Nonprofit · EIN 33-0352001
PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC
Also known as MISSION ESTANCIA 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 | $131,189 | $114,088 | $17,101 | $149,063 | – | $149,063 |
| June 30, 2024 | 990-EZ | $115,682 | $145,051 | -$29,369 | $131,962 | – | $131,962 |
| June 30, 2023 | 990-EZ | $135,814 | $122,748 | $13,066 | $161,331 | – | $161,331 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $68,362
- Program service revenue
- $4,709
- Investment income
- $1,270
- Net income from fundraising events
- $56,848
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $600
- Other expenses
- $113,488
- Program services (functional)
- $108,829
Balance sheet and other
- Total assets, start of year
- $131,962
- Total assets, end of year
- $149,063
- Total liabilities, end of year
- –
- Net assets, end of year
- $149,063
- Cash, savings and investments
- $62,952
- Land and buildings
- $50,000
- Gross receipts
- $133,213
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 |
|---|---|---|---|
| KATHERINE KINCAID | Co-President | 20 | $0 |
| DIANE ROSE | Vice President | 20 | $0 |
| JAMIE GUTTERIDGE | Treasurer | 10 | $0 |
| STEPHANIE WHITEHOUSE | Auditor | 10 | $0 |
| KRISTIN HARDWICK | Secretary | 10 | $0 |
| SARAH KNEISEL | Secretary | 10 | $0 |
| ELIZABETH MOORE | Secretary | 1 | $0 |
| MEGAN O'LEARY | Vice President | 1 | $0 |
| AMANDA REUTHER | Vice President | 1 | $0 |
| KIM MEANS | Vice President | 1 | $0 |
| BRIANNE KILLINGER | Historian | 1 | $0 |
| BRITTA ELLIS | Co-President | 20 | $0 |
| MARIAH GRACE | Vice President | 1 | $0 |
| VAL WALLACE | Vice President | 1 | $0 |
| AMBER-MORNING PAPAGEORGE | Vice President | 1 | $0 |
990-EZ for the year ended June 30, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFF LADMAN | President | 20 | $0 |
| JESSICA WILLIAMS | Vice President | 20 | $0 |
| JAMIE GUTTERIDGE | Treasurer | 10 | $0 |
| STEPHANIE WHITEHOUSE | Auditor | 10 | $0 |
| RACHEL GRIFFIN | Secretary | 10 | $0 |
| SAMI PATEL | Vice President | 1 | $0 |
| STEPHEN GUNDERSON | Secretary | 1 | $0 |
| LAUREN MORTON | Vice President | 1 | $0 |
| DANIELLE WARNER | Vice President | 1 | $0 |
| AMBER-MORNING PAPAGEORGE | Vice President | 1 | $0 |
| BRIANNE KILLINGER | Historian | 1 | $0 |
990-EZ for the year ended June 30, 2023: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JESSICA WILLIAMS | President | 20 | $0 |
| LAUREN BOAZ | President | 20 | $0 |
| JAMIE GUTTERIDGE | Vice President | 10 | $0 |
| STEPHANIE WHITEHOUSE | Treasurer | 10 | $0 |
| RACHEL GRIFFIN | Secretary | 1 | $0 |
| HEIDI BEACHAM | Vice President | 1 | $0 |
| LISA NORTON | Secretary | 1 | $0 |
| JENNY MCGREEVY | Vice President | 1 | $0 |
| HEIDI LINDSAY | Vice President | 1 | $0 |
| VAL WALLACE | Vice President | 1 | $0 |
| AMY PLEICKHARDT | Vice President | 1 | $0 |
| BRITT RIEDLER | Vice President | 1 | $0 |
| JENNIFER RYAN | Historian | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 3330 CALLE BARCELONA, CARLSBAD, CA 92009-9319
- Signed the 990-EZ
- JAMIE GUTTERIDGE, Treasurer
- Phone
- (760) 943-2004
- Website
- mepta.org
- Return prepared by
- FILIPOVITCH & CO
California records
California keeps its own records of charities and corporations. Search them by EIN 33-0352001 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 PROMOTE AND ADVOCATE FOR THE STUDENTS OF MISSION ESTANCIA ELEMENTARY SCHOOL
Program accomplishments
- EDUCATIONAL SUPPORT: ACADEMIC PROGRAMS, CLASSROOM SUPPLIES & EQUIPMENTExpenses $88,804
- COMMUNITY SUPPORT: SOCIAL EVENTS, DIRECTORY & BULLETINS, STAFF APPRECIATION, CAMPUS BEAUTIFICATIONExpenses $13,680
- HEALTH & WELFARE SUPPORT: PHYSICAL EDUCATION PROGRAMS & EQUIPMENT, STUDENT AWARDS & REWARDSExpenses $6,345
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
- 33-0352001
- 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)
- $149,063
- Income (IRS master file)
- $133,213
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $131,189 | $114,088 | $149,063 | IRS |
| 990-EZ | June 2024 | $115,682 | $145,051 | $131,962 | XML |
| 990-EZ | June 2023 | $135,814 | $122,748 | $161,331 | XML |
| 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 33-0352001).
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 33-0352001.
- 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 15 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 $131,189, expenses of $114,088 and total assets of $149,063 at year end.
Other nonprofits in CARLSBAD
- GEMOLOGICAL INSTITUTE OF AMERICA INC EIN 95-3797687 · last filed 990 for 2024
- GUEST HOUSE MINISTRIES FOUNDATION INC EIN 91-2167994 · last filed 990-PF for 2025
- GIA HOLDINGS INC EIN 33-0990032 · last filed 990 for 2024
- PACIFIC RIDGE SCHOOL EIN 86-1061606 · last filed 990 for 2025
- N-LOREM FOUNDATION EIN 84-3288113 · last filed 990 for 2025
- HOSPICE OF THE NORTH COAST EIN 95-3646269 · last filed 990 for 2025
- NATIONAL ASSOCIATION OF MUSIC MERCHANTS INC EIN 36-2026009 · last filed 990 for 2025
- ARMY & NAVY ACADEMY EIN 95-1184512 · last filed 990 for 2025