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Nonprofit · EIN 94-2954256

PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC

Also known as CLAIRE LILIENTHAL ELEMENTARY PTA

Tax-exempt · SAN FRANCISCO, CA 94123

Financials

$1M$922K2022$843K$960K2023$845K$604K2024
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$845,197$604,333$240,864$1,521,896$0$1,521,896
June 30, 2024990$842,684$960,140-$117,456$1,282,236$1,204$1,281,032
June 30, 2023990$1,019,423$921,922$97,501$1,398,489$0$1,398,489
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$791,385
Program service revenue
$3,590
Investment income
$53,603
Net rental income
$12,415
Net income from fundraising events
-$13,250
Net income from sales of inventory
-$3,454
Other revenue
-$3,381

Expenses

Grants and similar amounts paid
$277,440
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$1,350
Program services (functional)
$576,226
Management and general (functional)
$13,086
Fundraising (functional)
$15,021

Balance sheet and other

Total assets, start of year
$1,282,236
Total assets, end of year
$1,521,896
Total liabilities, end of year
$0
Net assets, end of year
$1,521,896
Net assets without donor restrictions
$1,521,896
Gross receipts
$988,803
Employees
0
Volunteers
40
Year formed
1982
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.

NameTitleHours / weekCompensation
Andy LiTreasurer
Trustee or director, Officer
5$0
Nikki ShapiroPresident
Trustee or director, Officer
2$0
Ryan MillerExecutive Vice President
Trustee or director
5$0
Lindsay CarltonVice President
Trustee or director
5$0
Ginger WadaVice President
Trustee or director
5$0
Emily DaySecretary
Trustee or director, Officer
5$0
Carrie WintonFinancial Secretary
Trustee or director
5$0
Deborah KimKIP Liaison
Trustee or director
5$0
Zack RobinParliamentarian
Trustee or director
5$0
990 for the year ended June 30, 2024: 9 people
NameTitleHours / weekCompensation
Carrie WintonFinancial Secretary
Trustee or director
5$0
Ginger WadaVice President
Trustee or director
5$0
Zack RobinParliamentarian
Trustee or director
5$0
Deborah KimKIP Liaison
Trustee or director
5$0
Ryan MillerExecutive Vice President
Trustee or director
5$0
Lindsay CarltonVice President
Trustee or director
5$0
Andy LiTreasurer
Trustee or director, Officer
5$0
Nikki ShapiroPresident
Trustee or director, Officer
5$0
Emily DaySecretary
Trustee or director, Officer
5$0
990 for the year ended June 30, 2023: 6 people
NameTitleHours / weekCompensation
Caren ParkVice President
Officer
0$0
Carrie WintonTreasurer
Officer
0$0
Andy LiFinancial Secretary
Officer
0$0
Katie KlingensmithPresident
Officer
0$0
Shelia BrunsellSecretary
Officer
0$0
Valerie SaroyanVice President
Officer
0$0

Address and contacts

Address (IRS master file)
3630 DIVISADERO ST, SAN FRANCISCO, CA 94123-1411
In care of
% FRED LIEDL
Principal officer (990 for 2024)
Nikki Shapiro, 3630 Divisadero, San Francisco, CA 94123
Signed the 990
FRED LIEDL, Treasurer
Phone
(415) 749-3516
Return prepared by
Richard Pon CPA

California records

California keeps its own records of charities and corporations. Search them by EIN 94-2954256 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

Support Claire Lilienthal Public Elementary School students and teacher educational objectives.

990 for the year ended June 30, 2025

Program accomplishments

  • PTA Funded SFUSD Programs. The PTA sponsored various student enrichment programs operated by SFUSD.
    Expenses $277,440 · grants $277,440
  • Other expenses such as outdoor education to support the students and staff at Claire Lilienthal School.
    Expenses $128,406
  • School Yard Climate Program -The School Yard Climate Program facilitates safe and supportive school environment.
    Expenses $92,059
  • Facility & School Supplies -The PTA provides support classroom material and school supplies.
    Expenses $78,321

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 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
94-2954256
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)
$1,521,896
Income (IRS master file)
$988,803

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$845,197$604,333$1,521,896XML
990June 2024$842,684$960,140$1,282,236XML
990June 2023$1,019,423$921,922$1,398,489XML
990June 2022$963,284$604,248$1,300,988IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 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 94-2954256).

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 94-2954256.
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 is the principal officer of PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC?
The 990 for the year ended June 30, 2025 names Nikki Shapiro.
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 9 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 $845,197, expenses of $604,333 and total assets of $1,521,896 at year end.

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