Civic Intelligence

Parents and Teachers at Simis Inc

EIN 95-3545873 • 501(c)3 • Phoenix, AZ

Profile

Support teachers, parents, students of simis

7302 N 10th StreetPhoenix, AZ 85020

www.simispats.com

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 2024

Liabilities / Revenue

62nd percentile

0.00x

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

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

Net Margin

82nd percentile

31%

Higher net margin than 82% of similar nonprofits.

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

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 2024

Asset Growth

78th percentile

25%

Faster asset growth than 78% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

55th percentile

1.5%

Faster revenue growth than 55% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$345,575

Up $68,068 (+25%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$345,575

Up $68,068 (+25%) from 2023

Revenue

Up

$217,211

Up $3,135 (+1.5%) from 2023

Expenses

Down

$149,143

Down $14,523 (-8.9%) from 2023

Net Income

Up

$68,068

Up $17,658 (+35%) from 2023

Trend Graphs

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $110,853Liabilities 2011: $125Net Assets 2011: $110,7282011Assets 2012: $124,402Liabilities 2012: $139Net Assets 2012: $124,2632012Assets 2013: $150,949Net Assets 2013: $150,9492013Assets 2014: $146,451Liabilities 2014: $1,403Net Assets 2014: $145,0482014Assets 2015: $138,194Liabilities 2015: $1,564Net Assets 2015: $136,6302015Assets 2016: $142,716Net Assets 2016: $142,7162016Assets 2017: $126,946Net Assets 2017: $126,9462017Assets 2018: $184,374Liabilities 2018: $0Net Assets 2018: $184,3742018Assets 2019: $204,082Liabilities 2019: $0Net Assets 2019: $204,0822019Assets 2020: $227,551Liabilities 2020: $0Net Assets 2020: $227,5512020Assets 2021: $187,578Liabilities 2021: $0Net Assets 2021: $187,5782021Assets 2022: $227,097Liabilities 2022: $0Net Assets 2022: $227,0972022Assets 2023: $277,507Liabilities 2023: $0Net Assets 2023: $277,5072023Assets 2024: $345,575Liabilities 2024: $0Net Assets 2024: $345,5752024

Highlighted filing

2024

Assets$345,575
Liabilities$0
Net Assets$345,575

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $83,774Expenses 2011: $42,557Net Income 2011: $41,2172011Revenue 2012: $94,345Expenses 2012: $80,715Net Income 2012: $13,6302012Revenue 2013: $113,642Expenses 2013: $87,595Net Income 2013: $26,0472013Revenue 2014: $108,169Expenses 2014: $113,787Net Income 2014: -$5,6182014Revenue 2015: $126,256Expenses 2015: $134,993Net Income 2015: -$8,7372015Revenue 2016: $112,268Expenses 2016: $106,182Net Income 2016: $6,0862016Revenue 2017: $128,642Expenses 2017: $142,852Net Income 2017: -$14,2102017Revenue 2018: $221,969Expenses 2018: $166,335Net Income 2018: $55,6342018Revenue 2019: $212,284Expenses 2019: $191,767Net Income 2019: $20,5172019Revenue 2020: $203,136Expenses 2020: $179,667Net Income 2020: $23,4692020Revenue 2021: $51,646Expenses 2021: $91,619Net Income 2021: -$39,9732021Revenue 2022: $204,629Expenses 2022: $165,110Net Income 2022: $39,5192022Revenue 2023: $214,076Expenses 2023: $163,666Net Income 2023: $50,4102023Revenue 2024: $217,211Expenses 2024: $149,143Net Income 2024: $68,0682024

Highlighted filing

2024

Revenue$217,211
Expenses$149,143
Net Income$68,068

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.46$0.00$3.46$2.17$1.49$0.68
2023Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$2.14$1.64$0.50
2022Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$2.05$1.65$0.40
2021Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.52$0.92$0.40
2020Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$2.03$1.80$0.23
2019Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$2.12$1.92$0.21
2018Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$2.22$1.66$0.56
2017Detailed filing. Detailed filing data is available for this year.$1.27$1.27$1.29$1.43$0.14
2016Detailed filing. Detailed filing data is available for this year.$1.43$1.43$1.12$1.06$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.38$0.02$1.37$1.26$1.35$0.09
2014Detailed filing. Detailed filing data is available for this year.$1.46$0.01$1.45$1.08$1.14$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.51$1.51$1.14$0.88$0.26
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.24$0.00$1.24$0.94$0.81$0.14
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.11$0.00$1.11$0.84$0.43$0.41
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 7, 2025
Return Version
2023v6.0
Gross Receipts
$243,371
Mission and Program Overview

Mission

Support teachers, parents, students of simis

Parents and teachers at simis pats exists to develop and enrich student educational achievement by supporting our community of students, parents and staff at madison simis elementary.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$131,248$199,301▲ $68,053
Savings and Temporary Cash Investments$146,259$146,274▲ $15
Total Assets$277,507$345,575▲ $68,068
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$277,507$345,575▲ $68,068
Total Net Assets Fund Balance$277,507$345,575▲ $68,068
Total Liabilities and Net Assets / Fund Balance$277,507$345,575▲ $68,068
Compensation and Service Providers

Board Members and Trustees

NameTitle
Claudine WesselPresident
Rachel SalkinPresident Elect
Tanaya DempseyVice-president Community Outreach
Amy CzyzVice-president Fundraising
Jourdan ParkerVice-president Fundraising Elect
Jessica LyonVice-president Volunteer Coordinator
Bridget SterlingSecretary
Erin HartTreasurer
Brian CosperTreasurer Elect
Revenue and Support

Revenue Composition

Contributions and Grants
$212,311
Program Service Revenue
$0
Investment Income
$14
Other Revenue
$4,886
All Other Contributions
$212,311
Change in Net Assets
$68,068
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$76,596
Grants and Similar Amounts Paid$72,547
Total Fundraising Expense$29,268
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$72,547--$72,547
Other Expenses$31,746-$28,608$60,354
Advertising$7,809--$7,809
Office Expenses$3,213$2,571$643$6,427
Fees for Services Accounting-$1,300-$1,300
Insurance-$535-$535
Information Technology$86$68$17$171
Total Functional Expenses$115,401$4,474$29,268$149,143
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Madison School DistrictPhoenix, AZGovt SchoolGitt cards, supplies equip, teacher aids-
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 4

The organization made an adjustment to their bylaws - under the election and term section, the following phrase was updated a person shall not be eligible to serve more than two 2 consecutive terms in the same office with the exception of the teacher representative who may serve with no fixed term provided they have yearly approval of simis teachers and staff.

Form 990, Part VI, Section B, Line 11B

The treasurer of the organization distributes a pdf copy of the 990 to all board members for review and comment prior to the return being filed.

Form 990, Part VI, Section B, Line 12C

At each board and committee meeting, if there is a discussion of selecting or engaging a vendor or service provider, all in attendance are asked to recuse themselves from this discussion if there could be a perceived conflict. Annually, the organization reviews and discusses the conflict of interest policy and requests that each board member list and acknowledge any known conflicts.

Form 990, Part VI, Section B, Line 15

The board may hire and compensate individuals for necessary services rendered to the organization so long as such compensation is reasonable. The board shall determine reasonable compensation amounts based upon compensation paid by similarly situated nonprofits for like services. The board may rely upon salary studies, as well as data regarding compensation paid by peer organizations of similar size to determine reasonable compensation. The terms of such compensation and information relied upon shall be recorded in writing. An individual who is a member of the board who receives compensation, directly or indirectly from the organization for services, is precluded from participating in discussions or votes pertaining to their own compensation. Currently, all directors are volunteers.

Form 990, Part VI, Section C, Line 19

The organization will provide, in a timely manner, governing documents, including its conflict of interest policy, when requested in writing or in person.

Filing and Contact Details

Filer

Filer Name
Parents and Teachers at Simis Inc
EIN
95-3545873
Phone
6026647300
Address
7302 N 10TH STREET, PHOENIX, AZ 85020

Signing Officer

Name
Brian Cosper
Title
Treasurer
Phone
6026647300
Signed
2025-05-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brian Cosper
Formed
1980
Legal Domicile
Az
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
175

Preparer

Firm
Sechler Morgan Cpas Pllc
Address
2418 W BARROW DRIVE, CHANDLER, AZ 85224
Preparer
Kristina Morgan CPA
Phone
6022302700
Raw XML Appendix375 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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IRS990ScheduleA/PublicSupportPY170Pct00.99950
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IRS990ScheduleI/RecipientTable/IRCSectionDesc0Govt School
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt072547
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Gitt cards, supplies equip, teacher aids
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Madison School District
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt07302 N 10th St
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Phoenix
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IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE PATS VOLUNTEERS AND BOARD ARE VERY INVOLVED IN ALL SCHOOL FUNCTIONS AND EVENTS. THEY DIRECTLY PURCHASE NEEDED ITEMS OR RECEIVE RECEIPTS FOR REIMBURSEMENT FOR ITEMS TO FUND ACTIVITIES AND NEEDS OF THE SCHOOL, STAFF, STUDENTS, AND PARENTS. FOR FAMILY ASSISTANCE, PAYMENTS ARE MADE DIRECTLY TO THE SCHOOL.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I Line 2
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION MADE AN ADJUSTMENT TO THEIR BYLAWS - UNDER THE ELECTION AND TERM SECTION, THE FOLLOWING PHRASE WAS UPDATED A PERSON SHALL NOT BE ELIGIBLE TO SERVE MORE THAN TWO 2 CONSECUTIVE TERMS IN THE SAME OFFICE WITH THE EXCEPTION OF THE TEACHER REPRESENTATIVE WHO MAY SERVE WITH NO FIXED TERM PROVIDED THEY HAVE YEARLY APPROVAL OF SIMIS TEACHERS AND STAFF.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TREASURER OF THE ORGANIZATION DISTRIBUTES A PDF COPY OF THE 990 TO ALL BOARD MEMBERS FOR REVIEW AND COMMENT PRIOR TO THE RETURN BEING FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AT EACH BOARD AND COMMITTEE MEETING, IF THERE IS A DISCUSSION OF SELECTING OR ENGAGING A VENDOR OR SERVICE PROVIDER, ALL IN ATTENDANCE ARE ASKED TO RECUSE THEMSELVES FROM THIS DISCUSSION IF THERE COULD BE A PERCEIVED CONFLICT. ANNUALLY, THE ORGANIZATION REVIEWS AND DISCUSSES THE CONFLICT OF INTEREST POLICY AND REQUESTS THAT EACH BOARD MEMBER LIST AND ACKNOWLEDGE ANY KNOWN CONFLICTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD MAY HIRE AND COMPENSATE INDIVIDUALS FOR NECESSARY SERVICES RENDERED TO THE ORGANIZATION SO LONG AS SUCH COMPENSATION IS REASONABLE. THE BOARD SHALL DETERMINE REASONABLE COMPENSATION AMOUNTS BASED UPON COMPENSATION PAID BY SIMILARLY SITUATED NONPROFITS FOR LIKE SERVICES. THE BOARD MAY RELY UPON SALARY STUDIES, AS WELL AS DATA REGARDING COMPENSATION PAID BY PEER ORGANIZATIONS OF SIMILAR SIZE TO DETERMINE REASONABLE COMPENSATION. THE TERMS OF SUCH COMPENSATION AND INFORMATION RELIED UPON SHALL BE RECORDED IN WRITING. AN INDIVIDUAL WHO IS A MEMBER OF THE BOARD WHO RECEIVES COMPENSATION, DIRECTLY OR INDIRECTLY FROM THE ORGANIZATION FOR SERVICES, IS PRECLUDED FROM PARTICIPATING IN DISCUSSIONS OR VOTES PERTAINING TO THEIR OWN COMPENSATION. CURRENTLY, ALL DIRECTORS ARE VOLUNTEERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION WILL PROVIDE, IN A TIMELY MANNER, GOVERNING DOCUMENTS, INCLUDING ITS CONFLICT OF INTEREST POLICY, WHEN REQUESTED IN WRITING OR IN PERSON.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, Line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, Line 19
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04474
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0115401
IRS990/TotalFunctionalExpensesGrp/TotalAmt0149143
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IRS990/TotalRevenueGrp/ExclusionAmt014
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0217211
IRS990/TotalVolunteersCnt0175
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IRS990/WebsiteAddressTxt0SIMISPATS.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIAN COSPER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06026647300
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PARENTS AND TEACHERS AT SIMIS INC
ReturnHeader/Filer/BusinessNameControlTxt0PARE
ReturnHeader/Filer/EIN0953545873
ReturnHeader/Filer/PhoneNum06026647300
ReturnHeader/Filer/USAddress/AddressLine1Txt07302 N 10TH STREET
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0822851604
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SECHLER MORGAN CPAS PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02418 W BARROW DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHANDLER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085224
ReturnHeader/PreparerPersonGrp/PhoneNum06022302700
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KRISTINA MORGAN CPA
ReturnHeader/ReturnTs02025-05-07T02:49:13-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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