Civic Intelligence

Mira Monte School PTO

990EZ • Fiscal year 2021 • EIN 13-4262929

Jul 01, 2020 to Jun 30, 2021 • Filed on Dec 09, 2021

Organization ProfileN/A
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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

15th percentile

-33%

Higher net margin than 15% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

35th percentile

-2.8%

Faster asset growth than 35% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

4th percentile

-92%

Faster revenue growth than 4% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$115,181

Down $3,339 (-2.8%) from 2020

Net Assets

Down

$115,181

Down $3,339 (-2.8%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin15th percentile

Revenue

Down

$10,080

Down $121,777 (-92%) from 2020

Expenses

Down

$13,419

Down $112,665 (-89%) from 2020

Net Income

Down

-$3,339

Down $9,112 (-158%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

2021

Assets$115,181
Liabilities-
Net Assets$115,181
Open 2021 Filing

Operations Trend

Revenue Growth4th percentile

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

2021

Revenue$10,080
Expenses$13,419
Net Income-$3,339
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Dec 9, 2021
Return Version
2020v4.0
Gross Receipts
$13,635
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$13,419-
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BLAIR BRANEYSecretary-$0--
MANDI MEDLENTreasurer-$0--
JACQUELINE YOUNGPresident-$0--
Megan PembertonVice President-$0--
ELIZABETH SZCZEPANEKDirector-$0--
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
Mandi Medlen
Title
Treasurer
Signed
2021-12-09
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

“Teacher appreciation $5164”

Other Expenses.2

“COVID RELATED $3835”

Other Expenses.3

“Building & grounds maintenance $2187”

Other Expenses.4

“TECHNOLOGY EXPENSES $888”

Other Expenses.5

“MISCELLANEOUS $499”

Other Expenses.6

“SUPPLIES $248”

Other Expenses.7

“PERSONNEL SUPPORT $197”

Other Assets.1005

“Accounts Receivable - Beginning $60 Accounts Receivable - Ending $60”

Raw XML Appendix176 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/BOYAmt0118460
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0115121
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02666
IRS990EZ/CostOfGoodsSoldAmt0922
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3339
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0118520
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0115181
IRS990EZ/FundraisingGrossIncomeAmt09644
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0403
IRS990EZ/GrossReceiptsAmt013635
IRS990EZ/GrossSalesOfInventoryAmt01325
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0118520
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0115181
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0118520
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0115181
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BLAIR BRANEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MANDI MEDLEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JACQUELINE YOUNG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Megan Pemberton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ELIZABETH SZCZEPANEK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt060
IRS990EZ/OtherAssetsTotalDetail/EOYAmt060
IRS990EZ/OtherExpensesTotalAmt013419
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/GrantsAndAllocationsAmt013419
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt02633
IRS990EZ/SpecialEventsNetIncomeLossAmt07011
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt013419
IRS990EZ/TotalProgramServiceExpensesAmt013419
IRS990EZ/TotalRevenueAmt010080
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02666
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03384
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt019709
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt020280
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt023713
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt069752
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0403
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt052
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt02725
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt03640
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt09071
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt015891
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt085643
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt03069
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt03436
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt022434
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt023920
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt032784
IRS990ScheduleA/Total509Grp/TotalAmt085643
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt03069
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt03436
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt022434
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt023920
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt032784
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt085643
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $401
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TEACHER APPRECIATION $5164
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COVID RELATED $3835
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BUILDING & GROUNDS MAINTENANCE $2187
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TECHNOLOGY EXPENSES $888
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MISCELLANEOUS $499
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SUPPLIES $248
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PERSONNEL SUPPORT $197
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Accounts Receivable - Beginning $60 Accounts Receivable - Ending $60
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Assets.1005
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MANDI MEDLEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-12-09
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/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/ReturnTs02021-12-09T11:23:34-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MANDI
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MEDLEN
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$115,181
Liabilities
-
Net assets
$115,181
Revenue
$10,080
Expenses
$13,419
Net income
-$3,339
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.01$1.01$0.47$0.39$0.08
2023Detailed filing. Detailed filing data is available for this year.$0.92$0.92$0.35$0.30$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.87$0.87$0.43$0.71$0.28
2021Detailed filing. Detailed filing data is available for this year.$1.15$1.15$0.10$0.13$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.19$1.19$1.32$1.26$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$1.83$2.33$0.50
2018Summary only. Only limited summary data is available for this year.$1.63$0.00$1.47$1.41$0.06
2017Detailed filing. Detailed filing data is available for this year.$1.57$1.57$1.25$1.13$0.13
2016Detailed filing. Detailed filing data is available for this year.$1.44$1.44$1.31$1.46$0.15
2015Detailed filing. Detailed filing data is available for this year.$1.60$1.60$1.13$0.86$0.26
2014Summary only. Only limited summary data is available for this year.$1.33$0.00$1.10$1.04$0.06
2013Summary only. Only limited summary data is available for this year.$1.27$0.00$1.20$0.99$0.21
2012Summary only. Only limited summary data is available for this year.$1.06$0.00$1.20$0.86$0.34