Civic Intelligence

Stone Lake Elementary School Parent Teacher Organization

990EZ • Fiscal year 2021 • EIN 68-0454057

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 02, 2021

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

11th percentile

-50%

Higher net margin than 11% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

28th percentile

-8.2%

Faster asset growth than 28% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

12th percentile

-63%

Faster revenue growth than 12% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$81,870

Down $7,334 (-8.2%) from 2020

Net Assets

Down

$81,870

Down $7,334 (-8.2%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$14,769

Down $25,009 (-63%) from 2020

Expenses

Down

$22,103

Down $11,119 (-33%) from 2020

Net Income

Down

-$7,334

Down $13,890 (-212%) from 2020

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

2021

Assets$81,870
Liabilities-
Net Assets$81,870

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

2021

Revenue$14,769
Expenses$22,103
Net Income-$7,334
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 2, 2021
Return Version
2020v4.0
Gross Receipts
$15,865
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$17,233-
PROVIDING STUDENT SUPPORT, CLASSROOM ENRICHMENT & EDUCATIONAL PROGRAMS FOR ELEMENTARY SCHOOL PUPILS$2,591-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sarah SmoldonPresident-$0--
Jessica MeadsCo- Vice Pres-$0--
Olivia WillisCo-Vice Pres-$0--
Sarah CastroTreasurer-$0--
Lotty KanemotoSecretary-$0--
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
Sarah Castro
Title
Treasurer
Signed
2021-11-02
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Other Expenses.1002

Office Expenses $34

Other Expenses.1012

Insurance $574

Other Expenses.1

Teacher/school support $17233

Other Expenses.2

Classroom/student welfare $2591

Other Expenses.3

TECHNOLOGY $426

Other Expenses.4

MISCELLANEOUS $301

Other Expenses.5

MEMBERSHIP EXPENSE $60

Other Expenses.6

TAXES $35

Raw XML Appendix188 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/PersonNm3Sarah Castro
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Lotty Kanemoto
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Co- Vice Pres
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Co-Vice Pres
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt021254
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDING STUDENT SUPPORT, CLASSROOM ENRICHMENT & EDUCATIONAL PROGRAMS FOR ELEMENTARY SCHOOL PUPILS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SUPPORT ELEMENTARY SCHOOL TEACHERS BY PROVIDING SCHOOL/EDUCATIONAL ENRICHMENT, EQUIPMENT & SUPPLIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt02591
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt117233
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt01096
IRS990EZ/SpecialEventsNetIncomeLossAmt05118
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt022103
IRS990EZ/TotalProgramServiceExpensesAmt019824
IRS990EZ/TotalRevenueAmt014769
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0www.stonelakepto.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt09646
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt06466
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt010388
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt04698
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt07435
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt038633
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt05
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt022
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt069
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt083142
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt086421
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0336421
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt012
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt028
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt022
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt069
IRS990ScheduleA/InvestmentIncomeCYPct00.00020
IRS990ScheduleA/InvestmentIncomePYPct00.00020
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99980
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt087840
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt093856
IRS990ScheduleA/Total509Grp/TotalAmt0375054
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt015865
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt093878
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0375123
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $34
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $574
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TEACHER/SCHOOL SUPPORT $17233
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CLASSROOM/STUDENT WELFARE $2591
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TECHNOLOGY $426
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MISCELLANEOUS $301
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MEMBERSHIP EXPENSE $60
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7TAXES $35
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Sarah Castro
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-02
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/PreparerFirmEIN0680408868
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/ZIPCd095758
ReturnHeader/PreparerPersonGrp/PhoneNum09163917245
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Timothy E Tucker CPA
ReturnHeader/ReturnTs02021-11-03T15:11:48-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Sarah
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Castro
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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