Civic Intelligence

Stone Lake Elementary School Parent Teacher Organization

990EZ • Fiscal year 2017 • EIN 68-0454057

Jul 01, 2016 to Jun 30, 2017 • Filed on Sep 01, 2017

9673 Lakepoint DriveElk Grove, CA 95758

(916) 683-4096

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

18th percentile

-17%

Higher net margin than 18% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

24th percentile

-15%

Faster asset growth than 24% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

67th percentile

14%

Faster revenue growth than 67% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$56,379

Down $9,745 (-15%) from 2016

Net Assets

Down

$56,379

Down $9,745 (-15%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$57,536

Up $7,039 (+14%) from 2016

Expenses

Up

$67,281

Up $18,678 (+38%) from 2016

Net Income

Down

-$9,745

Down $11,639 (-615%) from 2016

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2011: $44,808Liabilities 2011: $02011Assets 2012: $39,255Liabilities 2012: $02012Assets 2013: $30,486Liabilities 2013: $02013Assets 2014: $65,858Liabilities 2014: $02014Assets 2015: $64,230Net Assets 2015: $64,2302015Assets 2016: $66,124Net Assets 2016: $66,1242016Assets 2017: $56,379Net Assets 2017: $56,3792017Assets 2018: $65,385Net Assets 2018: $65,3852018Assets 2019: $82,648Net Assets 2019: $82,6482019Assets 2020: $89,204Net Assets 2020: $89,2042020Assets 2021: $81,870Net Assets 2021: $81,8702021Assets 2022: $87,397Net Assets 2022: $87,3972022Assets 2023: $82,328Liabilities 2023: $0Net Assets 2023: $82,3282023Assets 2024: $57,553Liabilities 2024: $0Net Assets 2024: $57,5532024Assets 2025: $63,032Net Assets 2025: $63,0322025

Highlighted filing

2017

Assets$56,379
Liabilities-
Net Assets$56,379

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $51,836Expenses 2011: $52,427Net Income 2011: -$5912011Revenue 2012: $40,824Expenses 2012: $46,377Net Income 2012: -$5,5532012Revenue 2013: $31,797Expenses 2013: $40,566Net Income 2013: -$8,7692013Revenue 2014: $59,596Expenses 2014: $24,224Net Income 2014: $35,3722014Revenue 2015: $37,991Expenses 2015: $39,619Net Income 2015: -$1,6282015Revenue 2016: $50,497Expenses 2016: $48,603Net Income 2016: $1,8942016Revenue 2017: $57,536Expenses 2017: $67,281Net Income 2017: -$9,7452017Revenue 2018: $43,764Expenses 2018: $34,758Net Income 2018: $9,0062018Revenue 2019: $50,006Expenses 2019: $32,743Net Income 2019: $17,2632019Revenue 2020: $39,778Expenses 2020: $33,222Net Income 2020: $6,5562020Revenue 2021: $14,769Expenses 2021: $22,103Net Income 2021: -$7,3342021Revenue 2022: $39,631Expenses 2022: $34,104Net Income 2022: $5,5272022Revenue 2023: $48,771Expenses 2023: $53,840Net Income 2023: -$5,0692023Revenue 2024: $40,531Expenses 2024: $65,306Net Income 2024: -$24,7752024Revenue 2025: $41,344Expenses 2025: $35,865Net Income 2025: $5,4792025

Highlighted filing

2017

Revenue$57,536
Expenses$67,281
Net Income-$9,745
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Sep 1, 2017
Return Version
2016v3.0
Gross Receipts
$93,878
Mission and Program Overview

Mission

To support the school through volunteer and financial assistance, to foster better learning by facilitating communications between parents and faculty and to sponsor family activities to make the school a more welcoming and nurturing environment for the students.

Program Services

DescriptionGrantsExpenses
SUPPORT ELEMENTARY SCHOOL TEACHERS BY PROVIDING SCHOOL/EDUCATIONAL ENRICHMENT, EQUIPMENT & SUPPLIES$55,796-
PROVIDING STUDENT SUPPORT, CLASSROOM ENRICHMENT & EDUCATIONAL PROGRAMS FOR ELEMENTARY SCHOOL PUPILS$9,157-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jessica TrudellPresident-$0--
Jasmine GonzalezVice President-$0--
Kristin RoseTreasurer-$0--
Sunnie ColemanSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Apex Fun Run$24,581$24,581$4,769$19,812
Mixed Bag$14,450$14,450$6,837$7,613
Total Events$70,429$70,429$31,612$38,817
Filing and Contact Details

Filer

Filer Name
Stone Lake Elementary
EIN
68-0454057
Phone
9166834096
Address
9673 Lakepoint Drive, Elk Grove, CA 95758

Signing Officer

Name
Jessica Trudell
Title
President
Signed
2017-09-01
Discuss with paid preparer
Yes

Preparer

Firm
Timothy E & Alison H Tucker Cpas
Address
3117 DWIGHT RD STE 400, ELK GROVE, CA 95758-6456
Preparer
Timothy E Tucker CPA
Phone
9163917245
Supplemental Narrative

Additional Explanations

Other Expenses.1012

Insurance $549

Other Expenses.1

Teacher/school support $55796

Other Expenses.2

Classroom/student welfare $6306

Other Expenses.3

SCHOOL APP SETUP $2037

Other Expenses.4

OFFICE SUPLIES $826

Other Expenses.5

OTHER EVENT COSTS $474

Other Expenses.6

BANK CHARGES $195

Other Expenses.7

Back to school night $170

Other Expenses.8

MEMBERSHIP EXPENSE $170

Other Expenses.9

TAXES $35

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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt066558
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT THE SCHOOL THROUGH VOLUNTEER AND FINANCIAL ASSISTANCE, TO FOSTER BETTER LEARNING BY FACILITATING COMMUNICATIONS BETWEEN PARENTS AND FACULTY AND TO SPONSOR FAMILY ACTIVITIES TO MAKE THE SCHOOL A MORE WELCOMING AND NURTURING ENVIRONMENT FOR THE STUDENTS.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt09157
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsDirectExpensesAmt036342
IRS990EZ/SpecialEventsNetIncomeLossAmt050079
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt067281
IRS990EZ/TotalProgramServiceExpensesAmt064953
IRS990EZ/TotalRevenueAmt057536
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0www.stonelakepto.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/InvestmentIncomeCYPct00.00020
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0APEX FUN RUN
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0MIXED BAG
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt014450
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt06837
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $549
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TEACHER/SCHOOL SUPPORT $55796
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CLASSROOM/STUDENT WELFARE $6306
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SCHOOL APP SETUP $2037
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OFFICE SUPLIES $826
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5OTHER EVENT COSTS $474
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BANK CHARGES $195
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7BACK TO SCHOOL NIGHT $170
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8MEMBERSHIP EXPENSE $170
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9TAXES $35
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.9
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jessica Trudell
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Stone Lake Elementary
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Parent Teacher Organization
ReturnHeader/Filer/BusinessNameControlTxt0STON
ReturnHeader/Filer/EIN0680454057
ReturnHeader/Filer/PhoneNum09166834096
ReturnHeader/Filer/USAddress/AddressLine1Txt09673 Lakepoint Drive
ReturnHeader/Filer/USAddress/CityNm0Elk Grove
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095758
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TIMOTHY E & ALISON H TUCKER CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03117 DWIGHT RD STE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ELK GROVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0957586456
ReturnHeader/PreparerPersonGrp/PhoneNum09163917245
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Timothy E Tucker CPA
ReturnHeader/ReturnTs02017-09-01T09:53:54-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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.$63.0$63.0$41.3$35.9$5.48
2024Detailed filing. Detailed filing data is available for this year.$57.6$0.00$57.6$40.5$65.3$24.8
2023Detailed filing. Detailed filing data is available for this year.$82.3$0.00$82.3$48.8$53.8$5.07
2022Detailed filing. Detailed filing data is available for this year.$87.4$87.4$39.6$34.1$5.53
2021Detailed filing. Detailed filing data is available for this year.$81.9$81.9$14.8$22.1$7.33
2020Detailed filing. Detailed filing data is available for this year.$89.2$89.2$39.8$33.2$6.56
2019Detailed filing. Detailed filing data is available for this year.$82.6$82.6$50.0$32.7$17.3
2018Detailed filing. Detailed filing data is available for this year.$65.4$65.4$43.8$34.8$9.01
2017Detailed filing. Detailed filing data is available for this year.$56.4$56.4$57.5$67.3$9.75
2016Detailed filing. Detailed filing data is available for this year.$66.1$66.1$50.5$48.6$1.89
2015Detailed filing. Detailed filing data is available for this year.$64.2$64.2$38.0$39.6$1.63
2014Summary only. Only limited summary data is available for this year.$65.9$0.00$59.6$24.2$35.4
2013Summary only. Only limited summary data is available for this year.$30.5$0.00$31.8$40.6$8.77
2012Summary only. Only limited summary data is available for this year.$39.3$0.00$40.8$46.4$5.55
2011Summary only. Only limited summary data is available for this year.$44.8$0.00$51.8$52.4$0.59