Civic Intelligence

Marguerite Montgomery Elementary School PTA

990EZ • Fiscal year 2019 • EIN 94-3400565

Jul 01, 2018 to Jun 30, 2019 • Filed on Apr 08, 2020

Organization Profilewww.mmepta.org
1441 Danbury StreetDavis, CA 95616

(530) 759-2100

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2019

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2019

Net Margin

75th percentile

20%

Higher net margin than 75% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

88th percentile

69%

Faster asset growth than 88% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

65th percentile

12%

Faster revenue growth than 65% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$48,383

Up $19,777 (+69%) from 2018

Net Assets

Up

$48,383

Up $19,777 (+69%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin75th percentile

Revenue

Up

$100,473

Up $10,622 (+12%) from 2018

Expenses

Down

$80,696

Down $41,601 (-34%) from 2018

Net Income

Up

$19,777

Up $52,223 (+161%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$100K$50K$0Assets 2011: $32,630Net Assets 2011: $32,6302011Assets 2012: $34,518Liabilities 2012: $02012Assets 2013: $58,723Liabilities 2013: $02013Assets 2014: $73,237Net Assets 2014: $73,2372014Assets 2015: $98,676Net Assets 2015: $98,6762015Assets 2016: $95,771Net Assets 2016: $95,7712016Assets 2017: $61,052Net Assets 2017: $61,0522017Assets 2018: $28,606Net Assets 2018: $28,6062018Assets 2019: $48,383Net Assets 2019: $48,3832019Assets 2020: $54,513Net Assets 2020: $54,5132020Assets 2021: $43,364Net Assets 2021: $43,3642021Assets 2022: $54,462Net Assets 2022: $54,4622022Assets 2023: $77,870Net Assets 2023: $77,8702023Assets 2024: $92,348Net Assets 2024: $92,3482024

Highlighted filing

2019

Assets$48,383
Liabilities-
Net Assets$48,383
Open 2019 Filing

Operations Trend

Revenue Growth65th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2011: $76,156Expenses 2011: $92,561Net Income 2011: -$16,4052011Revenue 2012: $66,779Expenses 2012: $64,891Net Income 2012: $1,8882012Revenue 2013: $74,161Expenses 2013: $49,956Net Income 2013: $24,2052013Revenue 2014: $82,827Expenses 2014: $68,313Net Income 2014: $14,5142014Revenue 2015: $82,205Expenses 2015: $56,766Net Income 2015: $25,4392015Revenue 2016: $96,097Expenses 2016: $99,002Net Income 2016: -$2,9052016Revenue 2017: $111,447Expenses 2017: $146,166Net Income 2017: -$34,7192017Revenue 2018: $89,851Expenses 2018: $122,297Net Income 2018: -$32,4462018Revenue 2019: $100,473Expenses 2019: $80,696Net Income 2019: $19,7772019Revenue 2020: $52,890Expenses 2020: $46,760Net Income 2020: $6,1302020Revenue 2021: $19,234Expenses 2021: $30,383Net Income 2021: -$11,1492021Revenue 2022: $71,390Expenses 2022: $60,292Net Income 2022: $11,0982022Revenue 2023: $67,026Expenses 2023: $43,618Net Income 2023: $23,4082023Revenue 2024: $71,432Expenses 2024: $56,954Net Income 2024: $14,4782024

Highlighted filing

2019

Revenue$100,473
Expenses$80,696
Net Income$19,777
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Apr 8, 2020
Return Version
2018v3.1
Gross Receipts
$110,493
Mission and Program Overview

Mission

To bring into closer relation the home and the school, that parents and teachers may cooperate intelligently in the education of children and youth.

Program Services

DescriptionGrantsExpenses
THE SCHOOL SERVES 475 STUDENTS - KINDERGARTEN THROUGH 6TH GRADE.IN 18/19 THE PTA SUPPORTED THE SCHOOL BY PROVIDING:CLASSROOM AND TEACHER SUPPLIES FOR 34 TEACHERS AND SPECIALISTS ($15,136)PROVIDED PERFORMING ARTS GRANTS FOR TEACHERS TO BRING GUEST ARTISTS INTO THE CLASSROOM; ($5,657)LIBRARY/READING/STEM SUPPORT AND BOOK PURCHASES ($16,918)PROVIDED FIELD TRIPS (6,697)PURCHASED TECHNOLOGY ($5,697) APPRECIATION AND CAMPUS CLIMATE ($9,213)CAMPUS GARDEN & GROUNDS ($4,160)$63,478$29,626
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AILEEN MOVice President-$0--
CHRISTA MILLSTEINPresident-$0--
ERICA AICHWALDER BARCLIFTTreasurer-$0--
LIANE MOODYAuditor-$0--
BRIAN WILLIAMSSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Parent Night Dinner Auction$44,917$11,917-$11,917
Total Events$44,917$11,917$9,920$1,997
Filing and Contact Details

Filer

Filer Name
Marguerite Montgomery Elementary
EIN
94-3400565
Phone
5307592100
Address
1441 DANBURY STREET, DAVIS, CA 95616

Signing Officer

Name
Erica Aichwalder Barclift
Title
Treasurer
Signed
2020-04-08
Discuss with paid preparer
Yes

Preparer

Firm
Pamela a Mainini CPA
Address
1109 KENNEDY PLACE SUITE 5, DAVIS, CA 95616
Preparer
Pamela A Mainini
Phone
5307583653
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“Class of Activity: EDUCATION | Donee's Name: MARGUERITE MONTGOMERY ELEMENTARY | Donee's Address: 1441 DANBURY STREET DAVIS CA 95616 | Relationship of Donee: NONE | Cash Amount Given: $29626”

Other Expenses.1002

“Office Expenses $1666”

Other Expenses.1003

“Information Technology $900”

Other Expenses.1012

“Insurance $936”

Other Expenses.1

“SUPPLIES $12882”

Other Expenses.2

“Books & subscriptions $8867”

Other Expenses.3

“Food and hospitality $5641”

Other Expenses.5

“cost of goods sold $3215”

Other Expenses.6

“AWARDS $552”

Other Expenses.7

“EQUIPMENT RENT $124”

Other Expenses.8

“BANK FEES $71”

Raw XML Appendix213 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/OfficerDirectorTrusteeEmplGrp/PersonNm0AILEEN MO
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BRIAN WILLIAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Auditor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt034854
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO BRING INTO CLOSER RELATION THE HOME AND THE SCHOOL, THAT PARENTS AND TEACHERS MAY COOPERATE INTELLIGENTLY IN THE EDUCATION OF CHILDREN AND YOUTH.
IRS990EZ/PrintingPublicationsPostageAmt03864
IRS990EZ/ProgramServiceRevenueAmt012817
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE SCHOOL SERVES 475 STUDENTS - KINDERGARTEN THROUGH 6TH GRADE.IN 18/19 THE PTA SUPPORTED THE SCHOOL BY PROVIDING:CLASSROOM AND TEACHER SUPPLIES FOR 34 TEACHERS AND SPECIALISTS ($15,136)PROVIDED PERFORMING ARTS GRANTS FOR TEACHERS TO BRING GUEST ARTISTS INTO THE CLASSROOM; ($5,657)LIBRARY/READING/STEM SUPPORT AND BOOK PURCHASES ($16,918)PROVIDED FIELD TRIPS (6,697)PURCHASED TECHNOLOGY ($5,697) APPRECIATION AND CAMPUS CLIMATE ($9,213)CAMPUS GARDEN & GROUNDS ($4,160)
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt063478
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt080696
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.mmepta.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt034
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IRS990ScheduleA/InvestmentIncomeCYPct00.00030
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IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99970
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IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt033000
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0PARENT NIGHT DINNER AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt05216
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: EDUCATION | Donee's Name: MARGUERITE MONTGOMERY ELEMENTARY | Donee's Address: 1441 DANBURY STREET DAVIS CA 95616 | Relationship of Donee: NONE | Cash Amount Given: $29626
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $1666
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Information Technology $900
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $936
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SUPPLIES $12882
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BOOKS & SUBSCRIPTIONS $8867
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6FOOD AND HOSPITALITY $5641
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7cost of goods sold $3215
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8AWARDS $552
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9EQUIPMENT RENT $124
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10BANK FEES $71
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.8
ReturnHeader/BuildTS02020-09-22 18:59:49Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ERICA AICHWALDER BARCLIFT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARGUERITE MONTGOMERY ELEMENTARY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0MARG
ReturnHeader/Filer/EIN0943400565
ReturnHeader/Filer/PhoneNum05307592100
ReturnHeader/Filer/USAddress/AddressLine1Txt01441 DANBURY STREET
ReturnHeader/Filer/USAddress/CityNm0DAVIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095616
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203563126
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PAMELA A MAININI CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01109 KENNEDY PLACE SUITE 5
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DAVIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095616
ReturnHeader/PreparerPersonGrp/PhoneNum05307583653
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Pamela A Mainini
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-04-08T07:47:13-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$48,383
Liabilities
-
Net assets
$48,383
Revenue
$100,473
Expenses
$80,696
Net income
$19,777
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.92$0.92$0.71$0.57$0.14
2023Detailed filing. Detailed filing data is available for this year.$0.78$0.78$0.67$0.44$0.23
2022Detailed filing. Detailed filing data is available for this year.$0.54$0.54$0.71$0.60$0.11
2021Detailed filing. Detailed filing data is available for this year.$0.43$0.43$0.19$0.30$0.11
2020Detailed filing. Detailed filing data is available for this year.$0.55$0.55$0.53$0.47$0.06
2019Detailed filing. Detailed filing data is available for this year.$0.48$0.48$1.00$0.81$0.20
2018Detailed filing. Detailed filing data is available for this year.$0.29$0.29$0.90$1.22$0.32
2017Detailed filing. Detailed filing data is available for this year.$0.61$0.61$1.11$1.46$0.35
2016Detailed filing. Detailed filing data is available for this year.$0.96$0.96$0.96$0.99$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.99$0.99$0.82$0.57$0.25
2014Detailed filing. Detailed filing data is available for this year.$0.73$0.73$0.83$0.68$0.15
2013Summary only. Only limited summary data is available for this year.$0.59$0.00$0.74$0.50$0.24
2012Summary only. Only limited summary data is available for this year.$0.35$0.00$0.67$0.65$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.33$0.33$0.76$0.93$0.16