Civic Intelligence

Monticello Elementary PTO

EIN 26-3991156 • 501(c)3 • Monticello, IL

Pub. 78 Eligible990-N Coverage

Profile

Support teachers & students in district

3 Sage DriveMonticello, IL 61856
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

70th percentile

16%

Higher net margin than 70% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

87th percentile

47%

Faster asset growth than 87% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

98th percentile

512%

Faster revenue growth than 98% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$37,714

Up $9,491 (+34%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Up

$37,714

Up $9,491 (+34%) from 2022

Operations
Liabilities / Revenue61st percentileNet Margin70th percentile

Revenue

Down

$53,066

Down $4,340 (-7.6%) from 2022

Expenses

Down

$43,575

Down $4,780 (-9.9%) from 2022

Net Income

Up

$9,491

Up $440 (+4.9%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth87th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2019: $25,696Liabilities 2019: $0Net Assets 2019: $25,6962019Assets 2020: $41,498Liabilities 2020: $0Net Assets 2020: $41,4982020Assets 2021: $19,172Liabilities 2021: $0Net Assets 2021: $19,1722021Assets 2022: $28,223Liabilities 2022: $0Net Assets 2022: $28,2232022Assets 2023: $37,714Liabilities 2023: $0Net Assets 2023: $37,7142023

Highlighted filing

2023

Assets$37,714
Liabilities$0
Net Assets$37,714
Open 2023 Filing

Operations Trend

Revenue Growth98th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20K-$40KRevenue 2019: $44,545Expenses 2019: $45,168Net Income 2019: -$6232019Revenue 2020: $41,439Expenses 2020: $25,637Net Income 2020: $15,8022020Revenue 2021: $9,381Expenses 2021: $31,707Net Income 2021: -$22,3262021Revenue 2022: $57,406Expenses 2022: $48,355Net Income 2022: $9,0512022Revenue 2023: $53,066Expenses 2023: $43,575Net Income 2023: $9,4912023

Highlighted filing

2023

Revenue$53,066
Expenses$43,575
Net Income$9,491
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$37,714
Liabilities
$0
Net assets
$37,714
Revenue
$53,066
Expenses
$43,575
Net income
$9,491
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$37.7$0.00$37.7$53.1$43.6$9.49
2022Detailed filing. Detailed filing data is available for this year.$28.2$0.00$28.2$57.4$48.4$9.05
2021Detailed filing. Detailed filing data is available for this year.$19.2$0.00$19.2$9.38$31.7$22.3
2020Detailed filing. Detailed filing data is available for this year.$41.5$0.00$41.5$41.4$25.6$15.8
2019Detailed filing. Detailed filing data is available for this year.$25.7$0.00$25.7$44.5$45.2$0.62
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2022 to Jul 31, 2023
Signed
Jun 17, 2024
Return Version
2022v5.0
Gross Receipts
$79,109
Mission and Program Overview

Mission

Support teachers & students in district

Program Services

DescriptionGrantsExpenses
SAGES STRUT FUNDRAISER--
PIE SALES FUNDRAISER--
STAFF APPRECIATION AND SCHOOL IMPROVEMENTS--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
APRIL BLACKERPresident-$0--
SARAH GARDNERVice President-$0--
ANNE WINECKETreasurer-$0--
TORREY HERDESSecretary-$0--
EMILY WEIDNERWashington Principle-$0--
AMANDA RYDERWhite Heath Principle-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Pie Event----
Sages Strut----
Filing and Contact Details

Filer

Filer Name
Monticello Elementary Pto
EIN
26-3991156
Address
3 SAGE DRIVE, MONTICELLO, IL 61856

Signing Officer

Name
Anne Winecke
Title
Treasurer
Phone
2175215201
Signed
2024-06-17
Discuss with paid preparer
Yes

Preparer

Firm
Kellys Accounting Service Inc
Address
310 W WASHINGTON PO BOX 17, MONTICELLO, IL 61856
Preparer
Christopher Schroeder
Phone
2177625509
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountplayground improvements 5,000reading rewards 2,400special events 3,840teacher appreciation 1,650teacher requests 13,500giving tree 500camp invention 1,200supplies 200field trips 5,200”

Raw XML Appendix168 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0ANNE WINECKE
IRS990EZ/BooksInCareOfDetail/PhoneNum02175215201
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03 SAGE DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MONTICELLO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd061856
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt028223
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt037714
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt05702
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt09491
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0429
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt028223
IRS990EZ/Form990TotalAssetsGrp/EOYAmt037714
IRS990EZ/FundraisingGrossIncomeAmt073407
IRS990EZ/GrossReceiptsAmt079109
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt028223
IRS990EZ/NetAssetsOrFundBalancesEOYAmt037714
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt028223
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt037714
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0APRIL BLACKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SARAH GARDNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ANNE WINECKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TORREY HERDES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4EMILY WEIDNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5AMANDA RYDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4WASHINGTON PRINCIPLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5WHITE HEATH PRINCIPLE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt033490
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT TEACHERS & STUDENTS IN DISTRICT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SAGES STRUT FUNDRAISER
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PIE SALES FUNDRAISER
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2STAFF APPRECIATION AND SCHOOL IMPROVEMENTS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt09656
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt026043
IRS990EZ/SpecialEventsNetIncomeLossAmt047364
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt043575
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt053066
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05702
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt010451
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0965
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0379
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0534
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt018031
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt073407
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt072240
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt020814
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt059406
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt062741
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0288608
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0306639
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt079109
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt082691
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt021779
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt059785
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt063275
IRS990ScheduleA/Total509Grp/TotalAmt0306639
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt079109
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt082691
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt021779
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt059785
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt063275
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0306639
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SAGES STRUT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0PIE EVENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTPLAYGROUND IMPROVEMENTS 5,000READING REWARDS 2,400SPECIAL EVENTS 3,840TEACHER APPRECIATION 1,650TEACHER REQUESTS 13,500GIVING TREE 500CAMP INVENTION 1,200SUPPLIES 200FIELD TRIPS 5,200
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANNE WINECKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02175215201
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-06-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTICELLO ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0263991156
ReturnHeader/Filer/USAddress/AddressLine1Txt03 SAGE DRIVE
ReturnHeader/Filer/USAddress/CityNm0MONTICELLO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd061856
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0371361154
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KELLYS ACCOUNTING SERVICE INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0310 W WASHINGTON PO BOX 17
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MONTICELLO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd061856
ReturnHeader/PreparerPersonGrp/PhoneNum02177625509
ReturnHeader/PreparerPersonGrp/PreparationDt02024-06-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Christopher Schroeder
ReturnHeader/ReturnTs02024-06-17T17:13:34-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ANNE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WINECKE
ReturnHeader/TaxPeriodBeginDt02022-08-01
ReturnHeader/TaxPeriodEndDt02023-07-31
ReturnHeader/TaxYr02022

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