Civic Intelligence

Tri-Scottsdale Foundation

990EZ • Fiscal year 2017 • EIN 20-5761457

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 13, 2018

8021 North 64th PlaceParadise Valley, AZ 85253

(602) 363-1272

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

40th percentile

-0.0%

Higher net margin than 40% of similar nonprofits.

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

Top Officer Pay

81st percentile

$12,000

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 13.2% of source-year revenue.

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

Asset Growth

8th percentile

-56%

Faster asset growth than 8% of similar nonprofits.

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

Revenue Growth

22nd percentile

-22%

Faster revenue growth than 22% of similar nonprofits.

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

Assets

Down

$17,995

Down $22,693 (-56%) from 2016

Net Assets

Down

$17,995

Down $22,693 (-56%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$91,016

Down $25,140 (-22%) from 2016

Expenses

Down

$91,043

Down $10,785 (-11%) from 2016

Net Income

Down

-$27

Down $14,355 (-100%) from 2016

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2010: $36,362Liabilities 2010: $02010Assets 2011: $18,642Net Assets 2011: $18,6422011Assets 2012: $17,921Net Assets 2012: $17,9212012Assets 2013: $25,368Net Assets 2013: $25,3682013Assets 2014: $29,118Net Assets 2014: $29,1182014Assets 2015: $26,360Net Assets 2015: $26,3602015Assets 2016: $40,688Net Assets 2016: $40,6882016Assets 2017: $17,995Net Assets 2017: $17,9952017Assets 2018: $23,467Net Assets 2018: $23,4672018Assets 2019: $37,101Net Assets 2019: $37,1012019Assets 2020: $67,903Net Assets 2020: $67,9032020Assets 2021: $94,363Net Assets 2021: $94,3632021Assets 2022: $80,655Net Assets 2022: $80,6552022

Highlighted filing

2017

Assets$17,995
Liabilities-
Net Assets$17,995

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2010: $43,454Expenses 2010: $30,047Net Income 2010: $13,4072010Revenue 2011: $35,212Expenses 2011: $52,932Net Income 2011: -$17,7202011Revenue 2012: $145,005Expenses 2012: $145,726Net Income 2012: -$7212012Revenue 2013: $123,289Expenses 2013: $115,842Net Income 2013: $7,4472013Revenue 2014: $137,553Expenses 2014: $133,803Net Income 2014: $3,7502014Revenue 2015: $113,832Expenses 2015: $116,590Net Income 2015: -$2,7582015Revenue 2016: $116,156Expenses 2016: $101,828Net Income 2016: $14,3282016Revenue 2017: $91,016Expenses 2017: $91,043Net Income 2017: -$272017Revenue 2018: $58,355Expenses 2018: $52,883Net Income 2018: $5,4722018Revenue 2019: $57,097Expenses 2019: $43,463Net Income 2019: $13,6342019Revenue 2020: $55,099Expenses 2020: $24,297Net Income 2020: $30,8022020Revenue 2021: $61,625Expenses 2021: $35,165Net Income 2021: $26,4602021Revenue 2022: $51,911Expenses 2022: $65,619Net Income 2022: -$13,7082022

Highlighted filing

2017

Revenue$91,016
Expenses$91,043
Net Income-$27
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 13, 2018
Return Version
2017v2.2
Gross Receipts
$120,233
Mission and Program Overview

Mission

Our mission is to promote health and wellmess through the growth of the sport of triathlon in scottsdale and the surrounding communities.

Program Services

DescriptionGrantsExpenses
OUR MISSION AND PURPOSE IS TO PROMOTE HEALTH AND WELLNESS THROUGH THE GROWTH OF THE SPORT OF TRIATHLON IN SCOTTSDALE IN AND AROUND THE SURROUNDING COMMUNITIES.$68,283-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LEWIS D ELLIOTDirectorPT$12,000-$12,000
C PRESTON MILLERDirector/VPPT$0--
Chris McClurgDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Tri-scottsdale Foundation
EIN
20-5761457
Phone
6023631272
Address
8021 NORTH 64TH PLACE, PARADISE VALLEY, AZ 85253

Signing Officer

Name
Tiffany Milliman
Title
Secretary
Signed
2018-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Birenbaum & Speen Pc
Address
11811 N Tatum Blvd Ste 3031, Phoenix, AZ 85028
Preparer
Mitchell B Speen
Phone
6026163471
Supplemental Narrative

Additional Explanations

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

| Donee's Name: SUSAN G KOMEN | Donee's Address: 2040 WEST BETHANY HOME ROAD STE 120 PHOENIX AZ 85015 | Relationship of Donee: donee | Cash Amount Given: $10610

Other Expenses.1001

Advertising and Promotion $486

Other Expenses.1002

Office Expenses $307

Other Expenses.1003

Information Technology $153

Other Expenses.1

meals and entertainment $3870

Other Expenses.2

insurance $2940

Other Expenses.3

event expenses - ROAD BLOCKS $2500

Other Expenses.4

TIMING COMPANY $2131

Other Expenses.5

security $1390

Other Expenses.6

event expense - port a john $1240

Other Expenses.7

BANK CHARGES $911

Other Expenses.8

equipment lease $836

Other Expenses.9

event expenses - bicycle $300

Other Expenses.10

MAIL BOX RENTAL $25

Other Assets.1012

Intangible Assets - Beginning $10000 Intangible Assets - Ending $10000

Other Assets.1

SIGNAGE - Beginning $5241 SIGNAGE - Ending $5241

Raw XML Appendix183 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/TitleTxt0Director/VP
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IRS990EZ/OrganizationHadUBIInd0false
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IRS990EZ/OtherChangesInNetAssetsAmt0-22666
IRS990EZ/OtherExpensesTotalAmt017089
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SalariesOtherCompEmplBnftAmt012000
IRS990EZ/SchoolOperatingInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt0-18978
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0AZ
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TotalExpensesAmt091043
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IRS990EZ/TotalRevenueAmt091016
IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.triscottsdale.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0115329
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0687671
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: SUSAN G KOMEN | Donee's Address: 2040 WEST BETHANY HOME ROAD STE 120 PHOENIX AZ 85015 | Relationship of Donee: donee | Cash Amount Given: $10610
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Advertising and Promotion $486
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses $307
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Information Technology $153
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4meals and entertainment $3870
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5insurance $2940
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6event expenses - ROAD BLOCKS $2500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7TIMING COMPANY $2131
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8security $1390
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9event expense - port a john $1240
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10BANK CHARGES $911
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11equipment lease $836
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12event expenses - bicycle $300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13MAIL BOX RENTAL $25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Intangible Assets - Beginning $10000 Intangible Assets - Ending $10000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15SIGNAGE - Beginning $5241 SIGNAGE - Ending $5241
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Assets.1
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TIFFANY MILLIMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRI-SCOTTSDALE FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0co Tiffany Milliman
ReturnHeader/Filer/BusinessNameControlTxt0TRI-
ReturnHeader/Filer/EIN0205761457
ReturnHeader/Filer/PhoneNum06023631272
ReturnHeader/Filer/USAddress/AddressLine1Txt08021 NORTH 64TH PLACE
ReturnHeader/Filer/USAddress/CityNm0PARADISE VALLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085253
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0860774367
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BIRENBAUM & SPEEN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011811 N Tatum Blvd Ste 3031
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Phoenix
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085028
ReturnHeader/PreparerPersonGrp/PhoneNum06026163471
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mitchell B Speen
ReturnHeader/ReturnTs02018-11-13T10:23:33-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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