Nonprofit · EIN 94-3084722
PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC
Also known as LAFAYETTE ELEMENTARY PTA
Tax-exempt · LAFAYETTE, CA 94549
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $161,563 | $170,037 | -$8,474 | $160,225 | $555 | $159,670 |
| June 30, 2024 | 990-EZ | $151,682 | $134,877 | $16,805 | $168,745 | $662 | $168,083 |
| June 30, 2023 | 990-EZ | $134,732 | $128,503 | $6,229 | $152,825 | – | $152,825 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $115,643
- Membership dues
- $6,340
- Program service revenue
- $43,057
- Investment income
- $52
- Net income from fundraising events
- -$3,529
Expenses
- Grants and similar amounts paid
- $56,757
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $2,675
- Other expenses
- $110,605
- Program services (functional)
- $165,804
Balance sheet and other
- Total assets, start of year
- $168,745
- Total assets, end of year
- $160,225
- Total liabilities, end of year
- $555
- Net assets, end of year
- $159,670
- Cash, savings and investments
- $160,225
- Gross receipts
- $165,092
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Amy Truong | Co-President | 10 | $0 |
| Jennifer McCarthy | VP-Volunteers | 10 | $0 |
| Morgan Bernstein | Rec Secretary | 5 | $0 |
| Yuki Jenkins | Treasurer | 10 | $0 |
| Matt Dickman | Asst Treasurer | 5 | $0 |
| Jenean Smith | VP Environment | 5 | $0 |
| Ria Di Costanzo | Communications | 10 | $0 |
| Sam Patath | Finl Reviewer | 5 | $0 |
| Christina Lhi | Historian | 5 | $0 |
| Andi Brown | Parliamentarian | 5 | $0 |
| Briannon McCurdy | VP Legislative | 5 | $0 |
| Gabe Westmaas | Co-President | 10 | $0 |
| Melissa Barclay | LES Principal | 5 | $0 |
| Sara Christoi | Teacher Rep | 1 | $0 |
| Kristie Darin | Teacher Rep | 1 | $0 |
990-EZ for the year ended June 30, 2024: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Andrea Brown | Co-President | 10 | $0 |
| Effie Casella | VP-Volunteers | 10 | $0 |
| Morgan Bernstein | Rec Secretary | 5 | $0 |
| Kirti Chitnis | Treasurer | 10 | $0 |
| Tamara Sosine | Asst Treasurer | 5 | $0 |
| Jenean Smith | Environment | 5 | $0 |
| Jenny McCarthy Redman | Communications | 10 | $0 |
| Sam Patath | Auditor | 5 | $0 |
| Amy Coombe | Historian | 5 | $0 |
| Briannon McCurdy | Parliamentarian | 5 | $0 |
| Katie Howard | Legislative | 5 | $0 |
| Ria Di Costanzo | Co-President | 10 | $0 |
| Amy Truong | Vice President | 5 | $0 |
990-EZ for the year ended June 30, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Briannon McCurdy | President | 20 | $0 |
| Effie Casella | VP-Volunteers | 10 | $0 |
| Ria Di Costanzo | Rec Secretary | 5 | $0 |
| Kirti Chitnis | Treasurer | 10 | $0 |
| Tamara Sosine | Asst Treasurer | 5 | $0 |
| Anna Brill | Environment | 5 | $0 |
| Jenny McCarthy | Communications | 10 | $0 |
| Dominique Mickelson | Auditor | 5 | $0 |
| Kristin Crotty | Historian | 5 | $0 |
| Marisa Wilson | Parliamentarian | 5 | $0 |
| Kate Chan | Legislative | 5 | $0 |
| Andi Brown | Legislation | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 950 MORAGA RD, LAFAYETTE, CA 94549-4525
- Signed the 990-EZ
- Ria Di Costanzo, President
- Phone
- (925) 927-3570
- Return prepared by
- REGALIA BERGER & BERGER CPAS
California records
California keeps its own records of charities and corporations. Search them by EIN 94-3084722 or by the name PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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 accomplishments
- DISTRICT FUNDING----------------LAFAYETTE ELEMENTARY SCHOOL PTA PROVIDED FUNDS TO THE LAFAYETTE SCHOOL DISTRICT TO HELP SUPPLEMENT FUNDING RECEIVED FROM THE STATE.Expenses $165,804 · grants $56,757
- 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.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 94-3084722
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Exempt since
- 1943
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $160,225
- Income (IRS master file)
- $165,092
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $161,563 | $170,037 | $160,225 | XML |
| 990-EZ | June 2024 | $151,682 | $134,877 | $168,745 | XML |
| 990-EZ | June 2023 | $134,732 | $128,503 | $152,825 | XML |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2020 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
| 990-EZ | June 2018 | – | – | – | IRS |
| 990-EZ | June 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 94-3084722).
Questions about PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC
- What is the EIN of PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC?
- The employer identification number (EIN) of PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC is 94-3084722.
- Is PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1943.
- Which annual return does PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
- Who are the officers and directors of PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC?
- The 990-EZ for the year ended June 30, 2025 lists 15 people; 0 received compensation from the organization.
- How much revenue does PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $161,563, expenses of $170,037 and total assets of $160,225 at year end.
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