Civic Intelligence

Mckale-Salmon Foundation Trust

EIN 86-0924163 • 501(c)3 • Tucson, AZ

Profile

To provide funds to other organizations and domestic individuals for college scholarships and provisions for educational supplies

3237 E Ft Lowell RdTucson, AZ 85716-1636

n/A

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

92nd percentile

58%

Higher net margin than 92% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

56th percentile

5.5%

Faster asset growth than 56% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

87th percentile

68%

Faster revenue growth than 87% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$1,188,696

Up $62,411 (+5.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,188,696

Up $62,411 (+5.5%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin92nd percentile

Revenue

Up

$106,691

Up $43,104 (+68%) from 2023

Expenses

Up

$44,280

Up $3,999 (+9.9%) from 2023

Net Income

Up

$62,411

Up $39,105 (+168%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth56th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $923,266Liabilities 2011: $0Net Assets 2011: $923,2662011Assets 2012: $899,320Liabilities 2012: $0Net Assets 2012: $899,3202012Assets 2013: $916,683Liabilities 2013: $0Net Assets 2013: $916,6832013Assets 2014: $937,295Liabilities 2014: $0Net Assets 2014: $937,2952014Assets 2015: $934,885Liabilities 2015: $0Net Assets 2015: $934,8852015Assets 2016: $932,401Liabilities 2016: $0Net Assets 2016: $932,4012016Assets 2017: $949,574Liabilities 2017: $0Net Assets 2017: $949,5742017Assets 2018: $938,523Liabilities 2018: $0Net Assets 2018: $938,5232018Assets 2019: $961,265Liabilities 2019: $0Net Assets 2019: $961,2652019Assets 2020: $1,045,633Liabilities 2020: $0Net Assets 2020: $1,045,6332020Assets 2021: $1,085,850Liabilities 2021: $0Net Assets 2021: $1,085,8502021Assets 2022: $1,102,979Liabilities 2022: $0Net Assets 2022: $1,102,9792022Assets 2023: $1,126,285Liabilities 2023: $0Net Assets 2023: $1,126,2852023Assets 2024: $1,188,696Liabilities 2024: $0Net Assets 2024: $1,188,6962024

Highlighted filing

2024

Assets$1,188,696
Liabilities$0
Net Assets$1,188,696
Open 2024 Filing

Operations Trend

Revenue Growth87th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $93,816Expenses 2011: $9,745Net Income 2011: $84,0712011Revenue 2012: $35,160Expenses 2012: $59,106Net Income 2012: -$23,9462012Revenue 2013: $59,127Expenses 2013: $41,764Net Income 2013: $17,3632013Revenue 2014: $66,319Expenses 2014: $45,707Net Income 2014: $20,6122014Revenue 2015: $43,396Expenses 2015: $45,806Net Income 2015: -$2,4102015Revenue 2016: $42,396Expenses 2016: $44,880Net Income 2016: -$2,4842016Revenue 2017: $57,553Expenses 2017: $40,380Net Income 2017: $17,1732017Revenue 2018: $2,771Expenses 2018: $13,822Net Income 2018: -$11,0512018Revenue 2019: $43,399Expenses 2019: $20,657Net Income 2019: $22,7422019Revenue 2020: $110,954Expenses 2020: $26,586Net Income 2020: $84,3682020Revenue 2021: $57,492Expenses 2021: $17,275Net Income 2021: $40,2172021Revenue 2022: $49,660Expenses 2022: $32,531Net Income 2022: $17,1292022Revenue 2023: $63,587Expenses 2023: $40,281Net Income 2023: $23,3062023Revenue 2024: $106,691Expenses 2024: $44,280Net Income 2024: $62,4112024

Highlighted filing

2024

Revenue$106,691
Expenses$44,280
Net Income$62,411
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,188,696
Liabilities
$0
Net assets
$1,188,696
Revenue
$106,691
Expenses
$44,280
Net income
$62,411
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.11$0.04$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.06$0.04$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.05$0.03$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.06$0.02$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.11$0.03$0.08
2019Summary only. Only limited summary data is available for this year.$0.96$0.00$0.96$0.04$0.02$0.02
2018Summary only. Only limited summary data is available for this year.$0.94$0.00$0.94$0.00$0.01$0.01
2017Summary only. Only limited summary data is available for this year.$0.95$0.00$0.95$0.06$0.04$0.02
2016Summary only. Only limited summary data is available for this year.$0.93$0.00$0.93$0.04$0.04$0.00
2015Summary only. Only limited summary data is available for this year.$0.93$0.00$0.93$0.04$0.05$0.00
2014Summary only. Only limited summary data is available for this year.$0.94$0.00$0.94$0.07$0.05$0.02
2013Summary only. Only limited summary data is available for this year.$0.92$0.00$0.92$0.06$0.04$0.02
2012Summary only. Only limited summary data is available for this year.$0.90$0.00$0.90$0.04$0.06$0.02
2011Summary only. Only limited summary data is available for this year.$0.92$0.00$0.92$0.09$0.01$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 14, 2025
Return Version
2024v5.2
Gross Receipts
$187,831
Mission and Program Overview

Mission

To provide funds to other organizations for college scholarships.

To provide funds to other organizations and domestic individuals for college scholarships and provisions for educational supplies

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,126,285$1,188,696▲ $62,411
Investments in Publicly Traded Securities$1,054,990$1,114,916▲ $59,926
Cash and Non-Interest-Bearing Accounts$71,295$73,780▲ $2,485
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,126,285$1,188,696▲ $62,411
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,126,285$1,188,696▲ $62,411
Total Liabilities and Net Assets / Fund Balance$1,126,285$1,188,696▲ $62,411
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Brad BeachumTrustee
Harold W AshtonTrustee
Jason TuretzkyTrustee
Nick MurphyTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$106,691
Other Revenue
$0
Change in Net Assets
$62,411
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$30,590
Other Expenses$13,690
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$30,590--$30,590
Fees for Service Investment Mgmnt Fees-$9,581-$9,581
Fees for Services Accounting-$1,740-$1,740
Other Expenses-$536-$536
Total Functional Expenses$30,590$13,690$0$44,280
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 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, Section A, Line 7A

“National sigma nu educational foundation has the right to elect one or more members of the governing body.”

Form 990, Part VI, Section B, Line 11B

“Form 990 is completed by a paid preparer who reviews the entire form with harold w ashton, trustee.”

Form 990, Part VI, Section C, Line 19

“Governing documents are available at 3237 e. Ft. Lowell rd., tucson, arizona 85716. No formal conflict of interest policy is maintained. No separate financial statements are prepared. All financial information is included in the form 990.”

Filing and Contact Details

Filer

Filer Name
Mckale-salmon Foundation Trust
EIN
86-0924163
Phone
5203277384
Address
3237 E FT LOWELL RD, TUCSON, AZ 85716-1636

Signing Officer

Name
Harold Ashton
Title
Trustee
Phone
5203277384
Signed
2025-07-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Harold Ashton
Formed
1999
Legal Domicile
Az
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Firm
REGIER CARR & MONROE LLP CPA'S
Address
4801 E BROADWAY BLVD SUITE 501, TUCSON, AZ 85711
Preparer
Nicole Teree Harrigan CPA
Phone
5206248229
Raw XML Appendix321 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
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IRS990/BooksInCareOfDetail/PhoneNum05203277384
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
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IRS990/FSAuditedInd00
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IRS990/GainOrLossGrp/SecuritiesAmt062356
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantAmt030590
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt030590
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt030590
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0143496
IRS990/GrossReceiptsAmt0187831
IRS990/GroupReturnForAffiliatesInd00
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IRS990/IndependentVotingMemberCnt04
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IRS990/IndoorTanningServicesInd00
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IRS990/InvestmentInJointVentureInd00
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt081140
IRS990/LoanOutstandingInd00
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE TRUST AGREEMENT SPECIFICALLY DESIGNATES SIGMA NU EDUCATIONAL FOUNDATION INC. AS A SUPPORTED ORGANIZATION. SUPPORTED ORGANIZATIONS ARE DESIGNATED BY PURPOSE IN WHICH DONATED FUNDS ARE USED FOR EDUCATIONAL SCHOLARSHIPS AT THE UNIVERSITY OF ARIZONA.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE TRUST AGREEMENT SPECIFICALLY DESIGNATES SIGMA NU EDUCATIONAL FOUNDATION INC. AS A SUPPORTED ORGANIZATION. NATIONAL SIGMA NU EDUCATIONAL FOUNDATION HAS THE RIGHT TO ELECT ONE OR MORE MEMBERS OF THE GOVERNING BODY. THE TRUST PERIODICALLY AWARDS FUNDS TO THE UNIVERSITY OF ARIZONA FOUNDATION FOR THE PURPOSE OF AWARDING FUNDS TO THE SIGMA NU MERIT SCHOLARSHIP FUND AT THE UNIVERSITY OF ARIZONA FOR ANY STUDENTS THAT MEET THE REQUIREMENTS OF THE MERIT SCHOLARSHIP FUND. NO SUCH AWARD WAS MADE IN 2022. CONTRIBUTIONS MADE TO BIG BROTHERS BIG SISTERS OF SOUTHERN ARIZONA ARE USED TO PROVIDE EDUCATIONAL SCHOLARSHIPS TO STUDENTS AT THE UNIVERSITY OF ARIZONA. THESE CONTRIBUTIONS ALIGN WITH THE CHARITABLE PURPOSE OF THE SIGMA NU EDUCATIONAL FOUNDATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0FORM 990 SCHEDULE A PART IV SECTION A LINE 1
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1FORM 990 SCHEDULE A PART IV SECTION B LINE 1 AND LINE 2
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0UNIVERSITY OF ARIZONA FOUNDATION
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1SIGMA NU EDUCATIONAL FOUNDATION INC
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt030590
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0PROVIDE FUNDS FOR SCHOLARSHIPS AND EDUCATIONAL SUPPLIES FOR SELECT UNIVERSITY OF ARIZONA STUDENTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt047
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE GOVERNING BODY DETERMINES THE NUMBER OF RECIPIENTS AND AWARD VALUE.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART III COLUMN B:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NATIONAL SIGMA NU EDUCATIONAL FOUNDATION HAS THE RIGHT TO ELECT ONE OR MORE MEMBERS OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS COMPLETED BY A PAID PREPARER WHO REVIEWS THE ENTIRE FORM WITH HAROLD W ASHTON, TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS ARE AVAILABLE AT 3237 E. FT. LOWELL RD., TUCSON, ARIZONA 85716. NO FORMAL CONFLICT OF INTEREST POLICY IS MAINTAINED. NO SEPARATE FINANCIAL STATEMENTS ARE PREPARED. ALL FINANCIAL INFORMATION IS INCLUDED IN THE FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
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IRS990/SubjectToExcsTaxNetInvstIncInd00
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IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01126285
IRS990/TotalAssetsEOYAmt01188696
IRS990/TotalAssetsGrp/BOYAmt01126285
IRS990/TotalAssetsGrp/EOYAmt01188696
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt013690
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt030590
IRS990/TotalFunctionalExpensesGrp/TotalAmt044280
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01126285
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01188696
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt030590
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0106691
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0106691
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01126285
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01188696
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
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IRS990/USAddress/AddressLine1Txt03237 E FT LOWELL RD
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IRS990/USAddress/ZIPCd0857161636
IRS990/VotingMembersGoverningBodyCnt04
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IRS990/WebsiteAddressTxt0N/A
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0HAROLD ASHTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05203277384
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MCKALE-SALMON FOUNDATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MCKA
ReturnHeader/Filer/EIN0860924163
ReturnHeader/Filer/PhoneNum05203277384
ReturnHeader/Filer/USAddress/AddressLine1Txt03237 E FT LOWELL RD
ReturnHeader/Filer/USAddress/CityNm0TUCSON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd0857161636
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0480573184
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0REGIER CARR & MONROE LLP CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04801 E BROADWAY BLVD SUITE 501
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TUCSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085711
ReturnHeader/PreparerPersonGrp/PhoneNum05206248229
ReturnHeader/PreparerPersonGrp/PreparationDt02025-07-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NICOLE TEREE HARRIGAN CPA
ReturnHeader/ReturnTs02025-07-22T16:42:24-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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