Nonprofit · EIN 33-0852901
PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC
Also known as CARMEL VALLEY MIDDLE SCHOOL PTSA
Tax-exempt · SAN DIEGO, CA 92130
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $41,291 | $37,930 | $3,361 | $56,423 | – | $56,423 |
| June 30, 2024 | 990-EZ | $30,462 | $33,388 | -$2,926 | $53,062 | – | $53,062 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $11,959
- Membership dues
- $3,675
- Investment income
- $11
- Net income from fundraising events
- $24,695
- Other revenue
- $951
Expenses
- Grants and similar amounts paid
- $6,464
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $825
- Other expenses
- $30,641
- Program services (functional)
- $34,968
Balance sheet and other
- Total assets, start of year
- $53,062
- Total assets, end of year
- $56,423
- Total liabilities, end of year
- –
- Net assets, end of year
- $56,423
- Cash, savings and investments
- $56,423
- Gross receipts
- $96,456
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 |
|---|---|---|---|
| KERI BOUGIE | President | 7 | $0 |
| MONIQUE WOOD | Treasurer | 6 | $0 |
| SUZANNE MACINNIS | HISTORIAN | 0 | $0 |
| JESSICA TRUMBORE | VP VOLUNTEERS | 1 | $0 |
| LAURA SALAS | VP COMMUNICATIO | 2 | $0 |
| EMILY WEAVER | Secretary | 2 | $0 |
| ALEXA LEMOINE | Vice President | 2 | $0 |
| AMY ALLEN | VP WAYS&MEANS | 2 | $0 |
| GIGI MODLIN | CO-VP PROGRAMS | 2 | $0 |
| NIVEEN FARMER | FIN. SECRETARY | 1 | $0 |
| MINDY LEWIS | AUDITOR | 1 | $0 |
| MEREDITH DE LEON | CO-VP PROGRAMS | 3 | $0 |
| MURAT KARSI | VP LEGISLATION | 2 | $0 |
| PATRICK BOOGAERTS | PARLIMENTARIAN | 2 | $0 |
990-EZ for the year ended June 30, 2024: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CATHERINE PATRICK | President | 9 | $0 |
| SHIRIN RAMOS | Vice President | 1 | $0 |
| MONIQUE WOOD | Treasurer | 4 | $0 |
| SUZANNE MACINNIS | Secretary | 1 | $0 |
| THANUJA ZUPAN | VP COMMUNICATIO | 2 | $0 |
| RACHELLE FISCHER | FIN. SECRETARY | 1 | $0 |
| ALEXA LEMOINE | AUDITOR | 2 | $0 |
| AMY ALLEN | VP WAYS&MEANS | 2 | $0 |
| GIGI MODLIN | CO-VP PROGRAMS | 2 | $0 |
| NIVEEN FARMER | CO-VP PROGRAMS | 2 | $0 |
| AYESHA HUSSAIN | VP VOLUNTEERS | 1 | $0 |
| MURAT KORSI | VP LEGISLATION | 2 | $0 |
| CHAYU LIN | PARLIMENTARIAN | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 3800 MYKONOS LN, SAN DIEGO, CA 92130-3572
- Mailing address (990-N for 2025)
- 3800 Mykonos Lane, San Diego CA 92130
- Principal officer (990-N for 2025)
- Keri Bougie, 4487 Philbrook Square, San Diego CA 92130
- Signed the 990-EZ
- KERI BOUGIE, Treasurer
- Phone
- (858) 481-8221
- Website
- www.cvmsptsa.com
- Return prepared by
- TIERNAN FINANCIAL SERVICES INC
California records
California keeps its own records of charities and corporations. Search them by EIN 33-0852901 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
STUDENT ENRICHMENT AND SUPPORT
Program accomplishments
- PROVIDES ACADEMIC SUPPORT IN MATH, ENGLISH, HISTORY, SCIENCE, TECHNOLOGY, ENGINEERING, FOREIGN LANGUAGE & DRAMAExpenses $4,440
- PROVIDES MEMBERSHIP SERVICE, MINI GRANTS, STAFF SUPPORT, WEBSITE HOSTING, PROMOTION CAMPUS IMPROVEMENTSExpenses $24,308 · grants $6,464
- PROVIDE PROGRAMS IN NON-ACADEMIC AREAS, CAREER DEVELOPMENT, WELLNESS PROGRAMSExpenses $6,220
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. 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 | 990-N on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990-N on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 33-0852901
- 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-N (e-Postcard)
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-N for 2025 Officer: Keri Bougie | June 30, 2026 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2024 Officer: Keri Bougie | June 30, 2025 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-EZ | June 2025 | $41,291 | $37,930 | $56,423 | IRS |
| 990-EZ | June 2024 | $30,462 | $33,388 | $53,062 | XML |
| 990-EZ | June 2023 | – | – | – | IRS |
| 990-N for 2021 Officer: Amy Gibson | June 30, 2022 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2020 Officer: Amy Gibson | June 30, 2021 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-EZ | June 2020 | – | – | – | 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 33-0852901).
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 33-0852901.
- 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-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. 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-N for 2025 for the year ended June 30, 2026.
- Who is the principal officer of PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC?
- The 990-N for 2025 names Keri Bougie.
- 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 $41,291, expenses of $37,930 and total assets of $56,423 at year end.
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