Civic Intelligence

Monroe Elementary Parent Teacher Organization Inc

EIN 06-1056689 • 501(c)3 • Monroe, CT

Profile

Support the Monroe Elementary School community through fundraising for classrooms, events, and school projects.

375 Monroe TurnpikeMonroe, CT 06468
Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

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

Liabilities / Revenue

62nd percentile

0.00x

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

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

Net Margin

73rd percentile

18%

Higher net margin than 73% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

36th percentile

-14%

Faster asset growth than 36% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

96th percentile

257%

Faster revenue growth than 96% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$41,309

Down $6,925 (-14%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$41,309

Down $6,925 (-14%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin73rd percentile

Revenue

Up

$51,116

Up $36,809 (+257%) from 2023

Expenses

Up

$41,811

Up $41,811 from 2023

Net Income

Down

$9,305

Down $5,002 (-35%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth36th percentile

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

$60K$40K$20K$0Assets 2023: $48,234Liabilities 2023: $0Net Assets 2023: $48,2342023Assets 2024: $41,309Liabilities 2024: $0Net Assets 2024: $41,3092024

Highlighted filing

2024

Assets$41,309
Liabilities$0
Net Assets$41,309
Open 2024 Filing

Operations Trend

Revenue Growth96th percentile

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

$60K$40K$20K$0Revenue 2023: $14,307Expenses 2023: $0Net Income 2023: $14,3072023Revenue 2024: $51,116Expenses 2024: $41,811Net Income 2024: $9,3052024

Highlighted filing

2024

Revenue$51,116
Expenses$41,811
Net Income$9,305
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$41,309
Liabilities
$0
Net assets
$41,309
Revenue
$51,116
Expenses
$41,811
Net income
$9,305
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$41.3$0.00$41.3$51.1$41.8$9.31
2023Detailed filing. Detailed filing data is available for this year.$48.2$0.00$48.2$14.3$0.00$14.3
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 3, 2024
Return Version
2023v5.0
Gross Receipts
$86,371
Mission and Program Overview

Mission

To promote the physical, mental, social and academic welfare of our children. To encourage a united effort between parents and teachers and to produce a closer relationship between home and school. To contribute financially through fund-raising efforts and to offer volunteer service to Monroe Elementary School.

Program Services

DescriptionGrantsExpenses
Provided funding to build an outdoor classroom.-$7,631
Paid for new library shelves-$5,000
Funded the schools end of year field day event.-$4,484
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tara BerwickCo-Treasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fun Run$20,075$20,075-$20,075
Frozen Desserts and gift wrap$8,490$8,490$2,692$5,798
Total Events$28,565$28,565$3,892$24,673
Filing and Contact Details

Filer

Filer Name
Monroe Elementary Parent Teacher Organization Inc
EIN
06-1056689
Address
375 Monroe Turnpike, Monroe, CT 06468

Signing Officer

Name
Tara Berwick
Title
Co-Treasurer
Signed
2024-11-03
Supplemental Narrative

Additional Explanations

Part I, Line 16

“School donations and enrichment - playground upkeep, assemblies, supplies for reach classrooms, books for students”

Part I, Line 20

“Additional funds in bank account from fundraising efforts in prior years.”

Raw XML Appendix115 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Tara Berwick
IRS990EZ/BooksInCareOfDetail/PhoneNum02032572499
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0375 Monroe Turnpike
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Monroe
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd006468
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt048236
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt041309
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CntrctRcvdGreaterThan100KCnt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt09305
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt048236
IRS990EZ/Form990TotalAssetsGrp/EOYAmt041309
IRS990EZ/FundraisingGrossIncomeAmt084143
IRS990EZ/GrossReceiptsAmt086371
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02228
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt048236
IRS990EZ/NetAssetsOrFundBalancesEOYAmt075238
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt048236
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt041309
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Tara Berwick
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Co-Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt017697
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt041811
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To promote the physical, mental, social and academic welfare of our children. To encourage a united effort between parents and teachers and to produce a closer relationship between home and school. To contribute financially through fund-raising efforts and to offer volunteer service to Monroe Elementary School.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Paid for new library shelves
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Provided funding to build an outdoor classroom.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Funded the schools end of year field day event.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt17631
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt24484
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt035255
IRS990EZ/SpecialEventsNetIncomeLossAmt048888
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CT
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt041811
IRS990EZ/TotalProgramServiceExpensesAmt017115
IRS990EZ/TotalRevenueAmt051116
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt00
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt03892
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fall Fun Run
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Frozen Desserts and gift wrap
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt020075
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt08490
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt028565
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt020075
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt08490
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt028565
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt024673
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt01200
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt01200
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02692
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02692
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0School donations and enrichment - playground upkeep, assemblies, supplies for reach classrooms, books for students
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Additional funds in bank account from fundraising efforts in prior years.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, Line 20
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Tara Berwick
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Co-Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONROE ELEMENTARY PARENT TEACHER ORGANIZATION INC
ReturnHeader/Filer/BusinessNameControlTxt0MONR
ReturnHeader/Filer/EIN0061056689
ReturnHeader/Filer/USAddress/AddressLine1Txt0375 Monroe Turnpike
ReturnHeader/Filer/USAddress/CityNm0Monroe
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006468
ReturnHeader/ReturnTs02024-11-04T11:36:07Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits