Civic Intelligence

Ocotillo Foundation

990PF • Fiscal year 2024 • EIN 88-2343827

Jan 01, 2024 to Dec 31, 2024 • Filed on Mar 14, 2025

Organization Profile
17700 N Scottsdale Rd 100Scottsdale, AZ 85255

(480) 250-8607

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Net Margin

98th percentile

93%

Higher net margin than 98% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Asset Growth

95th percentile

89%

Faster asset growth than 95% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

4th percentile

-60%

Faster revenue growth than 4% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$2,555,371

Up $1,201,748 (+89%) from 2023

Net Assets

Up

$2,555,371

Up $1,201,748 (+89%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin98th percentile

Revenue

Down

$546,801

Down $806,822 (-60%) from 2023

Expenses

Up

$40,011

Up $40,011 from 2023

Net Income

Down

$506,790

Down $846,833 (-63%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

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

$3.0M$2.0M$1.0M$0Assets 2022: $1Liabilities 2022: $1Net Assets 2022: $02022Assets 2023: $1,353,623Liabilities 2023: $1Net Assets 2023: $1,353,6232023Assets 2024: $2,555,371Liabilities 2024: $0Net Assets 2024: $2,555,3712024

Highlighted filing

2024

Assets$2,555,371
Liabilities$0
Net Assets$2,555,371
Open 2024 Filing

Operations Trend

Revenue Growth4th percentile

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

$1.5M$1.0M$500K$0Revenue 2022: $1Expenses 2022: $0Net Income 2022: $12022Revenue 2023: $1,353,623Expenses 2023: $0Net Income 2023: $1,353,6232023Revenue 2024: $546,801Expenses 2024: $40,011Net Income 2024: $506,7902024

Highlighted filing

2024

Revenue$546,801
Expenses$40,011
Net Income$506,790
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 14, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALISON LEWISPresident-$0--
DAVID KRUMWIEDESecretary-$0--
MICHAEL KRUMWIEDETreasurer-$0--
CRAIG KRUMWIEDEVice Preside-$0--
Filing and Contact Details

Filer

Filer Name
Ocotillo Foundation
EIN
88-2343827
Phone
4802508607
Address
17700 N SCOTTSDALE RD 100, SCOTTSDALE, AZ 85255

Signing Officer

Name
Alison Lewis
Title
President
Phone
4802508607
Signed
2025-03-14
Discuss with paid preparer
Yes

Preparer

Firm
Jennifer Chamberlin CPA Plc
Address
538 W PORTLAND ST, PHOENIX, AZ 85003
Preparer
Jennifer Chamberlin
Phone
6023685756
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.

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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PARADISE VALLEY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0AZ
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd085253
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0true
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0AZ
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum04802508607
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0CRAIG KRUMWIEDE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1ALISON LEWIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt035000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0READ BETTER BE BETTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt04730 W CAMPBELL AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PHOENIX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd085031
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt035000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt07560
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt027440
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0106524
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt035000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt098964
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt027440
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0129118
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt011
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEE
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0CRAIG KRUMWIEDE
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm1ALISON LEWIS
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt07045 N 59TH PL
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt17045 N 59TH PL
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0PARADISE VALLEY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm1PARADISE VALLEY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0AZ
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd1AZ
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd085253
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd185253
TaxesSchedule/TaxesDetail/Amt03500
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL INCOME TAX
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALISON LEWIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04802508607
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OCOTILLO FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0OCOT
ReturnHeader/Filer/EIN0882343827
ReturnHeader/Filer/PhoneNum04802508607
ReturnHeader/Filer/USAddress/AddressLine1Txt017700 N SCOTTSDALE RD 100
ReturnHeader/Filer/USAddress/CityNm0SCOTTSDALE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085255
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200070633
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JENNIFER CHAMBERLIN CPA PLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0538 W PORTLAND ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHOENIX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085003
ReturnHeader/PreparerPersonGrp/PhoneNum06023685756
ReturnHeader/PreparerPersonGrp/PreparationDt02025-03-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNIFER CHAMBERLIN
ReturnHeader/ReturnTs02025-03-16T16:34:30-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$2,555,371
Liabilities
$0
Net assets
$2,555,371
Revenue
$546,801
Expenses
$40,011
Net income
$506,790
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.56$0.00$2.56$0.55$0.04$0.51
2023Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$1.35$0.00$1.35
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00