Civic Intelligence

PTA Arizona Congress of Parents & Teachers Inc

990EZ • Fiscal year 2024 • EIN 86-0893764

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 12, 2024

Organization Profile
9400 E Esmond LoopTucson, AZ 85747-9195

(520) 870-0034

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

84th percentile

33%

Higher net margin than 84% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Balance Sheet
Liabilities / Assets56th percentile

Assets

Flat

$31,672

Flat from 2024

Net Assets

$31,672

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2024

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin84th percentile

Revenue

Flat

$58,562

Flat from 2024

Expenses

Flat

$39,320

Flat from 2024

Net Income

Flat

$19,242

Flat from 2024

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$60K$40K$20K$0Assets 2011: $16,245Liabilities 2011: $0Net Assets 2011: $16,2452011Assets 2012: $23,982Liabilities 2012: $0Net Assets 2012: $23,9822012Assets 2024: $31,672Liabilities 2024: $0Net Assets 2024: $31,6722024Assets 2024: $31,672Liabilities 2024: $02024Assets 2025: $45,678Liabilities 2025: $0Net Assets 2025: $45,6782025

Highlighted filing

2024

Assets$31,672
Liabilities$0
Net Assets$31,672
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60K$40K$20K$0Revenue 2011: $29,053Expenses 2011: $26,516Net Income 2011: $2,5372011Revenue 2012: $21,719Expenses 2012: $17,419Net Income 2012: $4,3002012Revenue 2024: $58,562Expenses 2024: $39,320Net Income 2024: $19,2422024Revenue 2024: $58,562Expenses 2024: $39,320Net Income 2024: $19,2422024Revenue 2025: $51,483Expenses 2025: $37,477Net Income 2025: $14,0062025

Highlighted filing

2024

Revenue$58,562
Expenses$39,320
Net Income$19,242
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 12, 2024
Return Version
2023v5.1
Gross Receipts
$72,506
Mission and Program Overview

Mission

Provide support to teaches and students

Program Services

DescriptionGrantsExpenses
PROVIDE SUPPORT TO TEACHERS AND STUDENTS AT DESERT WILLOW ELEMENTARY SCHOOL-$53,263
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REBECKA FANNONPresident-$0--
HEIDI CARPENTERTreasurerPT$0--
MELODY REEVESPresident Elect-$0--
CLARISSA MERKELVice Prersident-$0--
MICAHPAUL SHERMANSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Day Awesome$26,947$26,947$85$26,862
Bookfair$12,787$12,787$11,574$1,213
Total Events$39,734$39,734$11,659$28,075
Filing and Contact Details

Filer

Filer Name
Pta Arizona Congress of Parents & Teachers Inc
EIN
86-0893764
Address
9400 E ESMOND LOOP, TUCSON, AZ 85747-9195

Signing Officer

Name
Rebecka Fannon
Title
President
Phone
5208700034
Signed
2024-11-12
Discuss with paid preparer
Yes

Preparer

Firm
1st Choice Tax Services Inc
Address
3365 N Campbell Ave Suite 121, Tucson, AZ 85719
Preparer
David Capotosti EA
Phone
5203201041
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description amountmiscellaneous 612”

Description of other expenses Part I line 16

“Description amountexpenses associated with membership 1,303other 325community fair 2,132family game night 45make a difference day 928cookies with santa 965trunk or treat 638family dance party prom 1,072kids korner 8,252staff student support 13,220general supplies 163insurance 330meeting office supplies 479money minder 186training 3,403school gifts 5,465uncategorized expenses 414”

Raw XML Appendix149 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/PersonNm0HEIDI CARPENTER
IRS990EZ/BooksInCareOfDetail/PhoneNum05208700034
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt09400 E ESMOND LOOP
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0TUCSON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0857479195
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt012430
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt031672
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0619
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt019242
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt012430
IRS990EZ/Form990TotalAssetsGrp/EOYAmt031672
IRS990EZ/FundraisingGrossIncomeAmt050039
IRS990EZ/GrossReceiptsAmt072506
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01648
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt012430
IRS990EZ/NetAssetsOrFundBalancesEOYAmt031672
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt012430
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt031672
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0REBECKA FANNON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1HEIDI CARPENTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MELODY REEVES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CLARISSA MERKEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MICAHPAUL SHERMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRERSIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt039320
IRS990EZ/OtherRevenueTotalAmt0612
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE SUPPORT TO TEACHES AND STUDENTS
IRS990EZ/ProgramServiceRevenueAmt019588
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE SUPPORT TO TEACHERS AND STUDENTS AT DESERT WILLOW ELEMENTARY SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt053263
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt013944
IRS990EZ/SpecialEventsNetIncomeLossAmt036095
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt039320
IRS990EZ/TotalProgramServiceExpensesAmt053263
IRS990EZ/TotalRevenueAmt058562
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02267
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02267
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt02267
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02267
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02267
IRS990ScheduleA/TotalSupportAmt02267
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt011659
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0DAY AWESOME
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BOOKFAIR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt026947
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt012787
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt039734
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt026947
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt012787
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt039734
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt028075
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt011659
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt085
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt011574
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTMISCELLANEOUS 612
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTEXPENSES ASSOCIATED WITH MEMBERSHIP 1,303OTHER 325COMMUNITY FAIR 2,132FAMILY GAME NIGHT 45MAKE A DIFFERENCE DAY 928COOKIES WITH SANTA 965TRUNK OR TREAT 638FAMILY DANCE PARTY PROM 1,072KIDS KORNER 8,252STAFF STUDENT SUPPORT 13,220GENERAL SUPPLIES 163INSURANCE 330MEETING OFFICE SUPPLIES 479MONEY MINDER 186TRAINING 3,403SCHOOL GIFTS 5,465UNCATEGORIZED EXPENSES 414
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0REBECKA FANNON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05208700034
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA ARIZONA CONGRESS OF PARENTS & TEACHERS INC
ReturnHeader/Filer/BusinessNameControlTxt0PTAA
ReturnHeader/Filer/EIN0860893764
ReturnHeader/Filer/USAddress/AddressLine1Txt09400 E ESMOND LOOP
ReturnHeader/Filer/USAddress/CityNm0TUCSON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd0857479195
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043826766
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt01st Choice Tax Services Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03365 N Campbell Ave Suite 121
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Tucson
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085719
ReturnHeader/PreparerPersonGrp/PhoneNum05203201041
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David Capotosti EA
ReturnHeader/ReturnTs02024-11-12T15:27:58-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$31,672
Liabilities
$0
Net assets
$31,672
Revenue
$58,562
Expenses
$39,320
Net income
$19,242
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$45.7$0.00$45.7$51.5$37.5$14.0
2024Detailed filing. Detailed filing data is available for this year.$31.7$0.00$31.7$58.6$39.3$19.2
2024Summary only. Only limited summary data is available for this year.$31.7$0.00$58.6$39.3$19.2
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.0$0.00$24.0$21.7$17.4$4.30
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.2$0.00$16.2$29.1$26.5$2.54