2026-04-21T11:24:23-05:00 2025-06-30 611442118 ROJAS & ASSOCIATES CPAS 1300 S STREET SACRAMENTO CA 958117114 990 2024-07-01 951683870 CALIFORNIA CONGRESS OF PARENTS TEACHERS AND STUDENTS INC CALI 9164401985 2327 L STREET SACRAMENTO CA 95816 LINDA PFEIFER TREASURER 9164401985 2026-04-21 1 0 ROBERT L ROJAS P01410934 9163624040 2024 2025-03-06 01:10:19Z CALIFORNIA STATE PTA SHEREEN WALTER 2327 L STREET SACRAMENTO CA 95816 2346072 0 X WWW.CAPTA.ORG X 1923 CA THE MISSION OF THE CA STATE PTA IS TO POSITIVELY IMPACT THE LIVES OF ALL CHILDREN AND FAMILIES. 15 15 13 0 0 0 1080018 208588 1853808 1806007 163734 184331 150371 147146 3247931 2346072 76654 70069 0 0 989067 1056178 0 0 71333 1508649 1485023 2574370 2611270 673561 -265198 9608322 9942456 130871 118133 9477451 9824323 X THE MISSION OF THE CALIFORNIA STATE PTA IS TO POSITIVELY IMPACT THE LIVES OF ALL CHILDREN AND FAMILIES. 0 0 931176 70069 1106194 ENGAGED AND EMPOWERED OVER 560,000 MEMBERS, ADVOCATED FOR THE EDUCATION, HEALTH, SAFETY AND WELLBEING OF ALL CHILDREN. PROMOTED PARENT AND FAMILY ENGAGEMENT, AND FOSTERED LEADERSHIP DEVELOPMENT THOROUGH TRAINING, ASSISTANCE, AND MENTORING. EVENTS AND PROGRAMS HELD DURING THE YEAR INCLUDE A LEGISLATION CONFERENCE, PTA UNIVERSITY AND MONTHLY LEADERSHIP AND LEGISLATION CALLS FOR PTA LEADERS AND MEMBERS. DELIVERED THE SCHOOL SMARTS PARENT ENGAGEMENT PROGRAM TO OVER 30 SCHOOL SITES. CONDUCTED CAMPAIGNS TO ENERGIZE PARENTS AND FAMILIES TO SUPPORT AND PROMOTE ARTS EDUCATION AND NEXT GENERATION SCIENCE STANDARDS. PROVIDED FIELD SERVICES AND LEADERSHIP ASSISTANCE TO PTAS ACROSS CALIFORNIA AND PROVIDED A VARIETY OF ELECTRONIC AND PRINTED RESOURCES TO PTA LEADERS AND MEMBERS. 556630 299765 HELD AN ANNUAL CONVENTION THAT BROUGHT TOGETHER OVER 1,300 PARENTS, EDUCATORS, STUDENTS, AND FAMILY MEMBERS DEDICATED TO IMPROVING THE LIVES AND EDUCATION OF CALIFORNIA'S CHILDREN. PARTICIPANTS ENGAGED IN PROFESSIONAL DEVELOPMENT TOWARDS OUR ORGANIZATIONS MISSION TO POSITIVELY IMPACT THE LIVES OF ALL CHILDREN AND FAMILIES. THE COMPREHENSIVE PROGRAM FEATURED MORE THAN 50 SPECIALIZED WORKSHOPS AND FACILITATED TABLE TALKS COVERING LEADERSHIP DEVELOPMENT, POSITIONAL TRAINING, AND HIGH INTEREST TOPICS IN EDUCATION, FAMILY ENGAGEMENT AND HEALTH & COMMUNITY CONCERNS. THE BUSINESS OF THE ASSOCIATION WAS CONDUCTED IN THREE GENERAL SESSIONS WHICH INCLUDED KEYNOTE SPEAKERS AS WELL AS PRESENTATIONS ON THE PROGRAMS AND ACCOMPLISHMENTS OF OUR STATE ORGANIZATION AS WELL AS OUR INDIVIDUAL UNITS TO MOTIVATE AND ENGAGE OUR MEMBERS. THIS COLLABORATIVE FORUM ENABLED ATTENDEES TO EXCHANGE BEST PRACTICES AND IDEAS, SHARE SUCCESSES AND CHALLENGES, CONDUCT THE BUSINESS OF THE ASSOCIATION, AND GET ENERGIZED FOR THE COMING TERM. 101099 190243 FACILITATED HIGH QUALITY INSURANCE COVERAGE FOR MORE THAN 3,200 UNIT, COUNCIL, AND DISTRICT PTAS IN THE STATE OF CALIFORNIA TO HELP ENSURE THAT EACH PTA AND ITS INDIVIDUAL MEMBERS WERE PROTECTED. COVERAGE INCLUDED DIRECTORS AND OFFICERS LIABILITY, GENERAL LIABILITY, CRIME, BUSINESS PROPERTY, AND WORKERS' COMPENSATION. ALSO PROVIDED AN INSURANCE GUIDE TO PTAS IN HARD COPY VIA THE FINANCIAL MAILING AND ELECTRONICALLY VIA CAPTA.ORG TO ASSIST LEADERS IN SELECTING APPROPRIATE FUNDRAISING ACTIVITIES, SPONSORED PROGRAMS, AND EVENTS. 1588905 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 29 0 13 1 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 0 0 CA X BENJAMIN HENRY 8183216204 3449 OCEAN VIEW BLVD GLENDALE CA 91208 SHEREEN WALTER PRESIDENT 40.00 X X 0 0 0 HEATHER IPPOLITO PRESIDENT-ELECT 40.00 X X 0 0 0 LAURA HAWK-LOYA VP LEADERSHIP SERVICES 40.00 X X 0 0 0 ELLEN TORRES VP MEMBERSHIP SERVICES 40.00 X X 0 0 0 BARBARA SMITH VP COMMUNICATIONS 40.00 X X 0 0 0 WILL SANFORD VP CONVENTIONS 40.00 X X 0 0 0 JESUS HOLGUIN VP EDUCATION 40.00 X X 0 0 0 HOURI KHATCHADORIAN VP HEALTH & COMMUNITY CONC 40.00 X X 0 0 0 ANITA AVRICK VP FAMILY ENGAGEMENT 40.00 X X 0 0 0 LESLIE POWELL SECRETARY 40.00 X X 0 0 0 LINDA PFEIFER TREASURER 40.00 X X 0 0 0 BECCA MARKS-ANDERSON PARLIAMENTARIAN 40.00 X X 0 0 0 KATHLEEN FAY DIRECTOR OF LEGISLATION 40.00 X X 0 0 0 MELANIE LUCAS DISTRICT PRESIDENTS CHAIR 40.00 X X 0 0 0 JOSIAH KITONGA MANAGING DIRECTOR 40.00 X 169950 0 0 169950 0 0 1 0 1 0 0 208588 1650 208588 MEMBERSHIP DUES 813410 1106194 1106194 ANNUAL CONVENTION 813410 299765 299765 INSURANCE INCOME 524298 190243 190243 SCHOOL SMARTS 813410 175925 175925 LEGISLATIVE CONFERENCE 813410 33880 33880 1806007 184331 184331 121340 121340 OTHER INCOME 900099 25806 25806 25806 2346072 1953153 0 184331 70069 70069 895668 555314 295571 44783 87600 54312 28908 4380 72910 45204 24060 3646 218453 143024 70052 5377 65741 40759 21695 3287 252926 67506 185420 360452 330387 30065 81253 50376 26814 4063 51444 402 51042 FOOD AND BEVERAGES 155697 70095 85602 UTILITIES 70882 43947 23391 3544 PRINTING AND PUBLICATIO 69549 58491 11058 SMALL EQUIPMENT 60382 2533 57849 98244 56486 39505 2253 2611270 1588905 951032 71333 433625 488047 303000 303000 336015 162768 17750 20535 65917 3087814 1483782 1684441 1604032 6505734 7302117 16575 16575 290647 0 9608322 9942456 130871 118133 130871 118133 X 8883804 9521323 593647 303000 9477451 9824323 9608322 9942456 -265198 612070 0 X 0 1 X 0 0 X 1260315 147274 199617 2223888 1313132 5144226 1863116 2254101 4117217 3123431 2401375 199617 2223888 1313132 9261443 841161 841161 0 841161 841161 8420282 172919 95595 144942 140361 184331 738148 14063 3750 17813 186982 99345 144942 140361 184331 755961 3310413 2500720 344559 2364249 1497463 10017404 0.84060 0.81770 0.07550 0.06530 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 59904 59904 490000 490000 1888592 920083 968509 709222 563699 145523 1604032 X 2958142 612070 612070 2346072 0 2346072 2611270 0 2611270 0 2611270 PART X, LINE 2: CALIFORNIA STATE PTA HAS APPLIED THE ACCOUNTING PRINCIPLES RELATED TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT THERE IS NO MATERIAL IMPACT ON THE FINANCIAL STATEMENTS. 0 HEALTHY LIFESTYLES 13 14406 CULTURAL ARTS 8 12000 OUTREACH TRANSLATION 4 4166 PARENT EDUCATION 3 4970 SCHOLARSHIPS 17 14500 LEADERSHIP DEVELOPMENT 24 19961 PART I, LINE 2 GRANT RECIPIENTS ARE REQUIRED TO SIGN AND RETURN AN ACCEPTANCE FORM WITH DOCUMENTATION SUPPORTING THE USE OF FUNDS. ALL RETURNED ACCEPTANCE FORMS ARE REVIEWED TO ENSURE THE GRANT FUNDS WERE USED AS INTENDED. FAILURE TO RETURN THE ACCEPTANCE FORM OR ADEQUATE DOCUMENTATION MAY RESULT IN THE LOSS OF THE GRANT IN WHICH CASE THE FUNDS MUST BE RETURNED. SCHOLARSHIP RECIPIENTS ARE REQUIRED TO PROVIDE INFORMATION ABOUT THE INSTITUTION THE WILL ATTEND OR THE COURSES THEY WILL TAKE. AWARDS ARE MADE IN CONNECTION WITH PROGRAM CONTESTS. X X X 0 0 0 0 0 0 0 0 0 JOSIAH KITONGA MANAGING DIRECTOR 169950 0 0 0 0 0 0 0 0 0 169950 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 CALIFORNIA STATE PTA'S BOARD OF MANAGERS IS COMPOSED OF THE OFFICERS, THE CHAIRS OF STANDING COMMITTEES, THE COMMISSIONERS, THE LEGISLATION ADVOCATES, THE DISTRICT PTA PRESIDENTS, AND ALL NATIONAL PTA BOARD MEMBERS RESIDING IN CALIFORNIA. CALIFORNIA STATE PTA'S CONVENTION DELEGATES CONSIST OF; MEMBERS OF THE BOARD OF MANAGERS; THREE DELEGATES OR THEIR ALTERNATES ELECTED FROM EACH DISTRICT PTA EXECUTIVE BOARD, ONE OF THE DELEGATES BEING THE PRESIDENT-ELECT IN AN ELECTION YEAR; ONE DELEGATE OR ALTERNATE ELECTED FROM EACH COUNCIL EXECUTIVE BOARD, IN ADDITION TO THE COUNCIL PRESIDENT OR PRESIDENT-ELECT, OR ELECTED ALTERNATE; ACCREDITED DELEGATES ELECTED IN PROPORTION TO ASSOCIATION MEMBERSHIP IN ADDITION TO THE LOCAL ASSOCIATION PRESIDENTS OR PRESIDENTS-ELECT OR THEIR ELECTED ALTERNATES; AND PAST PRESIDENTS. FORM 990, PART VI, SECTION A, LINE 7A CONVENTION DELEGATES, WHICH INCLUDE MEMBERS OF THE BOARD OF MANAGERS, ARE FORMALLY CHARGED WITH ELECTING MEMBERS OF THE BOARD OF DIRECTORS BIENNIALLY. FORM 990, PART VI, SECTION A, LINE 7B CALIFORNIA STATE PTA'S BOARD OF MANAGERS MUST APPROVE THE BUDGET EACH YEAR. CALIFORNIA STATE PTA'S CONVENTION DELEGATES, WHICH INCLUDE MEMBERS OF THE BOARD OF MANAGERS, MUST APPROVE ANY CHANGES TO THE ORGANIZATION'S BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B CALIFORNIA STATE PTA'S TREASURER AND EXECUTIVE DIRECTOR REVIEW THE FORM 990. AFTER THEIR REVIEW OF THE FORM 990 IS COMPLETE, IT IS SENT TO CALIFORNIA STATE PTA'S GOVERNING BODY FOR REVIEW AT A REGULAR MEETING PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C CALIFORNIA STATE PTA'S BOARD OF DIRECTORS AND STAFF ARE REQUIRED ANNUALLY TO REVIEW THE CONFLICT OF INTEREST POLICY AND SIGN A STATEMENT AFFIRMING THAT THEY RECEIVED, READ, UNDERSTAND, AND AGREE TO COMPLY WITH THE POLICY. FOLLOWING FULL DISCLOSURE OF A POSSIBLE CONFLICT OF INTEREST, THE BOARD OF DIRECTORS DETERMINES WHETHER A CONFLICT OF INTEREST EXISTS AND IF THERE IS A CONFLICT, THE BOARD VOTES TO AUTHORIZE OR REJECT THE TRANSACTION OR TAKE ANY OTHER ACTION DEEMED NECESSARY TO ADDRESS THE CONFLICT AND PROTECT THE CALIFORNIA STATE PTA'S BEST INTERESTS. BOARD MEMBERS WITH A CONFLICT ARE NOT PERMITTED TO PARTICIPATE IN SUCH VOTES. IN ADDITION, A PERSON WITH A CONFLICT IS PROHIBITED FROM PARTICIPATING IN THE BOARD OF DIRECTORS' DISCUSSION AND DELIBERATION REGARDING THE CONTRACT, TRANSACTION, OR OTHER SITUATION. FORM 990, PART VI, SECTION B, LINE 15A CALIFORNIA STATE PTA'S BOARD OF DIRECTORS AND MANAGING DIRECTOR SET ANNUAL PERFORMANCE GOALS. THE EXECUTIVE DIRECTOR PREPARES A REPORT TO THE BOARD ON PROGRESS TOWARDS ACHIEVING THOSE GOALS. INDIVIDUAL BOARD MEMBERS ALSO COMPLETE AN EVALUATION SURVEY. THE BOARD ALSO RECEIVES DATA ON THE COMPENSATION OF COMPARATIVE NONPROFIT AND EDUCATION EXECUTIVE DIRECTORS. THE BOARD THEN MEETS IN A CLOSED SESSION, WITH THE EXECUTIVE DIRECTOR, TO DISCUSS THE REPORT AND RATE THE EXECUTIVE DIRECTOR'S PERFORMANCE. AFTER THE CLOSED SESSION MEETING, THE PRESIDENT AND PRESIDENT-ELECT PREPARE A WRITTEN EVALUATION BASED ON THE BOARD'S INPUT AND DISCUSSION. FINALLY, THE BOARD MEETS VIA CONFERENCE CALL TO FINALIZE THE WRITTEN PERFORMANCE EVALUATION AND APPROVE ADJUSTMENTS TO COMPENSATION. MINUTES OF EACH BOARD MEETING ARE TAKEN AND ACTIONS AND DECISIONS ARE RECORDED. FINALLY, THE PRESIDENT AND PRESIDENT-ELECT MEET WITH THE EXECUTIVE DIRECTOR TO REVIEW THE PERFORMANCE EVALUATION AND COMPENSATION. THIS PROCESS WAS LAST UNDERTAKEN IN 2024. FORM 990, PART VI, SECTION C, LINE 19 CALIFORNIA STATE PTA'S BYLAWS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC ONLINE AT CAPTA.ORG. CALIFORNIA STATE PTA'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS MAY BE PROVIDED TO THE PUBLIC IN PRINT UPON REQUEST.