Nonprofit · EIN 33-0516688
PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC
Also known as RICHARD HENRY LEE ELEMENTARY PTA
Tax-exempt · LOS ALAMITOS, CA 90720
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $234,685 | $218,076 | $16,609 | $72,280 | $0 | $72,280 |
| June 30, 2024 | 990-EZ | $150,825 | $155,128 | -$4,303 | $55,671 | – | $55,671 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $126,950
- Program service revenue
- $51,254
- Investment income
- $55
- Net income from fundraising events
- $56,426
- Other revenue
- $56,426
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
- $754
- Program services (functional)
- $214,003
- Management and general (functional)
- $4,073
Balance sheet and other
- Total assets, start of year
- $55,671
- Total assets, end of year
- $72,280
- Total liabilities, end of year
- $0
- Net assets, end of year
- $72,280
- Net assets without donor restrictions
- $72,280
- Gross receipts
- $293,929
- Employees
- 0
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 |
|---|---|---|---|
| Heather Garcia | VP Membership Trustee or director | 3 | $0 |
| Alyssa Olveda | Auditor Trustee or director | 1 | $0 |
| Aimee Moraca | Financial Secre Trustee or director | 7.5 | $0 |
| Priscilla Gonzalez | Historian Trustee or director | 2.5 | $0 |
| Stacy Yortzidis | Parliamentarian Trustee or director | 2 | $0 |
| Alisa Hernandez | VP Fundraising Trustee or director | 3 | $0 |
| Shannon Shondeff | President Officer | 10 | $0 |
| Karen Miller | Secretary Officer | 5 | $0 |
| Nicole Moya | Executive VP Officer | 3 | $0 |
| Stephanie Taylor | Treasurer Officer | 5 | $0 |
990-EZ for the year ended June 30, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Nicole Moya | President | 10 | $0 |
| Stephanie Taylor | Executive VP | 3 | $0 |
| Stacy Yortzidis | VP Membership | 3 | $0 |
| Aimee Moraca | Treasurer | 5 | $0 |
| Khatija Bholat-Minter | Auditor | 1 | $0 |
| Kirsten Powers | Financial Secre | 7.5 | $0 |
| Heather Garcia | Historian | 2.5 | $0 |
| Alyssa Olveda | Parliamentarian | 2 | $0 |
| Lindsay McCullough | VP Fundraising | 3 | $0 |
Address and contacts
- Address (IRS master file)
- 11481 FOSTER RD, LOS ALAMITOS, CA 90720-3818
- Signed the 990
- Stephanie Taylor, Treasurer
- Return prepared by
- HOLMQUIST LIEWALD LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 33-0516688 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 SUPPORT AND ADVOCATE FOR THE CHILDREN ATTENDING LEE ELEMENTARY SCHOOL.
Program accomplishments
- STUDENT ENRICHMENT, EDUCATION AND SUPPORT; TECHNOLOGY, MEDIA CENTER, SPORTS CLUBS, READING, AND ART PROGRAM SUPPORT; PARENT EDUCATION, LEGISLATION INFORMATION, SEX AND DRUG EDUCATION; COMMUNITY PROGRAMS.Expenses $214,003
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-EZ on file |
IRS record
- EIN
- 33-0516688
- 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)
- $72,280
- Income (IRS master file)
- $293,929
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $234,685 | $218,076 | $72,280 | IRS |
| 990-EZ | June 2024 | $150,825 | $155,128 | $55,671 | XML |
| 990-EZ | June 2023 | – | – | – | IRS |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | 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 33-0516688).
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 33-0516688.
- 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 for the year ended June 2025.
- Who are the officers and directors of PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC?
- The 990 for the year ended June 30, 2025 lists 10 people; 0 received compensation from the organization.
- How much revenue does PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $234,685, expenses of $218,076 and total assets of $72,280 at year end.
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