Nonprofit · EIN 95-2467018
PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC
Also known as FOURTH DISTRICT PTA
Tax-exempt · SANTA ANA, CA 92705
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $179,961 | $165,134 | $14,827 | $346,755 | $67,602 | $279,153 |
| June 30, 2024 | 990-EZ | $178,170 | $147,740 | $30,430 | $341,736 | $77,705 | $264,031 |
| June 30, 2023 | 990-EZ | $127,001 | $121,165 | $5,836 | $318,538 | $84,937 | $233,601 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $2,111
- Membership dues
- $91,480
- Program service revenue
- $83,489
- Investment income
- $21
- Net income from fundraising events
- $1,594
- Other revenue
- $1,266
Expenses
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $35,388
- Professional fees and payments to contractors
- $500
- Occupancy
- $7,379
- Printing, publications and postage
- $287
- Other expenses
- $121,580
- Program services (functional)
- $84,808
Balance sheet and other
- Total assets, start of year
- $341,736
- Total assets, end of year
- $346,755
- Total liabilities, end of year
- $67,602
- Net assets, end of year
- $279,153
- Cash, savings and investments
- $96,126
- Land and buildings
- $250,629
- Gross receipts
- $179,977
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 |
|---|---|---|---|
| Ellen Gravitt | President | 25 | $0 |
| Vickie Waldo | Executive Vice President | 25 | $0 |
| Candace Slusser | Secretary | 10 | $0 |
| Louise Robertson | Treasurer | 25 | $0 |
| Elizabeth Mordock | Financial Secretary | 8 | $0 |
| Mika Sernaque | Financial Reviewer | 2 | $0 |
| Cheri Jones | Immediate Past President | 2 | $0 |
| Erin Jenks | Parliamentarian | 20 | $0 |
| Candi Kern | Director of Legislation | 5 | $0 |
| Angela Hernandez | Historian | 1 | $0 |
| Claudia Steinmetz | VP Parent Ed/Family Engagement | 10 | $0 |
| Peggy Kruse-Stodghill | VP Leadership | 20 | $0 |
| Stacey Wong | VP Membership | 10 | $0 |
| Stacey Small | VP Programs | 10 | $0 |
990-EZ for the year ended June 30, 2024: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Ellen Gravitt | President | 25 | $0 |
| Vickie Waldo | Executive Vice President | 25 | $0 |
| Candace Slusser | Secretary | 10 | $0 |
| Louise Robertson | Treasurer | 25 | $0 |
| Elizabeth Mordock | Financial Secretary | 8 | $0 |
| Mika Sernaque | Financial Reviewer | 2 | $0 |
| Cheri Jones | Immediate Past President | 2 | $0 |
| Erin Jenks | Parliamentarian | 20 | $0 |
| Candi Kern | Director of Legislation | 5 | $0 |
| Angela Hernandez | Historian | 1 | $0 |
| Claudia Steinmetz | VP Parent Ed/Family Engagement | 10 | $0 |
| Peggy Kruse-Stodghill | VP Leadership | 20 | $0 |
| Stacey Wong | VP Membership | 10 | $0 |
| Stacey Small | VP Programs | 10 | $0 |
990-EZ for the year ended June 30, 2023: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHERI JONES | President | 25 | $0 |
| STEPHANIE KLAUSS | MEMBERSHIP | 10 | $0 |
| ERIN JENKS | LEADERSHIP | 10 | $0 |
| JOY MOYERS | COMMUNICATIONS | 10 | $0 |
| LOUISE ROBERTSON | FIN. REVIEWER | 2 | $0 |
| CONNIE STONE | EDUCATION | 10 | $0 |
| ESTHER MORALES | Secretary | 5 | $0 |
| JESSIE ALVAREZ | HISTORIAN | 1 | $0 |
| STACEY WONG | FINANCIAL SEC'Y | 8 | $0 |
| CANDI KERN | IMM. PAST PRES. | 2 | $0 |
| SANDRA DAVIDSON | Treasurer | 20 | $0 |
| VICKIE WALDO | PARLIAMENTARIAN | 5 | $0 |
| MANDI SILVAGGIO | PROGRAMS | 10 | $0 |
| ELLEN GRAVITT | EXECUTIVE VP | 25 | $0 |
Address and contacts
- Address (IRS master file)
- 1520 BROOKHOLLOW DR STE 40, SANTA ANA, CA 92705-5422
- In care of
- % LOUISE ROBERTSON
- Signed the 990-EZ
- Louise Robertson, Treasurer
- Phone
- (714) 241-0495
- Website
- www.fourthdistrictpta.org
California records
California keeps its own records of charities and corporations. Search them by EIN 95-2467018 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
Schedule O
Program accomplishments
- Convention and Leadership Training Delegates Travel.Expenses $21,473
- Legislative Advocacy for the Welfare and Education of Children and their Families.Expenses $39,690
- Administrative Dinner, Honorary Awards, Installation, Reflections Art Program, Holiday Meeting.Expenses $23,645
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
- 95-2467018
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Exempt since
- 1968
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $346,755
- Income (IRS master file)
- $179,977
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $179,961 | $165,134 | $346,755 | IRS |
| 990-EZ | June 2024 | $178,170 | $147,740 | $341,736 | XML |
| 990-EZ | June 2023 | $127,001 | $121,165 | $318,538 | XML |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | 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 95-2467018).
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 95-2467018.
- 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 1968.
- 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 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 $179,961, expenses of $165,134 and total assets of $346,755 at year end.
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