Nonprofit · EIN 20-3182913
PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC
Also known as SYCAMORE RIDGE PTA
Tax-exempt · SAN DIEGO, CA 92130
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $70,420 | $77,407 | -$6,987 | $74,343 | – | $74,343 |
| June 30, 2024 | 990-EZ | $68,399 | $45,762 | $22,637 | $81,330 | – | $81,330 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $13,137
- Membership dues
- $47,829
- Investment income
- $821
- Net income from fundraising events
- $6,126
- Other revenue
- $2,507
Expenses
- Grants and similar amounts paid
- $44,300
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $1,700
- Other expenses
- $31,407
- Program services (functional)
- $65,650
Balance sheet and other
- Total assets, start of year
- $81,330
- Total assets, end of year
- $74,343
- Total liabilities, end of year
- –
- Net assets, end of year
- $74,343
- Cash, savings and investments
- $74,343
- Gross receipts
- $112,156
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 |
|---|---|---|---|
| BIANCA PLOTKIN | VP HEALTH&SFTY | 1.25 | $0 |
| KATHY O'NEILL | PARLIAMENTARIAN | 1.25 | $0 |
| ANA PONS-BARBER | Secretary | 0.75 | $0 |
| PRIYA MERRILL | FIN. SECRETARY | 1.25 | $0 |
| SARA LAKE | President | 20 | $0 |
| CHUNG H LU | Treasurer | 2 | $0 |
| MEGAN SCANDERBERG | Historian | 1.75 | $0 |
| SANDY TANAKA | Vice President | 2 | $0 |
990-EZ for the year ended June 30, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BERNHARD PETERS | AUDITOR | 0.25 | $0 |
| GREGORY READE | Vice President | 2 | $0 |
| KUAN-BEI CHEN | VP HEALTH&SFTY | 0.63 | $0 |
| KATHY O'NEILL | FIN SECRETARY | 1.25 | $0 |
| ANA PONS-BARBER | Secretary | 2 | $0 |
| PRIYA MERRILL | Parliamentarian | 0.75 | $0 |
| SARA LAKE | President | 10 | $0 |
| CHUNG H LU | Treasurer | 3.5 | $0 |
| KATE KIM | VP Programs | 1 | $0 |
| MEGAN SCANDERBERG | Historian | 1.1 | $0 |
| SANDY TANAKA | VP Ways & Means | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 5333 OLD CARMEL VALLEY RD, SAN DIEGO, CA 92130-2650
- Signed the 990-EZ
- JODY FOLK, Treasurer
- Phone
- (858) 755-1060
- Website
- sycamoreridgepta.com
- Return prepared by
- TIERNAN FINANCIAL SERVICES INC
California records
California keeps its own records of charities and corporations. Search them by EIN 20-3182913 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
THE PURPOSE OF THIS ASSOCIATION, IN COMMON WITH THE PURPOSES OF THE NATIONAL PTA AND THE CALIFORNIA STATE PTA ARE A) TO PROMOTE THE WELFARE OF CHILDREN AND YOUTH IN HOME, SCHOOL, COMMUNITY AND PLACE OF WORSHIP B) TO RAISE THE STANDARDS OF HOME LIFE C) TO SECURE ADEQUATE LAWS FOR THE CARE AND PROTECTION OF CHILDREN AND YOUTH D) TO BRING INTO CLOSER RELATION THE HOME AND THE SCHOOL, THAT PARENTS AND TEACHERS MAY COOPERATE INTELLIGENTLY IN THE EDUCATION OF CHILDREN AND YOUTH, AND E) TO DEVELOP BETWEEN EDUCATORS AND THE GENERAL PUBLIC SUCH UNITED EFFORTS AS WILL SECURE FOR ALL CHILDREN AND YOUTH THE HIGHEST ADVANTAGES IN PHYSICAL, MENTAL, SOCIAL, AND SPIRITUAL EDUCATION
Program accomplishments
- ENRICH CHILDREN'S EDUCATIONASSEMBLIES, CLUBS, ACADEMIC COMPETITIONS, FIELD DAY, FIELD TRIPS, STALLION SPRINTERS, WORLD FESTIVAL, STALLION GARDENExpenses $8,179
- SUPPORT TEACHERS AND STAFFTEACHER MINI GRANTS, STAFF APPRECIATION, STAFF MEALS, SCHOOL DONATION, STAFF & COMMITTEE SUPPORTExpenses $55,099 · grants $44,300
- FAMILY AND COMMUNITY INVOLVEMENT6TH GRADE PROMOTION, GAME NIGHT, RED RIBBON WEEK, BACK TO SCHOOL, WESTMONT SENIOR LIVING ACTIVITIES, COMMUNICATION, IN-SCHOOL PROGRAMSExpenses $2,372
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
- 20-3182913
- 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)
- $74,343
- Income (IRS master file)
- $112,156
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $70,420 | $77,407 | $74,343 | IRS |
| 990-EZ | June 2024 | $68,399 | $45,762 | $81,330 | 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 20-3182913).
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 20-3182913.
- 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 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 8 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 $70,420, expenses of $77,407 and total assets of $74,343 at year end.
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