Civic Intelligence

Monte Vista Elementary PTA

990EZ • Fiscal year 2022 • EIN 33-1060726

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 14, 2022

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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

19th percentile

-20%

Higher net margin than 19% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

19th percentile

-25%

Faster asset growth than 19% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

92nd percentile

237%

Faster revenue growth than 92% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$41,791

Down $14,186 (-25%) from 2021

Net Assets

Down

$41,791

Down $14,186 (-25%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$70,292

Up $49,423 (+237%) from 2021

Expenses

Up

$84,479

Up $63,250 (+298%) from 2021

Net Income

Down

-$14,187

Down $13,827 (-3841%) from 2021

Historical Trend

Balance Sheet Trend

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

2022

Assets$41,791
Liabilities-
Net Assets$41,791

Operations Trend

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

2022

Revenue$70,292
Expenses$84,479
Net Income-$14,187
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 14, 2022
Return Version
2021v4.0
Gross Receipts
$98,977
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.-$59,349
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.-$22,788
EACH YEAR MONTE VISTA PTA PROVIDES AN AWARDS PROGRAM FOR TEACHERS.-$671
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER MUELOTPresident-$0--
LAURA GIANCOLATreasurer-$0--
NICOLE CROGANSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising Events$83,500$83,500$28,685$54,815
Total Events$83,500$83,500$28,685$54,815
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
Jennifer Muelot
Title
President
Signed
2022-11-14
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Other Expenses.1012

Insurance $258

Other Expenses.1

PROGRAM EXPENSE $82137

Other Expenses.2

Teacher appreciation $671

Other Expenses.3

MEMBERSHIP EXPENSE $324

Other Expenses.4

Office supplies/postage $285

Other Expenses.5

ASSESSMENT FEES $200

Other Expenses.6

TEAM BUILDING $100

Other Expenses.7

BANK CHARGES $36

Other Expenses.8

TAXES AND FEES $8

Raw XML Appendix172 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/BooksInCareOfDetail/USAddress/CityNm0TEMECULA
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IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LAURA GIANCOLA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2NICOLE CROGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt01
IRS990EZ/OtherExpensesTotalAmt084019
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/DescriptionProgramSrvcAccomTxt0EACH YEAR MONTE VISTA PTA PROVIDES FUNDS TO THE SCHOOL TO PAY FOR FIELD TRIPS AND SCHOOL IMPROVEMENT PROJECTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1EACH YEAR MONTE VISTA PTA PROVIDES AN AWARDS PROGRAM FOR TEACHERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2MONTE 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt059349
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1671
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt222788
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt028685
IRS990EZ/SpecialEventsNetIncomeLossAmt054815
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt084479
IRS990EZ/TotalProgramServiceExpensesAmt082808
IRS990EZ/TotalRevenueAmt070292
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0montevistapta.com
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
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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/SupportAmt048031
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0MONTE VISTA ELEMENTARY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt048031
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt028685
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUNDRAISING EVENTS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt083500
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt083500
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt083500
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt083500
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt054815
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt028685
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt028685
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $258
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PROGRAM EXPENSE $82137
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TEACHER APPRECIATION $671
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MEMBERSHIP EXPENSE $324
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OFFICE SUPPLIES/POSTAGE $285
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ASSESSMENT FEES $200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TEAM BUILDING $100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7BANK CHARGES $36
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8TAXES AND FEES $8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER MUELOT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-14
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/ZIPCd092590
ReturnHeader/PreparerPersonGrp/PhoneNum09512961698
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JODY NOTTINGHAM
ReturnHeader/ReturnTs02022-11-14T17:28:31-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JENNIFER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MUELOT
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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