Civic Intelligence

Monroe Elementaryprimary PTO

990EZ • Fiscal year 2019 • EIN 31-1337980

Jul 01, 2018 to Jun 30, 2019 • Filed on Sep 05, 2019

Organization ProfileN/A
230 Yankee RdMonroe, OH 45050

(513) 539-8101

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

43rd percentile

0.3%

Higher net margin than 43% 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

33rd percentile

-6.3%

Faster asset growth than 33% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2019

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2016 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$23,977

Down $5,143 (-18%) from 2016

Net Assets

Down

$23,977

Down $5,143 (-18%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin43rd percentile

Revenue

Up

$38,241

Up $50,161 (+421%) from 2016

Expenses

Up

$38,119

Up $36,060 (+1751%) from 2016

Net Income

Up

$122

Up $14,101 (+101%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$80K$60K$40K$20K$0Assets 2015: $43,099Net Assets 2015: $43,0992015Assets 2016: $29,120Net Assets 2016: $29,1202016Assets 2019: $23,977Net Assets 2019: $23,9772019Assets 2020: $37,351Net Assets 2020: $37,3512020Assets 2021: $36,676Net Assets 2021: $36,6762021Assets 2022: $44,998Net Assets 2022: $44,9982022Assets 2023: $63,713Net Assets 2023: $63,7132023

Highlighted filing

2019

Assets$23,977
Liabilities-
Net Assets$23,977
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60K$40K$20K$0-$20KRevenue 2015: $44,652Expenses 2015: $1,553Net Income 2015: $43,0992015Revenue 2016: -$11,920Expenses 2016: $2,059Net Income 2016: -$13,9792016Revenue 2019: $38,241Expenses 2019: $38,119Net Income 2019: $1222019Revenue 2020: $31,540Expenses 2020: $18,166Net Income 2020: $13,3742020Revenue 2021: $25,263Expenses 2021: $25,938Net Income 2021: -$6752021Revenue 2022: $38,801Expenses 2022: $29,008Net Income 2022: $9,7932022Revenue 2023: $58,702Expenses 2023: $38,098Net Income 2023: $20,6042023

Highlighted filing

2019

Revenue$38,241
Expenses$38,119
Net Income$122
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Sep 5, 2019
Return Version
2018v3.1
Gross Receipts
$120,166
Mission and Program Overview

Mission

The primary purpose of this organization is to provide an organizational base for unifying the efforts of parents and teachers in activities beneficial to monroe elementary/primary school which includes a communication link between parents and teachers; raise money to support the activities undertaken by the teachers for the benefit of the school children.

Program Services

DescriptionGrantsExpenses
FORM 990 - EZ, PART III, LINE 30 - THIRD ACCOMPLISHMENTSPONSOR ACTIVITIES FOR STUDENTS, THEIR FAMILIES AND TEACHERS TO PROMOTE COMMUNICATION AND COOPERATION, FAMILY VALUES THROUGH FUN ACTIVITIES, ADDITIONAL LEARNING OPPORTUNITIES AND PROMOTE MUTUAL RESPECT BETWEEN PARTENTS, STUDENTS, TEACHERS AND ADMINISTRATION. PROVIDES AWARDS FOR STUDENT ACCOMPLISHMENT AT FIELD DAY EVENTS AND THE SPELLING BEE. PTO HOSTS A HOLIDAY SHOP AT CHRISTIMAS TIME FOR STUDENTS FOR BUY GIFTS FOR THEIR LOVED ONES; FATHER- DAUGHTER DANCE AND APPRECIATION GIFTS FOR TEACHERS.$20,124-
FORM 990-EZ, PART II, LINE 29 - SECOND ACCOMPLISHMENTPROVIDE FURNITURE AND EQUIPMENT FOR THE TEACHERS' CLASSROOMS AND TEACHER LOUGE AS NEEDED WHICH ALLOWS THE SCHOOL TO BETTER SERVE THE STUDENTS AND PARENTS AND ITEMS THAT WOULD NOT BE PROVIDED BY THE SCHOOL DISTRICT. EXPENSES RELATED TO THIS CATEGORY ARE BOOK SHELVES, WATER FOR THE TEACHER LOUNGE, BEGINNING OF THE YEAR SCHOOL SUPPLIES SUCH AS PAPER, PENCIL ETC.$11,708-
FORM 990-EZ, PART III, LINE 28 - FIRST ACCOMPLISHMENTPROVIDE EQUIPMENT, CLASSROOM SUPPLIES AND OTHER EDUCATIONAL TOOLS TO ENHANCE THE EDUCATIONAL OPPORTUNITIES FOR STUDENTS FOR WHICH THE SCHOOL DISTRICT IS UNABLE TO PROVIDE. EQUIPMENT PROVIDED INCLUDED PLAYGROUND EQUIPMENT.$4,757-
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
BECKY TAYLORPresident-$0--
TEIA SALLEESecretary-$0--
KEVIN TAYLORTreasurer-$0--
JULIE KRUECKEBERGPresident-$0--
SARA SNOWCo Treasurer-$0--
CHRISSY CLARKCo Treasurer-$0--
KATHY GAILSch Principal-$0--
NANCY STRATTONSch Principal-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Various Funraising Primary Pto$120,105$120,105$81,925$38,180
Total Events$120,105$120,105$81,925$38,180
Filing and Contact Details

Filer

Filer Name
Monroe Elementaryprimary Pto
EIN
31-1337980
Phone
5135398101
Address
230 YANKEE RD, MONROE, OH 45050

Signing Officer

Name
Becky Taylor
Title
President
Signed
2019-09-05
Discuss with paid preparer
Yes

Preparer

Firm
Baker & Associates Cpas LLC
Address
188 N BROOKWOOD AVE STE 100, HAMILTON, OH 45013
Preparer
Melvin A Baker
Phone
5138961234
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Program service expenses $36589”

Other Expenses.2

“SUPPLIES $189”

Other Expenses.3

“BANK CHARGES $169”

Raw XML Appendix176 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/PhoneNum05135398101
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0230 YANKEE RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MONROE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0450501042
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BECKY TAYLOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TEIA SALLEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KEVIN TAYLOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JULIE KRUECKEBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SARA SNOW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CHRISSY CLARK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KATHY GAIL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7NANCY STRATTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CO TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5CO TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6SCH PRINCIPAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7SCH PRINCIPAL
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt036947
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE PRIMARY PURPOSE OF THIS ORGANIZATION IS TO PROVIDE AN ORGANIZATIONAL BASE FOR UNIFYING THE EFFORTS OF PARENTS AND TEACHERS IN ACTIVITIES BENEFICIAL TO MONROE ELEMENTARY/PRIMARY SCHOOL WHICH INCLUDES A COMMUNICATION LINK BETWEEN PARENTS AND TEACHERS; RAISE MONEY TO SUPPORT THE ACTIVITIES UNDERTAKEN BY THE TEACHERS FOR THE BENEFIT OF THE SCHOOL CHILDREN.
IRS990EZ/PrintingPublicationsPostageAmt022
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FORM 990-EZ, PART III, LINE 28 - FIRST ACCOMPLISHMENTPROVIDE EQUIPMENT, CLASSROOM SUPPLIES AND OTHER EDUCATIONAL TOOLS TO ENHANCE THE EDUCATIONAL OPPORTUNITIES FOR STUDENTS FOR WHICH THE SCHOOL DISTRICT IS UNABLE TO PROVIDE. EQUIPMENT PROVIDED INCLUDED PLAYGROUND EQUIPMENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FORM 990-EZ, PART II, LINE 29 - SECOND ACCOMPLISHMENTPROVIDE FURNITURE AND EQUIPMENT FOR THE TEACHERS' CLASSROOMS AND TEACHER LOUGE AS NEEDED WHICH ALLOWS THE SCHOOL TO BETTER SERVE THE STUDENTS AND PARENTS AND ITEMS THAT WOULD NOT BE PROVIDED BY THE SCHOOL DISTRICT. EXPENSES RELATED TO THIS CATEGORY ARE BOOK SHELVES, WATER FOR THE TEACHER LOUNGE, BEGINNING OF THE YEAR SCHOOL SUPPLIES SUCH AS PAPER, PENCIL ETC.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2FORM 990 - EZ, PART III, LINE 30 - THIRD ACCOMPLISHMENTSPONSOR ACTIVITIES FOR STUDENTS, THEIR FAMILIES AND TEACHERS TO PROMOTE COMMUNICATION AND COOPERATION, FAMILY VALUES THROUGH FUN ACTIVITIES, ADDITIONAL LEARNING OPPORTUNITIES AND PROMOTE MUTUAL RESPECT BETWEEN PARTENTS, STUDENTS, TEACHERS AND ADMINISTRATION. PROVIDES AWARDS FOR STUDENT ACCOMPLISHMENT AT FIELD DAY EVENTS AND THE SPELLING BEE. PTO HOSTS A HOLIDAY SHOP AT CHRISTIMAS TIME FOR STUDENTS FOR BUY GIFTS FOR THEIR LOVED ONES; FATHER- DAUGHTER DANCE AND APPRECIATION GIFTS FOR TEACHERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt04757
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt111708
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt220124
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt081925
IRS990EZ/SpecialEventsNetIncomeLossAmt038180
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt038119
IRS990EZ/TotalProgramServiceExpensesAmt036589
IRS990EZ/TotalRevenueAmt038241
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt061
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0172
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02704
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt036860
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt039797
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0120105
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt099026
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0109290
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt095385
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0423806
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0463603
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0120166
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt099198
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0111994
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0132245
IRS990ScheduleA/Total509Grp/TotalAmt0463603
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0120166
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0111994
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0132245
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0463603
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt081925
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0VARIOUS FUNRAISING PRIMARY PTO
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0120105
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0120105
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0120105
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0120105
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt038180
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt081925
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt081925
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROGRAM SERVICE EXPENSES $36589
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SUPPLIES $189
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BANK CHARGES $169
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BECKY TAYLOR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-09-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONROE ELEMENTARYPRIMARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0MONR
ReturnHeader/Filer/EIN0311337980
ReturnHeader/Filer/PhoneNum05135398101
ReturnHeader/Filer/USAddress/AddressLine1Txt0230 YANKEE RD
ReturnHeader/Filer/USAddress/CityNm0MONROE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045050
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203025994
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAKER & ASSOCIATES CPAS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0188 N BROOKWOOD AVE STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HAMILTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045013
ReturnHeader/PreparerPersonGrp/PhoneNum05138961234
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Melvin A Baker
ReturnHeader/ReturnTs02019-09-05T12:18:09-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,977
Liabilities
-
Net assets
$23,977
Revenue
$38,241
Expenses
$38,119
Net income
$122
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$63.7$63.7$58.7$38.1$20.6
2022Detailed filing. Detailed filing data is available for this year.$45.0$45.0$38.8$29.0$9.79
2021Detailed filing. Detailed filing data is available for this year.$36.7$36.7$25.3$25.9$0.68
2020Detailed filing. Detailed filing data is available for this year.$37.4$37.4$31.5$18.2$13.4
2019Detailed filing. Detailed filing data is available for this year.$24.0$24.0$38.2$38.1$0.12
2016Detailed filing. Detailed filing data is available for this year.$29.1$29.1$11.9$2.06$14.0
2015Detailed filing. Detailed filing data is available for this year.$43.1$43.1$44.7$1.55$43.1