Civic Intelligence

PTA Arizona Congress of Parents & Teachers Inc

990EZ • Fiscal year 2018 • EIN 86-0602924

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 08, 2018

16406 N 61st PlaceScottsdale, AZ 85254

(602) 540-5544

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

88th percentile

39%

Higher net margin than 88% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

86th percentile

57%

Faster asset growth than 86% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

87th percentile

55%

Faster revenue growth than 87% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$60,971

Up $22,184 (+57%) from 2017

Net Assets

Up

$60,971

Up $22,184 (+57%) from 2017

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

Up

$55,366

Up $19,540 (+55%) from 2017

Expenses

Down

$33,523

Down $304 (-0.9%) from 2017

Net Income

Up

$21,843

Up $19,844 (+993%) from 2017

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2011: $31,338Liabilities 2011: $0Net Assets 2011: $31,3382011Assets 2012: $55,855Liabilities 2012: $8,695Net Assets 2012: $47,1602012Assets 2013: $12,997Liabilities 2013: $02013Assets 2014: $19,424Liabilities 2014: $02014Assets 2015: $35,050Liabilities 2015: $02015Assets 2016: $36,666Liabilities 2016: $02016Assets 2017: $38,787Net Assets 2017: $38,7872017Assets 2018: $60,971Liabilities 2018: $0Net Assets 2018: $60,9712018Assets 2019: $48,728Liabilities 2019: $02019Assets 2020: $44,812Liabilities 2020: $0Net Assets 2020: $44,8122020Assets 2021: $55,456Liabilities 2021: $12,202Net Assets 2021: $43,2542021Assets 2022: $51,017Liabilities 2022: $0Net Assets 2022: $51,0172022Assets 2023: $67,428Liabilities 2023: $0Net Assets 2023: $67,4282023Assets 2024: $88,391Liabilities 2024: $02024Assets 2025: $44,241Net Assets 2025: $44,2412025

Highlighted filing

2018

Assets$60,971
Liabilities$0
Net Assets$60,971

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $24,885Expenses 2011: $27,836Net Income 2011: -$2,9512011Revenue 2012: $30,083Expenses 2012: $14,261Net Income 2012: $15,8222012Revenue 2013: $33,871Expenses 2013: $68,034Net Income 2013: -$34,1632013Revenue 2014: $32,093Expenses 2014: $28,666Net Income 2014: $3,4272014Revenue 2015: $39,882Expenses 2015: $24,256Net Income 2015: $15,6262015Revenue 2016: $34,997Expenses 2016: $33,381Net Income 2016: $1,6162016Revenue 2017: $35,826Expenses 2017: $33,827Net Income 2017: $1,9992017Revenue 2018: $55,366Expenses 2018: $33,523Net Income 2018: $21,8432018Revenue 2019: $47,963Expenses 2019: $60,206Net Income 2019: -$12,2432019Revenue 2020: $30,273Expenses 2020: $34,189Net Income 2020: -$3,9162020Revenue 2021: $24,253Expenses 2021: $25,811Net Income 2021: -$1,5582021Revenue 2022: $53,204Expenses 2022: $45,441Net Income 2022: $7,7632022Revenue 2023: $34,040Expenses 2023: $17,629Net Income 2023: $16,4112023Revenue 2024: $71,736Expenses 2024: $50,773Net Income 2024: $20,9632024Revenue 2025: $51,000Expenses 2025: $95,150Net Income 2025: -$44,1502025

Highlighted filing

2018

Revenue$55,366
Expenses$33,523
Net Income$21,843
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 8, 2018
Return Version
2017v2.2
Gross Receipts
$109,603
Mission and Program Overview

Mission

CHILD ADVOCACY

Program Services

DescriptionGrantsExpenses
EDUCATIONAL SUPPORT - MATERIALS CLASSROOM SUPPLIES-$19,310
ENRICHMENT - FIELD TRIPS EVENTS ART-$10,351
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHERINE GLASGOWPresidentPT$0--
ERICA SHEADEVice PresidentPT$0--
CATHY BROCKSecretaryPT$0--
MICHELLE GIESONTreasurerPT$0--
AMBER BOSKERSVice President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run$47,226$47,226-$47,226
Country Fair$10,144$10,144-$10,144
Total Events$90,282$90,282-$90,282
Filing and Contact Details

Filer

Filer Name
Pta Arizona Congress North Ranch
EIN
86-0602924
Address
16406 N 61ST PLACE, SCOTTSDALE, AZ 85254

Signing Officer

Name
Lori Berman
Title
President
Phone
6025405544
Signed
2018-10-08
Discuss with paid preparer
Yes

Preparer

Firm
North Scottsdale CPA & Consulting
Address
6424 E Greenway Rd STE 100, SCOTTSDALE, AZ 85254
Preparer
James P Toel CPA
Phone
4809917576
Supplemental Narrative

Additional Explanations

Amended return information

Incorrectly filed a 990-n postcard

Description of other expenses Part I line 16

Description amountbank fees 935insurance 165other expense 219conferences 325principal fund 127meals 85reconcilation (9)enrichments 10,351education support 19,310

Raw XML Appendix197 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/PhoneNum06025405544
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt016406 N 61ST PLACE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SCOTTSDALE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
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IRS990EZ/MembershipDuesAmt02370
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KATHERINE GLASGOW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ERICA SHEADE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MICHELLE GIESON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4AMBER BOSKERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt031508
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHILD ADVOCACY
IRS990EZ/PrintingPublicationsPostageAmt0458
IRS990EZ/ProgramServiceRevenueAmt02670
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ENRICHMENT - FIELD TRIPS EVENTS ART
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1EDUCATIONAL SUPPORT - MATERIALS CLASSROOM SUPPLIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt010351
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt119310
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt042378
IRS990EZ/SpecialEventsNetIncomeLossAmt047905
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt033523
IRS990EZ/TotalProgramServiceExpensesAmt029661
IRS990EZ/TotalRevenueAmt055366
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05768
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03984
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03154
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt04095
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt06504
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt023505
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt021
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt07
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt037
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0103813
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt090292
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt071697
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt084399
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt079735
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0429936
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt021
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt07
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt037
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0453441
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0109581
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt094276
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt074851
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt088494
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt086239
IRS990ScheduleA/Total509Grp/TotalAmt0453441
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0109602
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt094283
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt074855
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt088497
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt086241
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0453478
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0COUNTRY FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FUN RUN
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt010144
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt047226
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt032912
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt010144
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt047226
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt032912
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt090282
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt09
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INCORRECTLY FILED A 990-N POSTCARD
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTBANK FEES 935INSURANCE 165OTHER EXPENSE 219CONFERENCES 325PRINCIPAL FUND 127MEALS 85RECONCILATION (9)ENRICHMENTS 10,351EDUCATION SUPPORT 19,310
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Amended return information
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LORI BERMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06025405544
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA ARIZONA CONGRESS NORTH RANCH
ReturnHeader/Filer/BusinessNameControlTxt0PTAA
ReturnHeader/Filer/EIN0860602924
ReturnHeader/Filer/USAddress/AddressLine1Txt016406 N 61ST PLACE
ReturnHeader/Filer/USAddress/CityNm0SCOTTSDALE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085254
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId029F8C7541E4E54E666052A91BA4EBA983ECDB4AB
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId029F8C7541E4E54E666052A91BA4EBA983ECDB4AB
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId08644532018285wi4vhhd
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-10-12
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0184.188.217.30
ReturnHeader/FilingSecurityInformation/IPDt02018-10-12
ReturnHeader/FilingSecurityInformation/IPTm012:01:35
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200281688
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0North Scottsdale CPA & Consulting
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06424 E Greenway Rd STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SCOTTSDALE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085254
ReturnHeader/PreparerPersonGrp/PhoneNum04809917576
ReturnHeader/PreparerPersonGrp/PreparationDt02018-10-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James P Toel CPA
ReturnHeader/ReturnTs02018-10-12T11:06:32-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$44.2$44.2$51.0$95.2$44.2
2024Summary only. Only limited summary data is available for this year.$88.4$0.00$71.7$50.8$21.0
2023Detailed filing. Detailed filing data is available for this year.$67.4$0.00$67.4$34.0$17.6$16.4
2022Detailed filing. Detailed filing data is available for this year.$51.0$0.00$51.0$53.2$45.4$7.76
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$55.5$12.2$43.3$24.3$25.8$1.56
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$44.8$0.00$44.8$30.3$34.2$3.92
2019Summary only. Only limited summary data is available for this year.$48.7$0.00$48.0$60.2$12.2
2018Detailed filing. Detailed filing data is available for this year.$61.0$0.00$61.0$55.4$33.5$21.8
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$38.8$38.8$35.8$33.8$2.00
2016Summary only. Only limited summary data is available for this year.$36.7$0.00$35.0$33.4$1.62
2015Summary only. Only limited summary data is available for this year.$35.1$0.00$39.9$24.3$15.6
2014Summary only. Only limited summary data is available for this year.$19.4$0.00$32.1$28.7$3.43
2013Summary only. Only limited summary data is available for this year.$13.0$0.00$33.9$68.0$34.2
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$55.9$8.70$47.2$30.1$14.3$15.8
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.3$0.00$31.3$24.9$27.8$2.95