Civic Intelligence

Sunset Heights Ptso

990EZ • Fiscal year 2016 • EIN 47-1194823

Jul 01, 2015 to Jun 30, 2016 • Filed on Aug 29, 2016

Organization Profile
9687 W Adam AvePeoria, AZ 85382

(623) 694-7893

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

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

Liabilities / Revenue

55th percentile

0.00x

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

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

Net Margin

55th percentile

5.4%

Higher net margin than 55% 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

58th percentile

6.2%

Faster asset growth than 58% of similar nonprofits.

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

Revenue Growth

19th percentile

-27%

Faster revenue growth than 19% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$17,026

Up $995 (+6.2%) from 2015

Net Assets

Up

$17,026

Up $995 (+6.2%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin55th percentile

Revenue

Down

$22,737

Down $8,591 (-27%) from 2015

Expenses

Up

$21,517

Up $6,220 (+41%) from 2015

Net Income

Down

$1,220

Down $14,811 (-92%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$60K$40K$20K$0Assets 2015: $16,031Liabilities 2015: $0Net Assets 2015: $16,0312015Assets 2016: $17,026Liabilities 2016: $0Net Assets 2016: $17,0262016Assets 2017: $20,341Liabilities 2017: $0Net Assets 2017: $20,3412017Assets 2018: $24,302Liabilities 2018: $0Net Assets 2018: $24,3022018Assets 2019: $27,777Liabilities 2019: $0Net Assets 2019: $27,7772019Assets 2020: $49,842Liabilities 2020: $0Net Assets 2020: $49,8422020Assets 2021: $21,311Liabilities 2021: $0Net Assets 2021: $21,3112021Assets 2022: $27,528Liabilities 2022: $0Net Assets 2022: $27,5282022Assets 2023: $22,965Liabilities 2023: $563Net Assets 2023: $22,4022023Assets 2024: $37,145Liabilities 2024: $1,124Net Assets 2024: $36,0212024Assets 2025: $39,067Liabilities 2025: $130Net Assets 2025: $38,9372025

Highlighted filing

2016

Assets$17,026
Liabilities$0
Net Assets$17,026
Open 2016 Filing

Operations Trend

Revenue Growth19th percentile

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

$100K$50K$0-$50KRevenue 2015: $31,328Expenses 2015: $15,297Net Income 2015: $16,0312015Revenue 2016: $22,737Expenses 2016: $21,517Net Income 2016: $1,2202016Revenue 2017: $50,414Expenses 2017: $47,099Net Income 2017: $3,3152017Revenue 2018: $17,028Expenses 2018: $13,108Net Income 2018: $3,9202018Revenue 2019: $25,326Expenses 2019: $21,851Net Income 2019: $3,4752019Revenue 2020: $54,553Expenses 2020: $32,488Net Income 2020: $22,0652020Revenue 2021: $5,304Expenses 2021: $33,835Net Income 2021: -$28,5312021Revenue 2022: $38,423Expenses 2022: $31,803Net Income 2022: $6,6202022Revenue 2023: $78,056Expenses 2023: $71,593Net Income 2023: $6,4632023Revenue 2024: $57,089Expenses 2024: $43,470Net Income 2024: $13,6192024Revenue 2025: $43,089Expenses 2025: $40,173Net Income 2025: $2,9162025

Highlighted filing

2016

Revenue$22,737
Expenses$21,517
Net Income$1,220
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Aug 29, 2016
Return Version
2015v2.1
Gross Receipts
$45,677
Mission and Program Overview

Mission

Support sunset heights elementary school

Program Services

DescriptionGrantsExpenses
DADDY DAUGHTER DANCE-$3,222
MOTHER SON EVENT-$1,727
MEAL FOR TEACHERS-$1,352
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NIKKI OTJENPresidentPT$0--
JENNIFER ROGERSVice PresidentPT$0--
LYNETTE URDOISecretaryPT$0--
VIRGINIA SECKLERCommunication LiasionPT$0--
RICHARD CALLAGHANTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Book Fair----
Fun Run----
Filing and Contact Details

Filer

Filer Name
Sunset Heights Ptso
EIN
47-1194823
Address
9687 W ADAM AVE, Peoria, AZ 85382

Signing Officer

Name
Richard Callaghan
Title
Treasurer
Phone
6236947893
Signed
2016-08-29
Discuss with paid preparer
Yes

Preparer

Firm
Becky Hamilton Tax Service
Address
7844 W PORT AU PRINCE LN, PEORIA, AZ 85381
Preparer
Becky Hamilton Ea
Phone
6233343564
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountACCOUNTING 250T-SHIRTS 705HARKINS MOVIE PASSES CUPS AND SHIR 627END OF YEAR PARTY 250OFFICE SUPPLIES 235MEALS FOR TEACHERS 1,352YEAR BOOK 620SCHOOL FUNCTION 706SPRING TRAINING 459FATHER DAUGHTER DANCE 3,222AMERICAN HEART ASSOCIATION 1,229CHARITABLE CONTRIBUTIONS 400MOTHER SON 1,727MARQUEE 8,0948TH GRADE DANCE 884MEET THE TEACHER 653”

Other changes in net assets or fund balances Part I line 20

“Description Amount990T FEDERAL TAX PAID (225)”

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/PersonNm0THE ORGANIZATION
IRS990EZ/BooksInCareOfDetail/PhoneNum06236947893
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt09687 W ADAM AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Peoria
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd085382
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt016031
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt017026
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt07226
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01220
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt016031
IRS990EZ/Form990TotalAssetsGrp/EOYAmt017026
IRS990EZ/FundraisingGrossIncomeAmt030275
IRS990EZ/GrossReceiptsAmt045677
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt016031
IRS990EZ/NetAssetsOrFundBalancesEOYAmt017026
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt016031
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt017026
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
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/PersonNm0NIKKI OTJEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JENNIFER ROGERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LYNETTE URDOI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3VIRGINIA SECKLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4RICHARD CALLAGHAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3COMMUNICATION LIASION
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0-225
IRS990EZ/OtherExpensesTotalAmt021413
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT SUNSET HEIGHTS ELEMENTARY SCHOOL
IRS990EZ/PrintingPublicationsPostageAmt0104
IRS990EZ/ProgramServiceRevenueAmt08176
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DADDY DAUGHTER DANCE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1MEAL FOR TEACHERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2MOTHER SON EVENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03222
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11352
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21727
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt022940
IRS990EZ/SpecialEventsNetIncomeLossAmt07335
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0AZ
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt021517
IRS990EZ/TotalProgramServiceExpensesAmt06301
IRS990EZ/TotalRevenueAmt022737
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt07226
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt07728
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt014954
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt08176
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt018372
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt026548
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt030275
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt036578
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt066853
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01225
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01225
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus1YearAmt01225
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt01225
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus1YearAmt01225
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt01225
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt0108355
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt045677
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt062678
IRS990ScheduleA/Total509Grp/TotalAmt0108355
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt045677
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt065128
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0110805
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUN RUN
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountACCOUNTING 250T-SHIRTS 705HARKINS MOVIE PASSES CUPS AND SHIR 627END OF YEAR PARTY 250OFFICE SUPPLIES 235MEALS FOR TEACHERS 1,352YEAR BOOK 620SCHOOL FUNCTION 706SPRING TRAINING 459FATHER DAUGHTER DANCE 3,222AMERICAN HEART ASSOCIATION 1,229CHARITABLE CONTRIBUTIONS 400MOTHER SON 1,727MARQUEE 8,0948TH GRADE DANCE 884MEET THE TEACHER 653
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description Amount990T FEDERAL TAX PAID (225)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other changes in net assets or fund balances Part I line 20
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD CALLAGHAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06236947893
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUNSET HEIGHTS PTSO
ReturnHeader/Filer/BusinessNameControlTxt0SUNS
ReturnHeader/Filer/EIN0471194823
ReturnHeader/Filer/USAddress/AddressLine1Txt09687 W ADAM AVE
ReturnHeader/Filer/USAddress/CityNm0Peoria
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085382
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BECKY HAMILTON TAX SERVICE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07844 W PORT AU PRINCE LN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PEORIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085381
ReturnHeader/PreparerPersonGrp/PhoneNum06233343564
ReturnHeader/PreparerPersonGrp/PreparationDt02016-09-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BECKY HAMILTON EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-09-09T15:34:15-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,026
Liabilities
$0
Net assets
$17,026
Revenue
$22,737
Expenses
$21,517
Net income
$1,220
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$39.1$0.13$38.9$43.1$40.2$2.92
2024Detailed filing. Detailed filing data is available for this year.$37.1$1.12$36.0$57.1$43.5$13.6
2023Detailed filing. Detailed filing data is available for this year.$23.0$0.56$22.4$78.1$71.6$6.46
2022Detailed filing. Detailed filing data is available for this year.$27.5$0.00$27.5$38.4$31.8$6.62
2021Detailed filing. Detailed filing data is available for this year.$21.3$0.00$21.3$5.30$33.8$28.5
2020Detailed filing. Detailed filing data is available for this year.$49.8$0.00$49.8$54.6$32.5$22.1
2019Detailed filing. Detailed filing data is available for this year.$27.8$0.00$27.8$25.3$21.9$3.48
2018Detailed filing. Detailed filing data is available for this year.$24.3$0.00$24.3$17.0$13.1$3.92
2017Detailed filing. Detailed filing data is available for this year.$20.3$0.00$20.3$50.4$47.1$3.32
2016Detailed filing. Detailed filing data is available for this year.$17.0$0.00$17.0$22.7$21.5$1.22
2015Detailed filing. Detailed filing data is available for this year.$16.0$0.00$16.0$31.3$15.3$16.0