Civic Intelligence

PTA Delaware Congress

990EZ • Fiscal year 2022 • EIN 52-1665409

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 04, 2022

Organization Profile
14323 Stonebridge View DrNorth Potomac, MD 20878

(000) 000-0000

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.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

4th percentile

-203%

Higher net margin than 4% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

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.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Balance Sheet
Liabilities / Assets58th percentile

Assets

$28,692

No earlier filing loaded for comparison.

Net Assets

$28,692

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin4th percentile

Revenue

$5,749

No earlier filing loaded for comparison.

Expenses

$17,443

No earlier filing loaded for comparison.

Net Income

-$11,694

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$80K$60K$40K$20K$0Assets 2022: $28,692Liabilities 2022: $0Net Assets 2022: $28,6922022Assets 2023: $78,486Liabilities 2023: $0Net Assets 2023: $78,4862023Assets 2024: $47,398Liabilities 2024: $0Net Assets 2024: $47,3982024

Highlighted filing

2022

Assets$28,692
Liabilities$0
Net Assets$28,692
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2022: $5,749Expenses 2022: $17,443Net Income 2022: -$11,6942022Revenue 2023: $65,444Expenses 2023: $15,650Net Income 2023: $49,7942023Revenue 2024: $14,398Expenses 2024: $45,486Net Income 2024: -$31,0882024

Highlighted filing

2022

Revenue$5,749
Expenses$17,443
Net Income-$11,694
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 4, 2022
Return Version
2021v4.1
Gross Receipts
$14,105
Mission and Program Overview

Mission

Charitable organization focused on Child Advocacy and Education

Program Services

DescriptionGrantsExpenses
0--
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Charlotte LukasPta PresidentPT$0--
Selena LiangTreasurerPT$0--
Janey HsiaoSecretary-$0--
Kristen KendallFirst VP-$0--
Omid JahanbinVP Of Social-$0--
Emilie MurthwaiteVP Of School Support-$0--
Jill SpivakVP Of Community Relations Outreach-$0--
Jenny Castro RodriguezVP Of Fundraising-$0--
Sree Lakshmi UttaralaVP Of Academic Enrichment-$0--
Filing and Contact Details

Filer

Filer Name
Stone Mill Elementary School Pta
EIN
52-1665409
Phone
0000000000
Address
14323 STONEBRIDGE VIEW DR, NORTH POTOMAC, MD 20878

Signing Officer

Name
Alejandra Zermeno
Title
Stone Mill ES PTA Treasurer
Phone
0000000000
Signed
2022-11-04
Supplemental Narrative

Additional Explanations

Schedule O:

“Part 116 Other expenses of 17443 from Staff Support 15275 AdminMiscDonation Exp 1304 Membership Expense 861 Directory Expense 3 Part 120 Other changes in net assets or fund balances 19-20 Contribution adjustment of 18832 based on Bank statement as of 06-30-21 for account XXX-XX-XXXX”

Raw XML Appendix199 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/PersonNm0Alejandra Zermeno
IRS990EZ/BooksInCareOfDetail/PhoneNum02023044858
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt014700 Botany Way
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Gaithersburg
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd020878
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt040387
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IRS990EZ/CntrctRcvdGreaterThan100KCnt00
IRS990EZ/ContributionsGiftsGrantsEtcAmt03767
IRS990EZ/CostOfGoodsSoldAmt03370
IRS990EZ/CostOrOtherBasisExpenseSaleAmt0831
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-11694
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/GamingGrossIncomeAmt00
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IRS990EZ/GrossProfitLossSlsOfInvntryAmt0-1987
IRS990EZ/GrossReceiptsAmt014105
IRS990EZ/GrossSalesOfInventoryAmt01382
IRS990EZ/GroupExemptionNum02155
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
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IRS990EZ/LobbyingActivitiesInd0false
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IRS990EZ/OccupancyRentUtltsAndMaintAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt53
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt63
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt73
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt83
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Charlotte Lukas
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Selena Liang
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Janey Hsiao
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Kristen Kendall
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Omid Jahanbin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Emilie Murthwaite
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Jill Spivak
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Jenny Castro Rodriguez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Sree Lakshmi Uttarala
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PTA President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3First VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP of Social
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP of School Support
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP of Community Relations Outreach
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VP of Fundraising
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8VP of Academic Enrichment
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt018832
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt017443
IRS990EZ/OtherRevenueTotalAmt0843
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Charitable organization focused on Child Advocacy and Education
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt00
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt01013
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt04155
IRS990EZ/SpecialEventsNetIncomeLossAmt0-1684
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MD
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt017443
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt05749
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt011879
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt018844
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt015306
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt014096
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt014833
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt074958
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01382
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt06529
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt09638
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt010360
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt08360
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt036269
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt0843
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt01820
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt05566
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt05939
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt06748
IRS990ScheduleA/OtherIncome509Grp/TotalAmt020916
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.84
IRS990ScheduleA/PublicSupportPY170Pct00
IRS990ScheduleA/PublicSupportPY509Pct00.82
IRS990ScheduleA/PublicSupportTotal509Amt0111227
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt013261
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt025373
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt024944
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt024456
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt023193
IRS990ScheduleA/Total509Grp/TotalAmt0111227
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt014104
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt027193
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt030510
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt030395
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt029941
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0132143
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Part 116 Other expenses of 17443 from Staff Support 15275 AdminMiscDonation Exp 1304 Membership Expense 861 Directory Expense 3 Part 120 Other changes in net assets or fund balances 19-20 Contribution adjustment of 18832 based on Bank statement as of 06-30-21 for account XXX-XX-XXXX
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule O:
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Alejandra Zermeno
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Stone Mill ES PTA Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum00000000000
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STONE MILL ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0STON
ReturnHeader/Filer/EIN0521665409
ReturnHeader/Filer/PhoneNum00000000000
ReturnHeader/Filer/USAddress/AddressLine1Txt014323 STONEBRIDGE VIEW DR
ReturnHeader/Filer/USAddress/CityNm0NORTH POTOMAC
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd020878
ReturnHeader/ReturnTs02022-11-04T20:30:02Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Alejandra
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Zermeno
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,692
Liabilities
$0
Net assets
$28,692
Revenue
$5,749
Expenses
$17,443
Net income
-$11,694
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$47.4$0.00$47.4$14.4$45.5$31.1
2023Detailed filing. Detailed filing data is available for this year.$78.5$0.00$78.5$65.4$15.7$49.8
2022Detailed filing. Detailed filing data is available for this year.$28.7$0.00$28.7$5.75$17.4$11.7