West Sedona School PTA

990EZ • Fiscal year 2017 • EIN 86-0668068

Jul 01, 2016 to Jun 30, 2017 • Filed on Jan 15, 2018

Organization Profile N/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.

No value available

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

Source year 2017

No value available

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

Source year 2017

46%

Higher net margin than 90% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

77%

Faster asset growth than 89% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

90%

Faster revenue growth than 92% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet

Liabilities / AssetsScore unavailable

Assets

$22,107

Up $9,643 (+77%) from 2016

Net Assets

$22,107

Up $9,643 (+77%) from 2016

Liabilities

No earlier filing loaded for comparison.

Revenue And Expenses

Liabilities / RevenueScore unavailable Net Margin90th percentile

Revenue

$20,763

Up $9,848 (+90%) from 2016

Expenses

Down

$11,120

Down $1,380 (-11%) from 2016

Net Income

$9,643

Up $11,228 (+708%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

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

Highlighted filing

2017

Assets$22,107

Liabilities-

Net Assets$22,107

Open 2017 Filing

Operations Trend

Revenue Growth92nd percentile

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

Highlighted filing

2017

Revenue$20,763

Expenses$11,120

Net Income$9,643

Open 2017 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2016 to Jun 30, 2017
Signed: Jan 15, 2018
Return Version: 2016v3.0
Gross Receipts: $53,166

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.	-	-
DONATION OF EQUIPMENT & SUPPLIES. PARENT INVOLVEMENT IN STUDENT ACTIVITIES AND STAFF/TEACHER RECOGNITION. COMMUNITY INVOLVEMENT IN STUDENT ACTIVITIES.	-	-

Compensation and Service Providers

Top Officer Pay76th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
THERESA ZAUN	President	-	$0	-	-
KERSTIN FREY	Treasurer	-	$0	-	-
AMANDA STANFIELD	Secretary	-	$0	-	-

Fundraising, Events, and Gaming

Fundraising Events

Event	Gross Receipts	Gross Revenue	Direct Expenses	Net Income
Fall/summer Fes	$44,398	$44,398	$25,160	$19,238
Sixth Grade Fie	$6,762	$6,762	$7,243	$-481
Total Events	$51,160	$51,160	$32,403	$18,757

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: 2018-01-15
Discuss with paid preparer: Yes

Preparer

Firm: Sterling Accounting & Tax
Address: 830 S MAIN ST STE 1A, COTTONWOOD, AZ 86326-4621
Preparer: Marc Sterling
Phone: 9286349524

Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses advertising and promotion 800 office 1,621 bank charges 132 classroom distribution 6,150 dues and subscriptions 362 misc 505 teacher appreciation 1,550 total 11,120”

Form 990-ez, Part I, Line 20

“Adjust retained earnings to actual 0”

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 Appendix152 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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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	12464
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	22107
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	false
IRS990EZ/ContributionsGiftsGrantsEtcAmt	0	2003
IRS990EZ/DonorAdvisedFndsInd	0	false
IRS990EZ/EngagedInExcessBenefitTransInd	0	false
IRS990EZ/ExcessOrDeficitForYearAmt	0	9643
IRS990EZ/FiledScheduleAInd	0	true
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form1120PolFiledInd	0	false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	12464
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	22107
IRS990EZ/FundraisingGrossIncomeAmt	0	51160
IRS990EZ/GrossReceiptsAmt	0	53166
IRS990EZ/InfoInScheduleOPartIIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InvestmentIncomeAmt	0	3
IRS990EZ/LobbyingActivitiesInd	0	false
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	12464
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	22107
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	12464
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	22107
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	THERESA ZAUN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	KERSTIN FREY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	AMANDA STANFIELD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	SECRETARY
IRS990EZ/OperateHospitalInd	0	false
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	false
IRS990EZ/OrganizationHadUBIInd	0	false
IRS990EZ/OtherExpensesTotalAmt	0	11120
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/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SchoolOperatingInd	0	false
IRS990EZ/SpecialEventsDirectExpensesAmt	0	32403
IRS990EZ/SpecialEventsNetIncomeLossAmt	0	18757
IRS990EZ/StatesWhereCopyOfReturnIsFldCd	0	AZ
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TotalExpensesAmt	0	11120
IRS990EZ/TotalRevenueAmt	0	20763
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	false
IRS990EZ/TypeOfOrganizationAssocInd	0	X
IRS990EZ/WebsiteAddressTxt	0	N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt	0	2003
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt	0	8025
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt	0	3092
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt	0	6357
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt	0	282
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt	0	19759
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt	0	51163
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt	0	39486
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt	0	42823
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt	0	31458
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt	0	54414
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt	0	219344
IRS990ScheduleA/InvestmentIncomeCYPct	0	0.00000
IRS990ScheduleA/InvestmentIncomePYPct	0	0.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind	0	X
IRS990ScheduleA/PublicSupportCY509Pct	0	1.00000
IRS990ScheduleA/PublicSupportPY509Pct	0	1.00000
IRS990ScheduleA/PublicSupportTotal509Amt	0	239103
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind	0	X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt	0	53166
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt	0	47511
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt	0	45915
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt	0	37815
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt	0	54696
IRS990ScheduleA/Total509Grp/TotalAmt	0	239103
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt	0	53166
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt	0	47511
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt	0	45915
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt	0	37815
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt	0	54696
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt	0	239103
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt	0	32403
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm	0	FALL/SUMMER FES
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm	0	SIXTH GRADE FIE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt	0	44398
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt	0	6762
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt	0	51160
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt	0	44398
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt	0	6762
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt	0	51160
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt	0	18757
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt	0	32403
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt	0	25160
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt	0	7243
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	EXPENSES ADVERTISING AND PROMOTION 800 OFFICE 1,621 BANK CHARGES 132 CLASSROOM DISTRIBUTION 6,150 DUES AND SUBSCRIPTIONS 362 MISC 505 TEACHER APPRECIATION 1,550 TOTAL 11,120
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	ADJUST RETAINED EARNINGS TO ACTUAL 0
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	2018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	KERSTIN FREY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2018-01-15
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/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	CF3D9D698345F081EE05FB8E0013C0E58824BA1A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	5F17A5991D41CC081A6667BD610B7FE4A0A596D7
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	205381339
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	STERLING ACCOUNTING & TAX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	830 S MAIN ST STE 1A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	COTTONWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	863264621
ReturnHeader/PreparerPersonGrp/PhoneNum	0	9286349524
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2018-01-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	MARC STERLING
ReturnHeader/PreparerPersonGrp/SelfEmployedInd	0	X
ReturnHeader/ReturnTs	0	2018-01-31T20:36:51-07:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2016-07-01
ReturnHeader/TaxPeriodEndDt	0	2017-06-30
ReturnHeader/TaxYr	0	2016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $22,107
Liabilities: -
Net assets: $22,107
Revenue: $20,763
Expenses: $11,120
Net income: $9,643

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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