West Sedona School PTA

990EZ • Fiscal year 2018 • EIN 86-0668068

Jul 01, 2017 to Jun 30, 2018 • Filed on Sep 25, 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 2018

No value available

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

Source year 2018

43%

Higher net margin than 89% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

49%

Faster asset growth than 84% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

22%

Faster revenue growth than 74% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet

Liabilities / AssetsScore unavailable

Assets

$32,982

Up $10,875 (+49%) from 2017

Net Assets

$32,982

Up $10,875 (+49%) from 2017

Liabilities

No earlier filing loaded for comparison.

Revenue And Expenses

Liabilities / RevenueScore unavailable Net Margin89th percentile

Revenue

$25,339

Up $4,576 (+22%) from 2017

Expenses

$14,463

Up $3,343 (+30%) from 2017

Net Income

$10,876

Up $1,233 (+13%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

Highlighted filing

2018

Assets$32,982

Liabilities-

Net Assets$32,982

Open 2018 Filing

Operations Trend

Revenue Growth74th percentile

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

Highlighted filing

2018

Revenue$25,339

Expenses$14,463

Net Income$10,876

Open 2018 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2017 to Jun 30, 2018
Signed: Sep 25, 2018
Return Version: 2017v2.3
Gross Receipts: $57,761

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
CLAIRE RAMOS	President	-	$0	-	-
KERSTIN FREY	Treasurer	-	$0	-	-
AMANDA STANFILL	Secretary	-	$0	-	-

Fundraising, Events, and Gaming

Fundraising Events

Event	Gross Receipts	Gross Revenue	Direct Expenses	Net Income
Fall/summer Fes	$42,888	$42,888	$18,259	$24,629
6th Grade Field	$13,688	$13,688	$14,163	$-475
Total Events	$56,576	$56,576	$32,422	$24,154

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: 2018-09-25
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

“There is a prior period adjustment in the amount of 11,231.”

Form 990-ez, Part I, Line 16

“Expenses advertising and promotion 1,102 office 452 bank charges 217 classroom distribution 6,784 dues and subscriptions 585 library 5,000 misc 75 teacher appreciation 248 total 14,463”

Form 990-ez, Part I, Line 20

“Adjust retained earnings to actual 11,231 adjustment to correct prior discrepancies”

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 Appendix159 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
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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	10875
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	32982
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	false
IRS990EZ/ContributionsGiftsGrantsEtcAmt	0	1180
IRS990EZ/DonorAdvisedFndsInd	0	false
IRS990EZ/EngagedInExcessBenefitTransInd	0	false
IRS990EZ/ExcessOrDeficitForYearAmt	0	10876
IRS990EZ/FiledScheduleAInd	0	true
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form1120PolFiledInd	0	false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	10875
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	32982
IRS990EZ/FundraisingGrossIncomeAmt	0	56576
IRS990EZ/GrossReceiptsAmt	0	57761
IRS990EZ/InfoInScheduleOPartIIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InvestmentIncomeAmt	0	5
IRS990EZ/LobbyingActivitiesInd	0	false
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	10875
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	32982
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	10875
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	32982
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	CLAIRE RAMOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	KERSTIN FREY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	AMANDA STANFILL
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/OtherChangesInNetAssetsAmt	0	11231
IRS990EZ/OtherExpensesTotalAmt	0	14463
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	32422
IRS990EZ/SpecialEventsNetIncomeLossAmt	0	24154
IRS990EZ/StatesWhereCopyOfReturnIsFldCd	0	AZ
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TotalExpensesAmt	0	14463
IRS990EZ/TotalRevenueAmt	0	25339
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	false
IRS990EZ/TypeOfOrganizationAssocInd	0	X
IRS990EZ/WebsiteAddressTxt	0	N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt	0	1180
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt	0	2003
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt	0	8025
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt	0	3092
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt	0	6357
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt	0	20657
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt	0	56581
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt	0	51163
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt	0	39486
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt	0	42823
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt	0	31458
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt	0	221511
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	242168
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind	0	X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt	0	57761
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt	0	53166
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt	0	47511
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt	0	45915
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt	0	37815
IRS990ScheduleA/Total509Grp/TotalAmt	0	242168
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt	0	57761
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt	0	53166
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt	0	47511
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt	0	45915
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt	0	37815
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt	0	242168
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt	0	32422
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm	0	FALL/SUMMER FES
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm	0	6TH GRADE FIELD
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt	0	42888
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt	0	13688
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt	0	56576
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt	0	42888
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt	0	13688
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt	0	56576
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt	0	24154
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt	0	32422
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt	0	18259
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt	0	14163
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	THERE IS A PRIOR PERIOD ADJUSTMENT IN THE AMOUNT OF 11,231.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	EXPENSES ADVERTISING AND PROMOTION 1,102 OFFICE 452 BANK CHARGES 217 CLASSROOM DISTRIBUTION 6,784 DUES AND SUBSCRIPTIONS 585 LIBRARY 5,000 MISC 75 TEACHER APPRECIATION 248 TOTAL 14,463
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	ADJUST RETAINED EARNINGS TO ACTUAL 11,231 ADJUSTMENT TO CORRECT PRIOR DISCREPANCIES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	3	DONATION OF EQUIPMENT & SUPPLIES. PARENT INVOLVEMENT IN STUDENT ACTIVITIES AND STAFF/TEACHER RECOGNITION. COMMUNITY INVOLVEMENT IN STUDENT ACTIVITIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	4	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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	3	FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	4	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	2018-09-25
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	5F17A5991D41CC081A6667BD610B7FE4A0A596D7
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	1D62EC535233B1C562EB868D674B7D93D3780F69
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	24.119.102.165
ReturnHeader/FilingSecurityInformation/IPDt	0	2018-09-25
ReturnHeader/FilingSecurityInformation/IPTm	0	13:19:49
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	2018-09-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	MARC STERLING
ReturnHeader/PreparerPersonGrp/SelfEmployedInd	0	X
ReturnHeader/ReturnTs	0	2018-09-28T10:59:31-07:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2017-07-01
ReturnHeader/TaxPeriodEndDt	0	2018-06-30
ReturnHeader/TaxYr	0	2017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $32,982
Liabilities: -
Net assets: $32,982
Revenue: $25,339
Expenses: $14,463
Net income: $10,876

	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