Embedded Files
We are Superstars!!
The PTO is organized exclusively for educational purposes within the meaning of Section 501(c)(3) of the Internal Revenue Code and is not organized for the private gain of any person. (reference: Article II of the PTO’s Constitution)
Annual Budget
Annual Budget
An annual budget is presented to the membership for approval at the first PTO meeting in the Fall. It is based on the preliminary budget prepared by the Treasurer with input from the Board, staff, and committee chairs. The preliminary budget is presented to the members for approval, typically in the final PTO meeting of the previous school year. It includes the personnel commitment with the Cupertino Union School District (CUSD). The PTO Board is required to honor its financial commitment with CUSD.
The budget expense items fall into four categories:
Program Staff Cost (under CUSD contract): Music & Arts, Fun Math, Instructional Aides, Teacher Grants etc.
Programs: Classroom Supplies, Field Trips, Chromebooks, Garden, Project Cornerstone, Maker Cart etc.
Events: Fall/Harvest Festival, Walkathon, Science Fair, Staff Appreciation Week, etc.
Operational Expenses: Office Supplies, Insurance Premiums, Compliance Fees, Bank Fees, etc.
Treasurer's Reports
Treasurer's Reports
The PTO Treasurer prepares a financial report for each Executive Board meeting to present the starting bank balance, monthly gross receipts and expenses, ending bank balance, and year-to-date performance to budget. The fiscal year begins July 1st every school year. For questions, please reach out to treasurer1@stevenscreekpto.org
2024-2025
2023-2024
2022-2023
Apr - Jun: Report for April, May & June 2023
Mar 14: Report for February & March 2023
Jan 10: Report for January 2023
Dec 13: Report for December 2022
Nov 8: Report for November 2022
2018-2019
2017-2018
2016-2017:
2015-2016:
2014-2015:
2013-2014:
Resources
Resources
August 2024: Click to download: Stevens Creek PTO W9 Form
November 2023: The Stevens Creek PTO status in the California State Attorney General's Registry of Charitable Trust is Current. Letter of Good Standing from the AG office here.
April 2018: The PTO received the IRS reclassification letter as a Public Charity. Click to download: IRS: Reclassification -- Public Charity
November 1991: The PTO received the IRS exemption classified as a Section 501(c)(3) organization. All donations are 100% tax deductible (Tax ID #77-0288041). Click to download: IRS: Exemption Requirements – 501(c)(3) Organizations
PTO Financial Archive
PTO Financial Archive
Tax Returns
Tax Returns
Audit Reports
Audit Reports
Thanks to all the PTO auditors in the past years for providing a necessary “third-party” check on the financial record-keeping processes of the PTO. By September each year, an audit report is required to be completed and submitted to the PTO Board for review. Below is an archive of audit reports.
Report abuse