Civic Intelligence

Monroe Road Elementary PTO

990EZ • Fiscal year 2023 • EIN 82-4459578

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 15, 2023

Organization Profile
7979 Monroe RoadLambertville, MI 48144

(734) 850-6000

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

35th percentile

-3.6%

Higher net margin than 35% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

42nd percentile

-2.8%

Faster asset growth than 42% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

62nd percentile

17%

Faster revenue growth than 62% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$84,828

Down $2,399 (-2.8%) from 2022

Net Assets

Down

$84,828

Down $2,399 (-2.8%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin35th percentile

Revenue

Up

$67,520

Up $9,567 (+17%) from 2022

Expenses

Up

$69,919

Up $32,951 (+89%) from 2022

Net Income

Down

-$2,399

Down $23,384 (-111%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$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

2023

Assets$84,828
Liabilities$0
Net Assets$84,828
Open 2023 Filing

Operations Trend

Revenue Growth62nd percentile

Revenue, expenses, and net income across loaded years, with this 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

2023

Revenue$67,520
Expenses$69,919
Net Income-$2,399
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 15, 2023
Return Version
2022v5.0
Gross Receipts
$67,520
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$66,650$69,920
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SARAH ALBRINGPresidentPT$0--
KRISTEN CONRADVice PresidentPT$0--
STEFFANY SASSTreasurerPT$0--
VICTORIA DOUGHERTYSecretaryPT$0--
ALEX CHAPMANVP Of Parent InvolvementPT$0--
JESSICA SNYDERTeacher RepPT$0--
Filing and Contact Details

Filer

Filer Name
Monroe Road Elementary Pto
EIN
82-4459578
Address
7979 MONROE ROAD, LAMBERTVILLE, MI 48144

Signing Officer

Name
Sarah Albring
Title
President
Phone
7348542926
Signed
2023-11-15
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 revenue Part I line 8

“Description amountmiscellaneous 870”

Description of other expenses Part I line 16

“Description amountadmin prof day 385author day 1,102beautification 541book fair 8,192bus driver appreciation 318busing y5 to 5 grade 4,014charitable outreach 1,599enrichment programs 5,943fifth grade breakfast recognition 2,329founders day plaques 392fun run 4,226health and safety 238magazines 4,652insurance 255mustang bucks 3,050principal appreciation 252administration 247scholarship 1,000senior send off 150staff appreciation 5,258sunshine committee 497assemblies 1,400bingo night 737child care 16fifth grade camp support 3,126pbis program 2,301pto snowcone special 1,100snowflake shop 13,069stem night 432teacher grants 1,129trunk or treat 619mid year bounce house 850”

Raw XML Appendix135 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0STEFFANY SASS
IRS990EZ/BooksInCareOfDetail/PhoneNum07348506000
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt07979 MONROE ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LAMBERTVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd048144
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt087227
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt084828
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2399
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0500
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt087227
IRS990EZ/Form990TotalAssetsGrp/EOYAmt084828
IRS990EZ/GrossReceiptsAmt067520
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt087227
IRS990EZ/NetAssetsOrFundBalancesEOYAmt084828
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt087227
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt084828
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt510.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SARAH ALBRING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KRISTEN CONRAD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STEFFANY SASS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3VICTORIA DOUGHERTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ALEX CHAPMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JESSICA SNYDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP OF PARENT INVOLVEMENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TEACHER REP
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt069419
IRS990EZ/OtherRevenueTotalAmt0870
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE SUPPORT AND ASSISTANCE
IRS990EZ/ProgramServiceRevenueAmt066650
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE SUPPORT AND ASSISTANCE TO STUDENTS AND TEACHERS AT MONROE ROAD ELEMENTARY SCHOOL, BEDFORD TOWNSHIP, LAMBERTVILLE, MI
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt066650
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt069920
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt069919
IRS990EZ/TotalProgramServiceExpensesAmt069920
IRS990EZ/TotalRevenueAmt067520
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990ScheduleA/PrivateFoundation170Ind0X
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTMISCELLANEOUS 870
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTADMIN PROF DAY 385AUTHOR DAY 1,102BEAUTIFICATION 541BOOK FAIR 8,192BUS DRIVER APPRECIATION 318BUSING Y5 TO 5 GRADE 4,014CHARITABLE OUTREACH 1,599ENRICHMENT PROGRAMS 5,943FIFTH GRADE BREAKFAST RECOGNITION 2,329FOUNDERS DAY PLAQUES 392FUN RUN 4,226HEALTH AND SAFETY 238MAGAZINES 4,652INSURANCE 255MUSTANG BUCKS 3,050PRINCIPAL APPRECIATION 252ADMINISTRATION 247SCHOLARSHIP 1,000SENIOR SEND OFF 150STAFF APPRECIATION 5,258SUNSHINE COMMITTEE 497ASSEMBLIES 1,400BINGO NIGHT 737CHILD CARE 16FIFTH GRADE CAMP SUPPORT 3,126PBIS PROGRAM 2,301PTO SNOWCONE SPECIAL 1,100SNOWFLAKE SHOP 13,069STEM NIGHT 432TEACHER GRANTS 1,129TRUNK OR TREAT 619MID YEAR BOUNCE HOUSE 850
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SARAH ALBRING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07348542926
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONROE ROAD ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0MONR
ReturnHeader/Filer/EIN0824459578
ReturnHeader/Filer/USAddress/AddressLine1Txt07979 MONROE ROAD
ReturnHeader/Filer/USAddress/CityNm0LAMBERTVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048144
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/ReturnTs02024-05-14T09:04:34-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SARAH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ALBRING
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$84,828
Liabilities
$0
Net assets
$84,828
Revenue
$67,520
Expenses
$69,919
Net income
-$2,399
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