Civic Intelligence

Monte Vista Elementary PTA PTA California Congress of Parents

EIN 95-6208410 • 501(c)3 • Vista, CA

Profile

Our mission is to positively impact the lives of all children and families.

1720 Monte Vista DrVista, CA 92084

www.montevistapta.org

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2025

Net Margin

57th percentile

5.6%

Higher net margin than 57% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

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 2025

Asset Growth

63rd percentile

5.4%

Faster asset growth than 63% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

61st percentile

6.7%

Faster revenue growth than 61% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$38,477

Up $1,960 (+5.4%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$38,477

Up $1,960 (+5.4%) from 2024

Revenue

Up

$69,974

Up $4,375 (+6.7%) from 2024

Expenses

Up

$66,078

Up $4,629 (+7.5%) from 2024

Net Income

Down

$3,896

Down $254 (-6.1%) from 2024

Trend Graphs

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2012: $33,106Liabilities 2012: $02012Assets 2013: $34,608Liabilities 2013: $02013Assets 2014: $40,642Liabilities 2014: $02014Assets 2015: $44,535Liabilities 2015: $02015Assets 2016: $27,543Liabilities 2016: $02016Assets 2017: $18,844Liabilities 2017: $02017Assets 2018: $28,537Liabilities 2018: $02018Assets 2019: $18,662Liabilities 2019: $02019Assets 2020: $44,155Liabilities 2020: $02020Assets 2021: $30,039Liabilities 2021: $02021Assets 2023: $32,367Net Assets 2023: $32,3672023Assets 2024: $36,517Net Assets 2024: $36,5172024Assets 2025: $38,477Net Assets 2025: $38,4772025

Highlighted filing

2025

Assets$38,477
Liabilities-
Net Assets$38,477

Operations Trend

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

$100K$50K$0-$50KRevenue 2012: $42,697Expenses 2012: $45,226Net Income 2012: -$2,5292012Revenue 2013: $35,342Expenses 2013: $33,840Net Income 2013: $1,5022013Revenue 2014: $33,507Expenses 2014: $27,473Net Income 2014: $6,0342014Revenue 2015: $34,101Expenses 2015: $30,208Net Income 2015: $3,8932015Revenue 2016: $32,702Expenses 2016: $49,694Net Income 2016: -$16,9922016Revenue 2017: $23,338Expenses 2017: $32,037Net Income 2017: -$8,6992017Revenue 2018: $34,256Expenses 2018: $24,564Net Income 2018: $9,6922018Revenue 2019: $30,187Expenses 2019: $40,062Net Income 2019: -$9,8752019Revenue 2020: $38,410Expenses 2020: $12,917Net Income 2020: $25,4932020Revenue 2021: $18,433Expenses 2021: $32,549Net Income 2021: -$14,1162021Revenue 2023: $57,758Expenses 2023: $60,689Net Income 2023: -$2,9312023Revenue 2024: $65,599Expenses 2024: $61,449Net Income 2024: $4,1502024Revenue 2025: $69,974Expenses 2025: $66,078Net Income 2025: $3,8962025

Highlighted filing

2025

Revenue$69,974
Expenses$66,078
Net Income$3,896

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jan 16, 2026
Return Version
2024v5.0
Gross Receipts
$141,617
Mission and Program Overview

Mission

Our mission is to positively impact the lives of all children and families.

Program Services

DescriptionGrantsExpenses
TO ENRICH THE LEARNING OF STUDENTS-$43,131
TO SUPPORT THE STAFF AND INCREASE HOME/COMMUNITY INVOLVEMENT-$14,062
TO PROMOTE THE WELFARE OF THE STUDENTS-$3,218
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GINA AVERETTPresidentPT$0--
LAUREN MELLYSecretaryPT$0--
MELISSA COURTERTreasurerPT$0--
ASHLEY DOYEAVP-FundraisiPT$0--
REBECCA NUNESVP-MembershiPT$0--
JENNIFER NEVILLEVP-ProgramsPT$0--
ERIN MARKHAMParliamentarPT$0--
OMAR SEVILLAHistorianPT$0--
CARRIE SVIENFinancial RePT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog a Thon$40,809$40,809$5,596$35,213
Book Fair$16,102$16,102$19,227$-3,125
Total Events$110,081$110,081$58,211$51,870
Filing and Contact Details

Filer

Filer Name
Monte Vista Elementary Pta
EIN
95-6208410
Phone
7607260410
Address
1720 MONTE VISTA DR, VISTA, CA 92084

Signing Officer

Name
Melissa Courter
Title
Treasurer
Phone
7607260410
Signed
2026-01-16
Discuss with paid preparer
Yes

Preparer

Firm
Carlsbad Certified Public Accountants
Address
5741 PALMER WAY SUITE A, CARLSBAD, CA 92010-7248
Preparer
Joanne Goddard-hackett
Phone
7604389500
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Vista unified council of ptas admin support 75 1234 arcadia ave vista, ca 92084

Form 990-ez, Part I, Line 16

Expenses office 1,785 pta annual planning meeting 198 aims insurance 288 penalty and interest 34 filing fee 10 student/school enrichmen 31,044 site beautification 3,218 hospitality 1,097 movie license 646 other program 4,174 membership 1,728 fundraising expense 267 bank fees 159 service awards 1,074 family events 2,168 innovation lab 2,493 library support 1,631 teacher appreciation 1,851 assemblies 1,997 donated supplies used 9,077 total 64,939

Form 990-ez, Part I, Line 20

Deposit in transit 144 voided checks 630 prior year expenses -2,710

Raw XML Appendix194 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/ExplanationTxt0VISTA UNIFIED COUNCIL OF PTAS ADMIN SUPPORT 75 1234 ARCADIA AVE VISTA, CA 92084
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE 1,785 PTA ANNUAL PLANNING MEETING 198 AIMS INSURANCE 288 PENALTY AND INTEREST 34 FILING FEE 10 STUDENT/SCHOOL ENRICHMEN 31,044 SITE BEAUTIFICATION 3,218 HOSPITALITY 1,097 MOVIE LICENSE 646 OTHER PROGRAM 4,174 MEMBERSHIP 1,728 FUNDRAISING EXPENSE 267 BANK FEES 159 SERVICE AWARDS 1,074 FAMILY EVENTS 2,168 INNOVATION LAB 2,493 LIBRARY SUPPORT 1,631 TEACHER APPRECIATION 1,851 ASSEMBLIES 1,997 DONATED SUPPLIES USED 9,077 TOTAL 64,939
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DEPOSIT IN TRANSIT 144 VOIDED CHECKS 630 PRIOR YEAR EXPENSES -2,710
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