Civic Intelligence

Monroe Road Elementary PTO

990EZ • Fiscal year 2024 • EIN 82-4459578

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 15, 2024

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

73rd percentile

0.04x

Higher debt load relative to assets than 73% of similar nonprofits.

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

Liabilities / Revenue

78th percentile

0.05x

Higher debt load relative to revenue than 78% of similar nonprofits.

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

Net Margin

49th percentile

2.7%

Higher net margin than 49% 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

58th percentile

6.2%

Faster asset growth than 58% of similar nonprofits.

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

Revenue Growth

45th percentile

-0.8%

Faster revenue growth than 45% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$90,098

Up $5,270 (+6.2%) from 2023

Net Assets

Up

$86,653

Up $1,825 (+2.2%) from 2023

Liabilities

Up

$3,445

Up $3,445 from 2023

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin49th percentile

Revenue

Down

$66,959

Down $561 (-0.8%) from 2023

Expenses

Down

$65,134

Down $4,785 (-6.8%) from 2023

Net Income

Up

$1,825

Up $4,224 (+176%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth58th 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

2024

Assets$90,098
Liabilities$3,445
Net Assets$86,653
Open 2024 Filing

Operations Trend

Revenue Growth45th 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

2024

Revenue$66,959
Expenses$65,134
Net Income$1,825
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 15, 2024
Return Version
2023v5.1
Gross Receipts
$66,959
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$66,959$65,134
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KIRSTEN CONRADPresidentPT$0--
DEANNA KLINEVice PresidentPT$0--
SHERRIE MCCORMICKTreasurerPT$0--
VICTORIA DOUGHERTYSecretaryPT$0--
SARAH ALBRINGVP 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
Sherrie Mccormick
Title
Treasurer
Phone
7348542926
Signed
2024-11-15
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 expenses Part I line 16

“Description amountadmin prof day 218author day 840book fair 7,707bus driver appreciation 144field trips y5 to 5 grade 7,327charitable outreach 347enrichment programs 268fifth grade breakfast recognition 1,459fun run 3,638health and safety 195magazines 4,689insurance 255mustang bucks 2,535principal appreciation 190administration 234scholarship 1,000staff appreciation 3,818sunshine committee 595assemblies 1,650bingo night 599child care 20fifth grade camp support 3,088pbis program 4,021pto snowcone special 1,300snowflake shop 14,673teacher grants 1,105trunk or treat 684mid year bounce house 1,375blood drive 27hospitality 52pop tab pizza party 80safety programs-dare 292vehicle safety day 184”

Description of total liabilities Part II line 26

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

Raw XML Appendix131 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0SHERRIE MCCORMICK
IRS990EZ/BooksInCareOfDetail/PhoneNum07348506000
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt07979 MONROE ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LAMBERTVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd048144
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt084828
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt090098
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01825
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0525
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt084828
IRS990EZ/Form990TotalAssetsGrp/EOYAmt090098
IRS990EZ/GrossReceiptsAmt066959
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt084828
IRS990EZ/NetAssetsOrFundBalancesEOYAmt086653
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt084828
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt086653
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/PersonNm0KIRSTEN CONRAD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DEANNA KLINE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SHERRIE MCCORMICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3VICTORIA DOUGHERTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SARAH ALBRING
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/OtherExpensesTotalAmt064609
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE SUPPORT AND ASSISTANCE
IRS990EZ/ProgramServiceRevenueAmt066959
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE SUPPORT AND ASSISTANCE TO STUDENTS AND TEACHERS AT MONROE ROAD ELEMENTARY SCHOOL, BEDFORD TOWNSHIP, LAMBERTVILLE, MI
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt066959
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt065134
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt03445
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt065134
IRS990EZ/TotalProgramServiceExpensesAmt065134
IRS990EZ/TotalRevenueAmt066959
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/PrivateFoundation170Ind0X
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTADMIN PROF DAY 218AUTHOR DAY 840BOOK FAIR 7,707BUS DRIVER APPRECIATION 144FIELD TRIPS Y5 TO 5 GRADE 7,327CHARITABLE OUTREACH 347ENRICHMENT PROGRAMS 268FIFTH GRADE BREAKFAST RECOGNITION 1,459FUN RUN 3,638HEALTH AND SAFETY 195MAGAZINES 4,689INSURANCE 255MUSTANG BUCKS 2,535PRINCIPAL APPRECIATION 190ADMINISTRATION 234SCHOLARSHIP 1,000STAFF APPRECIATION 3,818SUNSHINE COMMITTEE 595ASSEMBLIES 1,650BINGO NIGHT 599CHILD CARE 20FIFTH GRADE CAMP SUPPORT 3,088PBIS PROGRAM 4,021PTO SNOWCONE SPECIAL 1,300SNOWFLAKE SHOP 14,673TEACHER GRANTS 1,105TRUNK OR TREAT 684MID YEAR BOUNCE HOUSE 1,375BLOOD DRIVE 27HOSPITALITY 52POP TAB PIZZA PARTY 80SAFETY PROGRAMS-DARE 292VEHICLE SAFETY DAY 184
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CATEGORY BEGINNING OF YEAR END OF YEARMISCELLANEOUS 0 3,445
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of total liabilities Part II line 26
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHERRIE MCCORMICK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07348542926
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
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/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/ReturnTs02024-11-14T11:23:59-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$90,098
Liabilities
$3,445
Net assets
$86,653
Revenue
$66,959
Expenses
$65,134
Net income
$1,825
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