Civic Intelligence

Tri-Scottsdale Foundation

990EZ • Fiscal year 2019 • EIN 20-5761457

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 09, 2021

8565 N Farview DrScottsdale, AZ 85258

(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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

79th percentile

24%

Higher net margin than 79% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

86th percentile

58%

Faster asset growth than 86% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

45th percentile

-2.2%

Faster revenue growth than 45% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$37,101

Up $13,634 (+58%) from 2018

Net Assets

Up

$37,101

Up $13,634 (+58%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$57,097

Down $1,258 (-2.2%) from 2018

Expenses

Down

$43,463

Down $9,420 (-18%) from 2018

Net Income

Up

$13,634

Up $8,162 (+149%) from 2018

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

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: $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$57,097
Expenses$43,463
Net Income$13,634
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 9, 2021
Return Version
2019v5.0
Gross Receipts
$66,370
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.

Ourmissionandpurposeistopromotehealthandwellnesssthroughthegrowthofthesportoftriathloninscottsdaleandthesurroundingcommunities.

Program Services

DescriptionGrantsExpenses
OURMISSIONANDPURPOSEISTOPROMOTEHEALTHANDWELLNESSTHROUGHTHEGROWTHOFTHESPORTOFTRIATHLONINSCOTTSDALEANDTHESURROUNDINGCOMMUNITIES$0$33,463
ADDITIONALLYWEUTILIZEOURPLATFORMTOSPECIFICALLYRAISEFUNDSFORVARIOUSLOCALCHARITIES.IN2019WEPROVIDEDA$10,000CHARITABLEDONATIONTO"DON'TBEACHUMPCHECKFORALUMP".$10,000$10,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN BALLARDPresident DirectorPT$0--
C PRESTON MILLERVP Director-$0--
DIANE BRUCHHAUSERSecretary Director-$0--
DEB NELLTreasurer Director-$0--
MANDI NILSENDirector-$0--
ANNA RISCHITELLIDirector-$0--
TIFFANY MILLIMANDirector-$0--
STEFAN PALYSDirector-$0--
Filing and Contact Details

Filer

Filer Name
Tri-scottsdale Foundation
EIN
20-5761457
Phone
4809228727
Address
8565 N Farview Dr, Scottsdale, AZ 85258

Signing Officer

Name
John Ballard
Title
President
Signed
2021-06-09
Supplemental Narrative

Additional Explanations

Item B - Amended Return

We've had some problems with our CPA (Mitch Speen) that filed the original return and it's not clear that it was amended for some minor changes (small adjustments to cash vs. accrual classifications directors). Before completing the 2020 return I want to know that 2019 is correct consistent with the correct closing opening balances. In addition it is not clear why this was paper filed and or not showing up in the public database of filed 990 returns. I had also requested of the IRS an abatement of the late filing penalty (due to our CPA's incompetence) via mail on April 27th 2021 and never heard anything back. I appreciate your help amending the return and abating the penalty. If you have any questions regarding the return or to help us getting back on track with on-time filings please call me at 480-922-8727. -John Ballard

Part I, line 10

| Grants And Similar Amounts Paid:, Amount:| Donation to Don't Be A Chump Check For A Lump TAX ID #27-4626148, $10000|

Part I, line 16

| Other Expenses:, Amount:| EVENT DURABLES (TENTS ETC.), $1610| INSURANCE, $550| TRIATHLON CAMP ACCOMODATIONS, $5120| GOVERNING BODIES DUES LICENSES FEES, $440| OTHER SERVICE FEES, $576| BANK SERVICE CHARGES, $487| FOOD AND BEVERAGE, $4969| PORTABLE TOILETS, $240| MARKETING SOCIAL MEDIA PROMO, $711| MISC. AND OTHER, $2602| SPONSORED ELITE & AMBASSADOR CLOTHING, $9017|

Part II, line 24

| Explanation:, BOYAmount:, EOYAmount:| Intangible Assets ($10,000) and Signage ($5,241), $15241, $15241|

Raw XML Appendix164 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0We've had some problems with our CPA (Mitch Speen) that filed the original return and it's not clear that it was amended for some minor changes (small adjustments to cash vs. accrual classifications directors). Before completing the 2020 return I want to know that 2019 is correct consistent with the correct closing opening balances. In addition it is not clear why this was paper filed and or not showing up in the public database of filed 990 returns. I had also requested of the IRS an abatement of the late filing penalty (due to our CPA's incompetence) via mail on April 27th 2021 and never heard anything back. I appreciate your help amending the return and abating the penalty. If you have any questions regarding the return or to help us getting back on track with on-time filings please call me at 480-922-8727. -John Ballard
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Grants And Similar Amounts Paid:, Amount:| Donation to Don't Be A Chump Check For A Lump TAX ID #27-4626148, $10000|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2| Other Expenses:, Amount:| EVENT DURABLES (TENTS ETC.), $1610| INSURANCE, $550| TRIATHLON CAMP ACCOMODATIONS, $5120| GOVERNING BODIES DUES LICENSES FEES, $440| OTHER SERVICE FEES, $576| BANK SERVICE CHARGES, $487| FOOD AND BEVERAGE, $4969| PORTABLE TOILETS, $240| MARKETING SOCIAL MEDIA PROMO, $711| MISC. AND OTHER, $2602| SPONSORED ELITE & AMBASSADOR CLOTHING, $9017|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3| Explanation:, BOYAmount:, EOYAmount:| Intangible Assets ($10,000) and Signage ($5,241), $15241, $15241|
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Item B - Amended Return
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part II, line 24
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN BALLARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-06-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRI-SCOTTSDALE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0TRI-
ReturnHeader/Filer/EIN0205761457
ReturnHeader/Filer/PhoneNum04809228727
ReturnHeader/Filer/USAddress/AddressLine1Txt08565 N Farview Dr
ReturnHeader/Filer/USAddress/CityNm0Scottsdale
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085258
ReturnHeader/ReturnTs02021-06-09T12:00:04-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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