Civic Intelligence

Rosefield Charter School Parent Teacher Organization

EIN 20-4416297 • 501(c)3 • Surprise, AZ

Profile

Supporting Public Charter Schoo

12050 N Bullard AveSurprise, AZ 85379
Siviq Scores

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

Liabilities / Assets

93rd percentile

1.00x

Higher debt load relative to assets than 93% of similar nonprofits.

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

Liabilities / Revenue

93rd percentile

0.71x

Higher debt load relative to revenue than 93% of similar nonprofits.

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

Net Margin

51st percentile

1.9%

Higher net margin than 51% 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

59th percentile

2.7%

Faster asset growth than 59% of similar nonprofits.

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

Revenue Growth

63rd percentile

9.0%

Faster revenue growth than 63% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Up

$29,625

Up $787 (+2.7%) from 2024

Liabilities

Up

$29,625

Up $787 (+2.7%) from 2024

Net Assets

Down

$788

Down $21,953 (-97%) from 2024

Operations
Liabilities / Revenue93rd percentileNet Margin51st percentile

Revenue

Up

$41,536

Up $3,434 (+9.0%) from 2024

Expenses

Up

$40,748

Up $25,387 (+165%) from 2024

Net Income

Down

$788

Down $21,953 (-97%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth59th percentile

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

$60K$40K$20K$0-$20K-$40KAssets 2015: $9,526Liabilities 2015: $02015Assets 2016: $13,705Net Assets 2016: $13,7052016Assets 2017: $25,083Net Assets 2017: $25,0842017Assets 2018: $2,554Net Assets 2018: $2,5542018Assets 2020: $41,291Net Assets 2020: $41,2842020Assets 2021: $12,302Liabilities 2021: $12,302Net Assets 2021: -$28,9092021Assets 2022: $4,365Liabilities 2022: $4,365Net Assets 2022: -$7,5082022Assets 2023: $2,036Liabilities 2023: $2,036Net Assets 2023: $1,7302023Assets 2024: $28,838Liabilities 2024: $28,838Net Assets 2024: $22,7412024Assets 2025: $29,625Liabilities 2025: $29,625Net Assets 2025: $7882025

Highlighted filing

2025

Assets$29,625
Liabilities$29,625
Net Assets$788
Open 2025 Filing

Operations Trend

Revenue Growth63rd percentile

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

$100K$50K$0-$50KRevenue 2015: $31,280Expenses 2015: $21,754Net Income 2015: $9,5262015Revenue 2016: $44,101Expenses 2016: $39,831Net Income 2016: $4,2702016Revenue 2017: $33,776Expenses 2017: $22,397Net Income 2017: $11,3792017Revenue 2018: $52,774Expenses 2018: $75,303Net Income 2018: -$22,5292018Revenue 2020: $48,234Expenses 2020: $8,368Net Income 2020: $39,8662020Revenue 2021: $14,825Expenses 2021: $43,734Net Income 2021: -$28,9092021Revenue 2022: $29,402Expenses 2022: $36,910Net Income 2022: -$7,5082022Revenue 2023: $41,300Expenses 2023: $39,570Net Income 2023: $1,7302023Revenue 2024: $38,102Expenses 2024: $15,361Net Income 2024: $22,7412024Revenue 2025: $41,536Expenses 2025: $40,748Net Income 2025: $7882025

Highlighted filing

2025

Revenue$41,536
Expenses$40,748
Net Income$788
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$29,625
Liabilities
$29,625
Net assets
$788
Revenue
$41,536
Expenses
$40,748
Net income
$788
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$29.6$29.6$0.79$41.5$40.7$0.79
2024Detailed filing. Detailed filing data is available for this year.$28.8$28.8$22.7$38.1$15.4$22.7
2023Detailed filing. Detailed filing data is available for this year.$2.04$2.04$1.73$41.3$39.6$1.73
2022Detailed filing. Detailed filing data is available for this year.$4.37$4.37$7.51$29.4$36.9$7.51
2021Detailed filing. Detailed filing data is available for this year.$12.3$12.3$28.9$14.8$43.7$28.9
2020Detailed filing. Detailed filing data is available for this year.$41.3$41.3$48.2$8.37$39.9
2018Detailed filing. Detailed filing data is available for this year.$2.55$2.55$52.8$75.3$22.5
2017Detailed filing. Detailed filing data is available for this year.$25.1$25.1$33.8$22.4$11.4
2016Detailed filing. Detailed filing data is available for this year.$13.7$13.7$44.1$39.8$4.27
2015Summary only. Only limited summary data is available for this year.$9.53$0.00$31.3$21.8$9.53
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 5, 2025
Return Version
2024v5.0
Gross Receipts
$82,868
Mission and Program Overview

Mission

Supporting Public Charter Schoo

Program Services

DescriptionGrantsExpenses
Charter School Support Donations to School and Staff-$35,588
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Johnnie MulthaufPresidentPT$0--
Jennifer FloresVice PresidentPT$0--
Tara PhillipsTreasurerPT$0--
Lita GutweinSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Apex Fun Run$19,987$19,987$2,061$17,926
Shirt Sales$11,089$11,089$8,164$2,925
Total Events$50,861$50,861$29,021$21,840
Filing and Contact Details

Filer

Filer Name
Rosefield Charter School Parent
EIN
20-4416297
Address
12050 N Bullard Ave, SURPRISE, AZ 85379

Signing Officer

Name
Tara Philips
Title
Treasurer
Phone
6233443400
Signed
2025-09-05
Discuss with paid preparer
Yes

Preparer

Firm
True Blue Tax Service LLC
Address
39 Mary Elizabeth Dr, LADYS ISLAND, SC 29907
Preparer
Melinda McCorkle EA
Phone
6232399869
Supplemental Narrative

Additional Explanations

Form 990EZ Part I Line 10

“Stage and sound system upgrades 23026 Sports equipment 3463 Student and teacher events 9099”

Form 990EZ Part I Line 16

“Office and other various expenses 2382”

Form 990EZ Part II

“28838 Retained Earnings”

Form 990EZ Part II

“29625 Retained Earnings”

Raw XML Appendix161 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Tara Phillips
IRS990EZ/BooksInCareOfDetail/PhoneNum06233443400
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt012050 N Bullard Ave
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SURPRISE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd085379
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt028838
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt029625
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt05190
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0788
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt028838
IRS990EZ/Form990TotalAssetsGrp/EOYAmt029625
IRS990EZ/FundraisingGrossIncomeAmt077678
IRS990EZ/GrantsAndSimilarAmountsPaidAmt035588
IRS990EZ/GrossReceiptsAmt082868
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0788
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Johnnie Multhauf
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jennifer Flores
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Tara Phillips
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Lita Gutwein
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt02382
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Supporting Public Charter Schoo
IRS990EZ/PrintingPublicationsPostageAmt02778
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Charter School Support Donations to School and Staff
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt035588
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt041332
IRS990EZ/SpecialEventsNetIncomeLossAmt036346
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt028838
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt029625
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt040748
IRS990EZ/TotalProgramServiceExpensesAmt035588
IRS990EZ/TotalRevenueAmt041536
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05190
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02064
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02172
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02872
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02335
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt014633
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt014633
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt05190
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt02064
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt02172
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02872
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt02335
IRS990ScheduleA/Total509Grp/TotalAmt014633
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt05190
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt02064
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt02172
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt02872
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt02335
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt014633
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt029021
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Apex Fun Run
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Shirt Sales
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt019987
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt011089
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt019785
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt050861
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt019987
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt011089
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt019785
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt050861
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt021840
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt018796
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt029021
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02061
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt08164
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Stage and sound system upgrades 23026 Sports equipment 3463 Student and teacher events 9099
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office and other various expenses 2382
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt228838 Retained Earnings
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt329625 Retained Earnings
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ Part I Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ Part I Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ Part II
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ Part II
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Tara Philips
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06233443400
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rosefield Charter School Parent
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Teacher Organization
ReturnHeader/Filer/BusinessNameControlTxt0ROSE
ReturnHeader/Filer/EIN0204416297
ReturnHeader/Filer/USAddress/AddressLine1Txt012050 N Bullard Ave
ReturnHeader/Filer/USAddress/CityNm0SURPRISE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085379
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271457324
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0True Blue Tax Service LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt039 Mary Elizabeth Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LADYS ISLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd029907
ReturnHeader/PreparerPersonGrp/PhoneNum06232399869
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Melinda McCorkle EA
ReturnHeader/ReturnTs02025-09-08T08:32:23-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.