Civic Intelligence

Stoneridge Parent Teacher Club

990EZ • Fiscal year 2019 • EIN 68-0485091

Jul 01, 2018 to Jun 30, 2019 • Filed on Mar 05, 2020

Organization Profilewww.stoneridgeptc.com
2501 Alexandra DriveRoseville, CA 95661

(916) 771-1830

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

45th percentile

1.2%

Higher net margin than 45% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

50th percentile

2.1%

Faster asset growth than 50% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

33rd percentile

-11%

Faster revenue growth than 33% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$41,824

Up $859 (+2.1%) from 2018

Net Assets

Up

$41,824

Up $859 (+2.1%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin45th percentile

Revenue

Down

$72,706

Down $8,890 (-11%) from 2018

Expenses

Down

$71,847

Down $1,494 (-2.0%) from 2018

Net Income

Down

$859

Down $7,396 (-90%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$60K$40K$20K$0Assets 2011: $18,511Liabilities 2011: $0Net Assets 2011: $18,5112011Assets 2012: $20,253Liabilities 2012: $02012Assets 2013: $33,633Liabilities 2013: $02013Assets 2014: $43,515Liabilities 2014: $02014Assets 2015: $42,504Liabilities 2015: $0Net Assets 2015: $42,5042015Assets 2016: $46,208Liabilities 2016: $0Net Assets 2016: $46,2082016Assets 2017: $32,710Net Assets 2017: $32,7102017Assets 2018: $40,965Net Assets 2018: $40,9652018Assets 2019: $41,824Net Assets 2019: $41,8242019Assets 2020: $51,065Net Assets 2020: $51,0652020Assets 2021: $55,499Net Assets 2021: $55,4992021Assets 2022: $28,125Net Assets 2022: $28,1252022Assets 2024: $34,364Liabilities 2024: $0Net Assets 2024: $34,3642024

Highlighted filing

2019

Assets$41,824
Liabilities-
Net Assets$41,824
Open 2019 Filing

Operations Trend

Revenue Growth33rd percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $87,308Expenses 2011: $105,746Net Income 2011: -$18,4382011Revenue 2012: $45,794Expenses 2012: $44,052Net Income 2012: $1,7422012Revenue 2013: $48,206Expenses 2013: $34,826Net Income 2013: $13,3802013Revenue 2014: $52,032Expenses 2014: $42,150Net Income 2014: $9,8822014Revenue 2015: $60,692Expenses 2015: $61,703Net Income 2015: -$1,0112015Revenue 2016: $77,595Expenses 2016: $73,891Net Income 2016: $3,7042016Revenue 2017: $88,350Expenses 2017: $101,848Net Income 2017: -$13,4982017Revenue 2018: $81,596Expenses 2018: $73,341Net Income 2018: $8,2552018Revenue 2019: $72,706Expenses 2019: $71,847Net Income 2019: $8592019Revenue 2020: $59,472Expenses 2020: $50,231Net Income 2020: $9,2412020Revenue 2021: $18,197Expenses 2021: $13,763Net Income 2021: $4,4342021Revenue 2022: $40,829Expenses 2022: $68,203Net Income 2022: -$27,3742022Revenue 2024: $58,446Expenses 2024: $43,388Net Income 2024: $15,0582024

Highlighted filing

2019

Revenue$72,706
Expenses$71,847
Net Income$859
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Mar 5, 2020
Return Version
2018v3.1
Gross Receipts
$137,500
Mission and Program Overview

Mission

The goal and purpose of stoneridge elementary ptc is to raise funds through school activities to financially support stoneridge elementary school and its classrooms with supplies, educational programs and events.

Program Services

DescriptionGrantsExpenses
STONERIDGE PTC PURCHASED VARIOUS TECHNOLOGY IMPROVEMENTS FOR STONERIDGE ELEMENTARY SCHOOL.$8,223-
STONERIDGE PTC PROVIDED A SCIENCE DOCENT PROGRAM FOR ALL GRADES WITH VOLUNTEERS AND MATERIALS TO COMPLEMENT AND IMPROVE THE AMOUNT OF HANDS-ON SCIENCE THE CHILDREN ARE EXPOSED TO.$5,758-
STONERIDGE PTC PURCHASED VARIOUS CLASSROOM AND SCHOOL SUPPLIES FOR STONERIDGE ELEMENTARY SCHOOL.$5,703-
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Larissa FreelsPresidentPT$0--
Wendy FreeburgVice PresidentPT$0--
Amy ChoVice PresidentPT$0--
Desiree MulsowSecretary-$0--
Candi TerryTreasurerPT$0--
Katie MateoTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog-A-Thon$42,682$42,682$9,673$33,009
Betting on the Arts$31,055$31,055$14,476$16,579
Total Events$125,647$125,647$57,296$68,351
Filing and Contact Details

Filer

Filer Name
Stoneridge Elementary PTC
EIN
68-0485091
Phone
9167711830
Address
2501 Alexandra Drive, Roseville, CA 95661

Signing Officer

Name
Katie Mateo
Title
Treasurer
Signed
2020-03-05
Discuss with paid preparer
Yes

Preparer

Firm
Benn & Leman CPAs Inc
Address
1508 Eureka Road Suite 200, Roseville, CA 95661
Preparer
Katherine L Leman CPA
Phone
9167601680
Supplemental Narrative

Additional Explanations

Other Expenses.1012

“Insurance $630”

Other Expenses.1

“Steam Training $27739”

Other Expenses.2

“Other Program Expenses $20597”

Other Expenses.3

“Technology Funding $8223”

Other Expenses.4

“Science Docent $5758”

Other Expenses.5

“Teacher Allotment $5388”

Other Expenses.6

“Overhead Expenses $2842”

Other Expenses.7

“Art Allotment $355”

Other Expenses.8

“School Supplies $315”

Raw XML Appendix186 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/BooksInCareOfDetail/USAddress/CityNm0Roseville
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Candi Terry
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt071847
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE GOAL AND PURPOSE OF STONERIDGE ELEMENTARY PTC IS TO RAISE FUNDS THROUGH SCHOOL ACTIVITIES TO FINANCIALLY SUPPORT STONERIDGE ELEMENTARY SCHOOL AND ITS CLASSROOMS WITH SUPPLIES, EDUCATIONAL PROGRAMS AND EVENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STONERIDGE PTC PROVIDED A SCIENCE DOCENT PROGRAM FOR ALL GRADES WITH VOLUNTEERS AND MATERIALS TO COMPLEMENT AND IMPROVE THE AMOUNT OF HANDS-ON SCIENCE THE CHILDREN ARE EXPOSED TO.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1STONERIDGE PTC PURCHASED VARIOUS CLASSROOM AND SCHOOL SUPPLIES FOR STONERIDGE ELEMENTARY SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2STONERIDGE PTC PURCHASED VARIOUS TECHNOLOGY IMPROVEMENTS FOR STONERIDGE ELEMENTARY SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt05758
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt15703
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt28223
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt072706
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt071847
IRS990EZ/TotalProgramServiceExpensesAmt019684
IRS990EZ/TotalRevenueAmt072706
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.stoneridgeptc.com
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0107969
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0699019
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0699019
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0107969
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0151438
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0107969
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0699019
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Jog-A-Thon
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Betting on the Arts
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt042682
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt031055
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt051910
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0125647
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt042682
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt031055
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt068351
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt033147
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt057296
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt09673
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt014476
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt06
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $630
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Steam Training $27739
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Other Program Expenses $20597
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Technology Funding $8223
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Science Docent $5758
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Teacher Allotment $5388
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Overhead Expenses $2842
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Art Allotment $355
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8School Supplies $315
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Katie Mateo
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-03-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Stoneridge Elementary PTC
ReturnHeader/Filer/BusinessNameControlTxt0STON
ReturnHeader/Filer/EIN0680485091
ReturnHeader/Filer/PhoneNum09167711830
ReturnHeader/Filer/USAddress/AddressLine1Txt02501 Alexandra Drive
ReturnHeader/Filer/USAddress/CityNm0Roseville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095661
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205281117
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Benn & Leman CPAs Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01508 Eureka Road Suite 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Roseville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095661
ReturnHeader/PreparerPersonGrp/PhoneNum09167601680
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Katherine L Leman CPA
ReturnHeader/ReturnTs02020-03-05T16:03:14-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$41,824
Liabilities
-
Net assets
$41,824
Revenue
$72,706
Expenses
$71,847
Net income
$859
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.58$0.43$0.15
2022Detailed filing. Detailed filing data is available for this year.$0.28$0.28$0.41$0.68$0.27
2021Detailed filing. Detailed filing data is available for this year.$0.55$0.55$0.18$0.14$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.51$0.51$0.59$0.50$0.09
2019Detailed filing. Detailed filing data is available for this year.$0.42$0.42$0.73$0.72$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.41$0.41$0.82$0.73$0.08
2017Detailed filing. Detailed filing data is available for this year.$0.33$0.33$0.88$1.02$0.13
2016Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$0.78$0.74$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$0.61$0.62$0.01
2014Summary only. Only limited summary data is available for this year.$0.44$0.00$0.52$0.42$0.10
2013Summary only. Only limited summary data is available for this year.$0.34$0.00$0.48$0.35$0.13
2012Summary only. Only limited summary data is available for this year.$0.20$0.00$0.46$0.44$0.02
2011Summary only. Only limited summary data is available for this year.$0.19$0.00$0.19$0.87$1.06$0.18