Civic Intelligence

Monroe Elementaryprimary PTO

990EZ • Fiscal year 2021 • EIN 31-1337980

Jul 01, 2020 to Jun 30, 2021 • Filed on Jan 27, 2022

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

31st percentile

-2.7%

Higher net margin than 31% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2021

Asset Growth

69th percentile

24%

Faster asset growth than 69% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2021

Revenue Growth

32nd percentile

-19%

Faster revenue growth than 32% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2021

Assets

Down

$36,676

Down $675 (-1.8%) from 2020

Net Assets

Down

$36,676

Down $675 (-1.8%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$25,263

Down $6,277 (-20%) from 2020

Expenses

Up

$25,938

Up $7,772 (+43%) from 2020

Net Income

Down

-$675

Down $14,049 (-105%) from 2020

Historical Trend

Balance Sheet Trend

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

2021

Assets$36,676
Liabilities-
Net Assets$36,676

Operations Trend

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

2021

Revenue$25,263
Expenses$25,938
Net Income-$675
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Jan 27, 2022
Return Version
2020v4.0
Gross Receipts
$48,818
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 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. FUNDS ARE USED TO PURCHASES LARGE SCALE ITEMS FOR THE STAFF/SCHOOL GROUNDS.$12,969-
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.$6,485-
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.$6,484-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BECKY TAYLORPresident-$0--
KEVIN TAYLORTreasurer-$0--
JOE WARDSchool Principa-$0--
SARA SNOWCo Treasurer-$0--
MEGAN THACKERPresident & CEO-$0--
ARISTA WAHOLFVice President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Various Funraising Primary Pto$48,228$48,228$23,555$24,673
Total Events$48,228$48,228$23,555$24,673
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
2022-01-27
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Other Expenses.1002

Office Expenses $176

Other Expenses.1

Program service expenses prim $11870

Other Expenses.2

Program service expenses ele $6648

Other Expenses.3

Playground equipment $3172

Other Expenses.4

ECO-LAB $3068

Other Expenses.5

CREDIT CARD FRAUD $80

Raw XML Appendix184 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/OfficerDirectorTrusteeEmplGrp/PersonNm2JOE WARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SARA SNOW
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ARISTA WAHOLF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SCHOOL PRINCIPA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CO TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4President & CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt025014
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/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. FUNDS ARE USED TO PURCHASES LARGE SCALE ITEMS FOR THE STAFF/SCHOOL GROUNDS.
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.
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.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt26484
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0VARIOUS FUNRAISING PRIMARY PTO
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt048228
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $176
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PROGRAM SERVICE EXPENSES PRIM $11870
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROGRAM SERVICE EXPENSES ELE $6648
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PLAYGROUND EQUIPMENT $3172
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ECO-LAB $3068
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CREDIT CARD FRAUD $80
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BECKY TAYLOR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-01-27
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/PreparerPersonNm0Donald T Baker
ReturnHeader/ReturnTs02022-01-27T11:13:01-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BECKY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TAYLOR
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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