Civic Intelligence

Ocotillo Ridge PTA

EIN 90-0294229 • 501(c)3 • Vail, AZ

Profile

Make every child's potential a reality by engaging and empowering families and communities to advocate for ALL children

10170 S White Lightning LnVail, AZ 85641
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

71st percentile

17%

Higher net margin than 71% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

83rd percentile

38%

Faster asset growth than 83% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

80th percentile

37%

Faster revenue growth than 80% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$40,059

Up $10,981 (+38%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$40,059

Up $10,981 (+38%) from 2024

Operations
Liabilities / Revenue62nd percentileNet Margin71st percentile

Revenue

Up

$65,601

Up $17,655 (+37%) from 2024

Expenses

Up

$54,620

Up $13,933 (+34%) from 2024

Net Income

Up

$10,981

Up $3,722 (+51%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth83rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2024: $29,078Liabilities 2024: $0Net Assets 2024: $29,0782024Assets 2025: $40,059Liabilities 2025: $0Net Assets 2025: $40,0592025

Highlighted filing

2025

Assets$40,059
Liabilities$0
Net Assets$40,059
Open 2025 Filing

Operations Trend

Revenue Growth80th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$80K$60K$40K$20K$0Revenue 2024: $47,946Expenses 2024: $40,687Net Income 2024: $7,2592024Revenue 2025: $65,601Expenses 2025: $54,620Net Income 2025: $10,9812025

Highlighted filing

2025

Revenue$65,601
Expenses$54,620
Net Income$10,981
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$40,059
Liabilities
$0
Net assets
$40,059
Revenue
$65,601
Expenses
$54,620
Net income
$10,981
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$40.1$0.00$40.1$65.6$54.6$11.0
2024Detailed filing. Detailed filing data is available for this year.$29.1$0.00$29.1$47.9$40.7$7.26
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 3, 2025
Return Version
2024v5.1
Gross Receipts
$80,273
Mission and Program Overview

Mission

Make every child's potential a reality by engaging and empowering families and communities to advocate for ALL children

Program Services

DescriptionGrantsExpenses
Fit-A-Thon/Fun Run Proceeds in support of Campus Improvements and Educational Needs. This was for the entire school and included Chromebook charging carts, stools, books for library, STEM EiE kits, and tri-fold boards for grades 3-5, buddy bench, water filler stations-$21,769
Spring Fling Silent Auction Proceeds which went to certified staff grants. Items included educational supplies for students and budgeted for all 40 certified staff at school.-$4,041
PTA Hosted Community Events and Hospitality Luncheons. A Giveback to the PTA community that included Trunk or Treat, Cookies with Santa, Family Prom and Teacher Appreciation Luncheons throughout the school year-$3,258
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Shannon HeimburgerPta PresidentPT$0--
Kristin KhanPta Vice PresidentPT$0--
Marjori YamanagaPta TreasurerPT$0--
JessPta SecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Ocotillo Ridge PTA
EIN
90-0294229
Phone
5202500286
Address
10170 S White Lightning Ln, Vail, AZ 85641

Signing Officer

Name
Ore Pta
Title
PTA Treasurer
Phone
8583821754
Signed
2025-11-03
Supplemental Narrative

Additional Explanations

990-EZ, Part I, Line 16

“Shade Structures for Campus + PTA Admin expenses to include insurance, Money Minder Subscription, Square Processing Fees and Officer Training”

990-EZ, Part I, Line 8

“Copy Room Donation-Admin Supplies”

990-EZ, Part I, Line 10

“Teacher Classroom Grants, Teacher Appreciation, Classroom Supplies”

Raw XML Appendix194 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/CityNm0Vail
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd085641
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Shannon Heimburger
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Kristin Khan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Marjori Yamanaga
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jess
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PTA President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PTA Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PTA Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PTA Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt032495
IRS990EZ/OtherRevenueTotalAmt0301
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Make every child's potential a reality by engaging and empowering families and communities to advocate for ALL children
IRS990EZ/PrintingPublicationsPostageAmt0133
IRS990EZ/ProgramServiceRevenueAmt012846
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Fit-A-Thon/Fun Run Proceeds in support of Campus Improvements and Educational Needs. This was for the entire school and included Chromebook charging carts, stools, books for library, STEM EiE kits, and tri-fold boards for grades 3-5, buddy bench, water filler stations
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Spring Fling Silent Auction Proceeds which went to certified staff grants. Items included educational supplies for students and budgeted for all 40 certified staff at school.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PTA Hosted Community Events and Hospitality Luncheons. A Giveback to the PTA community that included Trunk or Treat, Cookies with Santa, Family Prom and Teacher Appreciation Luncheons throughout the school year
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt021769
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14041
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt23258
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt010756
IRS990EZ/SpecialEventsNetIncomeLossAmt0-2428
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt054620
IRS990EZ/TotalProgramServiceExpensesAmt029068
IRS990EZ/TotalRevenueAmt065601
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0Elementary School PTA
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt09389
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt011381
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt020770
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearAmt00
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt00
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt00
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt00
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt00
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IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearAmt00
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IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearAmt00
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt00
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt09389
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt011381
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt020770
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Shade Structures for Campus + PTA Admin expenses to include insurance, Money Minder Subscription, Square Processing Fees and Officer Training
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Copy Room Donation-Admin Supplies
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Teacher Classroom Grants, Teacher Appreciation, Classroom Supplies
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1990-EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2990-EZ, Part I, Line 10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ORE PTA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PTA Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08583821754
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Ocotillo Ridge PTA
ReturnHeader/Filer/BusinessNameControlTxt0OCOT
ReturnHeader/Filer/EIN0900294229
ReturnHeader/Filer/PhoneNum05202500286
ReturnHeader/Filer/USAddress/AddressLine1Txt010170 S White Lightning Ln
ReturnHeader/Filer/USAddress/CityNm0Vail
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085641
ReturnHeader/ReturnTs02025-11-03T17:38:07Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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