Nonprofit · EIN 94-6174402
PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC
Also known as SANTA RITA ELEMENTARY PTA
Tax-exempt · LOS ALTOS, CA 94022
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $172,357 | $195,648 | -$23,291 | $255,222 | $0 | $255,222 |
| June 30, 2024 | 990 | $189,165 | $174,403 | $14,762 | $278,513 | $0 | $278,513 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $135,054
- Membership dues
- $1,266
- Program service revenue
- $0
- Investment income
- $3,501
- Net income from fundraising events
- $35,028
- Net income from sales of inventory
- -$1,226
- Other revenue
- $33,802
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $183,558
- Management and general (functional)
- $12,090
Balance sheet and other
- Total assets, start of year
- $278,513
- Total assets, end of year
- $255,222
- Total liabilities, end of year
- $0
- Net assets, end of year
- $255,222
- Gross unrelated business income
- $33,802
- Gross receipts
- $268,382
- Employees
- 0
- Volunteers
- 70
- Year formed
- 1957
- 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 |
|---|---|---|---|
| Carrie Middleton Jennifer Finley | Teachers Representatives Trustee or director | 1 | $0 |
| Herb Marshall | President Officer | 30 | $0 |
| Kelly Sanders Lo | Executive Vice President Officer | 12 | $0 |
| Olga Platon | VP Finance Officer | 15 | $0 |
| Stephanie Hansen | VP Communications Officer | 2 | $0 |
| Darcy Grinolds | Secretary Officer | 1 | $0 |
| Marcelo Machado | Auditor Officer | 1 | $0 |
| Amber McDonald | Parliamentarian Officer | 1 | $0 |
| Sherri Rose | Historian Officer | 1 | $0 |
| Jake Hsen | Treasurer Officer | 2 | $0 |
| Yang Liu | VP Community Building Officer | 9 | $0 |
| Yang Liu | International Liaison Officer | 1 | $0 |
| Michelle Senatore | Kindergarten Liaison Officer | 1 | $0 |
| Marlo Kohn | Webmaster Officer | 2 | $0 |
990 for the year ended June 30, 2024: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Yang Liu | VP Community Building Officer | 1 | $0 |
| Aleks Stanojevic | Treasurer Officer | 15 | $0 |
| Olga Platon | VP Finance Officer | 15 | $0 |
| Alice Lee and Yang Liu | International Liaison Officer | 5 | $0 |
| Jake Hsen | Incoming Treasurer Officer | 0 | $0 |
| Marlo Kohn | Webmaster Officer | 1 | $0 |
| Cassandra Marsden Mike Beman | Kindergarten Liaison Officer | 1 | $0 |
| Amber McDonald | Historian Officer | 5 | $0 |
| Masha Finkelstein | VP Corporate Matching Officer | 5 | $0 |
| Herb Marshall | Executive Vice President Officer | 20 | $0 |
| Kelly Sanders | President Officer | 20 | $0 |
| Stephanie Hansen | VP Communications Officer | 15 | $0 |
| Alison Gardner Biggs | Parliamentarian Officer | 5 | $0 |
| Lyssa and Kevin Vanderbeek | Auditor Officer | 5 | $0 |
| Michelle Howarth | Secretary Officer | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 700 LOS ALTOS AVE, LOS ALTOS, CA 94022-1631
- In care of
- % JAKE HSEN
- Signed the 990
- JAKE HSEN, Treasurer
- Phone
- (650) 559-1600
- Website
- www.santaritaschool.org
- Return prepared by
- Susan P Pines
California records
California keeps its own records of charities and corporations. Search them by EIN 94-6174402 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
to support students, staff and parents at Santa Rita Elementary School
Program accomplishments
- The PTA supports community building events, outside enrichment programs, teacher training, teacher appreciation, and many other programs.Expenses $103,418
- The PTA funds expenses for classroom supplies, and other curriculum supportExpenses $42,531
- The PTA supports purchase of technology and site improvements.Expenses $37,609
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
- 94-6174402
- 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
- Category (NTEE)
- Education (B94)
- Assets (IRS master file)
- $255,222
- Income (IRS master file)
- $268,382
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $172,357 | $195,648 | $255,222 | XML |
| 990 | June 2024 | $189,165 | $174,403 | $278,513 | XML |
| 990 | June 2023 | $164,626 | $223,553 | $263,751 | 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 94-6174402).
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 94-6174402.
- 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 for the year ended June 2025.
- Who are the officers and directors of PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC?
- The 990 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 for the year ended June 30, 2025 it reported revenue of $172,357, expenses of $195,648 and total assets of $255,222 at year end.
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