2024-05-06T23:45:57-07:00 2023-06-30 990 2022-07-01 946001217 PTA California Congress of Parents Teachers & Students Inc PTAC 4159339627 555 Franklin Street San Francisco CA 94102 Sheila Santos Treasurer 4159339627 2024-05-06 Sheila Santos 999009999 1 0 11 1 AAL2 2022 2023-04-26 12:10:37Z Second District PTA Melissa Mountain 1730 Kearny Street San Francisco CA 94133 296700 0 X https://sfpta.org X 1912 CA The mission of the Second District of the California State PTA is to advocate for, cultivate and empower individual units in San Francisco to improve the education, health, and well-being of children and families. The mission of the California State PTA is to positively impact the lives of all children and families by representing our members, and empowering and supporting them with skills in advocacy, leadership and communications. The overall purpose of PTA is to make every child's potential a reality by engaging and empowering families and communities to advocate for all children. 20 20 0 20 0 0 296227 0 462 11 0 296700 0 0 0 0 0 9494 0 9494 0 287206 40635 328083 0 0 40635 328083 The mission of the Second District of the California State PTA is to advocate for, cultivate and empower individual units in San Francisco to improve the education, health, and well-being of children and families. The mission of the California State PTA is to positively impact the lives of all children and families by representing our members, and empowering and supporting them with skills in advocacy, leadership and communications. The overall purpose of PTA is to make every child's potential a reality by engaging and empowering families and communities to advocate for all children. 0 0 3849 0 0 California PTA National Convention and Legislative Conferences. Trains PTA volunteers . Enabled 7 community leaders to attend 3 conferences, paying for registration, travel, and per diem expenses. Objective is to train PTA leaders in our district on advocacy, leadership and communications. This enables us to support our members and our 67 PTA units. 2709 0 0 Membership support, including expenses for website, virtual meetings, and translations. We support 67 school PTAs in the San Francisco Unified School District, with a total of 7600 members. Our objective is to enable PTA units to form and maintain their non profit 501(c)(3) status, by offering support to unit officers, help with membership enrollment, training and guidance on regulations for fundraising, non profit filing, connecting units with California PTA support, volunteer recognition, and community building. 1185 0 0 Founders Day Event and Reflections. Celebrates local, state and national PTAs and a history of advocacy. Celebrate volunteers with honorary awards. Honors local student artists with reflections awards. Our objective is to promote PTA and recognize students, teachers, parents, school administration, and other community volunteers. 1500 0 0 Return unused grant to affiliate organization. 1500 0 0 9243 1 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 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 X 20 20 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 1 1 0 0 0 CA X Sheila Santos 4159339627 555 Franklin Street San Francisco CA 94102 X Albert Ko Past President 0.5 0 X 0 0 0 Kari Gray Advisor 1 0 X 0 0 0 Carol Kocivar Advisor 1.5 0 X 0 0 0 Terry Norbury Advisor 1.5 0 X 0 0 0 Shellie Weiner Advisor 1 0 X 0 0 0 Melissa Mountain President 10 0 X 0 0 0 Yvette Edwards Executive Vice President 1.5 0 X 0 0 0 Sheila Santos Treasurer 1.5 0 X 0 0 0 Clare Kay Financial Secretary 1 0 X 0 0 0 Annie Chow Auditor 1 0 X 0 0 0 Liz Pascual Historian 2.5 0 X 0 0 0 Michelle Parker VP Leadership 7 0 X 0 0 0 Jessica Thompson Secretary 1 0 X 0 0 0 Girlie Aguilar VP Outreach 1 0 X 0 0 0 Rachel Gee VP Education 1 0 X 0 0 0 Sally Blumenfield VP Membership 1.5 0 X 0 0 0 Suz Dehne Arts Education 1.5 0 X 0 0 0 Antonia Real Family Engagement 1 0 X 0 0 0 Linda Tsang Convention Chair 1 0 X 0 0 0 Sharon Ohlson Webmaster 1.5 X 0 0 0 0 0 0 0 0 0 0 0 0 3800 0 0 0 292427 0 296227 0 0 0 0 0 462 0 0 462 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 Paypal convenience Fee Incom 900099 11 0 0 11 0 0 0 0 11 296700 0 0 473 X 1200 1200 1020 1020 63 63 1509 1509 2175 2175 1674 1674 188 188 Return unused grant to affiliate organization 1500 1500 0 0 Reflections Arts Awards 165 165 0 0 9494 9243 251 0 10906 7892 29729 320191 40635 328083 0 0 X 27416 24502 13219 303581 40635 328083 40635 328083 X 287206 0 0 0 0 242 X 0 0 0 X 6719 6667 4656 5410 5800 29252 7418 5679 0 0 0 13097 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 14137 12346 4656 5410 5800 42349 42349 178 202 153 94 473 1100 0 0 0 0 0 0 178 202 153 94 473 1100 0 0 0 0 0 0 0 0 0 0 0 0 14315 12548 4809 5504 6273 43449 0.97468 0.9853 0.02532 0.0147 X 13219 290000 362 0 0 0 303581 13177 0 42 0 0 0 13219 13122 0 55 0 0 0 13177 13032 0 90 0 0 0 13122 12953 0 79 0 0 0 13032 0.012 0.988 0 0 0 Schedule D, Part V, Line 4 Part V, line 4. The Second District PTA was bequested $300,000 by the estate of Leota Olson Hopson in two parts. The first part was $10,000 in 1997. The second part was $290,000 in 2022. The Hopson committee was formed by select officers and volunteers o recommend how the money will be managed and used. The funds will be creaed and held as seperate investment pools. 1) Operating Fund, 2) Endowment Fund. The operating fund consists of the earnings of the endowment fund less scholarship grants made and the expenses of the scholarship program. $300,000 will be held in the endowment fund, the amount bequested from the Hopson will. The Hopson scholarship is a cash scholarship awarded to SFUSD highschool seniors who will be entering college, majoring in, or deeply intereseted in classical voice or piano. In addition, students who are under represented in the arts and have financial need for aditional scholarship funding in college. Form 990, Part VI, Section A, Line 7a Our officers are nominated by an elected nominating committee. These accredited delegates, members of the district board (governing body) and past presidents of the district are qualified to vote at for the election of the governing body. Form 990, Part VI, Section B, Line 11b This form was completed by the Treasurer. No other members reviewed the form prior to submitting. Form 990, Part VI, Section B, Line 12c Annually each officer is required to read the California PTA Conflict of Interest policy, and submit a signed questionnaire attesting to reading the policy, disclosing current or anticpated compensation, disclosing current or anticpated compensation to any persons related by blood, marriage or cohabitation, disclosing being a director, an officer, an employee or an owner in any busisness or entity which has done business within the previous 12 months, or anticpates doing business with the California PTA. Form 990, Part VI, Section C, Line 19 Our bylaws, conflict of intrest and whistle blower forms, and financial statements are all stored electronically on dropbox.com. We have 4 general association meetings that the public can attend. Our bylaws are reviewed annually and presented at our annual general assocation meeting. Our financial statements are presented 4 times a year at our general association meetings. All these documents are available on request. Form 990, Part IX, Line 11g $1200, Translation for Chinese and Spanish members during our meetings. Objective, reach larger and underserved communities Form 990, Part XI, Line 9 The $242 consists of $105 and $137 of funds not belonging to the association. The $105 are membership funds we collected for a new school PTA unit, to facilitate membership prior to the unit creating their own bank account. This will be sent to the unit in the 2023-2024 year. The $137 is the net balance of pass-through membership fees we receive from our local school PTA units and submit to our state organization, CAPTA. We received $9887 in membership passthrough and submitted $9750. The $137 net balance is due to errors in amounts sent to us from our local unit PTAs. Form 8868, Application for Automatic Extension of Time to File an Exempt Organization Return was submitted and accepted. The extension is until 5/15/2024.