Liabilities / Assets
55th percentile
Tied with the lowest-debt nonprofits in its peer group.
James Monroe School Parent Teacher Organization
990EZ • Fiscal year 2015 • EIN 33-0668047
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
55th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
33rd percentile
Higher net margin than 33% of similar nonprofits.
Top Officer Pay
75th percentile
Higher top officer pay than 75% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
35th percentile
Faster asset growth than 35% of similar nonprofits.
Revenue Growth
67th percentile
Faster revenue growth than 67% of similar nonprofits.
Balance Sheet
Assets
Down$27,270
Down $1,575 (-5.5%) from 2014
Net Assets
Down$27,270
Down $1,575 (-5.5%) from 2014
Liabilities
Flat$0
Flat from 2014
Revenue And Expenses
Revenue
Up$46,056
Up $5,701 (+14%) from 2014
Expenses
Up$47,631
Up $5,476 (+13%) from 2014
Net Income
Up-$1,575
Up $225 (+13%) from 2014
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2014 to Jun 30, 2015
- Signed
- Jan 21, 2016
- Return Version
- 2014v6.0
- Gross Receipts
- $83,046
Mission and Program Overview
Mission
EDUCATIONAL SUPPORT
Program Services
| Description | Grants | Expenses |
|---|---|---|
| EDUCATIONAL SUPPORT | $0 | $0 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| JUANITA CASTILLO | President | PT | $0 | - | - |
| JESSICA DEVERS | Vice President | PT | $0 | - | - |
| MARGO STEENHARD | Treasurer | PT | $0 | - | - |
| MICHELLE RUSIN | Secretary | PT | $0 | - | - |
Fundraising, Events, and Gaming
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Fundraising Events | - | - | - | - |
Filing and Contact Details
Filer
- Filer Name
- James Monroe School Pto
- EIN
- 33-0668047
- Phone
- 7607724130
- Address
- 42100 YUCCA LANE, BERMUDA DUNES, CA 92203
Signing Officer
- Name
- Juanita Castillo
- Title
- President
- Phone
- 7607724130
- Signed
- 2016-01-21
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Osborne Rincon Cpas
- Address
- 79245 CORPORATE CENTRE DR STE 101, LA QUINTA, CA 92253
- Preparer
- Jason a Schneider CPA
- Phone
- 7607779805
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 7 - Sales of Inventory
“Income: gross receipts: 5,139. Returns and allowances: 0. Less cost of goods sold: 5,120. Gross profit: 19. Cost of goods sold: inventory at beginning of year: 0. Merchandise purchased: 0. Cost of labor: 0. Materials and supplies: 5,120. Other costs: 0. Inventory at end of year: 0. Cost of goods sold: 5,120.”
Form 990-ez, Part I, Line 8 - Other Revenue
“Description: grade fund. Amount: 20,635.”
Form 990-ez, Part I, Line 16 - Other Expenses
“Description: grade fund expense. Amount: 20,051. Description: supplies. Amount: 12,195. Description: school equipment. Amount: 2,738. Description: admin expenses. Amount: 1,035. Description: pto art teacher. Amount: 11,312. Total to form 990-ez, line 16: 47,331.”
Raw XML Appendix165 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/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | MARGO STEENHARD |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 7607724130 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 42100 YUCCA LANE |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | BERMUDA DUNES |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 92203 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 28845 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 27270 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 3373 |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 5120 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -1575 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 300 |
| IRS990EZ/FiledScheduleAInd | 0 | 1 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 28845 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 27270 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 52841 |
| IRS990EZ/GrossProfitLossSlsOfInvntryAmt | 0 | 19 |
| IRS990EZ/GrossReceiptsAmt | 0 | 83046 |
| IRS990EZ/GrossSalesOfInventoryAmt | 0 | 5139 |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/LobbyingActivitiesInd | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MembershipDuesAmt | 0 | 1058 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 28845 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 27270 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 28845 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 27270 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | JUANITA CASTILLO |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | JESSICA DEVERS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | MARGO STEENHARD |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | MICHELLE RUSIN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | VICE PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | SECRETARY |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 47331 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 20635 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | EDUCATIONAL SUPPORT |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | EDUCATIONAL SUPPORT |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | 0 |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 31870 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 20971 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | CA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 47631 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/TotalRevenueAmt | 0 | 46056 |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 0 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.DSUSD.US |
| IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 4431 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 6255 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 3975 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 3930 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 3134 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 21725 |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt | 0 | 86615 |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt | 0 | 65318 |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt | 0 | 82359 |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt | 0 | 58216 |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt | 0 | 46949 |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt | 0 | 339457 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00000 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 361182 |
| IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 91046 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 71573 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 86334 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 62146 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 50083 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 361182 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 91046 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 71573 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 86334 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 62146 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 50083 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 361182 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | FUNDRAISING EVENTS |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | INCOME: GROSS RECEIPTS: 5,139. RETURNS AND ALLOWANCES: 0. LESS COST OF GOODS SOLD: 5,120. GROSS PROFIT: 19. COST OF GOODS SOLD: INVENTORY AT BEGINNING OF YEAR: 0. MERCHANDISE PURCHASED: 0. COST OF LABOR: 0. MATERIALS AND SUPPLIES: 5,120. OTHER COSTS: 0. INVENTORY AT END OF YEAR: 0. COST OF GOODS SOLD: 5,120. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION: GRADE FUND. AMOUNT: 20,635. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DESCRIPTION: GRADE FUND EXPENSE. AMOUNT: 20,051. DESCRIPTION: SUPPLIES. AMOUNT: 12,195. DESCRIPTION: SCHOOL EQUIPMENT. AMOUNT: 2,738. DESCRIPTION: ADMIN EXPENSES. AMOUNT: 1,035. DESCRIPTION: PTO ART TEACHER. AMOUNT: 11,312. TOTAL TO FORM 990-EZ, LINE 16: 47,331. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 7 - SALES OF INVENTORY |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. |
| ReturnHeader/BuildTS | 0 | 2016-08-17 19:52:53Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | JUANITA CASTILLO |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 7607724130 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2016-01-21 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | JAMES MONROE SCHOOL PTO |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | JAME |
| ReturnHeader/Filer/EIN | 0 | 330668047 |
| ReturnHeader/Filer/PhoneNum | 0 | 7607724130 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 42100 YUCCA LANE |
| ReturnHeader/Filer/USAddress/CityNm | 0 | BERMUDA DUNES |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 92203 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 330783299 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | OSBORNE RINCON CPAS |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 79245 CORPORATE CENTRE DR STE 101 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | LA QUINTA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 92253 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 7607779805 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2016-01-21 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | JASON A SCHNEIDER CPA |
| ReturnHeader/ReturnTs | 0 | 2016-02-13T11:57:52-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2014-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2015-06-30 |
| ReturnHeader/TaxYr | 0 | 2014 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $27,270
- Liabilities
- $0
- Net assets
- $27,270
- Revenue
- $46,056
- Expenses
- $47,631
- Net income
- -$1,575