Civic Intelligence

Stonebridge Elementary PTO Inc.

990EZ • Fiscal year 2023 • EIN 85-1457913

Jul 01, 2022 to Jun 30, 2023 • Filed on Mar 05, 2024

Organization ProfileSTONEBRIDGEPTO.YOLASITE.COM
282 Maxey DriveBrandon, MS 39042

(601) 825-1310

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

72nd percentile

18%

Higher net margin than 72% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

Score unavailable

No value available

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

Source year 2023

Revenue Growth

Score unavailable

No value available

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

Source year 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

$67,311

No earlier filing loaded for comparison.

Net Assets

$67,311

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin72nd percentile

Revenue

$78,302

No earlier filing loaded for comparison.

Expenses

$64,094

No earlier filing loaded for comparison.

Net Income

$14,208

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2023

Assets$67,311
Liabilities$0
Net Assets$67,311
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2023

Revenue$78,302
Expenses$64,094
Net Income$14,208
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Mar 5, 2024
Return Version
2022v5.0
Gross Receipts
$95,537
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$64,094
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMIE MORRISPresidentPT$0--
EDIE SHUMAKERVice-President-$0--
KATIE STORRTreasurer-$0--
AMY MCINTOSHSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Concession Sales$8,654$8,654$3,298$5,356
Seasonal Character Photo Shoots$4,695$4,695$1,812$2,883
Total Events$92,390$92,390$17,235$75,155
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
2024-03-05
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 16 - Other Expenses

“Description: school support. Amount: 52,498. Description: event expenses. Amount: 7,820. Description: gifts and awards. Amount: 1,610. Total to form 990-ez, line 16: 61,928.”

Raw XML Appendix168 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/BusinessName/BusinessNameLine1Txt0KATIE STORR
IRS990EZ/BooksInCareOfDetail/PhoneNum06012385054
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0282 MAXEY DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BRANDON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MS
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd039042
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt053103
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt067311
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt01397
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
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IRS990EZ/ExcessOrDeficitForYearAmt014208
IRS990EZ/FiledScheduleAInd01
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IRS990EZ/ForeignOfficeInd00
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IRS990EZ/FundraisingGrossIncomeAmt092390
IRS990EZ/GrossReceiptsAmt095537
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt01750
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt053103
IRS990EZ/NetAssetsOrFundBalancesEOYAmt067311
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt053103
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt067311
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAMIE MORRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1EDIE SHUMAKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KATIE STORR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3AMY MCINTOSH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt061928
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/PrintingPublicationsPostageAmt02166
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO SUPPORT STONEBRIDGE ELEMENTARY SCHOOL STUDENTS AND FACULTY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt064094
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt017235
IRS990EZ/SpecialEventsNetIncomeLossAmt075155
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt064094
IRS990EZ/TotalProgramServiceExpensesAmt064094
IRS990EZ/TotalRevenueAmt078302
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTPS://STONEBRIDGEPTO.YOLASITE.COM/
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03147
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01265
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt06912
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt092390
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt059899
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt07001
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0159290
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt0166202
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt095537
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt062399
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt08266
IRS990ScheduleA/Total509Grp/TotalAmt0166202
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt095537
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt062399
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt08266
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0166202
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt017235
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SEASONAL CHARACTER PHOTO SHOOTS
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CONCESSION SALES
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt04695
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt08654
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt079041
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt092390
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt04695
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt08654
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt079041
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt092390
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt075155
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt012125
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt017235
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01812
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03298
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: SCHOOL SUPPORT. AMOUNT: 52,498. DESCRIPTION: EVENT EXPENSES. AMOUNT: 7,820. DESCRIPTION: GIFTS AND AWARDS. AMOUNT: 1,610. TOTAL TO FORM 990-EZ, LINE 16: 61,928.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMIE MORRIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06014157778
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-05
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/IRSResponsiblePrtyInfoCurrInd00
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/PreparationDt02024-03-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KRISTI THOMPSON CPA
ReturnHeader/ReturnTs02024-04-18T13:16:51-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MORRIS
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$67,311
Liabilities
$0
Net assets
$67,311
Revenue
$78,302
Expenses
$64,094
Net income
$14,208
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