Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
No value available
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
19th percentile
Higher net margin than 19% 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
19th percentile
Faster asset growth than 19% of similar nonprofits.
Revenue Growth
19th percentile
Faster revenue growth than 19% of similar nonprofits.
Balance Sheet
Assets
Down$12,464
Down $3,632 (-23%) from 2015
Net Assets
Down$12,464
Down $3,632 (-23%) from 2015
Liabilities
-
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
Down$10,915
Down $4,147 (-28%) from 2015
Expenses
Down$12,500
Down $4,445 (-26%) from 2015
Net Income
Up-$1,585
Up $298 (+16%) from 2015
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2015 to Jun 30, 2016
- Signed
- Nov 2, 2016
- Return Version
- 2015v2.1
- Gross Receipts
- $47,511
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
| Description | Grants | Expenses |
|---|---|---|
| DONATION OF EQUIPMENT & SUPPLIES. PARENT INVOLVEMENT IN STUDENT ACTIVITIES AND STAFF/TEACHER RECOGNITION. COMMUNITY INVOLVEMENT IN STUDENT ACTIVITIES. | - | $12,086 |
| DONATION OF EQUIPMENT & SUPPLIES. PARENT INVOLVEMENT IN STUDENT ACTIVITIES AND STAFF/TEACHER RECOGNITION. COMMUNITY INVOLVEMENT IN STUDENT ACTIVITIES. | - | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| THERESA ZAUN | President | - | $0 | - | - |
| KERSTIN FREY | Treasurer | - | $0 | - | - |
| SHANNON JENNINGS | Secretary | - | $0 | - | - |
| MELISSA SCHRADER | Vice Preside | - | $0 | - | - |
Fundraising, Events, and Gaming
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Fall/summer Fes | $37,174 | $37,174 | $34,297 | $2,877 |
| Total Events | $37,174 | $37,174 | $34,297 | $2,877 |
Filing and Contact Details
Filer
- Filer Name
- West Sedona School Pta
- EIN
- 86-0668068
- Phone
- 6024323307
- Address
- 570 POSSE GROUND ROAD, SEDONA, AZ 86336
Signing Officer
- Name
- Kerstin Frey
- Title
- Treasurer
- Signed
- 2016-11-02
- 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 advertising and promotion 1,186 office 901 insurance 25 bank charges 414 classroom distribution 1,368 dues and subscriptions 534 library 1,054 misc 1,539 popcorn expense 73 sports expense 4,339 summer school expense 500 teacher appreciation 567 total 12,500”
Form 990-ez, Part I, Line 20
“Adjust retained earnings to actual -2,047”
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 Appendix153 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 | KERSTIN FREY |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 4077190322 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 570 POSSE GROUND ROAD |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | SEDONA |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | AZ |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 86336 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 16096 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 12464 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 8025 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -1585 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 16096 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 12464 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 39484 |
| IRS990EZ/GrossReceiptsAmt | 0 | 47511 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 2 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 16096 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 12464 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 16096 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 12464 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | THERESA ZAUN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | KERSTIN FREY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | SHANNON JENNINGS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | MELISSA SCHRADER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | VICE PRESIDE |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | -2047 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 12500 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | DONATION OF EQUIPMENT & SUPPLIES. PARENT INVOLVEMENT IN STUDENT ACTIVITIES AND STAFF/TEACHER RECOGNITION. COMMUNITY INVOLVEMENT IN STUDENT ACTIVITIES. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | DONATION OF EQUIPMENT & SUPPLIES. PARENT INVOLVEMENT IN STUDENT ACTIVITIES AND STAFF/TEACHER RECOGNITION. COMMUNITY INVOLVEMENT IN STUDENT ACTIVITIES. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | DONATION OF EQUIPMENT & SUPPLIES. PARENT INVOLVEMENT IN STUDENT ACTIVITIES AND STAFF/TEACHER RECOGNITION. COMMUNITY INVOLVEMENT IN STUDENT ACTIVITIES. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 12086 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 36596 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 2888 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | AZ |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 12500 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 12086 |
| IRS990EZ/TotalRevenueAmt | 0 | 10915 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationAssocInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 8025 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 3092 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 6357 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 282 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 20713 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 38469 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 39486 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 42823 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt | 0 | 31458 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 54414 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt | 0 | 24224 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 192405 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00000 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.00000 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 0.99790 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 230874 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 47511 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 45915 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 37815 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 54696 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 44937 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 230874 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 47511 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 45915 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 37815 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 54696 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 44937 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 230874 |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 34297 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | FALL/SUMMER FES |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 37174 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 37174 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 37174 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 37174 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 2877 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 34297 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 34297 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | EXPENSES ADVERTISING AND PROMOTION 1,186 OFFICE 901 INSURANCE 25 BANK CHARGES 414 CLASSROOM DISTRIBUTION 1,368 DUES AND SUBSCRIPTIONS 534 LIBRARY 1,054 MISC 1,539 POPCORN EXPENSE 73 SPORTS EXPENSE 4,339 SUMMER SCHOOL EXPENSE 500 TEACHER APPRECIATION 567 TOTAL 12,500 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | ADJUST RETAINED EARNINGS TO ACTUAL -2,047 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DONATION OF EQUIPMENT & SUPPLIES. PARENT INVOLVEMENT IN STUDENT ACTIVITIES AND STAFF/TEACHER RECOGNITION. COMMUNITY INVOLVEMENT IN STUDENT ACTIVITIES. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | DONATION OF EQUIPMENT & SUPPLIES. PARENT INVOLVEMENT IN STUDENT ACTIVITIES AND STAFF/TEACHER RECOGNITION. COMMUNITY INVOLVEMENT IN STUDENT ACTIVITIES. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 20 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART III |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART III, LINE 31 |
| ReturnHeader/BuildTS | 0 | 2017-02-10 21:41:12Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | KERSTIN FREY |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2016-11-02 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | WEST SEDONA SCHOOL PTA |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | WEST |
| ReturnHeader/Filer/EIN | 0 | 860668068 |
| ReturnHeader/Filer/PhoneNum | 0 | 6024323307 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 570 POSSE GROUND ROAD |
| ReturnHeader/Filer/USAddress/CityNm | 0 | SEDONA |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | AZ |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 86336 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 205381339 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | STERLING FINANCIAL SERVICES LLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 1865 WEST SR 89A STE C |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | SEDONA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | AZ |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 86336 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 9282823684 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2016-11-02 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | MARC STERLING |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2016-11-07T17:39:59-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2015-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2016-06-30 |
| 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
- $12,464
- Liabilities
- -
- Net assets
- $12,464
- Revenue
- $10,915
- Expenses
- $12,500
- Net income
- -$1,585