Civic Intelligence

Monterey Park Association

990EZ • Fiscal year 2016 • EIN 86-0483480

Jan 01, 2016 to Dec 31, 2016 • Filed on Mar 07, 2017

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.

2016 filings • 501(c)7 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

53rd percentile

0.00x

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

2016 filings • 501(c)7 • <$500k nonprofits • Source year 2016

Net Margin

89th percentile

28%

Higher net margin than 89% of similar nonprofits.

2016 filings • 501(c)7 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)7 • <$500k nonprofits • Source year 2016

Asset Growth

82nd percentile

22%

Faster asset growth than 82% of similar nonprofits.

2016 filings • 501(c)7 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

62nd percentile

5.9%

Faster revenue growth than 62% of similar nonprofits.

2016 filings • 501(c)7 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Up

$98,495

Up $17,819 (+22%) from 2015

Net Assets

Up

$98,495

Up $17,819 (+22%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin89th percentile

Revenue

Up

$63,797

Up $3,564 (+5.9%) from 2015

Expenses

Down

$45,978

Down $11,902 (-21%) from 2015

Net Income

Up

$17,819

Up $15,466 (+657%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth82nd 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

2016

Assets$98,495
Liabilities$0
Net Assets$98,495
Open 2016 Filing

Operations Trend

Revenue Growth62nd 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

2016

Revenue$63,797
Expenses$45,978
Net Income$17,819
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 7, 2017
Return Version
2016v3.0
Gross Receipts
$63,797
Mission and Program Overview

Mission

Property maintenance and social

Home Owners Association

Program Services

DescriptionGrantsExpenses
Property Maintenance and upkeep-$40,559
Ramada Painting-$3,985
Pole Replacement-$720
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Craig SjodinPresidentPT$0--
Donald CoutureSecretaryPT$0--
Sandra MucciTreasurer-$0--
Dody TaitDirector-$0--
Randy BrenckmanVice President-$0--
Beverly TysonDirector-$0--
Lee AndersonDirector-$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
2017-03-07
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 2,100Working Capital Fees 1,925HOA Events 2,096Landscape Reimbursement 245Void ck 7107 expensed in 2015 750”

Description of other expenses Part I line 16

“Description AmountOffice Accounting CPA 1,066Newsletter 20Compliance and Legal Fees 35Villa Monterey Entrance Maint 3,604Website Costs 98Directory 107Nominating Committee 128Social 3,184”

Description of other assets Part II line 24

“Category Beginning of Year End of YearMoney Market and Savings 25,117 28,061Contingency Accounts 37,159 43,294”

Raw XML Appendix146 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/PhoneNum04803615368
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt07816 E Highland Avenue
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Scottsdale
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd085251
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt018400
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt027140
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt017819
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/GrossReceiptsAmt063797
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt031
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt056650
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt080676
IRS990EZ/NetAssetsOrFundBalancesEOYAmt098495
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt080676
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt098495
IRS990EZ/OccupancyRentUtltsAndMaintAmt037736
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
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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/PersonNm0Craig Sjodin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Donald Couture
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Sandra Mucci
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Dody Tait
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Randy Brenckman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Beverly Tyson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Lee Anderson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt062276
IRS990EZ/OtherAssetsTotalDetail/EOYAmt071355
IRS990EZ/OtherExpensesTotalAmt08242
IRS990EZ/OtherRevenueTotalAmt07116
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Home Owners Association
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Property Maintenance and upkeep
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Ramada Painting
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Pole Replacement
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt040559
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13985
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt2720
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0AZ
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt045978
IRS990EZ/TotalProgramServiceExpensesAmt045264
IRS990EZ/TotalRevenueAmt063797
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.MontereyParkAssociation.com
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountTransfer Fees 2,100Working Capital Fees 1,925HOA Events 2,096Landscape Reimbursement 245Void ck 7107 expensed in 2015 750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountOffice Accounting CPA 1,066Newsletter 20Compliance and Legal Fees 35Villa Monterey Entrance Maint 3,604Website Costs 98Directory 107Nominating Committee 128Social 3,184
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearMoney Market and Savings 25,117 28,061Contingency Accounts 37,159 43,294
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
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Sandra Mucci
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum04803615368
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-07
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
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ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId08634732017067cw10y3x
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-03-08
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.201.102.130
ReturnHeader/FilingSecurityInformation/IPDt02017-03-08
ReturnHeader/FilingSecurityInformation/IPTm012:32:19
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/ReturnTs02017-03-08T12:30:51-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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
$98,495
Liabilities
$0
Net assets
$98,495
Revenue
$63,797
Expenses
$45,978
Net income
$17,819
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