Nonprofit · EIN 33-0618736
PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC
Also known as SOUTH LAKE MIDDLE PTSA
Tax-exempt · IRVINE, CA 92614
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $50,439 | $46,617 | $3,822 | $31,171 | $0 | $31,171 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $7,400
- Membership dues
- $1,790
- Program service revenue
- $0
- Investment income
- $0
- Net income from fundraising events
- $36,938
- Net income from sales of inventory
- $240
- Other revenue
- $4,071
Expenses
- Grants and similar amounts paid
- $43,621
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Other expenses
- $2,996
- Program services (functional)
- $40,028
Balance sheet and other
- Total assets, start of year
- $27,349
- Total assets, end of year
- $31,171
- Total liabilities, end of year
- $0
- Net assets, end of year
- $31,171
- Cash, savings and investments
- $31,171
- Gross receipts
- $69,138
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 |
|---|---|---|---|
| JILL PEARSON | PRESIDENT | 10 | $0 |
| GRACE LIN | TREASURER | 5 | $0 |
| RACHEL PHELPS | RECORDING SECRETARY | 5 | $0 |
| STEPHANIE ROCKOFF | FINANCIAL SECRETARY | 5 | $0 |
| MICHELLE SMITH | AUDITOR | 5 | $0 |
| SYLVIA TESTERMAN | PARLIAMENTARIAN | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 655 W YALE LOOP, IRVINE, CA 92614-7939
- Mailing address (990-N for 2023)
- 655 West Yale Loop, Irvine CA 92614
- Principal officer (990-N for 2023)
- Rachel Phelps, 25 Whistling Isle, Irvine CA 92614
- Signed the 990-EZ
- Rachel Phelps, Secretary
- Phone
- (949) 936-6700
California records
California keeps its own records of charities and corporations. Search them by EIN 33-0618736 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
SUPPORT OF PARENTS, STUDENTS, STAFF, AND STUDENTS AT SOUTH LAKE MIDDLE SCHOOL
Program accomplishments
- PROGRAMS IN SUPPORT OF STUDENTS AT SOUTH LAKE MIDDLE SCHOOLExpenses $32,158
- SUPPORT FOR TEACHERS AND STAFF AT SOUTH LAKE MIDDLE SCHOOLExpenses $6,843
- SUPPORT OF PARENTS AT SOUTH LAKE MIDDLE SCHOOLExpenses $1,027
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-N on file |
IRS record
- EIN
- 33-0618736
- 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)
- $31,171
- Income (IRS master file)
- $69,138
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $50,439 | $46,617 | $31,171 | IRS |
| 990-N for 2023 Officer: Rachel Phelps | June 30, 2024 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2022 Officer: Rachel Phelps | June 30, 2023 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2020 Officer: Maya Kruger | June 30, 2021 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2019 Officer: ELENA MARUKHLENKO | June 30, 2020 | ≤ $50,000 receipts | – | – | e-Postcard |
| 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 33-0618736).
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 33-0618736.
- 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 2023 names Rachel Phelps.
- 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 6 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 $50,439, expenses of $46,617 and total assets of $31,171 at year end.
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