Nonprofit · EIN 94-3042896
PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC
Also known as LAKESHORE ELEMENTARY PTA
Tax-exempt · SAN FRANCISCO, CA 94132
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $143,695 | $128,674 | $15,021 | $279,038 | $0 | $279,038 |
| June 30, 2024 | 990 | $188,989 | $159,700 | $29,289 | $271,517 | $7,500 | $264,017 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $140,308
- Membership dues
- $462
- Program service revenue
- $2,904
- Investment income
- $0
- Net income from sales of inventory
- $21
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fees and payments to contractors
- $94,667
- Printing, publications and postage
- $1,942
- Other expenses
- $32,065
- Program services (functional)
- $120,184
Balance sheet and other
- Total assets, start of year
- $271,517
- Total assets, end of year
- $279,038
- Total liabilities, end of year
- $0
- Net assets, end of year
- $279,038
- Cash, savings and investments
- $269,038
- Gross receipts
- $145,727
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 |
|---|---|---|---|
| MONIQUE SAN MIGUEL | PRESIDENT 2024-25 | 1 | $0 |
| VACANT | EXECUTIVE VICE PRESIDENT | 0 | $0 |
| COURTNEY POHL | CHAIR, MEMBERSHIP COMM 2024-25 | 0.25 | $0 |
| VERONICA CORTEZ | CHAIR EVENTS COMM 2024-25 | 1 | $0 |
| MONICA HANNON | ONGOING PROGRAMS 2024-25 | 1 | $0 |
| VIET-THI TA | RECORDING SECRETARY 2024-25 | 1 | $0 |
| KARL SCHACKNE | TREASURER 2024-25 | 2 | $0 |
| SHIRLEY SALIB | FINANCIAL SECRETARY 2024-25 | 2 | $0 |
| SHAWN KESSLER | AUDITOR 2024-25 | 1 | $0 |
| VACANT | HISTORIAN 2024-25 | 0 | $0 |
| PENELOPE VAN TUYL | CHAIR TOURS & WELCOME AND PARLIAMENTARIAN 2024-25 | 6.5 | $0 |
| DANNY BLOOMFIELD | CHAIR, COMMUNICATION COMMITTEE 2024-25 | 1 | $0 |
| DOROTHY CHIU | CO CHAIR, GREENING & BEAUTIFY COMM 2024-25 | 1 | $0 |
| LEAH MCNAMEE | CO-CHAIR, GREENING & BEAUTIFY COMM 2024-25 | 1 | $0 |
| JEANETTE FEDDES | CHAIR, COMMUNITY ENGAGEMENT COMM 2024-25 | 0.5 | $0 |
7 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| VACANT | CHAIR, FUNDRAISING COMMITTEE 2024-25 | 0 | $0 |
| ELLA MEI LINCOLN | CO-CHAIR CLASSRM & STAFF SUPPORT COMM 2024-25 | 0.25 | $0 |
| ALICIA SOWERSBY | CO-CHAIR CLASSRM & STAFF SUPPORT COMM 2024-25 | 0.25 | $0 |
| MIKIYA MATSUDA | EDITOR PAW PRINT PRESS 2024-25 | 2 | $0 |
| MATT HARTFORD | LAKESHORE SCHOOL PRINCIPAL 2024-25 | 1 | $0 |
| LAURA PALACIO | TEACHER LIASON 2024-25 | 0.25 | $0 |
| LISA DEMATTEI | LSES STAFF LIASON 2024-25 | 0.25 | $0 |
990 for the year ended June 30, 2024: 22 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MONIQUE SAN MIGUEL | PRESIDENT 2023-24 Trustee or director, Officer | 3 | $0 |
| ROWENA FONTANOS ROGERS | EXECUTIVE VICE PRESIDENT 2023-24 Trustee or director, Officer | 1 | $0 |
| ELISA LINHALES | VP MEMBERSHIP 2023-24 Trustee or director, Officer | 1 | $0 |
| JEANETTE FEDDES | VP SPECIAL EVENTS 2023-24 Trustee or director, Officer | 3 | $0 |
| EMILY BEITIKS | VP ONGOING PROGRAMS 2023-24 Trustee or director, Officer | 3 | $0 |
| COURTNEY POHL | RECORDING SECRETARY 2023-24 Trustee or director, Officer | 1 | $0 |
| LISA CAMPBELL | TREASURER 2023-24 Trustee or director, Officer | 3 | $0 |
| SHIRLEY SALIB | FINANCIAL SECRETARY 2023-24 Trustee or director, Officer | 2 | $0 |
| KARL SCHACKNE | AUDITOR 2023-24 & TREASURER 2024-25 Trustee or director, Officer | 1 | $0 |
| LISA DeMATTEL | HISTORIAN 2023-24 Trustee or director, Officer | 1 | $0 |
| MATT HARTFORD | LAKESHORE SCHOOL PRINCIPAL 2023-24 Trustee or director | 1 | $0 |
| LAURA PALACIO | TEACHER LIASON 2023-24 Trustee or director | 1 | $0 |
| SHAWN KESSLER | PARLIAMENTARIAN 2023-24 Trustee or director, Officer | 1 | $0 |
| DANNY BLOOMFIELD | CHAIR, COMMUNICATION COMMITTEE 2023-24 Trustee or director | 1 | $0 |
| vacant | CHAIR, COMMUNITY ENGAGEMENT COMM Trustee or director | 0 | $0 |
| CHRISTINE BOYD | CHAIR, FUNDRAISING COMMITTEE 2023-24 Trustee or director | 7 | $0 |
| PABLO IMERI | CHAIR, GRANTS COMMITTEE 2023-24 Trustee or director | 1 | $0 |
| STEPHEN BOYD | CHAIR, GREENING & BEAUTIFY COMM 2023-24 Trustee or director | 2 | $0 |
| vacant | CHAIR, OUTREACH 2023-24 Trustee or director | 0 | $0 |
| vacant | CHAIR, PARENT EDUCATION COMMITTEE 2023-24 Trustee or director | 0 | $0 |
| PENELOPE VAN TUYL | CHAIR, TOURS & WELCOME COMM 2023-24 Trustee or director | 3 | $0 |
| CYNTHIA QUAN | ROOM PARENT COORDINATOR 2023-24 Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 220 MIDDLEFIELD DR, SAN FRANCISCO, CA 94132-1418
- Signed the 990-EZ
- KARL SCHACKNE, TREASURER 2024-25
- Phone
- (415) 759-2825
- Website
- www.lakeshoreelementary.org
California records
California keeps its own records of charities and corporations. Search them by EIN 94-3042896 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 PTA IS A NON-PROFIT ORGANIZATION OF LAKESHORE PARENTS, RELATIVES, STAFF AND COMMUNITY MEMBERS DEDICATED TO ENSURING ACADEMIC, CREATIVE, EMOTIONAL, PHYSICAL, AND SOCIAL ENRICHMENT AND CREATING THE BEST ENVIRONMENT FOR OUR CHILDREN.
Program accomplishments
- PROVIDE ENRICHMENT (SUPPLEMENTAL) EDUCATION PROGRAMS INCLUDING ENVIRONMENTAL EDUCATION, MOTOR SKILLS DEVELOPMENT, ART, MUSIC, ETC., BY PROVIDING CONSULTANTS AND PROG SUPPLIES, BENEFITING ALL (ESTIMATED 416) STUDENTS DURING THE 2024-25 SCHOOL YEAR.Expenses $96,602
- PROVIDE CLASSROOM AND SCHOOL SUPPORT TO ALL STUDENTS THROUGH PURCHASE OF SUPPLIES, EDUCATIONAL MATERIALS, ETC., FOR TEACHERS, LIBRARY, SUPPORT STAFF, ETC., SUPPLEMENTING THE SCHOOL DISTRICT BUDGET, SERVING ALL (ESTIMATED 416) STUDENTS DURING THE 2024-25 SCHOOL YEARExpenses $15,252
- GRADUATION FOR FIFTH GRADERS (APPROXIMATELY 68 STUDENTS)Expenses $4,951
- OTHER PROG(RAMS: PARENT/CHILD/FAMILY ACTIVITIES - CHILDREN'S CARNIVAL $2,148, SCIENCE FAIR $731, AND OTHER $500 (PARENT EDUCATION,WELCOME PICNIC, GLOW PARTY, COFFEE SOCIALS) : APPROXIMATELY 600 PARTICIPANTS DURING THE 2024-25 SCHOOL YEAR.Expenses $3,379
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 on file |
IRS record
- EIN
- 94-3042896
- 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)
- $279,038
- Income (IRS master file)
- $145,727
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $143,695 | $128,674 | $279,038 | XML |
| 990 | June 2024 | $188,989 | $159,700 | $271,517 | XML |
| 990-EZ | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $176,118 | $153,844 | $244,898 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | 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 94-3042896).
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 94-3042896.
- 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 22 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 $143,695, expenses of $128,674 and total assets of $279,038 at year end.
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