Nonprofit · EIN 33-0407599
PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC
Also known as MAGNOLIA ELEMENTARY PTA
Tax-exempt · CARLSBAD, CA 92008
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $226,578 | $221,739 | $4,839 | $94,463 | $0 | $94,463 |
| June 30, 2024 | 990 | $208,800 | $208,033 | $767 | $88,632 | $0 | $88,632 |
| June 30, 2023 | 990-EZ | $126,786 | $126,815 | -$29 | $87,865 | $0 | $87,865 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $226,578
- Membership dues
- $175
- Program service revenue
- $0
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $520
- Program services (functional)
- $216,575
- Management and general (functional)
- $5,164
Balance sheet and other
- Total assets, start of year
- $88,632
- Total assets, end of year
- $94,463
- Total liabilities, end of year
- $0
- Net assets, end of year
- $94,463
- Gross receipts
- $226,578
- Employees
- 0
- Volunteers
- 49
- Year formed
- 1993
- 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 |
|---|---|---|---|
| Jenny Burlington | President Officer | 4 | $0 |
| Whitney Baker | Financial Secretary Officer | 3 | $0 |
| Amy Wardak | Treasurer Officer | 2 | $0 |
| Elizabeth Speck | Executive VP Officer | 3 | $0 |
990 for the year ended June 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Whitney Baker | Financial Secretary Officer | 3 | $0 |
| Amy Wardak | Treasurer Officer | 2 | $0 |
| Maddy Kilkenny | President Officer | 5 | $0 |
| Jenny Burlington | Executive VP Officer | 4 | $0 |
990-EZ for the year ended June 30, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jenna Oziel | President | 5 | $0 |
| Maddy Kilkenny | Executive VP | 4 | $0 |
| Ejehan Turker | Recording Secretary | 3 | $0 |
| Gillian Parker | Financial Secretary | 3 | $0 |
| Jessica Nuxoll | Treasurer | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 1905 MAGNOLIA ANENUE, CARLSBAD, CA 92008-0000
- In care of
- % AMY WARDAK
- Signed the 990
- AMY WARDAK, Treasurer
- Phone
- (760) 331-5600
- Website
- mes.carlsbadusd.net
- Return prepared by
- Tax Preparation Service
California records
California keeps its own records of charities and corporations. Search them by EIN 33-0407599 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
We raise funds to provide services and programs to the Magnolia Elementary kids
Program accomplishments
- Provide school wide events for students and their families, learning materials and supplies for students, teaching supplies and materials for staff and help fund the arts & gardenExpenses $216,575 · revenue $226,578
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 on file |
IRS record
- EIN
- 33-0407599
- 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)
- $94,463
- Income (IRS master file)
- $226,578
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $226,578 | $221,739 | $94,463 | XML |
| 990 | June 2024 | $208,800 | $208,033 | $88,632 | XML |
| 990-EZ | June 2023 | $126,786 | $126,815 | $87,865 | 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 33-0407599).
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 33-0407599.
- 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 are the officers and directors of PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC?
- The 990 for the year ended June 30, 2025 lists 4 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 $226,578, expenses of $221,739 and total assets of $94,463 at year end.
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