Civic Intelligence

Sunset Hills Elementary School PTO

EIN 45-4931140 • 501(c)3 • Surprise, AZ

Profile

To enhance & support educational experie

17825 W Sierra Montana LoopSurprise, AZ 85388

azsunsethillspto.wixsite.com/shespto

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

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

Liabilities / Revenue

61st percentile

0.00x

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

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

Net Margin

93rd percentile

63%

Higher net margin than 93% of similar nonprofits.

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

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

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

Asset Growth

39th percentile

-9.3%

Faster asset growth than 39% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2025

Revenue Growth

35th percentile

-16%

Faster revenue growth than 35% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2025

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$55,837

Down $48,373 (-46%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$55,837

Down $48,373 (-46%) from 2024

Operations
Liabilities / Revenue61st percentileNet Margin93rd percentile

Revenue

Up

$21,267

Up $2,954 (+16%) from 2024

Expenses

Down

$7,832

Down $4,844 (-38%) from 2024

Net Income

Up

$13,435

Up $7,798 (+138%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth39th percentile

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

$150K$100K$50K$0Assets 2013: $8,083Liabilities 2013: $02013Assets 2014: $23,129Liabilities 2014: $02014Assets 2015: $15,988Liabilities 2015: $02015Assets 2016: $8,257Liabilities 2016: $02016Assets 2017: $17,162Liabilities 2017: $0Net Assets 2017: $17,1622017Assets 2018: $13,139Liabilities 2018: $0Net Assets 2018: $13,1392018Assets 2019: $14,133Liabilities 2019: $0Net Assets 2019: $14,1332019Assets 2020: $50,257Liabilities 2020: $0Net Assets 2020: $50,2572020Assets 2021: $39,831Liabilities 2021: $0Net Assets 2021: $39,8312021Assets 2022: $74,923Liabilities 2022: $0Net Assets 2022: $74,9232022Assets 2023: $98,573Liabilities 2023: $0Net Assets 2023: $98,5732023Assets 2024: $104,210Liabilities 2024: $0Net Assets 2024: $104,2102024Assets 2025: $55,837Liabilities 2025: $0Net Assets 2025: $55,8372025

Highlighted filing

2025

Assets$55,837
Liabilities$0
Net Assets$55,837
Open 2025 Filing

Operations Trend

Revenue Growth35th percentile

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

$150K$100K$50K$0-$50KRevenue 2013: -$1,913Expenses 2013: $0Net Income 2013: -$1,9132013Revenue 2014: $15,046Expenses 2014: $0Net Income 2014: $15,0462014Revenue 2015: -$7,141Expenses 2015: $0Net Income 2015: -$7,1412015Revenue 2016: -$7,736Expenses 2016: $0Net Income 2016: -$7,7362016Revenue 2017: $8,905Expenses 2017: $0Net Income 2017: $8,9052017Revenue 2018: $116,939Expenses 2018: $120,962Net Income 2018: -$4,0232018Revenue 2019: $143,015Expenses 2019: $128,882Net Income 2019: $14,1332019Revenue 2020: $96,212Expenses 2020: $60,088Net Income 2020: $36,1242020Revenue 2021: $37,668Expenses 2021: $33,960Net Income 2021: $3,7082021Revenue 2022: $35,959Expenses 2022: $867Net Income 2022: $35,0922022Revenue 2023: $33,552Expenses 2023: $9,902Net Income 2023: $23,6502023Revenue 2024: $18,313Expenses 2024: $12,676Net Income 2024: $5,6372024Revenue 2025: $21,267Expenses 2025: $7,832Net Income 2025: $13,4352025

Highlighted filing

2025

Revenue$21,267
Expenses$7,832
Net Income$13,435
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$55,837
Liabilities
$0
Net assets
$55,837
Revenue
$21,267
Expenses
$7,832
Net income
$13,435
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.21$0.08$0.13
2024Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.18$0.13$0.06
2023Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.34$0.10$0.24
2022Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.36$0.01$0.35
2021Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$0.38$0.34$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.96$0.60$0.36
2019Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$1.43$1.29$0.14
2018Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$1.17$1.21$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.09$0.00$0.09
2016Summary only. Only limited summary data is available for this year.$0.08$0.00$0.08$0.00$0.08
2015Summary only. Only limited summary data is available for this year.$0.16$0.00$0.07$0.00$0.07
2014Summary only. Only limited summary data is available for this year.$0.23$0.00$0.15$0.00$0.15
2013Summary only. Only limited summary data is available for this year.$0.08$0.00$0.02$0.00$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2024 to Jul 31, 2025
Signed
Sep 25, 2025
Return Version
2024v5.2
Gross Receipts
$109,905
Mission and Program Overview

Mission

To enhance & support educational experie

Program Services

DescriptionGrantsExpenses
TO ENHANCE AND SUPPORT EDUCATIONAL EXPERIENCE. TO DEVELOP A CLOSER CONNECTION BETWEEN SCHOOL AND HOME BY ENCOURAGING PARENTAL INVOLVEMENT. TO IMPROVE THE ENRICHMENT AT OUR SCHOOL T-$0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TIFFANY MEIROSEPresident-$0--
JENNIFER CANNONVice President-$0--
MARBELLA IBANEZSecretary-$0--
CARIE MARKERTTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Kona Ice$10,130$10,130$7,512$2,618
Holiday Shop$9,811$9,811$6,918$2,893
Total Events$19,941$19,941$14,430$5,511
Filing and Contact Details

Filer

Filer Name
Sunset Hills Elementary School Pto
EIN
45-4931140
In Care Of
% CARIE MARKERT
Phone
6235238700
Address
17825 W SIERRA MONTANA LOOP, SURPRISE, AZ 85388

Signing Officer

Name
Carie Markert
Title
Treasurer
Phone
6235238700
Signed
2025-09-25
Discuss with paid preparer
No

Preparer

Firm
EMK Tax And Accounting LLC
Address
PO Box 731, Waddell, AZ 85355
Preparer
Erica M Kachlic
Phone
6236804887
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description AmountSAVINGS INTEREST 509”

Description of other expenses Part I line 16

“Description AmountSTAFF COFFEE STATION 52MISC 1,238CLASSROOM SUPPLIES 145OFFICE SUPPLIES 1,096TEACHER MEALS 2,017TEACHER APPRECIATION 337STUDENT MEALS 316TEACHER GRANTS 545BUSINESS SUBSCRIPTIONS 428RAFFLE PRIZES 102STORAGE UNIT 1,169PTO MEALS 227TAX FILING 160”

Raw XML Appendix171 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0MARBELLA IBANEZ
IRS990EZ/BooksInCareOfDetail/PhoneNum06235238700
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt017825 W SIERRA MONTANA LOOP
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SURPRISE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd085388
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt042402
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt055837
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt013435
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt0108105
IRS990EZ/GrossReceiptsAmt0109905
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01291
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt042402
IRS990EZ/NetAssetsOrFundBalancesEOYAmt055837
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt042402
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt055837
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TIFFANY MEIROSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JENNIFER CANNON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARBELLA IBANEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CARIE MARKERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt07832
IRS990EZ/OtherRevenueTotalAmt0509
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO ENHANCE & SUPPORT EDUCATIONAL EXPERIE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO ENHANCE AND SUPPORT EDUCATIONAL EXPERIENCE. TO DEVELOP A CLOSER CONNECTION BETWEEN SCHOOL AND HOME BY ENCOURAGING PARENTAL INVOLVEMENT. TO IMPROVE THE ENRICHMENT AT OUR SCHOOL T
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt088638
IRS990EZ/SpecialEventsNetIncomeLossAmt019467
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt07832
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt021267
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01291
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02013
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01359
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02377
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt07040
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt0108105
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt0152190
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt0155534
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt0140565
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt071149
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0627543
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0634583
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt00
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0109396
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0154203
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0155534
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0141924
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt073526
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0634583
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt014430
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0HOLIDAY SHOP
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0KONA ICE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt09811
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt010130
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt05511
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt014430
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06918
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt07512
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountSAVINGS INTEREST 509
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountSTAFF COFFEE STATION 52MISC 1,238CLASSROOM SUPPLIES 145OFFICE SUPPLIES 1,096TEACHER MEALS 2,017TEACHER APPRECIATION 337STUDENT MEALS 316TEACHER GRANTS 545BUSINESS SUBSCRIPTIONS 428RAFFLE PRIZES 102STORAGE UNIT 1,169PTO MEALS 227TAX FILING 160
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0CARIE MARKERT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06235238700
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUNSET HILLS ELEMENTARY SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0SUNS
ReturnHeader/Filer/EIN0454931140
ReturnHeader/Filer/InCareOfNm0% CARIE MARKERT
ReturnHeader/Filer/PhoneNum06235238700
ReturnHeader/Filer/USAddress/AddressLine1Txt017825 W SIERRA MONTANA LOOP
ReturnHeader/Filer/USAddress/CityNm0SURPRISE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085388
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EMK Tax And Accounting LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 731
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Waddell
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085355
ReturnHeader/PreparerPersonGrp/PhoneNum06236804887
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERICA M KACHLIC
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-09-28T16:03:27-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-08-01
ReturnHeader/TaxPeriodEndDt02025-07-31
ReturnHeader/TaxYr02024

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