Nonprofit · EIN 26-0189547
PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC
Also known as POINSETTIA ELEMENTARY PTA
Tax-exempt · CARLSBAD, CA 92009
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $222,886 | $213,304 | $9,582 | $90,871 | $0 | $90,871 |
| June 30, 2024 | 990-EZ | $175,883 | $162,657 | $13,226 | $81,289 | – | $81,289 |
| June 30, 2023 | 990-EZ | $162,864 | $164,752 | -$1,888 | $68,063 | – | $68,063 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $91,792
- Membership dues
- $934
- Program service revenue
- $49,190
- Investment income
- $0
- Net income from fundraising events
- $81,904
- Other revenue
- $81,904
Expenses
- Grants and similar amounts paid
- $70,478
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $32,299
- Program services (functional)
- $175,408
- Management and general (functional)
- $2,670
- Fundraising (functional)
- $35,226
Balance sheet and other
- Total assets, start of year
- $81,289
- Total assets, end of year
- $90,871
- Total liabilities, end of year
- $0
- Net assets, end of year
- $90,871
- Net assets without donor restrictions
- $90,871
- Gross receipts
- $243,021
- Employees
- 0
- Volunteers
- 110
- Year formed
- 2007
- 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 |
|---|---|---|---|
| TASHA COHEN | CURRENT TREA Officer | – | $0 |
| MICHELLE KENYON | SECRETARY Officer | 5 | $0 |
| HEIDI LOGAN | PRESIDENT Officer | 15 | $0 |
| CHELSEA MARBLE | VICE PRESIDE Officer | 10 | $0 |
| CRISTEN MUGFORD | VICE PRESIDE Officer | 10 | $0 |
| RENEE SCHARDT | TREASURER Officer | 10 | $0 |
| GUYOLA TELEMAQUE | PARLIAMENTAR Officer | 5 | $0 |
| MEGHAN WALLACE | FINANCIAL RE Officer | 5 | $0 |
990-EZ for the year ended June 30, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CRISTEN MUGFORD | PRESIDENT | 15 | $0 |
| HEIDI LOGAN | VICE PRESIDE | 10 | $0 |
| MARCELLA SEGAL | VICE PRESIDE | 10 | $0 |
| RENEE SCHARDT | TREASURER | 10 | $0 |
| KATIE HALDEMAN | SECRETARY | 5 | $0 |
| MEGHAN WALLACE | FINANCIAL RE | 5 | $0 |
| GUYOLA TELEMAQUE | PARLIAMENTAR | 5 | $0 |
990-EZ for the year ended June 30, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CRISTEN MUGFORD | PRESIDENT | 25 | $0 |
| HEIDI LOGAN | VICE PRESIDE | 15 | $0 |
| MARCELLA SEGAL | VICE PRESIDE | 10 | $0 |
| RENEE SCHARDT | TREASURER | 15 | $0 |
| KATIE HALDEMAN | SECRETARY | 5 | $0 |
| MEGHAN WALLACE | AUDITOR | 5 | $0 |
| GUYOLA TELEMAQUE | PARLIAMENTAR | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 2445 MICA RD, CARLSBAD, CA 92009-1733
- Principal officer (990 for 2024)
- HEIDI LOGAN
- Signed the 990
- TASHA COHEN, CURRENT TREASURER
- Phone
- (760) 331-6500
- Return prepared by
- CARLSBAD CERTIFIED PUBLIC ACCOUNTANTS
California records
California keeps its own records of charities and corporations. Search them by EIN 26-0189547 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 EXPERIENCE OF THE STUDENTSExpenses $105,692 · grants $44,656 · revenue $40,024
- TO PROMOTE THE WELFARE OF THE STUDENTSExpenses $57,691 · grants $25,822
- TO SUPPORT THE STAFF AND INCREASE HOME/COMMUNITY INVOLVEMENT AND CONNECTIONExpenses $12,025 · revenue $9,166
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-EZ on file |
IRS record
- EIN
- 26-0189547
- 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 or 990-EZ
- Assets (IRS master file)
- $90,871
- Income (IRS master file)
- $243,021
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $222,886 | $213,304 | $90,871 | IRS |
| 990-EZ | June 2024 | $175,883 | $162,657 | $81,289 | IRS |
| 990-EZ | June 2023 | $162,864 | $164,752 | $68,063 | XML |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
| 990-EZ | June 2018 | – | – | – | 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 26-0189547).
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 26-0189547.
- 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 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 is the principal officer of PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC?
- The 990 for the year ended June 30, 2025 names HEIDI LOGAN.
- 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 8 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 $222,886, expenses of $213,304 and total assets of $90,871 at year end.
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