PTA CA Congress of Parents Teachers & St La Costa Heights PTA
PTA CA Congress of Parents Teachers & St La Costa Heights PTA is a public charity, based in Carlsbad, CA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $160K in total assets.
PTA CA Congress of Parents Teachers & St La Costa Heights PTA at a glance
- Total assets
- $159,771
- +1.3% vs 2024
- Revenue (2025)
- $171,507
- -9.8% vs 2024
- Expenses (2025)
- $169,436
- -14.0% vs 2024
- Latest 990 filing
- Form 990-EZ, 2025 View filing
Data from IRS Form 990-EZ, 2025; updated September 2026.
Who PTA CA Congress of Parents Teachers & St La Costa Heights PTA funds
How this funder distributes its grants
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $100–250K range: 3 grants of 5 (60%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2022 to 2024, annual grant giving ranged from $140K (2024) to $182K (2023). In 2024 it made 1 grant totaling $140K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 1 grant to individuals Recipients not named | — | $140,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $159,771 | $171,507 | $169,436 | — | — | — |
| 2024 | $157,702 | $190,221 | $197,125 | $140,000 | 1 | $46 |
| 2023 | $164,606 | $195,733 | $190,163 | $181,531 | 2 | $45 |
| 2022 | $159,036 | $183,750 | $163,231 | $154,356 | 2 | $40 |
| 2021 | $138,517 | $157,073 | $145,145 | — | — | — |
Leadership & Key People
Officers and directors from IRS filings
PTA CA Congress of Parents Teachers & St La Costa Heights PTA is led by Jenny Adams, President on every filing since 2024; none of the 14 officers listed in 2025 report compensation.
Officers on the 2025 filing
Jenny Adams
President
On filings since 2024
20 hrs/week
No compensation reported
Nicki Holt
Parlimentarian
Secretary → Parlimentarian, 2025
On filings since 2021
1 hr/week
No compensation reported
Llana Lemberger
Executive Vice President
Secretary → Executive Vice President, 2024
On filings since 2023
20 hrs/week
No compensation reported
Courtney Kenney
Vice President Programs
On filings since 2024
10 hrs/week
No compensation reported
Heather Calvin
Historian
On filings since 2024
2 hrs/week
No compensation reported
Jessica Fernandes
Corresponding S
Corresponding Secretary → Corresponding S, 2025
On filings since 2024
2 hrs/week
No compensation reported
Lauren Newmark
Vice President Communications
On filings since 2024
10 hrs/week
No compensation reported
Lucy Batista
Recording Secretary
On filings since 2024
10 hrs/week
No compensation reported
Melissa Forrest
Treasurer
On filings since 2024
20 hrs/week
No compensation reported
Amy Kline
Financial Secretary
New on the 2025 filing
10 hrs/week
No compensation reported
Erin Dunn
Auditor
New on the 2025 filing
2 hrs/week
No compensation reported
Katy Zien
Vice President Legislation
New on the 2025 filing
10 hrs/week
No compensation reported
Rene Davis
Vice President Ways & Means
New on the 2025 filing
10 hrs/week
No compensation reported
Sarah McHugh
Vice President Health & Wel
New on the 2025 filing
10 hrs/week
No compensation reported
Former officers (8)
- Former: Erica Engell (2021–2024) — Paliamentarian
- Former: Nancy Dugery (2022–2024) — Auditor
- Former: Rebecca Dorn (2024) — Vice President Legislation
- Former: Sarah Bryant (2024) — Vice President Ways & Means
- Former: Stacey Kartagener (2024) — Financial Secretary
- Former: Lyndi Feeney (2022–2023) — President
- Former: Rachel Humphrey (2021) — Treasurer
- Former: Shannon Seranella (2021) — President
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about PTA CA Congress of Parents Teachers & St La Costa Heights PTA
How large is PTA CA Congress of Parents Teachers & St La Costa Heights PTA?
PTA CA Congress of Parents Teachers & St La Costa Heights PTA reported $160K in total assets on its 2025 IRS Form 990-EZ. Its revenue that year was $172K.
Where does PTA CA Congress of Parents Teachers & St La Costa Heights PTA operate?
PTA CA Congress of Parents Teachers & St La Costa Heights PTA has awarded grants in California.
What is PTA CA Congress of Parents Teachers & St La Costa Heights PTA's EIN?
PTA CA Congress of Parents Teachers & St La Costa Heights PTA's EIN (Employer Identification Number) is 33-0169656. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2024 (received by the IRS October 2, 2024)
- IRS filings on file for fiscal years 2021–2025
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