Civic Intelligence

Monroe Elementary School PTA

990EZ • Fiscal year 2021 • EIN 26-0084079

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 15, 2021

Organization ProfileN/A
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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

74th percentile

29%

Higher net margin than 74% 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

57th percentile

11%

Faster asset growth than 57% of similar nonprofits.

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

Revenue Growth

20th percentile

-42%

Faster revenue growth than 20% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$55,983

Up $5,488 (+11%) from 2020

Net Assets

Up

$55,983

Up $5,488 (+11%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin74th percentile

Revenue

Down

$31,901

Down $22,889 (-42%) from 2020

Expenses

Down

$22,549

Down $25,955 (-54%) from 2020

Net Income

Up

$9,352

Up $3,066 (+49%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

2021

Assets$55,983
Liabilities-
Net Assets$55,983
Open 2021 Filing

Operations Trend

Revenue Growth20th percentile

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

2021

Revenue$31,901
Expenses$22,549
Net Income$9,352
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 15, 2021
Return Version
2020v4.0
Gross Receipts
$32,334
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.$17,858-
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jennifer PalmerPresident-$0--
Robin PowellFinl Secretary-$0--
Jeni SanbornSecretary-$0--
Gina SicilianoTreasurer-$0--
Emily Moriarty De AyoraVP Of Comm-$0--
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
Gina Siciliano
Title
Treasurer
Signed
2021-11-15
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.1

“Recess Support $6500”

Other Expenses.2

“Field trips $5778”

Other Expenses.3

“PTA Expenses $3859”

Other Expenses.4

“Tchr & Staff Appreciation $1886”

Other Expenses.5

“Education Support $1500”

Other Expenses.6

“Fifth Grade Activities $1415”

Other Expenses.7

“Miscellaneous $569”

Other Expenses.8

“Cultural Support $410”

Other Expenses.9

“Principal's Fund $369”

Other Expenses.10

“Bank fees $263”

Raw XML Appendix179 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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ReturnHeader/TaxPeriodBeginDt02020-07-01
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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
$55,983
Liabilities
-
Net assets
$55,983
Revenue
$31,901
Expenses
$22,549
Net income
$9,352
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$84.8$84.8$35.2$19.9$15.3
2024Detailed filing. Detailed filing data is available for this year.$69.5$69.5$43.1$41.5$1.61
2023Detailed filing. Detailed filing data is available for this year.$67.9$67.9$48.8$37.0$11.8
2022Detailed filing. Detailed filing data is available for this year.$56.2$56.2$37.3$37.1$0.17
2021Detailed filing. Detailed filing data is available for this year.$56.0$56.0$31.9$22.5$9.35
2020Detailed filing. Detailed filing data is available for this year.$50.5$50.5$54.8$48.5$6.29
2019Detailed filing. Detailed filing data is available for this year.$44.2$44.2$46.9$99.7$52.8
2018Detailed filing. Detailed filing data is available for this year.$99.3$99.3$49.7$44.9$4.79