Lafayette Elementary School PTA California Congress of PTAS Association
Nonprofit profile at a glance
- EIN
- 943084722
- IRS 990-EZ coverage
- 2013–2024
- Forms available
- Form 990 2014, Form 990-EZ 2024
- Location
- Lafayette, CA, USA
- Phone
- 9259273570
- Rating
- 92
- Verdict
- STRONG
- Rating confidence
- Moderate
Reported finances
- Revenue
- $161,563
- Expenses
- $170,037
- Assets
- $160,225
- Liabilities
- $555
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
15 people listed
Executive titles in this filing
- Amy Truong (Co-President)
- Gabe Westmaas (Co-President)
People named in this filing
- Amy Truong (Co-President)
- Jennifer McCarthy (VP-Volunteers)
- Morgan Bernstein (Rec Secretary)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
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.
What it reported doing in 2024
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.
Operating model
- Revenue model
- Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
- Distribution model
- Hybrid. The nonprofit split its reported program spending across 66% for direct work, and 34% for grants.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Program spending has declined or grown slowly and revenue has declined or grown slowly.
Rating breakdown
- Financial Efficiency: 99
- Transparency & Controls: 100
- Sustainability: 40
- Growth: 0
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 100%; rating input score 100
- Program expense ratio: 97.5%; rating input score 98
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
Sustainability
- Operating margin: -5.2%; rating input score 22; 22nd percentile among comparable filings
- Total-asset coverage ratio: 0.94; rating input score 57; 57th percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 48; 48th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings
Growth
- Program expense growth: -5.1% per year; rating input score 0; 19th percentile among comparable filings
- Revenue growth: -3.5% per year; rating input score 0; 11th percentile among comparable filings
- Asset growth: -2.7% per year; rating input score 0; 20th percentile among comparable filings
Details
- Where the money goes: 100% of revenue deployed · 97.5% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 4 filed program accomplishments · $166K in reported program spending
- Leadership: top reported pay $0 · 15 people listed
- Consistency: 9 of 9 current checks pass
- Schedules: 5 filed schedules
- Filing history: 11 filing years from 2013 to 2024
- Contacts: How to reach this organization
- Money network: Resolved incoming and outgoing counterparties from filed money flows.
- Related organizations: Filed and resolved organization relationships.
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Growth: Program expense growth scored 0/100.
- High — Growth: Revenue growth scored 0/100.
- High — Sustainability: Operating margin scored 22/100.
- High — Growth: Asset growth scored 0/100.
- Review — Sustainability: Total-asset coverage ratio scored 57/100.
- Moderate — Sustainability: Liabilities to assets ratio scored 48/100.