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La Costa Heights Elementary PTA FY2024 filing

Tax-deductible

Carlsbad, CA501(c)(3)EIN 33-0169656

To provide funding for various programs available to the students of la costa heights as well as provide funding for grants & other monetary requests which support the school's curriculum and activities.

501(c)(3) charity; gifts are tax-deductible.
96¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 3
filings with a surplus
Average surplus $6K a year · 3% of revenue · last 3 filings
Fine: a surplus in 2 of the last 3 filings.
Pt I · Ln 19 · 3 filings
Spent on programs
96%
of spending
Looks good: 96% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
10 mo
of spending, in cash
Looks good: 9.6 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $6K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
13
of 13 voting members
Looks good: 13 of 13 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$190K
-3% vs prior year
Spent
$197K
To programs
96%
Net assets
$158K
By yearFY2021–FY2025
Revenue
$190K
FY2024▼ -3%
Revenue by fiscal year
FY2021$157K
FY2022$184K
FY2023$196K
FY2024$190K
FY2025$172K
Expenses
$197K
FY2024▲ +4%
Expenses by fiscal year
FY2021Not on file
FY2022$163K
FY2023$190K
FY2024$197K
FY2025Not on file
Net assets
$158K
FY2024▼ -4%
Net assets by fiscal year
FY2021$139K
FY2022$159K
FY2023$165K
FY2024$158K
FY2025$160K

From the FY2024 Form 990 (year ending June 2024) · see the original

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You’re viewing the FY2024 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Nov 1943.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

96 cents of each dollar spent went to programs.

Program services 96% · $190K Management & general 4% · $7K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Who runs it and what they're paid

13 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2023); the FY2024 filing did not itemize Part VII
Jenny Adams
President
$0Pt VII · Sec A
Ilana Lemberger
Executive VP
$0Pt VII · Sec A
Lucy Batista
Recording Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
Stacey Kartagener
Financial Secretary
$0Pt VII · Sec A
Courtnay Kenney
VP Programs
$0Pt VII · Sec A
Sarah Bryant
VP Ways & Means
$0Pt VII · Sec A
Lauren Newmark
VP Communications
$0Pt VII · Sec A
See La Costa Heights Elementary PTA executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Funds school programs, curriculum, and activities for students.

Provided by the organization

This section is blank until La Costa Heights Elementary PTA claims this page.

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3 program services account for $184K of program spending, described in the organization's own filed words · FY2023.
01

Amounts donated to eusd for those teachers that provide LCH students enrichment and instructional support

$140Kprogram expense
02

Amounts paid to fund classrooms, enrichment supplies and consumables, media center, mini grants, study buddy program, and select playground equipment and supplies

$24Kprogram expense
03

Income received and amounts paid for select school events (including fundraising events) like fun runs, book fair, family dance, movie nights, carnivals, etc

$20Kprogram expense

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Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
American Online Giving Foundation INCFY2024$6K
Total grants receivedfrom 1 funder$6K
Grants paid · 5 grants · $476K · 2021–2023
Encinitas Union School DistrictFY2023$140,000
La Costa Heights ElementaryFY2022$151,621
Various OrganizationsFY2022$29,910
La Costa Heights ElementaryFY2021$137,449
Various OrganizationsFY2021$16,907

By the numbers

The FY2024 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$190K
Ln 12
Gifts and grantsLn 1h$189K
Other incomeLn 4–11$1K
Investment incomeLn 3$46
Money outPt IX
$197K
Ln 25
Programscol B$190K
Managementcol C$7K
Owns and owesPt X
$158K
net assets · Ln 32
Cash and savingsLn 1–2$158K
Total assetsLn 16$158K
LiabilitiesLn 26$0
PeoplePt VI, VII
13
listed · VII A
PaidVII A0
Voting boardVI 1a13
IndependentVI 1b13
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$189K
Government grantsLn 1e$0
Noncash giftsLn 1g$0
Fundraising eventsLn 1c$172K
Investment incomeLn 3$46
Other incomeLn 4–11$1K
Total revenueLn 12$190K
Assets in detailPt X, end of year
CashLn 1$158K
Cash and savings togetherLn 1–2$158K
Total assetsLn 16$158K
LiabilitiesLn 26$0
Net assetsLn 32$158K
OperationsPt I, VI
EmployeesI 50
VolunteersI 6325
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$165K$158K
Total assetsLn 16$165K$158K
LiabilitiesLn 26$0$0
Net assetsLn 32$165K$158K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$166K$166K
Accounting feesLn 11c$775$775
Office expensesLn 13$335$335
InsuranceLn 23$282$282
Other expenses (24a–d)Ln 24$30K$24K$6K$0
Total functional expensesLn 25$197K$190K$7K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $172K$160K 990 PDF
FY2024 Viewing $190K$197K−$7K$158K 990 PDF
FY2023 $196K$190K$6K$165K 990 PDF
FY2022 $184K$163K$21K$159K 990 PDF
FY2021 $157K$139K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2024 990 (4 parts)
Part VIII · Statement of revenue $190,221 across 11 lines filed
Lines not itemized here account for $1,333 of total revenue; see the IRS return.
VIII-1a Federated campaigns$0
VIII-1b Membership dues$4,792
VIII-1c Fundraising events$172,156
VIII-1d Related organizations$0
VIII-1e Government grants$0
VIII-1f All other contributions, gifts and grants$0
VIII-1g Noncash contributions (included above)$0
VIII-1h Total contributions, gifts and grants$188,842
VIII-3 Investment incomeRelated to mission $46 · Unrelated business $0 · Excluded from tax $0$46
VIII-5 RoyaltiesRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0
VIII-12 Total revenueRelated to mission $1,379 · Unrelated business $0 · Excluded from tax $0$190,221
Part IX · Statement of functional expenses $197,125 across 5 lines filed
IX-1 Grants to domestic organizationsPrograms $165,563$165,563
IX-11c Accounting feesManagement $775$775
IX-13 Office expensesManagement $335$335
IX-23 InsuranceManagement $282$282
IX-24 Other expenses (24a–d)Programs $24,451 · Management $5,719 · Fundraising $0$30,170
IX-25 Total functional expensesPrograms $190,014 · Management $7,111 · Fundraising $0$197,125
Part X · Balance sheet $157,702 assets, 5 lines filed
X-1 Cash, non-interest-bearingStart of year $164,606$157,702
X-16 Total assetsStart of year $164,606$157,702
X-26 Total liabilitiesStart of year $0$0
X-32 Total net assets or fund balancesStart of year $164,606$157,702
X-33 Total liabilities and net assetsStart of year $164,606$157,702
Part XI · Reconciliation of net assets $157,702 net assets at year end
XI-1 Total revenue$190,221
XI-2 Total expenses$197,125
XI-3 Revenue less expenses−$6,904
XI-4 Net assets at start of year$164,606
XI-5 Net unrealized gains (losses) on investments$0
XI-6 Donated services and use of facilities$0
XI-7 Investment expenses$0
XI-8 Prior period adjustments$0
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$157,702

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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