Nonprofit · EIN 33-0270054
PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC
Also known as TRABUCO MESA ELEMENTARY PTA
Tax-exempt · RCHO STA MARG, CA 92688
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $85,505 | $91,711 | -$6,206 | $94,142 | – | $94,142 |
| June 30, 2024 | 990-EZ | $96,532 | $87,384 | $9,148 | $100,348 | – | $100,348 |
| June 30, 2023 | 990-EZ | $100,010 | $84,119 | $15,891 | $91,200 | – | $91,200 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $8,407
- Membership dues
- $3,990
- Program service revenue
- $11,851
- Investment income
- $12
- Net income from fundraising events
- $61,245
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $350
- Printing, publications and postage
- $10
- Other expenses
- $91,351
- Program services (functional)
- $59,274
Balance sheet and other
- Total assets, start of year
- $100,348
- Total assets, end of year
- $94,142
- Total liabilities, end of year
- –
- Net assets, end of year
- $94,142
- Cash, savings and investments
- $94,142
- Gross receipts
- $131,644
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 |
|---|---|---|---|
| Brian Polanco | President | 15 | $0 |
| Sona Tatro | Vice President | 10 | $0 |
| Katie Cary | Vice President | 10 | $0 |
| Jacqueline O'Grady | Vice President | 10 | $0 |
| Melissa Tanner | Vice President | 5 | $0 |
| Sherry Martinez | Secretary | 10 | $0 |
| Kristin Sato-Shotwell | Treasurer | 15 | $0 |
| Marina Martinez | Secretary | 10 | $0 |
| Taylor Otterdahl | Director | 5 | $0 |
| Fong Dang | Director | 5 | $0 |
990-EZ for the year ended June 30, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Sona Dalal | President | 20 | $0 |
| Linda El Awar | Vice President | 15 | $0 |
| Victoria Tecson | Vice President | 15 | $0 |
| Laura Davide | Vice President | 10 | $0 |
| Stacy Olsen | Vice President | 10 | $0 |
| Marlene Mucino-Jerez | Secretary | 10 | $0 |
| Marina Martinez | Treasurer | 10 | $0 |
| Angela Lawrence | Secretary | 10 | $0 |
| Juanita Inzunza | Director | 5 | $0 |
| Kristen Sato-Shotwell | Director | 5 | $0 |
990-EZ for the year ended June 30, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Sona Dalal | Pres. | 20 | $0 |
| Linda El Awar | Vice Pres. | 15 | $0 |
| Victoria Tecson | Vice Pres. | 15 | $0 |
| Laura Davide | Vice Pres. | 10 | $0 |
| Stacy Olsen | Vice Pres. | 10 | $0 |
| Kate Champion | Secretary | 10 | $0 |
| Marina Martinez | Treasurer | 10 | $0 |
| Angela Lawrence | Financial Secretary | 10 | $0 |
| Juanita Inzunza | Historian | 5 | $0 |
| Kristen Sato-Shotwell | Parliamentarian | 5 | $0 |
| Dr Kristen Bruce | Advisor | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 21301 AVENIDA DE LAS FLORES, RCHO STA MARG, CA 92688-5444
- Signed the 990-EZ
- Kristin Sato, Treasurer
- Return prepared by
- Adam Moore CPA
California records
California keeps its own records of charities and corporations. Search them by EIN 33-0270054 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
Community support for childhood education.
Program accomplishments
- STEM instruction & supplies for Trabuco Mesa Elementary School students.Expenses $33,579
- Teacher supply stipends for teachers and instructors at Trabuco Mesa Elementary School.Expenses $8,038
- Celebration at the end of the school year recognizing the efforts of students, teachers, and staff throughout the school year.Expenses $8,262
- School AssembliesExpenses $6,942
- Teacher AppreciationExpenses $2,453
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
- 33-0270054
- 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)
- $94,142
- Income (IRS master file)
- $131,644
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $85,505 | $91,711 | $94,142 | XML |
| 990-EZ | June 2024 | $96,532 | $87,384 | $100,348 | XML |
| 990-EZ | June 2023 | $100,010 | $84,119 | $91,200 | XML |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | 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 33-0270054).
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 33-0270054.
- 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 $85,505, expenses of $91,711 and total assets of $94,142 at year end.
Other nonprofits in RCHO STA MARG
- PURPOSE DRIVEN CONNECTION EIN 26-3854748 · last filed 990 for 2024
- JESSIE REES FOUNDATION EIN 45-1836440 · last filed 990 for 2025
- COMMUNITY CHRISTIAN SCHOOLS EIN 20-5001347 · last filed 990 for 2025
- MICHAEL AND AMBER CHANG FOUNDATION EIN 81-4255209 · last filed 990-PF for 2024
- SANTA MARGARITA EAGLE FOUNDATION EIN 83-3567955 · last filed 990 for 2025
- BRIDGE OC INC EIN 84-3258071 · last filed 990 for 2024
- RAINBOW KIDS ACHIEVEMENT CENTER EIN 35-2195148 · last filed 990 for 2025
- HAILEY MAYZ FOUNDATION EIN 80-0459455 · last filed 990 for 2024