Civic Intelligence

Lafayette Elementary School PTA California Congress of Ptas Association

990EZ • Fiscal year 2023 • EIN 94-3084722

Jul 01, 2022 to Jun 30, 2023 • Filed on Jan 25, 2024

950 Moraga RoadLafayette, CA 94549

(925) 927-3570

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

53rd percentile

4.6%

Higher net margin than 53% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

45th percentile

-0.9%

Faster asset growth than 45% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

38th percentile

-5.2%

Faster revenue growth than 38% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Flat

$152,825

Flat from 2023

Net Assets

$152,825

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Flat

$134,732

Flat from 2023

Expenses

Flat

$128,503

Flat from 2023

Net Income

Flat

$6,229

Flat from 2023

Historical Trend

Balance Sheet Trend

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: $152,825Net Assets 2023: $152,8252023Assets 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

2023

Assets$152,825
Liabilities-
Net Assets$152,825

Operations Trend

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 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

2023

Revenue$134,732
Expenses$128,503
Net Income$6,229
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Jan 25, 2024
Return Version
2022v5.0
Gross Receipts
$165,475
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.$37,447$125,101
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

Employees

NameTitleFull / Part TimeBaseOtherTotal
Briannon McCurdyPresidentPT$0--
Effie CasellaVP-VolunteersPT$0--
Ria Di CostanzoRec SecretaryPT$0--
Kirti ChitnisTreasurerPT$0--
Tamara SosineAsst TreasurerPT$0--
Anna BrillEnvironmentPT$0--
Jenny McCarthyCommunicationsPT$0--
Dominique MickelsonAuditorPT$0--
Kristin CrottyHistorianPT$0--
Marisa WilsonParliamentarianPT$0--
Kate ChanLegislativePT$0--
Andi BrownLegislationPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Walk-a-thon$39,216-$2,273-
Parent Party$18,925$18,925$500$18,425
Total Events$64,866$25,650$30,743$-5,093
Filing and Contact Details

Filer

Filer Name
Lafayette Elementary School PTA
EIN
94-3084722
Phone
9259273570
Address
950 Moraga Road, Lafayette, CA 94549

Signing Officer

Name
Kirti Chitnis
Title
Treasurer
Phone
9259273570
Signed
2024-01-25
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 $5,000.3

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: $37447

Other Expenses.1002

Office Expenses $921

Other Expenses.1007

Conferences, Conventions, and Meetings $875

Other Expenses.1012

Insurance $272

Other Expenses.1

Classroom Expenditures $22524

Other Expenses.2

LPIE Funded Expenses $17129

Other Expenses.3

Staff Appreciation $12925

Other Expenses.4

Yearbook $6270

Other Expenses.5

BOOK FAIR $5936

Other Expenses.6

Field Trips $4561

Other Expenses.7

Leopard Day $4398

Other Expenses.8

SCHOOL EVENTS $2287

Other Expenses.9

Bank/Credit Card Charges $2209

Other Expenses.10

Frozen Friday $2003

Other Expenses.11

School Play $1403

Other Expenses.12

Honorary Service Awards $1360

Other Expenses.13

Parent/Family Socials $1250

Other Expenses.14

Troop deposit returned $1208

Other Expenses.15

Prior Year Expenses $1112

Other Expenses.16

Staff Room Freezer $486

Total Liabilities.1

ACCOUNT CREDIT - Beginning $7308 ACCOUNT CREDIT - Ending $0

Statement Note 1

Disaster Postponement CA 2023-02

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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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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt018925
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt06725
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt064866
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt018925
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt06725
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt025650
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-5093
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt05428
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt08201
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02273
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0500
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt07550
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt07550
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: $37447
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $921
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, Conventions, and Meetings $875
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $272
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Classroom Expenditures $22524
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5LPIE Funded Expenses $17129
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Staff Appreciation $12925
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Yearbook $6270
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8BOOK FAIR $5936
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Field Trips $4561
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Leopard Day $4398
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11SCHOOL EVENTS $2287
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Bank/Credit Card Charges $2209
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Frozen Friday $2003
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14School Play $1403
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Honorary Service Awards $1360
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Parent/Family Socials $1250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Troop deposit returned $1208
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Prior Year Expenses $1112
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Staff Room Freezer $486
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20ACCOUNT CREDIT - Beginning $7308 ACCOUNT CREDIT - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21Disaster Postponement CA 2023-02
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1007
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Total Liabilities.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Statement Note 1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kirti Chitnis
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09259273570
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-01-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lafayette Elementary School PTA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0California Congress of PTAS Association
ReturnHeader/Filer/BusinessNameControlTxt0LAFA
ReturnHeader/Filer/EIN0943084722
ReturnHeader/Filer/PhoneNum09259273570
ReturnHeader/Filer/USAddress/AddressLine1Txt0950 Moraga Road
ReturnHeader/Filer/USAddress/CityNm0Lafayette
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094549
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
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/ReturnTs02024-01-25T11:33:50-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Kirti
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Chitnis
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2023Detailed filing. Detailed filing data is available for this year.$1.53$1.53$1.35$1.29$0.06
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