Civic Intelligence

Scottish Heritage Society of Sarasota Inc

990EZ • Fiscal year 2014 • EIN 65-0423949

Apr 01, 2013 to Mar 31, 2014 • Filed on May 28, 2014

Organization ProfileWWW.SARASOTAHIGHLANDGAMES.COM
PO Box 5101334235

(941) 350-8822

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2014

Net Margin

100th percentile

213%

Higher net margin than 100% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

22nd percentile

-17%

Faster asset growth than 22% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Down

$23,553

Down $4,872 (-17%) from 2013

Net Assets

$23,553

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Up

-$2,292

Up $5,197 (+69%) from 2013

Expenses

Up

$2,580

Up $275 (+12%) from 2013

Net Income

Up

-$4,872

Up $4,922 (+50%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$40K$30K$20K$10K$0Assets 2011: $28,334Liabilities 2011: $0Net Assets 2011: $28,3342011Assets 2012: $38,219Liabilities 2012: $0Net Assets 2012: $38,2192012Assets 2013: $28,425Liabilities 2013: $02013Assets 2014: $23,553Liabilities 2014: $0Net Assets 2014: $23,5532014Assets 2015: $1,301Liabilities 2015: $0Net Assets 2015: $1,3012015Assets 2016: $2,320Liabilities 2016: $0Net Assets 2016: $2,3202016Assets 2017: $4,915Liabilities 2017: $0Net Assets 2017: $4,9152017

Highlighted filing

2014

Assets$23,553
Liabilities$0
Net Assets$23,553
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$20K$10K$0-$10K-$20K-$30KRevenue 2011: $15,869Expenses 2011: $7,447Net Income 2011: $8,4222011Revenue 2012: $15,935Expenses 2012: $6,050Net Income 2012: $9,8852012Revenue 2013: -$7,489Expenses 2013: $2,305Net Income 2013: -$9,7942013Revenue 2014: -$2,292Expenses 2014: $2,580Net Income 2014: -$4,8722014Revenue 2015: -$19,225Expenses 2015: $3,027Net Income 2015: -$22,2522015Revenue 2016: $3,662Expenses 2016: $2,643Net Income 2016: $1,0192016Revenue 2017: $5,424Expenses 2017: $2,829Net Income 2017: $2,5952017

Highlighted filing

2014

Revenue-$2,292
Expenses$2,580
Net Income-$4,872
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2013 to Mar 31, 2014
Signed
May 28, 2014
Return Version
2013v3.1
Gross Receipts
$79,105
Mission and Program Overview

Mission

Promote knowledge of scottish her

Program Services

DescriptionGrantsExpenses
THE SOCIETY IS A NON PROFIT ORGANIZATION DEDICATED THE PROMOTION EDUCATION AND ENRICHMENT OF SCOTTISH TRADITIONS AND CULTURE IN SOUTHWEST FLORIDA--
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TERESA R WIEGANDPresident-$0--
DOUGLAS C MAXWELLTreasurer-$0--
MURIEL MAXWELLCorresponding Secretary-$0--
TODD MCCLINCHYVice President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$69,853$69,853$11,412$58,441
Event 2$8,383$8,383$385$7,998
Total Events$78,236$78,236$81,397$-3,161
Filing and Contact Details

Filer

EIN
65-0423949

Signing Officer

Name
Teresa R Wiegand
Title
Treasurer
Phone
9413508822
Signed
2014-05-28
Discuss with paid preparer
Yes

Preparer

Preparer
Jody Anne Harvey Atp
Phone
9416974008
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountbank charges 192paypal fees 20post office box rental 60storage 828office supplies 571memberships 125advertising 689”

Raw XML Appendix187 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0TERESA R WIEGAND
IRS990EZ/BooksInCareOfDetail/PhoneNum09413508822
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine105309 ASHTON MANAOR DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/City0SARASOTA
IRS990EZ/BooksInCareOfDetail/USAddress/State0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode034233
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt028425
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt023553
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4872
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
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IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt09
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0860
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt028425
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TERESA R WIEGAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DOUGLAS C MAXWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MURIEL MAXWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TODD MCCLINCHY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CORRESPONDING SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt02485
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE KNOWLEDGE OF SCOTTISH HER
IRS990EZ/PrintingPublicationsPostageAmt095
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE SOCIETY IS A NON PROFIT ORGANIZATION DEDICATED THE PROMOTION EDUCATION AND ENRICHMENT OF SCOTTISH TRADITIONS AND CULTURE IN SOUTHWEST FLORIDA
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt081397
IRS990EZ/SpecialEventsNetIncomeLossAmt0-3161
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0FL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt02580
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt0-2292
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.SARASOTAHIGHLANDGAMES.COM
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0860
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01005
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03195
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt06286
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0800
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt012146
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt09
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt040
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt047
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt053
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0280
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0429
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt078236
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt079526
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt074638
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0550
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0232950
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt09
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt040
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt047
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt053
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0280
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0429
IRS990ScheduleA/InvestmentIncomeCYPct00.00170
IRS990ScheduleA/InvestmentIncomePYPct00.00510
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99830
IRS990ScheduleA/PublicSupportPY509Pct00.99490
IRS990ScheduleA/PublicSupportTotal509Amt0245096
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt079096
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt080531
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt03195
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt080924
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01350
IRS990ScheduleA/Total509Grp/TotalAmt0245096
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt079105
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt080571
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt03242
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt080977
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01630
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0245525
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt03475
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt03475
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt081397
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt023563
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt023563
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt014121
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt014121
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt069853
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt08383
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt078236
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt069853
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt08383
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt078236
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0HIGHLAND GAM
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0GOLF TOURNEY
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-3161
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt01745
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt0300
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt02045
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt011797
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt011412
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0385
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt024347
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt02049
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt026396
IRS990ScheduleG/LicensedStatesCd0FL
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTBANK CHARGES 192PAYPAL FEES 20POST OFFICE BOX RENTAL 60STORAGE 828OFFICE SUPPLIES 571MEMBERSHIPS 125ADVERTISING 689
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TERESA R WIEGAND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09413508822
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-28
ReturnHeader/Filer/BusinessName/BusinessNameLine10SCOTTISH HERITAGE SOCIETY OF SARASO
ReturnHeader/Filer/BusinessNameControlTxt0SCOT
ReturnHeader/Filer/EIN0650423949
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 51013
ReturnHeader/Filer/USAddress/City0SARASOTA
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode034235
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0300136410
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Spradtax Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine102821 Placida Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Englewood
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode034223
ReturnHeader/PreparerPersonGrp/PhoneNum09416974008
ReturnHeader/PreparerPersonGrp/PreparationDt02014-05-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JODY ANNE HARVEY ATP
ReturnHeader/ReturnTs02014-05-29T10:52:55-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-04-01
ReturnHeader/TaxPeriodEndDt02014-03-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,553
Liabilities
$0
Net assets
$23,553
Revenue
-$2,292
Expenses
$2,580
Net income
-$4,872
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$4.92$0.00$4.92$5.42$2.83$2.60
2016Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$3.66$2.64$1.02
2015Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$19.2$3.03$22.3
2014Detailed filing. Detailed filing data is available for this year.$23.6$0.00$23.6$2.29$2.58$4.87
2013Summary only. Only limited summary data is available for this year.$28.4$0.00$7.49$2.31$9.79
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$38.2$0.00$38.2$15.9$6.05$9.89
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.3$0.00$28.3$15.9$7.45$8.42