Civic Intelligence

Tri-Scottsdale Foundation

990EZ • Fiscal year 2019 • EIN 20-5761457

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 31, 2020

8021 North 64th PlaceParadise Valley, AZ 85253

(480) 922-8727

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$37,101

Flat from 2019

Net Assets

Flat

$37,101

Flat from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

Down

$49,442

Down $7,655 (-13%) from 2019

Expenses

Down

$35,808

Down $7,655 (-18%) from 2019

Net Income

Flat

$13,634

Flat from 2019

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 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

2019

Assets$37,101
Liabilities-
Net Assets$37,101

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: $49,442Expenses 2019: $35,808Net Income 2019: $13,6342019Revenue 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

2019

Revenue$49,442
Expenses$35,808
Net Income$13,634
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 31, 2020
Return Version
2019v5.0
Gross Receipts
$66,372
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.$35,808-
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
2020-07-31
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 $5,000.5

| Donee's Name: don't be a chump | Cash Amount Given: $10000

Other Expenses.1001

Advertising and Promotion $427

Other Expenses.1005

Travel $5120

Other Expenses.1012

Insurance $550

Other Expenses.1

food and beverage $4969

Other Expenses.2

event expenses - tents $1610

Other Expenses.3

athletic programs $1160

Other Expenses.4

general expenses $657

Other Expenses.5

BANK CHARGES $487

Other Expenses.6

dues & subscriptions $441

Other Expenses.8

event expense - port a john $240

Other Assets.1012

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

Other Assets.1

SIGNAGE - Beginning $5241 SIGNAGE - Ending $5241

Raw XML Appendix188 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/TitleTxt3Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OtherAssetsTotalDetail/EOYAmt015241
IRS990EZ/OtherExpensesTotalAmt015661
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0OUR MISSION IS TO PROMOTE HEALTH AND WELLMESS THROUGH THE GROWTH OF THE SPORT OF TRIATHLON IN SCOTTSDALE AND THE SURROUNDING COMMUNITIES.
IRS990EZ/PrintingPublicationsPostageAmt0306
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0OUR 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt035808
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt016930
IRS990EZ/SpecialEventsNetIncomeLossAmt0-10046
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0AZ
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.triscottsdale.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0549494
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: don't be a chump | Cash Amount Given: $10000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Advertising and Promotion $427
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Travel $5120
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $550
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4food and beverage $4969
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5event expenses - tents $1610
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6athletic programs $1160
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7general expenses $657
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8BANK CHARGES $487
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9dues & subscriptions $441
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10event expense - port a john $240
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Intangible Assets - Beginning $10000 Intangible Assets - Ending $10000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12SIGNAGE - Beginning $5241 SIGNAGE - Ending $5241
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.5
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ReturnHeader/BuildTS02022-02-16 14:24:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0John Ballard
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-31
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/ReturnTs02020-07-31T23:29:51-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.81$0.81$0.52$0.66$0.14
2021Detailed filing. Detailed filing data is available for this year.$0.94$0.94$0.62$0.35$0.26
2020Detailed filing. Detailed filing data is available for this year.$0.68$0.68$0.55$0.24$0.31
2019Detailed filing. Detailed filing data is available for this year.$0.37$0.37$0.49$0.36$0.14
2019Detailed filing. Detailed filing data is available for this year.$0.37$0.37$0.57$0.43$0.14
2018Detailed filing. Detailed filing data is available for this year.$0.23$0.23$0.58$0.53$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.18$0.18$0.91$0.91$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.41$0.41$1.16$1.02$0.14
2015Detailed filing. Detailed filing data is available for this year.$0.26$0.26$1.14$1.17$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.29$0.29$1.38$1.34$0.04
2013Detailed filing. Detailed filing data is available for this year.$0.25$0.25$1.23$1.16$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.18$0.18$1.45$1.46$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.19$0.19$0.35$0.53$0.18
2010Summary only. Only limited summary data is available for this year.$0.36$0.00$0.43$0.30$0.13