Civic Intelligence

PTA Arizona Congress of Parents & Teachers Inc

990EZ • Fiscal year 2018 • EIN 74-2483145

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 15, 2018

Organization Profile
5902 East Sweetwater AveScottsdale, AZ 85254

(602) 689-1582

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

26th percentile

-8.3%

Higher net margin than 26% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

23rd percentile

-17%

Faster asset growth than 23% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

82nd percentile

39%

Faster revenue growth than 82% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$33,390

Down $6,616 (-17%) from 2017

Net Assets

$33,390

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin26th percentile

Revenue

Up

$79,945

Up $22,299 (+39%) from 2017

Expenses

Up

$86,561

Up $35,148 (+68%) from 2017

Net Income

Down

-$6,616

Down $12,849 (-206%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$60K$40K$20K$0Assets 2012: $38,224Liabilities 2012: $02012Assets 2013: $47,147Liabilities 2013: $02013Assets 2014: $19,235Liabilities 2014: $02014Assets 2015: $36,793Liabilities 2015: $02015Assets 2016: $33,713Liabilities 2016: $02016Assets 2017: $40,006Liabilities 2017: $02017Assets 2018: $33,390Liabilities 2018: $0Net Assets 2018: $33,3902018Assets 2019: $46,152Liabilities 2019: $0Net Assets 2019: $46,1522019Assets 2020: $44,478Liabilities 2020: $0Net Assets 2020: $44,4782020Assets 2021: $46,807Liabilities 2021: $0Net Assets 2021: $46,8072021Assets 2022: $44,733Liabilities 2022: $0Net Assets 2022: $44,7332022Assets 2023: $21,084Liabilities 2023: $0Net Assets 2023: $21,0842023Assets 2024: $49,454Liabilities 2024: $0Net Assets 2024: $49,4542024Assets 2025: $56,592Liabilities 2025: $0Net Assets 2025: $56,5922025

Highlighted filing

2018

Assets$33,390
Liabilities$0
Net Assets$33,390
Open 2018 Filing

Operations Trend

Revenue Growth82nd percentile

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

$150K$100K$50K$0-$50KRevenue 2012: $31,132Expenses 2012: $23,053Net Income 2012: $8,0792012Revenue 2013: $41,257Expenses 2013: $32,332Net Income 2013: $8,9252013Revenue 2014: $41,894Expenses 2014: $69,852Net Income 2014: -$27,9582014Revenue 2015: $42,740Expenses 2015: $25,612Net Income 2015: $17,1282015Revenue 2016: $64,590Expenses 2016: $67,676Net Income 2016: -$3,0862016Revenue 2017: $57,646Expenses 2017: $51,413Net Income 2017: $6,2332017Revenue 2018: $79,945Expenses 2018: $86,561Net Income 2018: -$6,6162018Revenue 2019: $81,640Expenses 2019: $68,878Net Income 2019: $12,7622019Revenue 2020: $44,196Expenses 2020: $46,322Net Income 2020: -$2,1262020Revenue 2021: $24,248Expenses 2021: $21,917Net Income 2021: $2,3312021Revenue 2022: $59,893Expenses 2022: $62,241Net Income 2022: -$2,3482022Revenue 2023: $66,645Expenses 2023: $89,734Net Income 2023: -$23,0892023Revenue 2024: $79,632Expenses 2024: $54,461Net Income 2024: $25,1712024Revenue 2025: $101,240Expenses 2025: $91,872Net Income 2025: $9,3682025

Highlighted filing

2018

Revenue$79,945
Expenses$86,561
Net Income-$6,616
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 15, 2018
Return Version
2017v2.2
Gross Receipts
$79,945
Mission and Program Overview

Mission

Enrich desert shadows teachersstudents

Enrichment desert shadows teachersstude

Program Services

DescriptionGrantsExpenses
Teacher Student Support-Staff Projects-$53,957
Community-School Involvement-$25,072
Student Enrichment-Cultural Arts-$2,690
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBBIE MOSELEYPresident-$0--
AUTUMN ISSITTVice President-$0--
SONIA HOLMANSecretary-$0--
EMILY FRITZTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
spring carn$9,799$9,799-$9,799
auction inc$9,159$9,159-$9,159
Total Events$18,958$18,958-$18,958
Filing and Contact Details

Filer

Filer Name
Desert Shadows Elementary PTA
EIN
74-2483145
Address
5902 EAST SWEETWATER AVE, Scottsdale, AZ 85254

Signing Officer

Name
Carlo Shaw
Title
Treasurer
Signed
2018-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Rulon Financial and Tax
Address
18275 N 59th Avenue 152, Glendale, AZ 85308
Preparer
Scott Rulon CPA
Phone
6028242299
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description AmountFriday Sales of Snow cones 1,476amazon smile 302box tops 1,184frys 1,707tuft & needle 1,393scholastic book fair 5,966school portraits 1,040student programs 1,173marquee birthdays 607yearbook income 8,307”

Description of other expenses Part I line 16

“Description Amountbank charges 56dses calendar 567dses publicity 92fundraising expense 153leadership development 100membership 2,230office supplies 450pta insurance 165tax 50website 60classroom resources 8,377cirriculum 14,013accel reader program 5,000steam implementation 10,012fine arts 1,614library fund 1,452literacy fund 832music 77nurse fund 52paper 1,000performing arts 1,000school improvements 5,000technology 4,000teacher dinners 1,402teacher staff appreciation 1,000pbis 1,736pricipal line 80community goodwill donation 254auction 199bingo night 1,306spring carnival 8,636harkins 713scholastic book fair 4,773student programs 346cpr 387fun & field days 1,369upc 75yearbook 7,013”

Raw XML Appendix158 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/PersonNm0CARLOS SHAW
IRS990EZ/BooksInCareOfDetail/PhoneNum06026891582
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05902 EAST SWEETWATER AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Scottsdale
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd085254
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt040006
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt033390
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-6616
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0920
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt040006
IRS990EZ/Form990TotalAssetsGrp/EOYAmt033390
IRS990EZ/FundraisingGrossIncomeAmt051326
IRS990EZ/GamingGrossIncomeAmt01491
IRS990EZ/GrossProfitLossSlsOfInvntryAmt01436
IRS990EZ/GrossReceiptsAmt079945
IRS990EZ/GrossSalesOfInventoryAmt01436
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt05
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02532
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt040006
IRS990EZ/NetAssetsOrFundBalancesEOYAmt033390
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt040006
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt033390
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROBBIE MOSELEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1AUTUMN ISSITT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SONIA HOLMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3EMILY FRITZ
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/OtherExpensesTotalAmt085641
IRS990EZ/OtherRevenueTotalAmt023155
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ENRICHMENT DESERT SHADOWS TEACHERSSTUDE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Teacher Student Support-Staff Projects
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Student Enrichment-Cultural Arts
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Community-School Involvement
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt053957
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12690
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt225072
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt052817
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0AZ
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt086561
IRS990EZ/TotalProgramServiceExpensesAmt081719
IRS990EZ/TotalRevenueAmt079945
IRS990EZ/TransactionWithControlEntInd0false
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02532
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02532
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt02532
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02532
IRS990ScheduleA/Total509Grp/TotalAmt02532
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt02532
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02532
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0auction inc
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0spring carn
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt09159
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt09799
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt018958
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt09159
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt09799
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt018958
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt018958
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt014272
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/LicensedStatesCd0AZ
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountFriday Sales of Snow cones 1,476amazon smile 302box tops 1,184frys 1,707tuft & needle 1,393scholastic book fair 5,966school portraits 1,040student programs 1,173marquee birthdays 607yearbook income 8,307
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description Amountbank charges 56dses calendar 567dses publicity 92fundraising expense 153leadership development 100membership 2,230office supplies 450pta insurance 165tax 50website 60classroom resources 8,377cirriculum 14,013accel reader program 5,000steam implementation 10,012fine arts 1,614library fund 1,452literacy fund 832music 77nurse fund 52paper 1,000performing arts 1,000school improvements 5,000technology 4,000teacher dinners 1,402teacher staff appreciation 1,000pbis 1,736pricipal line 80community goodwill donation 254auction 199bingo night 1,306spring carnival 8,636harkins 713scholastic book fair 4,773student programs 346cpr 387fun & field days 1,369upc 75yearbook 7,013
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Carlo Shaw
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Desert Shadows Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt0DESE
ReturnHeader/Filer/EIN0742483145
ReturnHeader/Filer/USAddress/AddressLine1Txt05902 EAST SWEETWATER AVE
ReturnHeader/Filer/USAddress/CityNm0Scottsdale
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085254
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId00ABD4D811F9EE85B4CB0A36DF6D070C796240C7B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00ABD4D811F9EE85B4CB0A36DF6D070C796240C7B
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId0865827201831833spglk
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-11-14
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.223.193.197
ReturnHeader/FilingSecurityInformation/IPDt02018-11-14
ReturnHeader/FilingSecurityInformation/IPTm013:11:28
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Rulon Financial and Tax
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt018275 N 59th Avenue 152
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Glendale
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085308
ReturnHeader/PreparerPersonGrp/PhoneNum06028242299
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Scott Rulon CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-11-14T13:10:20-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$33,390
Liabilities
$0
Net assets
$33,390
Revenue
$79,945
Expenses
$86,561
Net income
-$6,616
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$1.01$0.92$0.09
2024Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.80$0.54$0.25
2023Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.67$0.90$0.23
2022Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.60$0.62$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$0.24$0.22$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.44$0.46$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$0.82$0.69$0.13
2018Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.80$0.87$0.07
2017Summary only. Only limited summary data is available for this year.$0.40$0.00$0.58$0.51$0.06
2016Summary only. Only limited summary data is available for this year.$0.34$0.00$0.65$0.68$0.03
2015Summary only. Only limited summary data is available for this year.$0.37$0.00$0.43$0.26$0.17
2014Summary only. Only limited summary data is available for this year.$0.19$0.00$0.42$0.70$0.28
2013Summary only. Only limited summary data is available for this year.$0.47$0.00$0.41$0.32$0.09
2012Summary only. Only limited summary data is available for this year.$0.38$0.00$0.31$0.23$0.08