Civic Intelligence

Monte Vista Elementary PTA

EIN 33-1060726 • 501(c)3 • Murrieta, CA

Profile

Parent teacher association organized to support the elementary school programs and provide programs for the students to enhance their educational experience.

37420 Via Mira MosaMurrieta, CA 92563

montevistapta.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

57th percentile

5.3%

Higher net margin than 57% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

45th percentile

-4.4%

Faster asset growth than 45% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2025

Revenue Growth

67th percentile

13%

Faster revenue growth than 67% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$34,944

Up $3,238 (+10%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$34,944

Up $3,238 (+10%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin57th percentile

Revenue

Up

$61,402

Up $4,956 (+8.8%) from 2024

Expenses

Down

$58,165

Down $4,775 (-7.6%) from 2024

Net Income

Up

$3,237

Up $9,731 (+150%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth45th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2013: $21,514Net Assets 2013: $21,5142013Assets 2014: $27,435Net Assets 2014: $27,4352014Assets 2015: $32,544Net Assets 2015: $32,5442015Assets 2016: $45,999Net Assets 2016: $45,9992016Assets 2017: $27,001Net Assets 2017: $27,0012017Assets 2018: $34,111Net Assets 2018: $34,1112018Assets 2019: $35,273Net Assets 2019: $35,2732019Assets 2020: $56,337Net Assets 2020: $56,3372020Assets 2021: $55,977Net Assets 2021: $55,9772021Assets 2022: $41,791Net Assets 2022: $41,7912022Assets 2023: $38,201Net Assets 2023: $38,2012023Assets 2024: $31,706Net Assets 2024: $31,7062024Assets 2025: $34,944Net Assets 2025: $34,9442025

Highlighted filing

2025

Assets$34,944
Liabilities-
Net Assets$34,944
Open 2025 Filing

Operations Trend

Revenue Growth67th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2013: $34,112Expenses 2013: $42,560Net Income 2013: -$8,4482013Revenue 2014: $34,929Expenses 2014: $29,008Net Income 2014: $5,9212014Revenue 2015: $38,743Expenses 2015: $33,686Net Income 2015: $5,0572015Revenue 2016: $76,498Expenses 2016: $63,043Net Income 2016: $13,4552016Revenue 2017: $51,192Expenses 2017: $70,191Net Income 2017: -$18,9992017Revenue 2018: $53,014Expenses 2018: $45,904Net Income 2018: $7,1102018Revenue 2019: $48,267Expenses 2019: $47,105Net Income 2019: $1,1622019Revenue 2020: $58,707Expenses 2020: $37,643Net Income 2020: $21,0642020Revenue 2021: $20,869Expenses 2021: $21,229Net Income 2021: -$3602021Revenue 2022: $70,292Expenses 2022: $84,479Net Income 2022: -$14,1872022Revenue 2023: $47,771Expenses 2023: $51,361Net Income 2023: -$3,5902023Revenue 2024: $56,446Expenses 2024: $62,940Net Income 2024: -$6,4942024Revenue 2025: $61,402Expenses 2025: $58,165Net Income 2025: $3,2372025

Highlighted filing

2025

Revenue$61,402
Expenses$58,165
Net Income$3,237
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$34,944
Liabilities
-
Net assets
$34,944
Revenue
$61,402
Expenses
$58,165
Net income
$3,237
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$34.9$34.9$61.4$58.2$3.24
2024Detailed filing. Detailed filing data is available for this year.$31.7$31.7$56.4$62.9$6.49
2023Detailed filing. Detailed filing data is available for this year.$38.2$38.2$47.8$51.4$3.59
2022Detailed filing. Detailed filing data is available for this year.$41.8$41.8$70.3$84.5$14.2
2021Detailed filing. Detailed filing data is available for this year.$56.0$56.0$20.9$21.2$0.36
2020Detailed filing. Detailed filing data is available for this year.$56.3$56.3$58.7$37.6$21.1
2019Detailed filing. Detailed filing data is available for this year.$35.3$35.3$48.3$47.1$1.16
2018Detailed filing. Detailed filing data is available for this year.$34.1$34.1$53.0$45.9$7.11
2017Detailed filing. Detailed filing data is available for this year.$27.0$27.0$51.2$70.2$19.0
2016Detailed filing. Detailed filing data is available for this year.$46.0$46.0$76.5$63.0$13.5
2015Detailed filing. Detailed filing data is available for this year.$32.5$32.5$38.7$33.7$5.06
2014Detailed filing. Detailed filing data is available for this year.$27.4$27.4$34.9$29.0$5.92
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.5$21.5$34.1$42.6$8.45
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 3, 2025
Return Version
2024v5.2
Gross Receipts
$94,931
Mission and Program Overview

Mission

Parent teacher association organized to support the elementary school programs and provide programs for the students to enhance their educational experience.

Program Services

DescriptionGrantsExpenses
EACH YEAR MONTE VISTA PTA PROVIDES FUNDS TO THE SCHOOL TO PAY FOR FIELD TRIPS AND SCHOOL IMPROVEMENT PROJECTS AND CLASSROOM SUPPLIES.-$53,749
MONTE VISTA PTA PROVIDES PROGRAMS FOR THE ENRICHMENT OF STUDENTS AT MONTE VISTA ELEMENTARY - SOME OF WHICH ARE LIBRARY PROJECTS, PLAYGROUND EQUIPMENT, ASSEMBLIES, PARENT/STUDENT EVENTS.--
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MEGAN KINGWays/Means-$0--
JENNIFER DULANEYExec VP-$0--
JENNIFER MUELOTVP Programs-$0--
LAUREN FARNSWORTHTreasurer-$0--
KRISTEN STOTTSPresident-$0--
KRISTA ANDERSONSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising Events$83,889$83,889$33,529$50,360
Total Events$83,889$83,889$33,529$50,360
Filing and Contact Details

Filer

Filer Name
Monte Vista Elementary Pta
EIN
33-1060726
Phone
9518945085
Address
37420 VIA MIRA MOSA, MURRIETA, CA 92563

Signing Officer

Name
Kristen Stotts
Title
President
Signed
2025-11-03
Discuss with paid preparer
Yes

Preparer

Firm
Nottingham & Associates
Address
43460 RIDGE PARK DR STE 240, TEMECULA, CA 92590
Preparer
Jody D Nottingham
Phone
9512961698
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $185”

Other Expenses.1012

“Insurance $288”

Other Expenses.1

“FIELD TRIPS $24177”

Other Expenses.2

“PROGRAM EXPENSE $11612”

Other Expenses.3

“CLASSROOM SUPPLIES $8382”

Other Expenses.4

“School improvements $3500”

Other Expenses.5

“MEMBERSHIP EXPENSE $2600”

Other Expenses.6

“ASSEMBLIES $2500”

Other Expenses.7

“STAFF APPRECIATION $1720”

Other Expenses.8

“Library improvement $1000”

Other Expenses.9

“SCHOLARSHIPS $750”

Other Expenses.10

“TAXES AND FEES $560”

Other Expenses.11

“Office supplies/postage $523”

Other Expenses.12

“ASSESSMENT FEES $200”

Other Expenses.13

“Health & safety programs $108”

Other Expenses.14

“BANK CHARGES $60”

Raw XML Appendix188 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.

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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt053749
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IRS990ScheduleA/OtherSupportSumAmt012883
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
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IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUNDRAISING EVENTS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt083889
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-03
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ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0331060726
ReturnHeader/Filer/PhoneNum09518945085
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ReturnHeader/ReturnTs02025-11-03T11:59:50-08:00
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ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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