Nonprofit · EIN 94-2627343
PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC
Also known as BURTON VALLEY ELEMENTARY PTA
Tax-exempt · LAFAYETTE, CA 94549
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990 | $154,575 | $150,235 | $4,340 | $121,810 | $0 | $121,810 |
| June 30, 2025 | 990 | $146,515 | $149,451 | -$2,936 | $117,470 | $0 | $117,470 |
| June 30, 2024 | 990 | $160,976 | $173,450 | -$12,474 | $120,406 | $0 | $120,406 |
| June 30, 2023 | 990 | $145,431 | $153,960 | -$8,529 | $132,880 | $0 | $132,880 |
Financial details: 990 for the year ended June 30, 2026
Revenue
- Contributions, gifts and grants
- $167,215
- Membership dues
- $7,110
- Program service revenue
- $5,562
- Investment income
- $1,810
- Net income from fundraising events
- -$20,012
- Other revenue
- -$20,012
Expenses
- Grants and similar amounts paid
- $8,043
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $1,200
- Program services (functional)
- $118,342
- Management and general (functional)
- $31,893
Balance sheet and other
- Total assets, start of year
- $117,470
- Total assets, end of year
- $121,810
- Total liabilities, end of year
- $0
- Net assets, end of year
- $121,810
- Net assets without donor restrictions
- $121,810
- Gross receipts
- $174,587
- Employees
- 0
- Volunteers
- 30
- Year formed
- 1979
- 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, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kristen Winterbotham | President Trustee or director, Officer | 6 | $0 |
| Megan Carmin | Exec VP Trustee or director, Officer | 6 | $0 |
| Elyssa Toda | Secretary Trustee or director, Officer | 3 | $0 |
| Michele Sahar | Treasurer Trustee or director, Officer | 4 | $0 |
| Bri Binder | VP Ways & Means Trustee or director, Officer | 3 | $0 |
| Lauren Ashley | Co-VP Social Trustee or director, Officer | 4 | $0 |
| Karly Silicani | Legislative Rep Trustee or director | 3 | $0 |
| Kristianne Martinez-Fonts | Educ & Wellness Trustee or director | 4 | $0 |
| Shane Reisman | Improvement Trustee or director | 4 | $0 |
| Sherry Singh | Auditor Trustee or director | 3 | $0 |
| Amanda Grillo | Historian Trustee or director, Officer | 4 | $0 |
| Annette McCormick | Parliamentarian Trustee or director, Officer | 3 | $0 |
| Meredith Dolley | Principal Trustee or director | 4 | $0 |
| Tara Hazegh | VP Volunteers Trustee or director, Officer | 4 | $0 |
| Amie Isreal | Teacher Rep Trustee or director | 4 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Aly Sharp | Co-VP Social Trustee or director, Officer | 4 | $0 |
990 for the year ended June 30, 2025: 16 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Annette McCormick | President Trustee or director, Officer | 6 | $0 |
| Kristen Winterbotham | Exec VP Trustee or director, Officer | 6 | $0 |
| Elyssa Toda | Secretary Trustee or director, Officer | 3 | $0 |
| Megan Carmin | Treasurer Trustee or director, Officer | 4 | $0 |
| Bri Binder | VP Ways & Means Trustee or director, Officer | 3 | $0 |
| Lauren Ashley | Co-VP Social Trustee or director, Officer | 4 | $0 |
| Karly Silicani | Legislative Rep Trustee or director | 3 | $0 |
| Kristianne Martinez-Fonts | Educ & Wellness Trustee or director | 4 | $0 |
| Dan Lynch | Improvement Trustee or director | 4 | $0 |
| Sherry Singh | Auditor Trustee or director | 3 | $0 |
| Jen Ruhl | Historian Trustee or director, Officer | 4 | $0 |
| Vanti Prabhakara | Parliamentarian Trustee or director, Officer | 3 | $0 |
| Meredith Dolley | Principal Trustee or director | 4 | $0 |
| Sophia Kim | VP Volunteers Trustee or director, Officer | 4 | $0 |
| Amie Isreal | Teacher Rep Trustee or director | 4 | $0 |
| Aly Sharp | Co-VP Social Trustee or director, Officer | 4 | $0 |
990 for the year ended June 30, 2024: 18 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Avantika Prabhakara | President Trustee or director, Officer | 6 | $0 |
| Annette McCormick | Vice President Trustee or director, Officer | 6 | $0 |
| Bri Binder | Secretary Trustee or director, Officer | 3 | $0 |
| Megan Carmin | Treasurer Trustee or director, Officer | 4 | $0 |
| Dana Hollins | VP Ways & Means Trustee or director, Officer | 3 | $0 |
| Kristen Winterbotham | Co-VP Social Trustee or director, Officer | 4 | $0 |
| Rebecca Anderson | Legislative Rep Trustee or director | 3 | $0 |
| Kristianne Martinez-Fonts | Educ & Wellness Trustee or director | 4 | $0 |
| Dan Lynch | Improvement Trustee or director | 4 | $0 |
| Deb Feeley | Auditor Trustee or director | 3 | $0 |
| Jen Ruhl | Historian Trustee or director, Officer | 4 | $0 |
| Lauren Ashley | Parliamentarian Trustee or director, Officer | 3 | $0 |
| Steven Branstetter | DEIB Trustee or director | 3 | $0 |
| Meredith Dolley | Principal Trustee or director | 4 | $0 |
| Sophia Kim | VP Volunteers Trustee or director, Officer | 4 | $0 |
| Amie Isreal | Teacher Rep Trustee or director | 4 | $0 |
| Sally Zarcone | Teacher Rep Trustee or director | 4 | $0 |
| Aly Sharp | Co-VP Social Trustee or director, Officer | 4 | $0 |
990 for the year ended June 30, 2023: 17 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Lauren Ashley | President Trustee or director, Officer | 4 | $0 |
| Avantika Prabhakara | Vice President Trustee or director, Officer | 4 | $0 |
| Bri Binder | Secretary Trustee or director, Officer | 4 | $0 |
| Deborah Feeley | Treasurer Trustee or director, Officer | 4 | $0 |
| Dana Hollins | VP Ways & Means Trustee or director, Officer | 4 | $0 |
| Elizabeth Hennessee | VP Social Trustee or director, Officer | 4 | $0 |
| Rebecca Anderson | Legislative Rep Trustee or director | 4 | $0 |
| Brian Maass | Educ & Wellness Trustee or director | 4 | $0 |
| Kristina McCann | Improvement Trustee or director | 4 | $0 |
| Robyn Mahoney | Auditor Trustee or director | 4 | $0 |
| Annette McCormick | Historian Trustee or director, Officer | 4 | $0 |
| Jen Ruhl | Parliamentarian Trustee or director, Officer | 4 | $0 |
| Rob Chevaleau | DEIB Trustee or director | 4 | $0 |
| Meredith Dolley | Principal Trustee or director | 4 | $0 |
| Katie Jager | LPIE Rep Trustee or director | 4 | $0 |
| Moneeka Shah | LPIE Rep Trustee or director | 4 | $0 |
| Tina Clendenin | Teacher Rep Trustee or director | 4 | $0 |
Address and contacts
- Address (IRS master file)
- 561 MERRIEWOOD DR, LAFAYETTE, CA 94549-5507
- Principal officer (990 for 2025)
- Kristen Winterbotham, 561 Merriewood Drive, Lafayette, CA 94549
- Signed the 990
- Kristen Winterbotham, President
- Phone
- (925) 927-3550
- Website
- www.burtonvalleypta.org
- Return prepared by
- REGALIA BERGER & BERGER CPAS
California records
California keeps its own records of charities and corporations. Search them by EIN 94-2627343 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
Our mission is to promote a culture within our school community that embraces diversity by expanding our childrens perception towards unity for others and integrity for themselves. We strive to provide meaningful family engagement and ensure all families and children feel welcome and represented within our school community.
Program accomplishments
- ENRICHMENT---------------------ENRICHMENT FUNDS SUPPLEMENTED NEARLY ALL GRADE LEVELS WITH SPECIAL PROGRAMS, MATERIALS AND SUPPLIES OUTSIDE THE REGULAR SCOPE OF GRADE REQUIREMENTS. PTA ALSO SUPPORTED TEACHERS BY ENABLING THEM TO PURCHASE CLASS SUPPLIES AND BOOKS TO SUPPLEMENT SCHOOL RESOURCES.Expenses $118,342 · grants $8,043
- MUSIC, SCIENCE, PHYSICAL EDUCATION, ASEP,AND PARENT/STUDENT ACTIVITIES-----------------------------------------THE PTA SUPPLEMENTS THE MUSIC, SCIENCE, AND PHYSICAL EDUCATIONAL PROGRAMS AT THE SCHOOL WHICH ENABLES THESE VITAL DEPARTMENTS TO EXPAND SERVICES. THE PTA FUNDS MANY ADDITIONAL PROGAMS AT THE SCHOOL INCLUDING FIELD TRIP SCHOLARSHIPS, AND PARENT/STUDENT COMMUNITY EVENTS. VOLUNTEERS SUPPORT PROGRAMS AS NEEDED.
- LIBRARY AND TECHNOLOGY----------------------THE PTA SUPPORTS LIBRARY AND TECHNOLOGY PROGRAMS AT THE SCHOOL BY PURCHASING ADDITIONAL MATERIALS. BOOKS, PERIODICALS, COMPUTERS AND SOFTWARE ARE UTILIZED BY VARIOUS STUDENTS AT ALL GRADE LEVELS.
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 | 990 on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 94-2627343
- 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)
- $121,810
- Income (IRS master file)
- $174,587
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2026 | $154,575 | $150,235 | $121,810 | XML |
| 990 | June 2025 | $146,515 | $149,451 | $117,470 | XML |
| 990 | June 2024 | $160,976 | $173,450 | $120,406 | IRS |
| 990 | June 2023 | $145,431 | $153,960 | $132,880 | XML |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
| 990 | June 2017 | – | – | – | 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 94-2627343).
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 94-2627343.
- 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 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 for the year ended June 2026.
- Who is the principal officer of PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC?
- The 990 for the year ended June 30, 2026 names Kristen Winterbotham.
- Who are the officers and directors of PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC?
- The 990 for the year ended June 30, 2026 lists 16 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, 2026 it reported revenue of $154,575, expenses of $150,235 and total assets of $121,810 at year end.
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