SCOTTSDALE HONORS COTILLION

EIN: 510137721 501(c)(3)

PHOENIX, AZ

Total Revenue
$15,450
Total Expenses
$10,358
Total Assets
$82,753
Net Assets
$82,753
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2008
Legal Domicile
AZ
Principal Officer
KAREN GOLDBLATT
Tax Period
2019-06-01 to 2020-05-31

SCOTTSDALE HONORS COTILLION, founded in 2008, is a micro nonprofit that reported $15K in total revenue in fiscal year 2019. Revenue fell 20% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $5K, a strong 33% operating margin.

Mission

PURPOSE OF THE SCOTTSDALE HONORS COTILLION IS TO PROMOTE THE EDUCATIONAL GROWTH OF YOUNG WOMEN WHO HAVE OBTAINED EXCELLENCE IN SCHOLARSHIP IN THE SCOTTSDALE SCHOOL DISTRICT AND COMMUNITY SERVICE IN THE CITY OF SCOTTSDALE.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2019)

Revenue Breakdown

Contributions & Grants $17,625
Program Service Revenue $0
Investment Income $30
Other Revenue $-2,205
TOTAL REVENUE $15,450

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $2,418
Other Expenses $10,358
TOTAL EXPENSES $10,358

Year-over-Year Comparison

2019 2018 Change
Revenue $15,450 $19,321 -0.2%
Expenses $10,358 $14,955 -0.3%
Net Income $5,092 $4,366 +0.2%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Governance

Voting Members
17
Independent Members
17
Employees
N/A
Volunteers
N/A

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
17
$0
Total Directors
17
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
TRACI CORNELL SECRETARY N/A
Officer Director
$0 $0 $0
JULIE GERUT OTHER OFFICE N/A
Officer Director
$0 $0 $0
KAREN GOLDBLATT TREASURER N/A
Officer Director
$0 $0 $0
IONE KALISH OTHER OFFICE N/A
Officer Director
$0 $0 $0
ALICIA KNIPP OTHER OFFICE N/A
Officer Director
$0 $0 $0
BETHANY KONCHAN OTHER OFFICE N/A
Officer Director
$0 $0 $0
TERI KONCHAN OTHER OFFICE N/A
Officer Director
$0 $0 $0
VERONICA LEIPER OTHER OFFICE N/A
Officer Director
$0 $0 $0
GWEN LOCKHART OTHER OFFICE N/A
Officer Director
$0 $0 $0
POLLY OLSON OTHER OFFICE N/A
Officer Director
$0 $0 $0
SUSAN MANNING PEREZ OTHER OFFICE N/A
Officer Director
$0 $0 $0
MICHELE PREJEAN OTHER OFFICE N/A
Officer Director
$0 $0 $0
NINA PREJEAN OTHER OFFICE N/A
Officer Director
$0 $0 $0
BETTY PRICE OTHER OFFICE N/A
Officer Director
$0 $0 $0
DOLLIE RAUCH OTHER OFFICE N/A
Officer Director
$0 $0 $0
KATHRYN TEMPLE OTHER OFFICE N/A
Officer Director
$0 $0 $0
EVA WILLIAMS OTHER OFFICE N/A
Officer Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2020 $15,450 $10,358 $82,753 $5,092
2019 $19,321 $14,955 $77,661 $4,366
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