Civic Intelligence

Lafayette Elementary School PTA California Congress of Ptas Association

990EZ • Fiscal year 2021 • EIN 94-3084722

Jul 01, 2020 to Jun 30, 2021 • Filed on May 11, 2022

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

22nd percentile

-13%

Higher net margin than 22% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

29th percentile

-7.3%

Faster asset growth than 29% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

16th percentile

-51%

Faster revenue growth than 16% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$104,367

Down $8,275 (-7.3%) from 2020

Net Assets

Down

$104,367

Down $8,275 (-7.3%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin22nd percentile

Revenue

Down

$62,993

Down $64,808 (-51%) from 2020

Expenses

Down

$71,268

Down $62,929 (-47%) from 2020

Net Income

Down

-$8,275

Down $1,879 (-29%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth29th 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

2021

Assets$104,367
Liabilities-
Net Assets$104,367
Open 2021 Filing

Operations Trend

Revenue Growth16th 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

2021

Revenue$62,993
Expenses$71,268
Net Income-$8,275
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 11, 2022
Return Version
2020v4.0
Gross Receipts
$68,197
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
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.$46,832-
DISTRICT FUNDING----------------LAFAYETTE ELEMENTARY SCHOOL PTA PROVIDED FUNDS TO THE LAFAYETTE SCHOOL DISTRICT TO HELP SUPPLEMENT FUNDING RECEIVED FROM THE STATE.--
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.--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Katy ForemanPresidentPT$0--
Laura WherleyVP-Volunteers-$0--
Rianne RoccaSecretary-$0--
Danielle EdgingtonTreasurer-$0--
Sarah LombardoAsst Treasurer-$0--
Marisa WilsonVP Ways & Means-$0--
Dominique MickelsonVP Environment-$0--
Kristin CrottyComm. Secretary-$0--
Effie CasellaAuditor-$0--
Karen TaylorHistorian-$0--
Briannon McCurdyParliamentarian-$0--
Anna BrillVP Legislation-$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
Marisa Wilson
Title
President
Phone
9257086757
Signed
2022-05-11
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 $5,000.3

“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: $22009”

Other Expenses.1003

“Information Technology $750”

Other Expenses.1

“LPIE Funded Expenses $42644”

Other Expenses.2

“Teacher Appreciation $2167”

Other Expenses.3

“Administrative/Overhead $967”

Other Expenses.4

“Bank/Credit Card Charges $510”

Other Expenses.5

“Legislative Expense $150”

Other Expenses.6

“Leopard Day $130”

Other Expenses.7

“Registry of Charitable Trusts $50”

Other Expenses.8

“Yearbook $10”

Other Expenses.9

“rounding $1”

Raw XML Appendix249 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.

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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.
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.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: PROGRAM SUPPORT | Donee's Name: Lafayette Partners in Education | Donee's Address: 3450 Golden Gate Way Lafayette CA 94549 | Cash Amount Given: $22009
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Information Technology $750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LPIE Funded Expenses $42644
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Teacher Appreciation $2167
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Administrative/Overhead $967
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Bank/Credit Card Charges $510
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Marisa Wilson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum09257086757
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-11
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/ReturnTs02022-05-11T14:33:50-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Marisa
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Wilson
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$104,367
Liabilities
-
Net assets
$104,367
Revenue
$62,993
Expenses
$71,268
Net income
-$8,275
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
2021Detailed filing. Detailed filing data is available for this year.$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