Civic Intelligence

Arizona Trustee Association Inc

EIN 86-0604650 • 501(c)6 • Phoenix, AZ

Profile

To educate, promote, and adance the professional purposes of the arizona trustees

P O Box 17071Phoenix, AZ 85011-7071

www.arizonatrusteeassociation.com

Siviq Scores

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

Liabilities / Assets

49th percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

50th percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2023

Net Margin

7th percentile

-98%

Higher net margin than 7% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2023

Top Officer Pay

80th percentile

$600

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 6.1% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2022

Asset Growth

30th percentile

-14%

Faster asset growth than 30% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

86th percentile

37%

Faster revenue growth than 86% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets49th percentile

Assets

Down

$80,397

Down $13,265 (-14%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$80,397

Down $13,265 (-14%) from 2022

Operations
Liabilities / Revenue50th percentileNet Margin7th percentile

Revenue

Up

$13,479

Up $3,665 (+37%) from 2022

Expenses

Up

$26,744

Up $728 (+2.8%) from 2022

Net Income

Up

-$13,265

Up $2,937 (+18%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth30th percentile

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

$200K$150K$100K$50K$0Assets 2010: $118,635Net Assets 2010: $118,6352010Assets 2011: $138,577Net Assets 2011: $138,5772011Assets 2012: $143,618Net Assets 2012: $143,6182012Assets 2013: $151,709Net Assets 2013: $151,7092013Assets 2014: $152,973Net Assets 2014: $152,9732014Assets 2015: $155,405Net Assets 2015: $155,4052015Assets 2016: $152,118Net Assets 2016: $152,1182016Assets 2017: $149,981Net Assets 2017: $149,9812017Assets 2018: $143,717Net Assets 2018: $143,7172018Assets 2019: $142,383Net Assets 2019: $142,3832019Assets 2020: $125,239Net Assets 2020: $125,2392020Assets 2021: $109,864Net Assets 2021: $109,8642021Assets 2022: $93,662Net Assets 2022: $93,6622022Assets 2023: $80,397Net Assets 2023: $80,3972023

Highlighted filing

2023

Assets$80,397
Liabilities-
Net Assets$80,397
Open 2023 Filing

Operations Trend

Revenue Growth86th percentile

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

$60K$40K$20K$0-$20KRevenue 2010: $39,684Expenses 2010: $25,395Net Income 2010: $14,2892010Revenue 2011: $45,030Expenses 2011: $25,088Net Income 2011: $19,9422011Revenue 2012: $26,970Expenses 2012: $21,929Net Income 2012: $5,0412012Revenue 2013: $35,087Expenses 2013: $26,996Net Income 2013: $8,0912013Revenue 2014: $29,631Expenses 2014: $28,367Net Income 2014: $1,2642014Revenue 2015: $30,646Expenses 2015: $28,214Net Income 2015: $2,4322015Revenue 2016: $24,899Expenses 2016: $28,186Net Income 2016: -$3,2872016Revenue 2017: $25,886Expenses 2017: $28,023Net Income 2017: -$2,1372017Revenue 2018: $23,332Expenses 2018: $29,596Net Income 2018: -$6,2642018Revenue 2019: $26,236Expenses 2019: $27,570Net Income 2019: -$1,3342019Revenue 2020: $7,476Expenses 2020: $24,620Net Income 2020: -$17,1442020Revenue 2021: $7,510Expenses 2021: $22,885Net Income 2021: -$15,3752021Revenue 2022: $9,814Expenses 2022: $26,016Net Income 2022: -$16,2022022Revenue 2023: $13,479Expenses 2023: $26,744Net Income 2023: -$13,2652023

Highlighted filing

2023

Revenue$13,479
Expenses$26,744
Net Income-$13,265
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$80,397
Liabilities
-
Net assets
$80,397
Revenue
$13,479
Expenses
$26,744
Net income
-$13,265
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.80$0.80$0.13$0.27$0.13
2022Detailed filing. Detailed filing data is available for this year.$0.94$0.94$0.10$0.26$0.16
2021Detailed filing. Detailed filing data is available for this year.$1.10$1.10$0.08$0.23$0.15
2020Detailed filing. Detailed filing data is available for this year.$1.25$1.25$0.07$0.25$0.17
2019Detailed filing. Detailed filing data is available for this year.$1.42$1.42$0.26$0.28$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.44$1.44$0.23$0.30$0.06
2017Detailed filing. Detailed filing data is available for this year.$1.50$1.50$0.26$0.28$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.52$1.52$0.25$0.28$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.55$1.55$0.31$0.28$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.53$1.53$0.30$0.28$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.52$1.52$0.35$0.27$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.44$1.44$0.27$0.22$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.39$1.39$0.45$0.25$0.20
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.19$1.19$0.40$0.25$0.14
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 10, 2024
Return Version
2023v5.0
Gross Receipts
$34,421
Mission and Program Overview

Mission

Association is closed and this is the final return

SEE SCHEDULE O

Program Services

DescriptionGrantsExpenses
TO EDUCATE, PROMOTE, AND ADVANCE THE PROFESSIONAL PURPOSES OF THE TRUSTEES.--
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRENDA TUCSONTreasurerPT$600-$600
LAWRENCE E WILKPresidentPT$0--
CHRIS PERRYVice Preside-$0--
STEVEN STEEPSSecretary-$0--
DAVID L KNAPPERDirector-$0--
TRACEY DRUMMONDDirector-$0--
SANDI GABLEDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising$29,996$29,996-$29,996
Total Events$29,996$29,996$20,942$9,054
Filing and Contact Details

Filer

Filer Name
Arizona Trustee Association Inc
EIN
86-0604650
Phone
4802144527
Address
P O BOX 17071, PHOENIX, AZ 85011-7071

Signing Officer

Name
Brenda Tucson
Title
Treasurer
Phone
4802144527
Signed
2024-04-10
Discuss with paid preparer
Yes

Preparer

Firm
Denson & Co LLC
Address
771 CORPORATE DR STE 1050, LEXINGTON, KY 40503
Preparer
Jennifer R Denson
Phone
8594401405
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office expense 1,995 paypal fees 210 website 3,058 wx fees 431 total 5,694”

Form 990-ez, Part III

“To educate, promote, and advance the professional purposes of the arizona trustees.”

Raw XML Appendix123 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0BRENDA TUCSON
IRS990EZ/BooksInCareOfDetail/PhoneNum04802144527
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01400 N PIMA ROAD SUITE 100
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SCOTTSDALE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd085260
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt093662
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt080397
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt04345
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-13265
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt020450
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt093662
IRS990EZ/Form990TotalAssetsGrp/EOYAmt080397
IRS990EZ/FundraisingGrossIncomeAmt029996
IRS990EZ/GrossReceiptsAmt034421
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt080
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt093662
IRS990EZ/NetAssetsOrFundBalancesEOYAmt080397
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt093662
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt080397
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt3600
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LAWRENCE E WILK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHRIS PERRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STEVEN STEEPS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BRENDA TUCSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DAVID L KNAPPER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5TRACEY DRUMMOND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SANDI GABLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt05694
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SEE SCHEDULE O
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO EDUCATE, PROMOTE, AND ADVANCE THE PROFESSIONAL PURPOSES OF THE TRUSTEES.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt0600
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt020942
IRS990EZ/SpecialEventsNetIncomeLossAmt09054
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt026744
IRS990EZ/TotalRevenueAmt013479
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ARIZONATRUSTEEASSOCIATION.COM
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt020942
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUNDRAISING
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt020942
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt020942
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt029996
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt029996
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt029996
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt029996
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt09054
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE EXPENSE 1,995 PAYPAL FEES 210 WEBSITE 3,058 WX FEES 431 TOTAL 5,694
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO EDUCATE, PROMOTE, AND ADVANCE THE PROFESSIONAL PURPOSES OF THE ARIZONA TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRENDA TUCSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04802144527
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ARIZONA TRUSTEE ASSOCIATION INC
ReturnHeader/Filer/BusinessNameControlTxt0ARIZ
ReturnHeader/Filer/EIN0860604650
ReturnHeader/Filer/PhoneNum04802144527
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 17071
ReturnHeader/Filer/USAddress/CityNm0PHOENIX
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd0850117071
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0823833649
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DENSON & CO LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0771 CORPORATE DR STE 1050
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LEXINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd040503
ReturnHeader/PreparerPersonGrp/PhoneNum08594401405
ReturnHeader/PreparerPersonGrp/PreparationDt02024-06-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNIFER R DENSON
ReturnHeader/ReturnTs02024-06-25T11:05:08-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BRENDA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TUCSON
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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