Civic Intelligence

PTA Delaware Congress

990EZ • Fiscal year 2023 • EIN 52-1665409

Jul 01, 2022 to Jun 30, 2023 • Filed on Oct 07, 2023

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.

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

96th percentile

76%

Higher net margin than 96% 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

95th percentile

174%

Faster asset growth than 95% of similar nonprofits.

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

Revenue Growth

99th percentile

1038%

Faster revenue growth than 99% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$78,486

Up $49,794 (+174%) from 2022

Net Assets

Up

$78,486

Up $49,794 (+174%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin96th percentile

Revenue

Up

$65,444

Up $59,695 (+1038%) from 2022

Expenses

Down

$15,650

Down $1,793 (-10%) from 2022

Net Income

Up

$49,794

Up $61,488 (+526%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

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

2023

Assets$78,486
Liabilities$0
Net Assets$78,486
Open 2023 Filing

Operations Trend

Revenue Growth99th percentile

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

2023

Revenue$65,444
Expenses$15,650
Net Income$49,794
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 7, 2023
Return Version
2022v5.0
Gross Receipts
$76,339
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--
Alejandra ZermenoPta TreasurerPT$0--
Kristen KendallFirst VP-$0--
Janey HsiaoSecretary-$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--
Selena LiangVP Of School Support-$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Alejandra Zermeno
Title
SMES PTA Treasurer 2023-2024
Phone
0000000000
Signed
2023-10-07
Supplemental Narrative

Additional Explanations

Schedule O:

“Other Expenses Staff Support $13,825.93 ; Admin/Misc/Donation Exp $826.01 ; Membership Expense $997.94”

Raw XML Appendix203 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/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Alejandra Zermeno
IRS990EZ/BooksInCareOfDetail/PhoneNum02407405450
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt014323 Stonebridge View Dr
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0North Potomac
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd020878
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt028692
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt078486
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CntrctRcvdGreaterThan100KCnt00
IRS990EZ/ContributionsGiftsGrantsEtcAmt067371
IRS990EZ/CostOfGoodsSoldAmt0150
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt049794
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt01688
IRS990EZ/GainOrLossFromSaleOfAssetsAmt0-6235
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt01492
IRS990EZ/GrossReceiptsAmt076339
IRS990EZ/GrossSalesOfInventoryAmt01642
IRS990EZ/GroupExemptionNum02155
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt03897
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OccupancyRentUtltsAndMaintAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt73.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt83.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt93.00
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/CompensationAmt90
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/EmployeeBenefitProgramAmt90
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/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Charlotte Lukas
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Alejandra Zermeno
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Kristen Kendall
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Janey Hsiao
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Omid Jahanbin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Emilie Murthwaite
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Jill Spivak
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Jenny Castro Rodriguez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Sree Lakshmi Uttarala
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Selena Liang
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PTA President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PTA Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2First VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
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/OfficerDirectorTrusteeEmplGrp/TitleTxt9VP of School Support
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt015650
IRS990EZ/OtherRevenueTotalAmt0611
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/SaleOfAssetsGrossAmt01130
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt03380
IRS990EZ/SpecialEventsNetIncomeLossAmt0-1692
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MD
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt015650
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt065444
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0INC
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt074085
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt011879
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt018844
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt015306
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt014096
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0134210
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01642
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01382
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt06529
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt09638
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt010360
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt029551
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt0611
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt0843
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt01820
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt05566
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt05939
IRS990ScheduleA/OtherIncome509Grp/TotalAmt014779
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.92
IRS990ScheduleA/PublicSupportPY170Pct00
IRS990ScheduleA/PublicSupportPY509Pct00.84
IRS990ScheduleA/PublicSupportTotal509Amt0163761
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt075727
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt013261
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt025373
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt024944
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt024456
IRS990ScheduleA/Total509Grp/TotalAmt0163761
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt076338
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt014104
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt027193
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt030510
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt030395
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0178540
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Other Expenses Staff Support $13,825.93 ; Admin/Misc/Donation Exp $826.01 ; Membership Expense $997.94
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule O:
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Alejandra Zermeno
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SMES PTA Treasurer 2023-2024
ReturnHeader/BusinessOfficerGrp/PhoneNum00000000000
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STONE MILL ELEMENTARY SCHOOL
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/ReturnTs02023-10-07T02:00:03Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Alejandra
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Zermeno
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$78,486
Liabilities
$0
Net assets
$78,486
Revenue
$65,444
Expenses
$15,650
Net income
$49,794
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