Civic Intelligence

South Carolina Congress of Parents and Teachers

990 • Fiscal year 2023 • EIN 45-5171398

Jul 01, 2022 to Jun 30, 2023 • Filed on Dec 14, 2023

Organization ProfileWWW.MONARCHPTA.ORG
224 Five Forks RoadSimpsonville, SC 29681

(864) 452-0619

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$111,129

Up $25,276 (+29%) from 2022

Net Assets

Up

$111,129

Up $25,276 (+29%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses

Revenue

Up

$117,077

Up $22,864 (+24%) from 2022

Expenses

Up

$91,801

Up $47,435 (+107%) from 2022

Net Income

Down

$25,276

Down $24,571 (-49%) from 2022

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2014: $38,669Liabilities 2014: $02014Assets 2015: $31,508Liabilities 2015: $02015Assets 2016: $21,869Liabilities 2016: $0Net Assets 2016: $21,8692016Assets 2017: $50,528Liabilities 2017: $0Net Assets 2017: $50,5282017Assets 2018: $49,267Liabilities 2018: $0Net Assets 2018: $49,2672018Assets 2019: $88,354Liabilities 2019: $0Net Assets 2019: $88,3542019Assets 2020: $52,852Liabilities 2020: $3,825Net Assets 2020: $49,0272020Assets 2021: $36,006Liabilities 2021: $0Net Assets 2021: $36,0062021Assets 2022: $85,853Liabilities 2022: $0Net Assets 2022: $85,8532022Assets 2023: $111,129Liabilities 2023: $0Net Assets 2023: $111,1292023Assets 2024: $84,863Liabilities 2024: $0Net Assets 2024: $84,8632024Assets 2025: $33,912Liabilities 2025: $0Net Assets 2025: $33,9122025

Highlighted filing

2023

Assets$111,129
Liabilities$0
Net Assets$111,129
Open 2023 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100KRevenue 2014: $134,043Expenses 2014: $161,447Net Income 2014: -$27,4042014Revenue 2015: $178,242Expenses 2015: $183,615Net Income 2015: -$5,3732015Revenue 2016: $113,550Expenses 2016: $123,189Net Income 2016: -$9,6392016Revenue 2017: $103,962Expenses 2017: $75,303Net Income 2017: $28,6592017Revenue 2018: $107,632Expenses 2018: $108,893Net Income 2018: -$1,2612018Revenue 2019: $103,579Expenses 2019: $64,512Net Income 2019: $39,0672019Revenue 2020: $80,966Expenses 2020: $120,293Net Income 2020: -$39,3272020Revenue 2021: $39,964Expenses 2021: $52,985Net Income 2021: -$13,0212021Revenue 2022: $94,213Expenses 2022: $44,366Net Income 2022: $49,8472022Revenue 2023: $117,077Expenses 2023: $91,801Net Income 2023: $25,2762023Revenue 2024: $133,302Expenses 2024: $159,568Net Income 2024: -$26,2662024Revenue 2025: $92,389Expenses 2025: $143,340Net Income 2025: -$50,9512025

Highlighted filing

2023

Revenue$117,077
Expenses$91,801
Net Income$25,276
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Dec 14, 2023
Return Version
2022v5.0
Gross Receipts
$217,088
Mission and Program Overview

Mission

To provide support to the students and faculty of monarch elementary in their pursuit of education and the arts.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$85,853$111,129▲ $25,276
Rtn Earn Endowment Incm Other Fnds$85,853$111,129▲ $25,276
Total Assets$85,853$111,129▲ $25,276
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$85,853$111,129▲ $25,276
Total Liabilities and Net Assets / Fund Balance$85,853$111,129▲ $25,276
Compensation and Service Providers

Board Members and Trustees

NameTitle
Mimi WilliamsPresident
Alison BergSecretary
Bill StewartTreasurer
Stephanie FranklinVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$9,215
Program Service Revenue
$14,836
Investment Income
$114
Other Revenue
$92,912
All Other Contributions
$9,215
Change in Net Assets
$25,276
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$91,801
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$86,257$5,544-$91,801
Total Functional Expenses$86,257$5,544$0$91,801
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$184,741
Fundraising Direct Expenses$96,779
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$101,659$101,659$56,289$45,370
Carnival$45,247$45,247$25,402$19,845
Total Events$164,933$164,933$90,026$74,907
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
Backup withholding compliance
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“Governing documents disclosure explanation: financial statements are presented at monthly ptsa board meetings & quarterly general membership ptsa meetings. Bylaws, 990 forms and other financial forms are maintained in treasurer's files.”

Filing and Contact Details

Filer

Filer Name
Monarch Elementary Pta
EIN
45-5171398
Phone
8644520619
Address
224 FIVE FORKS ROAD, SIMPSONVILLE, SC 29681

Signing Officer

Name
Bill Stewart
Title
Treasurer
Phone
8644520619
Signed
2023-12-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bill Stewart
Formed
2012
Legal Domicile
Sc
Voting Board Members
875
Independent Board Members
0
Employees
0
Volunteers
61

Preparer

Firm
Upstate Professional CPA Services LLC
Address
PO BOX 432, GREER, SC 29652
Preparer
Timothy J Moxie CPA
Phone
8648779022
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“PROGRAM SERVICE REVENUE”

Form 990, Part IX, Line 11G

“Pta dues 0 2,344 0 professional fees 0 500 0 insurance 0 445 0 administrative supplies 0 514 0 curriculum & classroom suppor 20,109 0 0 student development 32,342 0 0 faculty & support 33,806 0 0 bank charges 0 80 0 advertising 0 750 0 misc office 0 500 0 friends of monarch 0 411 0 total 86,257 5,544 0”

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROGRAM SERVICE REVENUE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS DISCLOSURE EXPLANATION: FINANCIAL STATEMENTS ARE PRESENTED AT MONTHLY PTSA BOARD MEETINGS & QUARTERLY GENERAL MEMBERSHIP PTSA MEETINGS. BYLAWS, 990 FORMS AND OTHER FINANCIAL FORMS ARE MAINTAINED IN TREASURER'S FILES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PTA DUES 0 2,344 0 PROFESSIONAL FEES 0 500 0 INSURANCE 0 445 0 ADMINISTRATIVE SUPPLIES 0 514 0 CURRICULUM & CLASSROOM SUPPOR 20,109 0 0 STUDENT DEVELOPMENT 32,342 0 0 FACULTY & SUPPORT 33,806 0 0 BANK CHARGES 0 80 0 ADVERTISING 0 750 0 MISC OFFICE 0 500 0 FRIENDS OF MONARCH 0 411 0 TOTAL 86,257 5,544 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
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ReturnHeader/BusinessOfficerGrp/PhoneNum08644520619
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-12-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONARCH ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0MONA
ReturnHeader/Filer/EIN0455171398
ReturnHeader/Filer/PhoneNum08644520619
ReturnHeader/Filer/USAddress/AddressLine1Txt0224 FIVE FORKS ROAD
ReturnHeader/Filer/USAddress/CityNm0SIMPSONVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029681
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0473262158
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0UPSTATE PROFESSIONAL CPA SERVICES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 432
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd029652
ReturnHeader/PreparerPersonGrp/PhoneNum08648779022
ReturnHeader/PreparerPersonGrp/PreparationDt02023-12-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIMOTHY J MOXIE CPA
ReturnHeader/ReturnTs02023-12-21T11:54:45-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BILL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STEWART
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$111,129
Liabilities
$0
Net assets
$111,129
Revenue
$117,077
Expenses
$91,801
Net income
$25,276
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.92$1.43$0.51
2024Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$1.33$1.60$0.26
2023Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$1.17$0.92$0.25
2022Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.94$0.44$0.50
2021Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.40$0.53$0.13
2020Detailed filing. Detailed filing data is available for this year.$0.53$0.04$0.49$0.81$1.20$0.39
2019Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$1.04$0.65$0.39
2018Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$1.08$1.09$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$1.04$0.75$0.29
2016Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$1.14$1.23$0.10
2015Summary only. Only limited summary data is available for this year.$0.32$0.00$1.78$1.84$0.05
2014Summary only. Only limited summary data is available for this year.$0.39$0.00$1.34$1.61$0.27