Civic Intelligence

Stone Oak Elementary School PTA

990EZ • Fiscal year 2019 • EIN 74-2780855

Jul 01, 2018 to Jun 30, 2019 • Filed on Jul 29, 2019

21045 Crescent OaksSan Antonio, TX 78258

(210) 407-7800

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

21st percentile

-13%

Higher net margin than 21% of similar nonprofits.

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

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.

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

Asset Growth

17th percentile

-27%

Faster asset growth than 17% of similar nonprofits.

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

Revenue Growth

57th percentile

5.3%

Faster revenue growth than 57% of similar nonprofits.

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

Assets

Down

$17,606

Down $6,473 (-27%) from 2018

Net Assets

$17,606

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$50,210

Up $2,535 (+5.3%) from 2018

Expenses

Up

$56,683

Up $8,167 (+17%) from 2018

Net Income

Down

-$6,473

Down $5,632 (-670%) from 2018

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2014: $11,539Liabilities 2014: $972014Assets 2015: $8,576Liabilities 2015: $02015Assets 2016: $10,193Liabilities 2016: $02016Assets 2017: $24,627Liabilities 2017: $02017Assets 2018: $24,079Liabilities 2018: $02018Assets 2019: $17,606Liabilities 2019: $0Net Assets 2019: $17,6062019Assets 2020: $32,033Liabilities 2020: $0Net Assets 2020: $32,0332020Assets 2021: $14,930Liabilities 2021: $15Net Assets 2021: $14,9152021Assets 2022: $34,110Liabilities 2022: $30Net Assets 2022: $34,0802022Assets 2023: $33,337Liabilities 2023: $182Net Assets 2023: $33,1552023Assets 2024: $27,144Liabilities 2024: $115Net Assets 2024: $27,0292024Assets 2025: $32,812Liabilities 2025: $0Net Assets 2025: $32,8122025

Highlighted filing

2019

Assets$17,606
Liabilities$0
Net Assets$17,606

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2014: $45,151Expenses 2014: $48,136Net Income 2014: -$2,9852014Revenue 2015: $45,960Expenses 2015: $48,923Net Income 2015: -$2,9632015Revenue 2016: $52,703Expenses 2016: $51,071Net Income 2016: $1,6322016Revenue 2017: $60,943Expenses 2017: $46,523Net Income 2017: $14,4202017Revenue 2018: $47,675Expenses 2018: $48,516Net Income 2018: -$8412018Revenue 2019: $50,210Expenses 2019: $56,683Net Income 2019: -$6,4732019Revenue 2020: $40,442Expenses 2020: $26,015Net Income 2020: $14,4272020Revenue 2021: $1,660Expenses 2021: $18,778Net Income 2021: -$17,1182021Revenue 2022: $112,611Expenses 2022: $93,446Net Income 2022: $19,1652022Revenue 2023: $45,584Expenses 2023: $46,509Net Income 2023: -$9252023Revenue 2024: $56,892Expenses 2024: $63,561Net Income 2024: -$6,6692024Revenue 2025: $77,418Expenses 2025: $71,635Net Income 2025: $5,7832025

Highlighted filing

2019

Revenue$50,210
Expenses$56,683
Net Income-$6,473
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jul 29, 2019
Return Version
2018v3.0
Gross Receipts
$56,124
Mission and Program Overview

Mission

Provided special events to benefit the school children, community involvement, teachers, fifth grade activities, library learning events, grade programs, science presentations and projects that benefitted the entire school; supported the school with family and student programs that the district could not provide funding for, to include field trip admission for all grade levels, disbursement to school in form of grant to replaced outdated and worn library furniture, and grant to sister school in need during the holidays to provide meals for Thanksgiving to that community

Program Services

DescriptionGrantsExpenses
Provided special events to benefit the school children, community involvement, teachers, fifth grade activities, library learning events, grade programs, science presentations and projects that benefitted the entire school; supported the school with family and student programs that the district could not provide funding for, to include field trip admission for all grade levels, disbursement to school in form of grant to replaced outdated and worn library furniture, and grant to sister school in need during the holidays to provide meals for Thanksgiving to that community$11,134$22,017
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lais DaltriniPresidentPT$0--
Candace PalmbergParliamentarian-$0--
Ann SullivanSecretaryPT$0--
Patricia AcunaTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run$42,698$0$19,820$-19,820
Total Events$42,698$0$19,820$-19,820
Filing and Contact Details

Filer

Filer Name
Stone Oak Elementary School PTA
EIN
74-2780855
Phone
2104077800
Address
21045 Crescent Oaks, San Antonio, TX 78258

Signing Officer

Name
Patricia Acuna
Title
Treasurer
Phone
2104077800
Signed
2019-07-29
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

Fun Run expenses, Bike Rodeo, End of year field day, young masters, red ribbon week, teacher appreciation events, welcoming, room parent expenses, reflections, library operating and author visits, field trips for all grades

Raw XML Appendix217 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/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd00
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IRS990EZ/PoliticalCampaignActyInd00
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IRS990EZ/PrintingPublicationsPostageAmt02113
IRS990EZ/ProgramServiceRevenueAmt01675
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provided special events to benefit the school children, community involvement, teachers, fifth grade activities, library learning events, grade programs, science presentations and projects that benefitted the entire school; supported the school with family and student programs that the district could not provide funding for, to include field trip admission for all grade levels, disbursement to school in form of grant to replaced outdated and worn library furniture, and grant to sister school in need during the holidays to provide meals for Thanksgiving to that community
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt011134
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/TaxImposedUnderIRC4911Amt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Fun Run expenses, Bike Rodeo, End of year field day, young masters, red ribbon week, teacher appreciation events, welcoming, room parent expenses, reflections, library operating and author visits, field trips for all grades
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Patricia Acuna
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum02104077800
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-07-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Stone Oak Elementary School PTA
ReturnHeader/Filer/BusinessNameControlTxt0STON
ReturnHeader/Filer/EIN0742780855
ReturnHeader/Filer/PhoneNum02104077800
ReturnHeader/Filer/USAddress/AddressLine1Txt021045 Crescent Oaks
ReturnHeader/Filer/USAddress/CityNm0San Antonio
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078258
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt099.41.198.46
ReturnHeader/ReturnTs02019-07-29T21:56:28-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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