Civic Intelligence

Arcadia PTO Inc.

EIN 86-0622264 • 501(c)3 • Phoenix, AZ

Pub. 78 Eligible

Profile

SUPPLEMENTS SCHOOL NEEDS

4703 E Indian School RdPhoenix, AZ 85018

www.arcadiapto.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

33rd percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

34th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

57th percentile

8.0%

Higher net margin than 57% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

76th percentile

20%

Faster asset growth than 76% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

47th percentile

5.2%

Faster revenue growth than 47% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Assets

Up

$459,571

Up $76,661 (+20%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$459,571

Up $76,661 (+20%) from 2024

Revenue

Up

$880,227

Up $43,492 (+5.2%) from 2024

Expenses

Down

$810,166

Down $22,031 (-2.6%) from 2024

Net Income

Up

$70,061

Up $65,523 (+1444%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2012: $285,064Liabilities 2012: $0Net Assets 2012: $285,0642012Assets 2013: $233,823Liabilities 2013: $0Net Assets 2013: $233,8232013Assets 2014: $292,386Liabilities 2014: $0Net Assets 2014: $292,3862014Assets 2015: $303,286Liabilities 2015: $0Net Assets 2015: $303,2862015Assets 2016: $298,970Liabilities 2016: $0Net Assets 2016: $298,9702016Assets 2017: $327,773Liabilities 2017: $0Net Assets 2017: $327,7732017Assets 2018: $376,660Liabilities 2018: $0Net Assets 2018: $376,6602018Assets 2019: $347,220Liabilities 2019: $0Net Assets 2019: $347,2202019Assets 2020: $254,903Liabilities 2020: $0Net Assets 2020: $254,9032020Assets 2021: $275,235Liabilities 2021: $0Net Assets 2021: $275,2352021Assets 2022: $385,523Liabilities 2022: $0Net Assets 2022: $385,5232022Assets 2023: $378,372Liabilities 2023: $0Net Assets 2023: $378,3722023Assets 2024: $382,910Liabilities 2024: $0Net Assets 2024: $382,9102024Assets 2025: $459,571Liabilities 2025: $0Net Assets 2025: $459,5712025

Highlighted filing

2025

Assets$459,571
Liabilities$0
Net Assets$459,571

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2012: $323,295Expenses 2012: $287,397Net Income 2012: $35,8982012Revenue 2013: $275,929Expenses 2013: $327,170Net Income 2013: -$51,2412013Revenue 2014: $503,445Expenses 2014: $444,882Net Income 2014: $58,5632014Revenue 2015: $463,523Expenses 2015: $478,513Net Income 2015: -$14,9902015Revenue 2016: $511,042Expenses 2016: $515,358Net Income 2016: -$4,3162016Revenue 2017: $578,711Expenses 2017: $549,908Net Income 2017: $28,8032017Revenue 2018: $553,769Expenses 2018: $504,882Net Income 2018: $48,8872018Revenue 2019: $563,925Expenses 2019: $590,023Net Income 2019: -$26,0982019Revenue 2020: $532,648Expenses 2020: $624,965Net Income 2020: -$92,3172020Revenue 2021: $334,003Expenses 2021: $313,671Net Income 2021: $20,3322021Revenue 2022: $654,640Expenses 2022: $544,352Net Income 2022: $110,2882022Revenue 2023: $704,210Expenses 2023: $711,361Net Income 2023: -$7,1512023Revenue 2024: $836,735Expenses 2024: $832,197Net Income 2024: $4,5382024Revenue 2025: $880,227Expenses 2025: $810,166Net Income 2025: $70,0612025

Highlighted filing

2025

Revenue$880,227
Expenses$810,166
Net Income$70,061

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.60$0.00$4.60$8.80$8.10$0.70
2024Detailed filing. Detailed filing data is available for this year.$3.83$0.00$3.83$8.37$8.32$0.05
2023Detailed filing. Detailed filing data is available for this year.$3.78$0.00$3.78$7.04$7.11$0.07
2022Detailed filing. Detailed filing data is available for this year.$3.86$0.00$3.86$6.55$5.44$1.10
2021Detailed filing. Detailed filing data is available for this year.$2.75$0.00$2.75$3.34$3.14$0.20
2020Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$5.33$6.25$0.92
2019Detailed filing. Detailed filing data is available for this year.$3.47$0.00$3.47$5.64$5.90$0.26
2018Detailed filing. Detailed filing data is available for this year.$3.77$0.00$3.77$5.54$5.05$0.49
2017Summary only. Only limited summary data is available for this year.$3.28$0.00$3.28$5.79$5.50$0.29
2016Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$5.11$5.15$0.04
2015Summary only. Only limited summary data is available for this year.$3.03$0.00$3.03$4.64$4.79$0.15
2014Summary only. Only limited summary data is available for this year.$2.92$0.00$2.92$5.03$4.45$0.59
2013Summary only. Only limited summary data is available for this year.$2.34$0.00$2.34$2.76$3.27$0.51
2012Summary only. Only limited summary data is available for this year.$2.85$0.00$2.85$3.23$2.87$0.36
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Sep 25, 2025
Return Version
2024v5.2
Gross Receipts
$880,227
Mission and Program Overview

Mission

SUPPLEMENTS SCHOOL NEEDS

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$382,910$459,571▲ $76,661
Cash and Non-Interest-Bearing Accounts$382,910$367,238▼ $15,672
Accounts Receivable-$92,333-
Total Assets$382,910$459,571▲ $76,661
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$382,910$459,571▲ $76,661
Total Liabilities and Net Assets / Fund Balance$382,910$459,571▲ $76,661
Compensation and Service Providers

Board Members and Trustees

NameTitle
Heidi RichardsonCommunication Co-chair
Victoria CanadaCommunication Co-chair
Stephanie DehavenPresident
Victoria CanadaPresident Elect
Nicki EssAdvisor
Piper HunkinsDistrict Liaison
Kyle ChristiansenFundraising
Kelli MessingerMembership
Kyle ChristensenSecretary
Lauren NickelTreasurer
Liz OrdVP-volunteers
Revenue and Support

Revenue Composition

Contributions and Grants
$872,957
Program Service Revenue
$4,388
Investment Income
$2,882
Other Revenue
$0
All Other Contributions
$172,582
Change in Net Assets
$70,061
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$810,166
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$342,372$0$0$342,372
All Other Expenses$129,592$19,008$0$148,600
Fees for Services Accounting$0$3,863$0$3,863
Insurance$0$3,441$0$3,441
Office Expenses$0$907$0$907
Information Technology$0$413$0$413
Total Functional Expenses$771,959$38,207$0$810,166
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising Events$294,397$294,397-$294,397
Contributions/sponsorships$214,876$214,876-$214,876
Total Events$520,589$520,589-$520,589
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Arcadia Pto Inc
EIN
86-0622264
Phone
4804846300
Address
4703 E INDIAN SCHOOL RD, PHOENIX, AZ 85018
Doing Business As
Arcadia Pto Inc

Signing Officer

Name
Piper Hunkins
Title
Treasurer
Phone
4804846300
Signed
2025-09-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lauren Nickle
Formed
1990
Legal Domicile
Az
Voting Board Members
180
Independent Board Members
180
Employees
0
Volunteers
330

Preparer

Firm
Rachel Duckett Marotta CPA Pc
Address
16627 S 25TH PL, PHOENIX, AZ 85048
Preparer
Rachel Duckett Marotta CPA Pc
Phone
4807064616
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

Tax return provided to board members for review before signing and mailing

Pt VI, Line 6

It has members who join the pto to support the group

Pt VI, Line 7A

Members who join can vote on the officers

Pt VI, Line 7B

The members ratify the officers and board members decisions

Pt VI, Line 8A

IN MEETING MINUTES

Pt VI, Line 8B

IN MEETING NOTES

Form 990, Part IX, Line 24E

Campus capital improvements 21024. 21024. 0. 0.

Form 990, Part IX, Line 24E

College & career counseling 2627. 2627. 0. 0.

Form 990, Part IX, Line 24E

Community impact 3254. 3254. 0. 0.

Form 990, Part IX, Line 24E

Guidance counseling support 700. 700. 0. 0.

Form 990, Part IX, Line 24E

Membership expense 2028. 2028. 0. 0.

Form 990, Part IX, Line 24E

Miscellaneous 9050. 9050. 0. 0.

Form 990, Part IX, Line 24E

MUSIC 227. 227. 0. 0.

Form 990, Part IX, Line 24E

Principals fund 518. 518. 0. 0.

Form 990, Part IX, Line 24E

Project fund 2542. 2542. 0. 0.

Form 990, Part IX, Line 24E

Project grad 55768. 55768. 0. 0.

Form 990, Part IX, Line 24E

Pto donation 2000. 2000. 0. 0.

Form 990, Part IX, Line 24E

Saturday school 573. 573. 0. 0.

Form 990, Part IX, Line 24E

Scholarships/grants 2531. 2531. 0. 0.

Form 990, Part IX, Line 24E

School nurse 1420. 1420. 0. 0.

Form 990, Part IX, Line 24E

Social work - community specialist funding 540. 540. 0. 0.

Form 990, Part IX, Line 24E

Staff appreciation meals 13224. 13224. 0. 0.

Form 990, Part IX, Line 24E

Start of year expenses 51. 51. 0. 0.

Form 990, Part IX, Line 24E

Student government support 1800. 1800. 0. 0.

Form 990, Part IX, Line 24E

Teachers classroom support 8871. 8871. 0. 0.

Form 990, Part IX, Line 24E

Titan of the month 204. 204. 0. 0.

Form 990, Part IX, Line 24E

WATER 640. 640. 0. 0.

Form 990, Part IX, Line 24E

Booster admin expenses 476. 0. 476. 0.

Form 990, Part IX, Line 24E

Dues/subscriptions 2102. 0. 2102. 0.

Form 990, Part IX, Line 24E

Meeting expenses 242. 0. 242. 0.

Form 990, Part IX, Line 24E

Team admin expenses 5061. 0. 5061. 0.

Form 990, Part IX, Line 24E

Refunds issued 9787. 0. 9787. 0.

Form 990, Part IX, Line 24E

Printing/photocopying 1340. 0. 1340. 0.

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt0214876
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TAX RETURN PROVIDED TO BOARD MEMBERS FOR REVIEW BEFORE SIGNING AND MAILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1IT HAS MEMBERS WHO JOIN THE PTO TO SUPPORT THE GROUP
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERS WHO JOIN CAN VOTE ON THE OFFICERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE MEMBERS RATIFY THE OFFICERS AND BOARD MEMBERS DECISIONS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4IN MEETING MINUTES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5IN MEETING NOTES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CAMPUS CAPITAL IMPROVEMENTS 21024. 21024. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7COLLEGE & CAREER COUNSELING 2627. 2627. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8COMMUNITY IMPACT 3254. 3254. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9GUIDANCE COUNSELING SUPPORT 700. 700. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10MEMBERSHIP EXPENSE 2028. 2028. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11MISCELLANEOUS 9050. 9050. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12MUSIC 227. 227. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13PRINCIPALS FUND 518. 518. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14PROJECT FUND 2542. 2542. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15PROJECT GRAD 55768. 55768. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16PTO DONATION 2000. 2000. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17SATURDAY SCHOOL 573. 573. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18SCHOLARSHIPS/GRANTS 2531. 2531. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19SCHOOL NURSE 1420. 1420. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20SOCIAL WORK - COMMUNITY SPECIALIST FUNDING 540. 540. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21STAFF APPRECIATION MEALS 13224. 13224. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22START OF YEAR EXPENSES 51. 51. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23STUDENT GOVERNMENT SUPPORT 1800. 1800. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24TEACHERS CLASSROOM SUPPORT 8871. 8871. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt25TITAN OF THE MONTH 204. 204. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt26WATER 640. 640. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt27BOOSTER ADMIN EXPENSES 476. 0. 476. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt28DUES/SUBSCRIPTIONS 2102. 0. 2102. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt29MEETING EXPENSES 242. 0. 242. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt30TEAM ADMIN EXPENSES 5061. 0. 5061. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt31REFUNDS ISSUED 9787. 0. 9787. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt32PRINTING/PHOTOCOPYING 1340. 0. 1340. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt VI, Line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc23Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc24Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc25Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc26Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc27Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc28Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc29Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc30Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc31Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc32Form 990, Part IX, Line 24e
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0771959
IRS990/TotalFunctionalExpensesGrp/TotalAmt0810166
IRS990/TotalGrossUBIAmt07270
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IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0382910
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0459571

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