Nonprofit · EIN 33-0028210
PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC
Also known as KELLY ELEMENTARY PTA
Tax-exempt · CARLSBAD, CA 92008
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $145,340 | $138,616 | $6,724 | $108,622 | – | $108,622 |
| June 30, 2024 | 990-EZ | $134,092 | $143,326 | -$9,234 | $101,898 | – | $101,898 |
| June 30, 2023 | 990-EZ | $141,901 | $145,455 | -$3,554 | $111,132 | – | $111,132 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $58,936
- Membership dues
- $1,200
- Program service revenue
- $18,164
- Investment income
- $6
- Net income from fundraising events
- $67,034
Expenses
- Grants and similar amounts paid
- $252
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $550
- Other expenses
- $137,814
- Program services (functional)
- $134,136
Balance sheet and other
- Total assets, start of year
- $101,898
- Total assets, end of year
- $108,622
- Total liabilities, end of year
- –
- Net assets, end of year
- $108,622
- Cash, savings and investments
- $108,622
- Gross receipts
- $183,642
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 |
|---|---|---|---|
| ANNA CONNELLY | President | 9 | $0 |
| LINDSEY DAYNES | Vice President | 1 | $0 |
| SARA HENRIOD | Vice President | 1 | $0 |
| DANIELLE DeMONTE | Vice President | 2 | $0 |
| CRYSTAL VALDEZ-CHANDRA | Vice President | 2 | $0 |
| GEORGIENA MEGAN ROBINSON | Secretary | 2 | $0 |
| JENNIFER GONZALEZ | Treasurer | 5 | $0 |
| CHRISTINE GILMORE | PARLIAMENTARIAN | 2 | $0 |
| GREENE LYON | HISTORIAN | 1 | $0 |
| JOYCE KANDT | AUDITOR | 2 | $0 |
990-EZ for the year ended June 30, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HALLIE THOMPSON | President | 9 | $0 |
| LAUREN FOULGER | Vice President | 1 | $0 |
| DANI DeMONTE | Vice President | 1 | $0 |
| BRIEAHNA WEATHERFORD | Vice President | 1 | $0 |
| GEORGIENA MEGAN ROBINSON | Secretary | 1.5 | $0 |
| ALYSSA BURT | Treasurer | 4 | $0 |
| ANNA CONNELLY | PARLIAMENTARIAN | 1 | $0 |
| KRISTAN SAMPSON | HISTORIAN | 1 | $0 |
990-EZ for the year ended June 30, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARIE MONFORTE | President | 18 | $0 |
| BRIEAHNA WEATHERFORD | Vice President | 3 | $0 |
| TERRY VAYAKONE | Treasurer | 10 | $0 |
| GREENE LYON | Secretary | 3 | $0 |
Address and contacts
- Address (IRS master file)
- 4885 KELLY DR, CARLSBAD, CA 92008-3734
- Signed the 990-EZ
- JEN GONZALES, TREASURER
- Phone
- (760) 331-5800
- Return prepared by
- CYNTHIA STANLEY KASPER CPA
California records
California keeps its own records of charities and corporations. Search them by EIN 33-0028210 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
SUPPORTING CHILDREN'S EDUCATION
Program accomplishments
- EDUCATIONAL PROGRAMS - THE PTA PROVIDED FUNDING FOR SCHOOL PROGRAMS AND INSTRUCTION IN ART,MUSIC,AND SCIENCE.Expenses $38,450
- THE PTA PROVIDED GRANTS TO EACH TEACHER FOR EDUCATIONAL MATERIALS & CLASSROOM SUPPLIES AS WELL AS FUNDING FOR THE SCHOOL LIBRARY AND GIFTS TO THE SCHOOL.Expenses $13,310
- SCHOOL COMMUNITY - THE PTA PROVIDED FUNDING TO PROMOTE SCHOOL COMMUNICATION AND INVOLVEMENT, HOST COMMUNITY & FAMILY EVENTS, AND RECOGNIZE SCHOOL STAFF MEMBERS.Expenses $12,060
- THE PTA PROVIDED FUNDING FOR ADDITIONAL STAFFING DEEMED CRITICAL FOR STUDENT SUCCESS IN OVERCROWDED CLASSES AND TO PROVIDE EDUCATIONAL ENRICHMENT FOR KELLY STUDENTS.Expenses $38,500
- PHYSICAL EDUCATION - THE PTA PROVIDED FUNDING FOR PE EQUIPMENT AND INSTRUCTION.Expenses $31,816
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
- 33-0028210
- 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)
- $108,622
- Income (IRS master file)
- $183,642
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $145,340 | $138,616 | $108,622 | XML |
| 990-EZ | June 2024 | $134,092 | $143,326 | $101,898 | XML |
| 990-EZ | June 2023 | $141,901 | $145,455 | $111,132 | 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 33-0028210).
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 33-0028210.
- 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-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 10 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 $145,340, expenses of $138,616 and total assets of $108,622 at year end.
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