Civic Intelligence

Phoenix Union High School Alumni Association

990EZ • Fiscal year 2014 • EIN 86-0546041

Apr 01, 2013 to Mar 31, 2014 • Filed on Jul 22, 2014

Organization ProfilePUHSAA.ORG
2526 West Osborn-building 2Phoenix, AZ 85017

(602) 764-1689

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

79th percentile

0.08x

Higher debt load relative to revenue than 79% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

89th percentile

41%

Higher net margin than 89% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

60th percentile

8.2%

Faster asset growth than 60% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2014

Revenue Growth

16th percentile

-30%

Faster revenue growth than 16% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$406,119

Up $59,188 (+17%) from 2012

Net Assets

$404,576

No earlier filing loaded for comparison.

Liabilities

Up

$1,543

Up $400 (+35%) from 2012

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin89th percentile

Revenue

Down

$19,390

Down $20,727 (-52%) from 2012

Expenses

Down

$11,409

Down $12,779 (-53%) from 2012

Net Income

Down

$7,981

Down $7,948 (-50%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$600K$400K$200K$0Assets 2012: $346,931Liabilities 2012: $1,1432012Assets 2014: $406,119Liabilities 2014: $1,543Net Assets 2014: $404,5762014Assets 2015: $424,677Liabilities 2015: $1,583Net Assets 2015: $423,0942015Assets 2016: $414,680Liabilities 2016: $1,583Net Assets 2016: $413,0972016Assets 2017: $422,739Liabilities 2017: $1,5832017

Highlighted filing

2014

Assets$406,119
Liabilities$1,543
Net Assets$404,576
Open 2014 Filing

Operations Trend

Revenue Growth16th percentile

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

$60K$40K$20K$0Revenue 2012: $40,117Expenses 2012: $24,188Net Income 2012: $15,9292012Revenue 2014: $19,390Expenses 2014: $11,409Net Income 2014: $7,9812014Revenue 2015: $26,888Expenses 2015: $20,285Net Income 2015: $6,6032015Revenue 2016: $24,908Expenses 2016: $19,435Net Income 2016: $5,4732016Revenue 2017: $15,473Expenses 2017: $12,803Net Income 2017: $2,6702017

Highlighted filing

2014

Revenue$19,390
Expenses$11,409
Net Income$7,981
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2013 to Mar 31, 2014
Signed
Jul 22, 2014
Return Version
2013v3.0
Gross Receipts
$25,436
Mission and Program Overview

Mission

The association's primary exempt purpose is to provide scholarships to students that show an interest in continuing their education, and to assist in maintaining the original campus buildings that have been included in the national historical register and that house the association's office.

The association primary exempt purpose is to provided scholarships to students that show an interest in comtinuing their education, and to assist in maintaining the original campus building that have been included in the national hisorical register and that house the association's offices.

Program Services

DescriptionGrantsExpenses
THE PHOENIX UNION ALUNMI ASSOCIATION WAS ESTABLISHED TO WORK ON SAVINGS THE ORIGINAL CAMPUS FROM DESTRUCTION AND TO WORK TO HAVE THE ORIGINAL BUILDINGS INCLUDED IN THE NATIONAL HISTORICAL REGISTER. WORK REGARDING THESE TWO OBJECTIVES HAVE BEEN COMPLETED.$0$0
UPON THE COMPLETION OF THE ORIGINAL CAMPUS INTO THE NATIONAL HISTORICAL REGISTER, THE ASSOCIATION'S BOARD OF DIRECTORS HAVE INVESTED SURPLUS MONIES INTO AN ENDOWMENT FUND HELD BY THE ARIZONA COMMUNITY FOUNDATION FOR THE EXPRESS PURPOSE OF PROVIDING SCHOLARSHIP INTO THE FUTURE. FOR THE 2013/2014 FISCAL YEAR NO SCHOLARSHIP FROM THIS FUND HAVE BEEN DISBURSED.$0$0
THE ASSOCIATION IS CONTINUING TO PROVIDE SCHOLARSHIPS TO STUDENTS THAT SHOW AN INTEREST IN CONTINUING THEIR EDUCATION AND FOR STUDENTS THAT HAVE SPECIAL NEEDS. THESE SCHOLARSHIPS ARE FUNDED FROM THE ASSOCIATION'S DUES, MEMBER'S CONTRIBUTIONS AND OTHER FUND RAISING FUNCTIONS$0$0
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RUTH ADAMSDirector-$0--
KAREN BETKERRecording Secretary-$0--
JOE BLAKEDDYDirector-$0--
MARGIE CRICKDirector-$0--
EARL CARROLLDirector-$0--
KENNETH GILBERTDirector-$0--
DEE GRIMMImmediate Past President-$0--
JACQUE GUIDADirector-$0--
LUCY GURULEDirector-$0--
BILL KINNERUPSecond Vice President-$0--
GEN KRINERTreasurer-$0--
JERRY OLIVERPresident-$0--
Filing and Contact Details

Filer

EIN
86-0546041
Phone
6027641689

Signing Officer

Name
Jerry Oliver
Title
President
Phone
6027641689
Signed
2014-07-22
Discuss with paid preparer
No

Preparer

Preparer
Louis Jacobo CPA
Phone
6022416663
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: sale of alumni merchandise. Amount: 1,102.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: board meeting expenses. Amount: 20. Description: website & computer expense. Amount: 234. Description: office supplies & expense. Amount: 196. Description: insurance & bonds. Amount: 546. Description: telephone. Amount: 841. Description: miscellaneous expense. Amount: 58. Total to form 990-ez, line 16: 1,895.”

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

“Description: contributions to restricted funds. Amount: 11,771. Description: investment income earned by restricted funds. Amount: 2,438. Description: realized gains in resteicted funds. Amount: 6,001. Description: unrealized gains in resteicted funds. Amount: 28,175. Description: investment fees charged to restricted funds. Amount: -5,243. Description: scholarship distributions from restrcted funds. Amount: -11,390. Total to form 990-ez, line 20: 31,752.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: scholarship endowment fund. Beg. Of year amount: 249,596. End of year amount: 280,966. Description: other depreciable assets. Beg. Of year amount: 55,359. End of year amount: 55,359.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: funds held for other graduating classes. Beg. Of year amount: 1,093. End of year amount: 1,493. Description: c. Walrod memorial fund. Beg. Of year amount: 50. End of year amount: 50.”

Form 990-ez, Part V, Line 35

“The association does not have unrelated business income”

Raw XML Appendix241 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0GEN KRINER
IRS990EZ/BooksInCareOfDetail/PhoneNum06239753929
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1018532 N AVALON LN
IRS990EZ/BooksInCareOfDetail/USAddress/City0SURPRISE
IRS990EZ/BooksInCareOfDetail/USAddress/State0AZ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode085374
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt061031
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt069794
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/CntrctRcvdGreaterThan100KCnt00
IRS990EZ/ContributionsGiftsGrantsEtcAmt03771
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt07981
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0675
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0365986
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0406119
IRS990EZ/FundraisingGrossIncomeAmt05743
IRS990EZ/GrossReceiptsAmt025436
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartIVInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt014820
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0364843
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0404576
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0364843
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0404576
IRS990EZ/OccupancyRentUtltsAndMaintAmt01050
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt80.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt90.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt100.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RUTH ADAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KAREN BETKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOE BLAKEDDY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARGIE CRICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4EARL CARROLL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KENNETH GILBERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DEE GRIMM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JACQUE GUIDA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8LUCY GURULE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9BILL KINNERUP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10GEN KRINER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11JERRY OLIVER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1RECORDING SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6IMMEDIATE PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9SECOND VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11PRESIDENT
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0304955
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0336325
IRS990EZ/OtherChangesInNetAssetsAmt031752
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt01895
IRS990EZ/OtherRevenueTotalAmt01102
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE ASSOCIATION PRIMARY EXEMPT PURPOSE IS TO PROVIDED SCHOLARSHIPS TO STUDENTS THAT SHOW AN INTEREST IN COMTINUING THEIR EDUCATION, AND TO ASSIST IN MAINTAINING THE ORIGINAL CAMPUS BUILDING THAT HAVE BEEN INCLUDED IN THE NATIONAL HISORICAL REGISTER AND THAT HOUSE THE ASSOCIATION'S OFFICES.
IRS990EZ/PrintingPublicationsPostageAmt07789
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE PHOENIX UNION ALUNMI ASSOCIATION WAS ESTABLISHED TO WORK ON SAVINGS THE ORIGINAL CAMPUS FROM DESTRUCTION AND TO WORK TO HAVE THE ORIGINAL BUILDINGS INCLUDED IN THE NATIONAL HISTORICAL REGISTER. WORK REGARDING THESE TWO OBJECTIVES HAVE BEEN COMPLETED.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1UPON THE COMPLETION OF THE ORIGINAL CAMPUS INTO THE NATIONAL HISTORICAL REGISTER, THE ASSOCIATION'S BOARD OF DIRECTORS HAVE INVESTED SURPLUS MONIES INTO AN ENDOWMENT FUND HELD BY THE ARIZONA COMMUNITY FOUNDATION FOR THE EXPRESS PURPOSE OF PROVIDING SCHOLARSHIP INTO THE FUTURE. FOR THE 2013/2014 FISCAL YEAR NO SCHOLARSHIP FROM THIS FUND HAVE BEEN DISBURSED.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2THE ASSOCIATION IS CONTINUING TO PROVIDE SCHOLARSHIPS TO STUDENTS THAT SHOW AN INTEREST IN CONTINUING THEIR EDUCATION AND FOR STUDENTS THAT HAVE SPECIAL NEEDS. THESE SCHOLARSHIPS ARE FUNDED FROM THE ASSOCIATION'S DUES, MEMBER'S CONTRIBUTIONS AND OTHER FUND RAISING FUNCTIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt20
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt06046
IRS990EZ/SpecialEventsNetIncomeLossAmt0-303
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01143
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01543
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt011409
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt019390
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0PUHSAA.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt018591
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt021195
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt037851
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt033931
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt042849
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0154417
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0125
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0-1179
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt011412
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01735
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt012093
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt01129
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt01360
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt03445
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt01557
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt02059
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt09550
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0125
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0-1179
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt011412
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01735
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt012093
IRS990ScheduleA/InvestmentIncomeCYPct00.06870
IRS990ScheduleA/InvestmentIncomePYPct00.06110
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.93130
IRS990ScheduleA/PublicSupportPY509Pct00.93890
IRS990ScheduleA/PublicSupportTotal509Amt0163967
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt019720
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt022555
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt041296
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt035488
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt044908
IRS990ScheduleA/Total509Grp/TotalAmt0163967
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt019720
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt022680
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt040117
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt046900
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt046643
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0176060
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: SALE OF ALUMNI MERCHANDISE. AMOUNT: 1,102.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: BOARD MEETING EXPENSES. AMOUNT: 20. DESCRIPTION: WEBSITE & COMPUTER EXPENSE. AMOUNT: 234. DESCRIPTION: OFFICE SUPPLIES & EXPENSE. AMOUNT: 196. DESCRIPTION: INSURANCE & BONDS. AMOUNT: 546. DESCRIPTION: TELEPHONE. AMOUNT: 841. DESCRIPTION: MISCELLANEOUS EXPENSE. AMOUNT: 58. TOTAL TO FORM 990-EZ, LINE 16: 1,895.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: CONTRIBUTIONS TO RESTRICTED FUNDS. AMOUNT: 11,771. DESCRIPTION: INVESTMENT INCOME EARNED BY RESTRICTED FUNDS. AMOUNT: 2,438. DESCRIPTION: REALIZED GAINS IN RESTEICTED FUNDS. AMOUNT: 6,001. DESCRIPTION: UNREALIZED GAINS IN RESTEICTED FUNDS. AMOUNT: 28,175. DESCRIPTION: INVESTMENT FEES CHARGED TO RESTRICTED FUNDS. AMOUNT: -5,243. DESCRIPTION: SCHOLARSHIP DISTRIBUTIONS FROM RESTRCTED FUNDS. AMOUNT: -11,390. TOTAL TO FORM 990-EZ, LINE 20: 31,752.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: SCHOLARSHIP ENDOWMENT FUND. BEG. OF YEAR AMOUNT: 249,596. END OF YEAR AMOUNT: 280,966. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 55,359. END OF YEAR AMOUNT: 55,359.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: FUNDS HELD FOR OTHER GRADUATING CLASSES. BEG. OF YEAR AMOUNT: 1,093. END OF YEAR AMOUNT: 1,493. DESCRIPTION: C. WALROD MEMORIAL FUND. BEG. OF YEAR AMOUNT: 50. END OF YEAR AMOUNT: 50.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ASSOCIATION DOES NOT HAVE UNRELATED BUSINESS INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART V, LINE 35
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd00
ReturnHeader/BusinessOfficerGrp/PersonNm0JERRY OLIVER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06027641689
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-07-22
ReturnHeader/Filer/BusinessName/BusinessNameLine10PHOENIX UNION HIGH SCHOOL ALUMNI ASSN
ReturnHeader/Filer/BusinessNameControlTxt0PHOE
ReturnHeader/Filer/EIN0860546041
ReturnHeader/Filer/PhoneNum06027641689
ReturnHeader/Filer/USAddress/AddressLine102526 WEST OSBORN-BUILDING 2
ReturnHeader/Filer/USAddress/City0PHOENIX
ReturnHeader/Filer/USAddress/State0AZ
ReturnHeader/Filer/USAddress/ZIPCode085017
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0274062258
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10JACOBO & LICHT PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine105225 NORTH CENTRAL AVE 115
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0PHOENIX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode085012
ReturnHeader/PreparerPersonGrp/PhoneNum06022416663
ReturnHeader/PreparerPersonGrp/PreparationDt02014-07-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LOUIS JACOBO CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-07-22T11:36:54-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-04-01
ReturnHeader/TaxPeriodEndDt02014-03-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$406,119
Liabilities
$1,543
Net assets
$404,576
Revenue
$19,390
Expenses
$11,409
Net income
$7,981
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Summary only. Only limited summary data is available for this year.$4.23$0.02$0.15$0.13$0.03
2016Detailed filing. Detailed filing data is available for this year.$4.15$0.02$4.13$0.25$0.19$0.05
2015Detailed filing. Detailed filing data is available for this year.$4.25$0.02$4.23$0.27$0.20$0.07
2014Detailed filing. Detailed filing data is available for this year.$4.06$0.02$4.05$0.19$0.11$0.08
2012Summary only. Only limited summary data is available for this year.$3.47$0.01$0.40$0.24$0.16