Civic Intelligence

Desert Sun Elementary PTO

990EZ • Fiscal year 2017 • EIN 86-0932005

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

8711 E Pinnacle Peak Rd Pmb 102Scottsdale, AZ 85255

(480) 575-2900

Siviq Scores

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

Liabilities / Assets

54th percentile

0.00x

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

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

Liabilities / Revenue

54th percentile

0.00x

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

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

Net Margin

18th percentile

-16%

Higher net margin than 18% of similar nonprofits.

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

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% 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

19th percentile

-23%

Faster asset growth than 19% of similar nonprofits.

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

Revenue Growth

26th percentile

-17%

Faster revenue growth than 26% of similar nonprofits.

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

Assets

Down

$28,511

Down $8,328 (-23%) from 2016

Net Assets

Down

$28,511

Down $8,328 (-23%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$51,794

Down $10,762 (-17%) from 2016

Expenses

Up

$60,122

Up $22,144 (+58%) from 2016

Net Income

Down

-$8,328

Down $32,906 (-134%) 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: $46,512Liabilities 2011: $02011Assets 2012: $36,241Net Assets 2012: $36,2412012Assets 2013: $27,086Liabilities 2013: $3,287Net Assets 2013: $23,7992013Assets 2014: $21,289Liabilities 2014: $02014Assets 2015: $12,261Net Assets 2015: $12,2612015Assets 2016: $36,839Liabilities 2016: $0Net Assets 2016: $36,8392016Assets 2017: $28,511Liabilities 2017: $0Net Assets 2017: $28,5112017Assets 2018: $18,883Liabilities 2018: $0Net Assets 2018: $18,8832018Assets 2019: $14,378Liabilities 2019: $0Net Assets 2019: $14,3782019Assets 2020: $17,285Liabilities 2020: $0Net Assets 2020: $17,2852020Assets 2021: $30,368Liabilities 2021: $0Net Assets 2021: $30,3682021Assets 2022: $57,082Liabilities 2022: $0Net Assets 2022: $57,0822022Assets 2023: $61,647Liabilities 2023: $0Net Assets 2023: $61,6472023Assets 2024: $47,285Liabilities 2024: $0Net Assets 2024: $47,2852024Assets 2025: $0Liabilities 2025: $0Net Assets 2025: $02025

Highlighted filing

2017

Assets$28,511
Liabilities$0
Net Assets$28,511

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $61,922Expenses 2011: $51,323Net Income 2011: $10,5992011Revenue 2012: $41,650Expenses 2012: $51,921Net Income 2012: -$10,2712012Revenue 2013: $89,510Expenses 2013: $101,952Net Income 2013: -$12,4422013Revenue 2014: $48,192Expenses 2014: $50,702Net Income 2014: -$2,5102014Revenue 2015: $48,478Expenses 2015: $57,506Net Income 2015: -$9,0282015Revenue 2016: $62,556Expenses 2016: $37,978Net Income 2016: $24,5782016Revenue 2017: $51,794Expenses 2017: $60,122Net Income 2017: -$8,3282017Revenue 2018: $49,171Expenses 2018: $58,799Net Income 2018: -$9,6282018Revenue 2019: $34,445Expenses 2019: $38,950Net Income 2019: -$4,5052019Revenue 2020: $74,108Expenses 2020: $71,201Net Income 2020: $2,9072020Revenue 2021: $65,207Expenses 2021: $52,124Net Income 2021: $13,0832021Revenue 2022: $91,281Expenses 2022: $64,567Net Income 2022: $26,7142022Revenue 2023: $62,618Expenses 2023: $58,053Net Income 2023: $4,5652023Revenue 2024: $40,757Expenses 2024: $55,119Net Income 2024: -$14,3622024Revenue 2025: $14,568Expenses 2025: $61,853Net Income 2025: -$47,2852025

Highlighted filing

2017

Revenue$51,794
Expenses$60,122
Net Income-$8,328
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Feb 15, 2018
Return Version
2016v3.0
Gross Receipts
$97,131
Mission and Program Overview

Mission

Support desert sun academy

Program Services

DescriptionGrantsExpenses
DONATIONS TO CCUSD FOR TEACHER AID SALARIES FOR THE BENEFIT OF APPROX 375 STUDENTS AND 25 TEACHERSSTAFF-$32,811
EDUC SUPPLIES AND STUDENT ENRICHMENT INCLUDE CLASSROOM SCIENCE ROOM SUPPLIES 17341 AR LICENSE 4454 CHROMEBOOKS 3843 TO BENEFIT APPROX 375 STUDENTS-$25,732
CAMPUS BEAUTIFICATION INCLUDES OFFICE IMPROVEMENTS FOR THE BENEFIT OF APPROX 375 STUDENTS AND 25 TEACHERSSTAFF-$500
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LYNETTE HOPSAPPLEPresidentPT$0--
JAIME BOYERVice PresidentPT$0--
ELLEN HOBLINVice PresidentPT$0--
ANNA SCHAFFERSecretaryPT$0--
JEFF SCHAFFERCo-TreasurerPT$0--
JOALICE RYANCo-TreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$33,759$33,759$14,768$18,991
Derby$30,213$30,213$17,874$12,339
Total Events$82,842$82,842$45,337$37,505
Filing and Contact Details

Filer

Filer Name
Desert Sun Elementary Pto
EIN
86-0932005
Address
8711 E PINNACLE PEAK RD PMB 102, SCOTTSDALE, AZ 85255

Signing Officer

Name
Jeff Schaffer
Title
Treasurer
Phone
4805752900
Signed
2018-02-15
Discuss with paid preparer
Yes

Preparer

Firm
Lisa M Smith CPA
Address
4876 E SKINNER DR, CAVE CREEK, AZ 85331
Preparer
Lisa Smith
Phone
4805850609
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

Description amountinsurance 205office expense 232program expenses 59,043

Raw XML Appendix190 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/OfficerDirectorTrusteeEmplGrp/PersonNm2ELLEN HOBLIN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JEFF SCHAFFER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JOALICE RYAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CO-TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5CO-TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt059480
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT DESERT SUN ACADEMY
IRS990EZ/PrintingPublicationsPostageAmt0292
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUC SUPPLIES AND STUDENT ENRICHMENT INCLUDE CLASSROOM SCIENCE ROOM SUPPLIES 17341 AR LICENSE 4454 CHROMEBOOKS 3843 TO BENEFIT APPROX 375 STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1DONATIONS TO CCUSD FOR TEACHER AID SALARIES FOR THE BENEFIT OF APPROX 375 STUDENTS AND 25 TEACHERSSTAFF
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt025732
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt132811
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt2500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt045337
IRS990EZ/SpecialEventsNetIncomeLossAmt037505
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt060122
IRS990EZ/TotalProgramServiceExpensesAmt059043
IRS990EZ/TotalRevenueAmt051794
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt014289
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt015756
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt015013
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt036669
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt011523
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt048829
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0268296
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt089510
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0390704
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt045337
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IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0DERBY
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt033759
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt030213
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt018870
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt033759
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt030213
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt018870
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt014768
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt017874
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt09
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTINSURANCE 205OFFICE EXPENSE 232PROGRAM EXPENSES 59,043
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04805752900
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-15
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ReturnHeader/Filer/BusinessNameControlTxt0DESE
ReturnHeader/Filer/EIN0860932005
ReturnHeader/Filer/USAddress/AddressLine1Txt08711 E PINNACLE PEAK RD PMB 102
ReturnHeader/Filer/USAddress/CityNm0SCOTTSDALE
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ReturnHeader/FilingSecurityInformation/IPTm010:58:30
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04876 E SKINNER DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CAVE CREEK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085331
ReturnHeader/PreparerPersonGrp/PhoneNum04805850609
ReturnHeader/PreparerPersonGrp/PreparationDt02018-02-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LISA SMITH
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-02-09T19:05:30-05:00
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.$0.00$0.00$0.00$0.15$0.62$0.47
2024Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$0.41$0.55$0.14
2023Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.63$0.58$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.91$0.65$0.27
2021Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.65$0.52$0.13
2020Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.74$0.71$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$0.34$0.39$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.49$0.59$0.10
2017Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.52$0.60$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.63$0.38$0.25
2015Detailed filing. Detailed filing data is available for this year.$0.12$0.12$0.48$0.58$0.09
2014Summary only. Only limited summary data is available for this year.$0.21$0.00$0.48$0.51$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.27$0.03$0.24$0.90$1.02$0.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.36$0.36$0.42$0.52$0.10
2011Summary only. Only limited summary data is available for this year.$0.47$0.00$0.62$0.51$0.11