TUSTIN LOMA VISTA PARENT TEACHER ORGANIZATION: Form 990EZ, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- TUSTIN LOMA VISTA PARENT TEACHER ORGANIZATION (EIN 33-0780950)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2024-11-14
- IRS object ID
- 202443199349207029
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T02:44:15-00:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330780950 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tustin Loma Vista Parent Teacher Organization | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Teresa Martinez | InCareOfNm |
| Business Name Control | TUST | BusinessNameControlTxt |
| Phone | 7147307528 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13822 Prospect Ave | AddressLine1Txt |
| City | Santa Ana | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92705 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Teresa Martinez | PersonNm |
| Person Title | TreasurerAccounts Receivable | PersonTitleTxt |
| Phone | 7147307528 | PhoneNum |
| Signature | 2024-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Elizabeth A Weber CPA | PreparerPersonNm |
| PTIN | P00853596 | PTIN |
| Phone | 9492909333 | PhoneNum |
| Preparation | 2024-11-14 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | lomavistapto.org | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $129,672 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $7,919 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $36,561 | ProgramServiceRevenueAmt |
| Membership Dues | $20,438 | MembershipDuesAmt |
| Investment Income | $76 | InvestmentIncomeAmt |
| Gaming Gross Income | $1,631 | GamingGrossIncomeAmt |
| Fundraising Gross Income | $60,413 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $17,505 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $44,539 | SpecialEventsNetIncomeLossAmt |
| Gross Sales Of Inventory | $2,634 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $2,482 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | $152 | GrossProfitLossSlsOfInvntryAmt |
| Total Revenue | $109,685 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $450 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $84,028 | OtherExpensesTotalAmt |
| Total Expenses | $84,478 | TotalExpensesAmt |
| Excess Or Deficit For Year | $25,207 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $108,762 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $133,969 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,762 | BOYAmt |
| EOY | $133,969 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,762 | BOYAmt |
| EOY | $133,969 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,762 | BOYAmt |
| EOY | $133,969 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | Information, Advocacy, educational enrichment | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|
| Student Educational Enrichment Prgrams Funding | $53,697 |
| School Improvement Programs Funding | $12,113 |
| Teacher/Staff Programs Funding | $8,820 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $74,630 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (8 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| Carly Lawson | ||
| President | 002.00 | $0 |
| Britney Ashcraft | ||
| 1st V. P. Programs | 002.00 | $0 |
| Kristi Rust | ||
| 2nd V. P. Fundraising | 002.00 | $0 |
| Jaclyn Landon | ||
| 1st V. P. Communications | 002.00 | $0 |
| Michelle Roberts | ||
| Secretary | 002.00 | $0 |
| Teresa Martinez | ||
| Treasurer A/R | 004.00 | $0 |
| Tiffany Chung | ||
| Treasurer A/P | 004.00 | $0 |
| Stephanie Driscoll | ||
| Auditor | 002.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Teresa Martinez | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13822 Prospect Ave | AddressLine1Txt |
| City | Santa Ana | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92705 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7147307528 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $31,733 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,549 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $38,336 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $36,462 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,357 | CurrentTaxYearAmt |
| Total | $137,437 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $48,345 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,459 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $83,629 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $90,243 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $101,239 | CurrentTaxYearAmt |
| Total | $337,915 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $80,078 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,008 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $121,965 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $126,705 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $129,596 | CurrentTaxYearAmt |
| Total | $475,352 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $475,352 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $2 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $76 | CurrentTaxYearAmt |
| Total | $102 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $2 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $76 | CurrentTaxYearAmt |
| Total | $102 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $80,078 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,008 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $121,967 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $126,729 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $129,672 | CurrentTaxYearAmt |
| Total | $475,454 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99980 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99990 | PublicSupportPY509Pct |
| Investment Income CY | 0.00020 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00010 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Cougar Trek | Event1Nm |
| Gross Receipts Event1 | $34,695 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $34,695 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $256 | NonCashPrizesEvent1Amt |
| Entertainment Event1 | $4,054 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $995 | OtherDirectExpensesEvent1Amt |
| Event2 | Carnival | Event2Nm |
| Gross Receipts Event2 | $15,567 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $15,567 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $420 | NonCashPrizesEvent2Amt |
| Food And Beverage Event2 | $375 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $2,831 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $440 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 3 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $10,151 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $10,151 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $500 | RentFcltyCostsOtherEventsAmt |
| Oth Direct Expnss Other Events | $7,634 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $60,413 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $60,413 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $676 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $500 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $375 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $6,885 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $9,069 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $17,505 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $42,908 | NetIncomeSummaryAmt |
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | $1,631 | GrossRevenueOtherGamingAmt |
| Volunteer Labor Other Gaming | Yes (true) | VolunteerLaborOtherGamingInd |
| Volunteer Labor Other Gaming | 1.00000 | VolunteerLaborOtherGamingPct |
| Gross Revenue Total Gaming | $1,631 | GrossRevenueTotalGamingAmt |
| Net Gaming Income Summary | $1,631 | NetGamingIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | CA | StatesWhereGamingConductedCd |
| Licensed | false | LicensedInd |
| Explanation If No | The organization has received permission to conduct fundraising raffles from the California Attorney General. | ExplanationIfNoTxt |
| License Suspended Etc | false | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | Yes (true) | GamingWithNonmembersInd |
| Member Of Other Entity | false | MemberOfOtherEntityInd |
| Gaming Own Facility | 0.27000 | GamingOwnFacilityPct |
| Gaming Other Facility | 0.73000 | GamingOtherFacilityPct |
| Individual With Books | Teresa Martinez | IndividualWithBooksNm |
Persons With Books US Address PersonsWithBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13822 Prospect Ave | AddressLine1Txt |
| City | Santa Ana | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92705 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct With3rd Prty For Game Rev | false | CntrctWith3rdPrtyForGameRevInd |
| Charitable Distribution Rqr | Yes (true) | CharitableDistributionRqrInd |
| Distributed | $1,468 | DistributedAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990-EZ, Part I, Line 16, Other Expenses | Fundraising 980 |
| Form 990-EZ, Part I, Line 16, Other Expenses | Student Educational Programs Funding 53,697 |
| Form 990-EZ, Part I, Line 16, Other Expenses | School Improvements Programs Funding 12,113 |
| Form 990-EZ, Part I, Line 16, Other Expenses | Teacher Staff Programs Funding 8,820 |
| Form 990-EZ, Part I, Line 16, Other Expenses | Membership Drive Expense 1,087 |
| Form 990-EZ, Part I, Line 16, Other Expenses | PTA Office Expenses 2,242 |
| Form 990-EZ, Part I, Line 16, Other Expenses | Other PTA Administrative Expenses 2,839 |
| Form 990-EZ, Part I, Line 16, Other Expenses | Non-Cash Donations, subtracted to balance 2,250 |