Civic Intelligence

The Estancia Foundation

EIN 93-1665473 • 501(c)3 • Scottsdale, AZ

Profile

N/A

27998 N 99th PlaceScottsdale, AZ 85262

n/A

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

86th percentile

39%

Higher net margin than 86% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

Score unavailable

No value available

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

Source year 2024

Revenue Growth

Score unavailable

No value available

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

Source year 2024

Assets

Up

$298,952

Up $44,656 (+18%) from 2023

Liabilities

Down

$0

Down $11,192 (-100%) from 2023

Net Assets

Up

$298,952

Up $55,848 (+23%) from 2023

Revenue

Down

$144,688

Down $199,114 (-58%) from 2023

Expenses

Down

$88,840

Down $11,858 (-12%) from 2023

Net Income

Down

$55,848

Down $187,256 (-77%) from 2023

Trend Graphs

Balance Sheet Trend

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

$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

2024

Assets$298,952
Liabilities$0
Net Assets$298,952

Operations Trend

Revenue, expenses, and net income by year, with the latest 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

2024

Revenue$144,688
Expenses$88,840
Net Income$55,848

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 8, 2025
Return Version
2024v5.2
Gross Receipts
$144,688
Mission and Program Overview

Mission

N/A

Providing scholarships to employees of the estancia club, inc. And the estancia community association, inc., (together, the "estancia entities"), their children and others associated (cont'd on sch o) with the estancia entities for attending recognized colleges, universities, specialty or trade schools, or certification programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$254,296$298,066▲ $43,770
Accounts Receivable-$886-
Total Assets$254,296$298,952▲ $44,656
Liabilities
Grants Payable$11,192$0▼ $11,192
Total Liabilities$11,192$0▼ $11,192
Net Assets / Fund Balance
Net Assets With Donor Restrictions$243,104$298,952▲ $55,848
Total Net Assets Fund Balance$243,104$298,952▲ $55,848
Total Liabilities and Net Assets / Fund Balance$254,296$298,952▲ $44,656
Compensation and Service Providers

Board Members and Trustees

NameTitle
Daniel QuinnPresident
Jim PowersTrustee
Nancy ReisherTrustee
Richard RobinsonTrustee
Gary JonesSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$132,337
Program Service Revenue
$0
Investment Income
$12,351
Other Revenue
$0
All Other Contributions
$81,005
Change in Net Assets
$55,848
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$81,168
Other Expenses$7,672
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$81,168--$81,168
Fees for Services Accounting-$4,935-$4,935
Fees for Services Other-$1,862-$1,862
Office Expenses-$525-$525
Insurance-$350-$350
Total Functional Expenses$81,168$7,672$0$88,840
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
Gary Jones
Title
Secretary/treasurer
Phone
4804734411
Signed
2025-07-08
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
6

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 Appendix377 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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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
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 7B
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
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IRS990/USAddress/AddressLine1Txt027998 N 99TH PLACE
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GARY JONES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ESTANCIA FOUNDATION
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ReturnHeader/Filer/EIN0931665473
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ReturnHeader/Filer/USAddress/CityNm0SCOTTSDALE
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0450250958
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EIDE BAILLY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02355 E CAMELBACK RD STE 900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHOENIX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0850169065
ReturnHeader/PreparerPersonGrp/PhoneNum04803151040
ReturnHeader/PreparerPersonGrp/PreparationDt02025-07-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRENDA ANN BLUNT CPA
ReturnHeader/ReturnTs02025-07-09T10:28:19-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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