Burton Valley Elementary PTA FY2021 filing

Tax-deductible

Lafayette, CA501(c)(3)EIN 94-2627343Revenue $112K in FY2021

On file with the IRSburtonvalleypta.org561 Merriewood Dr, 94549-5507 · Lafayette, CATax-exempt since Nov 1943Publicly supported — 509(a)(2)

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The Mission of the Burton Valley Elementary PTA is To help support the activities of the Burton Valley Elementary School in Lafayette, California.

501(c)(3) charity; gifts are tax-deductible.
95¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

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FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 5
filings with a surplus
Average surplus $861 a year · under 1% of revenue · last 5 filings
Worth a look: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
95%
of spending
Looks good: 95% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
15 mo
of spending, in cash
Looks good: 15.2 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
17
of 17 voting members
Looks good: 17 of 17 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$112K
Spent
$99K
To programs
95%
Net assets
$125K
By yearFY2021–FY2025
Revenue
$112K
FY2021
Tap a bar for its year
Revenue by fiscal year
FY2021$112K
FY2022$331K
FY2023$145K
FY2024$161K
FY2025$147K
Expenses
$99K
FY2021
Tap a bar for its year
Expenses by fiscal year
FY2021$99K
FY2022$315K
FY2023$154K
FY2024$173K
FY2025$149K
Net assets
$125K
FY2021
Tap a bar for its year
Net assets by fiscal year
FY2021$125K
FY2022$141K
FY2023$133K
FY2024$120K
FY2025$117K

From the FY2021 Form 990 (year ending June 2021) · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Nov 1943.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

95 cents of each dollar spent went to programs.

Program services 95% · $95K Management & general 5% · $5K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

17 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
President
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
VP Ways & Means
$0Pt VII · Sec A
VP Social
$0Pt VII · Sec A
Legislative Rep
$0Pt VII · Sec A
Educ & Wellness
$0Pt VII · Sec A
See Burton Valley Elementary PTA executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Supports school activities and programs for elementary students.

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Provided by the organization

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3 programs · $95K · in their own filed words · FY2020
01

HOT LUNCH AND RELATED PROGRAMS------------------------------THE PTA PROVIDES FINANCIAL SUPPORT FOR THE SCHOOL'S HOT LUNCH PROGRAM. Hot Lunch is a PTA-sponsored, parent-organized, and volunteer-dependent lunch program available to grades 1 through 5 at Burton Valley.

$95Kprogram expense
02

Music, science, physical education, asep,and PARENT/STUDENT activities-----------------------------------------the pta supplements the music, science, and physical educational programs at the school which enables these vital departments to expand services.

Pt IX · col B
03

Enrichment---------------------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.

Pt IX · col B

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · this organization's grantmaking
Grants paid · 6 grants · $178K · 2020–2024
Individual RecipientFY2024$40,000
Individual RecipientFY2023$50,803
Lafayette School DistrictFY2023$11,946
Individual RecipientFY2022$36,405
Individual RecipientFY2021$21,431
Individual RecipientFY2020$17,417

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$112K
Ln 12
Gifts and grantsLn 1h$95K
Fees for servicesLn 2g$18K
Investment incomeLn 3$3
Money outPt IX
$99K
Ln 25
Programscol B$95K
Managementcol C$5K
Owns and owesPt X
$125K
net assets · Ln 32
Cash and savingsLn 1–2$125K
Total assetsLn 16$125K
LiabilitiesLn 26$0
PeoplePt VI, VII
17
listed · VII A
PaidVII A0
Voting boardVI 1a17
IndependentVI 1b17
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$95K
Fundraising eventsLn 1c$25K
Fees for servicesLn 2g$18K
Investment incomeLn 3$3
Gains on assetsLn 7$0
Total revenueLn 12$112K
Assets in detailPt X, end of year
CashLn 1$94K
SavingsLn 2$31K
Cash and savings togetherLn 1–2$125K
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$0
Other assetsLn 15$0
Total assetsLn 16$125K
LiabilitiesLn 26$0
Net assetsLn 32$125K
OperationsPt I, VI
EmployeesI 50
VolunteersI 6350
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$113K$125K
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$0
Total assetsLn 16$113K$125K
LiabilitiesLn 26$0$0
Net assetsLn 32$113K$125K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$17K$17K
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$0
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$0
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$0
Payroll taxesLn 10$0
Management feesLn 11a$0
Legal feesLn 11b$0
Accounting feesLn 11c$860$860
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$0
Advertising and promotionLn 12$0
Office expensesLn 13$1K$1K
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$0
TravelLn 17$0
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$0
Payments to affiliatesLn 21$1K$1K
Depreciation, depletion and amortizationLn 22$0
InsuranceLn 23$258$258
Other expenses (24a–d)Ln 24$75K$75K
All other expensesLn 24e$3K$666$2K
Total functional expensesLn 25$99K$95K$5K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $147K$149K−$3K$117K 990 PDF
FY2024 $161K$173K−$12K$120K 990 PDF
FY2023 $145K$154K−$9K$133K 990 PDF
FY2022 $331K$315K$16K$141K 990 PDF
FY2021 Viewing $112K$99K$12K$125K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2021 990 (6 parts)
Part I · Summary $111,571 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $75,883$95,366
I-9 Program service revenuePrior year $231,701$18,153
I-10 Investment incomePrior year $10$3
I-11 Other revenue−$1,951
I-12 Total revenuePrior year $307,594$111,571
I-13 Grants and similar amounts paidPrior year $49,416$17,417
I-14 Benefits paid to members$0
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $268,661$81,782
I-18 Total expensesPrior year $318,077$99,199
I-19 Revenue less expensesPrior year −$10,483$12,372
Part VI · Governance 17 of 17 board members independent, no flags
VI-1a Voting members of the governing body17
VI-1b Independent voting members17
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $111,571 across 10 lines filed
Lines not itemized here account for $148 of total revenue; see the IRS return.
VIII-1c Fundraising events$24,880
VIII-1f All other contributions, gifts and grants$70,486
VIII-1h Total contributions, gifts and grants$95,366
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $18,005$18,005
VIII-3 Investment incomeExcluded from tax $3$3
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assets$0
VIII-8 Net income from fundraising events−$1,951
VIII-12 Total revenueRelated to mission $18,153 · Excluded from tax $3$111,571
Part IX · Statement of functional expenses $99,199 across 31 lines filed
IX-1 Grants to domestic organizationsPrograms $17,417$17,417
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staff$0
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wages$0
IX-8 Pension plan contributions$0
IX-9 Other employee benefits$0
IX-10 Payroll taxes$0
IX-11a Management fees$0
IX-11b Legal fees$0
IX-11c Accounting feesManagement $860$860
IX-11d Lobbying fees$0
IX-11e Professional fundraising fees$0
IX-11f Investment management fees$0
IX-11g Other fees for services$0
IX-12 Advertising and promotion$0
IX-13 Office expensesManagement $1,494$1,494
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 Occupancy$0
IX-17 Travel$0
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 Interest$0
IX-21 Payments to affiliatesPrograms $1,254$1,254
IX-22 Depreciation, depletion and amortization$0
IX-23 InsuranceManagement $258$258
IX-24 Other expenses (24a–d)Programs $75,270$75,270
IX-24e All other expensesPrograms $666 · Management $1,980$2,646
IX-25 Total functional expensesPrograms $94,607 · Management $4,592 · Fundraising $0$99,199
Part X · Balance sheet $125,430 assets, 17 lines filed
X-1 Cash, non-interest-bearingStart of year $81,394$94,012
X-2 Savings and temporary cash investmentsStart of year $31,415$31,418
X-3 Pledges and grants receivable$0
X-4 Accounts receivable$0
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred charges$0
X-10c Land, buildings and equipment, net$0
X-11 Publicly traded securities$0
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assets$0
X-16 Total assetsStart of year $112,809$125,430
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $112,809$125,430
X-32 Total net assets or fund balancesStart of year $112,809$125,430
X-33 Total liabilities and net assetsStart of year $112,809$125,430
Part XI · Reconciliation of net assets $125,430 net assets at year end
XI-1 Total revenue$111,571
XI-2 Total expenses$99,199
XI-3 Revenue less expenses$12,372
XI-4 Net assets at start of year$112,809
XI-9 Other changes in net assets$249
XI-10 Net assets at end of year$125,430

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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