Civic Intelligence

Villa Monterey Recreational Association

EIN 86-0687848 • 501(c)7 • Scottsdale, AZ

Profile

Recreational Association

7701 East Coolidge StreetScottsdale, AZ 85251

www.vmra.info

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

67th percentile

0.01x

Higher debt load relative to assets than 67% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

67th percentile

0.01x

Higher debt load relative to revenue than 67% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2024

Net Margin

72nd percentile

13%

Higher net margin than 72% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2024

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

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

501(c)7 • <$500k nonprofits • Source year 2024

Asset Growth

78th percentile

18%

Faster asset growth than 78% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

57th percentile

5.0%

Faster revenue growth than 57% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets67th percentile

Assets

Down

$74,150

Down $522 (-0.7%) from 2022

Liabilities

Down

$0

Down $646 (-100%) from 2022

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue67th percentileNet Margin72nd percentile

Revenue

Up

$90,130

Up $4,774 (+5.6%) from 2022

Expenses

Up

$90,006

Up $4,344 (+5.1%) from 2022

Net Income

Up

$124

Up $430 (+141%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth78th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2010: $23,671Liabilities 2010: $0Net Assets 2010: $23,6712010Assets 2011: $28,839Liabilities 2011: $0Net Assets 2011: $28,8392011Assets 2012: $70,705Liabilities 2012: $0Net Assets 2012: $70,7052012Assets 2013: $39,058Liabilities 2013: $0Net Assets 2013: $39,0582013Assets 2014: $52,461Liabilities 2014: $02014Assets 2015: $46,462Liabilities 2015: $02015Assets 2016: $46,913Net Assets 2016: $46,9132016Assets 2017: $46,592Liabilities 2017: $02017Assets 2018: $47,351Net Assets 2018: $47,3512018Assets 2019: $56,050Net Assets 2019: $56,0502019Assets 2020: $66,170Net Assets 2020: $66,1702020Assets 2021: $74,832Liabilities 2021: $500Net Assets 2021: $74,3322021Assets 2022: $74,672Liabilities 2022: $646Net Assets 2022: $74,0262022Assets 2023: $74,150Liabilities 2023: $02023

Highlighted filing

2023

Assets$74,150
Liabilities$0
Net Assets-
Open 2023 Filing

Operations Trend

Revenue Growth57th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2010: $65,908Expenses 2010: $84,121Net Income 2010: -$18,2132010Revenue 2011: $68,784Expenses 2011: $63,616Net Income 2011: $5,1682011Revenue 2012: $93,356Expenses 2012: $51,490Net Income 2012: $41,8662012Revenue 2013: $41,671Expenses 2013: $73,318Net Income 2013: -$31,6472013Revenue 2014: $69,092Expenses 2014: $55,689Net Income 2014: $13,4032014Revenue 2015: $67,683Expenses 2015: $73,647Net Income 2015: -$5,9642015Revenue 2016: $83,889Expenses 2016: $83,150Net Income 2016: $7392016Revenue 2017: $90,379Expenses 2017: $90,700Net Income 2017: -$3212017Revenue 2018: $88,146Expenses 2018: $87,387Net Income 2018: $7592018Revenue 2019: $89,978Expenses 2019: $81,279Net Income 2019: $8,6992019Revenue 2020: $88,159Expenses 2020: $78,039Net Income 2020: $10,1202020Revenue 2021: $90,844Expenses 2021: $82,682Net Income 2021: $8,1622021Revenue 2022: $85,356Expenses 2022: $85,662Net Income 2022: -$3062022Revenue 2023: $90,130Expenses 2023: $90,006Net Income 2023: $1242023

Highlighted filing

2023

Revenue$90,130
Expenses$90,006
Net Income$124
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZSummary only. Only limited summary data is available for this year.

Open filing
Assets
$74,150
Liabilities
$0
Net assets
-
Revenue
$90,130
Expenses
$90,006
Net income
$124
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$74.2$0.00$90.1$90.0$0.12
2022Detailed filing. Detailed filing data is available for this year.$74.7$0.65$74.0$85.4$85.7$0.31
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$74.8$0.50$74.3$90.8$82.7$8.16
2020Detailed filing. Detailed filing data is available for this year.$66.2$66.2$88.2$78.0$10.1
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$56.1$56.1$90.0$81.3$8.70
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$47.4$47.4$88.1$87.4$0.76
2017Summary only. Only limited summary data is available for this year.$46.6$0.00$90.4$90.7$0.32
2016Detailed filing. Detailed filing data is available for this year.$46.9$46.9$83.9$83.2$0.74
2015Summary only. Only limited summary data is available for this year.$46.5$0.00$67.7$73.6$5.96
2014Summary only. Only limited summary data is available for this year.$52.5$0.00$69.1$55.7$13.4
2013Detailed filing. Detailed filing data is available for this year.$39.1$0.00$39.1$41.7$73.3$31.6
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$70.7$0.00$70.7$93.4$51.5$41.9
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.8$0.00$28.8$68.8$63.6$5.17
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.7$0.00$23.7$65.9$84.1$18.2
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Sep 11, 2023
Return Version
2022v5.0
Gross Receipts
$85,356
Mission and Program Overview

Mission

RECREATION ASSOCIATION

Program Services

DescriptionGrantsExpenses
WE SERVED THE 136 UNITS AT THE VILLA AND MAINTAINED COMMON AREAS.--
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PHILIP ELLISPresident-$0--
WILLIAM SIEGFRIEDVice President-$0--
ROSE SURFACETreasurer-$0--
JEFF COCKERHAMSecretary-$0--
MARK SHELDONDirector-$0--
WILLIAM MARSHALLDirector-$0--
MARILYN SHUPEDirector-$0--
Filing and Contact Details

Filer

Filer Name
Villa Monterey Recreational Association
EIN
86-0687848
Phone
3073310451
Address
7701 EAST COOLIDGE STREET, SCOTTSDALE, AZ 85251

Signing Officer

Name
Rose Surface
Title
Treasurer
Phone
3073310451
Signed
2023-09-11
Discuss with paid preparer
Yes

Preparer

Firm
Sechler Morgan Cpas Pllc
Address
2418 W BARROW DRIVE, CHANDLER, AZ 85224
Preparer
Kristina Morgan CPA
Phone
6022302700
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

“Administrative expenses 332”

Form 990-EZ, Part I, Line 16, Other Expenses

“IT EXPENSES 1,134”

Form 990-EZ, Part I, Line 16, Other Expenses

“INSURANCE 2,645”

Form 990-EZ, Part I, Line 16, Other Expenses

“OUTREACH EXPENSES 70”

Form 990-EZ, Part II, Line 26, Liabilities

“DEFERRED REVENUE Beginning of year 500, End of year 646”

Raw XML Appendix129 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/PersonNm0ROSE SURFACE
IRS990EZ/BooksInCareOfDetail/PhoneNum06025088358
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt07701 E COOLIDGE ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SCOTTSDALE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd085251
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt074832
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt074672
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03000
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-306
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04148
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt074832
IRS990EZ/Form990TotalAssetsGrp/EOYAmt074672
IRS990EZ/GrossReceiptsAmt085356
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt06
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt074800
IRS990EZ/MethodOfAccountingOtherDesc0MOD CASH
IRS990EZ/NetAssetsOrFundBalancesBOYAmt074332
IRS990EZ/NetAssetsOrFundBalancesEOYAmt074026
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt074332
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt074026
IRS990EZ/OccupancyRentUtltsAndMaintAmt077056
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PHILIP ELLIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1WILLIAM SIEGFRIED
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROSE SURFACE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JEFF COCKERHAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARK SHELDON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5WILLIAM MARSHALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MARILYN SHUPE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt04181
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0RECREATION ASSOCIATION
IRS990EZ/PrintingPublicationsPostageAmt0277
IRS990EZ/ProgramServiceRevenueAmt07550
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0WE SERVED THE 136 UNITS AT THE VILLA AND MAINTAINED COMMON AREAS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0500
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0646
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt085662
IRS990EZ/TotalRevenueAmt085356
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0VMRA2.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ADMINISTRATIVE EXPENSES 332
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1IT EXPENSES 1,134
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INSURANCE 2,645
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OUTREACH EXPENSES 70
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DEFERRED REVENUE Beginning of year 500, End of year 646
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part II, Line 26, Liabilities
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROSE SURFACE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03073310451
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0VILLA MONTEREY RECREATIONAL ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0VILL
ReturnHeader/Filer/EIN0860687848
ReturnHeader/Filer/PhoneNum03073310451
ReturnHeader/Filer/USAddress/AddressLine1Txt07701 EAST COOLIDGE STREET
ReturnHeader/Filer/USAddress/CityNm0SCOTTSDALE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085251
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0822851604
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SECHLER MORGAN CPAS PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02418 W BARROW DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHANDLER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085224
ReturnHeader/PreparerPersonGrp/PhoneNum06022302700
ReturnHeader/PreparerPersonGrp/PreparationDt02023-09-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KRISTINA MORGAN CPA
ReturnHeader/ReturnTs02023-09-14T09:53:40-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROSE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SURFACE
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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