Civic Intelligence

Caledonian Society of Arizona

EIN 74-2362123 • 501(c)3 • Phoenix, AZ

Phoenix, AZ
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

27th percentile

-15%

Higher net margin than 27% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

28th percentile

-27%

Faster asset growth than 28% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

64th percentile

10%

Faster revenue growth than 64% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$65,216

Down $23,760 (-27%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$65,216

Down $23,760 (-27%) from 2022

Operations
Liabilities / Revenue62nd percentileNet Margin27th percentile

Revenue

Up

$284,204

Up $26,645 (+10%) from 2022

Expenses

Up

$326,262

Up $118,549 (+57%) from 2022

Net Income

Down

-$42,058

Down $91,904 (-184%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth28th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0Assets 2011: $13,447Liabilities 2011: $0Net Assets 2011: $13,4472011Assets 2012: $39,326Liabilities 2012: $0Net Assets 2012: $39,3262012Assets 2013: $20,511Liabilities 2013: $210Net Assets 2013: $20,3012013Assets 2014: $52,132Liabilities 2014: $210Net Assets 2014: $51,9222014Assets 2015: $58,065Liabilities 2015: $1,220Net Assets 2015: $56,8452015Assets 2016: $55,641Liabilities 2016: $02016Assets 2017: $31,787Liabilities 2017: $800Net Assets 2017: $30,9872017Assets 2018: $23,072Liabilities 2018: $0Net Assets 2018: $23,0722018Assets 2019: $33,371Liabilities 2019: $0Net Assets 2019: $33,3712019Assets 2020: $19,423Liabilities 2020: $0Net Assets 2020: $19,4232020Assets 2021: $6,156Liabilities 2021: $0Net Assets 2021: $6,1562021Assets 2022: $88,976Liabilities 2022: $0Net Assets 2022: $88,9762022Assets 2023: $65,216Liabilities 2023: $0Net Assets 2023: $65,2162023

Highlighted filing

2023

Assets$65,216
Liabilities$0
Net Assets$65,216
Open 2023 Filing

Operations Trend

Revenue Growth64th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$300K$200K$100K$0-$100KRevenue 2011: $114,742Expenses 2011: $100,143Net Income 2011: $14,5992011Revenue 2012: $140,799Expenses 2012: $131,631Net Income 2012: $9,1682012Revenue 2013: $170,146Expenses 2013: $172,344Net Income 2013: -$2,1982013Revenue 2014: $218,723Expenses 2014: $187,102Net Income 2014: $31,6212014Revenue 2015: $225,993Expenses 2015: $217,668Net Income 2015: $8,3252015Revenue 2016: $15,521Expenses 2016: $18,774Net Income 2016: -$3,2532016Revenue 2017: $193,960Expenses 2017: $217,048Net Income 2017: -$23,0882017Revenue 2018: $211,879Expenses 2018: $221,077Net Income 2018: -$9,1982018Revenue 2019: $221,866Expenses 2019: $213,264Net Income 2019: $8,6022019Revenue 2020: $208,081Expenses 2020: $222,029Net Income 2020: -$13,9482020Revenue 2021: $15,550Expenses 2021: $9,394Net Income 2021: $6,1562021Revenue 2022: $257,559Expenses 2022: $207,713Net Income 2022: $49,8462022Revenue 2023: $284,204Expenses 2023: $326,262Net Income 2023: -$42,0582023

Highlighted filing

2023

Revenue$284,204
Expenses$326,262
Net Income-$42,058
Open 2023 Filing

Filings

Most recent year

2023 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$65,216
Liabilities
$0
Net assets
$65,216
Revenue
$284,204
Expenses
$326,262
Net income
-$42,058
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.65$0.00$0.65$2.84$3.26$0.42
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.89$0.00$0.89$2.58$2.08$0.50
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.06$0.00$0.06$0.16$0.09$0.06
2020Summary only. Only limited summary data is available for this year.$0.19$0.00$0.19$2.08$2.22$0.14
2019Summary only. Only limited summary data is available for this year.$0.33$0.00$0.33$2.22$2.13$0.09
2018Summary only. Only limited summary data is available for this year.$0.23$0.00$0.23$2.12$2.21$0.09
2017Summary only. Only limited summary data is available for this year.$0.32$0.01$0.31$1.94$2.17$0.23
2016Summary only. Only limited summary data is available for this year.$0.56$0.00$0.16$0.19$0.03
2015Summary only. Only limited summary data is available for this year.$0.58$0.01$0.57$2.26$2.18$0.08
2014Summary only. Only limited summary data is available for this year.$0.52$0.00$0.52$2.19$1.87$0.32
2013Summary only. Only limited summary data is available for this year.$0.21$0.00$0.20$1.70$1.72$0.02
2012Summary only. Only limited summary data is available for this year.$0.39$0.00$0.39$1.41$1.32$0.09
2011Summary only. Only limited summary data is available for this year.$0.13$0.00$0.13$1.15$1.00$0.15
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 30, 2024
Return Version
2023v5.0
Gross Receipts
$284,204
Mission and Program Overview

Mission

Art Culture and Heritage of Scotland

To promote, support and encourage art, culture and heritage of Scotland thru the sponsorship of activities such as but not limited to the Annual gathering and highland games.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$85,576$66,227▼ $19,349
Inventories for Sale or Use-$-261-
Accounts Receivable$3,400$-750▼ $4,150
Total Assets$88,976$65,216▼ $23,760
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$88,976$65,216▼ $23,760
Total Net Assets Fund Balance$88,976$65,216▼ $23,760
Total Liabilities and Net Assets / Fund Balance$88,976$65,216▼ $23,760
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
David McBeePresident
Mark PelletierVice President
Ginni CarldwellTrustee
Kevin ConquestTrustee
Pat SchullerTrustee
Linda McGuireSecretary
Dale LewisTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$284,176
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$28
All Other Contributions
$2,845
Change in Net Assets
$-42,058
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Total Fundraising Expense$288,607
Other Expenses$264,231
Professional Fundraising Fees$62,031
Grants and Similar Amounts Paid$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$2,591$0$160,491$163,082
Fees for Services Professional Fundraising--$62,031$62,031
Advertising$0$22,588$19,140$41,728
Payments to Affiliates$0$0$20,043$20,043
Conferences and Meetings$594$0$17,000$17,594
Fees for Services Management$2,975$499$4,070$7,544
Office Expenses$1,659$280$3,774$5,713
Insurance$4,738$0$0$4,738
Travel$0$0$2,058$2,058
Information Technology$1,698$0$0$1,698
Fees for Services Accounting$0$33$0$33
Total Functional Expenses$14,255$23,400$288,607$326,262
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$62,031

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Highland Dance$270,047$270,047$22,629$247,418
Total Events$270,047$270,047$127,868$142,179
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Caledonian Society of Arizona
EIN
74-2362123
Phone
6025260612
Address
PO BOX 50092, Phoenix, AZ 85076

Signing Officer

Name
Dale Lewis
Title
Treasurer
Phone
6025260612
Signed
2024-03-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dale Lewis
Formed
2018
Legal Domicile
Az
Voting Board Members
4
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
New Beginnings One Stop Tax Relief
Address
5010 E Warner Rd Suite 115B, Phoenix, AZ 85044
Preparer
Channika Daniels
Phone
4806637867
Supplemental Narrative

Additional Explanations

Pt VI, Line 8A

“Minutes of the Governing Board and Committees where applicable and available upon request.”

Pt VI, Line 8B

“Minutes of the Committees where applicable and available upon request.”

Pt VI, Line 11B

“Review of the 990 takes place with the treasurer/board before filing the return.”

Pt VI, Line 12C

“A Conflict of Interest Policy is in place.”

Pt VI, Line 15A

“CEO, Executive Director, Top Management are not compensated at this time, this is a 100% volunteer organization.”

Pt VI, Line 18

“Public review of the 990 is made available upon request.”

Pt VI, Line 19

“Public review of any governing documents are made available upon request.”

Pt XI

“Balance Sheet Adjustments to Balance”

Raw XML Appendix389 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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IRS990/BooksInCareOfDetail/USAddress/CityNm0Scottsdale
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IRS990/BooksInCareOfDetail/USAddress/ZIPCd085251
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IRS990/Form990PartVIISectionAGrp/OfficerInd3X
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IRS990/Form990PartVIISectionAGrp/PersonNm2Kevin Conquest
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IRS990/Form990PartVIISectionAGrp/TitleTxt6Vice President
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0284204
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0250758
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt015550
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt03785
IRS990ScheduleA/Total509Grp/TotalAmt0554297
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0554297
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0127868
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt026477
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt026477
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Highland Dance
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0270047
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0270047
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0270047
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0270047
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0142179
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt022629
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt022629
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt078762
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt078762
IRS990ScheduleG/LicensedStatesCd0AZ
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Minutes of the Governing Board and Committees where applicable and available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Minutes of the Committees where applicable and available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Review of the 990 takes place with the treasurer/board before filing the return.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A Conflict of Interest Policy is in place.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CEO, Executive Director, Top Management are not compensated at this time, this is a 100% volunteer organization.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Public review of the 990 is made available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Public review of any governing documents are made available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Balance Sheet Adjustments to Balance
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt VI, Line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Pt XI
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IRS990/SubjectToProxyTaxInd0false
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IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt065216
IRS990/TotalAssetsGrp/BOYAmt088976
IRS990/TotalAssetsGrp/EOYAmt065216
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0284176
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0288607
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt023400
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt014255
IRS990/TotalFunctionalExpensesGrp/TotalAmt0326262
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt088976
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt065216
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt014255
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0284204
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt088976
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt065216
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/FundraisingAmt02058
IRS990/TravelGrp/ManagementAndGeneralAmt00
IRS990/TravelGrp/ProgramServicesAmt00
IRS990/TravelGrp/TotalAmt02058
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt08532 E Sells Dr
IRS990/USAddress/CityNm0Scottsdale
IRS990/USAddress/StateAbbreviationCd0AZ
IRS990/USAddress/ZIPCd085251
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0www.arizonascots.com
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Dale Lewis
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06025260612
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Caledonian Society of Arizona
ReturnHeader/Filer/BusinessNameControlTxt0CALE
ReturnHeader/Filer/EIN0742362123
ReturnHeader/Filer/PhoneNum06025260612
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 50092
ReturnHeader/Filer/USAddress/CityNm0Phoenix
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085076
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0822695899
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0New Beginnings One Stop Tax Relief
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05010 E Warner Rd Suite 115B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Phoenix
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085044
ReturnHeader/PreparerPersonGrp/PhoneNum04806637867
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Channika Daniels
ReturnHeader/ReturnTs02024-03-29T17:08:20-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Dale
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Lewis
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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