Civic Intelligence

PTA Arizona Congress of Parents & Teachers Inc

990EZ • Fiscal year 2018 • EIN 90-0089385

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 11, 2018

7000 West Happy Valley RoadPeoria, AZ 85383

(602) 696-3578

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

34th percentile

-2.9%

Higher net margin than 34% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

37th percentile

-4.6%

Faster asset growth than 37% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

15th percentile

-35%

Faster revenue growth than 15% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$12,407

Down $600 (-4.6%) from 2017

Net Assets

Down

$12,407

Down $600 (-4.6%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$20,663

Down $10,973 (-35%) from 2017

Expenses

Down

$21,260

Down $10,266 (-33%) from 2017

Net Income

Down

-$597

Down $707 (-643%) from 2017

Historical Trend

Balance Sheet Trend

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

$20K$15K$10K$5.0K$0Assets 2015: $14,024Liabilities 2015: $02015Assets 2016: $12,897Liabilities 2016: $02016Assets 2017: $13,007Liabilities 2017: $0Net Assets 2017: $13,0072017Assets 2018: $12,407Liabilities 2018: $0Net Assets 2018: $12,4072018Assets 2020: $18,726Liabilities 2020: $0Net Assets 2020: $18,7262020

Highlighted filing

2018

Assets$12,407
Liabilities$0
Net Assets$12,407

Operations Trend

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

$40K$20K$0-$20KRevenue 2015: $6,574Expenses 2015: $23,518Net Income 2015: -$16,9442015Revenue 2016: $23,299Expenses 2016: $24,426Net Income 2016: -$1,1272016Revenue 2017: $31,636Expenses 2017: $31,526Net Income 2017: $1102017Revenue 2018: $20,663Expenses 2018: $21,260Net Income 2018: -$5972018Revenue 2020: $32,220Expenses 2020: $31,829Net Income 2020: $3912020

Highlighted filing

2018

Revenue$20,663
Expenses$21,260
Net Income-$597
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 11, 2018
Return Version
2017v2.2
Gross Receipts
$38,007
Mission and Program Overview

Mission

To provide items to the elementary school not provided by the district or state budget

Educational/Charitable

Program Services

DescriptionGrantsExpenses
Grants and Similar Amounts Paid--Grants to teachers including software, hardware and miscellaneous classroom supplies; staff appreciation, etc.-$17,136
Fundraising--costs incurred to raise money in support of students and teachers as a means to provide monetary grants and items needed.$13,700-
Community Events--Events held to promote student/faculty/neighborhood involvment in support of ptsa school support$3,644-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
June GaleVice PresidentPT$0--
Heather LambertVice PresidentPT$0--
Randy WhittinghamSecretaryPT$0--
Jeannie ShockleeVice PresidentPT$0--
Starla WallaceVice PresidentPT$0--
Kara JensenTreasurerPT$0--
Kiaya SmithPresidentPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Carnival$18,735$18,735$10,227$8,508
Write a Check$8,700$8,700$233$8,467
Total Events$35,531$34,318$14,870$19,448
Filing and Contact Details

Filer

Filer Name
Terramar Elementary School PTSA
EIN
90-0089385
Phone
6026963578
Address
7000 West Happy Valley Road, Peoria, AZ 85383

Signing Officer

Name
Kiaya Smith
Title
President
Signed
2018-10-11
Discuss with paid preparer
Yes

Preparer

Firm
Diane M Davis CPA
Address
8932 W TIERRA BUENA LN, PEORIA, AZ 85382-3722
Preparer
Diane M Davis CPA
Phone
6239744097
Supplemental Narrative

Additional Explanations

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

| Donee's Name: Terramar Elementary School | Donee's Address: 7000 W. Happy Valley Rd. Peoria AZ 85383 | Cash Amount Given: $17136

Other Expenses.1002

Office Expenses $576

Other Expenses.1007

Conferences, Conventions, and Meetings $1696

Other Expenses.1012

Insurance $165

Other Expenses.1

Bank Charges $134

Other Expenses.2

Meeting Expense $125

Raw XML Appendix197 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OrganizationHadUBIInd0false
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IRS990EZ/OtherExpensesTotalAmt02696
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Grants and Similar Amounts Paid--Grants to teachers including software, hardware and miscellaneous classroom supplies; staff appreciation, etc.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt013700
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt017136
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/WebsiteAddressTxt0www.terramarptsa.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03716
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03215
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Write a Check
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Terramar Elementary School | Donee's Address: 7000 W. Happy Valley Rd. Peoria AZ 85383 | Cash Amount Given: $17136
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $576
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, Conventions, and Meetings $1696
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $165
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Bank Charges $134
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Meeting Expense $125
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kiaya Smith
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Terramar Elementary School PTSA
ReturnHeader/Filer/BusinessNameControlTxt0TERR
ReturnHeader/Filer/EIN0900089385
ReturnHeader/Filer/PhoneNum06026963578
ReturnHeader/Filer/USAddress/AddressLine1Txt07000 West Happy Valley Road
ReturnHeader/Filer/USAddress/CityNm0Peoria
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085383
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DIANE M DAVIS CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08932 W TIERRA BUENA LN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PEORIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0853823722
ReturnHeader/PreparerPersonGrp/PhoneNum06239744097
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Diane M Davis CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-10-11T13:34:01-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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Filings