Civic Intelligence

Puerta Del Sol Homeowners Associati

EIN 23-7219996 • 501(c)7 • Tempe, AZ

Profile

Maintain recreational area and facility

PO Box 26061Tempe, AZ 85285
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

501(c)7 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

59th percentile

0.00x

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

501(c)7 • <$500k nonprofits • Source year 2025

Net Margin

30th percentile

-5.1%

Higher net margin than 30% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2025

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

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

501(c)7 • <$500k nonprofits • Source year 2025

Asset Growth

28th percentile

-10%

Faster asset growth than 28% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

11th percentile

-40%

Faster revenue growth than 11% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$25,658

Down $2,962 (-10%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$25,658

Down $2,962 (-10%) from 2024

Operations
Liabilities / Revenue59th percentileNet Margin30th percentile

Revenue

Down

$58,448

Down $39,492 (-40%) from 2024

Expenses

Down

$61,410

Down $36,064 (-37%) from 2024

Net Income

Down

-$2,962

Down $3,428 (-736%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth28th percentile

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

$30K$20K$10K$0Assets 2023: $28,154Liabilities 2023: $0Net Assets 2023: $28,1542023Assets 2024: $28,620Liabilities 2024: $0Net Assets 2024: $28,6202024Assets 2025: $25,658Liabilities 2025: $0Net Assets 2025: $25,6582025

Highlighted filing

2025

Assets$25,658
Liabilities$0
Net Assets$25,658
Open 2025 Filing

Operations Trend

Revenue Growth11th percentile

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

$150K$100K$50K$0-$50KRevenue 2023: $113,706Expenses 2023: $60,637Net Income 2023: $53,0692023Revenue 2024: $97,940Expenses 2024: $97,474Net Income 2024: $4662024Revenue 2025: $58,448Expenses 2025: $61,410Net Income 2025: -$2,9622025

Highlighted filing

2025

Revenue$58,448
Expenses$61,410
Net Income-$2,962
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$25,658
Liabilities
$0
Net assets
$25,658
Revenue
$58,448
Expenses
$61,410
Net income
-$2,962
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.58$0.61$0.03
2024Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.98$0.97$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$1.14$0.61$0.53
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2024 to Mar 31, 2025
Signed
Jul 27, 2025
Return Version
2024v5.2
Gross Receipts
$58,448
Mission and Program Overview

Mission

Maintain recreational area and facility

Program Services

DescriptionGrantsExpenses
THIS IS A HOMEOWNERS ASSOCIATION,OPERATING AS A 501C7, WHOSE PRIMARY FUNCTION IS TO OWN AND MAINTAIN THE RECREATIONAL AREA AND FACILITY OF ITS MEMBERS LIVING WITHIN THE COMMUNITY.-$0
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LUKE KERRPresident-$0--
MELISSA WERNERSecretary-$0--
STEVE BATALDENDirector-$0--
JARED YOUNGTreasurer-$0--
RICHARD LIEFFORTDirector-$0--
Filing and Contact Details

Filer

Filer Name
Puerta Del Sol Homeowners Associati
EIN
23-7219996
In Care Of
% JARED YOUNG
Address
PO BOX 26061, TEMPE, AZ 85285

Signing Officer

Name
Jared Young
Title
Treasurer
Phone
5202700344
Signed
2025-07-27
Discuss with paid preparer
Yes

Preparer

Firm
Alphi Tax & Accounting LLC
Address
1898 E SOUTHERN AVE, Tempe, AZ 85282
Preparer
Nouhad Habli
Phone
6028195408
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amounttaxes 6insurance 3,377administrative expenses 3,536special projects 25,053meals 129”

Raw XML Appendix115 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/PersonNm0JARED YOUNG
IRS990EZ/BooksInCareOfDetail/PhoneNum05202700344
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 26061
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0TEMPE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd085285
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt028620
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt025658
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2962
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt024071
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt028620
IRS990EZ/Form990TotalAssetsGrp/EOYAmt025658
IRS990EZ/GrossReceiptsAmt058448
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt058448
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt028620
IRS990EZ/NetAssetsOrFundBalancesEOYAmt025658
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt028620
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt025658
IRS990EZ/OccupancyRentUtltsAndMaintAmt05238
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LUKE KERR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MELISSA WERNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STEVE BATALDEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JARED YOUNG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4RICHARD LIEFFORT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt032101
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0MAINTAIN RECREATIONAL AREA AND FACILITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THIS IS A HOMEOWNERS ASSOCIATION,OPERATING AS A 501C7, WHOSE PRIMARY FUNCTION IS TO OWN AND MAINTAIN THE RECREATIONAL AREA AND FACILITY OF ITS MEMBERS LIVING WITHIN THE COMMUNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt061410
IRS990EZ/TotalRevenueAmt058448
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTTAXES 6INSURANCE 3,377ADMINISTRATIVE EXPENSES 3,536SPECIAL PROJECTS 25,053MEALS 129
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JARED YOUNG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05202700344
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PUERTA DEL SOL HOMEOWNERS ASSOCIATI
ReturnHeader/Filer/BusinessNameControlTxt0PUER
ReturnHeader/Filer/EIN0237219996
ReturnHeader/Filer/InCareOfNm0% JARED YOUNG
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 26061
ReturnHeader/Filer/USAddress/CityNm0TEMPE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085285
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0474771161
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALPHI TAX & ACCOUNTING LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01898 E SOUTHERN AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Tempe
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085282
ReturnHeader/PreparerPersonGrp/PhoneNum06028195408
ReturnHeader/PreparerPersonGrp/PreparationDt02025-07-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NOUHAD HABLI
ReturnHeader/ReturnTs02025-07-31T15:34:04-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-04-01
ReturnHeader/TaxPeriodEndDt02025-03-31
ReturnHeader/TaxYr02024

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