Nonprofit · EIN 33-0195996
PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC
Also known as VALENCIA ELEMENTARY PTA
Tax-exempt · LAGUNA HILLS, CA 92653
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $208,956 | $124,497 | $84,459 | $207,037 | $0 | $207,037 |
| June 30, 2024 | 990-EZ | $100,598 | $146,592 | -$45,994 | $122,578 | – | $122,578 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $41,981
- Membership dues
- $1,465
- Program service revenue
- $45,697
- Investment income
- $24
- Net income from fundraising events
- $116,778
- Net income from sales of inventory
- $4,476
- Other revenue
- $121,254
Expenses
- Grants and similar amounts paid
- $32,300
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $465
- Program services (functional)
- $113,115
- Management and general (functional)
- $9,380
- Fundraising (functional)
- $2,002
Balance sheet and other
- Total assets, start of year
- $122,578
- Total assets, end of year
- $207,037
- Total liabilities, end of year
- $0
- Net assets, end of year
- $207,037
- Gross receipts
- $270,412
- Employees
- 0
- Year formed
- 1989
- 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 |
|---|---|---|---|
| Remy Dietz | President Officer | 17 | $0 |
| Jill Fitzpatrick | Exec. V. P. Officer | 10.5 | $0 |
| Beth Zeffer | V. P. Programs Officer | 0.75 | $0 |
| Karolin Stradling | V. P. Ways and Means Officer | 0.5 | $0 |
| Alissa McCanta | Treasurer Officer | 4.5 | $0 |
| Trang Nguyen | Recording Secy Officer | 3 | $0 |
| Christine Egge Schedule O | Financial Secy Officer | 7 | $0 |
| Sarah Carrido | Auditor, Communications Officer | 3 | $0 |
| Shannon Gerlach | Parliamentarian Officer | 0.5 | $0 |
990-EZ for the year ended June 30, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Remy Dietz | President | 17 | $0 |
| Jill Fitzpatrick | Executive V. P. | 10 | $0 |
| Peggy Hawksford | 2nd V. P. Programs | 8 | $0 |
| Tanya Bond | 2nd V. P. Ways Means | 3 | $0 |
| Jennifer Furst | Treasurer | 12 | $0 |
| Kristen McCormick | Recording Secretary | 13 | $0 |
| Alissa McCanta | Financial Secretary | 3 | $0 |
| Christine Egge See Schedule O | Auditor | 4 | $0 |
Address and contacts
- Address (IRS master file)
- 25661 PASEO DE VALENCIA, LAGUNA HILLS, CA 92653-5308
- In care of
- % ALISSA MCCANTA
- Principal officer (990 for 2024)
- Alissa McCanta, 25661 Paseo de Valencia, Laguna Hills, CA 92653
- Signed the 990
- Alissa McCanta, Treasurer 202526
- Phone
- (949) 830-3650
California records
California keeps its own records of charities and corporations. Search them by EIN 33-0195996 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
Information, advocacy, educational enrichment for the students, families and staff of Valencia Elementary School.
Program accomplishments
- Student Educational Enrichemnt Programs FundingExpenses $57,963 · revenue $45,397
- School Improvement Programs FundingExpenses $35,250 · revenue $300
- Teascher/Staff Programs FundingExpenses $12,077
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
- 33-0195996
- 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)
- $207,037
- Income (IRS master file)
- $270,412
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $208,956 | $124,497 | $207,037 | XML |
| 990-EZ | June 2024 | $100,598 | $146,592 | $122,578 | XML |
| 990 | June 2023 | $200,883 | $189,169 | $168,572 | IRS |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | 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 33-0195996).
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 33-0195996.
- 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 Alissa McCanta.
- 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 9 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 $208,956, expenses of $124,497 and total assets of $207,037 at year end.
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