Form 990-ez, Part I, Line 8
“Donations 8,399 exploratorium income 360 interest income 7 total 8,766”
Monarch Grove Elementary PTA
990EZ • Fiscal year 2018 • EIN 93-1089132
Siviq Scores
Scores are not available for this record yet.
Balance Sheet
Assets
Flat$81,413
Flat from 2018
Net Assets
Flat$81,413
Flat from 2018
Liabilities
-
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
Flat$48,805
Flat from 2018
Expenses
Flat$40,303
Flat from 2018
Net Income
Flat$8,502
Flat from 2018
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2017 to Jun 30, 2018
- Signed
- Jan 28, 2019
- Return Version
- 2017v2.3
- Gross Receipts
- $71,626
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. | - | $37,868 |
| 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 |
|---|---|---|---|---|---|
| ERIN DAVIS | President | PT | $0 | - | - |
| AMY HIGGINS | Vice Preside | - | $0 | - | - |
| KATHRYN HAMMER | Secretary | - | $0 | - | - |
| LEAH BODILY | 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 | $25,514 | $25,514 | $2,919 | $22,595 |
| Student Camp | $15,533 | $15,533 | $13,327 | $2,206 |
| Total Events | $41,047 | $41,047 | $16,246 | $24,801 |
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
- Leah Bodily
- Title
- Treasurer
- Phone
- 8055342844
- Signed
- 2019-01-28
- Discuss with paid preparer
- Yes
Preparer
- Firm
- George G Ross CPA
- Address
- 2350 MAIN ST, MORRO BAY, CA 93442-2004
- Preparer
- George G Ross
- Phone
- 8057722808
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 16
“Other fundraising repairs and maintenace 740 expenses fingerprinting 240 website expenses 153 pta insurance 228 assembly expenses 4,445 bank fees 239 playground restoration 1,663 field trip expenses 9,149 supplies for classrooms 20,265 membership expenses 813 staff appreciation 100 taxes and licenses 25 total 38,060”
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.”
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | FINANCIAL SE |
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| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 38060 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 8766 |
| 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/PrintingPublicationsPostageAmt | 0 | 2243 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | TO PROVIDE SUPPLIES AND OTHER FINANCIAL SUPPORT FOR TEACHERS AND THE SCHOOL TO FURTHER SCHOOL PROGRAMS. |
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| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 22821 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 35580 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | CA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
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| IRS990EZ/TypeOfOrganizationAssocInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | MONARCHGROVEPTA.ORG |
| IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd | 0 | false |
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| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00000 |
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| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 1.00000 |
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| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 16246 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | WALK A THON |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm | 0 | STUDENT CAMP |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 25514 |
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| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DONATIONS 8,399 EXPLORATORIUM INCOME 360 INTEREST INCOME 7 TOTAL 8,766 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | OTHER FUNDRAISING REPAIRS AND MAINTENACE 740 EXPENSES FINGERPRINTING 240 WEBSITE EXPENSES 153 PTA INSURANCE 228 ASSEMBLY EXPENSES 4,445 BANK FEES 239 PLAYGROUND RESTORATION 1,663 FIELD TRIP EXPENSES 9,149 SUPPLIES FOR CLASSROOMS 20,265 MEMBERSHIP EXPENSES 813 STAFF APPRECIATION 100 TAXES AND LICENSES 25 TOTAL 38,060 |
| 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 | 2019-02-21 02:37:17Z |
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| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | GEORGE G ROSS CPA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 2350 MAIN ST |
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| ReturnHeader/ReturnTs | 0 | 2019-01-28T14:08:24-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2017-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2018-06-30 |
| ReturnHeader/TaxYr | 0 | 2017 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $81,413
- Liabilities
- -
- Net assets
- $81,413
- Revenue
- $48,805
- Expenses
- $40,303
- Net income
- $8,502