2024-02-22T16:58:16-07:00 2023-06-30 990 2022-07-01 956208382 Minnie Gant Elementary PTA MINN 5624303384 1854 BRITTON DRIVE LONG BEACH CA 90815 Melissa Acosta Treasurer 5625330353 2024-02-21 Melissa Acosta 999009999 1 1 11 1 AAL2 2022 2023-04-26 12:10:37Z Melissa Acosta 1854 Britton Drive Long Beach CA 90815 218317 0 X https://gant.lbschools.net X 1950 CA The purposes of this Association, in common with the purposes of the National PTA and the California State PTA, are: a. To promote the welfare of children and youth in home, school, places of worship, and throughout the community; b. To raise the standards of home life; c. To advocate for laws that further the education, physical and mental health, welfare, and safety of children and youth; d. To promote the collaboration and engagement of families and educators in the education of children and youth; e. To engage the public in united efforts to secure the physical, mental, emotional, spiritual, and social well-being of all children and youth; and f. To advocate for fiscal responsibility regarding public tax dollars in public education funding. The purposes of this Association are promoted in cooperation with the National PTA and the California State PTA through advocacy and education in collaboration with parents, families, teachers, educators, students, and the public. 16 16 0 16 -40669 0 160322 160322 20134 20134 -6333 -6333 -37639 -37639 136484 136484 0 0 0 0 0 0 0 0 4931 138102 138102 138102 138102 -1618 -1618 80117 78499 0 0 80117 78499 X The purposes of this Association, in common with the purposes of the National PTA and the California State PTA, are: a. To promote the welfare of children and youth in home, school, places of worship, and throughout the community; b. To raise the standards of home life; c. To advocate for laws that further the education, physical and mental health, welfare, and safety of children and youth; d. To promote the collaboration and engagement of families and educators in the education of children and youth; e. To engage the public in united efforts to secure the physical, mental, emotional, spiritual, and social well-being of all children and youth; and f. To advocate for fiscal responsibility regarding public tax dollars in public education funding. The purposes of this Association are promoted in cooperation with the National PTA and the California State PTA through advocacy and education in collaboration with parents, families, teachers, educators, students, and the public. 0 0 42296 0 0 Instructional Enrichment Programs that include: Classroom Enrichment Expenses (TK-5th Classroom Supplies, Computer Lab, Technology Support, TOSA, RSP, Recreation Aides, Magazine Subscriptions, Behavior Intervention, Occupational Therapy); Bus Transportation for field trips (TK-5th); Printing and Office Supplies; Organizational Fees and Expenses 17434 0 0 Educational Enrichment Programs that include: Classroom Enrichment Expenses (TK-5th Classroom Supplies, Computer Lab, Technology Support, TOSA, RSP, Recreation Aides, Magazine Subscriptions, Behavior Intervention, Occupational Therapy); Bus Transportation for field trips (TK-5th); Printing and Office Supplies; Family and Student Engagement Programs (Snow Day, Trunk or Treat, Carnival, Run Club, Magic Night, Community Building Night, Movie Night, Back to School, Halloween Spooktacular, Red Ribbon Week, Playground, Spelling Bee, Anti-Bullying Assembly, Talent Show, Retirement Gardens, Fun Run, Principal Fund, Welcome Back Gathering, Gators Give Back); Educational Programs (Ground Education, Meet the Masters Art Program); 5th Grade Promotion and Play Day; Spirit Wear; Operational and Organizational Fees and Expenses 15480 0 5275 5th Grad Promotion. Served 90+ students and their families in celebrating the promotion of 5th graders. 57961 0 14859 Other Program Services, Enrichment Programs/Events Expenses. $64,317.11 total. Expenses include: bus transportation for field trips, Spring Carnival, Trunk or Treat, Book Fair, Snow Day, Organizational, Playground, Magic Night, Health Education-Run Club, Hospitality, Anti-Bullying Assembly, Talent Show, Movie Night, Community Building, Welcome Back Gathering, Gators Give Back, Principal Fund, Reflections, Pi Night, Projects, Character Development Education, Teacher of the Year, Parent Education). 57961 0 14859 133171 1 0 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 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 16 16 0 0 0 0 1 1 1 1 1 0 0 0 1 1 0 1 1 0 0 0 CA X Melissa Acosta 5625330353 1854 BRITTON DRIVE LONG BEACH CA 90815 Jessica Reed President 10 X 0 0 0 Jasmine Lacsamana Treasurer 7 X 0 0 0 Abby Tatlilioglu Recording Secretary 2 X 0 0 0 Katie Kilkenny Ways and Means 6 X 0 0 0 Christina Pruchyanimit Financial Secretary 3 0 X 0 0 0 Adrienne Gomer Programs 7 X 0 0 0 Raenisha Love Corresponding Secretary 2.00 X 0 0 0 Tarah Petrone Historian 3 X 0 0 0 Lauren Brockington Parliamentarian 3 X 0 0 0 Jessica Reed Auditor 2 X 0 0 0 Kelly Shandeling Vice President 5 X 0 0 0 0 0 0 0 0 0 0 0 0 -263 158085 0 0 2500 0 160322 Book Fair 624100 6428 6428 0 0 5th Grade Yearbooks 624100 5275 5275 0 0 Spring Carnival Ticket Sales 624100 4300 4300 0 0 Fall & Spring Carnival t-shirts 624100 3416 3416 0 0 All other Program Service Revenue 624100 715 715 0 0 0 0 0 0 20134 25 25 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 6358 0 -6358 -6358 -6358 0 0 34806 158085 75475 -40669 -40669 0 3030 3030 0 0 3030 136484 16831 -40669 0 X 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 7122 2613 0 4509 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 270 270 0 0 0 0 0 0 0 0 0 0 0 0 0 0 322 322 0 0 Ground Education 19500 19500 0 0 Instructional Enrichment Recreation aides 18000 18000 0 0 Meet the Masters 7464 7464 0 0 Carnival Vendor 5913 5913 0 0 79511 79089 0 422 138102 133171 0 4931 50006 48363 30111 30136 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 80117 78499 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 80117 78499 0 0 0 0 80117 78499 80117 78499 -1618 0 0 0 0 0 X 0 0 0 X 159635 53290 62100 133155 160322 568502 52201 60863 2801 42801 54939 213605 0 0 0 0 0 0 211836 114153 64901 175956 215261 782107 0 0 0 0 0 0 0 0 0 0 782107 15 15 15 10 25 80 15 15 15 10 25 80 0 0 0 0 211851 114168 64916 175966 215286 782187 0.99990 0.99990 0.00010 0.00010 X Fitness Fundraiser 121201 121201 0 0 0 0 0 0 43342 Party for a Purpose 30167 15639 14528 0 0 0 0 0 17707 3 31817 18142 13675 0 0 0 0 0 15021 183185 154982 28203 0 0 0 0 0 76070 76070 -47867 Schedule G, Part II, Line 1 Gross receipts for Other(3) events included 5th Grade Promotion, Banner Sponsorships, Family Night Out,Individual Donations, Membership and Spirit Wear Schedule G, Part II, Line 2 Less: Charitable contributions references Party for a Purpose Staff Ticket Sales, Sales Income, Wine Pull Income and Other (3) included Spirit Wear, Membership, 5th Grade Promotion, Banner Sales Form 990, Part III, Line 4d Other program services included expenses for: bus transportation for field trips, spring carnival, art education, trunk or treat, book fair, snow day, playground, magic night, health education, hospitality, anti-bullying assemblies, talent show, principal celebration fund, movie night, community building, welcome back gathering, gators give back, reflections, pi night, character development education Form 990, Part VI, Section A, Line 6 The year's proposed program and budget, which includes all programs, projects and expenditures, require approval by the membership. The year's proposed programs and budget shall be presented to the Association for approval at the first Association meeting of the year. This Association establishes a quorum for the transaction of business in any meeting of this Association. Sixteen ( 16 ) [number] member(s) shall constitute a quorum. If this Bylaw provision authorizes a quorum of less than one-third (1/3) of the voting power, then only those matters the general nature of which was contained in the notice of the meeting may be voted upon at such meeting. The privilege of making motions, debating and voting shall be limited to members of the Association who are present and whose dues are paid and who have been members of the Association for at least the previous thirty (30) days. Form 990, Part VI, Section A, Line 7a The nominating committee shall be elected at least two months prior to the annual election meeting. The committee shall serve until the annual election meeting.The report of the nominating committee shall be submitted to the membership at least twenty-eight (28) days prior to the annual election meeting. At the annual election meeting, additional nominations must be called for from the floor.Election shall be held by ballot at the annual election meeting in March [month]. If there is but one nominee for any office, the ballot for that office may be dispensed with and the election held by voice vote. Form 990, Part VI, Section A, Line 7b Annual Budget, budget changes/adjustments, treasurers monthly/annual reports, monthly minutes, changes in programs/events must be presented and approved to association members during monthly meetings held fourth Wednesday of the month. Form 990, Part VI, Section B, Line 11b Form 990 was not sent to each voting member of the governing body prior to filing. Form 990 was reviewed by both Treasurer, submitting form, and President. 990 Form was reviewed by both board members for answers to questions based on organization knowledge, bylaws guidance, ad IRS Form 990 Tax Worksheet generated by PTEZ accounting portal. Form 990, Part VI, Section C, Line 19 Our organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year during all associations as well as upon request at any given time in between meetings. All of our documents are uploaded on a share drive and are available to all board members at all times and easily accessible if/when needed. Form 990, Part IX, Line 24e Educational Enrichment Programs that include: Classroom Enrichment Expenses (TK-5th Classroom Supplies, Computer Lab, Technology Support, TOSA, RSP, Recreation Aides, Magazine Subscriptions, Behavior Intervention, Occupational Therapy); Bus Transportation for field trips (TK-5th); Printing and Office Supplies; Family and Student Engagement Programs (Snow Day, Trunk or Treat, Carnival, Run Club, Magic Night, Community Building Night, Movie Night, Back to School, Halloween Spooktacular, Red Ribbon Week, Playground, Spelling Bee, Anti-Bullying Assembly, Talent Show, Retirement Gardens, Fun Run, Principal Fund, Welcome Back Gathering, Gators Give Back); Educational Programs (Ground Education, Meet the Masters Art Program); 5th Grade Promotion and Play Day; Spirit Wear; Operational and Organizational Fees and Expenses Tax returns are being filed late due to difficulties in Board Member transitions. Transitions resulted in the incompletion of assigned fiscal responsibilities, by exiting Board Members, resulting in delay of submission by new Board Members entering into new roles. Outgoing board members ended role on June 30, 2023 and incoming board members became active on July 1, 2023. New President and Treasurer were informed that outgoing Treasurer had yet to finalize the End of Year Fiscal Budget Report for 22-23 FY (July 1, 2022 to June 30, 2023) and reconcile final fiscal year transactions. End of Year Budget Report for 22-23 was not completed until beginning of November 2023. This delay resulted in outgoing Auditor for 22-23FY also being delayed in their End of Year Audit Report (January 2023-June 2023). Outgoing Auditor did complete audit report until mid-November 2023 and was presented to association for review and approval until January 2024, being that no meeting was held in December 2024. Current President and Treasurer began working on tax returns at this time. It resulted in further delays as this was the first time incoming board members were attempting to complete forms, understand process, and wanted to ensure, to the best of their ability, that submission was correct. Limited or no support, guidance, and mentorship was provided by outgoing board members on how to complete documents. In addition, no detailed guidance was provided by Long Beach PTA Council on completion of taxes outside of providing dates for submission deadline. Current incoming board members have faced a high learning curve as new roles of President and Treasurer were assumed, but have tried to be resourceful and knowledgeable during their first year to stay on track with the various financial responsibilities that come with a 501(c)(3) organization. Current board members have grown and plan on returning to these roles for the 2024-2025FY and will improve on the Fall 2024 submission of taxes for the 23-24 FY to abide by the November deadline. They will also work on mentoring and coaching of board members in such roles upon their exit at the end of the 24-25 FY. Current board members made efforts to not just submit by deadline, but to submit when data needed was fully available for submission and will continue to be intentional in their efforts moving forward.