Nonprofit · EIN 33-0169656
PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC
Also known as LA COSTA HEIGHTS ELEMENTARY PTA
Tax-exempt · CARLSBAD, CA 92009
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $171,507 | $169,436 | $2,071 | $159,771 | – | $159,771 |
| June 30, 2024 | 990 | $190,221 | $197,125 | -$6,904 | $157,702 | $0 | $157,702 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Net income from fundraising events
- $171,507
Expenses
- Grants and similar amounts paid
- $110,000
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $1,833
- Other expenses
- $57,603
- Program services (functional)
- $179,807
Balance sheet and other
- Total assets, start of year
- $157,702
- Total assets, end of year
- $159,771
- Total liabilities, end of year
- –
- Net assets, end of year
- $159,771
- Cash, savings and investments
- $159,771
- Gross receipts
- $189,907
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 |
|---|---|---|---|
| JENNY ADAMS | President | 20 | $0 |
| LLANA LEMBERGER | EXECUTIVE VP | 20 | $0 |
| LUCY BATISTA | RECORDING SECRE | 10 | $0 |
| MELISSA FORREST | Treasurer | 20 | $0 |
| AMY KLINE | FINANCIAL SECRE | 10 | $0 |
| COURTNEY KENNEY | VP PROGRAMS | 10 | $0 |
| RENE DAVIS | VP WAYS & MEANS | 10 | $0 |
| LAUREN NEWMARK | VP COMMUNICATIO | 10 | $0 |
| KATY ZIEN | VP LEGISLATION | 10 | $0 |
| SARAH MCHUGH | VP HEALTH & WEL | 10 | $0 |
| ERIN DUNN | AUDITOR | 2 | $0 |
| HEATHER CALVIN | HISTORIAN | 2 | $0 |
| JESSICA FERNANDES | CORRESPONDING S | 2 | $0 |
| NICKI HOLT | PARLIMENTARIAN | 1 | $0 |
990 for the year ended June 30, 2024: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JENNY ADAMS | PRESIDENT Officer | 20 | $0 |
| ILANA LEMBERGER | EXECUTIVE VP Officer | 20 | $0 |
| LUCY BATISTA | RECORDING SECRETARY Officer | 10 | $0 |
| MELISSA FORREST | TREASURER Officer | 20 | $0 |
| STACEY KARTAGENER | FINANCIAL SECRETARY Officer | 10 | $0 |
| COURTNAY KENNEY | VP PROGRAMS Officer | 10 | $0 |
| SARAH BRYANT | VP WAYS & MEANS Officer | 10 | $0 |
| LAUREN NEWMARK | VP COMMUNICATIONS Officer | 10 | $0 |
| REBECCA DORN | VP LEGISLATION Officer | 10 | $0 |
| NANCY DUGERY | AUDITOR Officer | 2 | $0 |
| HEATHER CALVIN | HISTORIAN Officer | 2 | $0 |
| JESSICA FERNANDES | CORRESPONDING SECRETARY Officer | 2 | $0 |
| ERICA ENGELL | PALIAMENTARIAN Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 3035 LEVANTE ST, CARLSBAD, CA 92009-8331
- Signed the 990-EZ
- JANET WENNES, CPA
- Phone
- (760) 944-4375
- Return prepared by
- JL Wennes CPAs Inc
California records
California keeps its own records of charities and corporations. Search them by EIN 33-0169656 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 FUNDING FOR VARIOUS PROGRAMS AVAILABLE TO THE STUDENTS OF LA COSTA HEIGHTS AS WELL AS PROVIDE FUNDING FOR GRANTS AND OTHER MONETARY REQUEST WHICH SUPPORT THE SCHOOL'S CURRICULUM AND ACTIVITIES.
Program accomplishments
- AMOUNTS DONATED TO EUSD FOR THOSE TEACHERS THAT PROVIDE LCH STUDENTS ENRICHMENT AND INSTRUCTIONAL SUPPORTExpenses $110,000
- AMOUNTS PAID TO FUND CLASSROOMS, ENRICHMENT SUPPLIES AND CONSUMABLES, MEDIA CENTER, MINI GRANTS. STUDY BUDDY PROGRAM, AND SELECTE PLAYGROUND EQUIPMENT AND SUPPLIESExpenses $44,576
- INCOME RECEIVED AND AMOUNTS PAID FOR SELECT SCHOOL EVENTS (INCLUDING FUNDRAISING EVENTS) LIKE FUND RUNS, FAMILY DANCE, MOVIE NIGHTS, CARNIVALS, ETC.Expenses $25,231
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 on file |
IRS record
- EIN
- 33-0169656
- 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)
- $170,153
- Income (IRS master file)
- $222,107
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $171,507 | $169,436 | $159,771 | XML |
| 990 | June 2024 | $190,221 | $197,125 | $157,702 | XML |
| 990 | June 2023 | $195,733 | $190,163 | $164,606 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | 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 33-0169656).
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 33-0169656.
- 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 14 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 $171,507, expenses of $169,436 and total assets of $159,771 at year end.
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