Nonprofit · EIN 94-6184914
PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC
Also known as NORTH SHOREVIEW MONTESSORI PTA
Tax-exempt · SAN MATEO, CA 94401
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $181,542 | $138,393 | $43,149 | $155,454 | $0 | $155,454 |
| June 30, 2024 | 990 | $161,868 | $172,819 | -$10,951 | $112,305 | $0 | $112,305 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $167,143
- Program service revenue
- $0
- Investment income
- $0
- Net income from fundraising events
- $13,715
- Net income from sales of inventory
- $684
- Other revenue
- $14,399
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $600
- Program services (functional)
- $131,030
- Management and general (functional)
- $3,215
- Fundraising (functional)
- $4,148
Balance sheet and other
- Total assets, start of year
- $112,305
- Total assets, end of year
- $155,454
- Total liabilities, end of year
- $0
- Net assets, end of year
- $155,454
- Net assets without donor restrictions
- $155,454
- Gross receipts
- $201,058
- Employees
- 0
- Volunteers
- 75
- Year formed
- 1948
- 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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Julie Kokes | President Officer | 15 | $0 |
| Amardeep Prasad | Executive Vice President Officer | 7 | $0 |
| Blanca Battle | Secretary Officer | 5 | $0 |
| David Gagne | Treasurer Officer | 5 | $0 |
| Nate Kelly | VP Communications Officer | 5 | $0 |
| Leanna Knoepfel | VP Membership Officer | 5 | $0 |
| Cynthia Ehrhorn | VP Enrichment Officer | 5 | $0 |
| Flower Miller | VP Fundraising Officer | 5 | $0 |
| Crystal Bevis | Financial Secretary Officer | 2 | $0 |
| Shin Mei Wong | Historian Officer | 2 | $0 |
990 for the year ended June 30, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BIANCA BATLLE | SECRETARY Officer | – | $0 |
| CYNTHIA EHRHORN | VP OF ENRICH Officer | – | $0 |
| DAVID GAGNE | TREASURER Officer | – | $0 |
| CHRISTA HURRELL | FUNDRAISING Officer | – | $0 |
| NATE KELLY | VP OF COMMUN Officer | – | $0 |
| LEANNA KNOEPFEL | VP OF MEMBER Officer | – | $0 |
| JULIE KOKES | PRESIDENT Officer | – | $0 |
| FLOWER MILLER | VP OF FUNDRA Officer | – | $0 |
| AMARDEEP PRASAD | EXECUTIVE VP Officer | – | $0 |
| SNEHIL TIWARI | AUDITOR Officer | – | $0 |
| SHIN MEI WONG | HISTORIAN Officer | – | $0 |
Address and contacts
- Address (IRS master file)
- 1301 CYPRESS AVE, SAN MATEO, CA 94401-2007
- Principal officer (990 for 2024)
- Julie Kokes, 1301 Cypress Avenue, San Mateo, CA 94401
- Signed the 990
- Julie Kokes, President
- Phone
- (650) 312-7588
- Return prepared by
- TANDEM LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 94-6184914 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
North Shoreview Montessori PTA is a nonprofit corporation organized and operated exclusively for charitable purposes, specifically to enhance and support the educational experience at North Shoreview Montessori School, to develop a closer connection between school and home by encouraging parent involvement, and to improve the environment at North Shoreview Montessori School through volunteer and financial support. North Shoreview is a public Montessori school in San Mateo, California, offering preschool, elementary, and middle-school programs.
Program accomplishments
- The organization provided financial support to North Shoreview Montessori School for teacher aides, school events, emergency programs, instructional materials and supplies. The North Shoreview Montessori School is part of the San Mateo Foster City School District.Expenses $131,030
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 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 94-6184914
- 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)
- $155,454
- Income (IRS master file)
- $201,058
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $181,542 | $138,393 | $155,454 | IRS |
| 990 | June 2024 | $161,868 | $172,819 | $112,305 | XML |
| 990 | June 2023 | $179,425 | $169,871 | $124,105 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 94-6184914).
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 94-6184914.
- 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 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 Julie Kokes.
- 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 10 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 $181,542, expenses of $138,393 and total assets of $155,454 at year end.
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