Nonprofit · EIN 02-0703673
PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC
Also known as T H E LEADERSHIP ACADEMY PTA
Tax-exempt · OCEANSIDE, CA 92056
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $68,011 | $81,860 | -$13,849 | $90,117 | – | $90,117 |
| June 30, 2024 | 990-EZ | $90,495 | $35,680 | $54,815 | $125,403 | $0 | $125,403 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $2,092
- Program service revenue
- $5,809
- Investment income
- $37
- Net income from fundraising events
- $60,073
Expenses
- Grants and similar amounts paid
- $75
- Compensation of officers, directors and key employees
- $0
- Printing, publications and postage
- $318
- Other expenses
- $81,467
- Program services (functional)
- $79,952
Balance sheet and other
- Total assets, start of year
- $125,403
- Total assets, end of year
- $90,117
- Total liabilities, end of year
- –
- Net assets, end of year
- $90,117
- Cash, savings and investments
- $90,117
- Gross receipts
- $95,937
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 |
|---|---|---|---|
| KELLY DIRK | PRESIDENT | 15 | $0 |
| ASHLEY STOUT | VICE PRESIDE | 10 | $0 |
| BRANDI ADELSMAN | VP OF MEMBER | 5 | $0 |
| KATRINA KARPATI | RECORDING SE | 5 | $0 |
| SANDRA HOLFIELD | TREASURER | 5 | $0 |
| ISABEL VELARDE | FINANCIAL RE | 5 | $0 |
| MCKENZIE BELL | PARLIAMENTAR | 5 | $0 |
990-EZ for the year ended June 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kelly Dirk | President | 25 | $0 |
| Sandra Holfield | Treasurer | 25 | $0 |
| Ashley Stout | Vice President | 15 | $0 |
Address and contacts
- Address (IRS master file)
- 1550 TEMPLE HEIGHTS DR, OCEANSIDE, CA 92056-3066
- In care of
- % JOANN BUTLER
- Mailing address (990-N for 2021)
- 1550 TEMPLE HEIGHTS DRIVE, OCEANSIDE CA 92056
- Principal officer (990-N for 2021)
- KIM MORTON, 1550 TEMPLE HEIGHTS DRIVE, OCEANSIDE CA 92056
- Signed the 990-EZ
- SANDRA HOLFIELD, TREASURER
- Phone
- (760) 631-6242
- Website
- https://th.vistausd.org
- Return prepared by
- CARLSBAD CERTIFIED PUBLIC ACCOUNTANTS
California records
California keeps its own records of charities and corporations. Search them by EIN 02-0703673 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
OUR MISSION IS TO POSITIVELY IMPACT THE LIVES OF ALL CHILDREN AND FAMILIES.
Program accomplishments
- TO ENRICH THE LEARNING OF THE STUDENTSExpenses $55,105
- TO PROMOTE THE WELFARE OF THE STUDENTSExpenses $18,977
- TO SUPPORT THE STAFF AND INCREASE HOME/COMMUNITY INVOLVEMENTExpenses $5,870
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. 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
- 02-0703673
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Exempt since
- 1943
- Accounting year ends
- June
- Files
- Form 990-N (e-Postcard)
- Assets (IRS master file)
- $90,117
- Income (IRS master file)
- $95,937
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $68,011 | $81,860 | $90,117 | IRS |
| 990-EZ | June 2024 | $90,495 | $35,680 | $125,403 | XML |
| 990-EZ | June 2023 | – | – | – | IRS |
| 990-N for 2021 Officer: KIM MORTON | June 30, 2022 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2020 Officer: KIM MORTON | June 30, 2021 | ≤ $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 02-0703673).
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 02-0703673.
- 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 1943.
- Which annual return does PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- 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 2021 names KIM MORTON.
- 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 7 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 $68,011, expenses of $81,860 and total assets of $90,117 at year end.
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