Civic Intelligence

Stoneridge Parent Teacher Club

990EZ • Fiscal year 2022 • EIN 68-0485091

Jul 01, 2021 to Jun 30, 2022 • Filed on May 15, 2023

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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

8th percentile

-67%

Higher net margin than 8% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

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.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

10th percentile

-49%

Faster asset growth than 10% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

86th percentile

124%

Faster revenue growth than 86% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$28,125

Down $27,374 (-49%) from 2021

Net Assets

Down

$28,125

Down $27,374 (-49%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin8th percentile

Revenue

Up

$40,829

Up $22,632 (+124%) from 2021

Expenses

Up

$68,203

Up $54,440 (+396%) from 2021

Net Income

Down

-$27,374

Down $31,808 (-717%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth10th 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

2022

Assets$28,125
Liabilities-
Net Assets$28,125
Open 2022 Filing

Operations Trend

Revenue Growth86th 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

2022

Revenue$40,829
Expenses$68,203
Net Income-$27,374
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 15, 2023
Return Version
2021v4.1
Gross Receipts
$70,332
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 CLASSROOM AND SCHOOL SUPPLIES FOR STONERIDGE ELEMENTARY SCHOOL.-$47,316
STONERIDGE PTC PROVIDED FUNDS FOR STAFF APPRECIATION, WELCOMING STUDENTS AND STEAM TRAINING.-$17,107
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.-$1,489
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lesley SmithSecretary-$0--
Janine McIntyrePresidentPT$0--
Michelle AmatoTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog-A-Thon$33,836$33,836$1,789$32,047
Book Fair$18,124$18,124$19,559$-1,435
Total Events$57,500$57,500$28,648$28,852
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
Michelle Amato
Title
Treasurer
Signed
2023-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Benn & Leman CPAs Inc
Address
1508 Eureka Rd Ste 235, Roseville, CA 95661
Preparer
Katherine L Leman CPA
Phone
9167601680
Supplemental Narrative

Additional Explanations

Other Expenses.1012

“Insurance $50”

Other Expenses.1

“School Improvement $41489”

Other Expenses.2

“Other Program Expenses $14096”

Other Expenses.3

“Teacher Allotment $5827”

Other Expenses.4

“Steam Training $3011”

Other Expenses.5

“Overhead Expenses $2241”

Other Expenses.6

“Science Docent $1489”

Raw XML Appendix178 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
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095661
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt055499
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt068203
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 PROVIDED FUNDS FOR STAFF APPRECIATION, WELCOMING STUDENTS AND STEAM TRAINING.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01489
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt147316
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt217107
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt029503
IRS990EZ/SpecialEventsNetIncomeLossAmt034343
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt068203
IRS990EZ/TotalProgramServiceExpensesAmt065912
IRS990EZ/TotalRevenueAmt040829
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.stoneridgeptc.com
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt06486
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt06486
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt063846
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt030595
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt089865
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0137500
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0135799
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0457605
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0464091
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt070332
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt030595
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt089865
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0137500
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0135799
IRS990ScheduleA/Total509Grp/TotalAmt0464091
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt070332
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt030595
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt089865
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0137500
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0135799
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0464091
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt028648
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Jog-A-Thon
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Book Fair
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt033836
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt018124
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt05540
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt057500
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt033836
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt018124
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt05540
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt057500
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt028852
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt07300
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt028648
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01789
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt019559
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1School Improvement $41489
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Other Program Expenses $14096
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Teacher Allotment $5827
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Steam Training $3011
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Overhead Expenses $2241
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Science Docent $1489
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
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Michelle Amato
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-15
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 Rd Ste 235
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Roseville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095661
ReturnHeader/PreparerPersonGrp/PhoneNum09167601680
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Katherine L Leman CPA
ReturnHeader/ReturnTs02023-05-15T14:24:19-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Michelle
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Amato
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
$28,125
Liabilities
-
Net assets
$28,125
Revenue
$40,829
Expenses
$68,203
Net income
-$27,374
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