Civic Intelligence

Stonegate Elementary PTA

990 • Fiscal year 2020 • EIN 33-0261576

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 12, 2020

Organization ProfileWWW.STONEGATEPTA.OURSCHOOLPAGES.COM
100 HonorsIrvine, CA 92620

(949) 936-6450

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$140,184

Up $19,547 (+16%) from 2019

Net Assets

Up

$140,184

Up $19,547 (+16%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses

Revenue

Down

$129,607

Down $7,874 (-5.7%) from 2019

Expenses

Down

$110,060

Down $19,523 (-15%) from 2019

Net Income

Up

$19,547

Up $11,649 (+147%) from 2019

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150K$100K$50K$0Assets 2012: $78,882Liabilities 2012: $0Net Assets 2012: $78,8822012Assets 2013: $95,041Liabilities 2013: $0Net Assets 2013: $95,0412013Assets 2018: $112,741Liabilities 2018: $0Net Assets 2018: $112,7412018Assets 2019: $120,637Liabilities 2019: $0Net Assets 2019: $120,6372019Assets 2020: $140,184Liabilities 2020: $0Net Assets 2020: $140,1842020Assets 2021: $97,457Liabilities 2021: $0Net Assets 2021: $97,4572021Assets 2022: $81,477Liabilities 2022: $0Net Assets 2022: $81,4772022Assets 2023: $86,902Liabilities 2023: $0Net Assets 2023: $86,9022023Assets 2024: $88,498Liabilities 2024: $0Net Assets 2024: $88,4982024Assets 2025: $78,605Liabilities 2025: $0Net Assets 2025: $78,6052025

Highlighted filing

2020

Assets$140,184
Liabilities$0
Net Assets$140,184
Open 2020 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KRevenue 2012: $102,111Expenses 2012: $87,494Net Income 2012: $14,6172012Revenue 2013: $109,110Expenses 2013: $114,703Net Income 2013: -$5,5932013Revenue 2018: $135,395Expenses 2018: $144,466Net Income 2018: -$9,0712018Revenue 2019: $137,481Expenses 2019: $129,583Net Income 2019: $7,8982019Revenue 2020: $129,607Expenses 2020: $110,060Net Income 2020: $19,5472020Revenue 2021: $47,766Expenses 2021: $90,493Net Income 2021: -$42,7272021Revenue 2022: $162,333Expenses 2022: $178,313Net Income 2022: -$15,9802022Revenue 2023: $187,773Expenses 2023: $195,321Net Income 2023: -$7,5482023Revenue 2024: $176,092Expenses 2024: $174,222Net Income 2024: $1,8702024Revenue 2025: $195,039Expenses 2025: $205,222Net Income 2025: -$10,1832025

Highlighted filing

2020

Revenue$129,607
Expenses$110,060
Net Income$19,547
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 12, 2020
Return Version
2019v5.1
Gross Receipts
$170,162
Mission and Program Overview

Mission

To positively impact the lives of all children and families by representing our members, and empowering and supporting them with skills in education, leadership and communication.

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$120,637$149,556▲ $28,919
Total Assets$120,637$140,184▲ $19,547
Other Assets Total$0$-9,372▼ $9,372
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$64,265$64,265→ $0
Net Assets Without Donor Restrictions$56,372$56,372→ $0
Total Net Assets Fund Balance$120,637$140,184▲ $19,547
Total Liabilities and Net Assets / Fund Balance$120,637$140,184▲ $19,547
Compensation and Service Providers

Board Members and Trustees

NameTitle
Sharon SmithPresident
Sasa AlikhanAuditor
Monica FungEvp
Randal MasakiFinancial Secretary
Kristin WuHistorian
Jamil JafferParliamentarian
Anamika BhattacharyaSecretary
Phoebe NieTreasurer
Jenelle DecuirVP Communications
Jessica GuttenbergVP Membership
Tisa StrengthVP Volunteers
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$24,213
Investment Income
$189
Other Revenue
$105,205
Change in Net Assets
$19,547
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$110,060
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses-$9,141-$9,141
Other Expenses$6,220--$6,220
Fees for Services Accounting-$571-$571
Total Functional Expenses$100,348$9,712$0$110,060
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$145,760
Fundraising Direct Expenses$40,555
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“UPON REQUEST”

Form 990, Part VI, Section B, Line 12C

“AVAILABLE UPON REQUEST”

Form 990, Part VI, Section C, Line 19

“AVAILABLE UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Stonegate Elementary Pta
EIN
33-0261576
Phone
9499366450
Address
100 HONORS, IRVINE, CA 92620

Signing Officer

Name
Randal Masaki
Title
Current Treasurer
Phone
9499366450
Signed
2020-11-12

Organization Details

Principal Officer
Audra Bollard
Formed
2010
Legal Domicile
CA
Voting Board Members
301
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Winter & Lozano Cpas Inc
Address
942 E CHAPMAN, ORANGE, CA 92866
Preparer
Brian Winter CPA
Phone
7146026949
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IRS990ScheduleA/InvestmentIncomePYPct00.00010
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt0616119
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0211040
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0190849
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0169436
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt044794
IRS990ScheduleA/Total509Grp/TotalAmt0616119
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0211079
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0190863
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0169447
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt044797
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0616186
IRS990/ScheduleBRequiredInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO PROVIDE SUPPORT FOR SCHOOL CLASSES AND PROGRAMS
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0120637
IRS990/TotalAssetsEOYAmt0140184
IRS990/TotalAssetsGrp/BOYAmt0120637
IRS990/TotalAssetsGrp/EOYAmt0140184
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt09712
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0100348
IRS990/TotalFunctionalExpensesGrp/TotalAmt0110060
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0120637
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0140184
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt063014
IRS990/TotalProgramServiceExpensesAmt0100348
IRS990/TotalProgramServiceRevenueAmt024213
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0105205
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt024402
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0129607
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0120637
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0140184
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt0301
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.STONEGATEPTA.OURSCHOOLPAGES.COM
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/PersonNm0RANDAL MASAKI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CURRENT TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09499366450
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STONEGATE ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0STON
ReturnHeader/Filer/EIN0330261576
ReturnHeader/Filer/PhoneNum09499366450
ReturnHeader/Filer/USAddress/AddressLine1Txt0100 HONORS
ReturnHeader/Filer/USAddress/CityNm0IRVINE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092620
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DE3E67A91A7F7B4971B40539751D8797AB964A3E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BAC5A296DE14F2BDDFC56F4CD3C3F1C14A91081C
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.183.44.222
ReturnHeader/FilingSecurityInformation/IPDt02020-11-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm012:51:01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0800316991
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WINTER & LOZANO CPAS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0942 E CHAPMAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ORANGE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092866
ReturnHeader/PreparerPersonGrp/PhoneNum07146026949
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRIAN WINTER CPA
ReturnHeader/ReturnTs02020-11-16T10:49:36-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$140,184
Liabilities
$0
Net assets
$140,184
Revenue
$129,607
Expenses
$110,060
Net income
$19,547
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.79$0.00$0.79$1.95$2.05$0.10
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.88$0.00$0.88$1.76$1.74$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$1.88$1.95$0.08
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.81$0.00$0.81$1.62$1.78$0.16
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.97$0.00$0.97$0.48$0.90$0.43
2020Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$1.30$1.10$0.20
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.21$0.00$1.21$1.37$1.30$0.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.13$0.00$1.13$1.35$1.44$0.09
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.95$0.00$0.95$1.09$1.15$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.79$0.00$0.79$1.02$0.87$0.15