Civic Intelligence

Phoenix Scottish Rite Foundation Inc.

990 • Fiscal year 2020 • EIN 86-0605983

Jan 01, 2020 to Dec 31, 2020 • Filed on May 24, 2022

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

(480) 606-8013

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

27th percentile

0.00x

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

89th percentile

47%

Higher net margin than 89% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

52nd percentile

7.4%

Faster asset growth than 52% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

67th percentile

11%

Faster revenue growth than 67% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$663,202

Up $45,902 (+7.4%) from 2019

Net Assets

Up

$663,202

Up $46,702 (+7.6%) from 2019

Liabilities

Down

$0

Down $800 (-100%) from 2019

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin89th percentile

Revenue

Up

$30,309

Up $2,982 (+11%) from 2019

Expenses

Up

$15,962

Up $5,319 (+50%) from 2019

Net Income

Down

$14,347

Down $2,337 (-14%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth52nd 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

2020

Assets$663,202
Liabilities$0
Net Assets$663,202
Open 2020 Filing

Operations Trend

Revenue Growth67th 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

2020

Revenue$30,309
Expenses$15,962
Net Income$14,347
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 24, 2022
Return Version
2020v4.0
Gross Receipts
$113,573
Mission and Program Overview

Mission

Education, evaluation and treatment of children with learning disablities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$598,916$641,863▲ $42,947
Savings and Temporary Cash Investments$18,384$21,339▲ $2,955
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$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$617,300$663,202▲ $45,902
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$800--
Total Liabilities$800$0▼ $800
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$414,436$472,138▲ $57,702
Net Assets With Donor Restrictions$202,064$191,064▼ $11,000
Total Net Assets Fund Balance$616,500$663,202▲ $46,702
Total Liabilities and Net Assets / Fund Balance$617,300$663,202▲ $45,902

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$6,512$6,512
Compensation and Service Providers
Top Officer Pay51st percentile

Board Members and Trustees

NameTitle
Curtis WhiteChairman
Kelly IngramChairman
Steven BurgessChairman
James RaynovicDirector
Michael BernhardtDirector
Robert RimerDirector
Anthony DarinTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$5,880
Program Service Revenue
$0
Investment Income
$24,429
Other Revenue
$0
All Other Contributions
$5,880
Change in Net Assets
$14,347
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$15,962
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
Fees for Service Investment Mgmnt Fees-$2,828-$2,828
Insurance-$1,309-$1,309
Other Expenses$11,000$825-$825
Total Functional Expenses$11,000$4,962$0$15,962
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
4806068013
Address
7726 N 59TH AVE, GLENDALE, AZ 85301

Signing Officer

Name
Curtis White
Title
Chairman
Signed
2022-05-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Curtis White
Voting Board Members
7
Independent Board Members
6
Employees
0

Preparer

Firm
Colby & Powell PLC
Address
1535 W Harvard Ave Ste 101, Gilbert, AZ 85233
Preparer
Scott J Graff
Phone
4806353200
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt012843
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt024892
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt058632
IRS990ScheduleA/TotalSupportAmt0134967
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IRS990ScheduleD/EquipmentGrp/DepreciationAmt06512
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt06512
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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, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990/TotalAssetsGrp/BOYAmt0617300
IRS990/TotalAssetsGrp/EOYAmt0663202
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01535 W Harvard Ave Ste 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Gilbert
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ReturnHeader/PreparerPersonGrp/PhoneNum04806353200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Scott J Graff
ReturnHeader/ReturnTs02022-05-24T17:05:22-07:00
ReturnHeader/ReturnTypeCd0990
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ReturnHeader/TaxPeriodBeginDt02020-01-01

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$663,202
Liabilities
$0
Net assets
$663,202
Revenue
$30,309
Expenses
$15,962
Net income
$14,347
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