Nonprofit · EIN 33-0566457
PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC
Also known as NORTHWOOD ELEMENTARY PTA
Tax-exempt · IRVINE, CA 92620
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $84,913 | $74,949 | $9,964 | $109,167 | – | $109,167 |
| June 30, 2024 | 990-EZ | $85,455 | $87,456 | -$2,001 | $99,203 | – | $99,203 |
| June 30, 2023 | 990-EZ | $81,885 | $66,321 | $15,564 | $101,080 | $3,647 | $97,433 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $33,199
- Membership dues
- $585
- Program service revenue
- $20,273
- Net income from fundraising events
- $30,856
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $7,285
- Occupancy
- $598
- Printing, publications and postage
- $360
- Other expenses
- $66,706
- Program services (functional)
- $47,552
Balance sheet and other
- Total assets, start of year
- $99,203
- Total assets, end of year
- $109,167
- Total liabilities, end of year
- –
- Net assets, end of year
- $109,167
- Cash, savings and investments
- $109,167
- Gross receipts
- $84,913
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 |
|---|---|---|---|
| ERIN MOREFIELD | PRESIDENT | 0 | $0 |
| SARA MOMENI | EXEC VP | 0 | $0 |
| ROBERT MEDINA | TREASURER | 0 | $0 |
| I-CHING LIU | VP OF MEMBER | 0 | $0 |
| OLIVIA HUIE | VP OF COMMUN | 0 | $0 |
| WENDY BURDEI | RECORDING SE | 0 | $0 |
| TAMMY MOUGIS | PARLIAMENTAR | 0 | $0 |
| JESSI BALLI | HISTORIAN | 0 | $0 |
| ANDREA FERNANDEZ-JACKSON | VP PROGRAMS | 0 | $0 |
| RUI LEE | FINANCIAL SE | 0 | $0 |
990-EZ for the year ended June 30, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ERIN MOREFIELD | PRESIDENT | 0 | $0 |
| TAMMY MOUGIS | EXEC VP | 0 | $0 |
| CALVIN CASTOR | TREASURER | 0 | $0 |
| I-CHING LIU | VP OF MEMBER | 0 | $0 |
| OLIVIA HUIE | VP OF COMMUN | 0 | $0 |
| WENDY BURDEI | RECORDING SE | 0 | $0 |
| SAMIRA VAFADAR | PARLIAMENTAR | 0 | $0 |
| DEBASMITA SMITA BANERJEE | HISTORIAN | 0 | $0 |
| ANDREA FERNANDEZ-JACKSON | VP PROGRAMS | 0 | $0 |
| LISA HONG | FINANCIAL SE | 0 | $0 |
990-EZ for the year ended June 30, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EVELYN LE | PRESIDENT | 6 | $0 |
| JEN CONNELL | VP OF PROGRA | 3 | $0 |
| RENEE JAURIGUE | VP OF MEMBER | 3 | $0 |
| ROBERT MEDINA | TREASURER | 6 | $0 |
| LYRA MEDINA | RECORDING SE | 3 | $0 |
| CALVIN CASTOR | PARLIAMENTAR | 2 | $0 |
| LISA HONG | HISTORIAN | 2 | $0 |
| ELSA SLUSHER | FINANCIAL SE | 2 | $0 |
| RITA KONG | VP OF COMMUN | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 28 CARSON, IRVINE, CA 92620-3313
- Signed the 990-EZ
- ERIN MOREFIELD, PRESIDENT
- Phone
- (949) 936-5950
- Return prepared by
- SAN JUAN FINANCIAL
California records
California keeps its own records of charities and corporations. Search them by EIN 33-0566457 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
THE OVERALL PURPOSE OF PTA IS TO MAKE EVERY CHILD'S POTENTIAL A REALITY BY ENGAGING AND EMPOWERING FAMILIES AND COMMUNITIES TO ADVOCATE FOR ALL CHILDREN.
Program accomplishments
- ALL OTHER ACTIVITIES WERE IN SUPPORT OF EDUCATIONAL PROGRAMMING AT THE SCHOOL, COVERING EXPENSES AND SUPPORTING PROGRAMMING WHERE THE SCHOOL DISTRICT HAS NOT.Expenses $8,210
- THE PURPOSE OF THE JOG-A-THON WAS TO RAISE MONEY FOR THE PURCHASE OF TECHNOLOGY FOR USE BY THE STUDENTS FOR THE CLASSROOMS. THE STUDENTS RAISE MONEY BY SOLICITING FRIENDS AND FAMILY FOR DONATIONS AND PROMOTE PHYSICAL FITNESS BY PARTICIPATION IN THE ACTUAL EVENT.
- ALL OTHER ACTIVITIES WERE IN SUPPORT OF EDUCATIONAL PROGRAMMING AT THE SCHOOL, COVERING EXPENSES AND SUPPORTING PROGRAMMING WHERE THE SCHOOL DISTRICT HAS NOT.
- ALL OTHER ACTIVITIES WERE IN SUPPORT OF EDUCATIONAL PROGRAMMING AT THE SCHOOL, COVERING EXPENSES AND SUPPORTING PROGRAMMING WHERE THE SCHOOL DISTRICT HAS NOT.Expenses $39,342
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
- 33-0566457
- 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)
- $109,167
- Income (IRS master file)
- $84,913
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $84,913 | $74,949 | $109,167 | IRS |
| 990-EZ | June 2024 | $85,455 | $87,456 | $99,203 | IRS |
| 990-EZ | June 2023 | $81,885 | $66,321 | $101,080 | XML |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2020 | – | – | – | 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 33-0566457).
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 33-0566457.
- 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 $84,913, expenses of $74,949 and total assets of $109,167 at year end.
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