Nonprofit · EIN 37-1507478
MONTICELLO & JEFFERSON SCHOOL PFA
Tax-exempt · TRACY, CA 95304
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $31,582 | $27,909 | $3,673 | $36,033 | $0 | $36,033 |
| June 30, 2024 | 990-EZ | $34,585 | $41,436 | -$6,851 | $32,360 | $0 | $32,360 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Net income from fundraising events
- $31,582
Expenses
- Grants and similar amounts paid
- $26,036
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $700
- Other expenses
- $1,173
- Program services (functional)
- $26,035
Balance sheet and other
- Total assets, start of year
- $32,360
- Total assets, end of year
- $36,033
- Total liabilities, end of year
- $0
- Net assets, end of year
- $36,033
- Cash, savings and investments
- $36,033
- Gross receipts
- $55,534
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LAUREN RUIZ | PRESIDENT | 15 | $0 |
| ALI ODOM | V.P. MONTICELLO | 2 | $0 |
| ASHLEE GORDON | V.P. JEFFERSON | 2 | $0 |
| CINDY CERVANTEZ | TREASURER | 15 | $0 |
| SANDRA CALLE SANCHEZ | SECRETARY | 5 | $0 |
| SANDRA RUIZ | AUDITOR | 2 | $0 |
990-EZ for the year ended June 30, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MORGAN GAMA | PRESIDENT | 15 | $0 |
| ASHLEE GORDON | V.P. MONTICELLO | 2 | $0 |
| SHAWN JEDDI | V.P. JEFFERSON | 2 | $0 |
| STEPHANIE GOZUM | TREASURER | 15 | $0 |
| CASSANDRA WILLIAMS | SECRETARY | 5 | $0 |
| SANDRA RUIZ | AUDITOR | 2 | $0 |
| LANY RUIZ | CO-PRESIDENT | 15 | $0 |
Address and contacts
- Address (IRS master file)
- 7500 W LINNE RD, TRACY, CA 95304-9278
- In care of
- % SILVIA KRUSE
- Mailing address (990-N for 2021)
- 7500 W LINNE ROAD, TRACY CA 95304
- Principal officer (990-N for 2021)
- Sandra Ruiz, 7500 W LINNE ROAD, TRACY CA 95304
- Signed the 990-EZ
- SANDRA RUIZ, AUDITOR
- Phone
- (209) 835-4494
- Return prepared by
- KEMPER CPA GROUP LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 37-1507478 or by the name MONTICELLO & JEFFERSON SCHOOL PFA.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
RAISE FUNDS THAT WILL ENHANCE STUDENTS' EDUCATIONAL NEEDS AT THE MONTICELLO ELEMENTARY SCHOOL AND JEFFERSON SCHOOL.
Program accomplishments
- RAISE FUNDS FOR THE MONTICELLO ELEMENTARY SCHOOL TO ENHANCE THE STUDENTS' EDUCATIONAL EXPERIENCE AND TO PROMOTE AND MEET THE LITERARY AND EDUCATIONAL NEEDS OF THE STUDENTS.Expenses $9,783
- RAISE FUNDS FOR THE JEFFERSON SCHOOL TO ENHANCE THE STUDENTS' EDUCATIONAL EXPERIENCE AND TO PROMOTE AND MEET THE LITERARY AND EDUCATIONAL NEEDS OF THE STUDENTS.Expenses $16,252
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 37-1507478
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2013
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B11)
- Assets (IRS master file)
- $36,033
- Income (IRS master file)
- $55,534
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $31,582 | $27,909 | $36,033 | XML |
| 990-EZ | June 2024 | $34,585 | $41,436 | $32,360 | XML |
| 990-EZ | June 2023 | – | – | – | IRS |
| 990-N for 2021 Officer: Sandra Ruiz | June 30, 2022 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2020 Officer: Sandra Ruiz | June 30, 2021 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-EZ | June 2019 | – | – | – | IRS |
| 990-N for 2016 Officer: Sandra Ruiz | June 30, 2017 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 37-1507478).
Questions about MONTICELLO & JEFFERSON SCHOOL PFA
- What is the EIN of MONTICELLO & JEFFERSON SCHOOL PFA?
- The employer identification number (EIN) of MONTICELLO & JEFFERSON SCHOOL PFA is 37-1507478.
- Is MONTICELLO & JEFFERSON SCHOOL PFA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2013.
- Are donations to MONTICELLO & JEFFERSON SCHOOL PFA tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MONTICELLO & JEFFERSON SCHOOL PFA file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MONTICELLO & JEFFERSON SCHOOL PFA due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MONTICELLO & JEFFERSON SCHOOL PFA last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
- Who is the principal officer of MONTICELLO & JEFFERSON SCHOOL PFA?
- The 990-N for 2021 names Sandra Ruiz.
- Who are the officers and directors of MONTICELLO & JEFFERSON SCHOOL PFA?
- The 990-EZ for the year ended June 30, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does MONTICELLO & JEFFERSON SCHOOL PFA have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $31,582, expenses of $27,909 and total assets of $36,033 at year end.
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