Civic Intelligence

Tucson Scottish Rite Charitable Foundation

990 • Fiscal year 2014 • EIN 74-2484624

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 09, 2015

Organization ProfileWWW.TUCSONSCOTTISHRITE.ORG
PO Box 391Tucson, AZ 85702-0391

(520) 622-8364

Siviq Scores

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

Liabilities / Assets

60th percentile

0.11x

Higher debt load relative to assets than 60% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

94th percentile

2.84x

Higher debt load relative to revenue than 94% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

93rd percentile

58%

Higher net margin than 93% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

50th percentile

2.2%

Faster asset growth than 50% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

23rd percentile

-9.9%

Faster revenue growth than 23% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$941,468

Up $20,433 (+2.2%) from 2013

Net Assets

Up

$841,468

Up $20,433 (+2.5%) from 2013

Liabilities

Flat

$100,000

Flat from 2013

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin93rd percentile

Revenue

Down

$35,218

Down $3,870 (-9.9%) from 2013

Expenses

Up

$14,785

Up $80 (+0.5%) from 2013

Net Income

Down

$20,433

Down $3,950 (-16%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$1.0M$500K$0Assets 2011: $899,630Liabilities 2011: $140,946Net Assets 2011: $758,6842011Assets 2012: $937,547Liabilities 2012: $140,896Net Assets 2012: $796,6512012Assets 2013: $921,035Liabilities 2013: $100,000Net Assets 2013: $821,0352013Assets 2014: $941,468Liabilities 2014: $100,000Net Assets 2014: $841,4682014Assets 2019: $832,988Liabilities 2019: $02019Assets 2020: $869,579Liabilities 2020: $1Net Assets 2020: $869,5792020Assets 2021: $904,065Liabilities 2021: $1Net Assets 2021: $904,0652021Assets 2022: $821,889Liabilities 2022: $1Net Assets 2022: $821,8892022Assets 2023: $863,914Liabilities 2023: $0Net Assets 2023: $863,9142023Assets 2024: $905,321Liabilities 2024: $0Net Assets 2024: $905,3212024

Highlighted filing

2014

Assets$941,468
Liabilities$100,000
Net Assets$841,468
Open 2014 Filing

Operations Trend

Revenue Growth23rd percentile

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

$200K$100K$0-$100KRevenue 2011: $125,962Expenses 2011: $195,105Net Income 2011: -$69,1432011Revenue 2012: $52,854Expenses 2012: $14,887Net Income 2012: $37,9672012Revenue 2013: $39,088Expenses 2013: $14,705Net Income 2013: $24,3832013Revenue 2014: $35,218Expenses 2014: $14,785Net Income 2014: $20,4332014Revenue 2019: $50,145Expenses 2019: $14,148Net Income 2019: $35,9972019Revenue 2020: $39,721Expenses 2020: $3,130Net Income 2020: $36,5912020Revenue 2021: $44,275Expenses 2021: $9,789Net Income 2021: $34,4862021Revenue 2022: $53,211Expenses 2022: $135,061Net Income 2022: -$81,8502022Revenue 2023: $46,835Expenses 2023: $4,810Net Income 2023: $42,0252023Revenue 2024: $56,257Expenses 2024: $14,850Net Income 2024: $41,4072024

Highlighted filing

2014

Revenue$35,218
Expenses$14,785
Net Income$20,433
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 9, 2015
Return Version
2014v5.0
Gross Receipts
$35,218
Mission and Program Overview

Mission

Provide facilities and direct financial support for the treatment and diagnosis of pre-school children with speech and language disorders. Provide scholarships for graduate level studies in speech pathology at the university of arizona, and worthy high school students participating in rotc programs.

Provides buildings and financial support for the diagnosis and treatment of pre-school children with language disorders. Provides scholarship assistance for post graduate studies in speech pathology and for high school rotc programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$821,035$841,468▲ $20,433
Land, Buildings, and Equipment, Net$479,662$479,662→ $0
Investments in Publicly Traded Securities$349,876$302,389▼ $47,487
Other Notes and Loans Receivable, Net$0$138,558▲ $138,558
Cash and Non-Interest-Bearing Accounts$35,793$20,859▼ $14,934
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$921,035$941,468▲ $20,433
Other Assets Total$55,704$0▼ $55,704
Liabilities
Unsecured Notes Loans Payable$100,000$100,000→ $0
Total Liabilities$100,000$100,000→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$821,035$841,468▲ $20,433
Total Liabilities and Net Assets / Fund Balance$921,035$941,468▲ $20,433

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$479,662$37,928$517,590
Compensation and Service Providers
Top Officer Pay47th percentile

Board Members and Trustees

NameTitle
Marvin HoffmanPresident
Craig GrossVice President
Robert E GarnDirector
Rex H LeeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,705
Program Service Revenue
$0
Investment Income
$32,513
Other Revenue
$0
All Other Contributions
$2,705
Change in Net Assets
$20,433
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$9,404
Other Expenses$5,381
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$8,404--$8,404
Interest$5,000--$5,000
Grants to Domestic Individuals$1,000--$1,000
Travel-$350-$350
Office Expenses-$31-$31
Total Functional Expenses$14,404$381$0$14,785
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of ArizonaTucson, AZState of ArizonaScholarships for Students in the Graduate Program of the Hearing and Speech Department$8,404
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“Form 990 is prepared by an independent cpa and reviewed by the treasurer. Upon the treasurer's approval, a copy is provided to the entire board prior to filing.”

Form 990, Part VI, Section C, Line 19

“The governing documents are on file with the arizona corporation commission and are a public record. The financial statements, and other policy statements are on file in our office and are available upon request.”

Filing and Contact Details

Filer

Filer Name
Tucson Scottish Rite Charitable Foundation
EIN
74-2484624
Phone
5206228364
Address
PO BOX 391, TUCSON, AZ 85702-0391

Signing Officer

Name
Rex H Lee
Title
Treasurer
Phone
5206228364
Signed
2015-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marvin Hoffman
Formed
1988
Legal Domicile
Az
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
20

Preparer

Firm
Beachfleischman Pc
Address
1985 E RIVER ROAD SUITE 201, TUCSON, AZ 85718-7176
Preparer
Kelly L Meltzer CPA
Phone
5203214600
Raw XML Appendix319 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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IRS990/ActivityOrMissionDesc0PROVIDES BUILDINGS AND FINANCIAL SUPPORT FOR THE DIAGNOSIS AND TREATMENT OF PRE-SCHOOL CHILDREN WITH LANGUAGE DISORDERS. PROVIDES SCHOLARSHIP ASSISTANCE FOR POST GRADUATE STUDIES IN SPEECH PATHOLOGY AND FOR HIGH SCHOOL ROTC PROGRAMS.
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IRS990/Desc0TUCSON SCOTTISH RITE CHARITABLE FOUNDATION PROVIDES THE BUILDING FOR THE CHILD LANGUAGE CENTER, A NONPROFIT ORGANIZATION EXEMPT UNDER SECTION 501(C)(3). THE FOUNDATION ALSO PROVIDES SCHOLARSHIPS FOR STUDENTS IN THE GRADUATE PROGRAM OF THE HEARING AND SPEECH DEPARTMENT AT THE UNIVERSITY OF ARIZONA. THE FOUNDATION PROVIDES $4,202 PER SEMESTER. RECIPIENTS ARE SELECTED BY THE DEPARTMENT AND THE PROCESS IS MONITORED BY THE DIRECTOR OF THE CHILD LANGUAGE CENTER, WHO IS AN ADJUNCT FACULTY AT THE U OF A. IN ADDITION, THE FOUNDATION PROVIDES TEN $100 SCHOLARSHIPS TO STUDENTS PARTICIPATING IN JUNIOR ROTC IN VARIOUS HIGH SCHOOLS, AS RECOMMENDED BY TEACHERS AND OTHERS AT THE SCHOOLS.
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IRS990/MissionDesc0PROVIDE FACILITIES AND DIRECT FINANCIAL SUPPORT FOR THE TREATMENT AND DIAGNOSIS OF PRE-SCHOOL CHILDREN WITH SPEECH AND LANGUAGE DISORDERS. PROVIDE SCHOLARSHIPS FOR GRADUATE LEVEL STUDIES IN SPEECH PATHOLOGY AT THE UNIVERSITY OF ARIZONA, AND WORTHY HIGH SCHOOL STUDENTS PARTICIPATING IN ROTC PROGRAMS.
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IRS990ScheduleA/FactsAndCircumstancesTestTxt0IN PAST YEARS, TUCSON SCOTTISH RITE CHARITABLE FOUNDATION MAINTAINED A PROGRAM OF SOLICITATION OF FUNDS FROM MEMBERS, THE PUBLIC THAT HAS INTERESTS IN OUR PROJECT, AND COMMUNITY ORGANIZATIONS INTERESTED IN OUR SUPPORT OF THE CHILD LANGUAGE CENTER, A PUBLICLY SUPPORTED NONPROFIT ORGANIZATION OPERATED FOR THE DIAGNOSIS AND TREATMENT OF HEARING AND SPEECH DISABILITIES IN PRE-SCHOOL CHILDREN AGE 5 AND UNDER. THIS EFFORT HAS BEEN SLOWED SIGNIFICANTLY BY THE CURRENT STATE OF OUR ECONOMY AND DECLINING MEMBERSHIP IN THE SCOTTISH RITE MASONIC ORDER.FOR MANY YEARS, THE CHILD LANGUAGE CENTER WAS INCORPORATED WITHIN THE TUCSON SCOTTISH RITE CHARITABLE FOUNDATION AS PART OF THE FOUNDATION'S OPERATIONS. AS PUBLIC INTEREST GREW, IT WAS NECESSARY FOR AN EXPANSION OF THE PHYSICAL FACILITY TO ACCOMMODATE THE NEED. THE FOUNDATION ACQUIRED A BUILDING AND LAND FOR THE EXPANSION OF THE CENTER AND REFURBISHED IT TO MEET THEIR NEEDS. AS AN ADJUNCT CLINIC OF THE UNIVERSITY OF ARIZONA DEPARTMENT OF HEARING AND SPEECH, IT WAS, IN RECENT YEARS, NECESSARY TO EXPAND THE FACILITY BY ADDING AN ADDITIONAL BUILDING. THE NEW BUILDING WAS FUNDED BY A GRANT FROM A 501(C)(3) ORGANIZATION SUPPORTED BY THE PUBLIC, EXCEPT THE PROJECT COST EXCEEDED THE GRANT. A FRATERNAL ORGANIZATION GAVE THE FOUNDATION AN UNEXPECTED GRANT OF $110,000 TO SETTLE THE COST REMAINING. THE FOUNDATION FURTHER SERVES THE PUBLIC BY PROVIDING GRADUATE LEVEL SCHOLARSHIPS TO STUDENTS IN THE DEPARTMENT OF HEALING AND SPEECH, AND SMALL SCHOLARSHIPS TO HIGH SCHOOL STUDENTS THAT COMPLETE JR. ROTC COURSES.THE GOVERNING BODY OF THE FOUNDATION HAS BEEN SEEKING WAYS TO ATTAIN GRANTS AND DONATIONS FOR OUR SCHOLARSHIP PROGRAM AND THE FURTHER SUPPORT OF THE CHILD LANGUAGE CENTER.
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IRS990ScheduleI/RecipientTable/IRCSectionDesc0STATE OF ARIZONA
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION CONTRIBUTES TO THE UNIVERSITY OF ARIZONA FOR SCHOLARSHIPS FOR STUDENTS IN THE GRADUATE PROGRAM OF THE HEARING AND SPEECH DEPARTMENT. RECIPIENTS ARE SELECTED BY THE DEPARTMENT AND THE PROCESS IS MONITORED BY THE DIRECTOR OF THE CHILD LANGUAGE CENTER, WHO IS AN ADJUNCT FACULTY AT THE U OF A.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS PREPARED BY AN INDEPENDENT CPA AND REVIEWED BY THE TREASURER. UPON THE TREASURER'S APPROVAL, A COPY IS PROVIDED TO THE ENTIRE BOARD PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE GOVERNING DOCUMENTS ARE ON FILE WITH THE ARIZONA CORPORATION COMMISSION AND ARE A PUBLIC RECORD. THE FINANCIAL STATEMENTS, AND OTHER POLICY STATEMENTS ARE ON FILE IN OUR OFFICE AND ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
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IRS990/TaxExemptBondsInd00
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IRS990/WebsiteAddressTxt0WWW.TUCSONSCOTTISHRITE.ORG
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ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0REX H LEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
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ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-09
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BEACHFLEISCHMAN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01985 E RIVER ROAD SUITE 201
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ReturnHeader/PreparerPersonGrp/PhoneNum05203214600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KELLY L MELTZER CPA
ReturnHeader/ReturnTs02015-11-11T16:12:12-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$941,468
Liabilities
$100,000
Net assets
$841,468
Revenue
$35,218
Expenses
$14,785
Net income
$20,433
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.05$0.00$9.05$0.56$0.15$0.41
2023Detailed filing. Detailed filing data is available for this year.$8.64$0.00$8.64$0.47$0.05$0.42
2022Detailed filing. Detailed filing data is available for this year.$8.22$0.00$8.22$0.53$1.35$0.82
2021Detailed filing. Detailed filing data is available for this year.$9.04$0.00$9.04$0.44$0.10$0.34
2020Detailed filing. Detailed filing data is available for this year.$8.70$0.00$8.70$0.40$0.03$0.37
2019Summary only. Only limited summary data is available for this year.$8.33$0.00$0.50$0.14$0.36
2014Detailed filing. Detailed filing data is available for this year.$9.41$1.00$8.41$0.35$0.15$0.20
2013Summary only. Only limited summary data is available for this year.$9.21$1.00$8.21$0.39$0.15$0.24
2012Summary only. Only limited summary data is available for this year.$9.38$1.41$7.97$0.53$0.15$0.38
2011Summary only. Only limited summary data is available for this year.$9.00$1.41$7.59$1.26$1.95$0.69