STONEGATE ELEMENTARY PTA

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2010

Legal Domicile

Principal Officer

RACHAEL DAVID

Phone

9499366450

Tax Period

2024-07-01 to 2025-06-30

STONEGATE ELEMENTARY PTA, founded in 2010, is a small nonprofit that reported $195K in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion.

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 Service Accomplishments

Program 1

Expenses: $78,096 Revenue: $75,839

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...

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.

Program 2

Expenses: $32,000

FIELD TRIPS PROVIDE STUDENTS WITH RICHEDUCATIONAL EXPERIENCES NOT OTHERWISE OBTAINABLE IN ACLASSROOM ENVIRONMENT. STUDENTS VISITING DIFFERENTEDUCATIONAL FACILITIES LEARN IN A MORE HANDS-ON AND...

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.

Program 3

Expenses: $10,000

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...

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $28,641

Investment Income $11

Other Revenue $166,387

TOTAL REVENUE $195,039

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $195,887

Other Expenses $205,222

TOTAL EXPENSES $205,222

Year-over-Year Comparison

	2024	2023	Change
Revenue	$195,039	$176,092	+0.1%
Expenses	$205,222	$174,222	+0.2%
Net Income	$-10,183	$1,870	-6.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

525

Independent Members

N/A

Employees

N/A

Volunteers

N/A

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LYNDA KYUNG YOON-BITZ	PRESIDENT	20.00	Officer Director	$0	$0	$0
KATHY LAU	EXECUTIVE VICE PRESIDENT	20.00	Officer Director	$0	$0	$0
JESSICA GUTTENBERG	VP OF MEMBERSHIP	20.00	Officer Director	$0	$0	$0
MELANIE LAWSON	VP OF VOLUNTEERS	20.00	Officer Director	$0	$0	$0
VICKI SCHENNUM	TREASURER	20.00	Officer Director	$0	$0	$0
MICHELLE XU	FINANCIAL SECRETARY	20.00	Officer Director	$0	$0	$0
SANDRA ALBERS	HISTORIAN	20.00	Officer Director	$0	$0	$0
JULIE BELMORE	FINANCIAL REVIEWER	20.00	Officer Director	$0	$0	$0
CATHARINE FAN	SECRETARY	20.00	Officer Director	$0	$0	$0
JONATHON KOYAMA	PARLIAMENTARIAN	20.00	Officer Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$195,039	$205,222	$78,605	$-10,183
2024	$176,092	$174,222	$88,498	$1,870
2023	$187,773	$195,321	$86,902	$-7,548
2022	$162,333	$178,313	$81,477	$-15,980
2021	$47,766	$90,493	$97,457	$-42,727
2020	$129,607	$110,060	$140,184	$19,547
2019	$137,481	$129,583	$120,637	$7,898