Civic Intelligence

Monticello Elementary PTO

990EZ • Fiscal year 2021 • EIN 26-3991156

Aug 01, 2020 to Jul 31, 2021 • Filed on Sep 27, 2021

Organization Profile
3 Sage DriveMonticello, IL 61856

(217) 521-5201

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

4th percentile

-238%

Higher net margin than 4% 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

8th percentile

-54%

Faster asset growth than 8% of similar nonprofits.

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

Revenue Growth

8th percentile

-77%

Faster revenue growth than 8% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$19,172

Down $22,326 (-54%) from 2020

Net Assets

Down

$19,172

Down $22,326 (-54%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin4th percentile

Revenue

Down

$9,381

Down $32,058 (-77%) from 2020

Expenses

Up

$31,707

Up $6,070 (+24%) from 2020

Net Income

Down

-$22,326

Down $38,128 (-241%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

$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

2021

Assets$19,172
Liabilities$0
Net Assets$19,172
Open 2021 Filing

Operations Trend

Revenue Growth8th percentile

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$9,381
Expenses$31,707
Net Income-$22,326
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2020 to Jul 31, 2021
Signed
Sep 27, 2021
Return Version
2020v4.1
Gross Receipts
$21,779
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 Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REBEKAH NIEMERGPresident-$0--
MATTHEW TRUEBLOODVice President-$0--
NICOLE DERHAMMERTreasurer-$0--
ALEX BLAYLOCKSecretary-$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
Nicole Derhammer
Title
Treasurer
Phone
2175215201
Signed
2021-09-27
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 4,000reading rewards 3,704special events 2,032teacher appreciation 2,638teacher requests 9,033”

Raw XML Appendix148 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/PersonNm0NICOLE DERHAMMER
IRS990EZ/BooksInCareOfDetail/PhoneNum02175215201
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03 SAGE DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MONTICELLO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd061856
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt041498
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt019172
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0965
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-22326
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt041498
IRS990EZ/Form990TotalAssetsGrp/EOYAmt019172
IRS990EZ/FundraisingGrossIncomeAmt020814
IRS990EZ/GrossReceiptsAmt021779
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt041498
IRS990EZ/NetAssetsOrFundBalancesEOYAmt019172
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt041498
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt019172
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0REBEKAH NIEMERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MATTHEW TRUEBLOOD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2NICOLE DERHAMMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ALEX BLAYLOCK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt021407
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT TEACHERS & STUDENTS IN DISTRICT
IRS990EZ/PrintingPublicationsPostageAmt0575
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SAGES STRUT FUNDRAISER
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PIE SALES FUNDRAISER
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2STAFF APPRECIATION AND SCHOOL IMPROVEMENTS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt09725
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt012398
IRS990EZ/SpecialEventsNetIncomeLossAmt08416
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt031707
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt09381
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0965
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0379
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0534
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01878
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt020814
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt059406
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt062741
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0142961
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0144839
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt021779
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt059785
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt063275
IRS990ScheduleA/Total509Grp/TotalAmt0144839
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt021779
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt059785
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt063275
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0144839
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SAGES STRUT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0PIE EVENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTPLAYGROUND IMPROVEMENTS 4,000READING REWARDS 3,704SPECIAL EVENTS 2,032TEACHER APPRECIATION 2,638TEACHER REQUESTS 9,033
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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NICOLE DERHAMMER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02175215201
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-27
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/PreparationDt02021-10-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Christopher Schroeder
ReturnHeader/ReturnTs02021-10-07T14:45:54-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0NICOLE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DERHAMMER
ReturnHeader/TaxPeriodBeginDt02020-08-01
ReturnHeader/TaxPeriodEndDt02021-07-31
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
$19,172
Liabilities
$0
Net assets
$19,172
Revenue
$9,381
Expenses
$31,707
Net income
-$22,326
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