Civic Intelligence

Scottsdale Bar Association

990EZ • Fiscal year 2024 • EIN 94-2349949

Oct 01, 2023 to Sep 30, 2024 • Filed on Aug 14, 2025

Organization Profilewww.scottsdalebar.org
PO Box 5060Scottsdale, AZ 85261

(480) 800-3530

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2024

Net Margin

9th percentile

-39%

Higher net margin than 9% of similar nonprofits.

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

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

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

Asset Growth

3rd percentile

-74%

Faster asset growth than 3% of similar nonprofits.

2024 filings • 501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

10th percentile

-32%

Faster revenue growth than 10% of similar nonprofits.

2024 filings • 501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$10,501

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

Net Assets

Down

$10,501

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

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin9th 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

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

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

$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 Growth10th percentile

Revenue, expenses, and net income across loaded years, with this 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
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 Pay74th 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.

Filings

Displayed 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