Civic Intelligence

Somerton Tamale Festival Inc

EIN 20-4166222 • 501(c)3 • Somerton, AZ

Profile

To organize events and festivals to raise funds for annual scholarships and to promote higher education in yuma county and arizona.

1111 West Yucca StreetSomerton, AZ 85350

somertontamalefestival.com

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

54th percentile

3.6%

Higher net margin than 54% of similar nonprofits.

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

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 2024

Asset Growth

64th percentile

6.8%

Faster asset growth than 64% of similar nonprofits.

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

Revenue Growth

35th percentile

-19%

Faster revenue growth than 35% of similar nonprofits.

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

Assets

Up

$87,600

Up $5,576 (+6.8%) from 2023

Liabilities

Down

$0

Down $3,315 (-100%) from 2023

Net Assets

Up

$87,600

Up $8,891 (+11%) from 2023

Revenue

Down

$246,437

Down $57,376 (-19%) from 2023

Expenses

Down

$237,546

Down $12,444 (-5.0%) from 2023

Net Income

Down

$8,891

Down $44,932 (-83%) from 2023

Trend Graphs

Balance Sheet Trend

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

$100K$50K$0Assets 2012: $60,848Liabilities 2012: $0Net Assets 2012: $60,8482012Assets 2013: $73,436Liabilities 2013: $0Net Assets 2013: $73,4362013Assets 2014: $66,300Liabilities 2014: $0Net Assets 2014: $66,3002014Assets 2015: $95,770Liabilities 2015: $2,975Net Assets 2015: $92,7952015Assets 2016: $59,920Liabilities 2016: $150Net Assets 2016: $59,7702016Assets 2017: $54,500Liabilities 2017: $150Net Assets 2017: $54,3502017Assets 2018: $49,080Liabilities 2018: $0Net Assets 2018: $49,0802018Assets 2019: $28,036Liabilities 2019: $0Net Assets 2019: $28,0362019Assets 2020: $11,244Liabilities 2020: $0Net Assets 2020: $11,2442020Assets 2021: $34,874Liabilities 2021: $0Net Assets 2021: $34,8742021Assets 2022: $34,179Liabilities 2022: $525Net Assets 2022: $33,6542022Assets 2023: $82,024Liabilities 2023: $3,315Net Assets 2023: $78,7092023Assets 2024: $87,600Liabilities 2024: $0Net Assets 2024: $87,6002024

Highlighted filing

2024

Assets$87,600
Liabilities$0
Net Assets$87,600

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2012: $34,422Expenses 2012: $21,733Net Income 2012: $12,6892012Revenue 2013: $240,958Expenses 2013: $228,370Net Income 2013: $12,5882013Revenue 2014: $267,448Expenses 2014: $274,584Net Income 2014: -$7,1362014Revenue 2015: $315,932Expenses 2015: $289,437Net Income 2015: $26,4952015Revenue 2016: $254,684Expenses 2016: $287,709Net Income 2016: -$33,0252016Revenue 2017: $277,199Expenses 2017: $283,603Net Income 2017: -$6,4042017Revenue 2018: $314,439Expenses 2018: $319,045Net Income 2018: -$4,6062018Revenue 2019: $238,565Expenses 2019: $259,609Net Income 2019: -$21,0442019Revenue 2020: $4,912Expenses 2020: $52,419Net Income 2020: -$47,5072020Revenue 2021: $227,342Expenses 2021: $210,018Net Income 2021: $17,3242021Revenue 2022: $193,061Expenses 2022: $194,281Net Income 2022: -$1,2202022Revenue 2023: $303,813Expenses 2023: $249,990Net Income 2023: $53,8232023Revenue 2024: $246,437Expenses 2024: $237,546Net Income 2024: $8,8912024

Highlighted filing

2024

Revenue$246,437
Expenses$237,546
Net Income$8,891

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 11, 2025
Return Version
2024v5.2
Gross Receipts
$250,012
Mission and Program Overview

Mission

To organize events and festivals to raise funds for annual scholarships and to promote higher education in yuma county and arizona.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$82,024$87,600▲ $5,576
Total Assets$82,024$87,600▲ $5,576
Liabilities
Accounts Payable and Accrued Expenses$3,315--
Total Liabilities$3,315$0▼ $3,315
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$78,709$87,600▲ $8,891
Total Net Assets Fund Balance$78,709$87,600▲ $8,891
Total Liabilities and Net Assets / Fund Balance$82,024$87,600▲ $5,576
Compensation and Service Providers

Board Members and Trustees

NameTitle
Carlos AnayaPresident
Luis a HerediaExecutive Director
Gladys AnayaSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$74,800
Program Service Revenue
$172,400
Investment Income
$0
Other Revenue
$-763
All Other Contributions
$54,800
Change in Net Assets
$8,891
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$219,346
Grants and Similar Amounts Paid$18,200
Total Fundraising Expense$3,840
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$183,574--$183,574
Fees for Services Accounting-$15,700-$15,700
Advertising$11,108-$2,777$13,885
Grants to Domestic Orgs$12,200--$12,200
Grants to Domestic Individuals$6,000--$6,000
Information Technology$3,558-$889$4,447
Office Expenses$522$1,044$174$1,740
Total Functional Expenses$216,962$16,744$3,840$237,546
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
ASU FoundationTempe, AZ501c3Scholarships$10,000
Under reporting threshold---$2,200
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Board president carlos anaya and board secretary, gladys anaya, are related as defined by the irs definition of relative.

Form 990, Part VI, Section B, Line 8B

The organization does not have committees that are authorized to act on behalf of the board of directors.

Form 990, Part VI, Section B, Line 11B

The executive director of the organization distributes a pdf copy of the 990 return to all board members for review and comment prior to the return being filed.

Form 990, Part VI, Section B, Line 12C

At each board and committee meeting, if there is a discussion of selecting or engaging a vendor or service provider, all in attendance are asked to recuse themselves from this discussion if there could be a perceived conflict. Annually, the organization reviews and discusses the conflict of interest policy and requests that each board member list and acknowledge any known conflicts.

Form 990, Part VI, Section B, Line 15

The organization has no paid officers, directors, or employees but has volunteers perform the program activities.

Form 990, Part VI, Section C, Line 19

The organization will provide in a timely manner, copies of all governing documents, including its conflict of interest policy, when requested in writing or in person.

Filing and Contact Details

Filer

Filer Name
Somerton Tamale Festival Inc
EIN
20-4166222
Phone
9285100752
Address
1111 WEST YUCCA STREET, SOMERTON, AZ 85350

Signing Officer

Name
Luis Heredia
Title
Executive Director
Phone
9285100752
Signed
2025-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Luis Heredia
Formed
2011
Legal Domicile
Az
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
200

Preparer

Firm
Sechler Morgan Cpas Pllc
Address
2418 W BARROW DRIVE, CHANDLER, AZ 85224
Preparer
Kristina Morgan
Phone
6022302700
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Scholarships
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt06
IRS990ScheduleI/RecipientTable/CashGrantAmt010000
IRS990ScheduleI/RecipientTable/CashGrantAmt12200
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501c3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Scholarships
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ASU Foundation
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1Under reporting threshold
IRS990ScheduleI/RecipientTable/RecipientEIN0866051042
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0300 East University
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Tempe
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0AZ
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd085381
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0OUR ORGANIZATION FILLS AN IMPORTANT NEED BY PROVIDING SCHOLARSHIPS FOR LOCAL STUDENTS. THE ORGANIZATION REPRESENTS A VARIETY OF MAJORS AND PROFESSIONS, AND WE SERVE AS MENTORS TO THE RECIPIENTS. WE RECEIVE STATUS UPDATES FROM UNIVERSITIES.
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IRS990ScheduleL/GrntAsstBnftInterestedPrsnGrp/AssistancePurposeTxt0Education Scholarship
IRS990ScheduleL/GrntAsstBnftInterestedPrsnGrp/CashGrantAmt01000
IRS990ScheduleL/GrntAsstBnftInterestedPrsnGrp/PersonNm0Scholarship Recipient
IRS990ScheduleL/GrntAsstBnftInterestedPrsnGrp/RelationshipWithOrgTxt0Officer Familial Relationship
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0The scholarship selection committee is made up of individuals who are not on the board or related to board members. They have no role in planning or running the organizations event and act solely to review scholarship applications to approve and award scholarships based on the current years allocated funds.
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0Part III Line 1
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD PRESIDENT CARLOS ANAYA AND BOARD SECRETARY, GLADYS ANAYA, ARE RELATED AS DEFINED BY THE IRS DEFINITION OF RELATIVE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION DOES NOT HAVE COMMITTEES THAT ARE AUTHORIZED TO ACT ON BEHALF OF THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE EXECUTIVE DIRECTOR OF THE ORGANIZATION DISTRIBUTES A PDF COPY OF THE 990 RETURN TO ALL BOARD MEMBERS FOR REVIEW AND COMMENT PRIOR TO THE RETURN BEING FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AT EACH BOARD AND COMMITTEE MEETING, IF THERE IS A DISCUSSION OF SELECTING OR ENGAGING A VENDOR OR SERVICE PROVIDER, ALL IN ATTENDANCE ARE ASKED TO RECUSE THEMSELVES FROM THIS DISCUSSION IF THERE COULD BE A PERCEIVED CONFLICT. ANNUALLY, THE ORGANIZATION REVIEWS AND DISCUSSES THE CONFLICT OF INTEREST POLICY AND REQUESTS THAT EACH BOARD MEMBER LIST AND ACKNOWLEDGE ANY KNOWN CONFLICTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION HAS NO PAID OFFICERS, DIRECTORS, OR EMPLOYEES BUT HAS VOLUNTEERS PERFORM THE PROGRAM ACTIVITIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION WILL PROVIDE IN A TIMELY MANNER, COPIES OF ALL GOVERNING DOCUMENTS, INCLUDING ITS CONFLICT OF INTEREST POLICY, WHEN REQUESTED IN WRITING OR IN PERSON.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, Line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section C, Line 19
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IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt082024
IRS990/TotalAssetsEOYAmt087600
IRS990/TotalAssetsGrp/BOYAmt082024
IRS990/TotalAssetsGrp/EOYAmt087600
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt074800
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt03840
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt016744
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0216962
IRS990/TotalFunctionalExpensesGrp/TotalAmt0237546
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03315
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt03315
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt078709
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt087600
IRS990/TotalProgramServiceExpensesAmt0216962
IRS990/TotalProgramServiceRevenueAmt0172400
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0171637
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0246437
IRS990/TotalVolunteersCnt0200
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt082024
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt087600
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX1720
IRS990/USAddress/CityNm0SOMERTON
IRS990/USAddress/StateAbbreviationCd0AZ
IRS990/USAddress/ZIPCd085350
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0SomertonTamaleFestival.com
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LUIS HEREDIA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09285100752
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOMERTON TAMALE FESTIVAL INC
ReturnHeader/Filer/BusinessNameControlTxt0SOME
ReturnHeader/Filer/EIN0204166222
ReturnHeader/Filer/PhoneNum09285100752
ReturnHeader/Filer/USAddress/AddressLine1Txt01111 WEST YUCCA STREET
ReturnHeader/Filer/USAddress/CityNm0SOMERTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085350
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0822851604
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SECHLER MORGAN CPAS PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02418 W BARROW DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHANDLER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085224
ReturnHeader/PreparerPersonGrp/PhoneNum06022302700
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KRISTINA MORGAN
ReturnHeader/ReturnTs02025-11-11T05:31:03-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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