2025-02-03T12:35:09-07:00 2024-06-30 990 2023-07-01 943042896 PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC PTAC 4157592825 220 MIDDLEFIELD DRIVE SAN FRANCISCO CA 94132 KARL SCHACKNE TREASURER 4157592825 2025-02-03 1 2023 2025-03-06 01:10:19Z MONIQUE SAN MIGUEL 220 MIDDLEFIELD DRIVE SAN FRANCISCO CA 94132 213186 0 0646 X www.lakeshoreelementary.org X UNIT (BRANCH) OF CALIF CONGRESS OF PTAs 1987 CA THE PTA IS A NON-PROFIT ORGANIZATION OF LAKESHORE PARENTS, RELATIVES, STAFF AND COMMUNITY MEMBERS DEDICATED TO ENSURING ACADEMIC, CREATIVE, EMOTIONAL, PHYSICAL, AND SOCIAL ENRICHMENT AND CREATING THE BEST ENVIRONMENT FOR OUR CHILDREN. 19 19 0 60 0 0 130660 149128 24318 39255 0 0 -1672 606 153306 188989 0 0 0 0 0 0 0 0 751 163476 159700 163476 159700 -10170 29289 234728 271517 0 7500 234728 264017 THE PTA IS A NON-PROFIT ORGANIZATION OF LAKESHORE PARENTS, RELATIVES, STAFF AND COMMUNITY MEMBERS DEDICATED TO ENSURING ACADEMIC, CREATIVE, EMOTIONAL, PHYSICAL, AND SOCIAL ENRICHMENT AND CREATING THE BEST ENVIRONMENT FOR OUR CHILDREN. 0 0 91844 0 0 PROVIDE ENRICHMENT (SUPPLEMENTAL) EDUCATION PROGRAMS INCLUDING ENVIRONMENTAL EDUCATION, MOTOR SKILLS DEVELOPMENT, ART, MUSIC, ETC., BY PROVIDING CONSULTANTS AND PROG SUPPLIES, BENEFITING ALL (APPROXIMATELY 400) STUDENTS DURING THE 2023-24 SCHOOL YEAR. 31958 0 36937 MAKE AVAILABLE SUPPLEMENTAL LANGUAGE INSTRUCTION IN MANDARIN CHINESE AFTER SCHOOL TO STUDENTS AT LAKESHORE SCHOOL. THESE FEE BASED CLASSES ARE OPEN TO ALL STUDENTS. APPROXIMATELY 26 STUDENTS PARTICIPATED DURING THE 2023-24 SCHOOL YEAR. 20720 0 0 PROVIDE CLASSROOM AND SCHOOL SUPPORT TO ALL STUDENTS THROUGH PURCHASE OF SUPPLIES, EDUCATIONAL MATERIALS, ETC., FOR TEACHERS, LIBRARY, SUPPORT STAFF, ETC., SUPPLEMENTING THE SCHOOL DISTRICT BUDGET, SERVING ALL (APPROXIMATELY 400) STUDENTS DURING THE 2023-24 SCHOOL YEAR 3917 0 0 -OTHER PROGRAMS: GRADUATION FOR FIFTH GRADERS (APPROXIMATELY 62 STUDENTS) 1980 0 2318 OTHER PROGRAMS: PARENT/CHILD/FAMILY ACTIVITIES (INCLUDING CHILDREN'S CARNIVAL, SCIENCE FAIR, WELCOME PICNIC, GLOW PARTY, COFFEE SOCIALS) : APPROXIMATELY 600 PARTICIPANTS DURING THE 2023-24 SCHOOL YEAR. 5897 0 2318 150419 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X KARL SCHACKNE PTA TREASURER 2024-25 4157592825 Lakeshore PTA 220 Middlefield Drive San Francisco CA 94132 X MONIQUE SAN MIGUEL PRESIDENT 2023-24 3 0 X X 0 0 0 ROWENA FONTANOS ROGERS EXECUTIVE VICE PRESIDENT 2023-24 1 0 X X 0 0 0 ELISA LINHALES VP MEMBERSHIP 2023-24 1 0 X X 0 0 0 JEANETTE FEDDES VP SPECIAL EVENTS 2023-24 3 0 X X 0 0 0 EMILY BEITIKS VP ONGOING PROGRAMS 2023-24 3 0 X X 0 0 0 COURTNEY POHL RECORDING SECRETARY 2023-24 1 0 X X 0 0 0 LISA CAMPBELL TREASURER 2023-24 3 0 X X 0 0 0 SHIRLEY SALIB FINANCIAL SECRETARY 2023-24 2 0 X X 0 0 0 KARL SCHACKNE AUDITOR 2023-24 & TREASURER 2024-25 1 0 X X 0 0 0 LISA DeMATTEL HISTORIAN 2023-24 1 0 X X 0 0 0 MATT HARTFORD LAKESHORE SCHOOL PRINCIPAL 2023-24 1 0 X 0 0 0 LAURA PALACIO TEACHER LIASON 2023-24 1 0 X 0 0 0 SHAWN KESSLER PARLIAMENTARIAN 2023-24 1 0 X X 0 0 0 DANNY BLOOMFIELD CHAIR, COMMUNICATION COMMITTEE 2023-24 1 0 X 0 0 0 vacant CHAIR, COMMUNITY ENGAGEMENT COMM 0 0 X 0 0 0 CHRISTINE BOYD CHAIR, FUNDRAISING COMMITTEE 2023-24 7 0 X 0 0 0 PABLO IMERI CHAIR, GRANTS COMMITTEE 2023-24 1 0 X 0 0 0 STEPHEN BOYD CHAIR, GREENING & BEAUTIFY COMM 2023-24 2 0 X 0 0 0 vacant CHAIR, OUTREACH 2023-24 0 0 X 0 0 0 vacant CHAIR, PARENT EDUCATION COMMITTEE 2023-24 0 0 X 0 0 0 PENELOPE VAN TUYL CHAIR, TOURS & WELCOME COMM 2023-24 3 0 X 0 0 0 CYNTHIA QUAN ROOM PARENT COORDINATOR 2023-24 2 0 X 0 0 0 0 0 0 0 0 0 0 0 0 451 22734 0 0 125943 20540 149128 LANGUAGE CLASSES 611630 36937 36937 0 0 CHILD, PARENT, FAMILY ACTIVITIES 624110 2318 2318 0 0 0 0 0 0 39255 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 20540 22734 22624 -2084 0 -2084 4263 1573 2690 2690 0 0 0 188989 41945 0 -2084 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 115726 115726 0 0 0 0 0 0 0 0 0 0 2089 0 2089 0 0 0 0 0 4685 4685 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 2156 550 1606 0 SUPPLIES AND EDUCATIONAL MATERIALS 29429 28393 285 751 PAYMENT PROCESSING FEES 2007 0 2007 YEARBOOK PRINTING 1065 1065 0 0 ALL OTHER EXPENSE 2543 0 2543 0 159700 150419 8530 751 178318 167350 0 0 0 0 0 0 0 0 0 0 0 0 0 0 56410 104167 0 0 0 0 0 0 0 0 0 234728 271517 0 0 0 0 0 7500 0 0 0 0 0 0 0 0 0 0 0 0 7500 X 0 0 0 0 234728 264017 234728 264017 234728 271517 29289 0 0 0 0 0 X 0 0 0 X 143150 117843 143959 152948 149128 707028 43039 6510 37235 27840 43518 158142 19949 0 23461 20970 20540 84920 0 0 0 0 0 0 0 0 0 0 0 0 206138 124353 204655 201758 213186 950090 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 950090 5 3 0 0 0 8 0 0 0 0 0 0 5 3 0 0 0 8 0 0 0 0 0 0 0 0 0 0 0 0 206143 124356 204655 201758 213186 950098 0.99999 0.99999 0.00001 0.00001 X SPRING FR- ONLINE AUCTION 45274 22734 22540 547 0 0 0 0 22077 0 0 45274 22734 22540 547 0 0 0 0 22077 22624 -84 Schedule G, Part II, Line 9 - OTHER DIRECT EXPENSES: VALUE/COST OF DONATED ITEMS AUCTIONED- $20,540; PAYMENT PROCESSING FEES-$535; IT/AUCTION SOFTWARE-$340; SUPPLIES, ETC.- $662 Form 990, Part VI, Section A, Line 6 - GOVERNANCE: THE LAKESHORE PTA IS A MEMBERSHIP ORGANIZATION. ANYONE MAY BECOME A MEMBER BY PAYING DUES REGARDLESS OF WHETHER THEY ARE ASSOCIATED WITH A CURRENT STUDENT. ALL DUES PAYING MEMBERS ARE ELIGIBLE TO VOTE AT THE PERIODIC GENERAL MEMBERSHIP MEETINGS. ALL EXECUTIVE BOARD DECISIONS AND RECOMMENDATIONS MUST BE PRESENTED TO THE MEMBERSHIP FOR RATIFICATION. Form 990, Part VI, Section A, Line 7a - GOVERNANCE: MEMBERS OF THE LAKESHORE PTA ELECT THE EXECUTIVE BOARD ANNUALLY, WITH ONE EXCEPTION - THE PRESIDENT ELECT APPOINTS THE PARLIAMENTARIAN. CHAIRPERSONS OF STANDING COMMITTEES MAY ALSO PARTICIPATE ON THE EXECUTIVE BOARD, SUBJECT TO RATIFICATION BY THE EXECUTIVE BOARD. THE PRESIDENT APPOINTS THE CHAIRPERSONS AND MEMBERS OF ALL COMMITTEES WITH THE EXCEPTION OF THE NOMINATING COMMITTEE WHICH IS APPOINTED BY THE MEMBERSHIP. Form 990, Part VI, Section A, Line 7b - GOVERNANCE: THE EXECUTIVE BOARD AND COMMITTEES MAKE RECOMMENDATIONS REGARDING GOALS, PROGRAMS, AND BUDGETS, ALL OF WHICH ARE SUBJECT TO RATIFICATION BY VOTE OF THE MEMBERS. Form 990, Part VI, Section B, Line 11b PROCESS FOR EXECUTIVE BOARD REVIEW OF FORM 990: AFTER TREASURER AND PRESIDENT HAVE COMPLETED AN INITIAL REVIEW, THE FINAL DRAFT COPY OF FORM 990 WITH ITS SCHEDULES IS EMAILED TO EACH EXECUTIVE BOARD MEMBER BY THE TREASURER ALONG WITH THE REQUEST TO REVIEW IT AND RESPOND WITH AN ACKNOWLEDGEMENT OF RECEIPT AND WITH ANY COMMENTS BEFORE THE PRESIDENT OR TREASURER SIGNS AND EFILES THE COMPLETED RETURN. (THIS SAME PROCEDURE IS ALSO FOLLOWED FOR STATE RETURNS) Form 990, Part VI, Section B, Line 12c - GOVERNANCE - CONFLICT OF INTEREST: TO MONITOR AND ENFORCE COMPLIANCE WITH THE PTA CONFLICT OF INTEREST POLICY, EXECUTIVE BOARD MEMBERS ARE ASKED TO READ THE CONFLICT OF INTEREST AND WHISTLEBLOWER POLICIES AND AS A RULE, THIS PTA DOES NOT ENGAGE THE PAID SERVICES OF ANY MEMBER OF THE EXECUTIVE BOARD. THIS HELPS AVOID CONFLICT ISSUES. OUR GROUP IS SMALL AND WE ARE FAMILIAR WITH EACH OTHERS' EMPLOYMENT STATUS WHICH ENSURES THAT WE DO NOT DO BUSINESS WITH ANY OF OUR EMPLOYERS, Form 990, Part VI, Section C, Line 19 - GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND TAX RETURNS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. CONTACT INFORMATION IS PROVIDED ON OUR WEBSITE, SOCIAL MEDIA PAGE, AND LAKESHORE SCHOOL COMMUNICATION PLATFORM. Form 990, Part IX, Line 11g - CONSULTANT EDUCATORS FOR ENRICHMENT PROGRAMS FORM 8868 (990 EXTENSION) WAS E-FILED AND ACCEPTED ON NOV 14, 2024