Civic Intelligence

Tri-Scottsdale Foundation

990EZ • Fiscal year 2018 • EIN 20-5761457

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 15, 2019

8021 North 64th PlaceParadise Valley, AZ 85253

(480) 922-8727

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

62nd percentile

9.4%

Higher net margin than 62% 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

78th percentile

30%

Faster asset growth than 78% of similar nonprofits.

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

Revenue Growth

14th percentile

-36%

Faster revenue growth than 14% of similar nonprofits.

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

Assets

Up

$23,467

Up $5,472 (+30%) from 2017

Net Assets

Up

$23,467

Up $5,472 (+30%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$58,355

Down $32,661 (-36%) from 2017

Expenses

Down

$52,883

Down $38,160 (-42%) from 2017

Net Income

Up

$5,472

Up $5,499 (+20367%) from 2017

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

2018

Assets$23,467
Liabilities-
Net Assets$23,467

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

2018

Revenue$58,355
Expenses$52,883
Net Income$5,472
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 15, 2019
Return Version
2018v3.1
Gross Receipts
$62,061
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.$43,133-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
C PRESTON MILLERDirector/VPPT$0--
LEWIS D ELLIOTDirector-$0--
Chris McClurgPresident & CEOPT$0--
Erica McClurgVice PresidentPT$0--
Filing and Contact Details

Filer

Filer Name
Tri-scottsdale Foundation
EIN
20-5761457
Phone
4809228727
Address
8021 NORTH 64TH PLACE, PARADISE VALLEY, AZ 85253

Signing Officer

Name
John Ballard
Title
President
Signed
2019-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Mitchell B Speen CPA PLLC
Address
14050 North 83rd Avenue Suite 290, Peoria, AZ 85381
Preparer
Mitchell B Speen
Phone
6026163471
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.3

| Donee's Name: honor health - virginia piper | Donee's Address: 10460 North 92nd Street Scottsdale AZ 85258 | Relationship of Donee: donee | Cash Amount Given: $6000

Other Expenses.1002

Office Expenses $285

Other Expenses.1012

Insurance $550

Other Expenses.1

food and beverage $5446

Other Expenses.2

event expenses - ROAD BLOCKS $3366

Other Expenses.3

entertainment $2151

Other Expenses.4

event expense - port a john $1743

Other Expenses.6

security $1140

Other Expenses.7

BANK CHARGES $1006

Other Expenses.8

meals and entertainment $298

Other Expenses.10

supplies $131

Other Expenses.11

OTHER SERVICE FEES $58

Other Expenses.12

race expense $27

Other Expenses.13

vehicle expense $16

Other Assets.1012

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

Other Assets.1

SIGNAGE - Beginning $5241 SIGNAGE - Ending $5241

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.

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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt043133
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt07237
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: honor health - virginia piper | Donee's Address: 10460 North 92nd Street Scottsdale AZ 85258 | Relationship of Donee: donee | Cash Amount Given: $6000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $285
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $550
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3food and beverage $5446
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4event expenses - ROAD BLOCKS $3366
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5entertainment $2151
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6event expense - port a john $1743
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7security $1140
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8BANK CHARGES $1006
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9meals and entertainment $298
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10supplies $131
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11OTHER SERVICE FEES $58
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12race expense $27
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13vehicle expense $16
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 $5,000.3
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ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0John Ballard
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRI-SCOTTSDALE FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0co John Ballard
ReturnHeader/Filer/BusinessNameControlTxt0TRI-
ReturnHeader/Filer/EIN0205761457
ReturnHeader/Filer/PhoneNum04809228727
ReturnHeader/Filer/USAddress/AddressLine1Txt08021 NORTH 64TH PLACE
ReturnHeader/Filer/USAddress/CityNm0PARADISE VALLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085253
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0831394457
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Mitchell B Speen CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt014050 North 83rd Avenue Suite 290
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Peoria
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085381
ReturnHeader/PreparerPersonGrp/PhoneNum06026163471
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mitchell B Speen
ReturnHeader/ReturnTs02019-11-12T16:11:43-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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