Civic Intelligence

Stonegate Elementary Parent Teacher Organization Inc.

990EZ • Fiscal year 2023 • EIN 02-0668128

Jul 01, 2022 to Jun 30, 2023 • Filed on Dec 20, 2023

7312 W Stonegate DriveZionsville, IN 46077

(317) 873-8050

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

55th percentile

5.7%

Higher net margin than 55% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

33rd percentile

-9.3%

Faster asset growth than 33% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

24th percentile

-21%

Faster revenue growth than 24% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$41,293

Down $4,218 (-9.3%) from 2022

Net Assets

Up

$41,293

Up $2,132 (+5.4%) from 2022

Liabilities

Down

$0

Down $6,350 (-100%) from 2022

Revenue

Down

$37,227

Down $9,845 (-21%) from 2022

Expenses

Up

$35,096

Up $8,818 (+34%) from 2022

Net Income

Down

$2,131

Down $18,663 (-90%) from 2022

Historical Trend

Balance Sheet Trend

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

$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

2023

Assets$41,293
Liabilities$0
Net Assets$41,293

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2023

Revenue$37,227
Expenses$35,096
Net Income$2,131
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Dec 20, 2023
Return Version
2022v5.0
Gross Receipts
$87,105
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.$30,495$35,096
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JODI MCCLUREPresidentPT$0--
ANNE MARIE BRISCOEVice PresidePT$0--
MINAL KOTTERMANTreasurerPT$0--
KRISTEN MYERSecretaryPT$0--
CONNIE LARGENTSchool PrincFT$0--
KATHY DRAKEAssistant PrFT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jogathon$57,599$57,599$34,667$22,932
Dining for Doll$10,359$10,359$5,944$4,415
Total Events$67,958$67,958$41,305$26,653
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
2023-12-20
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: 30,495

Form 990-ez, Part I, Line 16

Expenses office expenses 606 beautification 374 staff services 2,317 student services 271 principal's discretionary 1,033 total 4,601

Form 990-ez, Part II, Line 26

DEFERRED REVENUE 6,350 0

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 Appendix172 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JODI MCCLURE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANNE MARIE BRISCOE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MINAL KOTTERMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KRISTEN MYER
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/OtherExpensesTotalAmt04601
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/GrantsAndAllocationsAmt030495
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt035096
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt049878
IRS990EZ/SpecialEventsNetIncomeLossAmt036432
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IN
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TotalRevenueAmt037227
IRS990EZ/TransactionWithControlEntInd0false
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IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt0694
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt0694
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt057599
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt010359
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt067958
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt057599
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt026653
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt034667
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt05944
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CASH CONTRIBUTION: 30,495
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE EXPENSES 606 BEAUTIFICATION 374 STAFF SERVICES 2,317 STUDENT SERVICES 271 PRINCIPAL'S DISCRETIONARY 1,033 TOTAL 4,601
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DEFERRED REVENUE 6,350 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PROMOTE 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 II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MINAL KOTTERMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-12-20
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/PreparationDt02023-12-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HEATHER SHOWALTER CPA
ReturnHeader/ReturnTs02023-12-21T15:26:52-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MINAL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KOTTERMAN
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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