Civic Intelligence

Phoenix Scottish Rite Foundation Inc.

990 • Fiscal year 2017 • EIN 86-0605983

Jan 01, 2017 to Dec 31, 2017 • Filed on Dec 16, 2018

Organization ProfileSRMASON-AZ.ORG
14001 North 7th Street Suite F-111Phoenix, AZ 85022-4382

(602) 212-1090

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

85th percentile

31%

Higher net margin than 85% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

53rd percentile

$12,500

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 29.8% of source-year revenue.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

64th percentile

9.5%

Faster asset growth than 64% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

56th percentile

7.8%

Faster revenue growth than 56% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$576,209

Up $49,831 (+9.5%) from 2016

Net Assets

Up

$576,209

Up $49,831 (+9.5%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin85th percentile

Revenue

Up

$41,964

Up $3,026 (+7.8%) from 2016

Expenses

Up

$28,895

Up $22,397 (+345%) from 2016

Net Income

Down

$13,069

Down $19,371 (-60%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$800K$600K$400K$200K$0Assets 2011: $288,462Liabilities 2011: $9,289Net Assets 2011: $279,1732011Assets 2012: $288,612Liabilities 2012: $0Net Assets 2012: $288,6122012Assets 2013: $376,123Liabilities 2013: $0Net Assets 2013: $376,1232013Assets 2014: $474,095Liabilities 2014: $0Net Assets 2014: $474,0952014Assets 2015: $471,378Liabilities 2015: $0Net Assets 2015: $471,3782015Assets 2016: $526,378Liabilities 2016: $0Net Assets 2016: $526,3782016Assets 2017: $576,209Liabilities 2017: $0Net Assets 2017: $576,2092017Assets 2018: $548,732Liabilities 2018: $1,252Net Assets 2018: $547,4802018Assets 2019: $617,300Liabilities 2019: $800Net Assets 2019: $616,5002019Assets 2020: $663,202Liabilities 2020: $0Net Assets 2020: $663,2022020Assets 2021: $695,407Liabilities 2021: $0Net Assets 2021: $695,4072021Assets 2022: $558,084Liabilities 2022: $0Net Assets 2022: $558,0842022Assets 2023: $600,033Liabilities 2023: $0Net Assets 2023: $600,0332023Assets 2024: $622,236Liabilities 2024: $0Net Assets 2024: $622,2362024

Highlighted filing

2017

Assets$576,209
Liabilities$0
Net Assets$576,209
Open 2017 Filing

Operations Trend

Revenue Growth56th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $31,817Expenses 2011: $51,524Net Income 2011: -$19,7072011Revenue 2012: $24,533Expenses 2012: $33,186Net Income 2012: -$8,6532012Revenue 2013: $100,181Expenses 2013: $24,577Net Income 2013: $75,6042013Revenue 2014: $123,131Expenses 2014: $77,882Net Income 2014: $45,2492014Revenue 2015: $44,499Expenses 2015: $15,066Net Income 2015: $29,4332015Revenue 2016: $38,938Expenses 2016: $6,498Net Income 2016: $32,4402016Revenue 2017: $41,964Expenses 2017: $28,895Net Income 2017: $13,0692017Revenue 2018: $19,005Expenses 2018: $33,376Net Income 2018: -$14,3712018Revenue 2019: $27,327Expenses 2019: $10,643Net Income 2019: $16,6842019Revenue 2020: $30,309Expenses 2020: $15,962Net Income 2020: $14,3472020Revenue 2021: $42,447Expenses 2021: $42,712Net Income 2021: -$2652021Revenue 2022: $32,744Expenses 2022: $48,915Net Income 2022: -$16,1712022Revenue 2023: $34,519Expenses 2023: $30,834Net Income 2023: $3,6852023Revenue 2024: $40,415Expenses 2024: $44,636Net Income 2024: -$4,2212024

Highlighted filing

2017

Revenue$41,964
Expenses$28,895
Net Income$13,069
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Dec 16, 2018
Return Version
2017v2.3
Gross Receipts
$107,030
Mission and Program Overview

Mission

Education, evaluation and treatment of children with learning disablities.

Education, evaluation & treatment of children with learning disabilities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$490,956$552,462▲ $61,506
Savings and Temporary Cash Investments$25,112$14,494▼ $10,618
Accounts Receivable$10,310$9,253▼ $1,057
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$526,378$576,209▲ $49,831
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Temporarily Rstr Net Assets$202,064$302,286▲ $100,222
Unrestricted Net Assets$324,314$273,923▼ $50,391
Total Net Assets Fund Balance$526,378$576,209▲ $49,831
Total Liabilities and Net Assets / Fund Balance$526,378$576,209▲ $49,831

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$6,512$6,512
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleBaseTotal
Curtis WhiteChairman$12,500$12,500

Board Members and Trustees

NameTitle
Christopher HagenianDirector
David StankowDirector
James RaynovicDirector
Mark HesterDirector
Ralph FellowsDirector
Richard DriverDirector
Anthony DarinTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$12,843
Program Service Revenue
$0
Investment Income
$29,121
Other Revenue
$0
All Other Contributions
$12,843
Change in Net Assets
$13,069
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$13,395
Salaries, Compensation, and Employee Benefits$12,500
Grants and Similar Amounts Paid$3,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$12,500--$12,500
Grants to Domestic Orgs$3,000--$3,000
Insurance-$1,788-$1,788
Fees for Service Investment Mgmnt Fees-$1,521-$1,521
Office Expenses-$1,429-$1,429
Fees for Services Accounting-$1,400-$1,400
Travel$781--$781
Other Expenses$6,092$45-$45
Total Functional Expenses$22,373$6,522$0$28,895
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
Backup withholding compliance
Yes
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 11B

“The form 990 is provided to the foundation's treasurer and president for their review before it is filed.”

Form 990, Part VI, Section C, Line 19

“Copies of governing documents and financial statements are provided upon request.”

Filing and Contact Details

Filer

Filer Name
Phoenix Scottish Rite Foundation Inc
EIN
86-0605983
Phone
6022121090
Address
14001 NORTH 7TH STREET SUITE F-111, PHOENIX, AZ 85022-4382

Signing Officer

Name
Harman Cadis
Title
Personal Representative
Phone
6022121090
Signed
2018-12-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Eric Leibsohn
Formed
1988
Legal Domicile
Az
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
8

Preparer

Firm
Beachfleischman Pc
Address
1985 E RIVER ROAD SUITE 201, TUCSON, AZ 85718
Preparer
Karen K Mccloskey CPA
Phone
5203214600
Raw XML Appendix380 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/ExplanationTxt0THE FORM 990 IS PROVIDED TO THE FOUNDATION'S TREASURER AND PRESIDENT FOR THEIR REVIEW BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COPIES OF GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE PROVIDED UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
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IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0AZ
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0202064
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0302286
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0526378
IRS990/TotalAssetsEOYAmt0576209
IRS990/TotalAssetsGrp/BOYAmt0526378
IRS990/TotalAssetsGrp/EOYAmt0576209
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt012843
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06522
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt022373
IRS990/TotalFunctionalExpensesGrp/TotalAmt028895
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0526378
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0576209
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt022373
IRS990/TotalReportableCompFromOrgAmt012500
IRS990/TotalRevenueGrp/ExclusionAmt029121
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt041964
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
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IRS990/TotReportableCompRltdOrgAmt00
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IRS990/TravelGrp/TotalAmt0781
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IRS990/UnrelatedBusIncmOverLimitInd00
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ReturnHeader/BusinessOfficerGrp/SignatureDt02018-12-16
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ReturnHeader/FilingSecurityInformation/IPDt02018-12-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0US
ReturnHeader/FilingSecurityInformation/IPTm017:37:39
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0860683059
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BEACHFLEISCHMAN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01985 E RIVER ROAD SUITE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TUCSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085718
ReturnHeader/PreparerPersonGrp/PhoneNum05203214600
ReturnHeader/PreparerPersonGrp/PreparationDt02018-12-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KAREN K MCCLOSKEY CPA
ReturnHeader/ReturnTs02018-12-17T09:53:50-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$576,209
Liabilities
$0
Net assets
$576,209
Revenue
$41,964
Expenses
$28,895
Net income
$13,069
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.22$0.00$6.22$0.40$0.45$0.04
2023Detailed filing. Detailed filing data is available for this year.$6.00$0.00$6.00$0.35$0.31$0.04
2022Detailed filing. Detailed filing data is available for this year.$5.58$0.00$5.58$0.33$0.49$0.16
2021Detailed filing. Detailed filing data is available for this year.$6.95$0.00$6.95$0.42$0.43$0.00
2020Detailed filing. Detailed filing data is available for this year.$6.63$0.00$6.63$0.30$0.16$0.14
2019Detailed filing. Detailed filing data is available for this year.$6.17$0.01$6.17$0.27$0.11$0.17
2018Detailed filing. Detailed filing data is available for this year.$5.49$0.01$5.47$0.19$0.33$0.14
2017Detailed filing. Detailed filing data is available for this year.$5.76$0.00$5.76$0.42$0.29$0.13
2016Detailed filing. Detailed filing data is available for this year.$5.26$0.00$5.26$0.39$0.06$0.32
2015Detailed filing. Detailed filing data is available for this year.$4.71$0.00$4.71$0.44$0.15$0.29
2014Summary only. Only limited summary data is available for this year.$4.74$0.00$4.74$1.23$0.78$0.45
2013Summary only. Only limited summary data is available for this year.$3.76$0.00$3.76$1.00$0.25$0.76
2012Summary only. Only limited summary data is available for this year.$2.89$0.00$2.89$0.25$0.33$0.09
2011Summary only. Only limited summary data is available for this year.$2.88$0.09$2.79$0.32$0.52$0.20