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Nonprofit · EIN 95-6207347

PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC

Also known as SANTA MARGARITA ELEMENTARY PTA

Tax-exempt · SANTA MARGAR, CA 93453

Financials

$115K$59K2022$113K$85K2023$133K$85K2024
Revenue Expenses · by fiscal year end
Financials of PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-EZ$133,026$84,599$48,427$137,424–$137,424
June 30, 2024990-EZ$113,442$85,258$28,184$88,997–$88,997
June 30, 2023990-EZ$114,602$59,149$55,453$60,813–$60,813
Financial details: 990-EZ for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$1,374
Membership dues
$1,293
Net income from fundraising events
$130,359

Expenses

Compensation of officers, directors and key employees
$0
Professional fees and payments to contractors
$715
Other expenses
$83,884
Program services (functional)
$84,599

Balance sheet and other

Total assets, start of year
$88,997
Total assets, end of year
$137,424
Total liabilities, end of year
–
Net assets, end of year
$137,424
Cash, savings and investments
$137,424
Gross receipts
$181,291

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.

NameTitleHours / weekCompensation
ANSLEY BRANNONPRESIDENT10$0
BLAIR GRACY STOUDENMIREVICE PRESIDE10$0
SAMADHY COOTSSECRETARY5$0
MERCY MCCLENDONTREASURER5$0
CYNTHIA LAMBERTCOMMUNICATIO2$0
RACHEL CARSCADENAUDITOR1$0
STEPHANIE HAMMROOM PARENT2$0
MANDY BAUERFUNDRAISING2$0
ALI AKERSMEMBERSHIP C2$0
ANNA POTTERTEACHER REPR2$0
CYNTHIA LAMBERTCOMM & SOCIA2$0
MARY GIBSONHOSPITALITY2$0
CORRINE ROBERTSVOLUNTEER CO2$0
KERRY SANSOMEHISTORIAN2$0
990-EZ for the year ended June 30, 2024: 14 people
NameTitleHours / weekCompensation
ANSLEY BRANNONPRESIDENT0$0
BLAIR GRACY STOUDENMIREVICE PRESIDE0$0
SAMADHY COOTSSECRETARY0$0
MERCY MCCLENDONTREASURER0$0
CYNTHIA LAMBERTCOMMUNICATIO0$0
RACHEL CARSCADENAUDITOR0$0
STEPHANIE HAMMROOM PARENT0$0
MANDY BAUERFUNDRAISING0$0
ALI AKERSMEMBERSHIP C0$0
ANNA POTTERTEACHER REPR0$0
CYNTHIA LAMBERTCOMM & SOCIA0$0
MARY GIBSONHOSPITALITY0$0
CORRINE ROBERTSVOLUNTEER CO0$0
KERRY SANSOMEHISTORIAN0$0
990-EZ for the year ended June 30, 2023: 9 people
NameTitleHours / weekCompensation
SARA CEREGHINOPRESIDENT10$0
LACY BURNSVICE PRESIDE5$0
HAILEY SWITZERVICE PRESIDE5$0
SAMADHY MOISES COOTSSECRETARY5$0
LAUREN COTTERELLTREASURER5$0
CYNTHIA LAMBERTCOMMUNICATIO5$0
RACHEL CARSCADENAUDITOR5$0
CORINNE ROBERTSROOM PARENT5$0
MERCY MCCLENDONMEMBERSHIP C5$0

Address and contacts

Address (IRS master file)
PO BOX 354, SANTA MARGAR, CA 93453-0354
In care of
% SANTA MARGARITA SCHOOL
Mailing address (990-N for 2017)
PO Box 354, Santa Margarita CA 93453
Principal officer (990-N for 2017)
Jennifer Wilkinson, PO Box 354, Santa Margarita CA 93453
Signed the 990-EZ
MERCY MCCLENDON, TREASURER
Return prepared by
KASARJIAN & COMPANY CPAS INC

California records

California keeps its own records of charities and corporations. Search them by EIN 95-6207347 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)

Mission

ENHANCE, SUPPLEMENT AND FOSTER A HEALTHY EDUCATIONAL ENVIRONMENT FOR STUDENTS AND THE STAFF OF SANTA MARGARITA ELEMENTARY SCHOOL.

990-EZ for the year ended June 30, 2025

Program accomplishments

  • ENHANCE, SUPPLEMENT AND FOSTER A HEALTHY EDUCATIONAL ENVIRONMENT FOR STUDENTS AND THE STAFF OF SANTA MARGARITA ELEMENTARY SCHOOL.
    Expenses $83,413
  • ENHANCE, SUPPLEMENT AND FOSTER A HEALTHY EDUCATIONAL ENVIRONMENT FOR STUDENTS AND THE STAFF OF SANTA MARGARITA ELEMENTARY SCHOOL.
    Expenses $1,186

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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-EZ on file
2023June 30, 2024November 15, 2024990-EZ on file

IRS record

EIN
95-6207347
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)
$137,424
Income (IRS master file)
$181,291

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZJune 2025$133,026$84,599$137,424IRS
990-EZJune 2024$113,442$85,258$88,997XML
990-EZJune 2023$114,602$59,149$60,813XML
990-EZJune 2022–––IRS
990-EZJune 2021–––IRS
990-EZJune 2019–––IRS
990-N for 2017
Officer: Jennifer Wilkinson
June 30, 2018≤ $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 95-6207347).

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 95-6207347.
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 2017 names Jennifer Wilkinson.
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 $133,026, expenses of $84,599 and total assets of $137,424 at year end.

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