Nonprofit · EIN 33-0261576
PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC
Also known as STONEGATE ELEMENTARY PTA
Tax-exempt · IRVINE, CA 92620
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $195,039 | $205,222 | -$10,183 | $78,605 | $0 | $78,605 |
| June 30, 2024 | 990 | $176,092 | $174,222 | $1,870 | $88,498 | $0 | $88,498 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $28,641
- Investment income
- $11
- Net income from fundraising events
- $119,200
- Other revenue
- $166,387
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $550
- Program services (functional)
- $195,887
- Management and general (functional)
- $9,335
Balance sheet and other
- Total assets, start of year
- $88,498
- Total assets, end of year
- $78,605
- Total liabilities, end of year
- $0
- Net assets, end of year
- $78,605
- Net assets without donor restrictions
- $14,340
- Net assets with donor restrictions
- $64,265
- Gross receipts
- $216,831
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2010
- 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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LYNDA KYUNG YOON-BITZ | PRESIDENT Trustee or director, Officer | 20 | $0 |
| KATHY LAU | EXECUTIVE VICE PRESIDENT Trustee or director, Officer | 20 | $0 |
| JESSICA GUTTENBERG | VP OF MEMBERSHIP Trustee or director, Officer | 20 | $0 |
| MELANIE LAWSON | VP OF VOLUNTEERS Trustee or director, Officer | 20 | $0 |
| VICKI SCHENNUM | TREASURER Trustee or director, Officer | 20 | $0 |
| MICHELLE XU | FINANCIAL SECRETARY Trustee or director, Officer | 20 | $0 |
| SANDRA ALBERS | HISTORIAN Trustee or director, Officer | 20 | $0 |
| JULIE BELMORE | FINANCIAL REVIEWER Trustee or director, Officer | 20 | $0 |
| CATHARINE FAN | SECRETARY Trustee or director, Officer | 20 | $0 |
| JONATHON KOYAMA | PARLIAMENTARIAN Trustee or director, Officer | 20 | $0 |
990 for the year ended June 30, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LYNDA KYUNG YOON-BITZ | PRESIDENT Trustee or director, Officer | 20 | $0 |
| KATHY LAU | EXECUTIVE VICE PRESIDENT Trustee or director, Officer | 20 | $0 |
| JESSICA GUTTENBERG | VP OF MEMBERSHIP Trustee or director, Officer | 20 | $0 |
| MELANIE LAWSON | VP OF VOLUNTEERS Trustee or director, Officer | 20 | $0 |
| VICKI SCHENNUM | TREASURER Trustee or director, Officer | 20 | $0 |
| MICHELLE XU | FINANCIAL SECRETARY Trustee or director, Officer | 20 | $0 |
| SANDRA ALBERS | HISTORIAN Trustee or director, Officer | 20 | $0 |
| JULIE BELMORE | FINANCIAL REVIEWER Trustee or director, Officer | 20 | $0 |
| CATHARINE WANG | SECRETARY Trustee or director, Officer | 20 | $0 |
Address and contacts
- Address (IRS master file)
- 100 HONORS, IRVINE, CA 92620-2128
- Principal officer (990 for 2024)
- RACHAEL DAVID, 100 HONORS, IRVINE, CA 92620
- Signed the 990
- RACHAEL DAVID, CURRENT TREASURER
- Phone
- (949) 936-6450
- Return prepared by
- WINTER & LOZANO CPAS INC
California records
California keeps its own records of charities and corporations. Search them by EIN 33-0261576 or by the name PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC.
- 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
INTEGRATING STUDENTS WITH THE SIGNIFICANT ROLE TECHNOLOGYPLAYS IN LIFE TODAY. SUPPORTING THE USE OF TECHNOLOGY FORCHILDREN'S LEARNING AND DEVELOPMENT BETTER PREPARES CHILDREN TO BENEFITFROM THE USE OF TECHNOLOGY TO ENHANCE CHILDREN'S COGNITIVE AND SOCIALABILITIES. APPROPRIATE TECHNOLOGY IS INTEGRATED INTO THE REGULARLEARNING ENVIRONMENT AND USED AS ONE OF MANY OPTIONS TO SUPPORTCHILDREN'S LEARNING.
Program accomplishments
- REFLECTIONS, READ A THON, CARNIVAL, SPORT SUPPORT, SPELLING BEE,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, AND PHYSICAL EDUCATION PROGRAMS.Expenses $78,096 · revenue $75,839
- 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 KINETICLEARNERS. CHILDREN LEARN ABOUT DIFFERENT PROFESSIONS, IDEAS ANDOPPORTUNITIES WHEN THEY TRAVEL OUTSIDE OF THE CLASSROOM.Expenses $32,000
- 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.Expenses $10,000
- SCHOOL DONATIONS, SCHOOL GIFTS AND OTHER MISCELLANEOUS PROGRAMS.Expenses $75,791
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 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 33-0261576
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Exempt since
- 1943
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $78,605
- Income (IRS master file)
- $216,831
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $195,039 | $205,222 | $78,605 | XML |
| 990 | June 2024 | $176,092 | $174,222 | $88,498 | XML |
| 990 | June 2023 | $187,773 | $195,321 | $86,902 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 33-0261576).
Questions about PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC
- What is the EIN of PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC?
- The employer identification number (EIN) of PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC is 33-0261576.
- Is PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1943.
- Which annual return does PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC 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 PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC?
- The 990 for the year ended June 30, 2025 names RACHAEL DAVID.
- Who are the officers and directors of PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC?
- The 990 for the year ended June 30, 2025 lists 10 people; 0 received compensation from the organization.
- How much revenue does PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $195,039, expenses of $205,222 and total assets of $78,605 at year end.
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