Nonprofit · EIN 02-0547233
PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC
Also known as 16 WALNUT GROVE ELEMENTARY PTA
Tax-exempt · PLEASANTON, CA 94566
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $142,519 | $139,026 | $3,493 | $82,533 | – | $82,533 |
| June 30, 2024 | 990-EZ | $132,923 | $132,174 | $749 | $79,040 | – | $79,040 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Membership dues
- $3,268
- Program service revenue
- $24,498
- Net income from fundraising events
- $114,753
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $550
- Other expenses
- $138,476
- Program services (functional)
- $128,179
Balance sheet and other
- Total assets, start of year
- $79,040
- Total assets, end of year
- $82,533
- Total liabilities, end of year
- –
- Net assets, end of year
- $82,533
- Cash, savings and investments
- $80,355
- Gross receipts
- $161,409
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LIANA MOSHELL | President | 4 | $0 |
| JENIEL BELTRAN | 5TH VP | 2 | $0 |
| ERIN LAMOYNE | 1ST VP | 2 | $0 |
| STACY MERRILL | Vice President | 2 | $0 |
| BRANDY FUGATE | 4TH VP | 2 | $0 |
| ANNA XINYI SONG | Treasurer | 0 | $0 |
| JESSIE PLOTTS | FINANCIAL SECTY | 0 | $0 |
| MARGO SHIMY | 2ND VP | 8 | $0 |
| EMILY LANGE | Secretary | 1 | $0 |
| CHRISTINE SHARP | 3RD VP | 0 | $0 |
| LEEANNE JONES | HISTORIAN | 0 | $0 |
| BRETT LANGE | AUDITOR | 2 | $0 |
| KRISTINA VALENZIANO | PARLIAMENTARIAN | 0 | $0 |
990-EZ for the year ended June 30, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LIANA MOSHELL | 1ST VP | 4 | $0 |
| JENIEL BELTRAN | Vice President | 2 | $0 |
| ERIN LAMOYNE | 3RD VP | 2 | $0 |
| STACY MERRILL | 4TH VP | 2 | $0 |
| BRANDY FUGATE | 5TH VP | 2 | $0 |
| ANNA XINYI SONG | Treasurer | 0 | $0 |
| JESSIE PLOTTS | FINANCIAL SECTY | 0 | $0 |
| MARGO SHIMY | President | 8 | $0 |
| EMILY LANGE | Secretary | 1 | $0 |
| CAMRON SHIMY | PARLIAMENTARIAN | 0 | $0 |
| BRETT LANGE | AUDITOR | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 1999 HARVEST RD, PLEASANTON, CA 94566-5459
- Signed the 990-EZ
- TREEYEE HUNG, Treasurer
- Phone
- (925) 426-4250
- Website
- www.walnutgrovepta.org
- Return prepared by
- Janet S Yarbrough CPA
California records
California keeps its own records of charities and corporations. Search them by EIN 02-0547233 or by the name PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
TO PROVIDE ADDITIONAL FUNDS TO SUPPLEMENT WALNUT GROVE ELEMENTARY SCHOOL PROGRAMS.
Program accomplishments
- TO PROVIDE ADDITIONAL FUNDS TO SUPPLEMENT WALNUT GROVE ELEMENTARY SCHOOL PROGRAMS.Expenses $128,179
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 02-0547233
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Exempt since
- 1968
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $82,533
- Income (IRS master file)
- $161,409
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $142,519 | $139,026 | $82,533 | XML |
| 990-EZ | June 2024 | $132,923 | $132,174 | $79,040 | XML |
| 990-EZ | June 2023 | – | – | – | IRS |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
| 990-EZ | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 02-0547233).
Questions about PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC
- What is the EIN of PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC?
- The employer identification number (EIN) of PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC is 02-0547233.
- Is PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1968.
- Which annual return does PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
- Who are the officers and directors of PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC?
- The 990-EZ for the year ended June 30, 2025 lists 13 people; 0 received compensation from the organization.
- How much revenue does PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $142,519, expenses of $139,026 and total assets of $82,533 at year end.
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