Civic Intelligence

Monroe Elementary School PTA

990EZ • Fiscal year 2019 • EIN 26-0084079

Jul 01, 2018 to Jun 30, 2019 • Filed on Feb 25, 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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

4th percentile

-113%

Higher net margin than 4% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

8th percentile

-55%

Faster asset growth than 8% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

39th percentile

-5.6%

Faster revenue growth than 39% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$44,209

Down $55,079 (-55%) from 2018

Net Assets

Down

$44,209

Down $55,079 (-55%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$46,917

Down $2,777 (-5.6%) from 2018

Expenses

Up

$99,720

Up $54,819 (+122%) from 2018

Net Income

Down

-$52,803

Down $57,596 (-1202%) from 2018

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

2019

Assets$44,209
Liabilities-
Net Assets$44,209

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

2019

Revenue$46,917
Expenses$99,720
Net Income-$52,803
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Feb 25, 2020
Return Version
2018v3.1
Gross Receipts
$55,211
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.$96,709-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Henry DombeyPresident-$0--
Jennifer LuVice President-$0--
Jennifer HillSecretary-$0--
Robin Lee PowellTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fest$17,404$17,404$2,856$14,548
Online Auction$5,929$5,929$719$5,210
Total Events$23,333$23,333$3,575$19,758
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
Robin Lee Powell
Title
Treasurer
Signed
2020-02-25
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 $232

Other Expenses.1

Garden expenses $42618

Other Expenses.2

Dance $27000

Other Expenses.3

Recess Support $20000

Other Expenses.4

Field trips $3784

Other Expenses.5

PTA Expenses $2138

Other Expenses.6

Chinese New Year Celebration $1373

Other Expenses.7

Education Support $1087

Other Expenses.8

Miscellaneous $550

Other Expenses.9

Kindergarten Welcome $368

Other Expenses.10

ELAC Expenses $252

Other Expenses.11

Principal's Fund $226

Other Expenses.12

Bank fees $92

Raw XML Appendix196 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/PersonNm0The Organization
IRS990EZ/BooksInCareOfDetail/PhoneNum04154694736
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0260 Madrid Street
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0San Francisco
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094112
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt099288
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt044209
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt019566
IRS990EZ/CostOfGoodsSoldAmt04295
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-52803
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt099288
IRS990EZ/Form990TotalAssetsGrp/EOYAmt044209
IRS990EZ/FundraisingGrossIncomeAmt029303
IRS990EZ/GrossProfitLossSlsOfInvntryAmt01632
IRS990EZ/GrossReceiptsAmt055211
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GrossSalesOfInventoryAmt05927
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt099288
IRS990EZ/NetAssetsOrFundBalancesEOYAmt044209
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt099288
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt044209
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Henry Dombey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jennifer Lu
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jennifer Hill
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Robin Lee Powell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-2276
IRS990EZ/OtherExpensesTotalAmt099720
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The 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.
IRS990EZ/ProgramServiceRevenueAmt0415
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt096709
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt03999
IRS990EZ/SpecialEventsNetIncomeLossAmt025304
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt099720
IRS990EZ/TotalProgramServiceExpensesAmt096709
IRS990EZ/TotalRevenueAmt046917
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt019566
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt021522
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt044476
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt040350
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt061451
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0187365
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt035645
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt033570
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt027556
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt026280
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt022378
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0145429
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0332794
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt055211
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt055092
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt072032
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt066630
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt083829
IRS990ScheduleA/Total509Grp/TotalAmt0332794
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt055211
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt055092
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt072032
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt066630
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt083829
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0332794
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt03575
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fall Fest
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Online Auction
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt017404
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt05929
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt023333
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt017404
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt05929
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt023333
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt019758
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03575
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02856
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0719
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $232
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Garden expenses $42618
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Dance $27000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Recess Support $20000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Field trips $3784
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PTA Expenses $2138
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Chinese New Year Celebration $1373
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Education Support $1087
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Miscellaneous $550
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Kindergarten Welcome $368
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10ELAC Expenses $252
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Principal's Fund $226
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Bank fees $92
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 Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.12
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Robin Lee Powell
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Monroe Elementary School PTA
ReturnHeader/Filer/BusinessNameControlTxt0MONR
ReturnHeader/Filer/EIN0260084079
ReturnHeader/Filer/PhoneNum04154694736
ReturnHeader/Filer/USAddress/AddressLine1Txt0260 Madrid Street
ReturnHeader/Filer/USAddress/CityNm0San Francisco
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094112
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Madeleine M Rocamora
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02540 Marina Boulevard
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Leandro
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094577
ReturnHeader/PreparerPersonGrp/PhoneNum05109695873
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Madeleine M Rocamora EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-02-25T07:45:14-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings