Stonegate Elementary PTA EIN 33-0261576 Form 990 (PDF) Claim this org

Stonegate Elementary PTA FY2021 filing

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Integrates technology into learning to enhance children's cognitive and social abilities. For fiscal year 2021 it reported $48K in revenue, $90K in expenses, and $97K in net assets.Pt I

Type
Public charity (501(c)(3)) · Nonprofit
Location
Irvine, CA
Website
www.stonegatepta.ourschoolpages.com
Filings
5 on file (2021–2021)
Revenue
$48KFY2021
Expenses
$90K
Net assets
$97K
People
11
Filings
5
Updates
0
More identity details & actions ⌄
EIN  33-0261576 Public charity (501(c)(3)) Irvine, CA
Form 990 (PDF)
You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →
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Size
$100K–1M
What they do
Integrates technology into learning to enhance children's cognitive and social abilities.
Leadership
Sharon Smith · President
Money in and out
$48K revenue, $90K expenses
Bottom line
92% program efficiency
Where the money goes · FY2021
Total revenue
$48K
Pt VIII · Ln 12
Total expenses
$90K
Pt IX · Ln 25
Net assets
$97K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): −$43K
Where spending went · Part IX cols B–D
Program services $0.92 Management & general $0.08
Program efficiency
92%
of spending reaches programs
Operating runway
13.7mo
months of highly liquid reserves at operating expense rate
Surplus margin
-89%
revenue over expenses, this year

Summary of the Filing

Part I · fiscal year 2021 · Form 990
Revenue
$48K
FY2021
Expenses
$90K
FY2021
Total assets
$97K
FY2021
Total liabilities
$0
FY2021
Total revenue
$48K
Pt VIII · Ln 12
Total expenses
$90K
Pt IX · Ln 25
Net assets
$97K
Pt X · Ln 32
Revenue less expensesPt I · Ln 19−$43K
Total assetsPt X · Ln 16$97K
Program-expense ratioPt IX · col B92%
Voting members of governing bodyPt I · Ln 3594
Independent voting membersPt I · Ln 4pending

Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CStonegate Elementary PTA
EINHdr · item D33-0261576
Principal addressHdr · item CIrvine, CA
Year of formationHdr · item Lpending
State of legal domicileHdr · item MCA
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFNonprofit
Ruling yearIRS BMFNov 1943

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a594
Independent voting membersPt VI · Ln 1bpending
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13Yes
Document retention policyPt VI · Ln 14No
CEO/top-official compensation independently reviewedPt VI · Ln 15aNo
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
President
$0Pt VII · Sec A
$0Pt VII · Sec A
VP Communications
$0Pt VII · Sec A
VP Membership
$0Pt VII · Sec A
VP Volunteers
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Financial Secretary
$0Pt VII · Sec A
Historian
$0Pt VII · Sec A
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Mission & Programs · Part III

Where the work happens

3 program services account for $47K of program spending, described in the organization's own filed words · FY2020.
01

Yearbook. The yearbook is a publication reflecting theevents and lives of people involved with the school duringthe year. Yearbooks include literary works and art, andreporting of student events.

$24Kprogram expense
02

Family fun nights, reflections, welcome back festival, dad's club,library support, carnival, red ribbon week, art program, culture week,teacher appreciation week, teacher supplies, lunchtime fitness, guystuff, MOTHER/DAUGHTER tea, community partnerships, BANNERS/PUBLICITY,COPIER, classroom support, primary music, and physical…

$23Kprogram expense
03

Field trips. Field trips provide students with richeducational experiences not otherwise obtainable in aclassroom environment. Students visiting differenteducational facilities learn in a more hands-on and interactive MANNER.LEARNING in assorted ways appeals to different learning styles, helpingchildren to succeed whether they are…

Pt IX · col B

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Statement of Revenue

Part VIII
Other revenue$32K · 67%
Program service revenue$16K · 33%
Other revenue67%$32K
Program service revenue33%$16K
Investment income$49
Total revenueLn 12$48K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.92 Management & general $0.08
Program services92%$84K
Management & general8%$7K
Total functional expensesLn 25$90K

Balance Sheet

Part X · end of year
CashLn 1$103K
Total assetsLn 16$97K
Total liabilitiesLn 26$0
Total net assetsLn 32$97K
Months of cash on handcomputed13.7

Financial Metrics

Form 990 · FY2021 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $103K · Operating expenses/yr $90K
13.7 months
Where the money goes
Program services
Program services $84K · Total expenses $90K
92%
Management & General
Management & general $7K · Total expenses $90K
8%
Fundraising
Fundraising $0 · Total expenses $90K
0%
Cost to raise $1
Fundraising expense $0 · Solicited contributions $0
Solicited contributions below reporting floor
Where the money comes from
Contribution dependence
Contributions & grants $0 · Total revenue $48K
0%
Government reliance
Government grants — · Total revenue $48K
Earned-income share
Program service revenue $16K · Total revenue $48K
33%
Investment reliance
Investment income $49 · Total revenue $48K
+0.1%
Program self-sufficiency
Program service revenue $16K · Total expenses $90K
17%
Growth & trend
Revenue growth (YoY)
This year $48K · Prior year —
No prior year on file
Net-asset trend (YoY)
End of year $97K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $48K · Expenses $90K
-89%
Liabilities-to-Assets
Total liabilities — · Total assets $97K
Net-asset ratio
Net assets $97K · Total assets $97K
100%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $97K
Excludes program-related investments (Pt X, ln 13)
People & payroll
Highest Reported Total Compensation
Individual Sharon Smith · Reported title PRESIDENT · Highest reported compensation $0 · Total expenses $90K
0%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) — · Total expenses $90K
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 92%
Overhead ratio 8%
Accounting fee ratio 0.6%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · funders on record
Grants received · FY2024
Total grants receivedfrom 2 funders$6K

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2025 (Latest)$195K revenue · ⤓ 990 PDF
FY2024$176K revenue · ⤓ 990 PDF
FY2023$188K revenue · ⤓ 990 PDF
FY2022$162K revenue · ⤓ 990 PDF
FY2021$48K revenue · viewing · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2021IRS
Classification, formation year, addressIRS Business Master File
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