Civic Intelligence

Mountainside PTO Inc.

990EZ • Fiscal year 2017 • EIN 86-0792271

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

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

0.03x

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

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

Liabilities / Revenue

77th percentile

0.05x

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

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

Net Margin

71st percentile

15%

Higher net margin than 71% of similar nonprofits.

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

Top Officer Pay

76th percentile

$0

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

Asset Growth

63rd percentile

11%

Faster asset growth than 63% of similar nonprofits.

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

Revenue Growth

62nd percentile

9.9%

Faster revenue growth than 62% of similar nonprofits.

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

Assets

Up

$46,891

Up $4,671 (+11%) from 2016

Net Assets

Up

$45,281

Up $4,671 (+12%) from 2016

Liabilities

Flat

$1,610

Flat from 2016

Revenue

Up

$30,444

Up $2,743 (+9.9%) from 2016

Expenses

Up

$25,773

Up $8,734 (+51%) from 2016

Net Income

Down

$4,671

Down $5,991 (-56%) from 2016

Historical Trend

Balance Sheet Trend

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

2017

Assets$46,891
Liabilities$1,610
Net Assets$45,281

Operations Trend

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

2017

Revenue$30,444
Expenses$25,773
Net Income$4,671
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 15, 2018
Return Version
2016v3.0
Gross Receipts
$36,432
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.$22,188-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sherry StippCo-President-$0--
Sara GoldmanCo President-$0--
Deb JensenSecretary-$0--
Tamara ChaseTreasurer-$0--
Erin NovakVP Studnt Affar-$0--
Christine GarafoloVP Staff Affar-$0--
Karin KilburgVP Fundraising-$0--
Sumana MandalaVP Communicatio-$0--
Catherine LewisVP Community-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
8th Grade Celebration$19,822$19,822$4,783$15,039
Silent auction$8,123$8,123-$8,123
Total Events$27,945$27,945$4,783$23,162
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
2018-05-15
Discuss with paid preparer
Yes

Preparer

Firm
ATLAS CPAs & Advisors PLLC
Address
16841 North 31st Avenue Suite 102, Phoenix, AZ 85053
Preparer
John A Eck CPA
Phone
6024829101
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: $22188

Other Expenses.1002

Office Expenses $1352

Other Expenses.1003

Information Technology $594

Other Expenses.1012

Insurance $205

Other Expenses.1

Bank & merchant fees $914

Total Liabilities.1

Boosters - Beginning $1610 Boosters - Ending $1610

Raw XML Appendix192 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
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IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd085259
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt042220
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Tamara Chase
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Erin Novak
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Christine Garafolo
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Karin Kilburg
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Sumana Mandala
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Catherine Lewis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Co-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Co President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP Studnt Affar
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP Staff Affar
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP Fundraising
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VP Communicatio
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8VP Community
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt03065
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt022188
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt025287
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0AZ
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IRS990EZ/TanningServicesProvidedInd0false
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IRS990EZ/TotalRevenueAmt030444
IRS990EZ/TransactionWithControlEntInd0false
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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt015283
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt099764
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
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IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt036432
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IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt04783
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm08th Grade Celebration
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Silent auction
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt019822
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt08123
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt019822
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt08123
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04783
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Mountainside Middle School | Donee's Address: 11256 N. 128th Street Scottsdale AZ 85259 | Cash Amount Given: $22188
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $1352
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Information Technology $594
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $205
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Bank & merchant fees $914
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Boosters - Beginning $1610 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/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Tamara Chase
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-15
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/BusinessNameLine1Txt0ATLAS CPAs & Advisors PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016841 North 31st Avenue Suite 102
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Phoenix
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085053
ReturnHeader/PreparerPersonGrp/PhoneNum06024829101
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John A Eck CPA
ReturnHeader/ReturnTs02018-05-15T11:10:58-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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Filings