Monroe School PTA California Congress of Parents

EIN 95-6208404 • 501(c)3 • Santa Barbara, CA

Profile

Provide Programs for Public School

431 Flora Vista DrSanta Barbara, CA 93109-1101

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

-72%

Higher net margin than 12% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

-43%

Faster asset growth than 22% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

0.2%

Faster revenue growth than 53% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet

Liabilities / AssetsScore unavailable

Assets

Down

$46,465

Down $35,331 (-43%) from 2023

Liabilities

No earlier filing loaded for comparison.

Net Assets

Down

$46,465

Down $35,331 (-43%) from 2023

Operations

Liabilities / RevenueScore unavailable Net Margin12th percentile

Revenue

$49,317

Up $94 (+0.2%) from 2023

Expenses

$84,648

Up $29,782 (+54%) from 2023

Net Income

Down

-$35,331

Down $29,688 (-526%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth22nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

Highlighted filing

2024

Assets$46,465

Liabilities-

Net Assets$46,465

Open 2024 Filing

Operations Trend

Revenue Growth53rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

Highlighted filing

2024

Revenue$49,317

Expenses$84,648

Net Income-$35,331

Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $46,465
Liabilities: -
Net assets: $46,465
Revenue: $49,317
Expenses: $84,648
Net income: -$35,331

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$0.46		$0.46	$0.49	$0.85	$0.35
2023Detailed filing. Detailed filing data is available for this year.	$0.82		$0.82	$0.49	$0.55	$0.06
2022Detailed filing. Detailed filing data is available for this year.	$0.87	$0.00	$0.87	$0.25	$0.18	$0.07
2021Detailed filing. Detailed filing data is available for this year.	$0.80		$0.80	$0.11	$0.19	$0.09
2020Detailed filing. Detailed filing data is available for this year.	$0.89		$0.89	$0.47	$0.72	$0.25
2019Summary only. Only limited summary data is available for this year.	$1.13	$0.00		$0.34	$0.59	$0.25
2018Summary only. Only limited summary data is available for this year.	$1.38	$0.00		$0.49	$0.48	$0.01
2017Summary only. Only limited summary data is available for this year.	$1.38	$0.00	$1.38	$0.56	$0.46	$0.10
2016Summary only. Only limited summary data is available for this year.	$1.27	$0.00	$1.27	$0.56	$0.74	$0.18
2015Summary only. Only limited summary data is available for this year.	$1.45	$0.00	$1.45	$0.73	$0.51	$0.22
2014Summary only. Only limited summary data is available for this year.	$1.24	$0.00		$0.93	$0.71	$0.22
2013Summary only. Only limited summary data is available for this year.	$1.02	$0.00		$0.92	$1.10	$0.18
2012Summary only. Only limited summary data is available for this year.	$1.20	$0.00		$0.89	$0.83	$0.06
2011Summary only. Only limited summary data is available for this year.	$1.14	$0.00		$0.54	$0.60	$0.06

Latest Filing Detail

Jump To

Filing Snapshot

Filing Period: Jul 1, 2023 to Jun 30, 2024
Signed: Apr 16, 2025
Return Version: 2023v6.0
Gross Receipts: $74,503

Mission and Program Overview

Mission

Provide Programs for Public School

Program Services

Description	Grants	Expenses
Supplies for Classrooms Art Music PE Library Garden	$0	$36,330
5th & 6th Grade Camps	$0	$20,905
Field Trips and Bus Transportation	$0	$10,349
Camp	$0	$4,320
Beautification Day	$0	$2,472
Science Lab Supplies	$0	$2,113
Teacher Appreciation	$0	$2,064
6th Grade Year End Activities	$0	$1,958
Principals Discretionary Fund	$0	$1,297
Beach Picnics	$0	$287

Compensation and Service Providers

Top Officer Pay81st percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Brian Daly	VP Of Events	-	$0	-	-
Lindsay Winchell	VP Of Events	-	$0	-	-
Craig Jones	Financial Secretary-Fund Development	-	$0	-	-
Krystal Barajas	VP Of Marketing And Communications	-	$0	-	-
Kathleen Dixon	VP Of Fund Development	-	$0	-	-
Jenny Nelson	VP Of Fund Development	-	$0	-	-
Rocio Briggs	VP Of Communications	-	$0	-	-
Katie Downs	VP Of Marketing	-	$0	-	-
Megan Young	Secretary	-	$0	-	-
Kachina Heil	Treasurer	-	$0	-	-
Ashley Farias	President	PT	$0	-	-

Fundraising, Events, and Gaming

Fundraising Events

Event	Gross Receipts	Gross Revenue	Direct Expenses	Net Income
Move-A-Thon	$19,908	$19,908	$6,924	$12,984
Annual Fund	$14,926	$14,926	$0	$14,926
Total Events	$48,812	$48,812	$9,669	$39,143

Filing and Contact Details

Filer

Filer Name: Monroe School Pta California Congress of Parents
EIN: 95-6208404
In Care Of: % Ashley Farias
Address: 431 FLORA VISTA DR, SANTA BARBARA, CA 93109-1101

Signing Officer

Name: Kachina Heil Heil
Title: Treasurer
Signed: 2025-04-16

Supplemental Narrative

Additional Explanations

Part I, line 16

“| Other Expenses:, Amount:| Insurance, $282| Program Expense, $100| Administrative Fees, $35| 5th 6th Grade Camps, $20905| Field Trips, $3015| Teacher Appreciation Luncheon, $2064| Bus Transportation, $330| Music Supplies, $11165| Garden Supplies, $10500| Tax and License Fees, $25| 6th Grade Camp, $4320| Bank Charges, $116| Beautification Day, $2473| Supplies, $1988| Art Supplies, $4676| Science Night, $2114| Field Trip Bus Transportation Expense, $7005| Beach Picnic, $287| 6th Grade End of Year Activities, $1958|”

Raw XML Appendix328 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/TitleTxt	10	President
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IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt	0	0
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt	0	0
IRS990ScheduleA/OtherIncome509Grp/TotalAmt	0	0
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearAmt	0	0
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus1YearAmt	0	0
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus2YearsAmt	0	0
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus3YearsAmt	0	0
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus4YearsAmt	0	0
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt	0	0
IRS990ScheduleA/PubliclySupportedOrg509a2Ind	0	X
IRS990ScheduleA/PublicSupportCY509Pct	0	0.9975
IRS990ScheduleA/PublicSupportPY509Pct	0	0.9967
IRS990ScheduleA/PublicSupportTotal509Amt	0	249921
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt	0	0
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt	0	0
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt	0	0
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt	0	0
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt	0	0
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt	0	0
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt	0	0
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt	0	0
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt	0	0
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt	0	0
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt	0	0
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt	0	0
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearAmt	0	0
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus1YearAmt	0	0
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus2YearsAmt	0	0
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus3YearsAmt	0	0
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus4YearsAmt	0	0
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt	0	0
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind	0	X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt	0	74406
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt	0	70424
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt	0	26368
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt	0	12149
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt	0	66574
IRS990ScheduleA/Total509Grp/TotalAmt	0	249921
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt	0	74502
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt	0	70534
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt	0	26473
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt	0	12259
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt	0	66772
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt	0	250540
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt	0	0
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent2Amt	0	0
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesOtherEventsAmt	0	0
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt	0	0
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt	0	0
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt	0	0
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt	0	0
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt	0	0
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt	0	9669
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt	0	0
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt	0	0
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentOtherEventsAmt	0	0
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt	0	0
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm	0	Move-A-Thon
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm	0	Annual Fund
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt	0	0
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt	0	0
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt	0	0
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt	0	0
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt	0	19908
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt	0	14926
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt	0	13978
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt	0	48812
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt	0	19908
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt	0	14926
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt	0	13978
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt	0	48812
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt	0	39143
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt	0	0
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt	0	0
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesOtherEventsAmt	0	0
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt	0	0
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt	0	2745
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt	0	9669
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt	0	6924
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt	0	0
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt	0	2
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt	0	0
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt	0	0
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt	0	0
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt	0	0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	\| Other Expenses:, Amount:\| Insurance, $282\| Program Expense, $100\| Administrative Fees, $35\| 5th 6th Grade Camps, $20905\| Field Trips, $3015\| Teacher Appreciation Luncheon, $2064\| Bus Transportation, $330\| Music Supplies, $11165\| Garden Supplies, $10500\| Tax and License Fees, $25\| 6th Grade Camp, $4320\| Bank Charges, $116\| Beautification Day, $2473\| Supplies, $1988\| Art Supplies, $4676\| Science Night, $2114\| Field Trip Bus Transportation Expense, $7005\| Beach Picnic, $287\| 6th Grade End of Year Activities, $1958\|
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	Part I, line 16
ReturnHeader/BuildTS	0	2025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	Kachina Heil Heil
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2025-04-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	MONROE SCHOOL PTA CALIFORNIA CONGRESS OF PARENTS
ReturnHeader/Filer/BusinessNameControlTxt	0	MONR
ReturnHeader/Filer/EIN	0	956208404
ReturnHeader/Filer/ForeignPhoneNum	0	8059667023
ReturnHeader/Filer/InCareOfNm	0	% Ashley Farias
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	431 FLORA VISTA DR
ReturnHeader/Filer/USAddress/CityNm	0	SANTA BARBARA
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CA
ReturnHeader/Filer/USAddress/ZIPCd	0	931091101
ReturnHeader/ReturnTs	0	2025-04-15T16:48:26-04:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2023-07-01
ReturnHeader/TaxPeriodEndDt	0	2024-06-30
ReturnHeader/TaxYr	0	2023