Civic Intelligence

James Monroe School Parent Teacher Organization

990EZ • Fiscal year 2021 • EIN 33-0668047

Jul 01, 2020 to Jun 30, 2021 • Filed on Feb 22, 2022

Organization ProfileN/A
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

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

13th percentile

-38%

Higher net margin than 13% 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

24th percentile

-12%

Faster asset growth than 24% of similar nonprofits.

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

Revenue Growth

6th percentile

-87%

Faster revenue growth than 6% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$30,596

Down $4,045 (-12%) from 2020

Net Assets

Down

$30,596

Down $4,045 (-12%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin13th percentile

Revenue

Down

$10,641

Down $69,196 (-87%) from 2020

Expenses

Down

$14,686

Down $65,449 (-82%) from 2020

Net Income

Down

-$4,045

Down $3,747 (-1257%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

2021

Assets$30,596
Liabilities-
Net Assets$30,596
Open 2021 Filing

Operations Trend

Revenue Growth6th percentile

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

2021

Revenue$10,641
Expenses$14,686
Net Income-$4,045
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Feb 22, 2022
Return Version
2020v4.0
Gross Receipts
$17,863
Mission and Program Overview

Mission

EDUCATIONAL SUPPORT

Program Services

DescriptionGrantsExpenses
EDUCATIONAL SUPPORT-$13,814
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHANTAY SILVA-BARAGANPresidentPT$0--
CRYSTAL PENAVice PresidePT$0--
MARGO STEENHARDTreasurerPT$0--
VANESSA KOLOENComm OfficerPT$0--
STEPHANIE SMITHVolunteer CoPT$0--
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
2022-02-22

Preparer

Firm
Cgc-mroz Accountants and Advisors
Address
73733 FRED WARING DR STE 105, PALM DESERT, CA 92260
Preparer
Jason Schneider
Phone
7603452570
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Grade fund income 10,729 total 10,729”

Form 990-ez, Part I, Line 16

“Expenses grade fund epenses 10,679 supplies 523 admin expenses 572 art program 2,612 total 14,386”

Raw XML Appendix149 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0SHANTAY SILVABARAGAN
CompensationExplanation/CompensationExplanationGrp/PersonNm1CRYSTAL PENA
CompensationExplanation/CompensationExplanationGrp/PersonNm2MARGO STEENHARD
CompensationExplanation/CompensationExplanationGrp/PersonNm3VANESSA KOLOEN
CompensationExplanation/CompensationExplanationGrp/PersonNm4STEPHANIE SMITH
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0MARGO STEENHARD
IRS990EZ/BooksInCareOfDetail/PhoneNum07607724130
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt042100 YUCCA LANE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BERMUDA DUNES
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092203
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt034641
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt030596
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0204
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4045
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0300
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt034641
IRS990EZ/Form990TotalAssetsGrp/EOYAmt030596
IRS990EZ/FundraisingGrossIncomeAmt06515
IRS990EZ/GrossReceiptsAmt017863
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0415
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt034641
IRS990EZ/NetAssetsOrFundBalancesEOYAmt030596
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt034641
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt030596
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SHANTAY SILVA-BARAGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CRYSTAL PENA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARGO STEENHARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3VANESSA KOLOEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4STEPHANIE SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3COMM OFFICER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VOLUNTEER CO
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt014386
IRS990EZ/OtherRevenueTotalAmt010729
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATIONAL SUPPORT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATIONAL SUPPORT
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt013814
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt07222
IRS990EZ/SpecialEventsNetIncomeLossAmt0-707
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt014686
IRS990EZ/TotalProgramServiceExpensesAmt013814
IRS990EZ/TotalRevenueAmt010641
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0204
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02139
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03350
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01061
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01465
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt08219
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt017659
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt017659
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt0117194
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt0110928
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt0113164
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt0105312
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0446598
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0472476
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt017863
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0119333
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0114278
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0114225
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0106777
IRS990ScheduleA/Total509Grp/TotalAmt0472476
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt017863
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0119333
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0114278
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0114225
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0106777
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0472476
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GRADE FUND INCOME 10,729 TOTAL 10,729
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES GRADE FUND EPENSES 10,679 SUPPLIES 523 ADMIN EXPENSES 572 ART PROGRAM 2,612 TOTAL 14,386
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MARGO STEENHARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07607724130
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-02-22
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/PreparerFirmGrp/PreparerFirmEIN0820625147
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CGC-MROZ ACCOUNTANTS AND ADVISORS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt073733 FRED WARING DR STE 105
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PALM DESERT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092260
ReturnHeader/PreparerPersonGrp/PhoneNum07603452570
ReturnHeader/PreparerPersonGrp/PreparationDt02022-02-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JASON SCHNEIDER
ReturnHeader/ReturnTs02022-02-23T18:30:49-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARGO
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STEENHARD
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
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
$30,596
Liabilities
-
Net assets
$30,596
Revenue
$10,641
Expenses
$14,686
Net income
-$4,045
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