Stonegate Elementary PTA FY2022 filing

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EIN 33-0261576 Public charity (501(c)(3)) Irvine, CA
Form 990 (PDF)

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Revenue & expenses by yearFY2021–FY2025
Revenue
$162K
FY2022▲ +240%
Expenses
$178K
FY2022▲ +97%

Form 990 for the fiscal year ending June 2022 (IRS tax year 2021).


Integrates technology into learning to enhance children's cognitive and social abilities. For fiscal year 2022 it reported $162K in revenue, $178K in expenses, and $81K in net assets.Pt I

Type
Public charity (501(c)(3)) · Nonprofit
Location
Irvine, CA
Website
www.stonegatepta.ourschoolpages.com
Filings
5 on file (2021–2022)
Revenue
$162KFY2022
Expenses
$178K
Net assets
$81K
People
12
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Provided by the organization

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Size
$100K–1M
What they do
Integrates technology into learning to enhance children's cognitive and social abilities.
Leadership
Jenelle Decuir · President
Money in and out
$162K revenue, $178K expenses
Bottom line
96% program efficiency

What Funders Ask

6 questions, answered from this org's own filings

Will my donation be tax-deductible?

GOOD

Yes — A charitable, religious, educational, scientific, or literary organization. Contributions are generally tax-deductible for donors.

IRS Business Master File records this organization as tax-exempt with deductible contributions. See detail →

Can I donate to this org right now?

GOOD

No revocation on IRS record

This EIN does not appear on the IRS auto-revocation list. See detail →

Is this organization up to date?

GOOD

Filed FY2024 (typical filing lag)

Most recent Form 990 on file is for fiscal year 2024 (2 years ago). See detail →

Is it receiving grants from reputable foundations?

GOOD

2 funders, incl. American Online Giving Foundation INC

2 distinct foundation funder(s) on file, $6K received in the most recent year with grants. See detail →

How is the money spent?

GOOD

96% to programs

96% of total functional expenses went to program services in the most recent filing (Form 990 Part IX); the rest is overhead and fundraising. See detail →

What's its financial size and trend?

NEUTRAL

$100K–1M · ↑ +240% vs prior year

Revenue band $100K–1M, +240% versus the prior filing year (up). See detail →

Where the money goes · FY2022
Total revenue
$162K
Pt VIII · Ln 12
Total expenses
$178K
Pt IX · Ln 25
Net assets
$81K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): −$16K
Where spending went · Part IX cols B–D
Program services $0.96 Management & general $0.04
Program efficiency
96%
of spending reaches programs
Operating runway
6.4mo
months of highly liquid reserves at operating expense rate
Surplus margin
-10%
revenue over expenses, this year

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Summary of the Filing

Part I · fiscal year 2022 · Form 990
Total assets
$81K
FY2022▼ -16%
Total liabilities
$0
FY2022
Revenue less expensesPt I · Ln 19−$16K
Total assetsPt X · Ln 16$81K
Program-expense ratioPt IX · col B96%
Voting members of governing bodyPt I · Ln 3500
Independent voting membersPt I · Ln 4pending

Identity & Classification

Form 990 Header · IRS Business Master File
Legal name (IRS)Hdr · 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 1a500
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 (FY2021); the FY2022 filing did not itemize Part VII
$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
Executive Vice President
$0Pt VII · Sec A
Parliamentarian
$0Pt VII · Sec A
See Stonegate Elementary PTA executive salaries →

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Mission & Programs · Part III

Where the work happens

3 program services account for $126K of program spending, described in the organization's own filed words · FY2021.
01

Family fun nights, reflections, welcome back festival,dad's club,library support, hawk run, 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…

$89Kprogram expense
02

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 visual, auditory or…

$25Kprogram expense
03

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. The yearbook serves as a memory book forthe students, and a public relations tool for the school with coverageof the activities of the student body.

$12Kprogram expense

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Statement of Revenue

Part VIII
Other revenue$134K · 82%
Program service revenue$29K · 18%
Other revenue82%$134K
Program service revenue18%$29K
Investment income$41
Total revenueLn 12$162K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.96 Management & general $0.04
Program services96%$170K
Management & general4%$8K
Total functional expensesLn 25$178K

Balance Sheet

Part X · end of year
CashLn 1$94K
Total assetsLn 16$81K
Total liabilitiesLn 26$0
Total net assetsLn 32$81K
Months of cash on handcomputed6.4

Financial Metrics

Form 990 · FY2022 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $94K · Operating expenses/yr $178K
6.4 months
Where the money goes
Program services
Program services $170K · Total expenses $178K
96%
Management & General
Management & general $8K · Total expenses $178K
4%
Fundraising
Fundraising $0 · Total expenses $178K
0%
Cost to raise $1
Fundraising expense (2-yr avg) $0 · Solicited contributions (2-yr avg) $0
Solicited contributions below reporting floor
Where the money comes from
Contribution dependence
Contributions & grants $0 · Total revenue $162K
0%
Government reliance
Government grants — · Total revenue $162K
—
Earned-income share
Program service revenue $29K · Total revenue $162K
18%
Investment reliance
Investment income $41 · Total revenue $162K
+0.03%
Program self-sufficiency
Program service revenue $29K · Total expenses $178K
16%
Growth & trend
Revenue growth (YoY)
This year $162K · Prior year $48K
+240%
Net-asset trend (YoY)
End of year $81K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $162K · Expenses $178K
-10%
Liabilities-to-Assets
Total liabilities — · Total assets $81K
—
Net-asset ratio
Net assets $81K · Total assets $81K
100%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $81K
Excludes program-related investments (Pt X, ln 13)
People & payroll
Highest Reported Total Compensation
Individual Jenelle Decuir · Reported title PRESIDENT · Highest reported compensation $0 · Total expenses $178K
0%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) — · Total expenses $178K
—
Fundraising vendors
Fundraiser cost ratio
Paid to fundraisers $110K · Gross raised $110K
100%
Peer comparison

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

MetricThis orgPeer medianPercentile
Program ratio 96%——
Overhead ratio 4%——
Revenue growth 240%——
Accounting fee ratio 0.3%——

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 · viewing · ⤓ 990 PDF
FY2021$48K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2022IRS
Classification, formation year, addressIRS Business Master File
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