Civic Intelligence

Estancia Foundation

990 • Fiscal year 2023 • EIN 93-1665473

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 10, 2024

Organization ProfileN/A
27998 N 99th PlaceScottsdale, AZ 85262

(480) 473-4411

Siviq Scores

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

Liabilities / Assets

75th percentile

0.04x

Higher debt load relative to assets than 75% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

75th percentile

0.03x

Higher debt load relative to revenue than 75% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

95th percentile

71%

Higher net margin than 95% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

100th percentile

$662,640

Higher top officer pay than 100% of similar nonprofits.

Top officer pay equals 192.7% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Balance Sheet
Liabilities / Assets75th percentile

Assets

$254,296

No earlier filing loaded for comparison.

Net Assets

$243,104

No earlier filing loaded for comparison.

Liabilities

$11,192

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin95th percentile

Revenue

$343,802

No earlier filing loaded for comparison.

Expenses

$100,698

No earlier filing loaded for comparison.

Net Income

$243,104

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$300K$200K$100K$0Assets 2023: $254,296Liabilities 2023: $11,192Net Assets 2023: $243,1042023Assets 2024: $298,952Liabilities 2024: $0Net Assets 2024: $298,9522024

Highlighted filing

2023

Assets$254,296
Liabilities$11,192
Net Assets$243,104
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$300K$200K$100K$0Revenue 2023: $343,802Expenses 2023: $100,698Net Income 2023: $243,1042023Revenue 2024: $144,688Expenses 2024: $88,840Net Income 2024: $55,8482024

Highlighted filing

2023

Revenue$343,802
Expenses$100,698
Net Income$243,104
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 10, 2024
Return Version
2023v5.1
Gross Receipts
$343,802
Mission and Program Overview

Mission

N/A

Providing scholarships to employees, their children and others associated (cont'd on sch o) with the estancia club for attending recognized colleges, universities, trade schools, or certification programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$0$254,296▲ $254,296
Total Assets$0$254,296▲ $254,296
Liabilities
Grants Payable$0$11,192▲ $11,192
Total Liabilities$0$11,192▲ $11,192
Net Assets / Fund Balance
Net Assets With Donor Restrictions$0$243,104▲ $243,104
Total Net Assets Fund Balance$0$243,104▲ $243,104
Total Liabilities and Net Assets / Fund Balance$0$254,296▲ $254,296
Compensation and Service Providers
Top Officer Pay100th percentile

Board Members and Trustees

NameTitle
Daniel QuinnPresident
Gary JonesTrustee
Jim PowersTrustee
Nancy ReisherTrustee
Richard RobinsonTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$340,368
Program Service Revenue
$0
Investment Income
$3,434
Other Revenue
$0
Change in Net Assets
$243,104
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$100,271
Other Expenses$427
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$100,271--$100,271
Fees for Services Other-$427-$427
Total Functional Expenses$100,271$427$0$100,698
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
Yes
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 1A

“The executive committee of the board of trustees is composed of the foundation's president and, once elected, secretary and treasurer. The estancia club's president and general manager are ex officio members without vote. The president of the foundation serves as the executive committee's chairman. The executive committee is subject to restrictions of the arizona nonprofit corporation act and has the power to act or follow up on matters on behalf of the board of trustees that require action preior to the next board of trustees meeting. Actions of the executive committee are subject to review and ratification by the board of trustees.”

Form 990, Part VI, Section A, Line 3

“The general manager of the estancia club has the power to manage day-to-day activities. The estancia club general manager may delegate actions and duties to the estancia club staff as he or she sees fit, subject to the approval of the board of trustees.”

Form 990, Part VI, Section A, Line 7A

“All trustees are elected by the estancia club's board of directors. The majority of trustees must be members of the estancia club.”

Form 990, Part VI, Section A, Line 7B

“The estancia club's approval is required before the foundation can separate from the estancia club or take significant, major steps toward separation. The estancia club's board also has veto authority over any amendments to the foundation's bylaws which are approved by the foundation's board of trustees.”

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

“The return was reviewed by the foundation's coo and made readily available to all board members.”

Form 990, Part VI, Section C, Line 19

“The governing documents and financial statements are available upon request in the foundation's office.”

Filing and Contact Details

Filer

Filer Name
The Estancia Foundation
EIN
93-1665473
Phone
4804734411
Address
27998 N 99TH PLACE, SCOTTSDALE, AZ 85262

Signing Officer

Name
Daniel Quinn
Title
President
Phone
4804734411
Signed
2024-10-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Daniel Quinn
Formed
2023
Legal Domicile
Az
Voting Board Members
5
Independent Board Members
4
Employees
0
Volunteers
5

Preparer

Firm
Eide Bailly Llp
Address
2355 E CAMELBACK RD STE 900, PHOENIX, AZ 85016-9065
Preparer
Brenda Ann Blunt CPA
Phone
4803151040
Raw XML Appendix354 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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IRS990/ActivityOrMissionDesc0PROVIDING SCHOLARSHIPS TO EMPLOYEES, THEIR CHILDREN AND OTHERS ASSOCIATED (CONT'D ON SCH O) WITH THE ESTANCIA CLUB FOR ATTENDING RECOGNIZED COLLEGES, UNIVERSITIES, TRADE SCHOOLS, OR CERTIFICATION PROGRAMS.
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IRS990/ProgSrvcAccomActy2Grp/Desc0TO ADMINISTER A NEEDS-BASED FINANCIAL ASSISTANCE PROGRAM TO HELP EMPLOYEES OF, AND OTHER INDIVIDUALS ASSOCIATED WITH, THE ESTANCIA ENTITIES AND THEIR FAMILIES IN TIMES OF CRISIS.
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt02023 WAS A SHORT YEAR, INITIAL TAX YEAR.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0SCHOLARSHIPS ARE AWARDED THROUGH A COMPETITIVE PROCESS AFTER CONSIDERING THE APPLICANT'S FINANCIAL NEED AND MERIT-BASED SCHOLASTIC ACHIEVEMENTS. THE FOUNDATION REVISITS THE SCHOLARSHIP TERMS AND OBJECTIVES REGULARLY TO ENSURE FUNDS ARE BEING UTILIZED APPROPRIATELY.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES IS COMPOSED OF THE FOUNDATION'S PRESIDENT AND, ONCE ELECTED, SECRETARY AND TREASURER. THE ESTANCIA CLUB'S PRESIDENT AND GENERAL MANAGER ARE EX OFFICIO MEMBERS WITHOUT VOTE. THE PRESIDENT OF THE FOUNDATION SERVES AS THE EXECUTIVE COMMITTEE'S CHAIRMAN. THE EXECUTIVE COMMITTEE IS SUBJECT TO RESTRICTIONS OF THE ARIZONA NONPROFIT CORPORATION ACT AND HAS THE POWER TO ACT OR FOLLOW UP ON MATTERS ON BEHALF OF THE BOARD OF TRUSTEES THAT REQUIRE ACTION PREIOR TO THE NEXT BOARD OF TRUSTEES MEETING. ACTIONS OF THE EXECUTIVE COMMITTEE ARE SUBJECT TO REVIEW AND RATIFICATION BY THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE GENERAL MANAGER OF THE ESTANCIA CLUB HAS THE POWER TO MANAGE DAY-TO-DAY ACTIVITIES. THE ESTANCIA CLUB GENERAL MANAGER MAY DELEGATE ACTIONS AND DUTIES TO THE ESTANCIA CLUB STAFF AS HE OR SHE SEES FIT, SUBJECT TO THE APPROVAL OF THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL TRUSTEES ARE ELECTED BY THE ESTANCIA CLUB'S BOARD OF DIRECTORS. THE MAJORITY OF TRUSTEES MUST BE MEMBERS OF THE ESTANCIA CLUB.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ESTANCIA CLUB'S APPROVAL IS REQUIRED BEFORE THE FOUNDATION CAN SEPARATE FROM THE ESTANCIA CLUB OR TAKE SIGNIFICANT, MAJOR STEPS TOWARD SEPARATION. THE ESTANCIA CLUB'S BOARD ALSO HAS VETO AUTHORITY OVER ANY AMENDMENTS TO THE FOUNDATION'S BYLAWS WHICH ARE APPROVED BY THE FOUNDATION'S BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE RETURN WAS REVIEWED BY THE FOUNDATION'S COO AND MADE READILY AVAILABLE TO ALL BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST IN THE FOUNDATION'S OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 1A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
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ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$254,296
Liabilities
$11,192
Net assets
$243,104
Revenue
$343,802
Expenses
$100,698
Net income
$243,104
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$1.45$0.89$0.56
2023Detailed filing. Detailed filing data is available for this year.$2.54$0.11$2.43$3.44$1.01$2.43