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

Scores are not available for this record yet.

Balance Sheet

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

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

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, 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

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
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
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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
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IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00
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IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt05566
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt05939
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt06748
IRS990ScheduleA/OtherIncome509Grp/TotalAmt020916
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.84
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt024456
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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