Civic Intelligence

Scottsdale Bar Association

EIN 94-2349949 • 501(c)6 • Scottsdale, AZ

990-N Coverage

Profile

Continuing legal education to members and public.

PO Box 5060Scottsdale, AZ 85261

www.scottsdalebar.org

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

13th percentile

-39%

Higher net margin than 13% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

501(c)6 • <$500k nonprofits • Source year 2024

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$10,501

Down $30,429 (-74%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$10,501

Down $30,429 (-74%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin13th percentile

Revenue

Down

$77,365

Down $37,148 (-32%) from 2023

Expenses

Up

$107,794

Up $29,727 (+38%) from 2023

Net Income

Down

-$30,429

Down $66,875 (-183%) from 2023

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$60K$40K$20K$0Assets 2011: $14,898Liabilities 2011: $02011Assets 2012: $14,388Net Assets 2012: $14,3882012Assets 2013: $11,474Liabilities 2013: $02013Assets 2014: $7,216Liabilities 2014: $02014Assets 2016: $10,316Liabilities 2016: $02016Assets 2023: $40,930Net Assets 2023: $40,9302023Assets 2024: $10,501Net Assets 2024: $10,5012024

Highlighted filing

2024

Assets$10,501
Liabilities-
Net Assets$10,501
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50KRevenue 2011: $34,728Expenses 2011: $34,009Net Income 2011: $7192011Revenue 2012: $36,249Expenses 2012: $36,749Net Income 2012: -$5002012Revenue 2013: $38,714Expenses 2013: $40,985Net Income 2013: -$2,2712013Revenue 2014: $38,693Expenses 2014: $42,951Net Income 2014: -$4,2582014Revenue 2016: $48,491Expenses 2016: $45,603Net Income 2016: $2,8882016Revenue 2023: $114,513Expenses 2023: $78,067Net Income 2023: $36,4462023Revenue 2024: $77,365Expenses 2024: $107,794Net Income 2024: -$30,4292024

Highlighted filing

2024

Revenue$77,365
Expenses$107,794
Net Income-$30,429
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$10,501
Liabilities
-
Net assets
$10,501
Revenue
$77,365
Expenses
$107,794
Net income
-$30,429
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.11$0.11$0.77$1.08$0.30
2023Detailed filing. Detailed filing data is available for this year.$0.41$0.41$1.15$0.78$0.36
2016Summary only. Only limited summary data is available for this year.$0.10$0.00$0.48$0.46$0.03
2014Summary only. Only limited summary data is available for this year.$0.07$0.00$0.39$0.43$0.04
2013Summary only. Only limited summary data is available for this year.$0.11$0.00$0.39$0.41$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.14$0.14$0.36$0.37$0.01
2011Summary only. Only limited summary data is available for this year.$0.15$0.00$0.35$0.34$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Aug 14, 2025
Return Version
2023v6.0
Gross Receipts
$77,365
Mission and Program Overview

Mission

Continuing legal education to members and public.

Program Services

DescriptionGrantsExpenses
The organization provides seminar events where mandatory continuing legal education credits are earned.-$102,597
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lori A MetcalfPast President-$0--
Grant BolandPresidentPT$0--
Katrina VitaleSecretaryPT$0--
David FitzgeraldMember-$0--
Bruce SamuelsTreasurerPT$0--
Dominique BarrettMember-$0--
Stephen KupiszewskiMember-$0--
Mark LaseeMember-$0--
Andi LawrenceMember-$0--
Tricia SchaferMember-$0--
Lisa StoneMember-$0--
Gary StricklandMember-$0--
Andrew WenkerMember-$0--
Erica Padish HoebingVice PresidentPT$0--
Filing and Contact Details

Filer

Filer Name
Scottsdale Bar Association
EIN
94-2349949
Phone
4808003530
Address
PO BOX 5060, SCOTTSDALE, AZ 85261

Signing Officer

Name
Bruce Samuels
Title
Treasurer
Signed
2025-08-14
Discuss with paid preparer
Yes

Preparer

Firm
Tull Forsberg & Olson PLC
Address
5225 N Central Ave Suite 220, Phoenix, AZ 85012
Preparer
Lynn C Olson
Phone
6022775447
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $1255”

Other Expenses.1002

“Office Expenses $482”

Other Expenses.1007

“Conferences, Conventions, and Meetings $21455”

Other Expenses.1012

“Insurance $1697”

Other Expenses.1

“Club event expense $50420”

Other Expenses.2

“Golf tournament expenses $10519”

Other Expenses.3

“Sponsorships $9000”

Other Expenses.4

“CREDIT CARD FEES $3428”

Other Expenses.5

“Dues & subscriptions $500”

Other Expenses.6

“MISCELLANEOUS $160”

Other Expenses.7

“BANK FEES $73”

Other Expenses.8

“Continuing education $55”

Other Expenses.9

“SUPPLIES $9”

Raw XML Appendix168 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Katrina Vitale
IRS990EZ/BooksInCareOfDetail/PhoneNum04804160800
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt015333 N Pima Rd 305
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Scottsdale
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0852602717
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt040930
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt010501
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-30429
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt08741
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt040930
IRS990EZ/Form990TotalAssetsGrp/EOYAmt010501
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt077365
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt068942
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt040930
IRS990EZ/NetAssetsOrFundBalancesEOYAmt010501
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt040930
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt010501
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt101.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt111.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt121.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt130
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Lori A Metcalf
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Grant Boland
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Katrina Vitale
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3David Fitzgerald
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Bruce Samuels
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Dominique Barrett
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Stephen Kupiszewski
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Mark Lasee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Andi Lawrence
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Tricia Schafer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Lisa Stone
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Gary Strickland
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12Andrew Wenker
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13Erica Padish Hoebing
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt099053
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Continuing legal education to members and public.
IRS990EZ/ProgramServiceRevenueAmt08423
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The organization provides seminar events where mandatory continuing legal education credits are earned.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0102597
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0107794
IRS990EZ/TotalProgramServiceExpensesAmt0102597
IRS990EZ/TotalRevenueAmt077365
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0https://www.scottsdalebar.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $1255
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $482
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, Conventions, and Meetings $21455
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $1697
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Club event expense $50420
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GOLF TOURNAMENT EXPENSES $10519
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Sponsorships $9000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7CREDIT CARD FEES $3428
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8DUES & SUBSCRIPTIONS $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9MISCELLANEOUS $160
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10BANK FEES $73
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Continuing education $55
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12SUPPLIES $9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.9
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Bruce Samuels
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SCOTTSDALE BAR ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0SCOT
ReturnHeader/Filer/EIN0942349949
ReturnHeader/Filer/PhoneNum04808003530
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 5060
ReturnHeader/Filer/USAddress/CityNm0SCOTTSDALE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085261
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0860130568
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Tull Forsberg & Olson PLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05225 N Central Ave Suite 220
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Phoenix
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085012
ReturnHeader/PreparerPersonGrp/PhoneNum06022775447
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LYNN C OLSON
ReturnHeader/ReturnTs02025-08-14T13:59:04-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-10-01
ReturnHeader/TaxPeriodEndDt02024-09-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.