Civic Intelligence

Mira Monte School PTO

EIN 13-4262929 • 501(c)3 • Ojai, CA

Profile

The relationship within the mira monte community, which includes students, teachers, staff, parents, and patrons, are a vital influence on the success of our children's futures. Our purpose is to foster a sense of support, pride and enthusiasm. Through fund-raising and family activities, we will promote positive school/community relationships that enhance our children's educational environment.

1216 Loma DriveOjai, CA 93023

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2023

Net Margin

70th percentile

16%

Higher net margin than 70% of similar nonprofits.

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

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 2023

Asset Growth

64th percentile

6.3%

Faster asset growth than 64% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

33rd percentile

-18%

Faster revenue growth than 33% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$100,587

Up $8,366 (+9.1%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$100,587

Up $8,366 (+9.1%) from 2023

Revenue

Up

$47,244

Up $11,860 (+34%) from 2023

Expenses

Up

$38,878

Up $8,982 (+30%) from 2023

Net Income

Up

$8,366

Up $2,878 (+52%) from 2023

Trend Graphs

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2012: $106,040Liabilities 2012: $02012Assets 2013: $127,258Liabilities 2013: $02013Assets 2014: $133,109Liabilities 2014: $02014Assets 2015: $159,596Net Assets 2015: $159,5962015Assets 2016: $144,260Net Assets 2016: $144,2602016Assets 2017: $156,945Net Assets 2017: $156,9452017Assets 2018: $163,047Liabilities 2018: $02018Assets 2019: $112,747Liabilities 2019: $0Net Assets 2019: $112,7472019Assets 2020: $118,520Net Assets 2020: $118,5202020Assets 2021: $115,181Net Assets 2021: $115,1812021Assets 2022: $86,733Net Assets 2022: $86,7332022Assets 2023: $92,221Net Assets 2023: $92,2212023Assets 2024: $100,587Net Assets 2024: $100,5872024

Highlighted filing

2024

Assets$100,587
Liabilities-
Net Assets$100,587

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2012: $120,011Expenses 2012: $85,759Net Income 2012: $34,2522012Revenue 2013: $120,147Expenses 2013: $98,929Net Income 2013: $21,2182013Revenue 2014: $109,929Expenses 2014: $104,078Net Income 2014: $5,8512014Revenue 2015: $112,814Expenses 2015: $86,327Net Income 2015: $26,4872015Revenue 2016: $131,150Expenses 2016: $146,486Net Income 2016: -$15,3362016Revenue 2017: $125,257Expenses 2017: $112,572Net Income 2017: $12,6852017Revenue 2018: $147,213Expenses 2018: $141,111Net Income 2018: $6,1022018Revenue 2019: $182,524Expenses 2019: $232,824Net Income 2019: -$50,3002019Revenue 2020: $131,857Expenses 2020: $126,084Net Income 2020: $5,7732020Revenue 2021: $10,080Expenses 2021: $13,419Net Income 2021: -$3,3392021Revenue 2022: $42,963Expenses 2022: $71,411Net Income 2022: -$28,4482022Revenue 2023: $35,384Expenses 2023: $29,896Net Income 2023: $5,4882023Revenue 2024: $47,244Expenses 2024: $38,878Net Income 2024: $8,3662024

Highlighted filing

2024

Revenue$47,244
Expenses$38,878
Net Income$8,366

Filings

Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2023 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 14, 2023
Return Version
2022v5.0
Gross Receipts
$43,579
Mission and Program Overview

Mission

The relationship within the mira monte community, which includes students, teachers, staff, parents, and patrons, are a vital influence on the success of our children's futures. Our purpose is to foster a sense of support, pride and enthusiasm. Through fund-raising and family activities, we will promote positive school/community relationships that enhance our children's educational environment.

Program Services

DescriptionGrantsExpenses
EDUCATION PROGRAMS-$29,896
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BETSY BYRNESecretary-$0--
ELIZABETH SZCZPANEKTreasurer-$0--
BLAIR BRANEYPresident-$0--
KATHY SMITHVice President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Bubble-thon$16,564$16,564$523$16,041
Read-a-thon$10,105$10,105$754$9,351
Total Events$26,669$26,669$1,277$25,392
Filing and Contact Details

Filer

Filer Name
Mira Monte School Pto
EIN
13-4262929
Phone
8056541040
Address
1216 LOMA DRIVE, OJAI, CA 93023

Signing Officer

Name
Elizabeth Szczpanek
Title
Treasurer
Signed
2023-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Bratton McMorrow & Associates LLP
Address
1841 Knoll Drive, Ventura, CA 93003
Preparer
Sherri Drifka
Phone
8056541040
Supplemental Narrative

Additional Explanations

Other Expenses.1012

Insurance $401

Other Expenses.1

PROGRAM EXPENSES $13546

Other Expenses.2

OPERATING EXPENSES $5350

Other Expenses.3

Building & grounds maintenance $4808

Other Expenses.4

Teacher appreciation $3652

Other Expenses.5

SUPPLIES $1515

Other Expenses.6

TECHNOLOGY EXPENSES $99

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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ELIZABETH SZCEPANEK
IRS990EZ/BooksInCareOfDetail/PhoneNum08056541040
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01216 LOMA DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0OJAI
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093023
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt086733
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt092221
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01662
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05488
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0525
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt086733
IRS990EZ/Form990TotalAssetsGrp/EOYAmt092221
IRS990EZ/FundraisingGrossIncomeAmt041403
IRS990EZ/GamingGrossIncomeAmt0514
IRS990EZ/GrossReceiptsAmt043579
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt086733
IRS990EZ/NetAssetsOrFundBalancesEOYAmt092221
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt086733
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt092221
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BETSY BYRNE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ELIZABETH SZCZPANEK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BLAIR BRANEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KATHY SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt029371
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE RELATIONSHIP WITHIN THE MIRA MONTE COMMUNITY, WHICH INCLUDES STUDENTS, TEACHERS, STAFF, PARENTS, AND PATRONS, ARE A VITAL INFLUENCE ON THE SUCCESS OF OUR CHILDREN'S FUTURES. OUR PURPOSE IS TO FOSTER A SENSE OF SUPPORT, PRIDE AND ENTHUSIASM. THROUGH FUND-RAISING AND FAMILY ACTIVITIES, WE WILL PROMOTE POSITIVE SCHOOL/COMMUNITY RELATIONSHIPS THAT ENHANCE OUR CHILDREN'S EDUCATIONAL ENVIRONMENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATION PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt029896
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt08195
IRS990EZ/SpecialEventsNetIncomeLossAmt033722
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt029896
IRS990EZ/TotalProgramServiceExpensesAmt029896
IRS990EZ/TotalRevenueAmt035384
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01662
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02483
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02666
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03384
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt019709
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt029904
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0-819
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0403
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt052
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt02725
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt02361
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt032265
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01662
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01664
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt03069
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt03436
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt022434
IRS990ScheduleA/Total509Grp/TotalAmt032265
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01662
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01664
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt03069
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt03436
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt022434
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt032265
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt01277
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BUBBLE-THON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0READ-A-THON
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt016564
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt010105
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt026669
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt016564
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt010105
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt026669
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt025392
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01277
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0523
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0754
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $401
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PROGRAM EXPENSES $13546
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OPERATING EXPENSES $5350
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BUILDING & GROUNDS MAINTENANCE $4808
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TEACHER APPRECIATION $3652
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SUPPLIES $1515
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TECHNOLOGY EXPENSES $99
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/PersonNm0ELIZABETH SZCZPANEK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MIRA MONTE SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0MIRA
ReturnHeader/Filer/EIN0134262929
ReturnHeader/Filer/PhoneNum08056541040
ReturnHeader/Filer/USAddress/AddressLine1Txt01216 LOMA DRIVE
ReturnHeader/Filer/USAddress/CityNm0OJAI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093023
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770223250
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Bratton McMorrow & Associates LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01841 Knoll Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Ventura
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093003
ReturnHeader/PreparerPersonGrp/PhoneNum08056541040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sherri Drifka
ReturnHeader/ReturnTs02023-11-14T15:28:12-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ELIZABETH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SZCZPANEK
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.