Civic Intelligence

Mountainside PTO Inc.

990EZ • Fiscal year 2016 • EIN 86-0792271

Jul 01, 2015 to Jun 30, 2016 • Filed on May 15, 2017

Organization Profilewww.mountainsidepto.org
11256 N 128th StreetScottsdale, AZ 85259

(480) 484-5500

Siviq Scores

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

Liabilities / Assets

70th percentile

0.04x

Higher debt load relative to assets than 70% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

77th percentile

0.06x

Higher debt load relative to revenue than 77% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

88th percentile

38%

Higher net margin than 88% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

79th percentile

33%

Faster asset growth than 79% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

43rd percentile

-3.5%

Faster revenue growth than 43% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets70th percentile

Assets

Up

$42,220

Up $10,579 (+33%) from 2015

Net Assets

Up

$40,610

Up $10,662 (+36%) from 2015

Liabilities

Down

$1,610

Down $83 (-4.9%) from 2015

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin88th percentile

Revenue

Down

$27,701

Down $990 (-3.5%) from 2015

Expenses

Down

$17,039

Down $30,065 (-64%) from 2015

Net Income

Up

$10,662

Up $29,075 (+158%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

$80K$60K$40K$20K$0Assets 2011: $48,384Liabilities 2011: $02011Assets 2012: $64,396Liabilities 2012: $02012Assets 2013: $48,297Liabilities 2013: $3,162Net Assets 2013: $45,1352013Assets 2014: $50,215Liabilities 2014: $1,854Net Assets 2014: $48,3612014Assets 2015: $31,641Liabilities 2015: $1,693Net Assets 2015: $29,9482015Assets 2016: $42,220Liabilities 2016: $1,610Net Assets 2016: $40,6102016Assets 2017: $46,891Liabilities 2017: $1,610Net Assets 2017: $45,2812017Assets 2018: $41,811Liabilities 2018: $1,610Net Assets 2018: $40,2012018Assets 2019: $29,971Liabilities 2019: $2,6532019Assets 2024: $65,476Liabilities 2024: $5,840Net Assets 2024: $59,6362024Assets 2025: $58,587Liabilities 2025: $5,380Net Assets 2025: $53,2072025

Highlighted filing

2016

Assets$42,220
Liabilities$1,610
Net Assets$40,610
Open 2016 Filing

Operations Trend

Revenue Growth43rd percentile

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

$100K$50K$0-$50KRevenue 2011: $49,141Expenses 2011: $26,038Net Income 2011: $23,1032011Revenue 2012: $35,822Expenses 2012: $19,810Net Income 2012: $16,0122012Revenue 2013: $37,616Expenses 2013: $56,877Net Income 2013: -$19,2612013Revenue 2014: $36,488Expenses 2014: $33,262Net Income 2014: $3,2262014Revenue 2015: $28,691Expenses 2015: $47,104Net Income 2015: -$18,4132015Revenue 2016: $27,701Expenses 2016: $17,039Net Income 2016: $10,6622016Revenue 2017: $30,444Expenses 2017: $25,773Net Income 2017: $4,6712017Revenue 2018: $17,446Expenses 2018: $22,526Net Income 2018: -$5,0802018Revenue 2019: $19,780Expenses 2019: $32,663Net Income 2019: -$12,8832019Revenue 2024: $76,477Expenses 2024: $60,098Net Income 2024: $16,3792024Revenue 2025: $47,014Expenses 2025: $53,443Net Income 2025: -$6,4292025

Highlighted filing

2016

Revenue$27,701
Expenses$17,039
Net Income$10,662
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 15, 2017
Return Version
2015v3.0
Gross Receipts
$34,061
Mission and Program Overview

Mission

Fund raising by special events and activities promotes involvement by the students and their parents in school activities and promotes the welfare of all of the students at the school.

Program Services

DescriptionGrantsExpenses
Allocation of funds for classroom related activities and enrichment programs for all of the students at Mountainside Middle School. Includes faculty support, staff development and gifts for school needs.$14,581-
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sherry StippVpcommunication-$0--
Hillary MacKowskiCo President-$0--
Karin KliburgCo President-$0--
Sara GoldmanVP Std Affairs-$0--
Sharon LaahsCo-Treasurer-$0--
Erin TurnerVP Fundraising-$0--
Erin KorhornVP Fundraising-$0--
Lisa PariseVP Fundraising-$0--
Cindy MeesterSecretary-$0--
Tamara ChaseTreasurer-$0--
Serena BergmanVP Comm Afairs-$0--
Filing and Contact Details

Filer

Filer Name
Mountainside PTO
EIN
86-0792271
Address
11256 N 128th Street, Scottsdale, AZ 85259

Signing Officer

Name
Tamara Chase
Title
Treasurer
Signed
2017-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Morton CPAs PC
Address
5020 East Shea Blvd 200, Scottsdale, AZ 85254-4694
Preparer
John A Eck
Phone
4804831600
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: Mountainside Middle School | Donee's Address: 11256 N. 128th Street Scottsdale AZ 85259 | Cash Amount Given: $14581”

Other Expenses.1002

“Office Expenses $413”

Other Expenses.1003

“Information Technology $128”

Other Expenses.1012

“Insurance $705”

Other Expenses.1

“Bank & merchant fees $688”

Total Liabilities.1

“Boosters - Beginning $1693 Boosters - Ending $1610”

Raw XML Appendix188 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/PersonNm0Tamara Chase
IRS990EZ/BooksInCareOfDetail/PhoneNum04804845500
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt011256 North 128th Street
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Scottsdale
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd085259
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt031641
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt042220
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt04978
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt010662
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0524
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt014717
IRS990EZ/GrantsAndSimilarAmountsPaidAmt014581
IRS990EZ/GrossReceiptsAmt034061
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt014366
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt029948
IRS990EZ/NetAssetsOrFundBalancesEOYAmt040610
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt82.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt92.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt102.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Sherry Stipp
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Hillary MacKowski
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Karin Kliburg
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Sara Goldman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Sharon Laahs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Erin Turner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Erin Korhorn
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Lisa Parise
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Cindy Meester
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Tamara Chase
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Serena Bergman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VPCommunication
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Co President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP Std Affairs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Co-Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP Fundraising
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP Fundraising
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VP Fundraising
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Vp Comm Afairs
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01934
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Fund raising by special events and activities promotes involvement by the students and their parents in school activities and promotes the welfare of all of the students at the school.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Allocation of funds for classroom related activities and enrichment programs for all of the students at Mountainside Middle School. Includes faculty support, staff development and gifts for school needs.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt014581
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt06360
IRS990EZ/SpecialEventsNetIncomeLossAmt08357
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0AZ
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01693
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01610
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt017039
IRS990EZ/TotalProgramServiceExpensesAmt014581
IRS990EZ/TotalRevenueAmt027701
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0www.mountainsidepto.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt019343
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt018748
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt022521
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt026541
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt026313
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0113466
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt014717
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt017458
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt021031
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt015283
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt017913
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt086402
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0199868
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt034060
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt036206
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt043552
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt041824
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt044226
IRS990ScheduleA/Total509Grp/TotalAmt0199868
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt034060
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt036206
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt043552
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt041824
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt044226
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0199868
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Mountainside Middle School | Donee's Address: 11256 N. 128th Street Scottsdale AZ 85259 | Cash Amount Given: $14581
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $413
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Information Technology $128
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $705
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Bank & merchant fees $688
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Boosters - Beginning $1693 Boosters - Ending $1610
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Total Liabilities.1
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Tamara Chase
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Mountainside PTO
ReturnHeader/Filer/BusinessNameControlTxt0MOUN
ReturnHeader/Filer/EIN0860792271
ReturnHeader/Filer/USAddress/AddressLine1Txt011256 N 128th Street
ReturnHeader/Filer/USAddress/CityNm0Scottsdale
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085259
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Morton CPAs PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05020 East Shea Blvd 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Scottsdale
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0852544694
ReturnHeader/PreparerPersonGrp/PhoneNum04804831600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John A Eck
ReturnHeader/ReturnTs02017-05-15T07:37:24-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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.

Open filing
Assets
$42,220
Liabilities
$1,610
Net assets
$40,610
Revenue
$27,701
Expenses
$17,039
Net income
$10,662
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$58.6$5.38$53.2$47.0$53.4$6.43
2024Detailed filing. Detailed filing data is available for this year.$65.5$5.84$59.6$76.5$60.1$16.4
2019Summary only. Only limited summary data is available for this year.$30.0$2.65$19.8$32.7$12.9
2018Detailed filing. Detailed filing data is available for this year.$41.8$1.61$40.2$17.4$22.5$5.08
2017Detailed filing. Detailed filing data is available for this year.$46.9$1.61$45.3$30.4$25.8$4.67
2016Detailed filing. Detailed filing data is available for this year.$42.2$1.61$40.6$27.7$17.0$10.7
2015Detailed filing. Detailed filing data is available for this year.$31.6$1.69$29.9$28.7$47.1$18.4
2014Detailed filing. Detailed filing data is available for this year.$50.2$1.85$48.4$36.5$33.3$3.23
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$48.3$3.16$45.1$37.6$56.9$19.3
2012Summary only. Only limited summary data is available for this year.$64.4$0.00$35.8$19.8$16.0
2011Summary only. Only limited summary data is available for this year.$48.4$0.00$49.1$26.0$23.1