Civic Intelligence

The Scottsdale Foundation

990PF • Fiscal year 2018 • EIN 95-4799859

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 04, 2019

1592 Virginia RoadSan Marino, CA 91108-1934

(626) 449-9692

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

96th percentile

79%

Higher net margin than 96% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

90th percentile

38%

Faster asset growth than 90% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2015 to 2018

Revenue Growth

89th percentile

65%

Faster revenue growth than 89% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2015 to 2018

Assets

Up

$1,472,605

Up $907,607 (+161%) from 2015

Net Assets

$1,472,605

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$375,408

Up $292,114 (+351%) from 2015

Expenses

Down

$77,243

Down $296,666 (-79%) from 2015

Net Income

Up

$298,165

Up $588,780 (+203%) from 2015

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $1,386,715Liabilities 2011: $02011Assets 2012: $1,173,256Liabilities 2012: $02012Assets 2013: $871,647Liabilities 2013: $02013Assets 2014: $855,613Liabilities 2014: $02014Assets 2015: $564,998Liabilities 2015: $02015Assets 2018: $1,472,605Liabilities 2018: $0Net Assets 2018: $1,472,6052018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019

Highlighted filing

2018

Assets$1,472,605
Liabilities$0
Net Assets$1,472,605

Operations Trend

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

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2011: $58,792Expenses 2011: $299,207Net Income 2011: -$240,4152011Revenue 2012: $164,513Expenses 2012: $377,972Net Income 2012: -$213,4592012Revenue 2013: $79,698Expenses 2013: $381,307Net Income 2013: -$301,6092013Revenue 2014: $111,058Expenses 2014: $127,092Net Income 2014: -$16,0342014Revenue 2015: $83,294Expenses 2015: $373,909Net Income 2015: -$290,6152015Revenue 2018: $375,408Expenses 2018: $77,243Net Income 2018: $298,1652018Revenue 2019: $184,970Expenses 2019: $1,634,078Net Income 2019: -$1,449,1082019

Highlighted filing

2018

Revenue$375,408
Expenses$77,243
Net Income$298,165
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 4, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUE W CHANDLERCFO & Secretary-$0--
STEPHEN CHANDLERPresident-$0--
Filing and Contact Details

Filer

Filer Name
The Scottsdale Foundation
EIN
95-4799859
Phone
6264499692
Address
1592 VIRGINIA ROAD, SAN MARINO, CA 91108-1934

Signing Officer

Name
Sue W Chandler
Title
CFO & Secretary
Phone
6264494692
Signed
2019-11-04
Discuss with paid preparer
Yes

Preparer

Firm
Temo Arjani Llp
Address
301 E COLORADO BLVD SUITE 426, PASADENA, CA 91101
Preparer
Matthew L Rayer
Phone
6265781978
Raw XML AppendixShowing 400 of 458 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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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF, PART IV, LINE 1
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GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0SUPPLEMENTAL PDF SCHEDULES ARE RESTRICTED FOR EXEMPT ORGANIZATIONS; THEREFORE, CAPITAL GAIN AND LOSS DETAIL IS NOT ATTACHED AND WILL BE PROVIDED UPON REQUEST.
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IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0SUE W CHANDLER
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1STEPHEN CHANDLER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt128350
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt31000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt41000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt55000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt610000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CHANDLER SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1MUSEIQUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2JERICHO ROAD PASADENA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3HUNTINGTON MEMORIAL RESEARCH INSTITUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4OLD MILL FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5PASADENA GUILD OF CHILDREN'S HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6SEQUOYAH SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01005 ARMADA DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1300 E GREEN STREET 3RD FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt275 S GRAND AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3686 S FAIR OAKS AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41120 OLD MILL RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt54650 SUNSET BLVD STE M/S4
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6535 PASADENA AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PASADENA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PASADENA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2PASADENA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3PASADENA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4SAN MARINO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6PASADENA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd091103
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd191101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd291105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd391105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd491108
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd590027
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd691105
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt065350
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt060798
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt060798
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt036637
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0250327
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0324066
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt056879
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0301874
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0301874
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0674452
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt06543
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt036637
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0250327
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0324066
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt056879
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt067341
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt06543
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0976326
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0969783
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorNum34
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0STEPHEN SUE W CHANDLER
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1STEPHEN SUE W CHANDLER
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm2STEPHEN SUE W CHANDLER
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm3STEPHEN SUE W CHANDLER
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01592 VIRGINIA ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt11592 VIRGINIA ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt21592 VIRGINIA ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt31592 VIRGINIA ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SAN MARINO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1SAN MARINO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2SAN MARINO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm3SAN MARINO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd3CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd091108
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd191108
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd291108
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd391108
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd2X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd3X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0138420
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt160948
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt251696
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt342873
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum12
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum23
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum34
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0169723
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt182374
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt276027
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt362012
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0113 SHARES OF AMAZON COM INC STOCK
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1172 SHARES OF INTUITIVE SURGICAL INC STOCK
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc2427 SHARES OF SERVICENOW INC STOCK
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc3470 SHARES OF VISA INC STOCK
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02018-12-31
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12018-12-31
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt22018-12-31
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt32018-12-31
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0824
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FEDERAL TAX PAYMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT EXPENSES

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