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Nonprofit · EIN 90-1132519

PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC

Also known as HERITAGE ELEMENTARY SCHOOL PTA

Tax-exempt · TUSTIN, CA 92782

Financials

$151K$158K2023$164K$162K2024
Revenue Expenses · by fiscal year end
Financials of PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-EZ$163,964$161,835$2,129$125,587–$125,587
June 30, 2024990-EZ$151,366$157,861-$6,495$123,458–$123,458
Financial details: 990-EZ for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$50,384
Membership dues
$2,346
Program service revenue
$123,080
Net income from fundraising events
-$12,877
Net income from sales of inventory
$1,031

Expenses

Compensation of officers, directors and key employees
$0
Professional fees and payments to contractors
$1,800
Printing, publications and postage
$331
Other expenses
$159,704
Program services (functional)
$145,326

Balance sheet and other

Total assets, start of year
$123,458
Total assets, end of year
$125,587
Total liabilities, end of year
–
Net assets, end of year
$125,587
Cash, savings and investments
$125,587
Gross receipts
$188,497

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.

NameTitleHours / weekCompensation
Pia LewisPresident15$0
Sandra ReyesVP Programs5$0
Jennifer NguyenVP Membership3$0
Dung LamVP Fundraising10$0
Alice HsiungSecretary1$0
Jessica IrwinTreasurer10$0
Fatima DoAuditor1$0
Tumy TranHistorian1$0
Josh NortonParliamentarian1$0
990-EZ for the year ended June 30, 2024: 9 people
NameTitleHours / weekCompensation
Brandon LewisPresident10$0
Sandra ReyesVP Programs5$0
Jennifer NguyenVP Membership3$0
Pia LewisVP Fundraising10$0
Alice HsiungSecretary1$0
Jessica IrwinTreasurer10$0
Tumy TranAuditor1$0
Rachel AndrewHistorian1$0
Bryan NguyenParliamentarian1$0

Address and contacts

Address (IRS master file)
15400 LANSDOWNE RD, TUSTIN, CA 92782-0222
Mailing address (990-N for 2015)
15400 Lansdowne Rd, Tustin CA 92782
Principal officer (990-N for 2015)
Tricia Agnew, 15400 Lansdowne Rd, Tustin CA 92782
Signed the 990-EZ
Jessica Irwin, Treasurer
Phone
(714) 430-2066
Return prepared by
Jessica Irwin

California records

California keeps its own records of charities and corporations. Search them by EIN 90-1132519 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)

Mission

Educational/Charitable

990-EZ for the year ended June 30, 2025

Program accomplishments

  • Physical Education Program, Provides outdoor and indoor physical activity for TK-5th grade Heritage Elementary School students, 500 students, one day per week.
    Expenses $13,300
  • 5th Grade CA Walk-Through
    Expenses $1,837
  • Field Trips
    Expenses $4,890
  • Hospitality
    Expenses $5,096
  • Running Club Program
    Expenses $470
  • Performing Arts Program, Provides an exposure to the arts through participation and viewing the play Lion King Jr. for Heritage students grade TK-5. Total of 500 students.
    Expenses $48,055
  • Art Masters
    Expenses $6,847
  • John Yeiser Assemblies
    Expenses $1,800
  • Imagination Machine Assemblies
    Expenses $1,585
  • 5th Grade Outdoor Science School Education Program, A 4-day program to explore and learn science through nature. A total of 100 5th grade students and staff attend.
    Expenses $33,435
  • Family Dance
    Expenses $280
  • Heritage Garden
    Expenses $1,062
  • Student Council
    Expenses $204
  • Robotics Team, The robotics team is part of a district-wide program to engage 4th and 5th graders with the hands-on experience to delve into the captivating world of robotics. Total of 20 students and 2 staff.
    Expenses $15,197
  • Assembly Expense
    Expenses $5,980
  • Field Day Expense
    Expenses $1,762
  • My Heritage Night Expense
    Expenses $745
  • 5th Grade Promotion and Field Trip Expense
    Expenses $2,069
  • Reflections Program Expense
    Expenses $712

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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-EZ on file
2023June 30, 2024November 15, 2024990-EZ on file

IRS record

EIN
90-1132519
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)
$125,587
Income (IRS master file)
$188,497

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZJune 2025$163,964$161,835$125,587IRS
990-EZJune 2024$151,366$157,861$123,458XML
990-EZJune 2023–––IRS
990-EZJune 2022–––IRS
990-EZJune 2021–––IRS
990-EZJune 2019–––IRS
990-N for 2015
Officer: Tricia Agnew
June 30, 2016≤ $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 90-1132519).

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 90-1132519.
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 is the principal officer of PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC?
The 990-N for 2015 names Tricia Agnew.
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 9 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 $163,964, expenses of $161,835 and total assets of $125,587 at year end.

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