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Stonegate Elementary PTA FY2024 filing

Tax-deductible

Irvine, CA501(c)(3) EIN 33-0261576Revenue $176K in FY2024Latest return filed Nov 17, 2025

On file with the IRSstonegatepta.ourschoolpages.comIrvine, CATax-exempt since Nov 1943Publicly supported — 509(a)(2)

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Integrating students with the significant role technologyplays in life today. Supporting the use of technology forchildren's learning and development better prepares children to benefit from the use of technology to enhance children's cognitive and social abilities. Appropriate technology is integrated into the regular learning environment and used as one of many options to support children's learning.

501(c)(3) charity; gifts are tax-deductible.
93¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2024 · 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
1 of 5
filings with a surplus
Average deficit $15K a year · 10% of revenue · last 5 filings
Concern: a surplus in 1 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
93%
of spending
Looks good: 93% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
6 mo
of spending, in cash
Looks good: 6.1 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $6K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
0
of 525 voting members
Concern: none of 525 voting members are independent.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$176K
-6% vs prior year
Spent
$174K
To programs
93%
Net assets
$88K
By yearFY2021–FY2025
Revenue
$176K
FY2024▼ -6%
Tap a bar for its year
Revenue by fiscal year
FY2021$48K
FY2022$162K
FY2023$188K
FY2024$176K
FY2025$195K
Expenses
$174K
FY2024▼ -11%
Tap a bar for its year
Expenses by fiscal year
FY2021$90K
FY2022$178K
FY2023$195K
FY2024$174K
FY2025$205K
Net assets
$88K
FY2024▲ +2%
Tap a bar for its year
Net assets by fiscal year
FY2021$97K
FY2022$81K
FY2023$87K
FY2024$88K
FY2025$79K

From the FY2024 Form 990 (year ending June 2024) · see the original

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You’re viewing the FY2024 filing — not the latest on file. See the latest (FY2025) →

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

93 cents of each dollar spent went to programs.

Program services 93% · $162K Management & general 7% · $12K

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

9 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2023); the FY2024 filing did not itemize Part VII
$0Pt VII · Sec A
Kathy Lau
Executive Vice President
$0Pt VII · Sec A
Jessica Guttenberg
VP of Membership
$0Pt VII · Sec A
Melanie Lawson
VP of Volunteers
$0Pt VII · Sec A
$0Pt VII · Sec A
Michelle Xu
Financial Secretary
$0Pt VII · Sec A
Sandra Albers
Historian
$0Pt VII · Sec A
Julie Belmore
Financial Reviewer
$0Pt VII · Sec A
See Stonegate Elementary PTA executive salaries →

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 15aNo

Programs and updates

Integrates technology into learning to enhance children's cognitive and social abilities.

Questions for Stonegate Elementary PTA

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3 programs · $116K · in their own filed words · FY2023
01

Family fun nights, reflections, welcome back festival, read a thon,library support, hawk run, red ribbon week, art program, culture week,teacher appreciation week, teacher supplies, lunchtime fitness, in class enrichment, guy STUFF,MOTHER/DAUGHTER tea, community partnerships, BANNERS/PUBLICITY,COPIER, classroom support, primary music…

$79Kprogram 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

Technology licenses and programs provide students with stem learning opportunities not otherwise available in regular classroom course work. These stem licenses and programs include coding classes and innovation labs with detailed lesson plans, stem supplies, and a qualified course instructor.

$12Kprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · funders on record
Grants received · FY2024
American Online Giving Foundation INCFY2024$6K
The Northrop Grumman FoundationFY2024$195
Total grants receivedfrom 2 funders$6K

By the numbers

The FY2024 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$176K
Ln 12
Other incomeLn 4–11$153K
Fees for servicesLn 2g$23K
Investment incomeLn 3$23
Money outPt IX
$174K
Ln 25
Programscol B$162K
Managementcol C$12K
Owns and owesPt X
$88K
net assets · Ln 32
Cash and savingsLn 1–2$88K
Total assetsLn 16$88K
LiabilitiesLn 26$0
PeoplePt VI, VII
9
listed · VII A
PaidVII A0
Voting boardVI 1a525
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$23K
Investment incomeLn 3$23
Other incomeLn 4–11$153K
Total revenueLn 12$176K
Assets in detailPt X, end of year
CashLn 1$88K
Cash and savings togetherLn 1–2$88K
Total assetsLn 16$88K
LiabilitiesLn 26$0
Net assetsLn 32$88K
OperationsPt I, VI
EmployeesI 50
VolunteersI 60
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$87K$88K
Total assetsLn 16$87K$88K
LiabilitiesLn 26$0$0
Net assetsLn 32$87K$88K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Accounting feesLn 11c$575$575
Other expenses (24a–d)Ln 24$94K$94K
All other expensesLn 24e$80K$69K$12K
Total functional expensesLn 25$174K$162K$12K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled with the IRS Nov 17, 2025 $195K$205K−$10K$79K 990 PDF
FY2024 ViewingFiled with the IRS Nov 8, 2024 $176K$174K$2K$88K 990 PDF
FY2023Filed with the IRS Nov 14, 2023 $188K$195K−$8K$87K 990 PDF
FY2022Filed with the IRS Nov 10, 2022 $162K$178K−$16K$81K 990 PDF
FY2021Filed with the IRS Nov 15, 2021 $48K$90K−$43K$97K 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2024 990 (6 parts)
Part I · Summary $176,092 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$0
I-9 Program service revenuePrior year $18,553$22,768
I-10 Investment incomePrior year $29$23
I-11 Other revenuePrior year $169,191$153,301
I-12 Total revenuePrior year $187,773$176,092
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $195,321$174,222
I-18 Total expensesPrior year $195,321$174,222
I-19 Revenue less expensesPrior year −$7,548$1,870
Part VI · Governance 0 of 525 board members independent, 2 to look at
VI-1a Voting members of the governing body525
VI-1b Independent voting members0
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
Part VIII · Statement of revenue $176,092 across 5 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $22,768$22,768
VIII-3 Investment incomeRelated to mission $23$23
VIII-8 Net income from fundraising eventsExcluded from tax $121,046$121,046
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $32,255$32,255
VIII-12 Total revenueRelated to mission $55,046 · Unrelated business $0 · Excluded from tax $121,046$176,092
Part IX · Statement of functional expenses $174,222 across 3 lines filed
IX-11c Accounting feesManagement $575$575
IX-24 Other expenses (24a–d)Programs $93,523$93,523
IX-24e All other expensesPrograms $68,587 · Management $11,537$80,124
IX-25 Total functional expensesPrograms $162,110 · Management $12,112 · Fundraising $0$174,222
Part X · Balance sheet $88,498 assets, 7 lines filed
X-1 Cash, non-interest-bearingStart of year $86,902$88,498
X-16 Total assetsStart of year $86,902$88,498
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $22,637$24,233
X-28 Net assets with donor restrictionsStart of year $64,265$64,265
X-32 Total net assets or fund balancesStart of year $86,902$88,498
X-33 Total liabilities and net assetsStart of year $86,902$88,498
Part XI · Reconciliation of net assets $88,498 net assets at year end
XI-1 Total revenue$176,092
XI-2 Total expenses$174,222
XI-3 Revenue less expenses$1,870
XI-4 Net assets at start of year$86,902
XI-8 Prior period adjustments−$274
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$88,498

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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