Civic Intelligence

Stonegate Elementary Parent Teacher Organization Inc.

EIN 02-0668128 • 501(c)3 • Zionsville, IN

Pub. 78 Eligible

Profile

EDUCATION

7312 W Stonegate DriveZionsville, IN 46077

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

60th percentile

7.2%

Higher net margin than 60% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

67th percentile

9.3%

Faster asset growth than 67% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

81st percentile

38%

Faster revenue growth than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$51,358

Up $4,357 (+9.3%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$51,358

Up $4,357 (+9.3%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin60th percentile

Revenue

Up

$60,560

Up $16,592 (+38%) from 2024

Expenses

Up

$56,203

Up $17,945 (+47%) from 2024

Net Income

Down

$4,357

Down $1,353 (-24%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth67th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2012: $20,823Liabilities 2012: $2,9752012Assets 2013: $21,184Liabilities 2013: $02013Assets 2014: $15,930Liabilities 2014: $02014Assets 2015: $19,111Liabilities 2015: $0Net Assets 2015: $19,1112015Assets 2016: $36,250Liabilities 2016: $02016Assets 2017: $18,791Liabilities 2017: $02017Assets 2018: $20,726Liabilities 2018: $02018Assets 2019: $20,197Liabilities 2019: $02019Assets 2020: $17,621Liabilities 2020: $0Net Assets 2020: $17,6212020Assets 2021: $18,365Liabilities 2021: $0Net Assets 2021: $18,3652021Assets 2022: $45,511Liabilities 2022: $6,350Net Assets 2022: $39,1612022Assets 2023: $41,293Liabilities 2023: $0Net Assets 2023: $41,2932023Assets 2024: $47,001Liabilities 2024: $0Net Assets 2024: $47,0012024Assets 2025: $51,358Net Assets 2025: $51,3582025

Highlighted filing

2025

Assets$51,358
Liabilities-
Net Assets$51,358
Open 2025 Filing

Operations Trend

Revenue Growth81st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$80K$60K$40K$20K$0-$20KRevenue 2012: $43,147Expenses 2012: $39,704Net Income 2012: $3,4432012Revenue 2013: $44,695Expenses 2013: $42,081Net Income 2013: $2,6142013Revenue 2014: $40,868Expenses 2014: $46,122Net Income 2014: -$5,2542014Revenue 2015: $46,019Expenses 2015: $42,838Net Income 2015: $3,1812015Revenue 2016: $59,757Expenses 2016: $42,618Net Income 2016: $17,1392016Revenue 2017: $39,911Expenses 2017: $57,370Net Income 2017: -$17,4592017Revenue 2018: $54,822Expenses 2018: $52,887Net Income 2018: $1,9352018Revenue 2019: $47,514Expenses 2019: $48,043Net Income 2019: -$5292019Revenue 2020: $37,463Expenses 2020: $40,039Net Income 2020: -$2,5762020Revenue 2021: $15,285Expenses 2021: $14,545Net Income 2021: $7402021Revenue 2022: $47,072Expenses 2022: $26,278Net Income 2022: $20,7942022Revenue 2023: $37,227Expenses 2023: $35,096Net Income 2023: $2,1312023Revenue 2024: $43,968Expenses 2024: $38,258Net Income 2024: $5,7102024Revenue 2025: $60,560Expenses 2025: $56,203Net Income 2025: $4,3572025

Highlighted filing

2025

Revenue$60,560
Expenses$56,203
Net Income$4,357
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$51,358
Liabilities
-
Net assets
$51,358
Revenue
$60,560
Expenses
$56,203
Net income
$4,357
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$51.4$51.4$60.6$56.2$4.36
2024Detailed filing. Detailed filing data is available for this year.$47.0$0.00$47.0$44.0$38.3$5.71
2023Detailed filing. Detailed filing data is available for this year.$41.3$0.00$41.3$37.2$35.1$2.13
2022Detailed filing. Detailed filing data is available for this year.$45.5$6.35$39.2$47.1$26.3$20.8
2021Detailed filing. Detailed filing data is available for this year.$18.4$0.00$18.4$15.3$14.5$0.74
2020Detailed filing. Detailed filing data is available for this year.$17.6$0.00$17.6$37.5$40.0$2.58
2019Summary only. Only limited summary data is available for this year.$20.2$0.00$47.5$48.0$0.53
2018Summary only. Only limited summary data is available for this year.$20.7$0.00$54.8$52.9$1.94
2017Summary only. Only limited summary data is available for this year.$18.8$0.00$39.9$57.4$17.5
2016Summary only. Only limited summary data is available for this year.$36.3$0.00$59.8$42.6$17.1
2015Detailed filing. Detailed filing data is available for this year.$19.1$0.00$19.1$46.0$42.8$3.18
2014Summary only. Only limited summary data is available for this year.$15.9$0.00$40.9$46.1$5.25
2013Summary only. Only limited summary data is available for this year.$21.2$0.00$44.7$42.1$2.61
2012Summary only. Only limited summary data is available for this year.$20.8$2.98$43.1$39.7$3.44
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jul 31, 2025
Return Version
2024v5.0
Gross Receipts
$80,302
Mission and Program Overview

Mission

EDUCATION

Program Services

DescriptionGrantsExpenses
PROMOTE AND FACILITATE EDUCATION OF STONEGATE ELEMENTARY SCHOOL STUDENTS THROUGH ENRICHMENT PROGRAMS AND ACTIVITIES. ENHANCE COMMUNICATION AMONG PARENTS, TEACHERS, AND ADMINISTRATORS. PROMOTE PARENT'S INVOLVEMENT IN SCHOOL ACTIVITIES AND ENCOURAGE SCHOOL SPIRIT.$33,375$54,511
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KRISTEN MYERPresidentPT$0--
ALLISON PETTYVice PresidePT$0--
MINAL KOTTERMANTreasurerPT$0--
KRISTIN HARTSSecretaryPT$0--
CONNIE LARGENTSchool PrincFT$0--
KATHY DRAKEAssistant PrFT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jogathon$23,332$23,332$709$22,623
Dining for Doll$12,770$12,770-$12,770
Total Events$47,119$47,119$15,301$31,818
Filing and Contact Details

Filer

Filer Name
Stonegate Elementary Parent Teacher
EIN
02-0668128
Phone
3178738050
Address
7312 W STONEGATE DRIVE, ZIONSVILLE, IN 46077

Signing Officer

Name
Minal Kotterman
Title
Treasurer
Signed
2025-07-31
Discuss with paid preparer
Yes

Preparer

Firm
Marietta Cpas
Address
9101 N WESLEYAN RD SUITE 300, INDIANAPOLIS, IN 46268
Preparer
Heather Showalter CPA
Phone
3172161040
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Cash contribution: 33,375”

Form 990-ez, Part I, Line 16

“Expenses office expenses 140 beautification 300 directory spot 450 interest expense 252 teacher & staff gifts 15,859 appreciation 146 other fees 1,440 principal's discretionary 1,199 staff services 2,765 student services 277 total 22,828”

Form 990-ez, Part III, Line 28

“Promote and facilitate education of stonegate elementary school students through enrichment programs and activities. Enhance communication among parents, teachers, and administrators. Promote parent's involvement in school activities and encourage school spirit.”

Raw XML Appendix168 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum03178738050
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ZIONSVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
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IRS990EZ/ExcessOrDeficitForYearAmt04357
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt033375
IRS990EZ/GrossReceiptsAmt080302
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt047001
IRS990EZ/NetAssetsOrFundBalancesEOYAmt051358
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt047001
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt051358
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt540.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KRISTEN MYER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ALLISON PETTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MINAL KOTTERMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KRISTIN HARTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CONNIE LARGENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KATHY DRAKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SCHOOL PRINC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5ASSISTANT PR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt022828
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROMOTE AND FACILITATE EDUCATION OF STONEGATE ELEMENTARY SCHOOL STUDENTS THROUGH ENRICHMENT PROGRAMS AND ACTIVITIES. ENHANCE COMMUNICATION AMONG PARENTS, TEACHERS, AND ADMINISTRATORS. PROMOTE PARENT'S INVOLVEMENT IN SCHOOL ACTIVITIES AND ENCOURAGE SCHOOL SPIRIT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt033375
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt054511
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt019742
IRS990EZ/SpecialEventsNetIncomeLossAmt035255
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt056203
IRS990EZ/TotalProgramServiceExpensesAmt054511
IRS990EZ/TotalRevenueAmt060560
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt025305
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02560
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0787
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01324
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02187
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt032163
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt054997
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt056696
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0308324
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt080302
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt059256
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt087105
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt063087
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IRS990ScheduleA/Total509Grp/TotalAmt0308324
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt080302
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0308324
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt015301
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0JOGATHON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0DINING FOR DOLL
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt08020
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt08020
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt023332
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt012770
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt011017
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt023332
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt012770
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt011017
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt031818
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt06572
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt07281
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0709
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CASH CONTRIBUTION: 33,375
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE EXPENSES 140 BEAUTIFICATION 300 DIRECTORY SPOT 450 INTEREST EXPENSE 252 TEACHER & STAFF GIFTS 15,859 APPRECIATION 146 OTHER FEES 1,440 PRINCIPAL'S DISCRETIONARY 1,199 STAFF SERVICES 2,765 STUDENT SERVICES 277 TOTAL 22,828
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROMOTE AND FACILITATE EDUCATION OF STONEGATE ELEMENTARY SCHOOL STUDENTS THROUGH ENRICHMENT PROGRAMS AND ACTIVITIES. ENHANCE COMMUNICATION AMONG PARENTS, TEACHERS, AND ADMINISTRATORS. PROMOTE PARENT'S INVOLVEMENT IN SCHOOL ACTIVITIES AND ENCOURAGE SCHOOL SPIRIT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MINAL KOTTERMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STONEGATE ELEMENTARY PARENT TEACHER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ORGANIZATION (SGE-PTO) INC
ReturnHeader/Filer/BusinessNameControlTxt0STON
ReturnHeader/Filer/EIN0020668128
ReturnHeader/Filer/PhoneNum03178738050
ReturnHeader/Filer/USAddress/AddressLine1Txt07312 W STONEGATE DRIVE
ReturnHeader/Filer/USAddress/CityNm0ZIONSVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046077
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0352058953
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARIETTA CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09101 N WESLEYAN RD SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0INDIANAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046268
ReturnHeader/PreparerPersonGrp/PhoneNum03172161040
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HEATHER SHOWALTER CPA
ReturnHeader/ReturnTs02025-08-14T13:27:53-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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