Nonprofit · EIN 20-5947705
PTA CALIFORNIA CONGRESS OF PARENTSTEACHERS AND STUDENTS INC
Also known as BARNARD PTA, Barnard PTA
Tax-exempt · SAN DIEGO, CA 92109
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $237,009 | $180,609 | $56,400 | $269,424 | $0 | $269,424 |
| June 30, 2024 | 990 | $218,880 | $242,233 | -$23,353 | $213,024 | $0 | $213,024 |
| June 30, 2023 | 990 | $208,678 | $203,837 | $4,841 | $236,377 | $0 | $236,377 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $138,019
- Membership dues
- $110,940
- Program service revenue
- $15,506
- Investment income
- $6,201
- Net income from fundraising events
- $77,283
- Other revenue
- $77,283
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $1,652
- Program services (functional)
- $176,455
- Management and general (functional)
- $4,154
Balance sheet and other
- Total assets, start of year
- $213,024
- Total assets, end of year
- $269,424
- Total liabilities, end of year
- $0
- Net assets, end of year
- $269,424
- Gross receipts
- $257,318
- Employees
- 0
- Volunteers
- 100
- Year formed
- 2006
- State of legal domicile
- CA
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 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Zachary Burton | President Trustee or director | 5 | $0 |
| Kent Lee | Treasurer Trustee or director | 5 | $0 |
| Yvonne Kenniston | Parlimentarian Trustee or director | 1 | $0 |
| Elsa Leon | Director Trustee or director | 1 | $0 |
| Karen Chern | Secretary Trustee or director | 1 | $0 |
| Amy Bard | Historian Trustee or director | 1 | $0 |
| Sergio Rodriguez | Vice President Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jeanette Woodward | President Trustee or director | 5 | $0 |
| Kent Lee | Parlimentarian Trustee or director | 1 | $0 |
| Gisa Dang | Secretary Trustee or director | 1 | $0 |
| Elsa Leon | Treasurer Trustee or director | 5 | $0 |
| Zach Burton | Vice President Trustee or director | 1 | $0 |
| Grace Yu | Historian Trustee or director | 1 | $0 |
| Sergio Rodriguez | Auditor Trustee or director | 1 | $0 |
990 for the year ended June 30, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jeanette Woodward | Vice President Trustee or director | 5 | $0 |
| Jennette Shay | President Trustee or director | 5 | $0 |
| Gisa Dang | Secretary Trustee or director | 1 | $0 |
| Elsa Leon | Treasurer Trustee or director | 5 | $0 |
| Zach Burton | Parliamentarian Trustee or director | 1 | $0 |
| Grace Yu | Historian Trustee or director | 1 | $0 |
| Scott Moore | Auditor Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 2445 FOGG ST, SAN DIEGO, CA 92109-4855
- In care of
- % LILY HIGMAN
- Mailing address (990-N for 2012)
- 2445 Fogg Street, San Diego CA 92109
- Principal officer (990 for 2024)
- Kent Lee, 2445 Fogg St, San Diego, CA 92109
- Principal officer (990-N for 2012)
- Lily Higman, 2445 Fogg Street, San Diego CA 92109
- Signed the 990
- Kent Lee, Treasurer
- Phone
- (858) 800-5700
- Website
- barnardfriendsandfamily.org
- Return prepared by
- PREMIER WEALTH ADVISORS Inc
California records
California keeps its own records of charities and corporations. Search them by EIN 20-5947705 or by the name PTA CALIFORNIA CONGRESS OF PARENTSTEACHERS AND 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 positively impact the lives of the children and families of Barnard Elementary.
Program accomplishments
- Financial support of Barnard Elementary school with classroom curriculum programs and supplies.Expenses $69,919
- Financial support of Barnard Elementary school with field trips, extra-curricular activities and enrichment programs.Expenses $64,467
- Financial support of Barnard Elementary school with classroom chinese language teaching aides and interns.Expenses $42,069
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 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 20-5947705
- 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)
- $269,424
- Income (IRS master file)
- $257,318
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $237,009 | $180,609 | $269,424 | XML |
| 990 | June 2024 | $218,880 | $242,233 | $213,024 | XML |
| 990 | June 2023 | $208,678 | $203,837 | $236,377 | XML |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
| 990-EZ | June 2018 | – | – | – | IRS |
| 990-N for 2012 Officer: Lily Higman | June 30, 2013 | ≤ $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 20-5947705).
Questions about PTA CALIFORNIA CONGRESS OF PARENTSTEACHERS AND STUDENTS INC
- What is the EIN of PTA CALIFORNIA CONGRESS OF PARENTSTEACHERS AND STUDENTS INC?
- The employer identification number (EIN) of PTA CALIFORNIA CONGRESS OF PARENTSTEACHERS AND STUDENTS INC is 20-5947705.
- Is PTA CALIFORNIA CONGRESS OF PARENTSTEACHERS AND 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 PARENTSTEACHERS AND 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 PARENTSTEACHERS AND 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 PARENTSTEACHERS AND STUDENTS INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of PTA CALIFORNIA CONGRESS OF PARENTSTEACHERS AND STUDENTS INC?
- The 990 for the year ended June 30, 2025 names Kent Lee.
- Who are the officers and directors of PTA CALIFORNIA CONGRESS OF PARENTSTEACHERS AND STUDENTS INC?
- The 990 for the year ended June 30, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does PTA CALIFORNIA CONGRESS OF PARENTSTEACHERS AND STUDENTS INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $237,009, expenses of $180,609 and total assets of $269,424 at year end.
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