Civic Intelligence

Monterey Park Association

990EZ • Fiscal year 2015 • EIN 86-0483480

Jan 01, 2015 to Dec 31, 2015 • Filed on Mar 08, 2016

Organization Profilewww.MontereyParkAssociation.com
7816 E Highland AvenueScottsdale, AZ 85251

(480) 361-5368

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

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

2015 filings • 501(c)7 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

53rd percentile

0.00x

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

2015 filings • 501(c)7 • <$500k nonprofits • Source year 2015

Net Margin

53rd percentile

3.9%

Higher net margin than 53% of similar nonprofits.

2015 filings • 501(c)7 • <$500k nonprofits • Source year 2015

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

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

2015 filings • 501(c)7 • <$500k nonprofits • Source year 2015

Asset Growth

55th percentile

3.0%

Faster asset growth than 55% of similar nonprofits.

2015 filings • 501(c)7 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

57th percentile

4.5%

Faster revenue growth than 57% of similar nonprofits.

2015 filings • 501(c)7 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Up

$80,676

Up $2,353 (+3.0%) from 2014

Net Assets

Up

$80,676

Up $2,353 (+3.0%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin53rd percentile

Revenue

Up

$60,233

Up $2,584 (+4.5%) from 2014

Expenses

Up

$57,880

Up $2,887 (+5.2%) from 2014

Net Income

Down

$2,353

Down $303 (-11%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$150K$100K$50K$0Assets 2011: $44,949Liabilities 2011: $02011Assets 2012: $73,053Liabilities 2012: $02012Assets 2013: $75,667Liabilities 2013: $0Net Assets 2013: $75,6672013Assets 2014: $78,323Liabilities 2014: $0Net Assets 2014: $78,3232014Assets 2015: $80,676Liabilities 2015: $0Net Assets 2015: $80,6762015Assets 2016: $98,495Liabilities 2016: $0Net Assets 2016: $98,4952016Assets 2017: $104,550Liabilities 2017: $0Net Assets 2017: $104,5502017Assets 2018: $87,489Liabilities 2018: $0Net Assets 2018: $87,4892018Assets 2019: $83,118Net Assets 2019: $83,1182019Assets 2020: $59,990Net Assets 2020: $59,9902020Assets 2021: $60,844Liabilities 2021: $0Net Assets 2021: $60,8442021Assets 2022: $102,833Liabilities 2022: $0Net Assets 2022: $102,8332022Assets 2023: $69,090Liabilities 2023: $0Net Assets 2023: $69,0902023Assets 2024: $76,288Liabilities 2024: $0Net Assets 2024: $76,2882024

Highlighted filing

2015

Assets$80,676
Liabilities$0
Net Assets$80,676
Open 2015 Filing

Operations Trend

Revenue Growth57th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $64,564Expenses 2011: $54,810Net Income 2011: $9,7542011Revenue 2012: $90,206Expenses 2012: $62,101Net Income 2012: $28,1052012Revenue 2013: $58,430Expenses 2013: $55,817Net Income 2013: $2,6132013Revenue 2014: $57,649Expenses 2014: $54,993Net Income 2014: $2,6562014Revenue 2015: $60,233Expenses 2015: $57,880Net Income 2015: $2,3532015Revenue 2016: $63,797Expenses 2016: $45,978Net Income 2016: $17,8192016Revenue 2017: $64,195Expenses 2017: $58,140Net Income 2017: $6,0552017Revenue 2018: $53,354Expenses 2018: $70,415Net Income 2018: -$17,0612018Revenue 2019: $68,237Expenses 2019: $72,608Net Income 2019: -$4,3712019Revenue 2020: $44,816Expenses 2020: $67,944Net Income 2020: -$23,1282020Revenue 2021: $62,348Expenses 2021: $61,494Net Income 2021: $8542021Revenue 2022: $97,016Expenses 2022: $55,027Net Income 2022: $41,9892022Revenue 2023: $68,955Expenses 2023: $102,698Net Income 2023: -$33,7432023Revenue 2024: $90,985Expenses 2024: $83,787Net Income 2024: $7,1982024

Highlighted filing

2015

Revenue$60,233
Expenses$57,880
Net Income$2,353
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Mar 8, 2016
Return Version
2015v2.1
Gross Receipts
$60,233
Mission and Program Overview

Mission

Property maintenance and social

Home Owners Association

Program Services

DescriptionGrantsExpenses
Property Maintenance and upkeep-$39,337
Ramada Roof Repairs-$6,116
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Susan MarchiPresidentPT$0--
James BennettSecretaryPT$0--
Sandra MucciTreasurer-$0--
Dody TaitDirector-$0--
Randy BrenckmanDirector-$0--
Kathleen HartmannDirector-$0--
Craig SjodinDirector-$0--
Filing and Contact Details

Filer

Filer Name
Monterey Park Association
EIN
86-0483480
Address
7816 E Highland Avenue, Scottsdale, AZ 85251

Signing Officer

Name
Sandra Mucci
Title
Treasurer
Phone
4803615368
Signed
2016-03-08
Discuss with paid preparer
No

Preparer

Firm
HARTER and ASSOCIATES LLC
Address
120 W OREGON AVENUE, PHOENIX, AZ 85013
Preparer
Douglas J Harter Ea
Phone
6022667167
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description AmountTransfer Fees 2,700Working Capital Fees 1,375HOA Events 1,702”

Description of other expenses Part I line 16

“Description AmountOffice Accounting CPA 888Newsletter 26Compliance and Legal Fees 3,254Villa Monterey Entrance Maint 3,635Website Costs 98Directory 135Nominating Committee 115Social 4,276”

Description of other assets Part II line 24

“Category Beginning of Year End of YearMoney Market and Savings 10,729 25,117Contingency Accounts 38,264 37,159”

Changes to governing documents Part V line 34

“Updated and amended the Bylaws”

Raw XML Appendix139 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/PersonNm0Sandra Mucci
IRS990EZ/BooksInCareOfDetail/PhoneNum04803615368
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04814 N 78th Place
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Scottsdale
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd085251
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt029330
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt018400
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01946
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02353
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/InvestmentIncomeAmt020
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt052490
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt078323
IRS990EZ/NetAssetsOrFundBalancesEOYAmt080676
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt078323
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt080676
IRS990EZ/OccupancyRentUtltsAndMaintAmt045453
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Susan Marchi
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1James Bennett
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Sandra Mucci
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Dody Tait
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Randy Brenckman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Kathleen Hartmann
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Craig Sjodin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt048993
IRS990EZ/OtherAssetsTotalDetail/EOYAmt062276
IRS990EZ/OtherExpensesTotalAmt012427
IRS990EZ/OtherRevenueTotalAmt05777
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Home Owners Association
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Property Maintenance and upkeep
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Ramada Roof Repairs
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt039337
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt16116
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0AZ
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt057880
IRS990EZ/TotalProgramServiceExpensesAmt045453
IRS990EZ/TotalRevenueAmt060233
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.MontereyParkAssociation.com
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountTransfer Fees 2,700Working Capital Fees 1,375HOA Events 1,702
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountOffice Accounting CPA 888Newsletter 26Compliance and Legal Fees 3,254Villa Monterey Entrance Maint 3,635Website Costs 98Directory 135Nominating Committee 115Social 4,276
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearMoney Market and Savings 10,729 25,117Contingency Accounts 38,264 37,159
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Updated and amended the Bylaws
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Changes to governing documents Part V line 34
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Sandra Mucci
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum04803615368
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-03-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Monterey Park Association
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0860483480
ReturnHeader/Filer/USAddress/AddressLine1Txt07816 E Highland Avenue
ReturnHeader/Filer/USAddress/CityNm0Scottsdale
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085251
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0860819803
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HARTER and ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0120 W OREGON AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHOENIX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085013
ReturnHeader/PreparerPersonGrp/PhoneNum06022667167
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOUGLAS J HARTER EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-03-08T15:13:03-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$80,676
Liabilities
$0
Net assets
$80,676
Revenue
$60,233
Expenses
$57,880
Net income
$2,353
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.91$0.84$0.07
2023Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.69$1.03$0.34
2022Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.97$0.55$0.42
2021Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.62$0.61$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.60$0.60$0.45$0.68$0.23
2019Detailed filing. Detailed filing data is available for this year.$0.83$0.83$0.68$0.73$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.53$0.70$0.17
2017Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.64$0.58$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.64$0.46$0.18
2015Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.60$0.58$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.58$0.55$0.03
2013Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.58$0.56$0.03
2012Summary only. Only limited summary data is available for this year.$0.73$0.00$0.90$0.62$0.28
2011Summary only. Only limited summary data is available for this year.$0.45$0.00$0.65$0.55$0.10