TUSTIN LOMA VISTA PARENT TEACHER ORGANIZATION: Form 990EZ, tax year 2022
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- Organization
- TUSTIN LOMA VISTA PARENT TEACHER ORGANIZATION (EIN 33-0780950)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2023-11-01
- IRS object ID
- 202313059349201911
- Schema version
- 2022v5.0
- 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 | 2023-11-01T01:15:04-00:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | 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 | 2023-11-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Teresa | PersonFirstNm |
| Person Last | Martinez | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Elizabeth A Weber CPA | PreparerPersonNm |
| PTIN | P00853596 | PTIN |
| Phone | 9492909333 | PhoneNum |
| Preparation | 2023-11-01 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | 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 | $126,729 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $15,209 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $28,969 | ProgramServiceRevenueAmt |
| Membership Dues | $21,253 | MembershipDuesAmt |
| Investment Income | $24 | InvestmentIncomeAmt |
| Fundraising Gross Income | $58,633 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $35,062 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $23,571 | SpecialEventsNetIncomeLossAmt |
| Gross Sales Of Inventory | $2,641 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $2,930 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | -$289 | GrossProfitLossSlsOfInvntryAmt |
| Total Revenue | $88,737 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $435 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $96,273 | OtherExpensesTotalAmt |
| Total Expenses | $96,708 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$7,971 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $116,735 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | -$2 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $108,762 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $116,735 | BOYAmt |
| EOY | $108,762 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $116,735 | BOYAmt |
| EOY | $108,762 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $116,735 | BOYAmt |
| EOY | $108,762 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | Information, Advocacy, educational enrichment | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (4 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|
| Student Educational Enrichment Prgrams Funding | $45,031 |
| School Improvement Programs Funding | $36,783 |
| Teacher/Staff Programs Funding | $6,621 |
| Family Program funding | $424 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $88,859 | TotalProgramServiceExpensesAmt |
| Info In Schedule O Part IV | Yes (X) | InfoInScheduleOPartIVInd |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (9 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| Arlene Woolley | ||
| Co-President | 002.00 | $0 |
| Carly Lawson | ||
| Co-President | 002.00 | $0 |
| Allison Ramos | ||
| 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 |
| Laura Ruiz See Sch O | ||
| 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 Minus3 Years | $31,733 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,549 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $38,336 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $36,462 | CurrentTaxYearAmt |
| Total | $109,080 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $106,464 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $48,345 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,459 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $83,629 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $90,243 | CurrentTaxYearAmt |
| Total | $343,140 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $106,464 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $80,078 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,008 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $121,965 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $126,705 | CurrentTaxYearAmt |
| Total | $452,220 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $452,220 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $2 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24 | CurrentTaxYearAmt |
| Total | $26 | 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 Minus1 Year | $2 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24 | CurrentTaxYearAmt |
| Total | $26 | 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 | $106,464 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $80,078 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,008 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $121,967 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $126,729 | CurrentTaxYearAmt |
| Total | $452,246 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99990 | PublicSupportCY509Pct |
| Public Support PY509 | 1.00000 | PublicSupportPY509Pct |
| Investment Income CY | 0.00010 | InvestmentIncomeCYPct |
| 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 | $32,044 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $32,044 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $118 | NonCashPrizesEvent1Amt |
| Food And Beverage Event1 | $343 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $589 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $3,549 | OtherDirectExpensesEvent1Amt |
| Event2 | Carnival | Event2Nm |
| Gross Receipts Event2 | $11,319 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $11,319 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $1,524 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $3,942 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $1,107 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 3 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $15,270 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $15,270 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $10,000 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $745 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $13,145 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $58,633 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $58,633 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $118 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $10,000 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $2,612 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $4,531 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $17,801 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $35,062 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $23,571 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990-EZ, Part III, Line 31 | Family Program funding Grants and allocations 0, Program service expenses 424 |
| Form 990-EZ, Part I, Line 16, Other Expenses | Fundraising 2,836 |
| Form 990-EZ, Part I, Line 16, Other Expenses | Student Educational Programs Funding 45,031 |
| Form 990-EZ, Part I, Line 16, Other Expenses | School Improvements Programs Funding 36,783 |
| Form 990-EZ, Part I, Line 16, Other Expenses | Teacher Staff Programs Funding 6,621 |
| Form 990-EZ, Part I, Line 16, Other Expenses | Family Programs Funding 424 |
| Form 990-EZ, Part I, Line 16, Other Expenses | Hospitality 730 |
| Form 990-EZ, Part I, Line 16, Other Expenses | Cougar Fund Expense 782 |
| Form 990-EZ, Part I, Line 16, Other Expenses | Membership Drive Expense 703 |
| Form 990-EZ, Part I, Line 16, Other Expenses | PTO Administrative Expenses 2,363 |
| Form 990-EZ, Part I, Line 20, Net Assets | Rounding -2 |
| Form 990-EZ, Part IV, Line e | Board Member laura Ruiz is also a part-time employee of the school district. |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Laura Ruiz See Sch O | PersonNm |
| Short Explanation | board member also a part-time school district employee | ShortExplanationTxt |