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Nonprofit · EIN 94-3400565

PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS AND STUDENTS INC

Also known as MARGUERITE MONTGOMERY ELEM PTA

Tax-exempt · DAVIS, CA 95618

Financials

$67K$44K2022$71K$57K2023$73K$97K2024
Revenue Expenses · by fiscal year end
Financials of PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS AND STUDENTS INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-EZ$72,823$97,455-$24,632$67,716–$67,716
June 30, 2024990-EZ$71,432$56,954$14,478$92,348–$92,348
June 30, 2023990-EZ$67,026$43,618$23,408$77,870–$77,870
Financial details: 990-EZ for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$3,417
Program service revenue
$9,816
Investment income
$78
Net income from fundraising events
$59,512

Expenses

Compensation of officers, directors and key employees
$0
Other expenses
$97,455
Program services (functional)
$96,766

Balance sheet and other

Total assets, start of year
$92,348
Total assets, end of year
$67,716
Total liabilities, end of year
–
Net assets, end of year
$67,716
Cash, savings and investments
$67,716
Gross receipts
$108,914

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
Amanda CattiveraFundraising VP1$0
Samantha JonesTreasurer5$0
Callie GarritsonCommunications4$0
Elizabeth MontaoSecretary1$0
Esmeralda FigueroaMembership VP1$0
Rebekah TsaiVice President1$0
990-EZ for the year ended June 30, 2024: 12 people
NameTitleHours / weekCompensation
Amanda CattiveraFundraising VP1$0
Samantha JonesPresident3$0
Callie GarritsonCommunications3$0
Sarah CavesCommunity VP1$0
Elizabeth MontanoSecretary1$0
Claire TauzerTreasurer3$0
Esmeralda FigueroaMembership VP1$0
Bekah TsaiParlimentarian3$0
Crissy BussAuditor1$0
Amelia HessPrincipal Rep1$0
Jill SouzaExecutive VP3$0
Sydney SantanaTeacher Rep1$0
990-EZ for the year ended June 30, 2023: 4 people
NameTitleHours / weekCompensation
Amanda CattiveraTreasurer2$0
Samantha JonesPresident2$0
Isabel RiveraAUDITOR2$0
Jill SouzaVice President2$0

Address and contacts

Address (IRS master file)
1441 DANBURY ST, DAVIS, CA 95618-4892
Signed the 990-EZ
Claire Tauzer, Treasurer
Phone
(530) 759-2100
Return prepared by
Nelson & Associates CPAs

California records

California keeps its own records of charities and corporations. Search them by EIN 94-3400565 or by the name PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS AND STUDENTS INC.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

TO BRING INTO CLOSER RELATION THE HOME AND THE SCHOOL, THAT PARENTS AND TEACHERS MAY COOPERATE INTELLIGENTLY IN THE EDUCATION OF CHILDREN AND YOUTH.

990-EZ for the year ended June 30, 2025

Program accomplishments

  • The Montgomery Elementary PTA served its community of 435 students, and their families, 37% of which are English language learners. Some of our biggest accomplishments in FY23 was expanding and updating our library of Spanish-language books, holding a performance of Baile Folklorico (featuring ~200 students), holding several community-building events such as an end-of-year carnival and family craft nights. We also had a successful fund raising year with our two biggest events being our annual dinner and auction, and our fun run. We also continued our mission of supporting our campus community by providing funds for classroom supplies, instructional material, and field trips.
    Expenses $96,766

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
94-3400565
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)
$67,716
Income (IRS master file)
$108,914

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZJune 2025$72,823$97,455$67,716IRS
990-EZJune 2024$71,432$56,954$92,348IRS
990-EZJune 2023$67,026$43,618$77,870XML
990-EZJune 2022–––IRS
990-EZJune 2021–––IRS
990-EZJune 2020–––IRS
990-EZJune 2019–––IRS
990-EZJune 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 94-3400565).

Questions about PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS AND STUDENTS INC

What is the EIN of PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS AND STUDENTS INC?
The employer identification number (EIN) of PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS AND STUDENTS INC is 94-3400565.
Is PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS AND 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 AND 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 AND 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 AND 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 AND STUDENTS INC?
The 990-EZ for the year ended June 30, 2025 lists 6 people; 0 received compensation from the organization.
How much revenue does PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS AND STUDENTS INC have?
On its 990-EZ for the year ended June 30, 2025 it reported revenue of $72,823, expenses of $97,455 and total assets of $67,716 at year end.

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