Nonprofit · EIN 13-4300298
WESTLAKE ELEMENTARY SCHOOL P F A
Tax-exempt · WESTLAKE VLG, CA 91361
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990 | $156,327 | $236,801 | -$80,474 | $132,411 | $0 | $132,411 |
| June 30, 2025 | 990 | $269,191 | $301,224 | -$32,033 | $212,885 | $0 | $212,885 |
| June 30, 2024 | 990 | $252,069 | $272,734 | -$20,665 | $244,918 | $0 | $244,918 |
| June 30, 2023 | 990 | $171,928 | $168,902 | $3,026 | $265,583 | $0 | $265,583 |
Financial details: 990 for the year ended June 30, 2026
Revenue
- Contributions, gifts and grants
- $134,374
- Program service revenue
- $0
- Investment income
- $28
- Net income from fundraising events
- $21,925
- Other revenue
- $21,925
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $78,412
- Salaries, compensation and benefits (total)
- $78,412
- Professional fundraising fees
- $0
- Program services (functional)
- $229,900
- Management and general (functional)
- $6,901
Balance sheet and other
- Total assets, start of year
- $212,885
- Total assets, end of year
- $132,411
- Total liabilities, end of year
- $0
- Net assets, end of year
- $132,411
- Gross unrelated business income
- $28
- Gross receipts
- $156,327
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1992
- State of legal domicile
- CA
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 for the year ended June 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANNA TUCKER-WHITE | CO-PRESIDENT Trustee or director, Officer | 3 | $0 |
| VICTOR AMODIO | CO-PRESIDENT Trustee or director, Officer | 3 | $0 |
| CHARLENE LEE | TREASURER Trustee or director, Officer | 3 | $0 |
| DIANE SHAP | TREASURER Trustee or director, Officer | 3 | $0 |
990 for the year ended June 30, 2025: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DANNII DENNISON | CO-PRESIDENT Trustee or director, Officer | 3 | $0 |
| CAROLYN CHERRIE | CO-PRESIDENT Trustee or director, Officer | 3 | $0 |
| CHARLENE LEE | TREASURER Trustee or director, Officer | 3 | $0 |
| JAIME DAVISON | TREASURER Trustee or director, Officer | 3 | $0 |
990 for the year ended June 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DANNII DENNISON | CO-PRESIDENT Trustee or director, Officer | 3 | $0 |
| CAROLYN CHERRIE | CO-PRESIDENT Trustee or director, Officer | 3 | $0 |
| CHARLENE LEE | TREASURER Trustee or director, Officer | 3 | $0 |
| JAIME DAVISON | TREASURER Trustee or director, Officer | 3 | $0 |
990 for the year ended June 30, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LIZ CAHILL | CO-PRESIDENT Trustee or director, Officer | 3 | $0 |
| CAROLYN CHERRIE | CO-PRESIDENT Trustee or director, Officer | 3 | $0 |
| MEGAN MORBITZER | TREASURER Trustee or director, Officer | 3 | $0 |
| JALPA PATEL | TREASURER Trustee or director, Officer | 3 | $0 |
Address and contacts
- Address (IRS master file)
- 1571 E POTRERO RD, WESTLAKE VLG, CA 91361-1529
- In care of
- % BEVERLY DALLAS
- Principal officer (990 for 2025)
- CHARLENE LEE, 1571 EAST POTRERO ROAD, WESTLAKE VILLAGE, CA 91361
- Signed the 990
- CHARLENE LEE, TREASURER
- Phone
- (805) 777-8939
- Return prepared by
- FOSTER GRIFFITH & ALLEN INC
California records
California keeps its own records of charities and corporations. Search them by EIN 13-4300298 or by the name WESTLAKE ELEMENTARY SCHOOL P F A.
- 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 SPECIFIC PURPOSE OF THIS ASSOCIATION IS TO ACT AS A PARENT-FACULTY ASSOCIATION AND BOOSTER CLUB FOR WESTLAKE ELEMENTARY SCHOOL IN WESTLAKE VILLAGE, CALIFORNIA.
Program accomplishments
- PROVIDED EDUCATIONAL SPECIALISTS AND PROGRAMS FOR THE BENEFIT OF ALL STUDENTS.Expenses $78,412
- CAMPUS IMPROVEMENTS FOR THE BENEFIT OF ALL STUDENTS.Expenses $33,328
- PROVIDED EXTRACURRICULAR ACTIVITIES FOR THE BENEFIT OF STUDENTS.Expenses $48,570
- VARIOUS OTHER PROGRAMSExpenses $69,590
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 | 990 on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 13-4300298
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2006
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B94)
- Assets (IRS master file)
- $132,411
- Income (IRS master file)
- $156,327
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2026 | $156,327 | $236,801 | $132,411 | XML |
| 990 | June 2025 | $269,191 | $301,224 | $212,885 | XML |
| 990 | June 2024 | $252,069 | $272,734 | $244,918 | XML |
| 990 | June 2023 | $171,928 | $168,902 | $265,583 | XML |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | 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 13-4300298).
Questions about WESTLAKE ELEMENTARY SCHOOL P F A
- What is the EIN of WESTLAKE ELEMENTARY SCHOOL P F A?
- The employer identification number (EIN) of WESTLAKE ELEMENTARY SCHOOL P F A is 13-4300298.
- Is WESTLAKE ELEMENTARY SCHOOL P F A tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to WESTLAKE ELEMENTARY SCHOOL P F A tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WESTLAKE ELEMENTARY SCHOOL P F A 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 WESTLAKE ELEMENTARY SCHOOL P F A due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WESTLAKE ELEMENTARY SCHOOL P F A last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2026.
- Who is the principal officer of WESTLAKE ELEMENTARY SCHOOL P F A?
- The 990 for the year ended June 30, 2026 names CHARLENE LEE.
- Who are the officers and directors of WESTLAKE ELEMENTARY SCHOOL P F A?
- The 990 for the year ended June 30, 2026 lists 4 people; 0 received compensation from the organization.
- How much revenue does WESTLAKE ELEMENTARY SCHOOL P F A have?
- On its 990 for the year ended June 30, 2026 it reported revenue of $156,327, expenses of $236,801 and total assets of $132,411 at year end.
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