Liabilities / Assets
59th percentile
Higher debt load relative to assets than 59% of similar nonprofits.
Phoenix Union High School Alumni Association
990EZ • Fiscal year 2016 • EIN 86-0546041
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
78th percentile
Higher debt load relative to revenue than 78% of similar nonprofits.
Net Margin
78th percentile
Higher net margin than 78% of similar nonprofits.
Top Officer Pay
75th percentile
Higher top officer pay than 75% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
40th percentile
Faster asset growth than 40% of similar nonprofits.
Revenue Growth
37th percentile
Faster revenue growth than 37% of similar nonprofits.
Balance Sheet
Assets
Down$414,680
Down $9,997 (-2.4%) from 2015
Net Assets
Down$413,097
Down $9,997 (-2.4%) from 2015
Liabilities
Flat$1,583
Flat from 2015
Revenue And Expenses
Revenue
Down$24,908
Down $1,980 (-7.4%) from 2015
Expenses
Down$19,435
Down $850 (-4.2%) from 2015
Net Income
Down$5,473
Down $1,130 (-17%) from 2015
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Apr 1, 2015 to Mar 31, 2016
- Signed
- Aug 5, 2016
- Return Version
- 2015v2.1
- Gross Receipts
- $24,908
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.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| THE ASSOCIATION CONTINUES TO GRANT SCHOLARSHIPS FOR DISADVANTAGED STUDENTS THAT WISH TO CONTINUE THEIR EDUCATION. | - | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| JERRY OLIVER | President | PT | $0 | - | - |
| DEE GRIMM | First Vice P | PT | $0 | - | - |
| BILL KINNERUP | Second Vice | PT | $0 | - | - |
| KAREN DEWALL BETKER | Secretary | PT | $0 | - | - |
| GEN KRINER | Treasurer | PT | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Phoenix Union High School Alumni as
- EIN
- 86-0546041
- Phone
- 6027641689
- Address
- 2526 WEST OSBORN-BUILDING 2, PHOENIX, AZ 85017
Signing Officer
- Name
- Jerry Oliver
- Title
- President
- Phone
- 6027641689
- Signed
- 2016-08-05
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Jacobo & Licht Pllc
- Address
- 5225 N CENTRAL AVE 115, PHOENIX, AZ 85012-1400
- Preparer
- Louis Jacobo
- Phone
- 6022416663
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 8
“Alumni picnic & dance revenue 6,071 sales of alumni memorbilia 289 newsletter advt revenue 200 total 6,560”
Form 990-ez, Part I, Line 16
“Expenses office 1,335 insurance 561 alumni picnic & dance exp 5,220 total 7,116”
Form 990-ez, Part I, Line 20
“Contributions to restricted fds 17,902 distributions from restricted fds -15,267 unrealized investment losses -12,299 investment fees -5,806”
Form 990-ez, Part II, Line 24
“Scholarship endowment fund 297,918 279,813 depreciable assets 55,359 55,359 total 353,277 335,172”
Form 990-ez, Part II, Line 26
“Funds held for other classes 1,493 1,493 memorial funds 90 90”
Form 990-ez, Part III
“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.”
Raw XML Appendix161 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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | GEN KRINER |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 6239753929 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 18532 N AVALON LN |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | SURPRISE |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | AZ |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 85374 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 71400 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 79508 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 4933 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 5473 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 775 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 424677 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 414680 |
| IRS990EZ/GrossReceiptsAmt | 0 | 24908 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 13415 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 423094 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 413097 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 423094 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 413097 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | JERRY OLIVER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | DEE GRIMM |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | BILL KINNERUP |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | KAREN DEWALL BETKER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | GEN KRINER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | FIRST VICE P |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | SECOND VICE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | TREASURER |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 353277 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 335172 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | -15470 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 7116 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 6560 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | 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. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 11544 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | THE ASSOCIATION CONTINUES TO GRANT SCHOLARSHIPS FOR DISADVANTAGED STUDENTS THAT WISH TO CONTINUE THEIR EDUCATION. |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | AZ |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 1583 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 1583 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 19435 |
| IRS990EZ/TotalRevenueAmt | 0 | 24908 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationAssocInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | PUHSAA.ORG |
| IRS990ScheduleA/First5Years509Ind | 0 | X |
| IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd | 0 | false |
| IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd | 0 | true |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 18348 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 19332 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 18591 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 21195 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 37851 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 115317 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt | 0 | 200 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt | 0 | 350 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 1129 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 1360 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 3445 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt | 0 | 6484 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 6360 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 7206 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 13566 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt | 0 | 200 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt | 0 | 350 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt | 0 | 1129 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt | 0 | 1360 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt | 0 | 3445 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt | 0 | 6484 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 128883 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 24708 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 26538 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 18591 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 21195 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 37851 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 128883 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 24908 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 26888 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 19720 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 22555 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 41296 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 135367 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | ALUMNI PICNIC & DANCE REVENUE 6,071 SALES OF ALUMNI MEMORBILIA 289 NEWSLETTER ADVT REVENUE 200 TOTAL 6,560 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | EXPENSES OFFICE 1,335 INSURANCE 561 ALUMNI PICNIC & DANCE EXP 5,220 TOTAL 7,116 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | CONTRIBUTIONS TO RESTRICTED FDS 17,902 DISTRIBUTIONS FROM RESTRICTED FDS -15,267 UNREALIZED INVESTMENT LOSSES -12,299 INVESTMENT FEES -5,806 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | SCHOLARSHIP ENDOWMENT FUND 297,918 279,813 DEPRECIABLE ASSETS 55,359 55,359 TOTAL 353,277 335,172 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | FUNDS HELD FOR OTHER CLASSES 1,493 1,493 MEMORIAL FUNDS 90 90 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART I, LINE 20 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART II, LINE 24 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART II, LINE 26 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990-EZ, PART III |
| ReturnHeader/BuildTS | 0 | 2016-12-15 16:53:06Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | JERRY OLIVER |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 6027641689 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2016-08-05 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | PHOENIX UNION HIGH SCHOOL ALUMNI AS |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | PHOE |
| ReturnHeader/Filer/EIN | 0 | 860546041 |
| ReturnHeader/Filer/PhoneNum | 0 | 6027641689 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 2526 WEST OSBORN-BUILDING 2 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | PHOENIX |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | AZ |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 85017 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 274062258 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | JACOBO & LICHT PLLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 5225 N CENTRAL AVE 115 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | PHOENIX |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | AZ |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 850121400 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 6022416663 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2016-08-01 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | LOUIS JACOBO |
| ReturnHeader/ReturnTs | 0 | 2016-08-11T15:49:47-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2015-04-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2016-03-31 |
| ReturnHeader/TaxYr | 0 | 2015 |
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.
- Assets
- $414,680
- Liabilities
- $1,583
- Net assets
- $413,097
- Revenue
- $24,908
- Expenses
- $19,435
- Net income
- $5,473