Nonprofit · EIN 23-7350795
PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC
Also known as WESTWOOD ELEMENTARY PTA
Tax-exempt · SAN DIEGO, CA 92127
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $81,408 | $73,851 | $7,557 | $29,083 | – | $29,083 |
| June 30, 2024 | 990-EZ | $69,787 | $83,342 | -$13,555 | $21,526 | – | $21,526 |
| June 30, 2023 | 990-EZ | $86,336 | $93,221 | -$6,885 | $35,081 | $0 | $35,081 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $6,655
- Program service revenue
- $74,750
- Investment income
- $3
Expenses
- Compensation of officers, directors and key employees
- $0
- Other expenses
- $73,851
- Program services (functional)
- $73,851
Balance sheet and other
- Total assets, start of year
- $21,526
- Total assets, end of year
- $29,083
- Total liabilities, end of year
- –
- Net assets, end of year
- $29,083
- Cash, savings and investments
- $29,083
- Gross receipts
- $81,408
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 |
|---|---|---|---|
| Lizeth Burkholder | President | 6 | $0 |
| Lora Marconi | Executive VP | 0 | $0 |
| Laura Ozeck | Treasurer | 6 | $0 |
| Rachel Schneider | Secretary | 3 | $0 |
| Morgan Burgwald | VP Membership | 2 | $0 |
| Arthur Reppas | Finan Secretary | 0 | $0 |
| Edward Smith | Financ Reviewer | 1 | $0 |
990-EZ for the year ended June 30, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Lizeth Burkholder | President | 0 | $0 |
| Lora Marconi | Executive VP | 0 | $0 |
| Laura Ozeck | Treasurer | 0 | $0 |
| Rachel Schneider | Secretary | 0 | $0 |
| Morgan Burgwald | VP Membership | 0 | $0 |
| Arthur Reppas | Finan Secretary | 0 | $0 |
| Edward Smith | Financ Reviewer | 0 | $0 |
990-EZ for the year ended June 30, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LIZETH BURKHOLDER | PRESIDENT | 6 | $0 |
| LORA MARCONI | EXECUTIVE VICE PRESIDENT | 0 | $0 |
| LAURA OZECK | TREASURER | 6 | $0 |
| RACHEL SCHNEIDER | SECRETARY | 3 | $0 |
| MORGAN BURGWALD | VP MEMBERSHIP | 2 | $0 |
| ARTHUR REPPAS | FINANCIAL SECRETARY | 0 | $0 |
| EDWARD SMITH | FINANCIAL REVIEWER | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 17449 MATINAL RD, SAN DIEGO, CA 92127-1205
- Mailing address (990-N for 2015)
- 17449 Matinal road, San Diego CA 92127
- Principal officer (990-N for 2015)
- Pallavi Saraswat, 17449 Matinal road, San Diego CA 92127
- Signed the 990-EZ
- Laura Ozeck, Treasurer
- Phone
- (619) 994-0248
- Return prepared by
- Daniel Teran CPA
California records
California keeps its own records of charities and corporations. Search them by EIN 23-7350795 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
Parent Teacher Organization supporting academic programs and student enrichment events at school.
Program accomplishments
- Parent Teacher Organization supporting academic programs and student enrichment events at schoolExpenses $73,851
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
- 23-7350795
- 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)
- $29,083
- Income (IRS master file)
- $81,408
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $81,408 | $73,851 | $29,083 | IRS |
| 990-EZ | June 2024 | $69,787 | $83,342 | $21,526 | IRS |
| 990-EZ | June 2023 | $86,336 | $93,221 | $35,081 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
| 990-EZ | June 2018 | – | – | – | IRS |
| 990-N for 2015 Officer: Pallavi Saraswat | June 30, 2016 | ≤ $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 23-7350795).
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 23-7350795.
- 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 2015 names Pallavi Saraswat.
- 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 $81,408, expenses of $73,851 and total assets of $29,083 at year end.
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