Civic Intelligence

Lafayette Elementary School PTA California Congress of Ptas Association

990EZ • Fiscal year 2025 • EIN 94-3084722

Jul 01, 2024 to Jun 30, 2025 • Filed on Jan 28, 2026

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

66th percentile

0.00x

Higher debt load relative to assets than 66% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

67th percentile

0.00x

Higher debt load relative to revenue than 67% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

31st percentile

-5.2%

Higher net margin than 31% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

36th percentile

-5.0%

Faster asset growth than 36% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

57th percentile

6.5%

Faster revenue growth than 57% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Down

$160,225

Down $8,520 (-5.0%) from 2024

Net Assets

Down

$159,670

Down $8,413 (-5.0%) from 2024

Liabilities

Down

$555

Down $107 (-16%) from 2024

Revenue

Up

$161,563

Up $9,881 (+6.5%) from 2024

Expenses

Up

$170,037

Up $35,160 (+26%) from 2024

Net Income

Down

-$8,474

Down $25,279 (-150%) from 2024

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

2025

Assets$160,225
Liabilities$555
Net Assets$159,670

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

2025

Revenue$161,563
Expenses$170,037
Net Income-$8,474
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jan 28, 2026
Return Version
2024v5.2
Gross Receipts
$165,092
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.$56,757$165,804
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
Amy TruongCo-PresidentPT$0--
Jennifer McCarthyVP-VolunteersPT$0--
Morgan BernsteinRec SecretaryPT$0--
Yuki JenkinsTreasurerPT$0--
Matt DickmanAsst TreasurerPT$0--
Jenean SmithVP EnvironmentPT$0--
Ria Di CostanzoCommunicationsPT$0--
Sam PatathFinl ReviewerPT$0--
Christina LhiHistorianPT$0--
Andi BrownParliamentarianPT$0--
Briannon McCurdyVP LegislativePT$0--
Gabe WestmaasCo-PresidentPT$0--
Melissa BarclayLes PrincipalPT$0--
Sara ChristoiTeacher Rep-$0--
Kristie DarinTeacher Rep-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Walk-a-thon$54,966-$3,529-
Total Events$54,966-$3,529$-3,529
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
Ria Di Costanzo
Title
President
Phone
9259273570
Signed
2026-01-28
Discuss with paid preparer
Yes

Preparer

Firm
Regalia Berger & Berger 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: $54000

Other Expenses.1002

Office Expenses $1195

Other Expenses.1007

Conferences, Conventions, and Meetings $1269

Other Expenses.1012

Insurance $288

Other Expenses.1

Classroom Expenditures $23029

Other Expenses.2

LPIE Funded Expenses $22788

Other Expenses.3

Yearbook $11979

Other Expenses.4

Parent Parties $10220

Other Expenses.5

Staff Appreciation $7087

Other Expenses.6

BOOK FAIR $4739

Other Expenses.7

Westival-Fall Carnival $4368

Other Expenses.8

Field Trips $4235

Other Expenses.9

Leopard Day $3141

Other Expenses.10

School Play $2485

Other Expenses.11

Frozen Friday $2370

Other Expenses.12

Staff Room Snacks $1758

Other Expenses.13

5th Grade End of Year $1546

Other Expenses.14

5th Grade Farewell and Awards $1112

Other Expenses.15

Odyssey of the Mind $980

Other Expenses.16

Stripe/PayPal Fees $818

Other Expenses.17

Family Socials $783

Other Expenses.18

Cultural Fair $658

Other Expenses.19

Run Club $638

Other Expenses.20

5th Grade Camp Supplies $520

Other Expenses.21

Welcome Back Coffee $496

Other Expenses.22

Coach Coco Day $481

Other Expenses.23

Classroom Field Day Parties $476

Other Expenses.24

Science Fair Boards $410

Other Expenses.25

Roll, bike and walk to school $293

Other Expenses.26

Kindness Programs $233

Other Expenses.27

Teacher Lounge and drinks $107

Other Expenses.28

Department of Justice $75

Other Expenses.29

Book Swap $28

Total Liabilities.1

Account credits - Beginning $662 Account credits - Ending $555

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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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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
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt054966
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt054966
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt03529
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0WALK-A-THON
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt054966
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt054966
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-3529
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03529
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03529
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: $54000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $1195
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, Conventions, and Meetings $1269
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $288
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Classroom Expenditures $23029
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5LPIE Funded Expenses $22788
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Yearbook $11979
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Parent Parties $10220
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Staff Appreciation $7087
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9BOOK FAIR $4739
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Westival-Fall Carnival $4368
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Field Trips $4235
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Leopard Day $3141
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13School Play $2485
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Frozen Friday $2370
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Staff Room Snacks $1758
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt165th Grade End of Year $1546
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt175th Grade Farewell and Awards $1112
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Odyssey of the Mind $980
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Stripe/PayPal Fees $818
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Family Socials $783
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21Cultural Fair $658
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22Run Club $638
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt235th Grade Camp Supplies $520
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24Welcome Back Coffee $496
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt25Coach Coco Day $481
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt26Classroom Field Day Parties $476
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt27Science Fair Boards $410
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt28Roll, bike and walk to school $293
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt29Kindness Programs $233
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt30Teacher Lounge and drinks $107
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt31Department of Justice $75
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt32Book Swap $28
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt33Account credits - Beginning $662 Account credits - Ending $555
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/FormAndLineReferenceDesc20Other Expenses.17
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Other Expenses.18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22Other Expenses.19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc23Other Expenses.20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc24Other Expenses.21
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc25Other Expenses.22
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc26Other Expenses.23
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc27Other Expenses.24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc28Other Expenses.25
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc29Other Expenses.26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc30Other Expenses.27
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc31Other Expenses.28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc32Other Expenses.29
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc33Total Liabilities.1
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Ria Di Costanzo
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum09259273570
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-28
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 BERGER & BERGER 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/ReturnTs02026-01-28T16:05:12-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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
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