Civic Intelligence

Monroe Elementary School PTA

990EZ • Fiscal year 2020 • EIN 26-0084079

Jul 01, 2019 to Jun 30, 2020 • Filed on Aug 31, 2020

260 Madrid StreetSan Francisco, CA 94112

(415) 469-4736

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

60th percentile

11%

Higher net margin than 60% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

63rd percentile

14%

Faster asset growth than 63% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

78th percentile

17%

Faster revenue growth than 78% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$50,495

Up $6,286 (+14%) from 2019

Net Assets

Up

$50,495

Up $6,286 (+14%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$54,790

Up $7,873 (+17%) from 2019

Expenses

Down

$48,504

Down $51,216 (-51%) from 2019

Net Income

Up

$6,286

Up $59,089 (+112%) from 2019

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2018: $99,288Net Assets 2018: $99,2882018Assets 2019: $44,209Net Assets 2019: $44,2092019Assets 2020: $50,495Net Assets 2020: $50,4952020Assets 2021: $55,983Net Assets 2021: $55,9832021Assets 2022: $56,150Net Assets 2022: $56,1502022Assets 2023: $67,921Net Assets 2023: $67,9212023Assets 2024: $69,532Net Assets 2024: $69,5322024Assets 2025: $84,838Net Assets 2025: $84,8382025

Highlighted filing

2020

Assets$50,495
Liabilities-
Net Assets$50,495

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50K-$100KRevenue 2018: $49,694Expenses 2018: $44,901Net Income 2018: $4,7932018Revenue 2019: $46,917Expenses 2019: $99,720Net Income 2019: -$52,8032019Revenue 2020: $54,790Expenses 2020: $48,504Net Income 2020: $6,2862020Revenue 2021: $31,901Expenses 2021: $22,549Net Income 2021: $9,3522021Revenue 2022: $37,287Expenses 2022: $37,120Net Income 2022: $1672022Revenue 2023: $48,781Expenses 2023: $37,010Net Income 2023: $11,7712023Revenue 2024: $43,093Expenses 2024: $41,482Net Income 2024: $1,6112024Revenue 2025: $35,236Expenses 2025: $19,930Net Income 2025: $15,3062025

Highlighted filing

2020

Revenue$54,790
Expenses$48,504
Net Income$6,286
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Aug 31, 2020
Return Version
2019v5.0
Gross Receipts
$63,845
Mission and Program Overview

Mission

The mission of our parent teacher association is to positively impact the lives of all children and families by representing our members and empowering and supporting them with skills in advocacy, leadership,and communication.

Program Services

DescriptionGrantsExpenses
The mission of our parent teacher association is to positively impact the lives of all children and families by representing our members and empowering and supporting them with skills in advocacy, leadership,and communication.$44,774-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Henry DombeyPresident-$0--
Jen HillVice President-$0--
Jenna PalmerSecretary-$0--
Julianne JacoboniTreasurer-$0--
Robin PowellFmr Treasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fest$21,808$21,808$2,856$18,952
Online Auction$9,752$9,752$600$9,152
Total Events$31,560$31,560$3,456$28,104
Filing and Contact Details

Filer

Filer Name
Monroe Elementary School PTA
EIN
26-0084079
Phone
4154694736
Address
260 Madrid Street, San Francisco, CA 94112

Signing Officer

Name
Julianne Jacoboni
Title
Treasurer
Signed
2020-08-31
Discuss with paid preparer
Yes

Preparer

Firm
Madeleine M Rocamora
Address
2540 Marina Boulevard, San Leandro, CA 94577
Preparer
Madeleine M Rocamora EA
Phone
5109695873
Supplemental Narrative

Additional Explanations

Other Expenses.1012

Insurance $257

Other Expenses.1

Recess Support $20000

Other Expenses.2

Dance $15000

Other Expenses.3

Science Workshop $5750

Other Expenses.4

PTA Expenses $2770

Other Expenses.5

Fifth Grade Activities $2623

Other Expenses.6

Education Support $522

Other Expenses.7

Field trips $312

Other Expenses.8

Principal's Fund $240

Other Expenses.9

Kindergarten Welcome $222

Other Expenses.10

ELAC Expenses $79

Other Expenses.12

Miscellaneous $60

Other Expenses.13

Bank fees $58

Other Expenses.14

Tax & licenses $25

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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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ReturnHeader/BuildTS02020-11-19 02:30:22Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Julianne Jacoboni
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Monroe Elementary School PTA
ReturnHeader/Filer/BusinessNameControlTxt0MONR
ReturnHeader/Filer/EIN0260084079
ReturnHeader/Filer/PhoneNum04154694736
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02540 Marina Boulevard
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ReturnHeader/ReturnTs02020-08-31T11:54:40-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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