Civic Intelligence

Stonebridge Elementary PTO Inc.

EIN 85-1457913 • 501(c)3 • Brandon, MS

Pub. 78 Eligible990-N Coverage

Profile

The purpose of the organization shall be to (a) enrich the education of the students of stonebridge elementary school (sbe) by providing volunteer and financial support for their educational and recreational needs with the resources of stonebridge elementary school pto; and (b) foster relationships between the administration, staff, parents, and the community by promoting open communication.

282 Maxey DriveBrandon, MS 39042

stonebridgepto.yolasite.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

15th percentile

-46%

Higher net margin than 15% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$39,008

Down $28,303 (-42%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$39,008

Down $28,303 (-42%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin15th percentile

Revenue

Down

$61,207

Down $17,095 (-22%) from 2023

Expenses

Up

$89,510

Up $25,416 (+40%) from 2023

Net Income

Down

-$28,303

Down $42,511 (-299%) from 2023

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2023: $67,311Liabilities 2023: $0Net Assets 2023: $67,3112023Assets 2024: $39,008Liabilities 2024: $0Net Assets 2024: $39,0082024

Highlighted filing

2024

Assets$39,008
Liabilities$0
Net Assets$39,008
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2023: $78,302Expenses 2023: $64,094Net Income 2023: $14,2082023Revenue 2024: $61,207Expenses 2024: $89,510Net Income 2024: -$28,3032024

Highlighted filing

2024

Revenue$61,207
Expenses$89,510
Net Income-$28,303
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$39,008
Liabilities
$0
Net assets
$39,008
Revenue
$61,207
Expenses
$89,510
Net income
-$28,303
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$39.0$0.00$39.0$61.2$89.5$28.3
2023Detailed filing. Detailed filing data is available for this year.$67.3$0.00$67.3$78.3$64.1$14.2
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 9, 2025
Return Version
2023v6.0
Gross Receipts
$72,372
Mission and Program Overview

Mission

The purpose of the organization shall be to (a) enrich the education of the students of stonebridge elementary school (sbe) by providing volunteer and financial support for their educational and recreational needs with the resources of stonebridge elementary school pto; and (b) foster relationships between the administration, staff, parents, and the community by promoting open communication.

Program Services

DescriptionGrantsExpenses
TO SUPPORT STONEBRIDGE ELEMENTARY SCHOOL STUDENTS AND FACULTY.$0$87,882
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RACHEL WILLIAMSPresidentPT$0--
WHITNEY SPIERSVice-President-$0--
HOLLY BRANTLEYTreasurer-$0--
ERIN PURVISSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Concession Sales$4,240$4,240-$4,240
Seasonal Character Photo Shoots$1,953$1,953-$1,953
Total Events$60,202$60,202$6,189$54,013
Filing and Contact Details

Filer

Filer Name
Stonebridge Elementary Pto Inc
EIN
85-1457913
Phone
6018251310
Address
282 MAXEY DRIVE, BRANDON, MS 39042

Signing Officer

Name
Jamie Morris
Title
President
Phone
6014157778
Signed
2025-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Barlow & Company Pllc
Address
282 MAXEY DR, BRANDON, MS 39042
Preparer
Kristi Thompson CPA
Phone
6018251310
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 7 - Sales of Inventory

“Income: gross receipts: 6,149. Returns and allowances: 0. Less cost of goods sold: 4,976. Gross profit: 1,173. Cost of goods sold: inventory at beginning of year: 0. Merchandise purchased: 4,976. Cost of labor: 0. Materials and supplies: 0. Other costs: 0. Inventory at end of year: 0. Cost of goods sold: 4,976.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: school support. Amount: 75,471. Description: event expenses. Amount: 2,934. Description: gifts and awards. Amount: 9,476. Total to form 990-ez, line 16: 87,881.”

Raw XML Appendix173 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/BooksInCareOfDetail/PhoneNum06012385054
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0282 MAXEY DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BRANDON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MS
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd039042
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RACHEL WILLIAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1WHITNEY SPIERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2HOLLY BRANTLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ERIN PURVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt087881
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE PURPOSE OF THE ORGANIZATION SHALL BE TO (A) ENRICH THE EDUCATION OF THE STUDENTS OF STONEBRIDGE ELEMENTARY SCHOOL (SBE) BY PROVIDING VOLUNTEER AND FINANCIAL SUPPORT FOR THEIR EDUCATIONAL AND RECREATIONAL NEEDS WITH THE RESOURCES OF STONEBRIDGE ELEMENTARY SCHOOL PTO; AND (B) FOSTER RELATIONSHIPS BETWEEN THE ADMINISTRATION, STAFF, PARENTS, AND THE COMMUNITY BY PROMOTING OPEN COMMUNICATION.
IRS990EZ/PrintingPublicationsPostageAmt0842
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO SUPPORT STONEBRIDGE ELEMENTARY SCHOOL STUDENTS AND FACULTY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt087882
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt06189
IRS990EZ/SpecialEventsNetIncomeLossAmt054013
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt089510
IRS990EZ/TotalProgramServiceExpensesAmt087882
IRS990EZ/TotalRevenueAmt061207
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTPS://STONEBRIDGEPTO.YOLASITE.COM/
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt06021
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03147
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01265
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt012933
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt066352
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt092390
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0238575
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt072373
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0238575
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt06189
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SEASONAL CHARACTER PHOTO SHOOTS
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CONCESSION SALES
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt06189
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INCOME: GROSS RECEIPTS: 6,149. RETURNS AND ALLOWANCES: 0. LESS COST OF GOODS SOLD: 4,976. GROSS PROFIT: 1,173. COST OF GOODS SOLD: INVENTORY AT BEGINNING OF YEAR: 0. MERCHANDISE PURCHASED: 4,976. COST OF LABOR: 0. MATERIALS AND SUPPLIES: 0. OTHER COSTS: 0. INVENTORY AT END OF YEAR: 0. COST OF GOODS SOLD: 4,976.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: SCHOOL SUPPORT. AMOUNT: 75,471. DESCRIPTION: EVENT EXPENSES. AMOUNT: 2,934. DESCRIPTION: GIFTS AND AWARDS. AMOUNT: 9,476. TOTAL TO FORM 990-EZ, LINE 16: 87,881.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 7 - SALES OF INVENTORY
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMIE MORRIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06014157778
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STONEBRIDGE ELEMENTARY PTO INC
ReturnHeader/Filer/BusinessNameControlTxt0STON
ReturnHeader/Filer/EIN0851457913
ReturnHeader/Filer/PhoneNum06018251310
ReturnHeader/Filer/USAddress/AddressLine1Txt0282 MAXEY DRIVE
ReturnHeader/Filer/USAddress/CityNm0BRANDON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MS
ReturnHeader/Filer/USAddress/ZIPCd039042
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0822779677
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BARLOW & COMPANY PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0282 MAXEY DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BRANDON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd039042
ReturnHeader/PreparerPersonGrp/PhoneNum06018251310
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KRISTI THOMPSON CPA
ReturnHeader/ReturnTs02025-05-14T16:46:22-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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