Civic Intelligence

Phoenix Scottish Rite Foundation Inc.

990 • Fiscal year 2019 • EIN 86-0605983

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 16, 2020

Organization ProfileSRMASON-AZ.ORG
7726 N 59th AveGlendale, AZ 85301

(602) 212-1073

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$617,300

Flat from 2019

Net Assets

Flat

$616,500

Flat from 2019

Liabilities

Flat

$800

Flat from 2019

Revenue And Expenses

Revenue

Flat

$27,327

Flat from 2019

Expenses

Flat

$10,643

Flat from 2019

Net Income

Flat

$16,684

Flat from 2019

Historical Trend

Balance Sheet Trend

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 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

2019

Assets$617,300
Liabilities$800
Net Assets$616,500
Open 2019 Filing

Operations Trend

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 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

2019

Revenue$27,327
Expenses$10,643
Net Income$16,684
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 16, 2020
Return Version
2019v5.0
Gross Receipts
$52,679
Mission and Program Overview

Mission

Education, evaluation and treatment of children with learning disablities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$527,354$598,916▲ $71,562
Savings and Temporary Cash Investments$19,435$18,384▼ $1,051
Accounts Receivable$1,943$0▼ $1,943
Cash and Non-Interest-Bearing Accounts-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$548,732$617,300▲ $68,568
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$1,252$800▼ $452
Total Liabilities$1,252$800▼ $452
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$345,416$414,436▲ $69,020
Net Assets With Donor Restrictions$202,064$202,064→ $0
Total Net Assets Fund Balance$547,480$616,500▲ $69,020
Total Liabilities and Net Assets / Fund Balance$548,732$617,300▲ $68,568

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$6,512$6,512
Compensation and Service Providers

Board Members and Trustees

NameTitle
Curtis WhiteChairman
Harman CadisDirector
James RaynovicDirector
John HermanDirector
Michael BernhardtDirector
Richard DriverDirector
Robert RimerDirector
Anthony DarinTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$10,582
Program Service Revenue
$0
Investment Income
$16,745
Other Revenue
$0
All Other Contributions
$10,582
Change in Net Assets
$16,684
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$10,643
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Office Expenses$5,379--$5,379
Fees for Service Investment Mgmnt Fees-$2,748-$2,748
Insurance-$1,265-$1,265
Fees for Services Accounting-$800-$800
Fees for Services Other-$376-$376
Fees for Services Legal-$75-$75
Total Functional Expenses$5,379$5,264$0$10,643
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

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

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“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
6022121073
Address
7726 N 59TH AVE, GLENDALE, AZ 85301

Signing Officer

Name
Bill Phelps
Title
Deputy
Signed
2020-11-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Curtis White
Voting Board Members
8
Independent Board Members
8
Employees
0

Preparer

Firm
Colby & Powell PLC
Address
1535 W Harvard Ave Ste 101, Gilbert, AZ 85233
Preparer
Scott T Powell
Phone
4806353200
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Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$617,300
Liabilities
$800
Net assets
$616,500
Revenue
$27,327
Expenses
$10,643
Net income
$16,684
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
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