Nonprofit · EIN 03-0462303
PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC
Also known as OCEAN BEACH ELEMENTARY PTA
Tax-exempt · SAN DIEGO, CA 92107
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $103,135 | $134,788 | -$31,653 | $111,372 | – | $111,372 |
| June 30, 2024 | 990-EZ | $95,075 | $121,328 | -$26,253 | $150,219 | $7,194 | $143,025 |
| June 30, 2023 | 990-EZ | $149,410 | $65,839 | $83,571 | $169,278 | – | $169,278 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $36,317
- Program service revenue
- $6,175
- Net income from fundraising events
- $60,643
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $825
- Other expenses
- $133,963
- Program services (functional)
- $130,239
Balance sheet and other
- Total assets, start of year
- $143,025
- Total assets, end of year
- $111,372
- Total liabilities, end of year
- –
- Net assets, end of year
- $111,372
- Cash, savings and investments
- $111,372
- Gross receipts
- $162,874
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 |
|---|---|---|---|
| STEPHANIE TRIMIS | PRESIDENT | 5 | $0 |
| CHRISTIANA MARCHESE | EXEC VICE PR | 4 | $0 |
| JESSICA HURLEY | SECRETARY | 2 | $0 |
| KATE BELMONT | TREASURER | 5 | $0 |
| STEFANIE GRAVES | VP OF COMMUN | 2 | $0 |
| NINETTE KINKEAD | VP OF MEMBER | 2 | $0 |
| ALBERT GALURA | VP OF VOLUNT | 2 | $0 |
990-EZ for the year ended June 30, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Stephanie Trimis | President | 5 | $0 |
| Rachel Hawk | Vice President | 4 | $0 |
| Jessica Hurley | Secretary | 2 | $0 |
| Kate Belmont | Treasurer | 5 | $0 |
| Nick Trimis | Parliamentarian | 2 | $0 |
| Ellen Chang-Weiding | Memberships | 2 | $0 |
| Stefanie Graves | Communications | 2 | $0 |
| Marco Drapeau | Principal | 1 | $0 |
| Molly Stewart | Teacher Liaison | 2 | $0 |
| Socorro Robles | Office Liaison | 1 | $0 |
990-EZ for the year ended June 30, 2023: 16 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jessica Hernandez | President | 5 | $0 |
| Melinda Therkalsen | Secretary | 2 | $0 |
| Anna Lamanna | Treasurer | 5 | $0 |
| Ellen Chang-Weidig | VP Memberships | 1 | $0 |
| Stephanie Logan | VP Volunteers | 0.5 | $0 |
| Michelle Barnett | Auditor | 3 | $0 |
| Stephanie Trimis | Expressive Kids | 5 | $0 |
| Chris Rascon | Academic Achievers | 1 | $0 |
| Rachel Hawk | Community Builders Chair | 2 | $0 |
| Brittany Sarnoski | Healthy Choices | 2 | $0 |
| Kate Belmont | Logo Wear Lead | 2 | $0 |
| Sara Holden | Community Builders | 1 | $0 |
| Marco Drapeau | Principal | 1 | $0 |
| Molly Stewart | Teacher Liason | 2 | $0 |
| Kristen Kilian | Teacher Liason | 1 | $0 |
| Socorro Robles | Office Liason | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 4741 SANTA MONICA AVE, SAN DIEGO, CA 92107-2208
- In care of
- % CATHERINE CRZESKOWIAK
- Mailing address (990-N for 2007)
- 4741 SANTA MONICA AVENUE, SAN DIEGO CA 92107
- Principal officer (990-N for 2007)
- Shelli Kurth, 4741 Santa Monica Avenue, San Diego CA 92107
- Signed the 990-EZ
- STEPHANIE TRIMIS, PRESIDENT
- Phone
- (858) 988-2300
- Website
- obelementary.com
- Return prepared by
- CARLSBAD CERTIFIED PUBLIC ACCOUNTANTS
California records
California keeps its own records of charities and corporations. Search them by EIN 03-0462303 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
OUR MISSION IS TO POSITIVELY IMPACT THE LIVES OF ALL CHILDREN AND FAMILIES.
Program accomplishments
- TO ENRICH THE LEARNING OF STUDENTSExpenses $96,333
- TO PROMOTE THE WELFARE OF THE STUDENTSExpenses $25,144
- TO SUPPORT THE STAFF AND INCREASE HOME/COMMUNITY INVOLVEMENTExpenses $8,762
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
- 03-0462303
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Exempt since
- 1943
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $111,372
- Income (IRS master file)
- $162,874
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $103,135 | $134,788 | $111,372 | XML |
| 990-EZ | June 2024 | $95,075 | $121,328 | $150,219 | XML |
| 990-EZ | June 2023 | $149,410 | $65,839 | $169,278 | XML |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2020 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
| 990-EZ | June 2018 | – | – | – | IRS |
| 990-N for 2007 Officer: Shelli Kurth | June 30, 2008 | ≤ $50,000 receipts | – | – | e-Postcard |
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 03-0462303).
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 03-0462303.
- 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 1943.
- 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 is the principal officer of PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC?
- The 990-N for 2007 names Shelli Kurth.
- 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 7 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 $103,135, expenses of $134,788 and total assets of $111,372 at year end.
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