Presidio School FY2023 filing

Tax-deductible

Tucson, AZ501(c)(3)EducationEIN 86-0823912Revenue $5.1M in FY2023

On file with the IRSpresidioschool.com1695 E Fort Lowell Rd, 85719-2319 · Tucson, AZTax-exempt since Feb 1997School — 170(b)(1)(A)(ii)

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Educational services for students in kindergarten through 12th grade.

501(c)(3) charity; gifts are tax-deductible.
90¢ of each $1 spent went to programs.
$226K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
6 of 6
filings with a surplus
Average surplus $272K a year · 6% of revenue · last 6 filings
Looks good: a surplus in 6 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
90%
of spending
Looks good: 90% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$226K
to officers and key staff · 5% of spending
Looks good: pay to officers and key staff is 5% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
6 mo
of spending, in cash
Looks good: 5.5 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $336
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$2.6M
44% of total assets
Looks good: liabilities are 44% of assets; 50% or less.
Pt X · Ln 26
Independent board members
2
of 5 voting members
Worth a look: 2 of 5 voting members are independent, under half.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$5.1M
+5% vs prior year
Spent
$4.7M
To programs
90%
Net assets
$3.2M
By yearFY2020–FY2025
Revenue
$5.1M
FY2023▲ +5%
Tap a bar for its year
Revenue by fiscal year
FY2020$4.4M
FY2021$4.2M
FY2022$4.9M
FY2023$5.1M
FY2024$5.3M
FY2025$5.1M
Expenses
$4.7M
FY2023▲ +2%
Tap a bar for its year
Expenses by fiscal year
FY2020$4.2M
FY2021$4.1M
FY2022$4.6M
FY2023$4.7M
FY2024$4.9M
FY2025$4.9M
Net assets
$3.2M
FY2023▲ +16%
Tap a bar for its year
Net assets by fiscal year
FY2020$2.3M
FY2021$2.5M
FY2022$2.8M
FY2023$3.2M
FY2024$3.6M
FY2025$3.8M

From the FY2023 Form 990 (year ending June 2023) · figures checked against the IRS filing · see the original

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You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Feb 1997.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

90 cents of each dollar spent went to programs.

Program services 90% · $4.2M Management & general 10% · $475K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

5 people listed on the 990; $226K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
Scty/Sprntndnt
$125,926Pt VII · Sec A
$99,917Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A

Terry Garza’s $120K as Scty/Sprntndnt is at the 46th percentile of top reported officer pay among 3395 $1–10M education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 3 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Terry Garza$120,366$119,713$125,926$116,771$145,715$162,393
Jessica B Montierth-Puls$102,978$101,418$99,917$90,059$73,693—
Denice Chapman$76,103—————

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Provides educational services to students from kindergarten through 12th grade.

Questions for Presidio School

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Provided by the organization

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1 program · $4.2M · in their own filed words · FY2022
01

This public school serves the greater community with an educational alternative for students and parents.

$4.2Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2023
Total grants receivedfrom 1 funder$336

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$5.1M
Ln 12
Gifts and grantsLn 1h$4.9M
Fees for servicesLn 2g$226K
Investment incomeLn 3$13K
Money outPt IX
$4.7M
Ln 25
Programscol B$4.2M
Managementcol C$475K
Owns and owesPt X
$3.2M
net assets · Ln 32
Cash and savingsLn 1–2$2.2M
Total assetsLn 16$5.8M
LiabilitiesLn 26$2.6M
PeoplePt VI, VII
5
listed · VII A
PaidVII A2
Voting boardVI 1a5
IndependentVI 1b2
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$4.9M
Government grantsLn 1e$4.8M
Fees for servicesLn 2g$226K
Investment incomeLn 3$13K
Gains on assetsLn 7$0
Total revenueLn 12$5.1M
Assets in detailPt X, end of year
CashLn 1$0
SavingsLn 2$2.2M
Cash and savings togetherLn 1–2$2.2M
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$3.2M
Other assetsLn 15$0
Total assetsLn 16$5.8M
LiabilitiesLn 26$2.6M
Net assetsLn 32$3.2M
OperationsPt I, VI
EmployeesI 539
VolunteersI 63
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$1.7M$2.2M
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$3.4M$3.2M
Total assetsLn 16$5.4M$5.8M
LiabilitiesLn 26$2.6M$2.6M
Net assetsLn 32$2.8M$3.2M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$257K$228K$28K
Pay of disqualified personsLn 6$92K$82K$10K
Other salaries and wagesLn 7$2.7M$2.4M$303K
Pension plan contributionsLn 8$183K$163K$20K
Other employee benefitsLn 9$150K$134K$17K
Payroll taxesLn 10$130K$115K$15K
Management feesLn 11a$0
Legal feesLn 11b$18$18
Accounting feesLn 11c$17K$17K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$359K$325K$34K
Advertising and promotionLn 12$3K$3K$324
Office expensesLn 13$300K$296K$5K
Information technologyLn 14$6K$6K$631
RoyaltiesLn 15$0
OccupancyLn 16$111K$105K$6K
TravelLn 17$0
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$127K$121K$6K
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$158K$150K$8K
InsuranceLn 23$42K$37K$5K
All other expensesLn 24e$0
Total functional expensesLn 25$4.7M$4.2M$475K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $5.1M$4.9M$176K$3.8M 990 PDF
FY2024 $5.3M$4.9M$400K$3.6M 990 PDF
FY2023 Viewing $5.1M$4.7M$442K$3.2M 990 PDF
FY2022 $4.9M$4.6M$291K$2.8M 990 PDF
FY2021 $4.2M$4.1M$129K$2.5M 990 PDF
FY2020 $4.4M$4.2M$193K$2.3M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2023 990 (6 parts)
Part I · Summary $5,122,191 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $4,729,695$4,883,098
I-9 Program service revenuePrior year $143,956$225,766
I-10 Investment incomePrior year $1,505$13,327
I-11 Other revenue$0
I-12 Total revenuePrior year $4,875,156$5,122,191
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $3,437,798$3,556,521
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $1,145,968$1,124,059
I-18 Total expensesPrior year $4,583,766$4,680,580
I-19 Revenue less expensesPrior year $291,390$441,611
Part VI · Governance 2 of 5 board members independent, 1 to look at
VI-1a Voting members of the governing body5
VI-1b Independent voting members2
VI-2 Family or business relationship among officers or directorsYes
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $5,122,191 across 10 lines filed
VIII-1e Government grants$4,816,786
VIII-1f All other contributions, gifts and grants$66,312
VIII-1h Total contributions, gifts and grants$4,883,098
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $225,766$225,766
VIII-3 Investment incomeRelated to mission $13,327$13,327
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assets$0
VIII-8 Net income from fundraising events$0
VIII-12 Total revenueRelated to mission $239,093$5,122,191
Part IX · Statement of functional expenses $4,680,580 across 30 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staffPrograms $228,399 · Management $28,398$256,797
IX-6 Pay of disqualified personsPrograms $81,608 · Management $10,147$91,755
IX-7 Other salaries and wagesPrograms $2,440,579 · Management $303,455$2,744,034
IX-8 Pension plan contributionsPrograms $163,006 · Management $20,268$183,274
IX-9 Other employee benefitsPrograms $133,847 · Management $16,642$150,489
IX-10 Payroll taxesPrograms $115,462 · Management $14,710$130,172
IX-11a Management fees$0
IX-11b Legal feesManagement $18$18
IX-11c Accounting feesManagement $17,288$17,288
IX-11d Lobbying fees$0
IX-11e Professional fundraising fees$0
IX-11f Investment management fees$0
IX-11g Other fees for servicesPrograms $325,108 · Management $33,675$358,783
IX-12 Advertising and promotionPrograms $2,872 · Management $324$3,196
IX-13 Office expensesPrograms $295,543 · Management $4,855$300,398
IX-14 Information technologyPrograms $5,587 · Management $631$6,218
IX-15 Royalties$0
IX-16 OccupancyPrograms $105,097 · Management $5,531$110,628
IX-17 Travel$0
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 InterestPrograms $120,864 · Management $6,361$127,225
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortizationPrograms $150,386 · Management $7,915$158,301
IX-23 InsurancePrograms $37,257 · Management $4,747$42,004
IX-24e All other expenses$0
IX-25 Total functional expensesPrograms $4,205,615 · Management $474,965 · Fundraising $0$4,680,580
Part X · Balance sheet $5,759,697 assets, 19 lines filed
X-1 Cash, non-interest-bearing$0
X-2 Savings and temporary cash investmentsStart of year $1,672,392$2,156,728
X-3 Pledges and grants receivableStart of year $270,630$286,949
X-4 Accounts receivable$0
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred chargesStart of year $3,424$126,144
X-10c Land, buildings and equipment, netStart of year $3,413,125$3,189,876
X-11 Publicly traded securities$0
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assets$0
X-16 Total assetsStart of year $5,359,571$5,759,697
X-17 Accounts payable and accrued expensesStart of year $60,619$85,547
X-26 Total liabilitiesStart of year $2,595,267$2,553,782
X-27 Net assets without donor restrictionsStart of year $2,693,648$3,104,128
X-28 Net assets with donor restrictionsStart of year $70,656$101,787
X-32 Total net assets or fund balancesStart of year $2,764,304$3,205,915
X-33 Total liabilities and net assetsStart of year $5,359,571$5,759,697
Part XI · Reconciliation of net assets $3,205,915 net assets at year end
XI-1 Total revenue$5,122,191
XI-2 Total expenses$4,680,580
XI-3 Revenue less expenses$441,611
XI-4 Net assets at start of year$2,764,304
XI-10 Net assets at end of year$3,205,915

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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