Civic Intelligence

Arcadia PTO Inc.

990 • Fiscal year 2020 • EIN 86-0622264

Jun 01, 2019 to May 31, 2020 • Filed on Aug 15, 2020

4703 E Indian School RdPhoenix, AZ 85018

(480) 484-6300

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

27th percentile

0.00x

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

18th percentile

-17%

Higher net margin than 18% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

5th percentile

-27%

Faster asset growth than 5% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

43rd percentile

-5.5%

Faster revenue growth than 43% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Assets

Down

$254,903

Down $92,317 (-27%) from 2019

Net Assets

Down

$254,903

Down $92,317 (-27%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$532,648

Down $31,277 (-5.5%) from 2019

Expenses

Up

$624,965

Up $34,942 (+5.9%) from 2019

Net Income

Down

-$92,317

Down $66,219 (-254%) from 2019

Historical Trend

Balance Sheet Trend

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

$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

2020

Assets$254,903
Liabilities$0
Net Assets$254,903

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$532,648
Expenses$624,965
Net Income-$92,317
Jump To
Filing Snapshot
Filing Period
Jun 1, 2019 to May 31, 2020
Signed
Aug 15, 2020
Return Version
2019v5.1
Gross Receipts
$532,648
Mission and Program Overview

Mission

SUPPLEMENTS SCHOOL NEEDS

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$347,220$254,903▼ $92,317
Rtn Earn Endowment Incm Other Fnds$347,220$254,903▼ $92,317
Total Assets$347,220$254,903▼ $92,317
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$347,220$254,903▼ $92,317
Total Liabilities and Net Assets / Fund Balance$347,220$254,903▼ $92,317
Compensation and Service Providers

Board Members and Trustees

NameTitle
Cindy KrawczykCo-president
Tricia LongneckerCo-president
Jill BeckisPresident-elect
Linda SchlenkerAdvisor
Dorcas Guest-nelsonCommunicatitons
Colleen WiddowsFundraising
Denise HaneyFundraising
D'ANNA JOHNSONMembership
Kim ScottMembership
Kristen FurciniSecretary
Susan RauhoffTreasurer
Jessica HoronenkoVolunteers
Revenue and Support

Revenue Composition

Contributions and Grants
$532,602
Program Service Revenue
$0
Investment Income
$46
Other Revenue
$0
All Other Contributions
$232,548
Change in Net Assets
$-92,317
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$624,965
Total Fundraising Expense$75,616
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$274,351$5,550$75,616$355,517
Other Expenses$257,736$0$0$257,736
Insurance$0$2,156$0$2,156
Fees for Services Legal$0$1,044$0$1,044
Fees for Services Accounting$0$1,025$0$1,025
Information Technology$0$1,002$0$1,002
Advertising$822$0$0$822
Total Functional Expenses$535,541$13,808$75,616$624,965
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
Monique Rogers
Title
Treasurer
Phone
4804846300
Signed
2020-08-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Susan Rauhoff
Formed
1990
Legal Domicile
Az
Voting Board Members
245
Independent Board Members
245
Employees
0
Volunteers
331

Preparer

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

Merchandise 38052. 0. 0. 38052.

Form 990, Part IX, Line 24E

Banners 7272. 0. 0. 7272.

Form 990, Part IX, Line 24E

Banquet 11545. 11545. 0. 0.

Form 990, Part IX, Line 24E

CAMP 47229. 47229. 0. 0.

Form 990, Part IX, Line 24E

Clinics 1745. 1745. 0. 0.

Form 990, Part IX, Line 24E

College and career 931. 931. 0. 0.

Form 990, Part IX, Line 24E

Membership expenses 4327. 0. 4327. 0.

Form 990, Part IX, Line 24E

Crew/lighting/stage 129. 129. 0. 0.

Form 990, Part IX, Line 24E

Program expense 963. 0. 0. 963.

Form 990, Part IX, Line 24E

Fundraisers 27768. 0. 0. 27768.

Form 990, Part IX, Line 24E

Future titan night 999. 999. 0. 0.

Form 990, Part IX, Line 24E

Homecoming 2379. 2379. 0. 0.

Form 990, Part IX, Line 24E

Senior night 4511. 4511. 0. 0.

Form 990, Part IX, Line 24E

Speaker events 2500. 2500. 0. 0.

Form 990, Part IX, Line 24E

Yard sign supplies 1561. 0. 0. 1561.

Form 990, Part IX, Line 24E

Senior night 521. 521. 0. 0.

Form 990, Part IX, Line 24E

Department lead fund 2000. 2000. 0. 0.

Form 990, Part IX, Line 24E

Project fund 15912. 15912. 0. 0.

Form 990, Part IX, Line 24E

Campus capital improvements 34351. 34351. 0. 0.

Form 990, Part IX, Line 24E

Project grad 82974. 82974. 0. 0.

Form 990, Part IX, Line 24E

Dads club 11952. 11952. 0. 0.

Form 990, Part IX, Line 24E

Pto/registration expense 407. 407. 0. 0.

Form 990, Part IX, Line 24E

Scholarship 9450. 9450. 0. 0.

Form 990, Part IX, Line 24E

School nurse 100. 0. 100. 0.

Form 990, Part IX, Line 24E

Security costs 123. 0. 123. 0.

Form 990, Part IX, Line 24E

Staff appreciation 29417. 29417. 0. 0.

Form 990, Part IX, Line 24E

Teacher supply closet 1552. 1552. 0. 0.

Form 990, Part IX, Line 24E

Teacher classroom support 12922. 12922. 0. 0.

Form 990, Part IX, Line 24E

Technology 1000. 0. 1000. 0.

Form 990, Part IX, Line 24E

Titan of the month 373. 373. 0. 0.

Form 990, Part IX, Line 24E

WATER 552. 552. 0. 0.

Raw XML AppendixShowing 400 of 469 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.

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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
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12MEMBERSHIP EXPENSES 4327. 0. 4327. 0.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24CAMPUS CAPITAL IMPROVEMENTS 34351. 34351. 0. 0.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt27PTO/REGISTRATION EXPENSE 407. 407. 0. 0.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt31STAFF APPRECIATION 29417. 29417. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt32TEACHER SUPPLY CLOSET 1552. 1552. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt33TEACHER CLASSROOM SUPPORT 12922. 12922. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt34TECHNOLOGY 1000. 0. 1000. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt35TITAN OF THE MONTH 373. 373. 0. 0.
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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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc33Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc34Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc35Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc36Form 990, Part IX, Line 24e
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Document Assets

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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