Civic Intelligence

Monte Vista Elementary PTA

990EZ • Fiscal year 2018 • EIN 33-1060726

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 15, 2018

Organization Profilemontevistapta.com
37420 Via Mira MosaMurrieta, CA 92563

(951) 894-5085

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

69th percentile

13%

Higher net margin than 69% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

77th percentile

26%

Faster asset growth than 77% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

54th percentile

3.6%

Faster revenue growth than 54% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$34,111

Up $7,110 (+26%) from 2017

Net Assets

Up

$34,111

Up $7,110 (+26%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin69th percentile

Revenue

Up

$53,014

Up $1,822 (+3.6%) from 2017

Expenses

Down

$45,904

Down $24,287 (-35%) from 2017

Net Income

Up

$7,110

Up $26,109 (+137%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth77th percentile

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

$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

2018

Assets$34,111
Liabilities-
Net Assets$34,111
Open 2018 Filing

Operations Trend

Revenue Growth54th percentile

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$53,014
Expenses$45,904
Net Income$7,110
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 15, 2018
Return Version
2017v2.2
Gross Receipts
$98,694
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
MONTE VISTA PTA PROVIDES PROGRAMS FOR THE ENRICHMENT OF STUDENTS AT MONTE VISTA ELEMENTARY - SOME OF WHICH ARE YEARBOOKS, LIBRARY PROJECTS, MILITARY READING NIGHT, AND VALENTINE'S FOR VETS.$27,152-
EACH YEAR MONTE VISTA PTA PROVIDES FUNDS TO THE SCHOOL TO PAY FOR FIELD TRIPS AND SCHOOL IMPROVEMENT PROJECTS.$14,185-
ASSEMBLIES - MONTE VISTA ELEMENTARY PTA PROVIDES EDUCATIONAL ASSEMBLIES TO THE ENTIRE STUDENT BODY THROUGHOUT THE YEAR. SUBJECT MATTER INCLUDES BUT IS NOT LIMITED TO CHARACTER PILLARS, HEALTH & ANATOMY, ENVIRONMENT, DANCE, MUSIC & LITERATURE.$2,627-
EACH YEAR MONTE VISTA PTA PROVIDES AN AWARDS PROGRAM FOR TEACHERS.$600-
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
NICOLE GRUMKOSKISecretary-$0--
NATALIE BULLPresident-$0--
LAURA PLOECKELMANNTreasurer-$0--
DAWN PELLETIERVice President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising Events$79,557$79,557$44,935$34,622
Total Events$79,557$79,557$44,935$34,622
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
Natalie Bull
Title
President
Signed
2018-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Nottingham & Associates
Address
43460 RIDGE PARK DR STE 240, TEMECULA, CA 92590-3600
Preparer
Jody D Nottingham CPA
Phone
9512961698
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $449”

Other Expenses.1002

“Office Expenses $768”

Other Expenses.1012

“Insurance $428”

Other Expenses.1

“PROGRAM EXPENSE $14760”

Other Expenses.2

“FIELDTRIPS $14185”

Other Expenses.3

“MEMBERSHIP EXPENSE $3196”

Other Expenses.4

“SUPPLIES $2875”

Other Expenses.5

“Convention/leadership training $2732”

Other Expenses.6

“YEAR BOOK $2712”

Other Expenses.7

“ASSEMBLIES $2627”

Other Expenses.8

“Teacher appreciation $600”

Other Expenses.9

“BANK FEES $87”

Raw XML Appendix178 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/MadeLoansToFromOfficersInd0false
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1NATALIE BULL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LAURA PLOECKELMANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DAWN PELLETIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt045419
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PARENT TEACHER ASSOCIATION ORGANIZED TO SUPPORT THE ELEMENTARY SCHOOL PROGRAMS AND PROVIDE PROGRAMS FOR THE STUDENTS TO ENHANCE THEIR EDUCATIONAL EXPERIENCE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ASSEMBLIES - MONTE VISTA ELEMENTARY PTA PROVIDES EDUCATIONAL ASSEMBLIES TO THE ENTIRE STUDENT BODY THROUGHOUT THE YEAR. SUBJECT MATTER INCLUDES BUT IS NOT LIMITED TO CHARACTER PILLARS, HEALTH & ANATOMY, ENVIRONMENT, DANCE, MUSIC & LITERATURE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1EACH YEAR MONTE VISTA PTA PROVIDES FUNDS TO THE SCHOOL TO PAY FOR FIELD TRIPS AND SCHOOL IMPROVEMENT PROJECTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2EACH YEAR MONTE VISTA PTA PROVIDES AN AWARDS PROGRAM FOR TEACHERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3MONTE VISTA PTA PROVIDES PROGRAMS FOR THE ENRICHMENT OF STUDENTS AT MONTE VISTA ELEMENTARY - SOME OF WHICH ARE YEARBOOKS, LIBRARY PROJECTS, MILITARY READING NIGHT, AND VALENTINE'S FOR VETS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt02627
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt114185
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt2600
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt327152
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt045680
IRS990EZ/SpecialEventsNetIncomeLossAmt036514
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt045904
IRS990EZ/TotalProgramServiceExpensesAmt044564
IRS990EZ/TotalRevenueAmt053014
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0montevistapta.com
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0331060726
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt03359
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0MONTE VISTA ELEMENTARY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt03359
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt044935
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUNDRAISING EVENTS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt079557
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt079557
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt079557
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt079557
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt034622
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt044935
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt044935
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $449
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $768
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $428
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PROGRAM EXPENSE $14760
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FIELDTRIPS $14185
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MEMBERSHIP EXPENSE $3196
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SUPPLIES $2875
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7CONVENTION/LEADERSHIP TRAINING $2732
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8YEAR BOOK $2712
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9ASSEMBLIES $2627
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10TEACHER APPRECIATION $600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11BANK FEES $87
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.9
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NATALIE BULL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTE VISTA ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0331060726
ReturnHeader/Filer/PhoneNum09518945085
ReturnHeader/Filer/USAddress/AddressLine1Txt037420 VIA MIRA MOSA
ReturnHeader/Filer/USAddress/CityNm0MURRIETA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092563
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0202082681
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NOTTINGHAM & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt043460 RIDGE PARK DR STE 240
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TEMECULA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0925903600
ReturnHeader/PreparerPersonGrp/PhoneNum09512961698
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jody D Nottingham CPA
ReturnHeader/ReturnTs02018-11-15T10:56:08-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$34,111
Liabilities
-
Net assets
$34,111
Revenue
$53,014
Expenses
$45,904
Net income
$7,110
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