Nonprofit · EIN 95-6207162
PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC
Also known as CONCORDIA ELEMENTARY PTA
Tax-exempt · SAN CLEMENTE, CA 92672
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $73,876 | $71,952 | $1,924 | $101,819 | – | $101,819 |
| June 30, 2024 | 990-EZ | $97,231 | $100,586 | -$3,355 | $96,241 | – | $96,241 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $6,561
- Membership dues
- $1,642
- Program service revenue
- $600
- Net income from fundraising events
- $60,930
- Net income from sales of inventory
- $4,143
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $465
- Other expenses
- $71,487
- Program services (functional)
- $69,236
Balance sheet and other
- Total assets, start of year
- $96,241
- Total assets, end of year
- $101,819
- Total liabilities, end of year
- –
- Net assets, end of year
- $101,819
- Cash, savings and investments
- $90,886
- Gross receipts
- $88,399
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 |
|---|---|---|---|
| NIcole Jordan | President | 7 | $0 |
| Melissa Foresta | Treasurer | 2 | $0 |
| Adrienne Metz | Secretary | 1 | $0 |
| Michelle Brooks | Advocacy | 1 | $0 |
| Jessie Jonzon | Historian | 0.3 | $0 |
990-EZ for the year ended June 30, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Courtney Patterson | President | 7 | $0 |
| Tandi Lefranc | Vice Presidetn | 1.5 | $0 |
| Melissa Foresta | Treasurer | 2 | $0 |
| Adrienne Metz | Secretary | 0.5 | $0 |
| Michelle Brooks | Advocacy | 1 | $0 |
| Tess Jones | Reflections Rep. | 0.25 | $0 |
| Jessie Jonzon | Historian | 0.3 | $0 |
| Laura Ellis | Audit/Fin. Reveiw | 0.1 | $0 |
Address and contacts
- Address (IRS master file)
- 3120 AVENIDA DEL PRESIDENTE, SAN CLEMENTE, CA 92672-4517
- In care of
- % SIERA KEGEL
- Signed the 990-EZ
- Siera Kegel, Treasurer 202526
- Phone
- (949) 492-3060
- Website
- concordiapta.org
California records
California keeps its own records of charities and corporations. Search them by EIN 95-6207162 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
Advocacy, student, teacher, school support
Program accomplishments
- Field trips, assemblies and other student benefit programs fundingExpenses $32,999
- Teaching supplies and other teacher and staff support program fundingExpenses $10,636
- School improvement and library support and improvements and music teacher fundedExpenses $20,058
- Family program fundingExpenses $5,543
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
- 95-6207162
- 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)
- $101,819
- Income (IRS master file)
- $88,399
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $73,876 | $71,952 | $101,819 | IRS |
| 990-EZ | June 2024 | $97,231 | $100,586 | $96,241 | XML |
| 990-EZ | June 2023 | – | – | – | IRS |
| 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 95-6207162).
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 95-6207162.
- 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 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 $73,876, expenses of $71,952 and total assets of $101,819 at year end.
Other nonprofits in SAN CLEMENTE
- GUIDED DISCOVERIES INC EIN 95-3285562 · last filed 990 for 2025
- SURFRIDER FOUNDATION EIN 95-3941826 · last filed 990 for 2024
- FAMILY ASSISTANCE MINISTRIES EIN 33-0864870 · last filed 990 for 2025
- NEW REFORMATION PUBLICATIONS EIN 46-3986960 · last filed 990 for 2025
- AARON B JACOB AND EUNICE I JACOBS MEMORIAL FUND EIN 95-3646338 · last filed 990-PF for 2025
- CENTER FOR INNOVATIVE PUBLIC HEALTH RESEARCH EIN 20-0165973 · last filed 990 for 2025
- TOMORROWS LEADERSHIP COLLABORATIVE CHARTER SCHOOL EIN 82-4368055 · last filed 990 for 2025
- THE DOYLE FOUNDATION INC EIN 88-0372802 · last filed 990-PF for 2025