Civic Intelligence

West Sedona School PTA

990EZ • Fiscal year 2015 • EIN 86-0668068

Jul 01, 2014 to Jun 30, 2015 • Filed on Jan 16, 2016

Organization ProfileN/A
570 Posse Ground RoadSedona, AZ 86336

(602) 432-3307

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2015

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2015

Net Margin

21st percentile

-13%

Higher net margin than 21% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

28th percentile

-10%

Faster asset growth than 28% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

10th percentile

-47%

Faster revenue growth than 10% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$16,096

Down $1,884 (-10%) from 2014

Net Assets

Down

$16,096

Down $1,884 (-10%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin21st percentile

Revenue

Down

$15,062

Down $13,251 (-47%) from 2014

Expenses

Down

$16,945

Down $2,448 (-13%) from 2014

Net Income

Down

-$1,883

Down $10,803 (-121%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$60K$40K$20K$0Assets 2011: $6,062Liabilities 2011: $02011Assets 2012: $5,547Liabilities 2012: $02012Assets 2013: $9,059Liabilities 2013: $02013Assets 2014: $17,980Net Assets 2014: $17,9802014Assets 2015: $16,096Net Assets 2015: $16,0962015Assets 2016: $12,464Net Assets 2016: $12,4642016Assets 2017: $22,107Net Assets 2017: $22,1072017Assets 2018: $32,982Net Assets 2018: $32,9822018Assets 2019: $5,773Net Assets 2019: $5,7732019Assets 2020: $9,311Net Assets 2020: $9,3112020Assets 2023: $32,507Net Assets 2023: $32,5072023Assets 2024: $43,825Net Assets 2024: $43,8252024

Highlighted filing

2015

Assets$16,096
Liabilities-
Net Assets$16,096
Open 2015 Filing

Operations Trend

Revenue Growth10th percentile

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

$60K$40K$20K$0-$20K-$40KRevenue 2011: $31,650Expenses 2011: $30,449Net Income 2011: $1,2012011Revenue 2012: $37,364Expenses 2012: $37,879Net Income 2012: -$5152012Revenue 2013: $43,155Expenses 2013: $39,643Net Income 2013: $3,5122013Revenue 2014: $28,313Expenses 2014: $19,393Net Income 2014: $8,9202014Revenue 2015: $15,062Expenses 2015: $16,945Net Income 2015: -$1,8832015Revenue 2016: $10,915Expenses 2016: $12,500Net Income 2016: -$1,5852016Revenue 2017: $20,763Expenses 2017: $11,120Net Income 2017: $9,6432017Revenue 2018: $25,339Expenses 2018: $14,463Net Income 2018: $10,8762018Revenue 2019: -$10,653Expenses 2019: $16,756Net Income 2019: -$27,4092019Revenue 2020: $19,298Expenses 2020: $16,161Net Income 2020: $3,1372020Revenue 2023: $48,293Expenses 2023: $29,900Net Income 2023: $18,3932023Revenue 2024: $42,229Expenses 2024: $30,911Net Income 2024: $11,3182024

Highlighted filing

2015

Revenue$15,062
Expenses$16,945
Net Income-$1,883
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Jan 16, 2016
Return Version
2014v6.0
Gross Receipts
$45,917
Mission and Program Overview

Mission

Donation of equipment & supplies. Parent involvement in student activities and staff/teacher recognition. Community involvement in student activities.

Program Services

DescriptionGrantsExpenses
DONATION OF EQUIPMENT & SUPPLIES. PARENT INVOLVEMENT IN STUDENT ACTIVITIES AND STAFF/TEACHER RECOGNITION. COMMUNITY INVOLVEMENT IN STUDENT ACTIVITIES.-$14,055
DONATION OF EQUIPMENT & SUPPLIES. PARENT INVOLVEMENT IN STUDENT ACTIVITIES AND STAFF/TEACHER RECOGNITION. COMMUNITY INVOLVEMENT IN STUDENT ACTIVITIES.--
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TERESA LAMPARTERPresident-$0--
BECKI ROSSTreasurer-$0--
MARSHA BECKWITHSecretary-$0--
MELISSA SCHRAEDERVice Preside-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Camp Colton$9,332$9,332$9,584$-252
Total Events$9,332$9,332$9,584$-252
Filing and Contact Details

Filer

Filer Name
West Sedona School Ptsa
EIN
86-0668068
Phone
6024323307
Address
570 POSSE GROUND ROAD, SEDONA, AZ 86336

Signing Officer

Name
Becki Ross
Title
Treasurer
Phone
6024323307
Signed
2016-01-16
Discuss with paid preparer
Yes

Preparer

Firm
Sterling Financial Services LLC
Address
1865 WEST SR 89A STE C, SEDONA, AZ 86336
Preparer
Marc Sterling
Phone
9282823684
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses 500 insurance 150 misc 3,301 bank charges 65 dues 234 classroom distribution 7,887 sports expense 2,566 library 578 playground equipment 17 total 15,298”

Form 990-ez, Part III

“Donation of equipment & supplies. Parent involvement in student activities and staff/teacher recognition. Community involvement in student activities.”

Form 990-ez, Part III, Line 31

“Donation of equipment & supplies. Parent involvement in student activities and staff/teacher recognition. Community involvement in student activities.”

Raw XML Appendix157 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JESSICA SHUB
IRS990EZ/BooksInCareOfDetail/PhoneNum04077190322
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0570 POSSEE GROUND ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SEDONA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd086336
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt017979
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt016096
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt05580
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1883
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0580
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt017979
IRS990EZ/Form990TotalAssetsGrp/EOYAmt016096
IRS990EZ/FundraisingGrossIncomeAmt040335
IRS990EZ/GrossReceiptsAmt045917
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt017979
IRS990EZ/NetAssetsOrFundBalancesEOYAmt016096
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt017979
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt016096
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TERESA LAMPARTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BECKI ROSS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARSHA BECKWITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MELISSA SCHRAEDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt015298
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0DONATION OF EQUIPMENT & SUPPLIES. PARENT INVOLVEMENT IN STUDENT ACTIVITIES AND STAFF/TEACHER RECOGNITION. COMMUNITY INVOLVEMENT IN STUDENT ACTIVITIES.
IRS990EZ/PrintingPublicationsPostageAmt01067
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DONATION OF EQUIPMENT & SUPPLIES. PARENT INVOLVEMENT IN STUDENT ACTIVITIES AND STAFF/TEACHER RECOGNITION. COMMUNITY INVOLVEMENT IN STUDENT ACTIVITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1DONATION OF EQUIPMENT & SUPPLIES. PARENT INVOLVEMENT IN STUDENT ACTIVITIES AND STAFF/TEACHER RECOGNITION. COMMUNITY INVOLVEMENT IN STUDENT ACTIVITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt014055
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt030855
IRS990EZ/SpecialEventsNetIncomeLossAmt09480
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0AZ
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt016945
IRS990EZ/TotalProgramServiceExpensesAmt014055
IRS990EZ/TotalRevenueAmt015062
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0475
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, LINE 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03092
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt06357
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0282
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt020713
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt021980
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt052424
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt042823
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt031458
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt054414
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt024224
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt021287
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0174206
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt0475
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0475
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99790
IRS990ScheduleA/PublicSupportPY509Pct00.99520
IRS990ScheduleA/PublicSupportTotal509Amt0226630
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt045915
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt037815
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt054696
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt044937
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt043267
IRS990ScheduleA/Total509Grp/TotalAmt0226630
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt045915
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt037815
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt054696
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt044937
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt043742
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0227105
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt09584
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CAMP COLTON
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt09332
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt09332
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt09332
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt09332
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-252
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt09584
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt09584
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES 500 INSURANCE 150 MISC 3,301 BANK CHARGES 65 DUES 234 CLASSROOM DISTRIBUTION 7,887 SPORTS EXPENSE 2,566 LIBRARY 578 PLAYGROUND EQUIPMENT 17 TOTAL 15,298
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DONATION OF EQUIPMENT & SUPPLIES. PARENT INVOLVEMENT IN STUDENT ACTIVITIES AND STAFF/TEACHER RECOGNITION. COMMUNITY INVOLVEMENT IN STUDENT ACTIVITIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DONATION OF EQUIPMENT & SUPPLIES. PARENT INVOLVEMENT IN STUDENT ACTIVITIES AND STAFF/TEACHER RECOGNITION. COMMUNITY INVOLVEMENT IN STUDENT ACTIVITIES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BECKI ROSS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06024323307
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-01-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WEST SEDONA SCHOOL PTSA
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0860668068
ReturnHeader/Filer/PhoneNum06024323307
ReturnHeader/Filer/USAddress/AddressLine1Txt0570 POSSE GROUND ROAD
ReturnHeader/Filer/USAddress/CityNm0SEDONA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd086336
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205381339
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STERLING FINANCIAL SERVICES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01865 WEST SR 89A STE C
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SEDONA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd086336
ReturnHeader/PreparerPersonGrp/PhoneNum09282823684
ReturnHeader/PreparerPersonGrp/PreparationDt02016-01-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARC STERLING
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-01-22T16:09:12-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,096
Liabilities
-
Net assets
$16,096
Revenue
$15,062
Expenses
$16,945
Net income
-$1,883
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$43.8$43.8$42.2$30.9$11.3
2023Detailed filing. Detailed filing data is available for this year.$32.5$32.5$48.3$29.9$18.4
2020Detailed filing. Detailed filing data is available for this year.$9.31$9.31$19.3$16.2$3.14
2019Detailed filing. Detailed filing data is available for this year.$5.77$5.77$10.7$16.8$27.4
2018Detailed filing. Detailed filing data is available for this year.$33.0$33.0$25.3$14.5$10.9
2017Detailed filing. Detailed filing data is available for this year.$22.1$22.1$20.8$11.1$9.64
2016Detailed filing. Detailed filing data is available for this year.$12.5$12.5$10.9$12.5$1.59
2015Detailed filing. Detailed filing data is available for this year.$16.1$16.1$15.1$16.9$1.88
2014Detailed filing. Detailed filing data is available for this year.$18.0$18.0$28.3$19.4$8.92
2013Summary only. Only limited summary data is available for this year.$9.06$0.00$43.2$39.6$3.51
2012Summary only. Only limited summary data is available for this year.$5.55$0.00$37.4$37.9$0.52
2011Summary only. Only limited summary data is available for this year.$6.06$0.00$31.7$30.4$1.20