Nonprofit · EIN 33-0530575
LAKE FOREST ELEMENTARY PTO
Tax-exempt · LAKE FOREST, CA 92630
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $59,347 | $65,788 | -$6,441 | $92,130 | $71 | $92,059 |
| June 30, 2024 | 990 | $51,980 | $57,572 | -$5,592 | $98,571 | $71 | $98,500 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $102
- Program service revenue
- $0
- Investment income
- $242
- Net income from fundraising events
- $59,003
- Other revenue
- $59,003
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $61,798
- Management and general (functional)
- $3,990
Balance sheet and other
- Total assets, start of year
- $98,571
- Total assets, end of year
- $92,130
- Total liabilities, end of year
- $71
- Net assets, end of year
- $92,059
- Net assets without donor restrictions
- $92,059
- Gross receipts
- $75,983
- Employees
- 0
- Year formed
- 1994
- 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 |
|---|---|---|---|
| KERI HELLINGA | VP OF VOLUNTEERS Trustee or director | 5 | $0 |
| MELISSA HARTSON | RECORDING SECRETARY Trustee or director | 5 | $0 |
| JILLIAN MITCHELL | PARLIMENTARIAN Trustee or director | 5 | $0 |
| COURTNEY JONES | PRESIDENT Trustee or director | 5 | $0 |
| KIN DURAN | TEACHER LIASONS Trustee or director | 5 | $0 |
| AMY HORITA | FINANCIAL SECRETARY Trustee or director | 5 | $0 |
| SAM MCINTOSH | VP OF FUNDRAISING Trustee or director | 5 | $0 |
| TRICIA SKAGGS | TEACHER LIASONS Trustee or director | 5 | $0 |
| ERICA LOGIUDICE | EXECUTIVE VICE PRESIDENT Trustee or director | 0 | $0 |
| CAROL HARRIS | VP OF VOLUNTEERS Trustee or director | 0 | $0 |
| ANNALIZA SMITH | VP OF COMMUNICATIONS Trustee or director | 0 | $0 |
| CARYN MCGREW | PRINCIPAL Trustee or director | 0 | $0 |
| SHERI SEBILIAN | TREASURER Trustee or director | 0 | $0 |
| MICHELLE AARONS | TREASURER Trustee or director | 0 | $0 |
990 for the year ended June 30, 2024: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CAROL HARRIS | VP OF VOLUNTEERS Trustee or director | 0 | $0 |
| ERICA LOGIUDICE | VICE PRESIDENTTREASURER Trustee or director | 0 | $0 |
| ROBIN DUDNICK | TEACHER LIASONS Trustee or director | 5 | $0 |
| ANNALIZA SMITH | VP OF COMMUNICATIONS Trustee or director | 0 | $0 |
| CHRISTINE PEREZ | VP FUNDRAISING Trustee or director | 0 | $0 |
| DENISSE ALVAREZ | EXECUTIVE VICE PRESIDENT Trustee or director | 0 | $0 |
| CARYN MCGREW | PRINCIPAL Trustee or director | 0 | $0 |
| JILLIAN MITCHELL | PARLIMENTARIAN Trustee or director | 5 | $0 |
| MELISSA HARTSON | RECORDING SECRETARY Trustee or director | 5 | $0 |
| KERI HELLINGA | VP OF VOLUNTEERS Trustee or director | 5 | $0 |
| COURTNEY JONES | PRESIDENT Trustee or director | 5 | $0 |
| SAM MCINTOSH | VP OF FUNDRAISING Trustee or director | 5 | $0 |
| AMY HORITA | FINANCIAL SECRETARY Trustee or director | 5 | $0 |
| KELLY SKOMSVOLD | TEACHER LIASONS Trustee or director | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 21801 PITTSFORD, LAKE FOREST, CA 92630-7518
- In care of
- % ERICA LOGIUDICE
- Signed the 990
- ERICA LOGIUDICE, TREASURER
- Phone
- (949) 830-9945
- Return prepared by
- BUTLER BRIER & CO
California records
California keeps its own records of charities and corporations. Search them by EIN 33-0530575 or by the name LAKE FOREST ELEMENTARY PTO.
- 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
GIFTS AND GRANTS TO LAKE FOREST ELEMENTARY 800+ STUDENTS
Program accomplishments
- ALL OTHER PROGRAM SERVICESExpenses $55,289
- TEACHER START UP FUND REIMBURSED TEACHER FOR SUPPLIES THEY PERSONALLY BOUGHTExpenses $6,509
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
- 33-0530575
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1994
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $92,130
- Income (IRS master file)
- $75,983
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $59,347 | $65,788 | $92,130 | XML |
| 990 | June 2024 | $51,980 | $57,572 | $98,571 | XML |
| 990 | June 2023 | $40,151 | $42,058 | $104,163 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | 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 33-0530575).
Questions about LAKE FOREST ELEMENTARY PTO
- What is the EIN of LAKE FOREST ELEMENTARY PTO?
- The employer identification number (EIN) of LAKE FOREST ELEMENTARY PTO is 33-0530575.
- Is LAKE FOREST ELEMENTARY PTO tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Are donations to LAKE FOREST ELEMENTARY PTO tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LAKE FOREST ELEMENTARY PTO 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 LAKE FOREST ELEMENTARY PTO 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 LAKE FOREST ELEMENTARY PTO 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 LAKE FOREST ELEMENTARY PTO?
- The 990 for the year ended June 30, 2025 lists 14 people; 0 received compensation from the organization.
- How much revenue does LAKE FOREST ELEMENTARY PTO have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $59,347, expenses of $65,788 and total assets of $92,130 at year end.
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