Civic Intelligence

Abraham Lincoln Traditional School Guild

990EZ • Fiscal year 2018 • EIN 86-0835246

Jun 01, 2017 to May 31, 2018 • Filed on Apr 05, 2019

10444 N 39th AvePhoenix, AZ 85051

(623) 825-7900

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$38,198

Flat from 2018

Net Assets

Flat

$36,849

Flat from 2018

Liabilities

Flat

$1,349

Flat from 2018

Revenue And Expenses

Revenue

Flat

$21,512

Flat from 2018

Expenses

Flat

$23,952

Flat from 2018

Net Income

Flat

-$2,440

Flat from 2018

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2011: $35,974Liabilities 2011: $02011Assets 2012: $26,660Liabilities 2012: $2,3602012Assets 2013: $39,452Liabilities 2013: $2,3012013Assets 2014: $39,808Liabilities 2014: $3,209Net Assets 2014: $36,5992014Assets 2015: $42,765Liabilities 2015: $3,722Net Assets 2015: $39,0432015Assets 2016: $44,399Liabilities 2016: $1,915Net Assets 2016: $42,4842016Assets 2018: $38,198Liabilities 2018: $1,349Net Assets 2018: $36,8492018Assets 2018: $38,198Liabilities 2018: $1,349Net Assets 2018: $36,8492018Assets 2019: $26,826Liabilities 2019: $4,184Net Assets 2019: $22,6422019Assets 2020: $20,433Liabilities 2020: $923Net Assets 2020: $19,5102020Assets 2021: $22,855Liabilities 2021: $825Net Assets 2021: $22,0302021Assets 2022: $31,772Liabilities 2022: $5,097Net Assets 2022: $26,6752022Assets 2023: $47,429Liabilities 2023: $8,062Net Assets 2023: $39,3672023Assets 2024: $41,296Liabilities 2024: $10,223Net Assets 2024: $31,0732024Assets 2025: $37,248Liabilities 2025: $9,418Net Assets 2025: $27,8302025

Highlighted filing

2018

Assets$38,198
Liabilities$1,349
Net Assets$36,849

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $46,611Expenses 2011: $42,514Net Income 2011: $4,0972011Revenue 2012: $36,815Expenses 2012: $48,489Net Income 2012: -$11,6742012Revenue 2013: $27,400Expenses 2013: $14,388Net Income 2013: $13,0122013Revenue 2014: $19,660Expenses 2014: $20,212Net Income 2014: -$5522014Revenue 2015: $19,233Expenses 2015: $16,789Net Income 2015: $2,4442015Revenue 2016: $25,056Expenses 2016: $21,615Net Income 2016: $3,4412016Revenue 2018: $21,512Expenses 2018: $23,952Net Income 2018: -$2,4402018Revenue 2018: $21,512Expenses 2018: $23,952Net Income 2018: -$2,4402018Revenue 2019: $20,561Expenses 2019: $34,768Net Income 2019: -$14,2072019Revenue 2020: $25,041Expenses 2020: $28,173Net Income 2020: -$3,1322020Revenue 2021: $20,312Expenses 2021: $17,792Net Income 2021: $2,5202021Revenue 2022: $17,676Expenses 2022: $13,021Net Income 2022: $4,6552022Revenue 2023: $29,103Expenses 2023: $16,411Net Income 2023: $12,6922023Revenue 2024: $22,986Expenses 2024: $31,280Net Income 2024: -$8,2942024Revenue 2025: $76,139Expenses 2025: $79,382Net Income 2025: -$3,2432025

Highlighted filing

2018

Revenue$21,512
Expenses$23,952
Net Income-$2,440
Jump To
Filing Snapshot
Filing Period
Jun 1, 2017 to May 31, 2018
Signed
Apr 5, 2019
Return Version
2017v2.2
Gross Receipts
$44,915
Mission and Program Overview

Mission

See Schedule O general attachment

Program Services

DescriptionGrantsExpenses
The purpose of the organization is to support the school teachers and staff of the school All funds disbursed are in support of that purpose See Schedule O General Attachment-$22,671
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rose FarnellPresidentPT$0--
Robert BidellBoard Member-$0--
Cheryl JonesBoard Member-$0--
Courtney BaiardiVice-PresidentPT$0--
Chris LearnedTreasurerPT$0--
Fresynya AlvarezSecretaryPT$0--
Misty HinesBoard Member-$0--
Teri GodfreyBoard Member-$0--
Chloe MatthewsBoard Member-$0--
Julie VuBoard Member-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring Fling$20,043$20,043$10,205$9,838
Book Fair$9,414$9,414$5,763$3,651
Total Events$40,978$40,978$23,403$17,575
Filing and Contact Details

Filer

Filer Name
Abraham Lincoln Traditional School Guild
EIN
86-0835246
Address
10444 N 39th Ave, Phoenix, AZ 85051

Signing Officer

Name
Josh Perkins
Title
Treasurer
Phone
6238257900
Signed
2019-04-05
Discuss with paid preparer
Yes

Preparer

Firm
Jennifer J Phillips CPA PLLC
Address
5151 E Broadway Blvd Ste 1600, Tucson, AZ 85711
Preparer
Jennifer J Phillips
Phone
5202477087
Supplemental Narrative

Additional Explanations

General explanation attachment

Part 3, Organizations primary exempt purpose: The ALTS Guild is the non-profit fundraising organization for Abraham Lincoln Traditional School. Part III line 28, continued:Abraham Lincoln Traditional School has a student population that varies from 590 to 630 students during the school year. There are also 35 teachers and 15 support staff. All are beneficiaries of the funds raised by the Guild.During the 2017-18 school year, the Guild held the following fundraisers:>Membership drive and T-shirt sales>One (1) Peter Piper Pizza fundraising nights>Two (2) book fairs>Annual Spring carnivalFunds were dispersed as follows:>Purchase of textbooks/curriculum>Teacher start-up money>School nurse supplies >Funds to principal for behavioral rewards>School family events (i.e. Bingo, dance, etc.)>Classroom supplies>Reading intervention programs>Purchase of library books>Rebinding of library books>Annual subscriptions for student organizations>Supplemental materials for classes

Description of other expenses Part I line 16

Description AmountCurriculum 9,772Kindergarten promotion 263Family events 373Staff budgets 1,481Staff appreciation 691Teacher requests 10,090Misc. operations 1,082

Description of other assets Part II line 24

Category Beginning of Year End of YearInventory - clothing 1,301 1,419Inventory - flowers 77 0Due from parents 8,112 0Equipment, net 538 623

Description of total liabilities Part II line 26

Category Beginning of Year End of YearGirls Basketball 48 48Library Book Credit 3,230 1,188National Jr. Honor Society 498 113

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Part 3, Organizations primary exempt purpose: The ALTS Guild is the non-profit fundraising organization for Abraham Lincoln Traditional School. Part III line 28, continued:Abraham Lincoln Traditional School has a student population that varies from 590 to 630 students during the school year. There are also 35 teachers and 15 support staff. All are beneficiaries of the funds raised by the Guild.During the 2017-18 school year, the Guild held the following fundraisers:>Membership drive and T-shirt sales>One (1) Peter Piper Pizza fundraising nights>Two (2) book fairs>Annual Spring carnivalFunds were dispersed as follows:>Purchase of textbooks/curriculum>Teacher start-up money>School nurse supplies >Funds to principal for behavioral rewards>School family events (i.e. Bingo, dance, etc.)>Classroom supplies>Reading intervention programs>Purchase of library books>Rebinding of library books>Annual subscriptions for student organizations>Supplemental materials for classes
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountCurriculum 9,772Kindergarten promotion 263Family events 373Staff budgets 1,481Staff appreciation 691Teacher requests 10,090Misc. operations 1,082
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearInventory - clothing 1,301 1,419Inventory - flowers 77 0Due from parents 8,112 0Equipment, net 538 623
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Category Beginning of Year End of YearGirls Basketball 48 48Library Book Credit 3,230 1,188National Jr. Honor Society 498 113
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0General explanation attachment
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of total liabilities Part II line 26
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ReturnHeader/TaxYr02017

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.$37.2$9.42$27.8$76.1$79.4$3.24
2024Detailed filing. Detailed filing data is available for this year.$41.3$10.2$31.1$23.0$31.3$8.29
2023Detailed filing. Detailed filing data is available for this year.$47.4$8.06$39.4$29.1$16.4$12.7
2022Detailed filing. Detailed filing data is available for this year.$31.8$5.10$26.7$17.7$13.0$4.66
2021Detailed filing. Detailed filing data is available for this year.$22.9$0.83$22.0$20.3$17.8$2.52
2020Detailed filing. Detailed filing data is available for this year.$20.4$0.92$19.5$25.0$28.2$3.13
2019Detailed filing. Detailed filing data is available for this year.$26.8$4.18$22.6$20.6$34.8$14.2
2018Detailed filing. Detailed filing data is available for this year.$38.2$1.35$36.8$21.5$24.0$2.44
2018Detailed filing. Detailed filing data is available for this year.$38.2$1.35$36.8$21.5$24.0$2.44
2016Detailed filing. Detailed filing data is available for this year.$44.4$1.92$42.5$25.1$21.6$3.44
2015Detailed filing. Detailed filing data is available for this year.$42.8$3.72$39.0$19.2$16.8$2.44
2014Detailed filing. Detailed filing data is available for this year.$39.8$3.21$36.6$19.7$20.2$0.55
2013Summary only. Only limited summary data is available for this year.$39.5$2.30$27.4$14.4$13.0
2012Summary only. Only limited summary data is available for this year.$26.7$2.36$36.8$48.5$11.7
2011Summary only. Only limited summary data is available for this year.$36.0$0.00$46.6$42.5$4.10