Civic Intelligence

Mira Monte School PTO

990EZ • Fiscal year 2017 • EIN 13-4262929

Jul 01, 2016 to Jun 30, 2017 • Filed on Sep 15, 2017

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

63rd percentile

10%

Higher net margin than 63% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

60th percentile

8.8%

Faster asset growth than 60% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

41st percentile

-4.5%

Faster revenue growth than 41% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$156,945

Up $12,685 (+8.8%) from 2016

Net Assets

Up

$156,945

Up $12,685 (+8.8%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$125,257

Down $5,893 (-4.5%) from 2016

Expenses

Down

$112,572

Down $33,914 (-23%) from 2016

Net Income

Up

$12,685

Up $28,021 (+183%) from 2016

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

2017

Assets$156,945
Liabilities-
Net Assets$156,945

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

2017

Revenue$125,257
Expenses$112,572
Net Income$12,685
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Sep 15, 2017
Return Version
2016v3.0
Gross Receipts
$146,389
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$112,572-
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
Food Truck Night$7,252$7,252-$7,252
Total Events$7,252$7,252$6,622$630
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
2017-09-15
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.1

EXTENDED DAY $62420

Other Expenses.2

Technology expenses $14911

Other Expenses.3

STUDENT PROGRAMS $10406

Other Expenses.4

PERSONNEL SUPPORT $7225

Other Expenses.5

Teacher appreciation $6507

Other Expenses.6

MISCELLANEOUS $2108

Other Expenses.7

OTHER $1212

Other Expenses.8

MAINTENANCE $944

Other Expenses.9

Playground equipment $550

Other Expenses.10

Assmnt/conference support $290

Other Assets.1005

Accounts Receivable - Beginning $140 Accounts Receivable - Ending $180

Raw XML Appendix185 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/PersonNm0BRYAN CRAWFORD
IRS990EZ/BooksInCareOfDetail/PhoneNum08056541040
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01216 LOMA DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0OJAI
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093023
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0144120
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0156765
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt023713
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt04354
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt012685
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt05999
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0144260
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0156945
IRS990EZ/FundraisingGrossIncomeAmt023444
IRS990EZ/GainOrLossFromSaleOfAssetsAmt0-1209
IRS990EZ/GrossReceiptsAmt0146389
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0144260
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0156945
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0144260
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0156945
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHRISTINA ESP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BRYAN CRAWFORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KAREN OSWALD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0140
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0180
IRS990EZ/OtherExpensesTotalAmt0106573
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/ProgramServiceRevenueAmt096087
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATION PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0112572
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SaleOfAssetsGrossAmt03145
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt016778
IRS990EZ/SpecialEventsNetIncomeLossAmt06666
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0112572
IRS990EZ/TotalProgramServiceExpensesAmt0112572
IRS990EZ/TotalRevenueAmt0125257
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt023713
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt028668
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt026116
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt026801
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt022065
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0127363
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt06
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt010
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt09071
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt010945
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt014528
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt012853
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt017419
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt064816
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt06
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt010
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/InvestmentIncomePYPct00.00010
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt0192179
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt032784
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt039613
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt040644
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt039654
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt039484
IRS990ScheduleA/Total509Grp/TotalAmt0192179
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt032784
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt039617
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt040650
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt039654
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt039484
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0192189
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt06622
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt02384
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt02384
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FOOD TRUCK NIGHT
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt04238
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt04238
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt07252
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt07252
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt07252
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt07252
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0630
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXTENDED DAY $62420
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TECHNOLOGY EXPENSES $14911
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2STUDENT PROGRAMS $10406
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PERSONNEL SUPPORT $7225
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TEACHER APPRECIATION $6507
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MISCELLANEOUS $2108
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6OTHER $1212
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MAINTENANCE $944
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PLAYGROUND EQUIPMENT $550
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9ASSMNT/CONFERENCE SUPPORT $290
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Accounts Receivable - Beginning $140 Accounts Receivable - Ending $180
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Assets.1005
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KAREN OSWALD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-15
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/ReturnTs02017-09-18T13:52:46-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings