Civic Intelligence

Monterey Bay Charter School Parent Teacher Group Inc.

EIN 41-2165425 • 501(c)3 • Pacific Grove, CA

Pub. 78 Eligible

Profile

The mission is to support the monterey bay charter school, be a relevant resource for families and communities, and to be a strong advocate for the education and well-being of every child at the moneterey bay charter school.

1004-b David AvePacific Grove, CA 93950

n/A

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

74th percentile

20%

Higher net margin than 74% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

97th percentile

378%

Faster asset growth than 97% of similar nonprofits.

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

Revenue Growth

48th percentile

-4.3%

Faster revenue growth than 48% of similar nonprofits.

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

Assets

Up

$51,179

Up $40,478 (+378%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$51,179

Up $40,478 (+378%) from 2023

Revenue

Down

$200,191

Down $8,938 (-4.3%) from 2023

Expenses

Down

$159,713

Down $44,236 (-22%) from 2023

Net Income

Up

$40,478

Up $35,298 (+681%) from 2023

Trend Graphs

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $80,195Liabilities 2011: $64,650Net Assets 2011: $15,5452011Assets 2012: $67,956Liabilities 2012: $50,000Net Assets 2012: $17,9562012Assets 2013: $104,252Liabilities 2013: $72,111Net Assets 2013: $32,1412013Assets 2014: $98,648Liabilities 2014: $79,383Net Assets 2014: $19,2652014Assets 2015: $80,329Liabilities 2015: $29,383Net Assets 2015: $50,9462015Assets 2016: $48,079Liabilities 2016: $29,383Net Assets 2016: $18,6962016Assets 2017: $35,255Liabilities 2017: $29,383Net Assets 2017: $5,8722017Assets 2018: $105,802Liabilities 2018: $0Net Assets 2018: $105,8022018Assets 2019: $37,009Liabilities 2019: $29,183Net Assets 2019: $7,8262019Assets 2020: $8,894Liabilities 2020: $0Net Assets 2020: $8,8942020Assets 2021: $121,159Liabilities 2021: $0Net Assets 2021: $121,1592021Assets 2022: $5,521Liabilities 2022: $0Net Assets 2022: $5,5212022Assets 2023: $10,701Liabilities 2023: $0Net Assets 2023: $10,7012023Assets 2024: $51,179Liabilities 2024: $0Net Assets 2024: $51,1792024

Highlighted filing

2024

Assets$51,179
Liabilities$0
Net Assets$51,179

Operations Trend

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

$400K$200K$0-$200KRevenue 2011: $124,152Expenses 2011: $111,673Net Income 2011: $12,4792011Revenue 2012: $149,498Expenses 2012: $147,600Net Income 2012: $1,8982012Expenses 2013: $156,3912013Revenue 2014: $187,586Expenses 2014: $205,631Net Income 2014: -$18,0452014Revenue 2015: $203,041Expenses 2015: $221,316Net Income 2015: -$18,2752015Revenue 2016: $136,150Expenses 2016: $168,400Net Income 2016: -$32,2502016Revenue 2017: $173,707Expenses 2017: $186,531Net Income 2017: -$12,8242017Revenue 2018: $199,428Expenses 2018: $72,963Net Income 2018: $126,4652018Revenue 2019: $207,051Expenses 2019: $307,672Net Income 2019: -$100,6212019Revenue 2020: $115,281Expenses 2020: $114,213Net Income 2020: $1,0682020Revenue 2021: $130,169Expenses 2021: $17,904Net Income 2021: $112,2652021Revenue 2022: $170,302Expenses 2022: $285,938Net Income 2022: -$115,6362022Revenue 2023: $209,129Expenses 2023: $203,949Net Income 2023: $5,1802023Revenue 2024: $200,191Expenses 2024: $159,713Net Income 2024: $40,4782024

Highlighted filing

2024

Revenue$200,191
Expenses$159,713
Net Income$40,478

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$2.00$1.60$0.40
2023Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$2.09$2.04$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$1.70$2.86$1.16
2021Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$1.30$0.18$1.12
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.09$0.00$0.09$1.15$1.14$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.37$0.29$0.08$2.07$3.08$1.01
2018Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$1.99$0.73$1.26
2017Detailed filing. Detailed filing data is available for this year.$0.35$0.29$0.06$1.74$1.87$0.13
2016Detailed filing. Detailed filing data is available for this year.$0.48$0.29$0.19$1.36$1.68$0.32
2015Detailed filing. Detailed filing data is available for this year.$0.80$0.29$0.51$2.03$2.21$0.18
2014Detailed filing. Detailed filing data is available for this year.$0.99$0.79$0.19$1.88$2.06$0.18
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.04$0.72$0.32$1.56
2012Summary only. Only limited summary data is available for this year.$0.68$0.50$0.18$1.49$1.48$0.02
2011Summary only. Only limited summary data is available for this year.$0.80$0.65$0.16$1.24$1.12$0.12
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Feb 28, 2025
Return Version
2023v6.0
Gross Receipts
$214,509
Mission and Program Overview

Mission

The mission is to support the monterey bay charter school, be a relevant resource for families and communities, and to be a strong advocate for the education and well-being of every child at the moneterey bay charter school.

The organization provides financial and volunteer support for monterey bay charter school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$10,701$51,179▲ $40,478
Total Assets$10,701$51,179▲ $40,478
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$10,701$51,179▲ $40,478
Total Net Assets Fund Balance$10,701$51,179▲ $40,478
Total Liabilities and Net Assets / Fund Balance$10,701$51,179▲ $40,478
Compensation and Service Providers

Board Members and Trustees

NameTitle
Elizabeth HammondBoard Member
Shelly PrebulaBoard Member
Germaine NgDirector
Shannon ConnerSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$165,905
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$34,286
All Other Contributions
$165,905
Change in Net Assets
$40,478
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$119,340
Other Expenses$40,373
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$119,340--$119,340
Advertising$18,328--$18,328
Other Expenses$1,447$362-$1,809
Total Functional Expenses$155,304$4,409$0$159,713
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Monterey Bay Charter SchoolPacific Grove, CA509(c)(3)Working Capital$119,340
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$48,604
Fundraising Direct Expenses$14,318
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring Auction$36,104$36,104$4,638$31,466
Spring Faire$12,500$12,500$500$12,000
Total Events$48,604$48,604$14,318$34,286
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

The organization does not have any sub committees with authority to act on its behalf.

Form 990, Part VI, Section B, Line 11B

990 is reviewed by administration (director and business manager) in detail. 990 is presented to the board of directors at a regular, open board meeting.

Form 990, Part VI, Section B, Line 12C

Conflict of interest policy is signed and agreed to at the annual meeting of the board. Board members are trained by an outside source regarding how to comply with the policy. Board chair and director ensure policy is followed. Form 700 are completed.

Form 990, Part VI, Section C, Line 19

All documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Monterey Bay Charter School Parent Teach
EIN
41-2165425
Phone
8316554638
Address
1004-B DAVID AVE, PACIFIC GROVE, CA 93950

Signing Officer

Name
Jessica Hastings-guzzi
Title
Executive Director
Phone
8316554638
Signed
2025-02-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jessica Hastings-guzzi
Formed
2004
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
1,000

Preparer

Firm
Eide Bailly Llp
Address
10681 FOOTHILL BLVD STE 300, RANCHO CUCAMONGA, CA 91730-3831
Preparer
Catherine L Gray CPA
Phone
9094664410
Raw XML Appendix380 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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IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DOES NOT HAVE ANY SUB COMMITTEES WITH AUTHORITY TO ACT ON ITS BEHALF.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1990 IS REVIEWED BY ADMINISTRATION (DIRECTOR AND BUSINESS MANAGER) IN DETAIL. 990 IS PRESENTED TO THE BOARD OF DIRECTORS AT A REGULAR, OPEN BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CONFLICT OF INTEREST POLICY IS SIGNED AND AGREED TO AT THE ANNUAL MEETING OF THE BOARD. BOARD MEMBERS ARE TRAINED BY AN OUTSIDE SOURCE REGARDING HOW TO COMPLY WITH THE POLICY. BOARD CHAIR AND DIRECTOR ENSURE POLICY IS FOLLOWED. FORM 700 ARE COMPLETED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0MONTEREY BAY CHARTER SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0261729713
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CHARTER SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 2
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01004 DAVID AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0PACIFIC GROVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd093950
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0MONTEREY BAY CHARTER SCHOOL
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt010701
IRS990/TotalAssetsEOYAmt051179
IRS990/TotalAssetsGrp/BOYAmt010701
IRS990/TotalAssetsGrp/EOYAmt051179
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0165905
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04409
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0155304
IRS990/TotalFunctionalExpensesGrp/TotalAmt0159713
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt010701
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt051179
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0155304
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt034286
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0200191
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt01000
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt010701
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt051179
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01004-B DAVID AVE
IRS990/USAddress/CityNm0PACIFIC GROVE
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd093950
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JESSICA HASTINGS-GUZZI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08316554638
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTEREY BAY CHARTER SCHOOL PARENT TEACH
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0412165425
ReturnHeader/Filer/PhoneNum08316554638
ReturnHeader/Filer/USAddress/AddressLine1Txt01004-B DAVID AVE
ReturnHeader/Filer/USAddress/CityNm0PACIFIC GROVE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093950
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0450250958
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EIDE BAILLY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010681 FOOTHILL BLVD STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RANCHO CUCAMONGA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0917303831
ReturnHeader/PreparerPersonGrp/PhoneNum09094664410
ReturnHeader/PreparerPersonGrp/PreparationDt02025-02-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CATHERINE L GRAY CPA
ReturnHeader/ReturnTs02025-03-06T17:27:59-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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