Civic Intelligence

Marguerite Montgomery Elementary School PTA

990EZ • Fiscal year 2021 • EIN 94-3400565

Jul 01, 2020 to Jun 30, 2021 • Filed on Mar 14, 2022

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

10th percentile

-58%

Higher net margin than 10% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

18th percentile

-20%

Faster asset growth than 18% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

12th percentile

-64%

Faster revenue growth than 12% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$43,364

Down $11,149 (-20%) from 2020

Net Assets

Down

$43,364

Down $11,149 (-20%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin10th percentile

Revenue

Down

$19,234

Down $33,656 (-64%) from 2020

Expenses

Down

$30,383

Down $16,377 (-35%) from 2020

Net Income

Down

-$11,149

Down $17,279 (-282%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth18th 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

2021

Assets$43,364
Liabilities-
Net Assets$43,364
Open 2021 Filing

Operations Trend

Revenue Growth12th 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

2021

Revenue$19,234
Expenses$30,383
Net Income-$11,149
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Mar 14, 2022
Return Version
2020v4.0
Gross Receipts
$19,254
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 20/21 THE PTA SUPPORTED THE SCHOOL BY PROVIDING:CLASSROOM AND TEACHER SUPPLIES FOR 34 TEACHERS AND SPECIALISTS ($17,801)PROVIDED PERFORMING ARTS GRANTS FOR TEACHERS TO BRING GUEST ARTISTS INTO THE CLASSROOM; ($1,943)LIBRARY/READING/STEM SUPPORT AND BOOK PURCHASES ($6,181)APPRECIATION AND CAMPUS CLIMATE ($4,478)--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AILEEN MOSecretary-$0--
CHRISTA MILLSTEINPresident-$0--
ERICA AICHWALDER BARCLIFTTreasurer-$0--
AMITHA REDDY-SMITHMembership-$0--
ANNE SLINKARDParliamentarian-$0--
KRISTI DVORAKCommunications-$0--
ELIZABETH WISNIACommunity Bldg-$0--
LIANE MOODYAuditor-$0--
CATHERINE ALLDAY-DAVISVice President-$0--
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
Christa Millstein
Title
Treasurer
Signed
2022-03-14
Discuss with paid preparer
Yes

Preparer

Firm
Nelson & Associates CPAs
Address
9245 Laguna Springs Dr Ste 200, Elk Grove, CA 95758
Preparer
Michelle Nelson CPA CFE MST
Phone
9162996800
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: $13524”

Other Expenses.1002

“Office Expenses $791”

Other Expenses.1

“SUPPLIES $9254”

Other Expenses.2

“Food and hospitality $2793”

Other Expenses.3

“Books & subscriptions $2099”

Other Expenses.4

“cost of goods sold $1082”

Raw XML Appendix208 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/TitleTxt5Communications
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Auditor
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
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IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt016019
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IRS990EZ/PrintingPublicationsPostageAmt0840
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE SCHOOL SERVES 475 STUDENTS - KINDERGARTEN THROUGH 6TH GRADE.IN 20/21 THE PTA SUPPORTED THE SCHOOL BY PROVIDING:CLASSROOM AND TEACHER SUPPLIES FOR 34 TEACHERS AND SPECIALISTS ($17,801)PROVIDED PERFORMING ARTS GRANTS FOR TEACHERS TO BRING GUEST ARTISTS INTO THE CLASSROOM; ($1,943)LIBRARY/READING/STEM SUPPORT AND BOOK PURCHASES ($6,181)APPRECIATION AND CAMPUS CLIMATE ($4,478)
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IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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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: $13524
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $791
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SUPPLIES $9254
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FOOD AND HOSPITALITY $2793
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BOOKS & SUBSCRIPTIONS $2099
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5cost of goods sold $1082
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ReturnHeader/Filer/PhoneNum05307592100
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ReturnHeader/Filer/USAddress/ZIPCd095616
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095758
ReturnHeader/PreparerPersonGrp/PhoneNum09162996800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michelle Nelson CPA CFE MST
ReturnHeader/ReturnTs02022-03-14T16:07:37-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CHRISTA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MILLSTEIN
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$43,364
Liabilities
-
Net assets
$43,364
Revenue
$19,234
Expenses
$30,383
Net income
-$11,149
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