Civic Intelligence

Monte Vista Elementary PTA

990EZ • Fiscal year 2024 • EIN 33-1060726

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 12, 2024

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

25th percentile

-12%

Higher net margin than 25% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

26th percentile

-17%

Faster asset growth than 26% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

67th percentile

18%

Faster revenue growth than 67% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$31,706

Down $6,495 (-17%) from 2023

Net Assets

Down

$31,706

Down $6,495 (-17%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$56,446

Up $8,675 (+18%) from 2023

Expenses

Up

$62,940

Up $11,579 (+23%) from 2023

Net Income

Down

-$6,494

Down $2,904 (-81%) from 2023

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

2024

Assets$31,706
Liabilities-
Net Assets$31,706

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

2024

Revenue$56,446
Expenses$62,940
Net Income-$6,494
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 12, 2024
Return Version
2023v5.1
Gross Receipts
$90,400
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.-$35,475
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.-$5,034
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MEGAN KINGVP Ways/Means-$0--
DAVINA SANCHEZVP Programs-$0--
JENNIFER MUELOTPresident-$0--
LAUREN FARNSWORTHVP Memberships-$0--
LAURA GIANCOLATreasurer-$0--
NICOLE CROGANSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising Events$82,726$82,726$33,954$48,772
Total Events$82,726$82,726$33,954$48,772
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
2024-11-12
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Other Expenses.1012

Insurance $282

Other Expenses.1

PROGRAM EXPENSE $55076

Other Expenses.2

CONVENTION/TRAING $4194

Other Expenses.3

Office supplies/postage $1248

Other Expenses.4

MEMBERSHIP EXPENSE $1057

Other Expenses.5

BANK CHARGES $368

Other Expenses.6

ASSESSMENT FEES $200

Other Expenses.7

TAXES AND FEES $25

Raw XML Appendix175 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/OfficerDirectorTrusteeEmplGrp/PersonNm0MEGAN KING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAVINA SANCHEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JENNIFER MUELOT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LAUREN FARNSWORTH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LAURA GIANCOLA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5NICOLE CROGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VP WAYS/MEANS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP PROGRAMS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP MEMBERSHIPS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-1
IRS990EZ/OtherExpensesTotalAmt062450
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
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IRS990EZ/PrimaryExemptPurposeTxt0PARENT TEACHER ASSOCIATION ORGANIZED TO SUPPORT THE ELEMENTARY SCHOOL PROGRAMS AND PROVIDE PROGRAMS FOR THE STUDENTS TO ENHANCE THEIR EDUCATIONAL EXPERIENCE.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1MONTE 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/ProgramServiceExpensesAmt035475
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15034
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/TypeOfOrganizationOtherInd0X
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IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0331060726
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt012454
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0MONTE VISTA ELEMENTARY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt012454
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt033954
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUNDRAISING EVENTS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt082726
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt082726
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt033954
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt033954
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $282
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PROGRAM EXPENSE $55076
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CONVENTION/TRAING $4194
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OFFICE SUPPLIES/POSTAGE $1248
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MEMBERSHIP EXPENSE $1057
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BANK CHARGES $368
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ASSESSMENT FEES $200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7TAXES AND FEES $25
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
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER MUELOT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-12
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/IRSResponsiblePrtyInfoCurrInd0true
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 D NOTTINGHAM CPA
ReturnHeader/ReturnTs02024-11-12T17:08:54-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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Filings