Civic Intelligence

Pateman-Akin-Avery-Kachina Foundation Paak Foundation

990EZ • Fiscal year 2016 • EIN 23-7057659

Sep 01, 2015 to Aug 31, 2016 • Filed on Jul 14, 2017

16043 South 30th PlacePhoenix, AZ 85048

(602) 881-0804

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

84th percentile

0.24x

Higher debt load relative to assets than 84% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

87th percentile

0.20x

Higher debt load relative to revenue than 87% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

14th percentile

-23%

Higher net margin than 14% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

22nd percentile

-17%

Faster asset growth than 22% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

54th percentile

3.0%

Faster revenue growth than 54% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$51,344

Down $10,677 (-17%) from 2015

Net Assets

Down

$39,159

Down $14,173 (-27%) from 2015

Liabilities

Up

$12,185

Up $3,496 (+40%) from 2015

Revenue

Up

$60,994

Up $1,786 (+3.0%) from 2015

Expenses

Up

$75,167

Up $29,200 (+64%) from 2015

Net Income

Down

-$14,173

Down $27,414 (-207%) from 2015

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80K$60K$40K$20K$0Assets 2011: $44,776Liabilities 2011: $23,917Net Assets 2011: $20,8592011Assets 2012: $58,214Liabilities 2012: $12,430Net Assets 2012: $45,7842012Assets 2013: $64,744Liabilities 2013: $22,143Net Assets 2013: $42,6012013Assets 2014: $61,050Liabilities 2014: $20,959Net Assets 2014: $40,0912014Assets 2015: $62,021Liabilities 2015: $8,689Net Assets 2015: $53,3322015Assets 2016: $51,344Liabilities 2016: $12,185Net Assets 2016: $39,1592016Assets 2017: $48,701Liabilities 2017: $12,803Net Assets 2017: $35,8982017Assets 2018: $43,724Liabilities 2018: $10,246Net Assets 2018: $33,4782018Assets 2020: $33,330Liabilities 2020: $14,299Net Assets 2020: $19,0312020Assets 2021: $15,378Liabilities 2021: $41Net Assets 2021: $15,3372021Assets 2022: $48,339Liabilities 2022: $4,628Net Assets 2022: $43,7112022Assets 2023: $49,721Liabilities 2023: $2,130Net Assets 2023: $47,5912023Assets 2024: $64,592Liabilities 2024: $8,531Net Assets 2024: $56,0612024

Highlighted filing

2016

Assets$51,344
Liabilities$12,185
Net Assets$39,159

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KExpenses 2011: $212,9812011Revenue 2012: $177,781Expenses 2012: $152,856Net Income 2012: $24,9252012Revenue 2013: $144,371Expenses 2013: $147,554Net Income 2013: -$3,1832013Revenue 2014: $37,018Expenses 2014: $25,232Net Income 2014: $11,7862014Revenue 2015: $59,208Expenses 2015: $45,967Net Income 2015: $13,2412015Revenue 2016: $60,994Expenses 2016: $75,167Net Income 2016: -$14,1732016Revenue 2017: $52,371Expenses 2017: $55,632Net Income 2017: -$3,2612017Revenue 2018: $50,957Expenses 2018: $53,377Net Income 2018: -$2,4202018Revenue 2020: $39,786Expenses 2020: $48,708Net Income 2020: -$8,9222020Revenue 2021: $53,070Expenses 2021: $56,764Net Income 2021: -$3,6942021Revenue 2022: $75,955Expenses 2022: $47,581Net Income 2022: $28,3742022Revenue 2023: $52,681Expenses 2023: $48,801Net Income 2023: $3,8802023Revenue 2024: $53,494Expenses 2024: $45,024Net Income 2024: $8,4702024

Highlighted filing

2016

Revenue$60,994
Expenses$75,167
Net Income-$14,173
Jump To
Filing Snapshot
Filing Period
Sep 1, 2015 to Aug 31, 2016
Signed
Jul 14, 2017
Return Version
2015v3.0
Gross Receipts
$70,506
Mission and Program Overview

Mission

Primary exempt purpose - educational classes including outdoor skills for teens, but also for all ages, stone masonry, tai chi, chinese medicine, a magazine on asian medicine and chinese martial arts.

Educational classes including outdoor skills for teens, but also for all ages, stone masonry, tai chi, Chinese medicine, a magazine on Asian medicine and Chinese martial arts.

Program Services

DescriptionGrantsExpenses
Self-Growth Classes$0$55,140
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Peter BusnackDirector-$0--
Paul DavisVice President, Director-$0--
Don HoffmanTreasurer, Director-$0--
Thomas W SonandresSecetary, Director-$0--
Max J VanormanChairman, Director-$0--
Christine CracchioloPresident, Director-$0--
Janet DrakeDirector-$0--
Geralee GrayDirector-$0--
Filing and Contact Details

Filer

Filer Name
Pateman-Akin-Avery-Kachina Foundation
EIN
23-7057659
Phone
6028810804
Address
16043 South 30th Place, Phoenix, AZ 85048

Signing Officer

Name
Donald A Hoffman
Title
Treasurer
Phone
6028810804
Signed
2017-07-14
Discuss with paid preparer
Yes

Preparer

Firm
Paul J Caputo CPA
Address
77 E Columbus Ave 212, Phoenix, AZ 85012
Preparer
Paul J Caputo
Phone
6022648500
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 7 - Sales of Inventory

Income: Gross Receipts: 35,124. Returns and Allowances: 0. Less Cost of Goods Sold: 9,512. Gross Profit: 25,612. Cost of Goods Sold: Inventory at Beginning of Year: 0. Merchandise Purchased: 9,512. Cost of Labor: 0. Materials and Supplies: 0. Other Costs: 0. Inventory at End of Year: 0. Cost of Goods Sold: 9,512.

Form 990-EZ, Part I, Line 14

Description: Depreciation. Amount: 893. Description: Other Expenses. Amount: 5,504. Total to Form 990-EZ, line 14: 6,397.

Form 990-EZ, Part I, Line 16 - Other Expenses

Description: Automotive. Amount: 7,695. Description: Advertising and Marketing. Amount: 3,496. Description: Dues and Subscriptions. Amount: 158. Description: Training. Amount: 359. Description: Program Supplies. Amount: 17,943. Description: Office and General Supplies. Amount: 4,571. Description: Travel. Amount: 341. Description: Insurance. Amount: 1,921. Description: Bank Charges. Amount: 415. Description: Website Expense. Amount: 561. Description: Donations. Amount: 100. Description: Property Taxes. Amount: 568. Description: Licenses and Permits. Amount: 220. Description: Meetings. Amount: 1,505. Description: Miscellaneous. Amount: 4,764. Total to Form 990-EZ, line 16: 44,617.

Form 990-EZ, Part II, Line 24 - Other Assets

Description: Accounts Receivable. Beg. of Year Amount: 0. End of Year Amount: 3,000. Description: Investment. Beg. of Year Amount: 1,000. End of Year Amount: 1,000. Description: Due from Other Divisions. Beg. of Year Amount: 0. End of Year Amount: 1,175. Description: Other Depreciable Assets. Beg. of Year Amount: 4,729. End of Year Amount: 3,836.

Form 990-EZ, Part II, Line 26 - Other Liabilities

Description: Accounts Payable. Beg. of Year Amount: 7,498. End of Year Amount: 9,294. Description: Payroll Taxes Payable. Beg. of Year Amount: 23. End of Year Amount: 0. Description: Credit Cards Payable. Beg. of Year Amount: 821. End of Year Amount: 2,101. Description: Sales Tax Payable. Beg. of Year Amount: 347. End of Year Amount: 540. Description: Due to Other Divisions. Beg. of Year Amount: 0. End of Year Amount: 250.

Raw XML Appendix187 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/PersonNm0Peter Busnack
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Thomas W Sonandres
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer, Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secetary, Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Chairman, Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5President, Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OperateHospitalInd00
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IRS990EZ/PrimaryExemptPurposeTxt0Educational classes including outdoor skills for teens, but also for all ages, stone masonry, tai chi, Chinese medicine, a magazine on Asian medicine and Chinese martial arts.
IRS990EZ/PrintingPublicationsPostageAmt04059
IRS990EZ/ProgramServiceRevenueAmt015290
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Self-Growth Classes
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Income: Gross Receipts: 35,124. Returns and Allowances: 0. Less Cost of Goods Sold: 9,512. Gross Profit: 25,612. Cost of Goods Sold: Inventory at Beginning of Year: 0. Merchandise Purchased: 9,512. Cost of Labor: 0. Materials and Supplies: 0. Other Costs: 0. Inventory at End of Year: 0. Cost of Goods Sold: 9,512.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: Depreciation. Amount: 893. Description: Other Expenses. Amount: 5,504. Total to Form 990-EZ, line 14: 6,397.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: Automotive. Amount: 7,695. Description: Advertising and Marketing. Amount: 3,496. Description: Dues and Subscriptions. Amount: 158. Description: Training. Amount: 359. Description: Program Supplies. Amount: 17,943. Description: Office and General Supplies. Amount: 4,571. Description: Travel. Amount: 341. Description: Insurance. Amount: 1,921. Description: Bank Charges. Amount: 415. Description: Website Expense. Amount: 561. Description: Donations. Amount: 100. Description: Property Taxes. Amount: 568. Description: Licenses and Permits. Amount: 220. Description: Meetings. Amount: 1,505. Description: Miscellaneous. Amount: 4,764. Total to Form 990-EZ, line 16: 44,617.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description: Accounts Receivable. Beg. of Year Amount: 0. End of Year Amount: 3,000. Description: Investment. Beg. of Year Amount: 1,000. End of Year Amount: 1,000. Description: Due from Other Divisions. Beg. of Year Amount: 0. End of Year Amount: 1,175. Description: Other Depreciable Assets. Beg. of Year Amount: 4,729. End of Year Amount: 3,836.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description: Accounts Payable. Beg. of Year Amount: 7,498. End of Year Amount: 9,294. Description: Payroll Taxes Payable. Beg. of Year Amount: 23. End of Year Amount: 0. Description: Credit Cards Payable. Beg. of Year Amount: 821. End of Year Amount: 2,101. Description: Sales Tax Payable. Beg. of Year Amount: 347. End of Year Amount: 540. Description: Due to Other Divisions. Beg. of Year Amount: 0. End of Year Amount: 250.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 7 - Sales of Inventory
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16 - Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part II, Line 24 - Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part II, Line 26 - Other Liabilities
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Donald A Hoffman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06028810804
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Pateman-Akin-Avery-Kachina Foundation
ReturnHeader/Filer/BusinessNameControlTxt0PATE
ReturnHeader/Filer/EIN0237057659
ReturnHeader/Filer/PhoneNum06028810804
ReturnHeader/Filer/USAddress/AddressLine1Txt016043 South 30th Place
ReturnHeader/Filer/USAddress/CityNm0Phoenix
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085048
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0860798741
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Paul J Caputo CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt077 E Columbus Ave 212
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Phoenix
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085012
ReturnHeader/PreparerPersonGrp/PhoneNum06022648500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Paul J Caputo
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-07-14T15:47:51-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-09-01
ReturnHeader/TaxPeriodEndDt02016-08-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.65$0.09$0.56$0.53$0.45$0.08
2023Detailed filing. Detailed filing data is available for this year.$0.50$0.02$0.48$0.53$0.49$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.48$0.05$0.44$0.76$0.48$0.28
2021Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.53$0.57$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.33$0.14$0.19$0.40$0.49$0.09
2018Detailed filing. Detailed filing data is available for this year.$0.44$0.10$0.33$0.51$0.53$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.49$0.13$0.36$0.52$0.56$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.51$0.12$0.39$0.61$0.75$0.14
2015Detailed filing. Detailed filing data is available for this year.$0.62$0.09$0.53$0.59$0.46$0.13
2014Detailed filing. Detailed filing data is available for this year.$0.61$0.21$0.40$0.37$0.25$0.12
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.65$0.22$0.43$1.44$1.48$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.58$0.12$0.46$1.78$1.53$0.25
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.45$0.24$0.21$2.13