Palmas Ave, Glendale, CA 91208-1525	CA	1967-09	$87,192
16	Pta California Congress Of Parents Teachers & Students Inc, Dolland Elementary Pta	15021 Bloomfield Ave, Norwalk, CA 90650	CA	1962-09	$0
17	Pta California Congress Of Parents Teachers & Students Inc, John F Kennedy Elementary Pta	19125 Schoolhouse Ln, Riverside, CA 92508-7147	CA	1943-11	$93,274
18	Pta California Congress Of Parents Teachers & Students Inc, John F Kennedy Elementary Pta	785 Price St, Daly City, CA 94014-2163	CA	1968-09	$57,985
19	Pta California Congress Of Parents Teachers & Students Inc	12726 Meadow Green Road, La Mirada, CA 90638	CA	1967-09	$43,175
20	Pta California Congress Of Parents Teachers & Students Inc, Mattos Elementary Pta	37944 Farwell Dr, Fremont, CA 94536-7008	CA	1943-11	$58,636

20 biggest affiliated organizations
Affiliation	Name	Address	State	Established	Total Income
Central	Pta California Congress Of Parents Teachers & Students Inc, Sherman Oaks Center For Enriched Studies Ptsa	18605 Erwin Street, Tarzana, CA 91335	CA	1943-11	$4,784,096
Subordinate	Pta California Congress Of Parents Teachers & Students Inc, Venetia Valley Pta	177 N San Pedro Rd, San Rafael, CA 94903-4200	CA	1943-11	$189,651
Subordinate	Pta California Congress Of Parents Teachers & Students Inc, Benjamin Fox Elementary Pta	3100 Saint James Rd, Belmont, CA 94002-2956	CA		$176,405
Subordinate	Pta California Congress Of Parents Teachers & Students Inc, Travis Ranch Pta	5200 Via De La Escuela, Yorba Linda, CA 92887-2556	CA	1943-11	$158,596
Subordinate	Pta California Congress Of Parents Teachers & Students Inc, Edna Brewer Middle School Ptsa	3748 13th Ave, Oakland, CA 94610-2820	CA	1943-11	$156,570
Subordinate	Pta California Congress Of Parents Teachers & Students Inc, Hedenkamp Pta	930 E Palomar St, Chula Vista, CA 91913-2895	CA	1943-11	$140,851
Subordinate	Pta California Congress Of Parents Teachers & Students Inc, Arroyo Vista Charter Elementary Pta	2491 School House Rd, Chula Vista, CA 91915-2534	CA	1943-11	$104,647
Subordinate	Pta California Congress Of Parents Teachers & Students Inc, Kumeyaay Elementary Pta	6475 Antigua Blvd, San Diego, CA 92124-4031	CA	1943-11	$91,661
Subordinate	Pta California Congress Of Parents Teachers & Students Inc, Laguna Hills High Ptsa	25401 Paseo De Valencia, Laguna Hills, CA 92653-5342	CA	1943-11	$78,882
Subordinate	Pta California Congress Of Parents Teachers & Students Inc, West Wind Elementary Pta	44044 36th St W, Lancaster, CA 93536-6205	CA	1943-11	$77,744
Subordinate	Pta California Congress Of Parents Teachers & Students Inc, Lake Tahoe Environmental Science Ma	1095 E San Bernardino Ave, S Lake Tahoe, CA 96150-5235	CA	1943-11	$77,639
Subordinate	Pta California Congress Of Parents Teachers & Students Inc, Ocotillo Elementary Pta	38737 Ocotillo School Drive, Palmdale, CA 93551	CA	1943-11	$65,644
Subordinate	Pta California Congress Of Parents Teachers & Students Inc, Camino Grove Elementary Pta	700 E Camino Grove Ave, Arcadia, CA 91006	CA	1967-09	$64,483
Subordinate	Pta California Congress Of Parents Teachers & Students Inc	21601 Treetop Lane, Laguna Beach, CA 92651	CA	1943-11	$61,296
Subordinate	Pta California Congress Parent Teachers Students Inc, Garden Park Pta	6562 Stanford Ave, Garden Grove, CA 92845-2243	CA	1943-11	$47,317
Subordinate	Pta California Congress Of Parents Teachers & Students Inc, Taylor Middle School Pta	611 Taylor Blvd, Millbrae, CA 94030	CA	1967-09	$44,378
Subordinate	Pta California Congress Of Parents Teachers & Students Inc, Beverly Hills Council	255 S Lasky Dr, Beverly Hills, CA 90212-3644	CA	1967-09	$24,361
Subordinate	Pta California Congress Of Parents Teachers & Students Inc, Los Penasquitos Elementary Pta	14125 Cuca Street, San Diego, CA 92129	CA	1943-11	$23,884
Subordinate	Pta California Congress Of Parents Teachers & Students Inc, Joe Walker Middle School Pta	5632 West Avenue L-8, Quartz Hill, CA 93536	CA	1943-11	$15,348
Subordinate	Pta California Congress Of Parents Teachers & Students Inc	3200 Forbes Avenue, Santa Clara, CA 95051	CA	1943-11	$12,269

Number of affiliated organizations
California 4,877
Total	4,877

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