Civic Intelligence

Marguerite Montgomery Elementary School PTA

990EZ • Fiscal year 2022 • EIN 94-3400565

Jul 01, 2021 to Jun 30, 2022 • Filed on Jan 12, 2023

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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

65th percentile

16%

Higher net margin than 65% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

75th percentile

26%

Faster asset growth than 75% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

93rd percentile

271%

Faster revenue growth than 93% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$54,462

Up $11,098 (+26%) from 2021

Net Assets

Up

$54,462

Up $11,098 (+26%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin65th percentile

Revenue

Up

$71,390

Up $52,156 (+271%) from 2021

Expenses

Up

$60,292

Up $29,909 (+98%) from 2021

Net Income

Up

$11,098

Up $22,247 (+200%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth75th 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

2022

Assets$54,462
Liabilities-
Net Assets$54,462
Open 2022 Filing

Operations Trend

Revenue Growth93rd 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

2022

Revenue$71,390
Expenses$60,292
Net Income$11,098
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Jan 12, 2023
Return Version
2021v4.1
Gross Receipts
$85,850
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 Montgomery Elementary PTA served its community of 435 students, and their families, 37% of which are English language learners. Some of our biggest accomplishments in FY22 was expanding and updating our library of spanish-laguage books, holding a performance of Baile Folklorico (featuring ~75 students), holding several community-building events such as an end-of-year carnival and family craft nights. We also had a successful fund raising year with our two biggest events being our annual dinner and auction, and our fun run. We also continued our mission of supporting our campus community by providing funds for classroom supplies, instructional material, and field trips.-$58,536
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRISTA MILLSTEINTreasurer-$0--
ANNE SLINKARDPresident-$0--
ERICA AICHWALDER BARCLIFTAuditor-$0--
STEPHANIE HOCKMANVice President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Parent Night Dinner Auction$32,155$32,155$7,968$24,187
Total Events$32,155$32,155$12,684$19,471
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
Amanda Cattivera
Title
Treasurer
Signed
2023-01-12
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: $7891”

Other Expenses.1002

“Office Expenses $1498”

Other Expenses.1012

“Insurance $258”

Other Expenses.1

“Program Expenses $8872”

Other Expenses.2

“mustang run $8207”

Other Expenses.3

“book fair expense $7882”

Other Expenses.4

“field trips $4278”

Other Expenses.5

“SUPPLIES $4077”

Other Expenses.6

“family fun nights $4069”

Other Expenses.7

“baile folklorico - program $3482”

Other Expenses.8

“library operation $3122”

Other Expenses.9

“campus and community expense $2306”

Other Expenses.10

“Food and hospitality $2207”

Other Expenses.11

“principal's funds $1005”

Other Expenses.12

“pe equipment $858”

Other Expenses.13

“Membership expense $280”

Raw XML Appendix215 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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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: $7891
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $1498
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $258
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Program Expenses $8872
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4mustang run $8207
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5book fair expense $7882
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6field trips $4278
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7SUPPLIES $4077
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8family fun nights $4069
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9baile folklorico - program $3482
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10library operation $3122
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11campus and community expense $2306
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12FOOD AND HOSPITALITY $2207
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13principal's funds $1005
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14pe equipment $858
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Membership expense $280
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AMANDA CATTIVERA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-01-12
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/PreparerFirmEIN0200570323
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Nelson & Associates CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09245 Laguna Springs Dr Ste 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Elk Grove
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095758
ReturnHeader/PreparerPersonGrp/PhoneNum09162996800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michelle Nelson CPA CFE MST
ReturnHeader/ReturnTs02023-01-12T13:45:41-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0AMANDA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CATTIVERA
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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.

Open filing
Assets
$54,462
Liabilities
-
Net assets
$54,462
Revenue
$71,390
Expenses
$60,292
Net income
$11,098
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)3 • <$500k nonprofits