Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on the latest valid filing.
Monarch Grove Elementary PTA
EIN 93-1089132 • 501(c)3 • Los Osos, CA
Profile
To provide enrichment opportunities including field/study trips. Supplement classroom supplies, library resources and beautification of school grounds. Provide support for teachers and staff. Enhance the school experience for every student at Monarch Grove Elementary.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
No value available
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.
Net Margin
15th percentile
Higher net margin than 15% of similar nonprofits.
Top Officer Pay
81st percentile
Higher top officer pay than 81% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
38th percentile
Faster asset growth than 38% of similar nonprofits.
Revenue Growth
15th percentile
Faster revenue growth than 15% of similar nonprofits.
Balance Sheet
Assets
Down$81,116
Down $10,603 (-12%) from 2024
Liabilities
-
No earlier filing loaded for comparison.
Net Assets
Down$81,116
Down $10,603 (-12%) from 2024
Revenue
Down$23,379
Down $34,219 (-59%) from 2024
Expenses
Down$33,982
Down $8,588 (-20%) from 2024
Net Income
Down-$10,603
Down $25,631 (-171%) from 2024
Trend Graphs
Filings
Most recent year
2025 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.
- Assets
- $81,116
- Liabilities
- -
- Net assets
- $81,116
- Revenue
- $23,379
- Expenses
- $33,982
- Net income
- -$10,603
Latest Detailed Filing
The latest 2025 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2021 to Jun 30, 2022
- Signed
- Mar 20, 2023
- Return Version
- 2021v4.0
- Gross Receipts
- $56,375
Mission and Program Overview
Mission
To enhance the school experience and provide enrichment opportunities for every student at monarch grove elementary through field trips and assemblies, art and music classes, supplement classroom supplies, library resources, and beauticiation of school grounds. To provide teacher and staff support.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| TO PROVIDE SUPPLIES AND OTHER FINANCIAL SUPPORT FOR TEACHERS AND THE SCHOOL TO FURTHER SCHOOL PROGRAMS. | - | $44,996 |
| TO PROVIDE SUPPLIES AND OTHER FINANCIAL SUPPORT FOR TEACHERS AND THE SCHOOL TO FURTHER SCHOOL PROGRAMS. | - | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| KIMBERLY TIMBS | President | - | $0 | - | - |
| KELLI KAPERONIS | Vice Preside | - | $0 | - | - |
| JILL STOW | Treasurer | - | $0 | - | - |
| AMILLIA PEARCE | Financial Se | - | $0 | - | - |
Fundraising, Events, and Gaming
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Walk a Thon | $28,494 | $28,494 | $4,196 | $24,298 |
| Total Events | $28,494 | $28,494 | $4,196 | $24,298 |
Filing and Contact Details
Filer
- Filer Name
- Monarch Grove Elementary Pta
- EIN
- 93-1089132
- Phone
- 8055342844
- Address
- 348 LOS OSOS VALLEY ROAD, LOS OSOS, CA 93402
Signing Officer
- Name
- Jill Stow
- Title
- Treasurer
- Phone
- 8057488138
- Signed
- 2023-03-20
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Ross Carreiro Brown Cpas Pc
- Address
- 895 SHASTA AVE, MORRO BAY, CA 93442
- Preparer
- George G Ross
- Phone
- 8057722808
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 8
“Donations 5,540 sponsorships 3,961 interest income 2 total 9,503”
Form 990-ez, Part I, Line 16
“Expenses advertising 459 office expenses 683 website expenses 180 pta insurance 258 assembly expenses 1,997 bank fees 640 field trip expenses 5,852 supplies for classrooms 608 membership expenses 273 staff appreciation 6,595 taxes and licenses 25 library support and suppl 8,949 children's creative art p 11,866 children's creative music 6,336 open house expenses 275 total 44,996”
Form 990-ez, Part III
“To enhance the school experience and provide enrichment opportunities for every student at monarch grove elementary through field trips and assemblies, art and music classes, supplement classroom supplies, library resources, and beauticiation of school grounds. To provide teacher and staff support.”
Form 990-ez, Part III, Line 31
“To provide supplies and other financial support for teachers and the school to further school programs.”
Raw XML Appendix146 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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | JILL STOW |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 8055342844 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 348 LOS OSOS VALLEY ROAD |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | LOS OSOS |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 93402 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 60522 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 57055 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 1593 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -3467 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 60522 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 57055 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 45279 |
| IRS990EZ/GrossReceiptsAmt | 0 | 56375 |
| IRS990EZ/GroupExemptionNum | 0 | 0646 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 60522 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 57055 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 60522 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 57055 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 4.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | KIMBERLY TIMBS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | KELLI KAPERONIS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | JILL STOW |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | AMILLIA PEARCE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | VICE PRESIDE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | FINANCIAL SE |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 44996 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 9503 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | TO ENHANCE THE SCHOOL EXPERIENCE AND PROVIDE ENRICHMENT OPPORTUNITIES FOR EVERY STUDENT AT MONARCH GROVE ELEMENTARY THROUGH FIELD TRIPS AND ASSEMBLIES, ART AND MUSIC CLASSES, SUPPLEMENT CLASSROOM SUPPLIES, LIBRARY RESOURCES, AND BEAUTICIATION OF SCHOOL GROUNDS. TO PROVIDE TEACHER AND STAFF SUPPORT. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | TO PROVIDE SUPPLIES AND OTHER FINANCIAL SUPPORT FOR TEACHERS AND THE SCHOOL TO FURTHER SCHOOL PROGRAMS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | TO PROVIDE SUPPLIES AND OTHER FINANCIAL SUPPORT FOR TEACHERS AND THE SCHOOL TO FURTHER SCHOOL PROGRAMS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 44996 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 14846 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 30433 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | CA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 44996 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 44996 |
| IRS990EZ/TotalRevenueAmt | 0 | 41529 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationAssocInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | MONARCHGROVEPTA.ORG |
| IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd | 0 | false |
| IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd | 0 | true |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 1593 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 4459 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 6052 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 54782 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt | 0 | 67167 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 121949 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00000 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.00000 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 128001 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 56375 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 71626 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 128001 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 56375 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 71626 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 128001 |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 4196 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | WALK A THON |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 28494 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 28494 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 28494 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 28494 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 24298 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 4196 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 4196 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DONATIONS 5,540 SPONSORSHIPS 3,961 INTEREST INCOME 2 TOTAL 9,503 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | EXPENSES ADVERTISING 459 OFFICE EXPENSES 683 WEBSITE EXPENSES 180 PTA INSURANCE 258 ASSEMBLY EXPENSES 1,997 BANK FEES 640 FIELD TRIP EXPENSES 5,852 SUPPLIES FOR CLASSROOMS 608 MEMBERSHIP EXPENSES 273 STAFF APPRECIATION 6,595 TAXES AND LICENSES 25 LIBRARY SUPPORT AND SUPPL 8,949 CHILDREN'S CREATIVE ART P 11,866 CHILDREN'S CREATIVE MUSIC 6,336 OPEN HOUSE EXPENSES 275 TOTAL 44,996 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | TO ENHANCE THE SCHOOL EXPERIENCE AND PROVIDE ENRICHMENT OPPORTUNITIES FOR EVERY STUDENT AT MONARCH GROVE ELEMENTARY THROUGH FIELD TRIPS AND ASSEMBLIES, ART AND MUSIC CLASSES, SUPPLEMENT CLASSROOM SUPPLIES, LIBRARY RESOURCES, AND BEAUTICIATION OF SCHOOL GROUNDS. TO PROVIDE TEACHER AND STAFF SUPPORT. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | TO PROVIDE SUPPLIES AND OTHER FINANCIAL SUPPORT FOR TEACHERS AND THE SCHOOL TO FURTHER SCHOOL PROGRAMS. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART III |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART III, LINE 31 |
| ReturnHeader/BuildTS | 0 | 2023-04-26 12:10:37Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | JILL STOW |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 8057488138 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2023-03-20 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | MONARCH GROVE ELEMENTARY PTA |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | MONA |
| ReturnHeader/Filer/EIN | 0 | 931089132 |
| ReturnHeader/Filer/PhoneNum | 0 | 8055342844 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 348 LOS OSOS VALLEY ROAD |
| ReturnHeader/Filer/USAddress/CityNm | 0 | LOS OSOS |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 93402 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 873744513 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | ROSS CARREIRO BROWN CPAS PC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 895 SHASTA AVE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | MORRO BAY |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 93442 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 8057722808 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2023-03-28 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | GEORGE G ROSS |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2023-03-28T18:38:23-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | JILL |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | STOW |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2021-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2022-06-30 |
| ReturnHeader/TaxYr | 0 | 2021 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.