Civic Intelligence

Monte Verde Elementary PTA

990EZ • Fiscal year 2017 • EIN 94-6183887

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 14, 2017

Organization ProfileN/A
2551 Saint Cloud DriveSan Bruno, CA 94066

(650) 576-5265

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$31,743

Up $5,124 (+19%) from 2016

Net Assets

$31,743

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

Down

$44,777

Down $731 (-1.6%) from 2016

Expenses

Down

$39,653

Down $3,456 (-8.0%) from 2016

Net Income

Up

$5,124

Up $2,725 (+114%) from 2016

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2011: $16,890Liabilities 2011: $02011Assets 2012: $29,125Liabilities 2012: $02012Assets 2013: $12,622Liabilities 2013: $02013Assets 2014: $33,421Liabilities 2014: $02014Assets 2015: $24,220Liabilities 2015: $02015Assets 2016: $26,619Liabilities 2016: $02016Assets 2017: $31,743Net Assets 2017: $31,7432017Assets 2018: $31,897Net Assets 2018: $31,8972018Assets 2019: $32,592Net Assets 2019: $32,5922019Assets 2020: $60,691Net Assets 2020: $60,6912020Assets 2021: $44,340Net Assets 2021: $44,3402021Assets 2022: $42,895Liabilities 2022: $0Net Assets 2022: $42,8952022Assets 2023: $51,832Liabilities 2023: $0Net Assets 2023: $51,8322023Assets 2024: $63,982Liabilities 2024: $0Net Assets 2024: $63,9822024Assets 2025: $66,687Liabilities 2025: $0Net Assets 2025: $66,6872025

Highlighted filing

2017

Assets$31,743
Liabilities-
Net Assets$31,743
Open 2017 Filing

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2011: $33,888Expenses 2011: $32,811Net Income 2011: $1,0772011Revenue 2012: $40,435Expenses 2012: $28,200Net Income 2012: $12,2352012Revenue 2013: $40,785Expenses 2013: $57,288Net Income 2013: -$16,5032013Revenue 2014: $56,543Expenses 2014: $37,561Net Income 2014: $18,9822014Revenue 2015: $32,624Expenses 2015: $41,855Net Income 2015: -$9,2312015Revenue 2016: $45,508Expenses 2016: $43,109Net Income 2016: $2,3992016Revenue 2017: $44,777Expenses 2017: $39,653Net Income 2017: $5,1242017Revenue 2018: $48,308Expenses 2018: $48,154Net Income 2018: $1542018Revenue 2019: $43,573Expenses 2019: $42,878Net Income 2019: $6952019Revenue 2020: $41,755Expenses 2020: $13,656Net Income 2020: $28,0992020Revenue 2021: $2,283Expenses 2021: $18,634Net Income 2021: -$16,3512021Revenue 2022: $10,700Expenses 2022: $12,145Net Income 2022: -$1,4452022Revenue 2023: $26,159Expenses 2023: $17,222Net Income 2023: $8,9372023Revenue 2024: $26,732Expenses 2024: $14,582Net Income 2024: $12,1502024Revenue 2025: $14,021Expenses 2025: $11,316Net Income 2025: $2,7052025

Highlighted filing

2017

Revenue$44,777
Expenses$39,653
Net Income$5,124
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 14, 2017
Return Version
2016v3.0
Gross Receipts
$83,362
Mission and Program Overview

Mission

To raise funds for the academic support of the students of monte verde elementary school.

Program Services

DescriptionGrantsExpenses
TO RAISE FUNDS TO SUPPORT THE SCHOOL BY PURCHASING SUPPLIES, AND TO PAY THE COST OF FIELD TRIPS AN ASSEMBLIES.$28,673-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHANIE TEJADAAuditor-$0--
VICTORIA LAUPresident-$0--
NIXORA FERMANVice President-$0--
GREG LIMParliamentarian-$0--
CELESTE WONGHistorian-$0--
CARISSA HONGTreasurer-$0--
CAROL WONGSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Monte Verde Elementary Pta
EIN
94-6183887
Phone
6505765265
Address
2551 SAINT CLOUD DRIVE, SAN BRUNO, CA 94066

Signing Officer

Name
Carissa Hong
Title
Treasurer
Signed
2017-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Seideman Accounting Group
Address
1650 Borel Place 123, San Mateo, CA 94402
Preparer
Kenneth G Seideman
Phone
6505738573
Supplemental Narrative

Additional Explanations

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

“| Donee's Name: MONTE VERDE ELEMENTARY SCHOOL | Donee's Address: 2551 SAINT CLOUD DRIVE SAN BRUNO CA 94066 | Cash Amount Given: $10143”

Other Expenses.1

“ASSEMBLIES $26126”

Other Expenses.2

“TRAINING $1681”

Other Expenses.3

“MISCELLANEOUS $875”

Raw XML Appendix155 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/BooksInCareOfDetail/USAddress/CityNm0SAN BRUNO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
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IRS990EZ/GrossProfitLossSlsOfInvntryAmt040367
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IRS990EZ/GrossSalesOfInventoryAmt078952
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MadeLoansToFromOfficersInd0false
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STEPHANIE TEJADA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1VICTORIA LAU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2NIXORA FERMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GREG LIM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CELESTE WONG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CARISSA HONG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CAROL WONG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0AUDITOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PARLIAMENTARIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4HISTORIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt028682
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO RAISE FUNDS FOR THE ACADEMIC SUPPORT OF THE STUDENTS OF MONTE VERDE ELEMENTARY SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO RAISE FUNDS TO SUPPORT THE SCHOOL BY PURCHASING SUPPLIES, AND TO PAY THE COST OF FIELD TRIPS AN ASSEMBLIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt028673
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt039653
IRS990EZ/TotalProgramServiceExpensesAmt028673
IRS990EZ/TotalRevenueAmt044777
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0943083861
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0MONTE VERDE ELEMENTARY SCHOOL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: MONTE VERDE ELEMENTARY SCHOOL | Donee's Address: 2551 SAINT CLOUD DRIVE SAN BRUNO CA 94066 | Cash Amount Given: $10143
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ASSEMBLIES $26126
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TRAINING $1681
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MISCELLANEOUS $875
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CARISSA HONG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTE VERDE ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0946183887
ReturnHeader/Filer/PhoneNum06505765265
ReturnHeader/Filer/USAddress/AddressLine1Txt02551 SAINT CLOUD DRIVE
ReturnHeader/Filer/USAddress/CityNm0SAN BRUNO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094066
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01650 Borel Place 123
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Mateo
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094402
ReturnHeader/PreparerPersonGrp/PhoneNum06505738573
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENNETH G SEIDEMAN
ReturnHeader/ReturnTs02017-11-14T14:50:02-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$31,743
Liabilities
-
Net assets
$31,743
Revenue
$44,777
Expenses
$39,653
Net income
$5,124
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$66.7$0.00$66.7$14.0$11.3$2.71
2024Detailed filing. Detailed filing data is available for this year.$64.0$0.00$64.0$26.7$14.6$12.2
2023Detailed filing. Detailed filing data is available for this year.$51.8$0.00$51.8$26.2$17.2$8.94
2022Detailed filing. Detailed filing data is available for this year.$42.9$0.00$42.9$10.7$12.1$1.45
2021Detailed filing. Detailed filing data is available for this year.$44.3$44.3$2.28$18.6$16.4
2020Detailed filing. Detailed filing data is available for this year.$60.7$60.7$41.8$13.7$28.1
2019Detailed filing. Detailed filing data is available for this year.$32.6$32.6$43.6$42.9$0.70
2018Detailed filing. Detailed filing data is available for this year.$31.9$31.9$48.3$48.2$0.15
2017Detailed filing. Detailed filing data is available for this year.$31.7$31.7$44.8$39.7$5.12
2016Summary only. Only limited summary data is available for this year.$26.6$0.00$45.5$43.1$2.40
2015Summary only. Only limited summary data is available for this year.$24.2$0.00$32.6$41.9$9.23
2014Summary only. Only limited summary data is available for this year.$33.4$0.00$56.5$37.6$19.0
2013Summary only. Only limited summary data is available for this year.$12.6$0.00$40.8$57.3$16.5
2012Summary only. Only limited summary data is available for this year.$29.1$0.00$40.4$28.2$12.2
2011Summary only. Only limited summary data is available for this year.$16.9$0.00$33.9$32.8$1.08