Civic Intelligence

Redfield PTO

990EZ • Fiscal year 2017 • EIN 86-0772371

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 09, 2017

9181 E Redfield RoadScottsdale, AZ 85260

(480) 390-9876

Siviq Scores

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

Liabilities / Assets

74th percentile

0.07x

Higher debt load relative to assets than 74% of similar nonprofits.

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

Liabilities / Revenue

83rd percentile

0.12x

Higher debt load relative to revenue than 83% of similar nonprofits.

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

Net Margin

93rd percentile

55%

Higher net margin than 93% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

89th percentile

72%

Faster asset growth than 89% of similar nonprofits.

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

Revenue Growth

41st percentile

-4.1%

Faster revenue growth than 41% of similar nonprofits.

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

Assets

Up

$75,706

Up $31,687 (+72%) from 2016

Net Assets

Up

$70,280

Up $26,261 (+60%) from 2016

Liabilities

$5,426

No earlier filing loaded for comparison.

Revenue

Down

$45,046

Down $1,922 (-4.1%) from 2016

Expenses

Down

$20,420

Down $29,658 (-59%) from 2016

Net Income

Up

$24,626

Up $27,736 (+892%) from 2016

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2011: $41,040Liabilities 2011: $1,955Net Assets 2011: $39,0852011Assets 2012: $49,913Liabilities 2012: $290Net Assets 2012: $49,6232012Assets 2013: $65,603Liabilities 2013: $157Net Assets 2013: $65,4462013Assets 2014: $62,883Net Assets 2014: $62,8832014Assets 2015: $46,129Net Assets 2015: $46,1292015Assets 2016: $44,019Net Assets 2016: $44,0192016Assets 2017: $75,706Liabilities 2017: $5,426Net Assets 2017: $70,2802017Assets 2018: $79,533Net Assets 2018: $79,5332018Assets 2019: $94,030Liabilities 2019: $02019Assets 2021: $80,680Liabilities 2021: $0Net Assets 2021: $80,6802021Assets 2022: $92,697Liabilities 2022: $0Net Assets 2022: $92,6972022Assets 2023: $80,711Liabilities 2023: $0Net Assets 2023: $80,7112023Assets 2024: $85,069Liabilities 2024: $2,140Net Assets 2024: $82,9292024Assets 2025: $79,093Liabilities 2025: $2,591Net Assets 2025: $76,5022025

Highlighted filing

2017

Assets$75,706
Liabilities$5,426
Net Assets$70,280

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $29,352Expenses 2011: $37,690Net Income 2011: -$8,3382011Revenue 2012: $29,605Expenses 2012: $20,252Net Income 2012: $9,3532012Revenue 2013: $27,611Expenses 2013: $11,995Net Income 2013: $15,6162013Revenue 2014: $25,828Expenses 2014: $25,125Net Income 2014: $7032014Revenue 2015: $40,741Expenses 2015: $49,306Net Income 2015: -$8,5652015Revenue 2016: $46,968Expenses 2016: $50,078Net Income 2016: -$3,1102016Revenue 2017: $45,046Expenses 2017: $20,420Net Income 2017: $24,6262017Revenue 2018: $42,936Expenses 2018: $34,241Net Income 2018: $8,6952018Revenue 2019: $52,013Expenses 2019: $37,713Net Income 2019: $14,3002019Revenue 2021: $38,110Expenses 2021: $59,582Net Income 2021: -$21,4722021Revenue 2022: $50,076Expenses 2022: $38,059Net Income 2022: $12,0172022Revenue 2023: $53,012Expenses 2023: $64,998Net Income 2023: -$11,9862023Revenue 2024: $45,998Expenses 2024: $43,780Net Income 2024: $2,2182024Revenue 2025: $41,581Expenses 2025: $48,334Net Income 2025: -$6,7532025

Highlighted filing

2017

Revenue$45,046
Expenses$20,420
Net Income$24,626
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 9, 2017
Return Version
2016v3.0
Gross Receipts
$71,686
Mission and Program Overview

Mission

PTO - Aid to teachers and organizations supporting Redfield Elementary School

Program Services

DescriptionGrantsExpenses
Aid to teachers and organizations supporting Redfield Elementary School$20,419-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bradley VealePresident-$0--
Tom JamesCo-President-$0--
Dan KraatzTreasurer-$0--
Jean StafoSecretary-$0--
John TurnerVP Finance-$0--
Jamie DougalCommunication-$0--
Michelle MeyerVP Fundraising-$0--
Tracey BarronVP-Comm. Event-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Special Events Income$43,077$43,077$17,305$25,772
Fundraising Programs$8,839$8,839-$8,839
Total Events$60,037$60,037$26,048$33,989
Filing and Contact Details

Filer

Filer Name
Redfield PTO
EIN
86-0772371
Phone
4803909876
Address
9181 E Redfield Road, Scottsdale, AZ 85260

Signing Officer

Name
Daniel Kraatz
Title
Treasurer
Signed
2017-10-09
Discuss with paid preparer
Yes

Preparer

Firm
Kathleen R Lindquist CPA PC
Address
2111 E Baseline Suite C-6, Tempe, AZ 85283-1521
Preparer
Kathleen R Lindquist
Phone
6025495110
Supplemental Narrative

Additional Explanations

Other Expenses.1002

Office Expenses $232

Other Expenses.1012

Insurance $501

Other Expenses.1

Program Expenses $18654

Other Expenses.2

General Admin $589

Other Expenses.3

Other Expenses $391

Other Expenses.4

Bank/Merchant Charges $31

Other Expenses.5

Facilities & Equipment $22

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $5426

Raw XML Appendix202 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/USAddress/CityNm0Scottsdale
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0852607557
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Bradley Veale
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Tom James
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Dan Kraatz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jean Stafo
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4John Turner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Jamie Dougal
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Michelle Meyer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Tracey Barron
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Co-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP Finance
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Communication
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP Fundraising
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VP-Comm. Event
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt01635
IRS990EZ/OtherExpensesTotalAmt020420
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PTO - Aid to teachers and organizations supporting Redfield Elementary School
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Aid to teachers and organizations supporting Redfield Elementary School
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt020419
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt026640
IRS990EZ/SpecialEventsNetIncomeLossAmt035361
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt05426
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt020420
IRS990EZ/TotalProgramServiceExpensesAmt020419
IRS990EZ/TotalRevenueAmt045046
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05250
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0653
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0305
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt06208
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0116
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt067
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt083
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0266
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt066435
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt081468
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt081960
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt046970
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0337588
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0116
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt067
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt083
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0266
IRS990ScheduleA/InvestmentIncomeCYPct00.00080
IRS990ScheduleA/InvestmentIncomePYPct00.00110
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99920
IRS990ScheduleA/PublicSupportPY509Pct00.99890
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt071685
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt082613
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt046970
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt061060
IRS990ScheduleA/Total509Grp/TotalAmt0343796
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt071685
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt081468
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt082729
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt047037
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt061143
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0344062
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt026048
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Special Events Income
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Fundraising Programs
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt043077
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt08839
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt08121
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt060037
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt043077
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt08839
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt08121
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt060037
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt033989
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt08743
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt026048
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt017305
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $232
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $501
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Program Expenses $18654
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3General Admin $589
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Other Expenses $391
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Bank/Merchant Charges $31
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Facilities & Equipment $22
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $5426
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Total Liabilities.1001
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Daniel Kraatz
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Redfield PTO
ReturnHeader/Filer/BusinessNameControlTxt0REDF
ReturnHeader/Filer/EIN0860772371
ReturnHeader/Filer/PhoneNum04803909876
ReturnHeader/Filer/USAddress/AddressLine1Txt09181 E Redfield Road
ReturnHeader/Filer/USAddress/CityNm0Scottsdale
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085260
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kathleen R Lindquist CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02111 E Baseline Suite C-6
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Tempe
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0852831521
ReturnHeader/PreparerPersonGrp/PhoneNum06025495110
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kathleen R Lindquist
ReturnHeader/ReturnTs02017-10-16T10:21:17-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$79.1$2.59$76.5$41.6$48.3$6.75
2024Detailed filing. Detailed filing data is available for this year.$85.1$2.14$82.9$46.0$43.8$2.22
2023Detailed filing. Detailed filing data is available for this year.$80.7$0.00$80.7$53.0$65.0$12.0
2022Detailed filing. Detailed filing data is available for this year.$92.7$0.00$92.7$50.1$38.1$12.0
2021Detailed filing. Detailed filing data is available for this year.$80.7$0.00$80.7$38.1$59.6$21.5
2019Summary only. Only limited summary data is available for this year.$94.0$0.00$52.0$37.7$14.3
2018Detailed filing. Detailed filing data is available for this year.$79.5$79.5$42.9$34.2$8.70
2017Detailed filing. Detailed filing data is available for this year.$75.7$5.43$70.3$45.0$20.4$24.6
2016Detailed filing. Detailed filing data is available for this year.$44.0$44.0$47.0$50.1$3.11
2015Detailed filing. Detailed filing data is available for this year.$46.1$46.1$40.7$49.3$8.57
2014Detailed filing. Detailed filing data is available for this year.$62.9$62.9$25.8$25.1$0.70
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$65.6$0.16$65.4$27.6$12.0$15.6
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$49.9$0.29$49.6$29.6$20.3$9.35
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$41.0$1.96$39.1$29.4$37.7$8.34