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Pta California Congress Of Parents Teachers & Students Inc

Heritage Oak Elementary Pta

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
$75.8k (2024)

Expenses
$73.6k (2024)

Total Assets
$59.9k (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2012 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 Form 990
Revenue
$75,784
Expenses
$73,591
Net Income
$2,193
Net Assets
$59,901
Notable Sources of Revenue Percent of Total Revenue
Contributions $24,000
31.7%
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $51,784
68.3%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $59,901
Total Liabilities $0
Net Assets $59,901
Compensation
Key Employees and Officers Compensation Related Other
Marcella Fox (President) $0 $0 $0
Kristin Cox (Vp Fundraising) $0 $0 $0
Kate Gadberry (Treasurer) $0 $0 $0
Gabrriella Lueras (Vp Membership) $0 $0 $0
Dani Muzzurco (Secretary) $0 $0 $0
Taryn Dingwall (Auditor) $0 $0 $0
Greg Sheppard (Financial Secre) $0 $0 $0
Nicole Sale (Parliamentarian) $0 $0 $0
Heather Davis (Hospitality Cha) $0 $0 $0

Document Links

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$56,760
Expenses
$46,330
Net Income
$10,430
Net Assets
$57,708
Notable Sources of Revenue Percent of Total Revenue
Contributions $20,487
36.1%
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $36,273
63.9%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $57,708
Total Liabilities $0
Net Assets $57,708
Compensation
Key Employees and Officers Compensation Related Other
Amanda Gibson (President) $0 $0 $0
Marcella Fox (Vp Fundraising) $0 $0 $0
Kate Gadberry (Financial Secre) $0 $0 $0
Juvy Hensley (Treasurer) $0 $0 $0
Kristin Cox (Secretary) $0 $0 $0
Gabriella Lueras (Auditor) $0 $0 $0

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$58,803
Expenses
$26,294
Net Income
$32,509
Net Assets
$47,278
Notable Sources of Revenue Percent of Total Revenue
Contributions $16,261
27.7%
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $42,542
72.3%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $47,278
Total Liabilities $0
Net Assets $47,278
Compensation
Key Employees and Officers Compensation Related Other
Amanda Gibson (President) $0 $0 $0
Marcella Fox (Vp Fundraising) $0 $0 $0
Kate Gadberry (Parliamentarian) $0 $0 $0
Juvy Hensley (Financial Secre) $0 $0 $0
Kristin Cox (Secretary) $0 $0 $0
Gabriella Lueras (Auditor) $0 $0 $0

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,800
Expenses
$12,398
Net Income
-$9,598
Net Assets
$14,769
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,800
100%
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $14,769
Total Liabilities $0
Net Assets $14,769
Compensation
Key Employees and Officers Compensation Related Other
Heather Holbert (President) $0 $0 $0
Shala Price (Vice President) $0 $0 $0
Kate Gadberry (Vice President) $0 $0 $0
Juvy Hensley (Treasurer) $0 $0 $0
Melissa Boren (Secretary) $0 $0 $0
Nicole Conway (Auditor) $0 $0 $0

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$46,109
Expenses
$36,144
Net Income
$9,965
Net Assets
$24,367
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,952
8.6%
Program Services $1,013
2.2%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $33,186
72.0%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $7,958
17.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $24,367
Total Liabilities $0
Net Assets $24,367
Compensation
Key Employees and Officers Compensation Related Other
Heather Holbert (President) $0 $0 $0
Juvy Hensley (Treasurer) $0 $0 $0
Berni Valdez (Financial Secretary) $0 $0 $0

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$39,051
Expenses
$26,627
Net Income
$12,424
Net Assets
$1
Notable Sources of Revenue Percent of Total Revenue
Contributions $5,370
13.8%
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $11,986
30.7%
Sales of Assets $0
Net Inventory Sales $14,577
37.3%
Other Revenue $7,118
18.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1
Total Liabilities $0
Net Assets $1

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$37,943
Expenses
$36,959
Net Income
$984
Net Assets
$11,453
Notable Sources of Revenue Percent of Total Revenue
Contributions $4,990
13.2%
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $9,461
24.9%
Sales of Assets $0
Net Inventory Sales $14,322
37.7%
Other Revenue $9,170
24.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $11,453
Total Liabilities $0
Net Assets $11,453
Compensation
Key Employees and Officers Compensation Related Other
Brian Gibson (President) $0 $0 $0
Rachel Fisher (Treasurer) $0 $0 $0
Rebecca Ghoulson (Secretary) $0 $0 $0
Heather Holbert (Financial Secretary) $0 $0 $0

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$33,893
Expenses
$64,865
Net Income
-$30,972
Net Assets
$10,469
Notable Sources of Revenue Percent of Total Revenue
Contributions $5,118
15.1%
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $15,474
45.7%
Sales of Assets $0
Net Inventory Sales $9,384
27.7%
Other Revenue $3,917
11.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $10,469
Total Liabilities $0
Net Assets $10,469
Compensation
Key Employees and Officers Compensation Related Other
Elizabeth Milina (President) $0 $0 $0
Heather Holbert (Treasurer) $0 $0 $0
Mendi Chadwick (Secretary) $0 $0 $0
Brian Gibson (Vice President) $0 $0 $0

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$34,334
Expenses
$56,829
Net Income
-$22,495
Net Assets
$13,573
Notable Sources of Revenue Percent of Total Revenue
Contributions $900
2.6%
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $16,664
48.5%
Sales of Assets $0
Net Inventory Sales $12,340
35.9%
Other Revenue $4,430
12.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $13,573
Total Liabilities $0
Net Assets $13,573
Compensation
Key Employees and Officers Compensation Related Other
Sarah Volp (President) $0 $0 $0
Heather Holbert (Treasurer) $0 $0 $0
Robyn Eifertsen (Secretary) $0 $0 $0
Elizabeth Milina (Vice President) $0 $0 $0

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$28,521
Expenses
$35,760
Net Income
-$7,239
Net Assets
$16,625
Notable Sources of Revenue Percent of Total Revenue
Contributions $25,293
88.7%
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $3,228
11.3%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $16,625
Total Liabilities $0
Net Assets $16,625
Compensation
Key Employees and Officers Compensation Related Other
Sarah Volp (President) $0 $0 $0
Heather Holbert (Treasurer) $0 $0 $0
Robyn Eifertsen (Secretary) $0 $0 $0
Elizabeth Milina (Vice President) $0 $0 $0

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$26,201
Expenses
$22,375
Net Income
$3,826
Net Assets
$21,564
Notable Sources of Revenue Percent of Total Revenue
Contributions $21,933
83.7%
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $4,268
16.3%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $21,564
Total Liabilities $0
Net Assets $21,564
Compensation
Key Employees and Officers Compensation Related Other
Melissa Boren (President) $0 $0 $0
Robyn Eifertsen (Vice President) $0 $0 $0
Amy Poniatowski (Secretary) $0 $0 $0
Chris Nathan (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$28,158
Expenses
$20,452
Net Income
$7,706
Net Assets
$17,738
Notable Sources of Revenue Percent of Total Revenue
Contributions $27,181
96.5%
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $977
3.5%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $17,738
Total Liabilities $0
Net Assets $17,738

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$30,179
Expenses
$27,827
Net Income
$2,352
Net Assets
$33,243
Notable Sources of Revenue Percent of Total Revenue
Contributions $19,396
64.3%
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $10,783
35.7%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $33,243
Total Liabilities $0
Net Assets $33,243

Document Links

Fiscal Year Ending June
2011

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

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

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

Fiscal Year Ending June
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

Fiscal Year Ending June
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

Fiscal Year Ending June
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

Fiscal Year Ending June
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

Fiscal Year Ending June
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

Fiscal Year Ending June
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

About 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.

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