Civic Intelligence

Mckale-Salmon Foundation Trust

990 • Fiscal year 2020 • EIN 86-0924163

Jan 01, 2020 to Dec 31, 2020 • Filed on Sep 20, 2021

Organization ProfileN/A
3237 E Ft Lowell RdTucson, AZ 85716-1636

(520) 327-7384

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

96th percentile

76%

Higher net margin than 96% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

56th percentile

8.8%

Faster asset growth than 56% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

95th percentile

156%

Faster revenue growth than 95% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$1,045,633

Up $84,368 (+8.8%) from 2019

Net Assets

Up

$1,045,633

Up $84,368 (+8.8%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin96th percentile

Revenue

Up

$110,954

Up $67,555 (+156%) from 2019

Expenses

Up

$26,586

Up $5,929 (+29%) from 2019

Net Income

Up

$84,368

Up $61,626 (+271%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$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

2020

Assets$1,045,633
Liabilities$0
Net Assets$1,045,633
Open 2020 Filing

Operations Trend

Revenue Growth95th percentile

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$110,954
Expenses$26,586
Net Income$84,368
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Sep 20, 2021
Return Version
2020v4.1
Gross Receipts
$683,147
Mission and Program Overview

Mission

To provide funds to other organizations for college scholarships.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$961,265$1,045,633▲ $84,368
Investments in Publicly Traded Securities$931,486$956,504▲ $25,018
Cash and Non-Interest-Bearing Accounts$29,779$89,129▲ $59,350
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$961,265$1,045,633▲ $84,368
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$961,265$1,045,633▲ $84,368
Total Liabilities and Net Assets / Fund Balance$961,265$1,045,633▲ $84,368
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
Brad BeachumTrustee
Harold W AshtonTrustee
Nick MurphyTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$110,954
Other Revenue
$0
Change in Net Assets
$84,368
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$21,586
Grants and Similar Amounts Paid$5,000
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-$8,245-$8,245
Grants to Domestic Orgs$5,000--$5,000
Insurance-$935-$935
Fees for Services Accounting-$750-$750
Other Expenses-$15-$15
Total Functional Expenses$5,000$21,586$0$26,586
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Big Brothers Big Sisters of Southern ArizonaTucson, AZ501(c)(3)To Provide Educational Scholarships for Select University of Arizona Students.$5,000
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 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
2021-09-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Harold Ashton
Formed
1999
Legal Domicile
Az
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
3

Preparer

Firm
REGIER CARR & MONROE LLP CPA'S
Address
4801 E BROADWAY BLVD SUITE 501, TUCSON, AZ 85711
Preparer
David B Barber Cpacfecgma
Phone
5206248229
Raw XML Appendix335 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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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 2020. 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/RecipientTable/PurposeOfGrantTxt0TO PROVIDE EDUCATIONAL SCHOLARSHIPS FOR SELECT UNIVERSITY OF ARIZONA STUDENTS.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0BIG BROTHERS BIG SISTERS OF SOUTHERN ARIZONA
IRS990ScheduleI/RecipientTable/RecipientEIN0860188050
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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/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt021586
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt05000
IRS990/TotalFunctionalExpensesGrp/TotalAmt026586
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IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
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ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,045,633
Liabilities
$0
Net assets
$1,045,633
Revenue
$110,954
Expenses
$26,586
Net income
$84,368
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