Nonprofit · EIN 74-2362123
CALEDONIAN SOCIETY OF ARIZONA
Tax-exempt · PHOENIX, AZ 85076
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2023 | 990 | $284,204 | $326,262 | -$42,058 | $65,216 | $0 | $65,216 |
Financial details: 990 for the year ended December 31, 2023
Revenue
- Contributions, gifts and grants
- $284,176
- Membership dues
- $3,773
- Program service revenue
- $0
- Investment income
- $0
- Other revenue
- $28
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $62,031
- Accounting fees
- $33
- Occupancy
- $163,082
- Travel
- $2,058
- Program services (functional)
- $14,255
- Management and general (functional)
- $23,400
- Fundraising (functional)
- $288,607
Balance sheet and other
- Total assets, start of year
- $88,976
- Total assets, end of year
- $65,216
- Total liabilities, end of year
- $0
- Net assets, end of year
- $65,216
- Net assets without donor restrictions
- $65,216
- Gross receipts
- $284,204
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2018
- State of legal domicile
- AZ
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2023, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Ginni Carldwell | Trustee Trustee or director | – | $0 |
| Pat Schuller | Trustee Trustee or director | – | $0 |
| Kevin Conquest | Trustee Trustee or director | – | $0 |
| Linda McGuire | Secretary Officer | 10 | $0 |
| David McBee | President Officer | 20 | $0 |
| Dale Lewis | Treasurer Officer | 20 | $0 |
| Mark Pelletier | Vice President Officer | 20 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 50092, PHOENIX, AZ 85076-0092
- Mailing address (990-N for 2025)
- PO Box 50092, Phoenix AZ 85076
- Principal officer (990 for 2023)
- Dale Lewis, 8532 E Sells Dr, Scottsdale, AZ 85251
- Principal officer (990-N for 2025)
- David McBee, PO Box 50092, Phoenix AZ 85076
- Signed the 990
- Dale Lewis, Treasurer
- Phone
- (602) 526-0612
- Website
- www.arizonascots.com
- Return prepared by
- New Beginnings One Stop Tax Relief
Mission
To promote, support and encourage art, culture and heritage of Scotland thru the sponsorship of activities such as but not limited to the Annual gathering and highland games.
Program accomplishments
- To promote, support and encourage, culture, and heritage of Scotland thru the Sponsorship of Activities such as but not limited to the annual gathering and highland games Phoenix Scotish games revenue is a carryover from the 2019-2022 Fiscal Years. We have women and men's athletic competitions. Highland dancing competitions as well as pipe bands and bagpiping competion. We also have celtic music to entertain the attendees and clans travel from around the Country to share family heritage.Expenses $14,255 · revenue $284,204
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-N on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-N on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 74-2362123
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1998
- Accounting year ends
- December
- Files
- Form 990-N (e-Postcard)
- Category (NTEE)
- Arts, culture and humanities (A230)
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-N for 2025 Officer: David McBee | December 31, 2025 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2024 Officer: Dale Lewis | December 31, 2024 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990 | December 2023 | $284,204 | $326,262 | $65,216 | XML |
| 990 | December 2022 | $257,559 | $207,713 | $88,976 | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 74-2362123).
Questions about CALEDONIAN SOCIETY OF ARIZONA
- What is the EIN of CALEDONIAN SOCIETY OF ARIZONA?
- The employer identification number (EIN) of CALEDONIAN SOCIETY OF ARIZONA is 74-2362123.
- Is CALEDONIAN SOCIETY OF ARIZONA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to CALEDONIAN SOCIETY OF ARIZONA tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CALEDONIAN SOCIETY OF ARIZONA file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of CALEDONIAN SOCIETY OF ARIZONA due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CALEDONIAN SOCIETY OF ARIZONA last file with the IRS?
- The latest return in the IRS public files is the 990-N for 2025 for the year ended December 31, 2025.
- Who is the principal officer of CALEDONIAN SOCIETY OF ARIZONA?
- The 990 for the year ended December 31, 2023 names Dale Lewis.
- Who are the officers and directors of CALEDONIAN SOCIETY OF ARIZONA?
- The 990 for the year ended December 31, 2023 lists 7 people; 0 received compensation from the organization.
- How much revenue does CALEDONIAN SOCIETY OF ARIZONA have?
- On its 990 for the year ended December 31, 2023 it reported revenue of $284,204, expenses of $326,262 and total assets of $65,216 at year end.
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