Civic Intelligence

Phoenix Union High School District

EIN 86-0218429 • 501(c)6 • Phoenix, AZ

Profile

To work for the welfare of students, the advancement of education, and the improvement of instructional opportunities for all. This is done primarily through the interaction with and providing services for certified personnel in the phoenix union high school district.

345 E Palm LanePhoenix, AZ 85004-1532

n/A

Siviq Scores

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

Liabilities / Assets

49th percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

51st percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2025

Net Margin

19th percentile

-25%

Higher net margin than 19% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2025

Top Officer Pay

90th percentile

$52,555

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 24.4% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2025

Asset Growth

31st percentile

-15%

Faster asset growth than 31% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

62nd percentile

6.6%

Faster revenue growth than 62% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Down

$436,860

Down $134,777 (-24%) from 2023

Liabilities

Down

$0

Down $6,329 (-100%) from 2023

Net Assets

Down

$436,860

Down $128,448 (-23%) from 2023

Revenue

Down

$202,026

Down $60,936 (-23%) from 2023

Expenses

Down

$217,332

Down $14,583 (-6.3%) from 2023

Net Income

Down

-$15,306

Down $46,353 (-149%) from 2023

Trend Graphs

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2012: $504,728Liabilities 2012: $832Net Assets 2012: $503,8962012Assets 2013: $497,670Liabilities 2013: $1,223Net Assets 2013: $496,4472013Assets 2014: $471,903Liabilities 2014: $1,640Net Assets 2014: $470,2632014Assets 2015: $459,960Liabilities 2015: $1,926Net Assets 2015: $458,0342015Assets 2016: $458,388Liabilities 2016: $577Net Assets 2016: $457,8112016Assets 2017: $496,378Liabilities 2017: $2,6712017Assets 2018: $506,310Liabilities 2018: $13,558Net Assets 2018: $492,7522018Assets 2019: $542,569Liabilities 2019: $4,341Net Assets 2019: $538,2282019Assets 2020: $528,640Liabilities 2020: $6,269Net Assets 2020: $522,3712020Assets 2021: $547,868Liabilities 2021: $6,786Net Assets 2021: $541,0822021Assets 2022: $540,787Liabilities 2022: $6,653Net Assets 2022: $534,1342022Assets 2023: $571,637Liabilities 2023: $6,329Net Assets 2023: $565,3082023Assets 2024: $436,860Liabilities 2024: $0Net Assets 2024: $436,8602024

Highlighted filing

2024

Assets$436,860
Liabilities$0
Net Assets$436,860

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2012: $135,863Expenses 2012: $220,126Net Income 2012: -$84,2632012Revenue 2013: $145,522Expenses 2013: $152,972Net Income 2013: -$7,4502013Revenue 2014: $155,187Expenses 2014: $181,021Net Income 2014: -$25,8342014Revenue 2015: $159,080Expenses 2015: $171,309Net Income 2015: -$12,2292015Revenue 2016: $152,249Expenses 2016: $149,781Net Income 2016: $2,4682016Revenue 2017: $173,558Expenses 2017: $137,662Net Income 2017: $35,8962017Revenue 2018: $173,412Expenses 2018: $173,028Net Income 2018: $3842018Revenue 2019: $167,701Expenses 2019: $122,225Net Income 2019: $45,4762019Revenue 2020: $178,562Expenses 2020: $194,419Net Income 2020: -$15,8572020Revenue 2021: $175,467Expenses 2021: $159,029Net Income 2021: $16,4382021Revenue 2022: $177,879Expenses 2022: $184,827Net Income 2022: -$6,9482022Revenue 2023: $262,962Expenses 2023: $231,915Net Income 2023: $31,0472023Revenue 2024: $202,026Expenses 2024: $217,332Net Income 2024: -$15,3062024

Highlighted filing

2024

Revenue$202,026
Expenses$217,332
Net Income-$15,306

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 7, 2025
Return Version
2023v6.0
Gross Receipts
$202,026
Mission and Program Overview

Mission

To work for the welfare of students, the advancement of education, and the improvement of instructional opportunities for all. This is done primarily through the interaction with and providing services for certified personnel in the phoenix union high school district.

To work for the welfare of students, the advancement of education, (continued on schedule o) and the improvement of instructional opportunities for all. This is done primarily through the interaction with and providing services for certified personnel in the phoenix union high school district.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$565,308$436,860▼ $128,448
Savings and Temporary Cash Investments$395,695$329,731▼ $65,964
Cash and Non-Interest-Bearing Accounts$166,748$107,129▼ $59,619
Land, Buildings, and Equipment, Net$4,619--
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$571,637$436,860▼ $134,777
Other Assets Total$4,575$0▼ $4,575
Liabilities
Accounts Payable and Accrued Expenses$6,329--
Total Liabilities$6,329$0▼ $6,329
Net Assets / Fund Balance
Total Net Assets Fund Balance$565,308$436,860▼ $128,448
Total Liabilities and Net Assets / Fund Balance$571,637$436,860▼ $134,777
Compensation and Service Providers

Employees

NameTitleBaseTotal
April ColemanDirector$6,000$6,000
Estaban FlemonsPresident$1,500$1,500
Lorelei AndersonDirector$1,500$1,500
William Stalker HighsmithSecretary$1,000$1,000
Robert MelendezVice President$500$500
Alexis ChubrichDirector$500$500
Anca HummelDirector$500$500
Danielle PritchardDirector$500$500
Karen GarnerDirector$500$500
Bronwyn LyonsDirector$250$250
Daniel HullDirector$250$250
Jacob GreenbergDirector$250$250
John HenryDirector$250$250
Kristen MastDirector$250$250
Kristin RobertsDirector$250$250
Praphul Niduram AmbedkarDirector$250$250
Samantha StofkoDirector$250$250
Shannon MeyerDirector$250$250

Board Members and Trustees

NameTitle
Dr Elana PaytonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$191,127
Investment Income
$9,645
Other Revenue
$1,254
Change in Net Assets
$-15,306
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$132,139
Salaries, Compensation, and Employee Benefits$80,193
Grants and Similar Amounts Paid$5,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$63,031
Other Salaries and Wages---$50,452
Office Expenses---$26,066
Advertising---$25,088
Current Officers, Directors, Trustees, and Key Employees---$14,202
Occupancy---$12,184
Payroll Taxes---$6,282
Other Employee Benefits---$5,257
Grants to Domestic Orgs---$5,000
Pension Plan Contributions---$4,000
Fees for Services Accounting---$3,550
Information Technology---$2,007
Other Expenses---$213
Total Functional Expenses$0$0$0$217,332
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
In-house lobbying only
Yes
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
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, Part VI, Section A, Line 6

Active membership in the association shall be open to any certified person who is employed as a certified person in the phoenix union high school district, except administrative and supervisory personnel, who holds a valid teaching certificate issued by the arizona state board of education.

Form 990, Part VI, Section A, Line 7A

Every active member shall have the equal rights and privileges within the organization to nominate, to be nominated, and to hold office; to vote in elections or on referenda of the association; to attend membership meetings; to participate in the deliberations and voting upon the business of such meeting.

Form 990, Part VI, Section B, Line 11B

A copy of the form 990 is provided to the board of directors to review prior to filing. The board treasurer also reviews and approves the draft copy of the form 990.

Form 990, Part VI, Section B, Line 12C

Copies of the financial conflict of interest policy for cta officials, executive board members and the complaint procedure shall be distributed to: 1. All currently elected and appointed officials and executive board members of the cta; and 2. All candidates for cta office at the time of their nomination. These individuals are required to sign the policy, acknowledging their receipt. In the event a charge of violation of the conflict of interest policy for cta officials or executive board members is filed with the president against a member of the executive board, a three-member panel of neutral parties shall conduct an inquiry. The president shall transmit the report of the panel to the charged and charging parties and shall inform the executive board of the case and of the results of the report. Any conflict is then resolved.

Form 990, Part VI, Section C, Line 19

UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Phoenix Union High School District
EIN
86-0218429
Phone
6022795529
Address
345 E PALM LANE, PHOENIX, AZ 85004-1532

Signing Officer

Name
Estaban Flemons
Title
Board President
Phone
6022795529
Signed
2025-05-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Estaban Flemons
Formed
1971
Legal Domicile
Az
Voting Board Members
19
Independent Board Members
1
Employees
20
Volunteers
1

Preparer

Firm
Baker Tilly Advisory Group Lp
Address
2055 E WARNER RD STE 101, TEMPE, AZ 85284
Preparer
Colette Kamps CPA
Phone
4808394900
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 8- Prior Period Adjustment

The organization's accounting software was corrupted during the fiscal year resulting in a loss of accounting records. As a result of this, the organization recorded a prior period adjustment to adjust the net asset balance to actual as of june 30, 2024.

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IRS990/MissionDesc0TO WORK FOR THE WELFARE OF STUDENTS, THE ADVANCEMENT OF EDUCATION, AND THE IMPROVEMENT OF INSTRUCTIONAL OPPORTUNITIES FOR ALL. THIS IS DONE PRIMARILY THROUGH THE INTERACTION WITH AND PROVIDING SERVICES FOR CERTIFIED PERSONNEL IN THE PHOENIX UNION HIGH SCHOOL DISTRICT.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVE MEMBERSHIP IN THE ASSOCIATION SHALL BE OPEN TO ANY CERTIFIED PERSON WHO IS EMPLOYED AS A CERTIFIED PERSON IN THE PHOENIX UNION HIGH SCHOOL DISTRICT, EXCEPT ADMINISTRATIVE AND SUPERVISORY PERSONNEL, WHO HOLDS A VALID TEACHING CERTIFICATE ISSUED BY THE ARIZONA STATE BOARD OF EDUCATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EVERY ACTIVE MEMBER SHALL HAVE THE EQUAL RIGHTS AND PRIVILEGES WITHIN THE ORGANIZATION TO NOMINATE, TO BE NOMINATED, AND TO HOLD OFFICE; TO VOTE IN ELECTIONS OR ON REFERENDA OF THE ASSOCIATION; TO ATTEND MEMBERSHIP MEETINGS; TO PARTICIPATE IN THE DELIBERATIONS AND VOTING UPON THE BUSINESS OF SUCH MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A COPY OF THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS TO REVIEW PRIOR TO FILING. THE BOARD TREASURER ALSO REVIEWS AND APPROVES THE DRAFT COPY OF THE FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COPIES OF THE FINANCIAL CONFLICT OF INTEREST POLICY FOR CTA OFFICIALS, EXECUTIVE BOARD MEMBERS AND THE COMPLAINT PROCEDURE SHALL BE DISTRIBUTED TO: 1. ALL CURRENTLY ELECTED AND APPOINTED OFFICIALS AND EXECUTIVE BOARD MEMBERS OF THE CTA; AND 2. ALL CANDIDATES FOR CTA OFFICE AT THE TIME OF THEIR NOMINATION. THESE INDIVIDUALS ARE REQUIRED TO SIGN THE POLICY, ACKNOWLEDGING THEIR RECEIPT. IN THE EVENT A CHARGE OF VIOLATION OF THE CONFLICT OF INTEREST POLICY FOR CTA OFFICIALS OR EXECUTIVE BOARD MEMBERS IS FILED WITH THE PRESIDENT AGAINST A MEMBER OF THE EXECUTIVE BOARD, A THREE-MEMBER PANEL OF NEUTRAL PARTIES SHALL CONDUCT AN INQUIRY. THE PRESIDENT SHALL TRANSMIT THE REPORT OF THE PANEL TO THE CHARGED AND CHARGING PARTIES AND SHALL INFORM THE EXECUTIVE BOARD OF THE CASE AND OF THE RESULTS OF THE REPORT. ANY CONFLICT IS THEN RESOLVED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION'S ACCOUNTING SOFTWARE WAS CORRUPTED DURING THE FISCAL YEAR RESULTING IN A LOSS OF ACCOUNTING RECORDS. AS A RESULT OF THIS, THE ORGANIZATION RECORDED A PRIOR PERIOD ADJUSTMENT TO ADJUST THE NET ASSET BALANCE TO ACTUAL AS OF JUNE 30, 2024.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 8- PRIOR PERIOD ADJUSTMENT
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ARIZONA EDUCATION ASSOCIATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0860002685
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0ESTABAN FLEMONS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOARD PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06022795529
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-07

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