Civic Intelligence

Monroe Elementary School PTA

990EZ • Fiscal year 2022 • EIN 26-0084079

Jul 01, 2021 to Jun 30, 2022 • Filed on Sep 11, 2022

Organization ProfileN/A
260 Madrid StreetSan Francisco, CA 94112

(415) 469-4736

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$56,150

Up $167 (+0.3%) from 2021

Net Assets

Up

$56,150

Up $167 (+0.3%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

Up

$37,287

Up $5,386 (+17%) from 2021

Expenses

Up

$37,120

Up $14,571 (+65%) from 2021

Net Income

Down

$167

Down $9,185 (-98%) from 2021

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

2022

Assets$56,150
Liabilities-
Net Assets$56,150
Open 2022 Filing

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

2022

Revenue$37,287
Expenses$37,120
Net Income$167
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Sep 11, 2022
Return Version
2021v4.0
Gross Receipts
$45,695
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.-$30,375
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Emily Moriarty De AyoraPresident-$0--
Jeni SanbornSecretary-$0--
Gina SicilianoTreasurer-$0--
Elisa Uribe Mc CannonVice President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fest$12,409$12,409$500$11,909
Book Fair$7,372$7,372$7,348$24
Total Events$24,901$24,901$8,408$16,493
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
2022-09-11
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 $20000”

Other Expenses.2

“Mission/Excelsior Science $5750”

Other Expenses.3

“PTA Expenses $4031”

Other Expenses.4

“Education Support $2643”

Other Expenses.5

“Miscellaneous $1008”

Other Expenses.6

“Fifth Grade Activities $940”

Other Expenses.7

“Tchr & Staff Appreciation $787”

Other Expenses.8

“Cultural Support $680”

Other Expenses.9

“Membership Costs $304”

Other Expenses.10

“Bank fees $197”

Other Expenses.11

“Field trips $171”

Other Expenses.12

“Garden Tchr & Support $84”

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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/Filer/PhoneNum04154694736
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ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$56,150
Liabilities
-
Net assets
$56,150
Revenue
$37,287
Expenses
$37,120
Net income
$167
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