Civic Intelligence

Mira Monte School PTO

990EZ • Fiscal year 2015 • EIN 13-4262929

Jul 01, 2014 to Jun 30, 2015 • Filed on Sep 17, 2015

1216 Loma DriveOjai, CA 93023

(805) 654-1040

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2015

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2015

Net Margin

80th percentile

23%

Higher net margin than 80% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

72nd percentile

20%

Faster asset growth than 72% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

53rd percentile

2.6%

Faster revenue growth than 53% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$159,596

Up $26,487 (+20%) from 2014

Net Assets

$159,596

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$112,814

Up $2,885 (+2.6%) from 2014

Expenses

Down

$86,327

Down $17,751 (-17%) from 2014

Net Income

Up

$26,487

Up $20,636 (+353%) from 2014

Historical Trend

Balance Sheet Trend

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

$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

2015

Assets$159,596
Liabilities-
Net Assets$159,596

Operations Trend

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

2015

Revenue$112,814
Expenses$86,327
Net Income$26,487
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Sep 17, 2015
Return Version
2014v5.0
Gross Receipts
$128,323
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$86,327-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRISTINA ESPSecretary-$0--
BRYAN CRAWFORDTreasurer-$0--
KAREN OSWALDPresident-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Festival$6,040$6,040$899$5,141
Total Events$6,040$6,040$1,433$4,607
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
Karen Oswald
Title
President
Signed
2015-09-17
Discuss with paid preparer
Yes

Preparer

Firm
Bratton McMorrow & Associates LLP
Address
1841 Knoll Drive, Ventura, CA 93003-7321
Preparer
Sherri Drifka
Phone
8056541040
Supplemental Narrative

Additional Explanations

Other Expenses.1001

Advertising and Promotion $60

Other Expenses.1002

Office Expenses $313

Other Expenses.1012

Insurance $401

Other Expenses.1

EXTENDED DAY $36609

Other Expenses.2

STUDENT PROGRAMS $21635

Other Expenses.3

PERSONNEL SUPPORT $6772

Other Expenses.4

Technology expenses $6549

Other Expenses.5

SUPPLIES $6180

Other Expenses.6

MAINTENANCE $3212

Other Expenses.7

MISCELLANEOUS $1503

Other Expenses.8

Teacher appreciation $173

Other Expenses.9

PLAYGROUND EQUIPMENT $83

Other Expenses.10

Assment/conference support $50

Other Assets.1005

Accounts Receivable - Beginning $0 Accounts Receivable - Ending $135

Raw XML Appendix189 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.

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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0OJAI
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHRISTINA ESP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BRYAN CRAWFORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KAREN OSWALD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0135
IRS990EZ/OtherExpensesTotalAmt083540
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/ProgramServiceRevenueAmt074112
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATION PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt086327
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt015509
IRS990EZ/SpecialEventsNetIncomeLossAmt012580
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt086327
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IRS990EZ/TotalRevenueAmt0112814
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt026116
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt026801
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt08311
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt064428
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt06
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IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/InvestmentIncomePYPct00.00010
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt0184258
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0184277
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt01433
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FALL FESTIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt0534
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt0534
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt06040
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt06040
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0899
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0899
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $60
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $313
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $401
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EXTENDED DAY $36609
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4STUDENT PROGRAMS $21635
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PERSONNEL SUPPORT $6772
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TECHNOLOGY EXPENSES $6549
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7SUPPLIES $6180
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8MAINTENANCE $3212
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9MISCELLANEOUS $1503
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10TEACHER APPRECIATION $173
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11PLAYGROUND EQUIPMENT $83
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12ASSMENT/CONFERENCE SUPPORT $50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Accounts Receivable - Beginning $0 Accounts Receivable - Ending $135
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.8
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Assets.1005
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KAREN OSWALD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-09-17
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/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Bratton McMorrow & Associates LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01841 Knoll Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Ventura
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0930037321
ReturnHeader/PreparerPersonGrp/PhoneNum08056541040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sherri Drifka
ReturnHeader/ReturnTs02015-09-17T15:38:45-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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Filings