Civic Intelligence

Lafayette Elementary School PTA California Congress of Ptas Association

990EZ • Fiscal year 2019 • EIN 94-3084722

Jul 01, 2018 to Jun 30, 2019 • Filed on May 08, 2020

Organization Profilesites.google.com/lafayettepta.info
950 Moraga RoadLafayette, CA 94549

(925) 708-6757

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2019

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2019

Net Margin

10th percentile

-38%

Higher net margin than 10% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

15th percentile

-32%

Faster asset growth than 15% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

37th percentile

-7.8%

Faster revenue growth than 37% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$118,667

Down $55,218 (-32%) from 2018

Net Assets

Down

$118,667

Down $55,218 (-32%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin10th percentile

Revenue

Down

$147,782

Down $12,437 (-7.8%) from 2018

Expenses

Up

$203,824

Up $16,721 (+8.9%) from 2018

Net Income

Down

-$56,042

Down $29,158 (-108%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300K$200K$100K$0Assets 2012: $239,419Liabilities 2012: $02012Assets 2013: $204,298Liabilities 2013: $0Net Assets 2013: $204,2982013Assets 2014: $167,860Net Assets 2014: $167,8602014Assets 2015: $196,541Liabilities 2015: $0Net Assets 2015: $196,5412015Assets 2016: $186,982Net Assets 2016: $186,9822016Assets 2017: $201,593Net Assets 2017: $201,5932017Assets 2018: $173,885Net Assets 2018: $173,8852018Assets 2019: $118,667Net Assets 2019: $118,6672019Assets 2020: $112,642Net Assets 2020: $112,6422020Assets 2021: $104,367Net Assets 2021: $104,3672021Assets 2022: $154,209Liabilities 2022: $7,308Net Assets 2022: $146,9012022Assets 2023: $152,825Liabilities 2023: $02023Assets 2024: $168,745Liabilities 2024: $662Net Assets 2024: $168,0832024Assets 2025: $160,225Liabilities 2025: $555Net Assets 2025: $159,6702025

Highlighted filing

2019

Assets$118,667
Liabilities-
Net Assets$118,667
Open 2019 Filing

Operations Trend

Revenue Growth37th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KRevenue 2012: $192,529Expenses 2012: $194,157Net Income 2012: -$1,6282012Expenses 2013: $236,4772013Revenue 2014: $173,053Expenses 2014: $209,491Net Income 2014: -$36,4382014Revenue 2015: $208,110Expenses 2015: $179,429Net Income 2015: $28,6812015Revenue 2016: $183,698Expenses 2016: $193,257Net Income 2016: -$9,5592016Revenue 2017: $167,541Expenses 2017: $152,930Net Income 2017: $14,6112017Revenue 2018: $160,219Expenses 2018: $187,103Net Income 2018: -$26,8842018Revenue 2019: $147,782Expenses 2019: $203,824Net Income 2019: -$56,0422019Revenue 2020: $127,801Expenses 2020: $134,197Net Income 2020: -$6,3962020Revenue 2021: $62,993Expenses 2021: $71,268Net Income 2021: -$8,2752021Revenue 2022: $142,183Expenses 2022: $100,549Net Income 2022: $41,6342022Revenue 2023: $134,732Expenses 2023: $128,503Net Income 2023: $6,2292023Revenue 2024: $151,682Expenses 2024: $134,877Net Income 2024: $16,8052024Revenue 2025: $161,563Expenses 2025: $170,037Net Income 2025: -$8,4742025

Highlighted filing

2019

Revenue$147,782
Expenses$203,824
Net Income-$56,042
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
May 8, 2020
Return Version
2018v3.1
Gross Receipts
$161,061
Mission and Program Overview

Mission

The Lafayette Elementary School PTA strives to provide activities and events that enrich the growing and learning experience for each and every child enrolled at Lafayette School. These activities range from fun-filled events to fundraising drives. All events are powered completely by volunteers, giving their time, money and expertise in order to further support the educational goals set by our School and the District at large.

Program Services

DescriptionGrantsExpenses
DISTRICT FUNDING----------------LAFAYETTE ELEMENTARY SCHOOL PTA PROVIDED FUNDS TO THE LAFAYETTE SCHOOL DISTRICT TO HELP SUPPLEMENT FUNDING RECEIVED FROM THE STATE.$199,223$65,052
ENRICHMENT/ASSEMBLIES---------------------ASSEMBLIES HELD THROUGHOUT THE YEAR PROVIDED EDUCATIONAL ENRICHMENT FOR ALL STUDENTS ATTENDING LAFAYETTE ELEMENTARY SCHOOL. ADDITIONAL ENRICHMENT FUNDS SUPPLEMENTED NEARLY ALL GRADE LEVELS WITH SPECIAL PROGRAMS, MATERIALS AND SUPPLIES OUTSIDE THE REGULAR SCOPE OF GRADE REQUIREMENTS. PTA ALSO SUPPORTED TEACHERS BY ENABLING THEM TO PURCHASE CLASS SUPPLIES AND BOOKS TO SUPPLEMENT SCHOOL RESOURCES. ADDITIONALLY, PTA SUPPORTED AND ORGANIZED ACTIVITIES FOR OTHER EDUCATIONAL PROGRAMS, SUCH AS DRAMA, INTERNATIONAL WEEK, LEOPARD DAYS, ETC.--
LIBRARY AND TECHNOLOGY----------------------THE PTA SUPPORTS LIBRARY AND TECHNOLOGY PROGRAMS AT THE SCHOOL BY PURCHASING ADDITIONAL MATERIALS. BOOKS, PERIODICALS, COMPUTERS AND SOFTWARE ARE UTILIZED BY VARIOUS STUDENTS AT ALL GRADE LEVELS.--
OUTSIDE ACTIVITIES------------------THE PTA SUPPORTS SEVERAL ACTIVITIES FOR THE PROMOTION OF SCHOOL UNITY. AMONG OTHER THINGS, THIS INCLUDES FUNDING FOR YEARBOOK, SCRIP, GIFTWRAP, BOOK FAIR, WALK-A-THON, AND OTHER MISCELLANEOUS ACTIVITIES.--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jocelyn BirrellPresidentPT$0--
Dominique MickelsonVolunteers-$0--
Briannon McCurdyWays & Means-$0--
Michelle DomingoStudent Council-$0--
Katy ForemanLegislation-$0--
Sarah LombardoEnvironment-$0--
Karen TaylorRec Secretary-$0--
Sara DeanComm.Secretary-$0--
Kirsten CurleyTreasurer-$0--
Veronica SiewertAsst Treasurer-$0--
Courtney LoveHistorian-$0--
Anna RiedAuditor-$0--
Kerin MegibowParliamentarian-$0--
Ann KimPrincipal-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$20,088$20,088$9,107$10,981
Total Events$20,088$20,088$9,107$10,981
Filing and Contact Details

Filer

Filer Name
Lafayette Elementary School PTA
EIN
94-3084722
Phone
9257086757
Address
950 Moraga Road, Lafayette, CA 94549

Signing Officer

Name
Briannon McCurdy
Title
Ways & Means
Signed
2020-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Regalia & Associates CPAs
Address
103 Town Country Dr Ste K, Danville, CA 94526
Preparer
Dana Chavarria
Phone
9253140390
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“Class of Activity: Education | Donee's Name: Lafayette School District | Donee's Address: 3477 School Street Lafayette CA 94549 | Relationship of Donee: SCHOOL DISTRICT | Cash Amount Given: $65052”

Other Expenses.1003

“Information Technology $750”

Other Expenses.1012

“Insurance $232”

Other Expenses.1

“Walk A Thon $37344”

Other Expenses.2

“Classroom Enhancements $22556”

Other Expenses.3

“Drama-School Play $17314”

Other Expenses.4

“Student Activities $12371”

Other Expenses.5

“Book Fair $7410”

Other Expenses.6

“Library $6426”

Other Expenses.7

“Teacher Appreciation $4605”

Other Expenses.8

“Parent Activities $4595”

Other Expenses.9

“Westival Expenses $4456”

Other Expenses.10

“Yearbook $3588”

Other Expenses.11

“Principal Discretionary $3383”

Other Expenses.12

“Other program activities $2556”

Other Expenses.13

“Administrative/Overhead $2363”

Other Expenses.14

“Other School Support $1996”

Other Expenses.15

“Frozen Friday $1788”

Other Expenses.16

“5th Grade Picnic $1602”

Other Expenses.17

“Author Breakfast $1387”

Other Expenses.18

“Educational Supplies $1329”

Other Expenses.19

“International Week $1243”

Other Expenses.20

“Bank/Credit Card Charges $1199”

Other Expenses.21

“P.E. Equipment $879”

Other Expenses.22

“Equipment Funds - incl refund $-5312”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ENRICHMENT/ASSEMBLIES---------------------ASSEMBLIES HELD THROUGHOUT THE YEAR PROVIDED EDUCATIONAL ENRICHMENT FOR ALL STUDENTS ATTENDING LAFAYETTE ELEMENTARY SCHOOL. ADDITIONAL ENRICHMENT FUNDS SUPPLEMENTED NEARLY ALL GRADE LEVELS WITH SPECIAL PROGRAMS, MATERIALS AND SUPPLIES OUTSIDE THE REGULAR SCOPE OF GRADE REQUIREMENTS. PTA ALSO SUPPORTED TEACHERS BY ENABLING THEM TO PURCHASE CLASS SUPPLIES AND BOOKS TO SUPPLEMENT SCHOOL RESOURCES. ADDITIONALLY, PTA SUPPORTED AND ORGANIZED ACTIVITIES FOR OTHER EDUCATIONAL PROGRAMS, SUCH AS DRAMA, INTERNATIONAL WEEK, LEOPARD DAYS, ETC.
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IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/ZIPCd094549
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt09107
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Auction
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt020088
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt020088
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt020088
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt020088
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt010981
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt09107
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt09107
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: Education | Donee's Name: Lafayette School District | Donee's Address: 3477 School Street Lafayette CA 94549 | Relationship of Donee: SCHOOL DISTRICT | Cash Amount Given: $65052
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Information Technology $750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $232
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Walk A Thon $37344
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Classroom Enhancements $22556
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Drama-School Play $17314
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Student Activities $12371
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Book Fair $7410
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Library $6426
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Teacher Appreciation $4605
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Parent Activities $4595
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Westival Expenses $4456
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Yearbook $3588
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Principal Discretionary $3383
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Other program activities $2556
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Administrative/Overhead $2363
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Other School Support $1996
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Frozen Friday $1788
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt185th Grade Picnic $1602
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Author Breakfast $1387
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Educational Supplies $1329
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21International Week $1243
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22Bank/Credit Card Charges $1199
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23P.E. Equipment $879
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24Equipment Funds - incl refund $-5312
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Expenses.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Other Expenses.16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Other Expenses.17
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Other Expenses.18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Other Expenses.19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22Other Expenses.20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc23Other Expenses.21
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc24Other Expenses.22
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Briannon McCurdy
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Ways & Means
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lafayette Elementary School PTA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0California Congress of PTAS Association
ReturnHeader/Filer/BusinessNameControlTxt0LAFA
ReturnHeader/Filer/EIN0943084722
ReturnHeader/Filer/PhoneNum09257086757
ReturnHeader/Filer/USAddress/AddressLine1Txt0950 Moraga Road
ReturnHeader/Filer/USAddress/CityNm0Lafayette
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094549
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680260103
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Regalia & Associates CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0103 Town Country Dr Ste K
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Danville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094526
ReturnHeader/PreparerPersonGrp/PhoneNum09253140390
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Dana Chavarria
ReturnHeader/ReturnTs02020-05-08T17:26:51-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$118,667
Liabilities
-
Net assets
$118,667
Revenue
$147,782
Expenses
$203,824
Net income
-$56,042
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.60$0.01$1.60$1.62$1.70$0.08
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.69$0.01$1.68$1.52$1.35$0.17
2023Summary only. Only limited summary data is available for this year.$1.53$0.00$1.35$1.29$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.54$0.07$1.47$1.42$1.01$0.42
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$1.04$0.63$0.71$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.13$1.13$1.28$1.34$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.19$1.19$1.48$2.04$0.56
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.74$1.74$1.60$1.87$0.27
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.02$2.02$1.68$1.53$0.15
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.87$1.87$1.84$1.93$0.10
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.97$0.00$1.97$2.08$1.79$0.29
2014Detailed filing. Detailed filing data is available for this year.$1.68$1.68$1.73$2.09$0.36
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.04$0.00$2.04$2.36
2012Summary only. Only limited summary data is available for this year.$2.39$0.00$1.93$1.94$0.02