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Pta California Congress Of Parents Teachers & Students Inc

Kelly Elementary Pta
  • Carlsbad, CA
  • Tax-exempt since Nov. 1943
  • EIN: 33-0028210

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$134k (2024)

Expenses
$143k (2024)

Total Assets
$102k (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2024

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$134,092
Expenses
$143,326
Net Income
-$9,234
Net Assets
$101,898
Notable Sources of Revenue Percent of Total Revenue
Contributions $39,616
29.5%
Program Services $20,142
15.0%
Investment Income $6
0.0%
Net Fundraising $73,174
54.6%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $101,898
Total Liabilities $0
Net Assets $101,898
Compensation
Key Employees and Officers Compensation Other
Hallie Thompson (President) $0 $0
Lauren Foulger (Vice President) $0 $0
Dani De Monte (Vice President) $0 $0
Brieahna Weatherford (Vice President) $0 $0
Georgiena Megan Robinson (Secretary) $0 $0
Alyssa Burt (Treasurer) $0 $0
Anna Connelly (Parliamentarian) $0 $0
Kristan Sampson (Historian) $0 $0
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Document Links

990-EZ
Filed on Jan. 17, 2025

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$141,901
Expenses
$145,455
Net Income
-$3,554
Net Assets
$111,132
Notable Sources of Revenue Percent of Total Revenue
Contributions $40,353
28.4%
Program Services $24,901
17.5%
Investment Income $4
0.0%
Net Fundraising $67,346
47.5%
Sales of Assets $0
Net Inventory Sales $7,377
5.2%
Other Revenue $0
Assets/Debt
Total Assets $111,132
Total Liabilities $0
Net Assets $111,132
Compensation
Key Employees and Officers Compensation Other
Marie Monforte (President) $0 $0
Brieahna Weatherford (Vice President) $0 $0
Terry Vayakone (Treasurer) $0 $0
Greene Lyon (Secretary) $0 $0
+ View more people

Document Links

990-EZ
Filed on Feb. 11, 2024

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$96,545
Expenses
$128,101
Net Income
-$31,556
Net Assets
$114,686
Notable Sources of Revenue Percent of Total Revenue
Contributions $17,155
17.8%
Program Services $16,609
17.2%
Investment Income $14
0.0%
Net Fundraising $57,461
59.5%
Sales of Assets $0
Net Inventory Sales $2,501
2.6%
Other Revenue $0
Assets/Debt
Total Assets $114,686
Total Liabilities $0
Net Assets $114,686
Compensation
Key Employees and Officers Compensation Other
Anna Connelly (President) $0 $0
Ariane Kilcoin (Executive Vp) $0 $0
Kristan Curren Sampson (Treasurer) $0 $0
Greene Lyon (Secretary) $0 $0
Diana Baines (Vp Fundraising) $0 $0
Kelli Donahue (Vp Membership) $0 $0
Lacey Morgan (Vp Comms) $0 $0
Natalie Todd (Historian) $0 $0
Marie Monforte (Auditor) $0 $0
Anuska Ullal (Parlimentarian) $0 $0
+ View more people

Document Links

990-EZ
Filed on March 10, 2023

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$25,765
Expenses
$27,605
Net Income
-$1,840
Net Assets
$146,242
Notable Sources of Revenue Percent of Total Revenue
Contributions $4,980
19.3%
Program Services $950
3.7%
Investment Income $8
0.0%
Net Fundraising $20,013
77.7%
Sales of Assets $0
Net Inventory Sales -$2,645
Other Revenue $0
Assets/Debt
Total Assets $146,242
Total Liabilities $0
Net Assets $146,242
Compensation
Key Employees and Officers Compensation Other
Anna Connelly (President) $0 $0
Ariane Kilcoin (Executive Vp) $0 $0
Kristan Curren Sampson (Treasurer) $0 $0
Shannon Thompson (Secretary) $0 $0
Greene Lyon (Vp Membership) $0 $0
Kelli Donahue (Vp Ways & Means) $0 $0
Lacey Morgan (Vp Comms) $0 $0
Natalie Todd (Historian) $0 $0
Marie Monforte (Auditor) $0 $0
Anuska Ullal (Parlimentarian) $0 $0
+ View more people

Document Links

990-EZ
Filed on Feb. 15, 2022

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$117,404
Expenses
$87,160
Net Income
$30,244
Net Assets
$148,082
Notable Sources of Revenue Percent of Total Revenue
Contributions $14,380
12.2%
Program Services $7,944
6.8%
Investment Income $18
0.0%
Net Fundraising $83,206
70.9%
Sales of Assets $0
Net Inventory Sales $8,406
7.2%
Other Revenue $0
Assets/Debt
Total Assets $148,082
Total Liabilities $0
Net Assets $148,082
Compensation
Key Employees and Officers Compensation Other
Anuska Ullal (President) $0 $0
Ariane Kilcoin (Treasurer) $0 $0
Shannon Thompson (Secretary) $0 $0
Greene Lyon (Vp Membership) $0 $0
Kelli Donahue (Vp Ways & Means) $0 $0
Carrie Packard (Vp Volunteers) $0 $0
Anna Connelly (Historian) $0 $0
Cindy Lam Vuu (Parlimentarian) $0 $0
+ View more people

Document Links

990-EZ
Filed on Dec. 5, 2020

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$106,328
Expenses
$94,349
Net Income
$11,979
Net Assets
$117,838
Notable Sources of Revenue Percent of Total Revenue
Contributions $24,775
23.3%
Program Services $9,778
9.2%
Investment Income $32
0.0%
Net Fundraising $66,980
63.0%
Sales of Assets $0
Net Inventory Sales $2,813
2.6%
Other Revenue $0
Assets/Debt
Total Assets $117,838
Total Liabilities $0
Net Assets $117,838
Compensation
Key Employees and Officers Compensation Other
Cindy Lam (President) $0 $0
Beth Cohen (Executive Vp) $0 $0
Ariane Kilcoin (Treasurer) $0 $0
Margaret Gibson (Secretary) $0 $0
Alycia Sutton (Vp Membership) $0 $0
Lisa Measer (Vp Ways & Means) $0 $0
Chris Shaver (Vp Volunteers) $0 $0
Annamarie Connelly (Historian) $0 $0
Kimberly Cardoso (Auditor) $0 $0
Sarrah Gielow (Parlimentarian) $0 $0
+ View more people

Document Links

990-EZ
Filed on Nov. 8, 2019

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$98,562
Expenses
$88,882
Net Income
$9,680
Net Assets
$105,859
Notable Sources of Revenue Percent of Total Revenue
Contributions $27,958
28.4%
Program Services $10,945
11.1%
Investment Income $30
0.0%
Net Fundraising $56,113
56.9%
Sales of Assets $0
Net Inventory Sales $1,396
1.4%
Other Revenue $0
Assets/Debt
Total Assets $105,859
Total Liabilities $0
Net Assets $105,859
Compensation
Key Employees and Officers Compensation Other
Cindy Lam Vuu (President) $0 $0
Hilary Thomas (Executive Vp) $0 $0
Kim Arnett (Treasurer) $0 $0
Margaret Gibson (Secretary) $0 $0
Alycia Sutton (Vp Membership) $0 $0
Kerry Lutzker (Vp Ways & Means) $0 $0
Chris Shaver (Vp Volunteers) $0 $0
Trinie Harrington (Historian) $0 $0
Kimberly Cardoso (Auditor) $0 $0
Dana Mc Cann (Parlimentarian) $0 $0
+ View more people

Document Links

990-EZ
Filed on Nov. 16, 2018

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$114,070
Expenses
$105,262
Net Income
$8,808
Net Assets
$96,179
Notable Sources of Revenue Percent of Total Revenue
Contributions $38,008
33.3%
Program Services $9,399
8.2%
Investment Income $32
0.0%
Net Fundraising $62,736
55.0%
Sales of Assets $0
Net Inventory Sales $1,560
1.4%
Other Revenue $0
Assets/Debt
Total Assets $96,179
Total Liabilities $0
Net Assets $96,179
Compensation
Key Employees and Officers Compensation Other
Kerry Lutzker (President) $0 $0
Sarrah Gielow (Executive Vp) $0 $0
Kim Arnett (Treasurer) $0 $0
Becky Wilson (Secretary) $0 $0
Chris Kosik (Vp Membership) $0 $0
Dana Mc Cann (Vp Ways & Means) $0 $0
Mona Gocan (Vp Volunteers) $0 $0
Trinie Harrington (Historian) $0 $0
Chris Shaver (Auditor) $0 $0
Dana Mc Cann (Parlimentarian) $0 $0
+ View more people

Document Links

990-EZ
Filed on Nov. 11, 2017

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$112,130
Expenses
$107,593
Net Income
$4,537
Net Assets
$87,371
Notable Sources of Revenue Percent of Total Revenue
Contributions $32,247
28.8%
Program Services $8,419
7.5%
Investment Income $32
0.0%
Net Fundraising $68,304
60.9%
Sales of Assets $0
Net Inventory Sales $749
0.7%
Other Revenue $0
Assets/Debt
Total Assets $87,371
Total Liabilities $0
Net Assets $87,371
Compensation
Key Employees and Officers Compensation Other
Dana Mc Cann (President) $0 $0
Kerry Lutzker (Executive Vp) $0 $0
Kristen Ray (Treasurer) $0 $0
Becky Wilson (Secretary) $0 $0
Chris Kosik (Vp Membership) $0 $0
Jennifer Kelley (Vp Ways & Means) $0 $0
Mona Gocan (Vp Volunteers) $0 $0
Laurie Hutchens (Historian) $0 $0
Chris Shaver (Auditor) $0 $0
Sheila Dillon (Parlimentarian) $0 $0
+ View more people

Document Links

990-EZ
Filed on Nov. 10, 2016

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$106,751
Expenses
$117,647
Net Income
-$10,896
Net Assets
$82,834
Notable Sources of Revenue Percent of Total Revenue
Contributions $36,059
33.8%
Program Services $8,849
8.3%
Investment Income $31
0.0%
Net Fundraising $56,063
52.5%
Sales of Assets $0
Net Inventory Sales $2,029
1.9%
Other Revenue $0
Assets/Debt
Total Assets $82,834
Total Liabilities $0
Net Assets $82,834
Compensation
Key Employees and Officers Compensation Other
Lauri Hutchens (President) $0 $0
Dana Mc Cann (Executive Vp) $0 $0
Adam Finley (Treasurer) $0 $0
Chris Kosik (Secretary) $0 $0
Nikki Sherrer (Vp Membership) $0 $0
Alycia Sutton (Vp Ways & Means) $0 $0
Chrissy Davis (Vp Volunteers) $0 $0
Kathy Arms (Historian) $0 $0
Kathy Matt (Auditor) $0 $0
Sheila Dillon (Parlimentarian) $0 $0
+ View more people

Document Links

990-EZ
Filed on Dec. 1, 2015

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$96,922
Expenses
$97,912
Net Income
-$990
Net Assets
$93,730
Notable Sources of Revenue Percent of Total Revenue
Contributions $33,480
34.5%
Program Services $9,419
9.7%
Investment Income $34
0.0%
Net Fundraising $48,998
50.6%
Sales of Assets $0
Net Inventory Sales $1,740
1.8%
Other Revenue $0
Assets/Debt
Total Assets $93,730
Total Liabilities $0
Net Assets $93,730

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$95,600
Expenses
$93,650
Net Income
$1,950
Net Assets
$94,720
Notable Sources of Revenue Percent of Total Revenue
Contributions $34,801
36.4%
Program Services $4,211
4.4%
Investment Income $56
0.1%
Net Fundraising $51,328
53.7%
Sales of Assets $0
Net Inventory Sales $2,024
2.1%
Other Revenue $0
Assets/Debt
Total Assets $94,720
Total Liabilities $0
Net Assets $94,720

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$98,641
Expenses
$91,219
Net Income
$7,422
Net Assets
$92,770
Notable Sources of Revenue Percent of Total Revenue
Contributions $26,963
27.3%
Program Services $6,378
6.5%
Investment Income $81
0.1%
Net Fundraising $57,901
58.7%
Sales of Assets $0
Net Inventory Sales $4,068
4.1%
Other Revenue $0
Assets/Debt
Total Assets $92,770
Total Liabilities $0
Net Assets $92,770

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$131,765
Expenses
$135,174
Net Income
-$3,409
Net Assets
$85,348
Notable Sources of Revenue Percent of Total Revenue
Contributions $48,965
37.2%
Program Services $4,605
3.5%
Investment Income $114
0.1%
Net Fundraising $71,271
54.1%
Sales of Assets $0
Net Inventory Sales $3,449
2.6%
Other Revenue $0
Assets/Debt
Total Assets $85,348
Total Liabilities $0
Net Assets $85,348

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending July
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending July
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending July
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending July
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending July
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending July
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending July
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending July
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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