Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
Monarch Grove Elementary PTA
990EZ • Fiscal year 2023 • 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
72nd percentile
Higher net margin than 72% 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
71st percentile
Faster asset growth than 71% of similar nonprofits.
Revenue Growth
70th percentile
Faster revenue growth than 70% of similar nonprofits.
Balance Sheet
Assets
Flat$66,921
Flat from 2023
Net Assets
$66,921
No earlier filing loaded for comparison.
Liabilities
-
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
Flat$52,285
Flat from 2023
Expenses
Flat$42,418
Flat from 2023
Net Income
Flat$9,867
Flat from 2023
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2022 to Jun 30, 2023
- Signed
- Mar 15, 2024
- Return Version
- 2022v5.0
- Gross Receipts
- $70,119
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. | - | $42,418 |
| 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 | $26,003 | $26,003 | $4,650 | $21,353 |
| Silent Auction | $9,714 | $9,714 | $1,678 | $8,036 |
| Total Events | $41,097 | $41,097 | $7,522 | $33,575 |
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
- 2024-03-15
- 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 6,375 sponsorships 4,600 grants 374 interest income 2 total 11,351”
Form 990-ez, Part I, Line 16
“Expenses advertising 212 office expenses 721 website expenses 306 pta insurance 272 assembly expenses 250 bank fees 1,190 field trip expenses 8,013 membership expenses 250 staff appreciation 116 taxes and licenses 2,151 library support and suppl 701 children's creative art p 14,052 children's creative music 2,992 postage 77 teacher support 4,438 beautification 402 dues and subscriptions 100 hospitality 359 child welfare 121 school celebrations 22 graduation expenses 2,113 book drive 332 small tools and equipment 2,141 supplies 1,087 total 42,418”
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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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
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| 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 | 42418 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 11351 |
| 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 | 42418 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 17834 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 38809 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | CA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 42418 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 42418 |
| IRS990EZ/TotalRevenueAmt | 0 | 52285 |
| 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 | 2125 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 1593 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 3718 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 67994 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 54782 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 122776 |
| 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 | 126494 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 70119 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 56375 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 126494 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 70119 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 56375 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 126494 |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 7522 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | WALK A THON |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm | 0 | SILENT AUCTION |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 26003 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt | 0 | 9714 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt | 0 | 5380 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 41097 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 26003 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt | 0 | 9714 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt | 0 | 5380 |
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| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 33575 |
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| IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DONATIONS 6,375 SPONSORSHIPS 4,600 GRANTS 374 INTEREST INCOME 2 TOTAL 11,351 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | EXPENSES ADVERTISING 212 OFFICE EXPENSES 721 WEBSITE EXPENSES 306 PTA INSURANCE 272 ASSEMBLY EXPENSES 250 BANK FEES 1,190 FIELD TRIP EXPENSES 8,013 MEMBERSHIP EXPENSES 250 STAFF APPRECIATION 116 TAXES AND LICENSES 2,151 LIBRARY SUPPORT AND SUPPL 701 CHILDREN'S CREATIVE ART P 14,052 CHILDREN'S CREATIVE MUSIC 2,992 POSTAGE 77 TEACHER SUPPORT 4,438 BEAUTIFICATION 402 DUES AND SUBSCRIPTIONS 100 HOSPITALITY 359 CHILD WELFARE 121 SCHOOL CELEBRATIONS 22 GRADUATION EXPENSES 2,113 BOOK DRIVE 332 SMALL TOOLS AND EQUIPMENT 2,141 SUPPLIES 1,087 TOTAL 42,418 |
| 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 | 2024-03-15 |
| 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/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| 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 | 2024-03-15 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | GEORGE G ROSS |
| ReturnHeader/ReturnTs | 0 | 2024-03-15T12:40:42-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | JILL |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | STOW |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2022-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2023-06-30 |
| ReturnHeader/TaxYr | 0 | 2022 |
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.
- Assets
- $66,921
- Liabilities
- -
- Net assets
- $66,921
- Revenue
- $52,285
- Expenses
- $42,418
- Net income
- $9,867