Civic Intelligence

Lafayette Elementary School PTA California Congress of Ptas Association

990EZ • Fiscal year 2024 • EIN 94-3084722

Jul 01, 2023 to Jun 30, 2024 • Filed on Feb 14, 2025

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

(925) 927-3570

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$168,745

Up $15,920 (+10%) from 2023

Net Assets

$168,083

No earlier filing loaded for comparison.

Liabilities

Up

$662

Up $662 from 2023

Revenue And Expenses

Revenue

Up

$151,682

Up $16,950 (+13%) from 2023

Expenses

Up

$134,877

Up $6,374 (+5.0%) from 2023

Net Income

Up

$16,805

Up $10,576 (+170%) 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: $152,825Liabilities 2023: $02023Assets 2024: $168,745Liabilities 2024: $662Net Assets 2024: $168,0832024Assets 2025: $160,225Liabilities 2025: $555Net Assets 2025: $159,6702025

Highlighted filing

2024

Assets$168,745
Liabilities$662
Net Assets$168,083
Open 2024 Filing

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 2024: $151,682Expenses 2024: $134,877Net Income 2024: $16,8052024Revenue 2025: $161,563Expenses 2025: $170,037Net Income 2025: -$8,4742025

Highlighted filing

2024

Revenue$151,682
Expenses$134,877
Net Income$16,805
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Feb 14, 2025
Return Version
2023v6.0
Gross Receipts
$161,475
Mission and Program Overview

Mission

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.

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.-$128,348
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
Andrea BrownCo-PresidentPT$0--
Effie CasellaVP-VolunteersPT$0--
Morgan BernsteinRec SecretaryPT$0--
Kirti ChitnisTreasurerPT$0--
Tamara SosineAsst TreasurerPT$0--
Jenean SmithEnvironmentPT$0--
Jenny McCarthy RedmanCommunicationsPT$0--
Sam PatathAuditorPT$0--
Amy CoombeHistorianPT$0--
Briannon McCurdyParliamentarianPT$0--
Katie HowardLegislativePT$0--
Ria Di CostanzoCo-PresidentPT$0--
Amy TruongVice PresidentPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Walk-a-thon$44,871-$2,843-
Westival-Pumpkin&Pie Fundraiser$7,490$7,490$6,950$540
Total Events$52,361$7,490$9,793$-2,303
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
Amy Truong
Title
Co-President
Phone
9259273570
Signed
2025-02-14
Discuss with paid preparer
Yes

Preparer

Firm
Regalia & Associates CPAS
Address
103 Town and Country Drive Suite K, Danville, CA 94526
Preparer
Dana Chavarria
Phone
9253140390
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $1778”

Other Expenses.1007

“Conferences, Conventions, and Meetings $1010”

Other Expenses.1012

“Insurance $282”

Other Expenses.1

“Classroom Expenditures $26647”

Other Expenses.2

“LPIE Funded Expenses $20268”

Other Expenses.3

“Parent Parties $16122”

Other Expenses.4

“Yearbook $15486”

Other Expenses.5

“Staff Appreciation $9613”

Other Expenses.6

“Staff Room Snacks $5669”

Other Expenses.7

“BOOK FAIR $5029”

Other Expenses.8

“Field Trips $3929”

Other Expenses.9

“Leopard Day $3518”

Other Expenses.10

“School Play $3182”

Other Expenses.11

“Frozen Friday $2339”

Other Expenses.12

“5th Grade End of Year $1680”

Other Expenses.13

“Reservoir Run-Reg Staff $1290”

Other Expenses.14

“Family Socials $1016”

Other Expenses.15

“Odyssey of the Mind $980”

Other Expenses.16

“Coach Coco Day $936”

Other Expenses.17

“Classroom Field Day Parties $892”

Other Expenses.18

“Teacher Lounge and drinks $871”

Other Expenses.19

“Bank/Credit Card Charges $854”

Other Expenses.20

“Run Club $780”

Other Expenses.21

“5th Grade Farewell and Awards $677”

Other Expenses.22

“Leopard Closet $669”

Other Expenses.23

“Science Fair Boards $626”

Other Expenses.24

“Refunds & Credit Expense $611”

Other Expenses.25

“5th Grade Camp Supplies $525”

Other Expenses.26

“Cultural Fair $324”

Other Expenses.27

“Roll, bike and walk to school $275”

Other Expenses.28

“Teacher Bouquets-Band,Strings $267”

Other Expenses.29

“Welcome Back Coffee $248”

Other Expenses.30

“School Climate $236”

Other Expenses.31

“Kindness Programs $232”

Other Expenses.32

“DEIB Workshop $158”

Total Liabilities.1

“Account credits - Beginning $0 Account credits - Ending $662”

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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/OtherDirectExpensesEvent2Amt06950
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $1778
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, Conventions, and Meetings $1010
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $282
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Classroom Expenditures $26647
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4LPIE Funded Expenses $20268
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Parent Parties $16122
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Yearbook $15486
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Staff Appreciation $9613
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Staff Room Snacks $5669
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9BOOK FAIR $5029
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Field Trips $3929
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Leopard Day $3518
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12School Play $3182
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Frozen Friday $2339
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt145th Grade End of Year $1680
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Reservoir Run-Reg Staff $1290
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Family Socials $1016
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Odyssey of the Mind $980
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Coach Coco Day $936
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Classroom Field Day Parties $892
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Teacher Lounge and drinks $871
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21Bank/Credit Card Charges $854
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22Run Club $780
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt235th Grade Farewell and Awards $677
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24Leopard Closet $669
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt25Science Fair Boards $626
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt26Refunds & Credit Expense $611
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt275th Grade Camp Supplies $525
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt28Cultural Fair $324
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt29Roll, bike and walk to school $275
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt30Teacher Bouquets-Band,Strings $267
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt31Welcome Back Coffee $248
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt32School Climate $236
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt33Kindness Programs $232
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt34DEIB Workshop $158
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt35Account credits - Beginning $0 Account credits - Ending $662
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1007
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc25Other Expenses.23
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc26Other Expenses.24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc27Other Expenses.25
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc28Other Expenses.26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc29Other Expenses.27
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc30Other Expenses.28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc31Other Expenses.29
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc32Other Expenses.30
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc33Other Expenses.31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc34Other Expenses.32
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc35Total Liabilities.1
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Amy Truong
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Co-President
ReturnHeader/BusinessOfficerGrp/PhoneNum09259273570
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-14
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 and Country Drive Suite K
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Danville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094526
ReturnHeader/PreparerPersonGrp/PhoneNum09253140390
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Dana Chavarria
ReturnHeader/ReturnTs02025-02-14T12:50:17-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$168,745
Liabilities
$662
Net assets
$168,083
Revenue
$151,682
Expenses
$134,877
Net income
$16,805
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
2024Detailed filing. Detailed filing data is available for this year.$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