Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
Monarch Grove Elementary PTA
990EZ • Fiscal year 2024 • 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
79th percentile
Higher net margin than 79% of similar nonprofits.
Top Officer Pay
79th percentile
Higher top officer pay than 79% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
81st percentile
Faster asset growth than 81% of similar nonprofits.
Revenue Growth
59th percentile
Faster revenue growth than 59% of similar nonprofits.
Balance Sheet
Assets
Up$91,719
Up $24,798 (+37%) from 2023
Net Assets
$91,719
No earlier filing loaded for comparison.
Liabilities
-
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
Up$57,598
Up $5,313 (+10%) from 2023
Expenses
Up$42,570
Up $152 (+0.4%) from 2023
Net Income
Up$15,028
Up $5,161 (+52%) from 2023
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2023 to Jun 30, 2024
- Signed
- Jan 28, 2025
- Return Version
- 2023v6.0
- Gross Receipts
- $71,762
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. | - | $42,570 |
| 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 |
|---|---|---|---|---|---|
| ANNA WATTERWORTH | President | PT | $0 | - | - |
| JEN MANESS | Vice Preside | - | $0 | - | - |
| KRISTIN DEGREGORIO | Treasurer | - | $0 | - | - |
| JILL STOW | Financial Se | - | $0 | - | - |
Fundraising, Events, and Gaming
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Walk a Thon | $30,266 | $30,266 | $5,024 | $25,242 |
| Silent Auction | $6,489 | $6,489 | $55 | $6,434 |
| Total Events | $36,755 | $36,755 | $5,079 | $31,676 |
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
- Kristin Degregorio
- Title
- Treasurer
- Phone
- 6618574883
- Signed
- 2025-01-28
- 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
“Sponsorships 10,175 donations 50 interest income 3 total 10,228”
Form 990-ez, Part I, Line 16
“Expenses advertising 359 office expenses 187 website expenses 333 pta insurance 282 assembly expenses 1,000 bank fees 494 field trip expenses 6,092 membership expenses 117 staff appreciation 146 taxes and licenses 1,882 library support and suppl 2,290 children's creative art p 13,222 children's creative music 5,313 teacher support 4,816 child welfare 51 graduation expenses 4,281 book drive 309 supplies 729 donations 500 storage 75 total 42,478”
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 Appendix153 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.
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| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 15028 |
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| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 91719 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 59681 |
| IRS990EZ/GrossReceiptsAmt | 0 | 71762 |
| IRS990EZ/GroupExemptionNum | 0 | 0646 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
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| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 2.00 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | JEN MANESS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | KRISTIN DEGREGORIO |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | JILL STOW |
| 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 | 42478 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 10228 |
| 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 | 92 |
| 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 | 42570 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 14164 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 45517 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | CA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 42570 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 42570 |
| IRS990EZ/TotalRevenueAmt | 0 | 57598 |
| 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 | 1853 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 2125 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 1593 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 5571 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 69909 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 67994 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt | 0 | 54782 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 192685 |
| 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 | 198256 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 71762 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 70119 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 56375 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 198256 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 71762 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 70119 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 56375 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 198256 |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 5079 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | WALK A THON |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm | 0 | SILENT AUCTION |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 30266 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt | 0 | 6489 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 36755 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 30266 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt | 0 | 6489 |
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| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 31676 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 5079 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 5024 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt | 0 | 55 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | SPONSORSHIPS 10,175 DONATIONS 50 INTEREST INCOME 3 TOTAL 10,228 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | EXPENSES ADVERTISING 359 OFFICE EXPENSES 187 WEBSITE EXPENSES 333 PTA INSURANCE 282 ASSEMBLY EXPENSES 1,000 BANK FEES 494 FIELD TRIP EXPENSES 6,092 MEMBERSHIP EXPENSES 117 STAFF APPRECIATION 146 TAXES AND LICENSES 1,882 LIBRARY SUPPORT AND SUPPL 2,290 CHILDREN'S CREATIVE ART P 13,222 CHILDREN'S CREATIVE MUSIC 5,313 TEACHER SUPPORT 4,816 CHILD WELFARE 51 GRADUATION EXPENSES 4,281 BOOK DRIVE 309 SUPPLIES 729 DONATIONS 500 STORAGE 75 TOTAL 42,478 |
| 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 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | KRISTIN DEGREGORIO |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 6618574883 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-01-28 |
| 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 | 2025-01-31 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | GEORGE G ROSS |
| ReturnHeader/ReturnTs | 0 | 2025-01-31T12:22:23-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2023-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-06-30 |
| ReturnHeader/TaxYr | 0 | 2023 |
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.
- Assets
- $91,719
- Liabilities
- -
- Net assets
- $91,719
- Revenue
- $57,598
- Expenses
- $42,570
- Net income
- $15,028