Nonprofit · EIN 94-6173874
PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC
Also known as ROOSEVELT ELEMENTARY SCHOOL PTA
Tax-exempt · BURLINGAME, CA 94010
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $75,970 | $83,630 | -$7,660 | $42,566 | – | $42,566 |
| June 30, 2024 | 990-EZ (amended) | $71,749 | $59,020 | $12,729 | $49,226 | – | $49,226 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $8,872
- Membership dues
- $1,002
- Net income from fundraising events
- $66,096
Expenses
- Grants and similar amounts paid
- $5,000
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $1,050
- Other expenses
- $77,580
- Program services (functional)
- $74,894
Balance sheet and other
- Total assets, start of year
- $49,226
- Total assets, end of year
- $42,566
- Total liabilities, end of year
- –
- Net assets, end of year
- $42,566
- Cash, savings and investments
- $42,566
- Gross receipts
- $96,483
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 |
|---|---|---|---|
| CHUCK LYMAN | PRESIDENT | 5 | $0 |
| KATE TOBIAS | VP | 5 | $0 |
| ELLEN VANDERWILT | TREASURER | 5 | $0 |
| JOE O'LEARY | SECRETARY | 5 | $0 |
990-EZ for the year ended June 30, 2024: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRACY AVELAR | PRESIDENT | 5 | $0 |
| ERIK DER | EVP/CO-PRES | 5 | $0 |
| ELLEN VANDERWILT | TREASURER | 5 | $0 |
| RAJEEV CHAND SINGHAL | CO-TREASURER | 5 | $0 |
| CHUCK LYMAN | SECRETARY | 5 | $0 |
| JUDY ZHONG | FINANCIAL SE | 5 | $0 |
| CLARISSA BUKHAN | CO-VP FUNDRA | 5 | $0 |
| JOHN WOODY | CO-VP FUNDRA | 5 | $0 |
| DENISE VIERA | VP COMMUNICA | 5 | $0 |
| KATE TOBIAS | CO-VP COMMUN | 5 | $0 |
| KATIE SHAPIRO | VP VOLUNTEER | 5 | $0 |
| LINDSAY BIERBRAUER | CO-VP VOLUNT | 5 | $0 |
| ANU GOPATHI | HISTORIAN | 5 | $0 |
| JACKIE XU | AUDITOR | 5 | $0 |
| JED CLEVENGER | PALIAMENTARI | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 1151 VANCOUVER AVE, BURLINGAME, CA 94010-5674
- Signed the 990-EZ
- ELLEN VANDERWILT, TREASURER
- Phone
- (650) 259-3890
- Return prepared by
- CLAYTON PATTERSON EA
California records
California keeps its own records of charities and corporations. Search them by EIN 94-6173874 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
PTA'S MISSION IS TO IMPACT THE LIVES OF ALL CHILDEN AND FAMILIES IN A POSITIVE WAY.
Program accomplishments
- PTA ADVOCATES AND SUPPORTS STUDENTS' GROWTH AND LEARNING EXPERENCES BY PROVIDING EXTRA CURRICULUM.Expenses $38,703 · grants $5,000
- PTA SUPPORTS SCHOOL AND TEACHERS THROUGH MINI-GRANTS, SCHOOL SUPPLIES AND LEARNING MATERIALS, OFFER ENRICHMENT PROGRAM, AND FINANCE SCHOOL YARD IMPROVEMENT.Expenses $22,930
- PTA PROMOTES COMMUNICATION THROUHT COMMUNITY SOCIAL EVENTS AND SHOWN APPRECIATION TO TEACHERS AND VOLUNTEERS FOR THEIR CONTRIBUTIONS.Expenses $13,261
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-EZ on file |
IRS record
- EIN
- 94-6173874
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Exempt since
- 1967
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $42,566
- Income (IRS master file)
- $96,483
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $75,970 | $83,630 | $42,566 | XML |
| 990-EZ | June 2024 | $71,749 | $59,020 | $49,226 | 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-EZ | June 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 94-6173874).
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 94-6173874.
- 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 1967.
- 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 4 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 $75,970, expenses of $83,630 and total assets of $42,566 at year end.
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