Civic Intelligence

Personal Assistance Inc.

990 • Fiscal year 2014 • EIN 27-1958012

Jan 01, 2014 to Dec 31, 2014 • Filed on May 14, 2015

Organization Profile
PO Box 8998Mesa, AZ 85214

(480) 650-6685

Siviq Scores

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

Liabilities / Assets

85th percentile

0.59x

Higher debt load relative to assets than 85% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

87th percentile

0.81x

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

10th percentile

-28%

Higher net margin than 10% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

10th percentile

-18%

Faster asset growth than 10% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

4th percentile

-56%

Faster revenue growth than 4% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets85th percentile

Assets

Down

$822,480

Down $180,965 (-18%) from 2013

Net Assets

Down

$334,747

Down $168,163 (-33%) from 2013

Liabilities

Down

$487,733

Down $12,802 (-2.6%) from 2013

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin10th percentile

Revenue

Down

$600,647

Down $750,391 (-56%) from 2013

Expenses

Down

$768,810

Down $907,598 (-54%) from 2013

Net Income

Up

-$168,163

Up $157,207 (+48%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

$1.5M$1.0M$500K$0Assets 2013: $1,003,445Liabilities 2013: $500,535Net Assets 2013: $502,9102013Assets 2014: $822,480Liabilities 2014: $487,733Net Assets 2014: $334,7472014Assets 2015: $817,712Liabilities 2015: $602,120Net Assets 2015: $215,5922015Assets 2016: $830,424Liabilities 2016: $587,610Net Assets 2016: $242,8142016Assets 2017: $894,863Liabilities 2017: $573,144Net Assets 2017: $321,7192017Assets 2018: $900,204Liabilities 2018: $589,984Net Assets 2018: $310,2202018Assets 2019: $871,052Liabilities 2019: $528,424Net Assets 2019: $342,6282019Assets 2020: $826,264Liabilities 2020: $460,680Net Assets 2020: $365,5842020Assets 2021: $807,972Liabilities 2021: $444,134Net Assets 2021: $363,8382021Assets 2022: $791,674Liabilities 2022: $444,134Net Assets 2022: $347,5402022Assets 2024: $591,947Liabilities 2024: $245,773Net Assets 2024: $346,1742024

Highlighted filing

2014

Assets$822,480
Liabilities$487,733
Net Assets$334,747
Open 2014 Filing

Operations Trend

Revenue Growth4th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2013: $1,351,038Expenses 2013: $1,676,408Net Income 2013: -$325,3702013Revenue 2014: $600,647Expenses 2014: $768,810Net Income 2014: -$168,1632014Revenue 2015: $734,776Expenses 2015: $853,931Net Income 2015: -$119,1552015Revenue 2016: $865,059Expenses 2016: $837,837Net Income 2016: $27,2222016Revenue 2017: $643,518Expenses 2017: $564,613Net Income 2017: $78,9052017Revenue 2018: $483,910Expenses 2018: $495,409Net Income 2018: -$11,4992018Revenue 2019: $710,125Expenses 2019: $677,717Net Income 2019: $32,4082019Revenue 2020: $78,989Expenses 2020: $56,033Net Income 2020: $22,9562020Revenue 2021: $60,925Expenses 2021: $62,671Net Income 2021: -$1,7462021Revenue 2022: $19,877Expenses 2022: $36,175Net Income 2022: -$16,2982022Revenue 2024: $0Expenses 2024: $613Net Income 2024: -$6132024

Highlighted filing

2014

Revenue$600,647
Expenses$768,810
Net Income-$168,163
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 14, 2015
Return Version
2014v5.0
Gross Receipts
$600,647
Mission and Program Overview

Mission

Provide early intervention therapy for children from birth to 3 years old. Also to provide transportaion for dialysis patients.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$592,912$592,912→ $0
Rtn Earn Endowment Incm Other Fnds$502,910$334,747▼ $168,163
Other Notes and Loans Receivable, Net$231,000$216,000▼ $15,000
Cash and Non-Interest-Bearing Accounts$179,533$13,568▼ $165,965
Total Assets$1,003,445$822,480▼ $180,965
Liabilities
Unsecured Notes Loans Payable$500,535$487,620▼ $12,915
Accounts Payable and Accrued Expenses-$113-
Total Liabilities$500,535$487,733▼ $12,802
Net Assets / Fund Balance
Total Net Assets Fund Balance$502,910$334,747▼ $168,163
Total Liabilities and Net Assets / Fund Balance$1,003,445$822,480▼ $180,965

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$592,912--
Compensation and Service Providers
Top Officer Pay47th percentile

Board Members and Trustees

NameTitle
Michael FitzgeraldPresident
David MerrillTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$598,603
Investment Income
$2,044
Other Revenue
$0
Change in Net Assets
$-168,163
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$756,220
Grants and Similar Amounts Paid$12,590
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$455,017--$455,017
Fees for Services Management$129,496$139,386-$268,882
Fees for Services Legal-$24,710-$24,710
Grants to Domestic Orgs$12,590--$12,590
Fees for Services Accounting$3,156--$3,156
Information Technology$1,575--$1,575
Insurance-$1,517-$1,517
Other Expenses$507$278-$785
Office Expenses$546--$546
Travel$32--$32
Total Functional Expenses$602,919$165,891$0$768,810
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
Backup withholding compliance
Yes
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 governing body review Part VI line 11

“The board reviews for 990 in a board meeting after form990 has been completed.”

Conflict of interest policy compliance Part VI line 12C

“The board review any interests that could give rise to conflicts in their board meetings. These interests are monitored during the year by the cfo to make sure no conflicts arise.”

Governing documents etc available to public Part VI line 19

“The organization has copies of its governing documents, conflict of interest policy, and financial statements at its office. When anyone requests to view the documents, they are made available for them to view.”

Filing and Contact Details

Filer

Filer Name
Personal Assistance Inc
EIN
27-1958012
Address
PO BOX 8998, Mesa, AZ 85214

Signing Officer

Name
David Merrill
Title
Treasurer
Phone
4806506685
Signed
2015-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Fitzgerald
Formed
2010
Legal Domicile
Az
Voting Board Members
4
Independent Board Members
4
Employees
0

Preparer

Firm
David L Merrill
Address
648 N Orange, Mesa, AZ 85201
Preparer
David L Merrill
Phone
4807201934
Supplemental Narrative

Additional Explanations

List of other fees for services expenses Part IX line 11G

“Contract services - $455,017”

Raw XML Appendix292 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0113
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0PROVIDE EARLY INTERVENTION THERAPY FOR CHILDREN FROM BIRTH TO 3 YEARS OLD. ALSO TO PROVIDE TRANSPORTAION FOR DIALYSIS PATIENTS.
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0MICHAEL FITZGERALD
IRS990/BooksInCareOfDetail/PhoneNum04806506685
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 8998
IRS990/BooksInCareOfDetail/USAddress/CityNm0Mesa
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990/BooksInCareOfDetail/USAddress/ZIPCd085214
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0179533
IRS990/CashNonInterestBearingGrp/EOYAmt013568
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt012590
IRS990/CYInvestmentIncomeAmt02044
IRS990/CYOtherExpensesAmt0756220
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0598603
IRS990/CYRevenuesLessExpensesAmt0-168163
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0768810
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0600647
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0EARLY INTERVENTION THERAPY FOR CHILDREN FROM BIRTH TO 3 YEARS OLD. APPROXIMATELY 75 CHILDREN.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0470859
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt03156
IRS990/FeesForServicesAccountingGrp/TotalAmt03156
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt024710
IRS990/FeesForServicesLegalGrp/TotalAmt024710
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt0139386
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt0129496
IRS990/FeesForServicesManagementGrp/TotalAmt0268882
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0455017
IRS990/FeesForServicesOtherGrp/TotalAmt0455017
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt010.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.25
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/PersonNm0MICHAEL FITZGERALD
IRS990/Form990PartVIISectionAGrp/PersonNm1DAVID MERRILL
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02010
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt012590
IRS990/GrantsToDomesticOrgsGrp/TotalAmt012590
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0600647
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt01575
IRS990/InformationTechnologyGrp/TotalAmt01575
IRS990/InsuranceGrp/ManagementAndGeneralAmt01517
IRS990/InsuranceGrp/TotalAmt01517
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt02044
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02044
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt017
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0592912
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0592912
IRS990/LandBldgEquipCostOrOtherBssAmt0592912
IRS990/LegalDomicileStateCd0AZ
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PROVIDE EARLY INTERVENTION THERAPY FOR CHILDREN FROM BIRTH TO 3 YEARS OLD. ALSO TO PROVIDE TRANSPORTAION FOR DIALYSIS PATIENTS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0502910
IRS990/NetAssetsOrFundBalancesEOYAmt0334747
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ProgramServicesAmt0546
IRS990/OfficeExpensesGrp/TotalAmt0546
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0BANK FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0278
IRS990/OtherExpensesGrp/ProgramServicesAmt0507
IRS990/OtherExpensesGrp/TotalAmt0785
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0231000
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0216000
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0MICHAEL FITZGERALD
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0485000
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/Desc0DIALYSIS PATIENT TRANSP
IRS990/ProgramServiceRevenueGrp/Desc1EARLY INTERVENTION
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0135496
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1463107
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0135496
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1463107
IRS990/ProgSrvcAccomActy2Grp/Desc0PROVIDE TRANSPORTATION FOR DIALYSIS PATIENTS
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0132060
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0135496
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0-283187
IRS990/PYOtherExpensesAmt0651119
IRS990/PYProgramServiceRevenueAmt01634225
IRS990/PYRevenuesLessExpensesAmt0-325370
IRS990/PYSalariesCompEmpBnftPaidAmt01025289
IRS990/PYTotalExpensesAmt01676408
IRS990/PYTotalRevenueAmt01351038
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-168163
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0463107
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0502910
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0334747
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02044
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02044
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt0598603
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0598603
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02044
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02044
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt0598603
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0598603
IRS990ScheduleA/Total509Grp/TotalAmt0598603
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0600647
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0600647
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0592912
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt0592912
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0592912
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD REVIEWS FOR 990 IN A BOARD MEETING AFTER FORM990 HAS BEEN COMPLETED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD REVIEW ANY INTERESTS THAT COULD GIVE RISE TO CONFLICTS IN THEIR BOARD MEETINGS. THESE INTERESTS ARE MONITORED DURING THE YEAR BY THE CFO TO MAKE SURE NO CONFLICTS ARISE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION HAS COPIES OF ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AT ITS OFFICE. WHEN ANYONE REQUESTS TO VIEW THE DOCUMENTS, THEY ARE MADE AVAILABLE FOR THEM TO VIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CONTRACT SERVICES - $455,017
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3List of other fees for services expenses Part IX line 11g
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0AZ
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01003445
IRS990/TotalAssetsEOYAmt0822480
IRS990/TotalAssetsGrp/BOYAmt01003445
IRS990/TotalAssetsGrp/EOYAmt0822480
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0165891
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0602919
IRS990/TotalFunctionalExpensesGrp/TotalAmt0768810
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0500535
IRS990/TotalLiabilitiesEOYAmt0487733
IRS990/TotalLiabilitiesGrp/BOYAmt0500535
IRS990/TotalLiabilitiesGrp/EOYAmt0487733
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0502910
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0334747
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0602919
IRS990/TotalProgramServiceRevenueAmt0598603
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0600647
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0600647
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01003445
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0822480
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt032
IRS990/TravelGrp/TotalAmt032
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt0500535
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt0487620
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID MERRILL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04806506685
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PERSONAL ASSISTANCE INC
ReturnHeader/Filer/BusinessNameControlTxt0PERS
ReturnHeader/Filer/EIN0271958012
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 8998
ReturnHeader/Filer/USAddress/CityNm0Mesa
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085214
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0David L Merrill
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0648 N Orange
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Mesa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085201
ReturnHeader/PreparerPersonGrp/PhoneNum04807201934
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David L Merrill
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-11-16T18:19:48-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$822,480
Liabilities
$487,733
Net assets
$334,747
Revenue
$600,647
Expenses
$768,810
Net income
-$168,163
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.59$0.25$0.35$0.00$0.00$0.00
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.79$0.44$0.35$0.02$0.04$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.81$0.44$0.36$0.06$0.06$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.83$0.46$0.37$0.08$0.06$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.87$0.53$0.34$0.71$0.68$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.90$0.59$0.31$0.48$0.50$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.89$0.57$0.32$0.64$0.56$0.08
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.83$0.59$0.24$0.87$0.84$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.82$0.60$0.22$0.73$0.85$0.12
2014Detailed filing. Detailed filing data is available for this year.$0.82$0.49$0.33$0.60$0.77$0.17
2013Detailed filing. Detailed filing data is available for this year.$1.00$0.50$0.50$1.35$1.68$0.33