Civic Intelligence

Monroe Road Elementary PTO

EIN 82-4459578 • 501(c)3 • Lambertville, MI

Pub. 78 Eligible990-N Coverage

Profile

To provide support and assistance

7979 Monroe RoadLambertville, MI 48144
Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

41st percentile

-2.0%

Higher net margin than 41% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

44th percentile

-5.3%

Faster asset growth than 44% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

49th percentile

-1.5%

Faster revenue growth than 49% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$85,317

Down $4,781 (-5.3%) from 2024

Liabilities

Down

$0

Down $3,445 (-100%) from 2024

Net Assets

Down

$85,317

Down $1,336 (-1.5%) from 2024

Operations
Liabilities / Revenue61st percentileNet Margin41st percentile

Revenue

Down

$65,988

Down $971 (-1.5%) from 2024

Expenses

Up

$67,324

Up $2,190 (+3.4%) from 2024

Net Income

Down

-$1,336

Down $3,161 (-173%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth44th percentile

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

$100K$50K$0Assets 2019: $45,089Liabilities 2019: $0Net Assets 2019: $45,0892019Assets 2022: $87,227Liabilities 2022: $0Net Assets 2022: $87,2272022Assets 2023: $84,828Liabilities 2023: $0Net Assets 2023: $84,8282023Assets 2024: $90,098Liabilities 2024: $3,445Net Assets 2024: $86,6532024Assets 2025: $85,317Liabilities 2025: $0Net Assets 2025: $85,3172025

Highlighted filing

2025

Assets$85,317
Liabilities$0
Net Assets$85,317
Open 2025 Filing

Operations Trend

Revenue Growth49th percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2019: $66,242Expenses 2019: $59,009Net Income 2019: $7,2332019Revenue 2022: $57,953Expenses 2022: $36,968Net Income 2022: $20,9852022Revenue 2023: $67,520Expenses 2023: $69,919Net Income 2023: -$2,3992023Revenue 2024: $66,959Expenses 2024: $65,134Net Income 2024: $1,8252024Revenue 2025: $65,988Expenses 2025: $67,324Net Income 2025: -$1,3362025

Highlighted filing

2025

Revenue$65,988
Expenses$67,324
Net Income-$1,336
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$85,317
Liabilities
$0
Net assets
$85,317
Revenue
$65,988
Expenses
$67,324
Net income
-$1,336
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$85.3$0.00$85.3$66.0$67.3$1.34
2024Detailed filing. Detailed filing data is available for this year.$90.1$3.45$86.7$67.0$65.1$1.83
2023Detailed filing. Detailed filing data is available for this year.$84.8$0.00$84.8$67.5$69.9$2.40
2022Detailed filing. Detailed filing data is available for this year.$87.2$0.00$87.2$58.0$37.0$21.0
2019Detailed filing. Detailed filing data is available for this year.$45.1$0.00$45.1$66.2$59.0$7.23
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$65,988
Mission and Program Overview

Mission

To provide support and assistance

Program Services

DescriptionGrantsExpenses
TO PROVIDE SUPPORT AND ASSISTANCE TO STUDENTS AND TEACHERS AT MONROE ROAD ELEMENTARY SCHOOL, BEDFORD TOWNSHIP, LAMBERTVILLE, MI-$0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KRISTEN CONRADPresidentPT$0--
NICOLE MARKWOODVice PresidentPT$0--
SHERRIE MCCORMICKTreasurerPT$0--
KRISTA DRESSELSecretaryPT$0--
SARAH SHINAVERTeacher RepPT$0--
Filing and Contact Details

Filer

Filer Name
Monroe Road Elementary Pto
EIN
82-4459578
In Care Of
% KRISTEN CONRAD
Phone
7348506000
Address
7979 MONROE ROAD, LAMBERTVILLE, MI 48144

Signing Officer

Name
Kristen Conrad
Title
Treasurer
Phone
7348542926
Signed
2025-11-17
Discuss with paid preparer
Yes

Preparer

Firm
Collins Accounting and Tax Service
Address
3352 Dean Road, Lambertville, MI 48144
Preparer
Laura Collins Ea
Phone
7348542926
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountadministration 376administration prof day 84assemblies 1,100author day 700beautification 110bingo night 742book fair 9,353child care 20enrichment programs 2,324field trips-all grades 8,274fifth grade breakfast-rec 1,934fifth grade camp support 2,716fun run 4,503health and safety 200hospitality 17insurance 255magazines 4,744mid year bounce house 1,332mule bucks 3,026outdoor resources 236pbis program 4,600pop tab pizza party 73pto snowcones open house 1,300principal appreciation 331safety programs-dare 203scholarships 1,000senior send off 150snowflake shoppe 10,950staff appreciation 3,469sunshine committee 400teachers grants 741trunk or treat 923vehicle safety day-buses 208bus driver appreciation 75miscellaneous 255”

Description of total liabilities Part II line 26

“Category beginning of year end of yearmiscellaneous 3,445 0”

Raw XML Appendix128 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/PhoneNum07348506000
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LAMBERTVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd048144
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt090098
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt085317
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1336
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0600
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt090098
IRS990EZ/Form990TotalAssetsGrp/EOYAmt085317
IRS990EZ/GrossReceiptsAmt065988
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt086653
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt085317
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KRISTEN CONRAD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1NICOLE MARKWOOD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SHERRIE MCCORMICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KRISTA DRESSEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SARAH SHINAVER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TEACHER REP
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt066724
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE SUPPORT AND ASSISTANCE
IRS990EZ/ProgramServiceRevenueAmt065988
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE SUPPORT AND ASSISTANCE TO STUDENTS AND TEACHERS AT MONROE ROAD ELEMENTARY SCHOOL, BEDFORD TOWNSHIP, LAMBERTVILLE, MI
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt03445
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt067324
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt065988
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/PrivateFoundation170Ind0X
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportPY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTADMINISTRATION 376ADMINISTRATION PROF DAY 84ASSEMBLIES 1,100AUTHOR DAY 700BEAUTIFICATION 110BINGO NIGHT 742BOOK FAIR 9,353CHILD CARE 20ENRICHMENT PROGRAMS 2,324FIELD TRIPS-ALL GRADES 8,274FIFTH GRADE BREAKFAST-REC 1,934FIFTH GRADE CAMP SUPPORT 2,716FUN RUN 4,503HEALTH AND SAFETY 200HOSPITALITY 17INSURANCE 255MAGAZINES 4,744MID YEAR BOUNCE HOUSE 1,332MULE BUCKS 3,026OUTDOOR RESOURCES 236PBIS PROGRAM 4,600POP TAB PIZZA PARTY 73PTO SNOWCONES OPEN HOUSE 1,300PRINCIPAL APPRECIATION 331SAFETY PROGRAMS-DARE 203SCHOLARSHIPS 1,000SENIOR SEND OFF 150SNOWFLAKE SHOPPE 10,950STAFF APPRECIATION 3,469SUNSHINE COMMITTEE 400TEACHERS GRANTS 741TRUNK OR TREAT 923VEHICLE SAFETY DAY-BUSES 208BUS DRIVER APPRECIATION 75MISCELLANEOUS 255
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CATEGORY BEGINNING OF YEAR END OF YEARMISCELLANEOUS 3,445 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of total liabilities Part II line 26
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KRISTEN CONRAD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07348542926
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONROE ROAD ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0MONR
ReturnHeader/Filer/EIN0824459578
ReturnHeader/Filer/InCareOfNm0% KRISTEN CONRAD
ReturnHeader/Filer/PhoneNum07348506000
ReturnHeader/Filer/USAddress/AddressLine1Txt07979 MONROE ROAD
ReturnHeader/Filer/USAddress/CityNm0LAMBERTVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048144
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0383508110
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Collins Accounting and Tax Service
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03352 Dean Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lambertville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048144
ReturnHeader/PreparerPersonGrp/PhoneNum07348542926
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURA COLLINS EA
ReturnHeader/ReturnTs02026-01-07T09:09:51-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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