Department of the Treasury Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
Attach to Form 990 or Form 990-EZ. See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
PTA GEORGIA CONGRESS
Employer identification number
58-1519253
Part I
Reason for Public Charity Status
(All organizations must complete this part.) See instructions
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other than foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2).
f
If the organization received a written determination from the IRS that it is a Type I, Type II or Type III supporting organization, check this box
..................................................
g
Since August 17, 2006, has the organization accepted any gift or contribution from any of the following persons?
(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the the supported organization?
................
11g(i)
(ii)
a family member of a person described in (i) above?
......................
11g(ii)
(iii)
a 35% controlled entity of a person described in (i) or (ii) above?
................
11g(iii)
h
Provide the following information about the supported organization(s).
(i) Name of supported organization
(ii) EIN
(iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions))
(iv) Is the organization in col. (i) listed in your governing document?
(v) Did you notify the organization in col. (i) of your support?
(vi) Is the organization in col. (i) organized in the U.S.?
(vii) Amount of support?
Yes
No
Yes
No
Yes
No
Total
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 2
Part II
Support Schedule for Organizations Described in IRC 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only if you checked the box on line 5, 7, or 8 of Part I or if the
organization failed to qualify under Part III. If the organization fails to
qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year(or fiscal year beginning in)
(a) 2006
(b) 2007
(c) 2008
(d) 2009
(e) 2010
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....
2
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......
3
The value of services or facilities furnished by a governmental unit to the organization without charge..
4
Total. Add lines 1 through 3..
5
The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included
on line 1 that exceeds 2% of the amount shown on line 11, column (f)..
6
Public Support. Subtract line 5 from line 4.
Section B. Total Support
Calendar year(or fiscal year beginning in)
(a) 2006
(b) 2007
(c) 2008
(d) 2009
(e) 2010
(f) Total
7
Amounts from line 4..
8
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
9
Net income from unrelated business activities, whether or not the business is regularly carried on..
10
Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets..
11
Total support (Add lines 7 through 10).
12
Gross receipts from related activities, etc. (See instructions.)
..................
12
13
First Five Years
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here..........................................
Section C. Computation of Public Support Percentage
14
Public Support Percentage for 2010 (line 6 column (f) divided by line 11 column (f))
.........
14
15
Public Support Percentage for 2009 Schedule A, Part II, line 14
...............
15
16a
33 1/3% support test—2010.
If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization
......................
b
33 1/3% support test—2009.
If the organization did not check the box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization
.....................
17a
10%-facts-and-circumstances test—2010.
If the organization did not check a box on line 13, 16a, or 16b and line 14
is 10% or more, and if the organization meets the "facts and circumstances" test, check this box and stop here. Explain
in Part IV how the organization meets the "facts and circumstances" test. The organization qualifies as a publicly supported
organization
..................................................
b
10%-facts-and-circumstances test—2009.
If the organization did not check a box on line 13, 16a, 16b, or 17a and line
15 is 10% or more, and if the organization meets the "facts and circumstances" test, check this box and stop here.
Explain in Part IV how the organization meets the "facts and circumstances" test. The organization qualifies as a publicly supported organization
..............................................
18
Private Foundation
If the organization did not check a box on line 13, 16a, 16b, 17a or 17b, check this box and see
instructions
...................................................
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 3
Part III
Support Schedule for Organizations Described in IRC 509(a)(2) (Complete only if you checked the box on line 9 of Part I or if the organization
failed to qualify under Part II. If the organization fails to qualify under
the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year(or fiscal year beginning in)
(a) 2006
(b) 2007
(c) 2008
(d) 2009
(e) 2010
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
9,394
7,469
8,231
11,375
19,669
56,138
2
Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......
60,052
63,701
44,491
50,855
99,662
318,761
3
Gross receipts from activities that are not an unrelated trade or business under section 513..
4
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5
The value of services or facilities furnished by a governmental unit to the organization without charge..
6
Total. Add lines 1 through 5.
69,446
71,170
52,722
62,230
119,331
374,899
7a
Amounts included on lines 1, 2, and 3 received from disqualified persons...
b
Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c
Add lines 7a and 7b..
8
Public Support (Subtract line 7c from line 6.)
374,899
Section B. Total Support
Calendar year (or fiscal year beginning in)
(a) 2006
(b) 2007
(c) 2008
(d) 2009
(e) 2010
(f) Total
9
Amounts from line 6...
69,446
71,170
52,722
62,230
119,331
374,899
10a
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
6
6
7
10
29
b
Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c
Add lines 10a and 10b.
6
6
7
10
29
11
Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
12
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)
13
Total support (Add lines 9, 10c, 11 and 12.).
69,452
71,176
52,729
62,230
119,341
374,928
14
First Five Years
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here.............................................
Section C. Computation of Public Support Percentage
15
Public Support Percentage for 2010 (line 8 column (f) divided by line 13 column (f))
.........
15
99.990 %
16
Public support percentage from 2009 Schedule A, Part III, line 15
...............
16
99.990 %
Section D. Computation of Investment Income Percentage
17
Investment income percentage for 2010 (line 10c column (f) divided by line 13 column (f))
......
17
0 %
18
Investment income percentage from 2009 Schedule A, Part III, line 17
.............
18
19a
33 1/3% support tests—2010.
If the organization did not check the box on line 14, and line 15 is more than 33 1/3% and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
..........
b
33 1/3% support tests—2009.
If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
....
20
Private Foundation
If the organization did not check a box on line 14, 19a or 19b, check this box and see instructions
.....
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 4
Part IV
Supplemental Information.
Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
Explanation
Schedule A (Form 990 or 990-EZ) 2010
Additional Data
Software ID:
Software Version:
-
TIN:
SCHEDULE O (Form 990 or 990-EZ)
Department of the Treasury Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ
Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
PTA GEORGIA CONGRESS
Employer identification number
58-1519253
Identifier
Return Reference
Explanation
OTHER REVENUE
FORM 990-EZ, PART I, LINE 8
RETURNED CHECK CHARGES 49 TOTAL 49
OTHER EXPENSES
FORM 990-EZ, PART I, LINE 16
EXPENSES ACCELERATED READER 1,000 BANK SERVICE CHARGES 50 BEAR BUDDY BOOK FAIR 78 BEAR PRINTS 464 BINGO NIGHT EXPENSE 664 CLASSROOM SUPPORT 5,492 COCA COLA 1,208 COPYING 163 CULTURAL ARTS PRESENTERS 2,290 DONATIONS - OTHER 125 DUES AND SUBSCRIPTIONS 250 FACULTY AND STAFF APPRECI 270 FIELD DAY DONATIONS 144 HANDBOOK/CALENDAR 3,160 HELPING HANDS 200 HOSPITALITY 151 INCORPORATION RENEWAL FEE 50 INTERNATIONAL FESTIVAL 246 LIABILITY INSURANCE 400 MEMBERHSIP DUES NATIONAL 1,293 MEMBERSHIP DUES STATE 739 MEMBERSHIP EXPENSE 15 MIMIO 2,896 MOVIE NIGHT 539 PLANTING DAY 479 POSTAGE AND DELIVERY 47 PROMOTION CELEBRATION 225 READING A-Z 500 REFLECTIONS 282 REGISTRATION 100 ROOM PARTIES 1,040 ROOM REPS EXPENSE 220 SCHOOL SUPPLY KITS EXPENS 3,752 SCIENCE 500 SCIENCE NIGHT 459 SCRIP--STAFF PROCEEDS 1,221 SCRIP-SUPPLIES & PROMO 103 START-UP COSTS 1,692 SUNSHINE MATH 1,329 SUPPLIES 282 SUPPLIES 115 TECHNOLOGY 2,000 UNCATEGORIZED EXPENSES 1,350 WEBSITE LICENSING 97 TOTAL 37,680
PRIMARY EXEMPT PURPOSE
FORM 990-EZ, PART III
TO PROMOTE THE WELFARE OF CHILDREN AND YOUTH IN HOME, SCHOOL, COMMUNITY AND PLACE OF WORSHIP; TO RAISE THE STANDARDS OF FAMILY LIFE; TO SECURE ADEQUATE LAWS FOR THE CARE AND PROTECTION OF CHILDREN AND YOUTH; TO BRING INTO CLOSER RELATION THE HOME AND THE SCHOOL, THAT PARENTS AND TEACHERS COOPERATE INTELLIGENTLY IN THE EDUCATION OF CHILDREN AND YOUTH; TO DEVELOP BETWEEN EDUCATORS AND THE GENERAL PUBLIC SUCH UNITED EFFORTS AS WILL SECURE ALL CHILDREN AND YOUTH THE HIGHEST ADVANTAGES IN PHYSICAL, MENTAL, SOCIAL, AND SPIRITUAL EDUCATION.
FIRST ACHIEVEMENT
FORM 990-EZ, PART III, LINE 28
TO PROVIDE CULTURAL ARTS PROGRAMS TO ALL STUDENTS AT BERKELEY LAKE ELEMENTARY; TO ALLOW ALL STUDENTS THE OPPORTUNITY TO PARTICIPATE IN THE NATIONAL PTA REFLECTIONS ARTS PROGRAM; TO HOLD CLASSROOM CELEBRATIONS FOR STUDENTS; TO PROVIDE TRAINING TO PTA BOARD MEMEBERS AND GENERAL MEMBERS; TO PROVIDE THE PROGAMS OFFERED BY NATIONAL PTA AND MAKE THESE AVAILABLE TO ALL STUDENTS, FAMILYS AND FACULTY OF BERKELEY LAKE ELEMENTARY SCHOOL.
SECOND ACHIEVEMENT
FORM 990-EZ, PART III, LINE 29
TO PURCHASE "WISH LIST" ITMES FOR BERKELEY LAKE ELEMENTARY SCHOOL TO BENEFIT ALL STUDENTS, FACULTY AND STAFF. TO PROVIDE SUPPORT TO FACULTY AND STAFF BY HONORING TEACHERS AND STAFF WITH APPRECIATION. TO PROMOTE SCHOOL SPIRIT AND UNITY BY PROVIDING A YEARBOOK TO PURCHASE. TO RAISE SCHOOL SPIRIT AND PROMOTE FAMILY INVOLVEMENT BY SPONSORING BINGO NIGHTS FOR FAMILIES AND STUDENTS. TO PROVIDE BABYSITTING FOR PARENTS WHO ARE ATTENDING PTA SPONSORED PARENT EDUCATION EVENTS. THEASE BENEFIT ALL STUDENTS, FAMILES AND STAFF OF BERKELEY LAKE ELEMENTARY SCHOOL.
THIRD ACHIEVEMENT
FORM 990-EZ, PART III, LINE 30
TO PURCHASE EDUCATIONAL SUPPLIES AND EQUIPMENT FOR BERKELEY LAKE ELEMENTARY SCHOOL WHICH WILL BENEFIT ALL STUDENTS AND FACULTY. TO SUPPORT THE INSTRUCTORS BY PROVIDING A SUPPLEMENTAL AMOUNT TO EACH CLASSROOM TEACHER IN ORDER TO PURCHASE NECESSARY EDUCATIONAL SUPPLIES AND EQUIPMENT TO BE USED IN THE CLASSROOM. THESE BENEFIT ALL STUDENTS AND STAFF OF BERKELEY LAKE ELEMENTARY SCHOOL.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.