Nonprofit · EIN 77-0564619
SHELL BEACH ELEMENTARY PTO
Tax-exempt · PISMO BEACH, CA 93449
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2024 | 990-EZ | $80,094 | $46,259 | $33,835 | $135,821 | – | $135,821 |
Financial details: 990-EZ for the year ended June 30, 2024
Revenue
- Contributions, gifts and grants
- $1,305
- Net income from fundraising events
- $78,789
Expenses
- Benefits paid to members
- $42,684
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $757
- Occupancy
- $50
- Printing, publications and postage
- $300
- Other expenses
- $2,468
- Program services (functional)
- $46,259
Balance sheet and other
- Total assets, start of year
- $101,986
- Total assets, end of year
- $135,821
- Total liabilities, end of year
- –
- Net assets, end of year
- $135,821
- Cash, savings and investments
- $135,821
- Gross receipts
- $130,746
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PETINA SODERQUIST | PRESIDENT | 0 | $0 |
| KATRINA LAWTON | TREASURER | 0 | $0 |
| RACHEL MUETZEL | SECRETARY | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 2100 SHELL BEACH RD, PISMO BEACH, CA 93449-1800
- In care of
- % HEATHER COHN
- Mailing address (990-N for 2012)
- 2100 Shell Beach Road, Pismo Beach CA 93449
- Principal officer (990-N for 2012)
- Heather Cohn, 2100 Shell Beach Road, Pismo Beach CA 93449
- Signed the 990-EZ
- KATRINA LAWTON, SECRETARY
- Phone
- (805) 474-3760
- Return prepared by
- H AND R BLOCK
California records
California keeps its own records of charities and corporations. Search them by EIN 77-0564619 or by the name SHELL BEACH ELEMENTARY PTO.
- 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
SEE SCHEDULE O
Program accomplishments
- SCHOOL COMMUNITY PROGRAMS, EVENTS AND GENERAL SUPPORTExpenses $46,259
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 | Not on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 77-0564619
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2003
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B94)
- Assets (IRS master file)
- $135,821
- Income (IRS master file)
- $130,746
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2024 | $80,094 | $46,259 | $135,821 | XML |
| 990-EZ | June 2023 | – | – | – | IRS |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2020 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
| 990-N for 2012 Officer: Heather Cohn | June 30, 2013 | ≤ $50,000 receipts | – | – | e-Postcard |
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 77-0564619).
Questions about SHELL BEACH ELEMENTARY PTO
- What is the EIN of SHELL BEACH ELEMENTARY PTO?
- The employer identification number (EIN) of SHELL BEACH ELEMENTARY PTO is 77-0564619.
- Is SHELL BEACH ELEMENTARY PTO tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to SHELL BEACH ELEMENTARY PTO tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SHELL BEACH ELEMENTARY PTO 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 SHELL BEACH ELEMENTARY PTO 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 SHELL BEACH ELEMENTARY PTO last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2024.
- Who is the principal officer of SHELL BEACH ELEMENTARY PTO?
- The 990-N for 2012 names Heather Cohn.
- Who are the officers and directors of SHELL BEACH ELEMENTARY PTO?
- The 990-EZ for the year ended June 30, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does SHELL BEACH ELEMENTARY PTO have?
- On its 990-EZ for the year ended June 30, 2024 it reported revenue of $80,094, expenses of $46,259 and total assets of $135,821 at year end.
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