Civic Intelligence

James Monroe School Parent Teacher Organization

990EZ • Fiscal year 2019 • EIN 33-0668047

Jul 01, 2018 to Jun 30, 2019 • Filed on Dec 18, 2019

42100 Yucca LaneBermuda Dunes, CA 92203

(760) 772-4130

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

12th percentile

-29%

Higher net margin than 12% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

14th percentile

-34%

Faster asset growth than 14% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

20th percentile

-26%

Faster revenue growth than 20% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$34,939

Down $18,169 (-34%) from 2018

Net Assets

Down

$34,939

Down $18,169 (-34%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$61,715

Down $21,212 (-26%) from 2018

Expenses

Up

$79,884

Up $6,761 (+9.2%) from 2018

Net Income

Down

-$18,169

Down $27,973 (-285%) from 2018

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2011: $15,602Liabilities 2011: $0Net Assets 2011: $15,6022011Assets 2012: $24,892Liabilities 2012: $0Net Assets 2012: $24,8922012Assets 2013: $30,645Liabilities 2013: $0Net Assets 2013: $30,6452013Assets 2014: $28,845Liabilities 2014: $0Net Assets 2014: $28,8452014Assets 2015: $27,270Liabilities 2015: $0Net Assets 2015: $27,2702015Assets 2017: $43,304Liabilities 2017: $0Net Assets 2017: $43,3042017Assets 2018: $53,108Liabilities 2018: $0Net Assets 2018: $53,1082018Assets 2019: $34,939Liabilities 2019: $0Net Assets 2019: $34,9392019Assets 2020: $34,641Liabilities 2020: $0Net Assets 2020: $34,6412020Assets 2021: $30,596Net Assets 2021: $30,5962021Assets 2022: $52,166Net Assets 2022: $52,1662022Assets 2023: $78,781Net Assets 2023: $78,7812023Assets 2024: $53,898Net Assets 2024: $53,8982024

Highlighted filing

2019

Assets$34,939
Liabilities$0
Net Assets$34,939

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $32,298Expenses 2011: $30,655Net Income 2011: $1,6432011Revenue 2012: $41,220Expenses 2012: $31,930Net Income 2012: $9,2902012Revenue 2013: $62,596Expenses 2013: $56,843Net Income 2013: $5,7532013Revenue 2014: $40,355Expenses 2014: $42,155Net Income 2014: -$1,8002014Revenue 2015: $46,056Expenses 2015: $47,631Net Income 2015: -$1,5752015Revenue 2017: $74,628Expenses 2017: $73,026Net Income 2017: $1,6022017Revenue 2018: $82,927Expenses 2018: $73,123Net Income 2018: $9,8042018Revenue 2019: $61,715Expenses 2019: $79,884Net Income 2019: -$18,1692019Revenue 2020: $79,837Expenses 2020: $80,135Net Income 2020: -$2982020Revenue 2021: $10,641Expenses 2021: $14,686Net Income 2021: -$4,0452021Revenue 2022: $34,918Expenses 2022: $13,348Net Income 2022: $21,5702022Revenue 2023: $56,493Expenses 2023: $29,878Net Income 2023: $26,6152023Revenue 2024: $49,061Expenses 2024: $73,944Net Income 2024: -$24,8832024

Highlighted filing

2019

Revenue$61,715
Expenses$79,884
Net Income-$18,169
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Dec 18, 2019
Return Version
2018v3.1
Gross Receipts
$114,278
Mission and Program Overview

Mission

EDUCATIONAL SUPPORT

Program Services

DescriptionGrantsExpenses
EDUCATIONAL SUPPORT$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MONIQUE CASTILLOPresidentPT$0--
SHANTAY SILVAVice PresidentPT$0--
MARGO STEENHARDTreasurerPT$0--
AMANDA MOLINASecretaryPT$0--
VANESSA KOLOENCommunications OfficerPT$0--
ASHLEY BERGMANVolunteer CoordinatorPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising Events$41,929$41,929$26,984$14,945
Total Events$41,929$41,929$26,984$14,945
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
Margo Steenhard
Title
Treasurer
Phone
7607724130
Signed
2019-12-18
Discuss with paid preparer
Yes

Preparer

Firm
Osborne Rincon Cpas
Address
79245 CORPORATE CENTRE DRIVE, LA QUINTA, CA 92253
Preparer
Jason a Schneider CPA
Phone
7607779805
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

Description: grade fund. Amount: 37,094.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: grade fund expense. Amount: 51,093. Description: supplies. Amount: 2,350. Description: school equipment. Amount: 2,573. Description: admin expenses. Amount: 850. Description: pto art program. Amount: 22,718. Total to form 990-ez, line 16: 79,584.

Raw XML Appendix187 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MARGO STEENHARD
IRS990EZ/BooksInCareOfDetail/PhoneNum07607724130
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt042100 YUCCA LANE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BERMUDA DUNES
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MembershipDuesAmt01430
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesEOYAmt034939
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt053108
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt034939
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
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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
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MONIQUE CASTILLO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SHANTAY SILVA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARGO STEENHARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3AMANDA MOLINA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4VANESSA KOLOEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ASHLEY BERGMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4COMMUNICATIONS OFFICER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VOLUNTEER COORDINATOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt079584
IRS990EZ/OtherRevenueTotalAmt037094
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATIONAL SUPPORT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATIONAL SUPPORT
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt052563
IRS990EZ/SpecialEventsNetIncomeLossAmt021271
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt079884
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt061715
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.DSUSD.US
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03350
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01061
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01465
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02340
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt04431
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt012647
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt0110928
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt0113164
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt0105312
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt0110344
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt086615
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0526363
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0539010
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0114278
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IRS990ScheduleA/Total509Grp/TotalAmt0539010
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0114278
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0114225
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0106777
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0112684
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt091046
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0539010
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt026984
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUNDRAISING EVENTS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt041929
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt041929
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt041929
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt041929
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt014945
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt026984
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt026984
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: GRADE FUND. AMOUNT: 37,094.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: GRADE FUND EXPENSE. AMOUNT: 51,093. DESCRIPTION: SUPPLIES. AMOUNT: 2,350. DESCRIPTION: SCHOOL EQUIPMENT. AMOUNT: 2,573. DESCRIPTION: ADMIN EXPENSES. AMOUNT: 850. DESCRIPTION: PTO ART PROGRAM. AMOUNT: 22,718. TOTAL TO FORM 990-EZ, LINE 16: 79,584.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE 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/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARGO STEENHARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07607724130
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-12-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JAMES MONROE SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0JAME
ReturnHeader/Filer/EIN0330668047
ReturnHeader/Filer/PhoneNum07607724130
ReturnHeader/Filer/USAddress/AddressLine1Txt042100 YUCCA LANE
ReturnHeader/Filer/USAddress/CityNm0BERMUDA DUNES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092203
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId058DE406045240D4248A6B3A95B6E0C9C93E6B85D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07AEF076E4CFF60A94DC1B09F1F22942B040B90DE
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.104.9.75
ReturnHeader/FilingSecurityInformation/IPDt02019-12-18
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm014:23:00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330783299
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0OSBORNE RINCON CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt079245 CORPORATE CENTRE DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LA QUINTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092253
ReturnHeader/PreparerPersonGrp/PhoneNum07607779805
ReturnHeader/PreparerPersonGrp/PreparationDt02019-12-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JASON A SCHNEIDER CPA
ReturnHeader/ReturnTs02019-12-18T17:32:55-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$53.9$53.9$49.1$73.9$24.9
2023Detailed filing. Detailed filing data is available for this year.$78.8$78.8$56.5$29.9$26.6
2022Detailed filing. Detailed filing data is available for this year.$52.2$52.2$34.9$13.3$21.6
2021Detailed filing. Detailed filing data is available for this year.$30.6$30.6$10.6$14.7$4.05
2020Detailed filing. Detailed filing data is available for this year.$34.6$0.00$34.6$79.8$80.1$0.30
2019Detailed filing. Detailed filing data is available for this year.$34.9$0.00$34.9$61.7$79.9$18.2
2018Detailed filing. Detailed filing data is available for this year.$53.1$0.00$53.1$82.9$73.1$9.80
2017Detailed filing. Detailed filing data is available for this year.$43.3$0.00$43.3$74.6$73.0$1.60
2015Detailed filing. Detailed filing data is available for this year.$27.3$0.00$27.3$46.1$47.6$1.58
2014Detailed filing. Detailed filing data is available for this year.$28.8$0.00$28.8$40.4$42.2$1.80
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.6$0.00$30.6$62.6$56.8$5.75
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.9$0.00$24.9$41.2$31.9$9.29
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.6$0.00$15.6$32.3$30.7$1.64