Nonprofit · EIN 94-6173240
PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC
Also known as PORTOLA ELEMENTARY SCHOOL PTA
Tax-exempt · SAN BRUNO, CA 94066
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $108,785 | $98,462 | $10,323 | $41,931 | $0 | $41,931 |
| June 30, 2024 | 990-EZ | $104,400 | $117,712 | -$13,312 | $33,406 | $0 | $33,406 |
| June 30, 2023 | 990-EZ | $108,730 | $92,651 | $16,079 | $45,395 | $0 | $45,395 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $106,334
- Membership dues
- $2,451
- Program service revenue
- $0
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $98,462
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Program services (functional)
- $98,462
Balance sheet and other
- Total assets, start of year
- $31,608
- Total assets, end of year
- $41,931
- Total liabilities, end of year
- $0
- Net assets, end of year
- $41,931
- Cash, savings and investments
- $41,931
- Gross receipts
- $108,785
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 |
|---|---|---|---|
| Jared Casner | President | 10 | $0 |
| Duane Beadles | Vice President | 10 | $0 |
| Kerrie Bisio | Secretary | 4 | $0 |
| Mary Yee | Treasurer | 10 | $0 |
| Vicky Fong | Auditor | 4 | $0 |
990-EZ for the year ended June 30, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Anwar Mai | President | 10 | $0 |
| Lisa Shin | Vice President | 10 | $0 |
| Kerrie Bisio | Secretary | 4 | $0 |
| Kingsley Ma | Treasurer | 10 | $0 |
| Lorraine Liebling | Auditor | 4 | $0 |
990-EZ for the year ended June 30, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Anwar Mai | President | 10 | $0 |
| Lisa Shin | Vice President | 10 | $0 |
| Kerrie Bisio | Secretary | 4 | $0 |
| Kingsley Ma | Treasurer | 10 | $0 |
| Lorraine Liebling | Auditor | 4 | $0 |
Address and contacts
- Address (IRS master file)
- 300 AMADOR AVE, SAN BRUNO, CA 94066-2506
- Mailing address (990-N for 2008)
- 300 Amador Avenue, San Bruno CA 94066
- Principal officer (990-N for 2008)
- Megan Connery, 3550 Sunset Drive, San Bruno CA 94066
- Signed the 990-EZ
- Mary Yee, Treasurer
- Phone
- (650) 624-3175
- Website
- www.portolapta.org
California records
California keeps its own records of charities and corporations. Search them by EIN 94-6173240 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
The PTA is a valuable resource to the Portola Elementary school community to provide access to programs to benefit students and their families.
Program accomplishments
- Academic Tools include technology software and hardware, weekly readers and decodable, online learning programs for various students throughout the school year for the teachers and 300+ students.Expenses $30,307
- Portola PTA also provides social events on school site to build school community; events are attended by students, parents, siblings and families.Expenses $12,435
- Supplement Outdoor Education for (2) 5th grade classesExpenses $26,291
- Other expenses include membership dues, operating expenses, fundraising costs, yearbook, spiritwear, field trips, tax fees.Expenses $29,429
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-EZ on file |
IRS record
- EIN
- 94-6173240
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Exempt since
- 1967
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $41,931
- Income (IRS master file)
- $108,785
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $108,785 | $98,462 | $41,931 | IRS |
| 990-EZ | June 2024 | $104,400 | $117,712 | $33,406 | IRS |
| 990-EZ | June 2023 | $108,730 | $92,651 | $45,395 | XML |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
| 990-EZ | June 2018 | – | – | – | IRS |
| 990-N for 2008 Officer: Megan Connery | June 30, 2009 | ≤ $50,000 receipts | – | – | e-Postcard |
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 94-6173240).
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 94-6173240.
- 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 1967.
- 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 2008 names Megan Connery.
- 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 5 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 $108,785, expenses of $98,462 and total assets of $41,931 at year end.
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