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Las Palmas Elementary PTA FY2023 filing

Tax-deductible

San Clemente, CA501(c)(3)EIN 95-6220912Revenue $197K in FY2023

On file with the IRS1101 Calle Puente, 92672-5019 · San Clemente, CATax-exempt since Sep 1967Publicly supported — 509(a)(2)

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Our mission is to positively impact the lives of all children and families.

501(c)(3) charity; gifts are tax-deductible.
98¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 5
filings with a surplus
Average deficit $6K a year · 4% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
98%
of spending
Looks good: 98% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
10 mo
of spending, in cash
Looks good: 10.0 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $10K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
300
of 7 voting members
Looks good: 300 of 7 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$197K
-11% vs prior year
Spent
$386K
To programs
98%
Net assets
$320K
By yearFY2021–FY2025
Revenue
$197K
FY2023▼ -11%
Tap a bar for its year
Revenue by fiscal year
FY2021$108K
FY2022$220K
FY2023$197K
FY2024$108K
FY2025$169K
Expenses
$386K
FY2023▲ +333%
Tap a bar for its year
Expenses by fiscal year
FY2021$102K
FY2022$89K
FY2023$386K
FY2024$112K
FY2025$141K
Net assets
$320K
FY20230%
Tap a bar for its year
Net assets by fiscal year
FY2021$189K
FY2022$320K
FY2023$320K
FY2024$129K
FY2025$154K

From the FY2023 Form 990 (year ending June 2023) · see the original

Form 990 (PDF) Claim
You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Sep 1967.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

98 cents of each dollar spent went to programs.

Program services 98% · $377K Management & general 2% · $9K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? The org can add a note here. Request edit privileges.

Who runs it and what they're paid

11 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
$0Pt VII · Sec A
Julian Carter
Teacher Repr
$0Pt VII · Sec A
Holley Goldring
Vice Preside
$0Pt VII · Sec A
Tobias Halbmaier
Secretary Fi
$0Pt VII · Sec A
Gabby Houk
President
$0Pt VII · Sec A
Laura Koneval
Secretary Re
$0Pt VII · Sec A
Julie Lee
Historian
$0Pt VII · Sec A
Brigette Merten
Parliamentar
$0Pt VII · Sec A
See Las Palmas Elementary PTA executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Improves the lives of children and families.

Provided by the organization

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3 programs · $287K · in their own filed words · FY2022
01

Grants

$287Kprogram expense
02

Pe PROGRAM/PE & recess equipment

Pt IX · col B
03

Book fair

Pt IX · col B

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
Sonance Cares INCFY2024$10K
Total grants receivedfrom 1 funder$10K

By the numbers

The FY2023 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$197K
Ln 12
Other incomeLn 4–11$118K
Fees for servicesLn 2g$74K
Gifts and grantsLn 1h$5K
Money outPt IX
$386K
Ln 25
Programscol B$377K
Managementcol C$9K
Owns and owesPt X
$320K
net assets · Ln 32
Cash and savingsLn 1–2$320K
Total assetsLn 16$320K
LiabilitiesLn 26$0
PeoplePt VI, VII
11
listed · VII A
PaidVII A0
Voting boardVI 1a7
IndependentVI 1b300
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$5K
Fees for servicesLn 2g$74K
Investment incomeLn 3$28
Other incomeLn 4–11$118K
Total revenueLn 12$197K
Assets in detailPt X, end of year
CashLn 1$320K
Cash and savings togetherLn 1–2$320K
Total assetsLn 16$320K
LiabilitiesLn 26$0
Net assetsLn 32$320K
OperationsPt I, VI
EmployeesI 50
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$320K$320K
Total assetsLn 16$320K$320K
LiabilitiesLn 26$0$0
Net assetsLn 32$320K$320K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other expenses (24a–d)Ln 24$253K$253K
All other expensesLn 24e$133K$124K$9K
Total functional expensesLn 25$386K$377K$9K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $169K$141K$27K$154K 990 PDF
FY2024 $108K$112K−$4K$129K 990 PDF
FY2023 Viewing $197K$386K−$189K$320K 990 PDF
FY2022 $220K$89K$131K$320K 990 PDF
FY2021 $108K$102K$6K$189K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2023 990 (6 parts)
Part I · Summary $196,634 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $19,704$4,704
I-9 Program service revenuePrior year $35,581$73,567
I-10 Investment incomePrior year $28$28
I-11 Other revenuePrior year $164,418$118,335
I-12 Total revenuePrior year $219,731$196,634
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $89,131$385,787
I-18 Total expensesPrior year $89,131$385,787
I-19 Revenue less expensesPrior year $130,600−$189,153
Part VI · Governance 300 of 7 board members independent, 1 to look at
VI-1a Voting members of the governing body7
VI-1b Independent voting members300
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $196,634 across 7 lines filed
Lines not itemized here account for $797 of total revenue; see the IRS return.
VIII-1b Membership dues$2,181
VIII-1f All other contributions, gifts and grants$2,523
VIII-1h Total contributions, gifts and grants$4,704
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $72,770$72,770
VIII-3 Investment incomeRelated to mission $28$28
VIII-8 Net income from fundraising events$118,335
VIII-12 Total revenueRelated to mission $73,595$196,634
Part IX · Statement of functional expenses $385,787 across 2 lines filed
IX-24 Other expenses (24a–d)Programs $253,153$253,153
IX-24e All other expensesPrograms $123,951 · Management $8,683$132,634
IX-25 Total functional expensesPrograms $377,104 · Management $8,683 · Fundraising $0$385,787
Part X · Balance sheet $320,034 assets, 5 lines filed
X-1 Cash, non-interest-bearingStart of year $320,034$320,034
X-16 Total assetsStart of year $320,034$320,034
X-26 Total liabilitiesStart of year $0$0
X-32 Total net assets or fund balancesStart of year $320,034$320,034
X-33 Total liabilities and net assetsStart of year $320,034$320,034
Part XI · Reconciliation of net assets $320,034 net assets at year end
XI-1 Total revenue$196,634
XI-2 Total expenses$385,787
XI-3 Revenue less expenses−$189,153
XI-4 Net assets at start of year$320,034
XI-8 Prior period adjustments$189,153
XI-10 Net assets at end of year$320,034

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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