Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
Monarch Grove Elementary PTA
990EZ • Fiscal year 2022 • EIN 93-1089132
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
No value available
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
28th percentile
Higher net margin than 28% of similar nonprofits.
Top Officer Pay
78th percentile
Higher top officer pay than 78% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
37th percentile
Faster asset growth than 37% of similar nonprofits.
Revenue Growth
83rd percentile
Faster revenue growth than 83% of similar nonprofits.
Balance Sheet
Assets
Down$57,055
Down $3,467 (-5.7%) from 2021
Net Assets
Down$57,055
Down $3,467 (-5.7%) from 2021
Liabilities
-
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
Up$41,529
Up $20,266 (+95%) from 2021
Expenses
Up$44,996
Up $23,711 (+111%) from 2021
Net Income
Down-$3,467
Down $3,445 (-15659%) from 2021
Historical Trend
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 |
|---|---|---|
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| 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.
Filings
Displayed year
2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $57,055
- Liabilities
- -
- Net assets
- $57,055
- Revenue
- $41,529
- Expenses
- $44,996
- Net income
- -$3,467