Civic Intelligence

Phoenix Union High School District Classroom Teachers Association Inc

990 • Fiscal year 2021 • EIN 86-0218429

Jul 01, 2020 to Jun 30, 2021 • Filed on Mar 28, 2022

345 E Palm LanePhoenix, AZ 85004-1532

(623) 745-6047

Siviq Scores

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

Liabilities / Assets

35th percentile

0.01x

Higher debt load relative to assets than 35% of similar nonprofits.

2021 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

42nd percentile

0.04x

Higher debt load relative to revenue than 42% of similar nonprofits.

2021 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2021

Net Margin

46th percentile

9.4%

Higher net margin than 46% of similar nonprofits.

2021 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

47th percentile

$12,500

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 7.1% of source-year revenue.

2021 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2021

Asset Growth

31st percentile

3.6%

Faster asset growth than 31% of similar nonprofits.

2021 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

34th percentile

-1.7%

Faster revenue growth than 34% of similar nonprofits.

2021 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Assets

Up

$547,868

Up $19,228 (+3.6%) from 2020

Net Assets

Up

$541,082

Up $18,711 (+3.6%) from 2020

Liabilities

Up

$6,786

Up $517 (+8.2%) from 2020

Revenue

Down

$175,467

Down $3,095 (-1.7%) from 2020

Expenses

Down

$159,029

Down $35,390 (-18%) from 2020

Net Income

Up

$16,438

Up $32,295 (+204%) from 2020

Historical Trend

Balance Sheet Trend

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

$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

2021

Assets$547,868
Liabilities$6,786
Net Assets$541,082

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$175,467
Expenses$159,029
Net Income$16,438
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Mar 28, 2022
Return Version
2020v4.2
Gross Receipts
$175,467
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$522,371$541,082▲ $18,711
Savings and Temporary Cash Investments$386,783$391,478▲ $4,695
Cash and Non-Interest-Bearing Accounts$136,306$149,834▲ $13,528
Land, Buildings, and Equipment, Net$1,176$1,781▲ $605
Receivables From Officers Etc$550--
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$528,640$547,868▲ $19,228
Other Assets Total$3,825$4,775▲ $950
Liabilities
Accounts Payable and Accrued Expenses$6,269$6,786▲ $517
Total Liabilities$6,269$6,786▲ $517
Net Assets / Fund Balance
Total Net Assets Fund Balance$522,371$541,082▲ $18,711
Total Liabilities and Net Assets / Fund Balance$528,640$547,868▲ $19,228

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,781$39,808$41,589
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
April ColemanPresident-$12,500$12,500
Lorelei AndersenTreasurerPT$2,000$2,000
Praphul Niduram AmbedkarSecretary-$1,500$1,500
Kathleen KimuraDirector-$1,000$1,000
Anca HummelDirector-$500$500
Dan HullDirector-$500$500
Patrick ShanahanDirector-$500$500
Robert MelendezDirector-$500$500
William Stalker HighsmithDirector-$500$500
Estaban FlemonsVice President-$417$417
Bronwyn LyonsDirector-$250$250
Daniel MillierDirector-$250$250
Jacob GreenbergDirector-$250$250
John HenryDirector-$250$250
Kristen MastDirector-$250$250
Kristin RobertsDirector-$250$250

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$171,372
Investment Income
$15
Other Revenue
$4,080
Change in Net Assets
$16,438
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$86,233
Salaries, Compensation, and Employee Benefits$72,796
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$52,203
Occupancy---$15,315
Current Officers, Directors, Trustees, and Key Employees---$15,000
Conferences and Meetings---$10,071
Payroll Taxes---$5,232
Other Expenses---$5,000
All Other Expenses---$4,188
Information Technology---$3,272
Office Expenses---$3,194
Fees for Services Accounting---$2,250
Travel---$767
Fees for Services Other---$450
Other Employee Benefits---$361
Total Functional Expenses$0$0$0$159,029
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees$550--
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
6237456047
Address
345 E PALM LANE, PHOENIX, AZ 85004-1532

Signing Officer

Name
Lore Andersen
Title
Treasurer
Phone
6237456047
Signed
2022-03-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lore Andersen
Formed
1971
Legal Domicile
Az
Voting Board Members
18
Independent Board Members
2
Employees
21
Volunteers
200

Preparer

Firm
Henry & Horne Llp
Address
2055 E WARNER ROAD SUITE 101, TEMPE, AZ 85284
Preparer
Colette Kamps CPA
Phone
4808394900
Raw XML AppendixShowing 400 of 432 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt06269
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt06786
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO 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.
IRS990/AllOtherExpensesGrp/TotalAmt04188
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum06237456047
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0345 E PALM LANE
IRS990/BooksInCareOfDetail/USAddress/CityNm0PHOENIX
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0850041532
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0136306
IRS990/CashNonInterestBearingGrp/EOYAmt0149834
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt015000
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/TotalAmt010071
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt015
IRS990/CYOtherExpensesAmt086233
IRS990/CYOtherRevenueAmt04080
IRS990/CYProgramServiceRevenueAmt0171372
IRS990/CYRevenuesLessExpensesAmt016438
IRS990/CYSalariesCompEmpBnftPaidAmt072796
IRS990/CYTotalExpensesAmt0159029
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0175467
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE ORGANIZATION PROVIDES PROFESSIONAL AND CAREER SERVICES TO ALL THE CERTIFIED PERSONNEL OF PHOENIX UNION HIGH SCHOOL DISTRICT. THE ORGANIZATION COMMUNICATES TO THE GENERAL PUBLIC ISSUES RELATED TO THE TEACHING PROFESSION, ESPECIALLY CONCERNING PUBLIC HIGH SCHOOLS, AND PROMOTES THE TEACHING PROFESSION. THE ORGANIZATION PROVIDES SCHOLARSHIPS FOR HIGH SCHOOL STUDENTS WHO ACHIEVED ACADEMIC GOALS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt021
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt02250
IRS990/FeesForServicesOtherGrp/TotalAmt0450
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt03.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt13.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt23.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt33.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt43.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt53.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt63.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt73.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt83.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt93.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt103.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt113.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt123.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt133.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt143.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt154.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt164.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt175.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/PersonNm0MARLA ZIMMERMAN
IRS990/Form990PartVIISectionAGrp/PersonNm1DANIELLE CHAPMAN PRITCHARD
IRS990/Form990PartVIISectionAGrp/PersonNm2KRISTIN ROBERTS
IRS990/Form990PartVIISectionAGrp/PersonNm3ROBERT MELENDEZ
IRS990/Form990PartVIISectionAGrp/PersonNm4KATHLEEN KIMURA
IRS990/Form990PartVIISectionAGrp/PersonNm5PATRICK SHANAHAN
IRS990/Form990PartVIISectionAGrp/PersonNm6JOHN HENRY
IRS990/Form990PartVIISectionAGrp/PersonNm7DANIEL MILLIER
IRS990/Form990PartVIISectionAGrp/PersonNm8BRONWYN LYONS
IRS990/Form990PartVIISectionAGrp/PersonNm9KRISTEN MAST
IRS990/Form990PartVIISectionAGrp/PersonNm10ANCA HUMMEL
IRS990/Form990PartVIISectionAGrp/PersonNm11WILLIAM STALKER HIGHSMITH
IRS990/Form990PartVIISectionAGrp/PersonNm12DAN HULL
IRS990/Form990PartVIISectionAGrp/PersonNm13JACOB GREENBERG
IRS990/Form990PartVIISectionAGrp/PersonNm14APRIL COLEMAN
IRS990/Form990PartVIISectionAGrp/PersonNm15ESTABAN FLEMONS
IRS990/Form990PartVIISectionAGrp/PersonNm16PRAPHUL NIDURAM AMBEDKAR
IRS990/Form990PartVIISectionAGrp/PersonNm17LORELEI ANDERSEN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt3500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt41000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt5500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt6250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt7250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt8250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt9250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1412500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15417
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt161500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt172000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt15VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt16SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt17TREASURER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01971
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt018
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0175467
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt02
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt03272
IRS990/InvestmentIncomeGrp/ExclusionAmt015
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt015
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt039808
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01176
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01781
IRS990/LandBldgEquipCostOrOtherBssAmt041589
IRS990/LegalDomicileStateCd0AZ
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0522371
IRS990/NetAssetsOrFundBalancesEOYAmt0541082
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt015315
IRS990/OfficeExpensesGrp/TotalAmt03194
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt03825
IRS990/OtherAssetsTotalGrp/EOYAmt04775
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0361
IRS990/OtherExpensesGrp/Desc0MEMBERSHIP EXPENSE
IRS990/OtherExpensesGrp/Desc1UNIT EXPENSE
IRS990/OtherExpensesGrp/Desc2COMMITTEES EXPENSES
IRS990/OtherExpensesGrp/Desc3DINNER EVENT
IRS990/OtherExpensesGrp/TotalAmt019957
IRS990/OtherExpensesGrp/TotalAmt115018
IRS990/OtherExpensesGrp/TotalAmt26751
IRS990/OtherExpensesGrp/TotalAmt35000
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt04080
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt04080
IRS990/OtherRevenueTotalAmt04080
IRS990/OtherSalariesAndWagesGrp/TotalAmt052203
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt05232
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0LORE ANDERSEN
IRS990/PriorPeriodAdjustmentsAmt02273
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0171372
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0171372
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt045
IRS990/PYOtherExpensesAmt0117702
IRS990/PYOtherRevenueAmt06020
IRS990/PYProgramServiceRevenueAmt0172497
IRS990/PYRevenuesLessExpensesAmt0-15857
IRS990/PYSalariesCompEmpBnftPaidAmt076717
IRS990/PYTotalExpensesAmt0194419
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0178562
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt0550
IRS990/ReconcilationRevenueExpnssAmt016438
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0522371
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0541082
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0386783
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0391478
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/SubstantiallyAllDuesNondedInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt01781
IRS990ScheduleD/BuildingsGrp/DepreciationAmt039808
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt041589
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01781
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
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/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
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ARIZONA EDUCATION ASSOCIATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0860002685
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(6)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0AZ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0MEMBERSHIP ORGANIZATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0345 E PALM LN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0PHOENIX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0AZ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd085004
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0R
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd01
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0528640
IRS990/TotalAssetsEOYAmt0547868
IRS990/TotalAssetsGrp/BOYAmt0528640
IRS990/TotalAssetsGrp/EOYAmt0547868
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt021
IRS990/TotalFunctionalExpensesGrp/TotalAmt0159029
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt06269
IRS990/TotalLiabilitiesEOYAmt06786
IRS990/TotalLiabilitiesGrp/BOYAmt06269
IRS990/TotalLiabilitiesGrp/EOYAmt06786
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0522371
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0541082
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0171372
IRS990/TotalReportableCompFromOrgAmt021417
IRS990/TotalRevenueGrp/ExclusionAmt015
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0175452
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0175467
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0200
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0528640
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0547868
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt0767
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0345 E PALM LANE
IRS990/USAddress/CityNm0PHOENIX
IRS990/USAddress/StateAbbreviationCd0AZ
IRS990/USAddress/ZIPCd0850041532
IRS990/VotingMembersGoverningBodyCnt018
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings