Civic Intelligence

Lafayette Elementary School PTA California Congress of Ptas Association

990EZ • Fiscal year 2020 • EIN 94-3084722

Jul 01, 2019 to Jun 30, 2020 • Filed on Feb 25, 2021

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

33rd percentile

-5.0%

Higher net margin than 33% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

33rd percentile

-5.1%

Faster asset growth than 33% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

50th percentile

-14%

Faster revenue growth than 50% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$112,642

Down $6,025 (-5.1%) from 2019

Net Assets

Down

$112,642

Down $6,025 (-5.1%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin33rd percentile

Revenue

Down

$127,801

Down $19,981 (-14%) from 2019

Expenses

Down

$134,197

Down $69,627 (-34%) from 2019

Net Income

Up

-$6,396

Up $49,646 (+89%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth33rd 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

2020

Assets$112,642
Liabilities-
Net Assets$112,642
Open 2020 Filing

Operations Trend

Revenue Growth50th 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

2020

Revenue$127,801
Expenses$134,197
Net Income-$6,396
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Feb 25, 2021
Return Version
2019v5.0
Gross Receipts
$132,813
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.$129,198-
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 Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Briannon McCurdyPresidentPT$0--
Katy ForemanVice PresidentPT$0--
Kelly SwantnerSecretaryPT$0--
Nicole PetersonTreasurer-$0--
Sarah LombardoAsst Treasurer-$0--
Dominique MickelsonVP Volunteers-$0--
Angela RistowVP Environment-$0--
Kristin CrottyComm. Secretary-$0--
Anna ReidAuditor-$0--
Veronica SiewertHistorian-$0--
Jocelyn BirrellParliamentarianPT$0--
Lora EasleyStudent Council-$0--
Ann KimPrincipal-$0--
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
Katy Foreman
Title
President
Phone
9257086757
Signed
2021-02-25
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 $5,000.2

“Class of Activity: Parcel Tax for Schools | Donee's Name: YES for Excellent Schools | Donee's Address: PO Box 394 Lafayette CA 94549 | Cash Amount Given: $17324”

Grants and Similar Amounts Paid In Excess of $5,000.3

“Class of Activity: PROGRAM SUPPORT | Donee's Name: Lafayette Partners in Education | Donee's Address: 3450 Golden Gate Way Lafayette CA 94549 | Cash Amount Given: $11654”

Other Expenses.1003

“Information Technology $1642”

Other Expenses.1012

“Insurance $232”

Other Expenses.1

“LPIE Funded Expenses $48600”

Other Expenses.2

“Drama-School Play $15685”

Other Expenses.3

“Book Fair $7301”

Other Expenses.4

“Student Activities $7251”

Other Expenses.5

“Westival Expenses $4148”

Other Expenses.6

“Teacher Appreciation $4089”

Other Expenses.7

“Parent Activities $4006”

Other Expenses.8

“Other program activities $2552”

Other Expenses.9

“Frozen Friday $2146”

Other Expenses.10

“Author Breakfast $1940”

Other Expenses.11

“Bank/Credit Card Charges $1093”

Other Expenses.12

“Administrative/Overhead $1092”

Other Expenses.13

“Walk A Thon $444”

Other Expenses.14

“Secretary of State $50”

Other Expenses.15

“Registry of Charitable Trusts $50”

Other Expenses.16

“rounding $2”

Raw XML Appendix277 raw XML fields

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

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Danielle Edgington
IRS990EZ/BooksInCareOfDetail/PhoneNum05305218256
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0950 Moraga Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Lafayette
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094549
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0118667
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0112642
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt068369
IRS990EZ/CostOfGoodsSoldAmt05012
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-6396
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0840
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0118667
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0112642
IRS990EZ/FundraisingGrossIncomeAmt0240
IRS990EZ/GamingGrossIncomeAmt02009
IRS990EZ/GrantsAndSimilarAmountsPaidAmt031034
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0348
IRS990EZ/GrossReceiptsAmt0132813
IRS990EZ/GrossSalesOfInventoryAmt05360
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt089
IRS990EZ/LobbyingActivitiesInd0true
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt05190
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0118667
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0112642
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0118667
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0112642
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt105.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt111.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt121.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Briannon McCurdy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Katy Foreman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Kelly Swantner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Nicole Peterson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Sarah Lombardo
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Dominique Mickelson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Angela Ristow
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Kristin Crotty
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Anna Reid
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Veronica Siewert
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Jocelyn Birrell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Lora Easley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12Ann Kim
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Asst Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP Volunteers
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP Environment
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Comm. Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Auditor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Historian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Parliamentarian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Student Council
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12Principal
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0371
IRS990EZ/OtherExpensesTotalAmt0102323
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The 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.
IRS990EZ/ProgramServiceRevenueAmt051556
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DISTRICT FUNDING----------------LAFAYETTE ELEMENTARY SCHOOL PTA PROVIDED FUNDS TO THE LAFAYETTE SCHOOL DISTRICT TO HELP SUPPLEMENT FUNDING RECEIVED FROM THE STATE.
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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2LIBRARY 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3OUTSIDE 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0129198
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt02249
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0134197
IRS990EZ/TotalProgramServiceExpensesAmt0129198
IRS990EZ/TotalRevenueAmt0127801
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0https://sites.google.com/lafayettepta.info
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt073559
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt095141
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0122086
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt080381
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt077881
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0449048
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt089
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt077
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt024
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0198
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt059165
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt065843
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt044326
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0102710
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0105813
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0377857
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt089
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt077
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt024
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0198
IRS990ScheduleA/InvestmentIncomeCYPct00.00020
IRS990ScheduleA/InvestmentIncomePYPct00.00040
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99980
IRS990ScheduleA/PublicSupportPY509Pct00.99960
IRS990ScheduleA/PublicSupportTotal509Amt0826905
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0132724
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0160984
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0166412
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0183091
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0183694
IRS990ScheduleA/Total509Grp/TotalAmt0826905
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0132813
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0161061
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0166436
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0183095
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0183698
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0827103
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/CurrentYearAmt06710
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/TotalAmt06710
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearAmt026839
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/TotalAmt026839
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/CurrentYearAmt017324
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/TotalAmt017324
IRS990ScheduleC/CorrectionMadeInd0false
IRS990ScheduleC/Form4720FiledInd0false
IRS990ScheduleC/Form4720FiledSection4955TaxInd0false
IRS990ScheduleC/GrassrootsCeilingAmt010065
IRS990ScheduleC/GrassrootsNontaxableGrp/FilingOrganizationsTotalAmt06710
IRS990ScheduleC/LobbyingCeilingAmt040259
IRS990ScheduleC/LobbyingNontaxableAmountGrp/FilingOrganizationsTotalAmt026839
IRS990ScheduleC/OtherExemptPurposeExpendGrp/FilingOrganizationsTotalAmt0116873
IRS990ScheduleC/Section527PoliticalOrgGrp/OrganizationBusinessName/BusinessNameLine1Txt0Yes for Excellent Schools
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/AddressLine1Txt0PO Box 394
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/CityNm0Lafayette
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/ZIPCd094549
IRS990ScheduleC/TotalDirectLobbyingGrp/FilingOrganizationsTotalAmt017324
IRS990ScheduleC/TotalExemptPurposeExpendGrp/FilingOrganizationsTotalAmt0134197
IRS990ScheduleC/TotalLobbyingExpendGrp/FilingOrganizationsTotalAmt017324
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: Parcel Tax for Schools | Donee's Name: YES for Excellent Schools | Donee's Address: PO Box 394 Lafayette CA 94549 | Cash Amount Given: $17324
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Class of Activity: PROGRAM SUPPORT | Donee's Name: Lafayette Partners in Education | Donee's Address: 3450 Golden Gate Way Lafayette CA 94549 | Cash Amount Given: $11654
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Information Technology $1642
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $232
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4LPIE Funded Expenses $48600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Drama-School Play $15685
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Book Fair $7301
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Student Activities $7251
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Westival Expenses $4148
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Teacher Appreciation $4089
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Parent Activities $4006
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Other program activities $2552
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Frozen Friday $2146
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Author Breakfast $1940
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Bank/Credit Card Charges $1093
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Administrative/Overhead $1092
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Walk A Thon $444
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Secretary of State $50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Registry of Charitable Trusts $50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19rounding $2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Other Expenses.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Other Expenses.16
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Katy Foreman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum09257086757
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-02-25
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/ReturnTs02021-02-25T14:45:32-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$112,642
Liabilities
-
Net assets
$112,642
Revenue
$127,801
Expenses
$134,197
Net income
-$6,396
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
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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