EDUCATION FORWARD ARIZONA: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- EDUCATION FORWARD ARIZONA (EIN 20-2366755)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-08-29
- IRS object ID
- 202432429349301648
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-29T18:29:19-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341884125 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MHM LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4722 N 24TH ST STE 300 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202366755 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDUCATION FORWARD ARIZONA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EDUC | BusinessNameControlTxt |
| Phone | 6026361850 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4747 N 32ND ST SUITE 150 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85018 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICH NICKEL | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 6026361850 | PhoneNum |
| Signature | 2024-08-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRISTEN M BASS | PreparerPersonNm |
| PTIN | P01247587 | PTIN |
| Phone | 6022646835 | PhoneNum |
| Preparation | 2024-08-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | RICH NICKEL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4747 N 32ND ST SUITE 150 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $11,782,721 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | EDUCATIONFORWARDARIZONA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2005 | FormationYr |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Activity Or Mission | ADVOCATE FOR AND ACT ON EDU. IMPROVEMENTS THAT ADVANCE THE QUALITY OF LIFE FOR ALL ARIZONANS | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 57 | TotalEmployeeCnt |
| Total Volunteers | 15 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $9,011,579 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,894,596 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $26,733 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $134,297 | CYProgramServiceRevenueAmt |
| PY Investment Income | $203,822 | PYInvestmentIncomeAmt |
| CY Investment Income | $237,649 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $9,242,134 | PYTotalRevenueAmt |
| CY Total Revenue | $6,266,542 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,469,054 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,133,540 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,797,690 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,141,938 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $245,726 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,898,129 | PYOtherExpensesAmt |
| CY Other Expenses | $1,944,111 | CYOtherExpensesAmt |
| PY Total Expenses | $6,164,873 | PYTotalExpensesAmt |
| CY Total Expenses | $7,219,589 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,077,261 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$953,047 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $20,619,225 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,694,562 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,570,474 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,950,489 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $19,048,751 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $18,744,073 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO ADVOCATE FOR AND ACT ON EDUCATION IMPROVEMENTS THAT ADVANCE THE QUALITY OF LIFE FOR ALL ARIZONANS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,788,825 | ExpenseAmt |
| Grant | $2,133,540 | GrantAmt |
| Revenue | $134,297 | RevenueAmt |
| Desc | EDUCATION FORWARD ARIZONA STRIVES TO INCREASE SUPPORT FOR EDUCATION, RECOGNIZING ITS IMPORTANCE IN IMPROVING ARIZONA'S ECONOMY. ACCORDINGLY, EDUCATION FORWARD ARIZONA ADVOCATES FOR AND ACTS ON EDUCATION IMPROVEMENTS THAT ADVANCE THE QUALITY OF LIFE FOR ALL ARIZONANS.OUR ORGANIZATION'S HIGH-LEVEL GOALS ARE AS FOLLOWS:DEVELOP SUPPORT FOR IMPROVED OUTCOMES ON ARIZONA EDUCATION PROGRESS METER INDICATORS. REACH THE STATE ATTAINMENT GOAL BY 2030, WORKING THROUGH THE P-20 CONTINUUM.CLOSE ACHIEVEMENT GAPS AT ALL LEVELS.ADVOCATE FOR STATE-LEVEL FUNDING ALLOCATED TO THOSE MOST IN NEED. (CONTINUED ON SCHEDULE O) | Desc |
| Total Program Service Expenses | $5,788,825 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 46 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 57 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICH NICKEL PRESIDENT & CEO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6026361850 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4747 N 32ND ST SUITE 150 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85018 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| RICH NICKEL | |||||||
| PRESIDENT & CEO | 40.00 | Yes (X) | Yes (X) | $280,747 | $0 | $22,799 | |
| VINCE ROIG | |||||||
| DIRECTOR & CHAIRMAN | 0.25 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RON BUTLER | |||||||
| DIRECTOR & TREASURER | 0.25 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOHN FEES | |||||||
| DIRECTOR & VICE CHAIR | 0.25 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SHELLEY MELLON | |||||||
| DIRECTOR & SECRETARY | 0.25 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| TRACY BAME | |||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| GONZALO DE LA MELENA | |||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| KATE HICKMAN | |||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| CHEVY HUMPHREY | |||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| EDMUNDO HIDALGO | |||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| DR DANIEL CORR | |||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| CHARLES MONTY ROESSEL | |||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| SHELLEY WATSON | |||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| SCOTT VANDERPOOL | |||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| DEANNA SALAZAR | |||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| PAUL KOEHLER | |||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| DIANA FIGUEROA | |||||||
| SR VP MARCOMM & STRATEGIC | 40.00 | $138,228 | $0 | $7,742 | Yes (X) | ||
| TEENA OLSZEWSKI | |||||||
| SR VP & CHIEF OF STAFF | 40.00 | $130,072 | $0 | $54 | Yes (X) | ||
| HOLLY BAIRD | |||||||
| SR DIR OF FINANCE | 40.00 | $103,787 | $0 | $14,457 | Yes (X) | ||
| TERESA L RUIZ | |||||||
| SR VP, CHIEF PROGRAM & ADVOCACY | 40.00 | $107,785 | $0 | $42 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $760,619 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $45,094 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| COLLABORATIVE COMMUNICATION GROUP | |||||
| 1029 VERMONT AVE NW 9TH FLOOR | WASHINGTON | DC | 20005 | COMMUNICATION CONSULTING | $293,630 |
| DUALITY PUBLIC RELATIONS LLC | |||||
| 3145 E CHANDLER BLVD SUITE 110-640 | PHOENIX | AZ | 85048 | CONSULTING | $130,351 |
| EQUAL MEASURE | |||||
| 520 WALNUT STREET 1450 | PHILADELPHIA | PA | 19106 | CONSULTING | $105,914 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $262,013 | FundraisingAmt |
| Government Grants | $915,967 | GovernmentGrantsAmt |
| All Other Contributions | $4,716,616 | AllOtherContributionsAmt |
| Total Contributions | $5,894,596 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| SUCCESS SERVICES FEES | 611710 | $120,800 | $120,800 |
| AZCAN & TRAINING PROGR | 611710 | $13,497 | $13,497 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $134,297 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $255,534 | TotalRevenueColumnAmt |
| Exclusion | $255,534 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,434,921 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,450,631 | SecuritiesAmt |
| Other | $2,175 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$15,710 | SecuritiesAmt |
| Other | -$2,175 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$17,885 | TotalRevenueColumnAmt |
| Exclusion | -$17,885 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $63,373 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $262,013 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $63,373 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,266,542 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $134,297 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $237,649 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,750 | TotalAmt |
| Program Services | $48,750 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,084,790 | TotalAmt |
| Program Services | $2,084,790 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $303,546 | TotalAmt |
| Program Services | $197,585 | ProgramServicesAmt |
| Management And General | $91,223 | ManagementAndGeneralAmt |
| Fundraising | $14,738 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,384,300 | TotalAmt |
| Program Services | $1,551,995 | ProgramServicesAmt |
| Management And General | $716,544 | ManagementAndGeneralAmt |
| Fundraising | $115,761 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,866 | TotalAmt |
| Program Services | $53,939 | ProgramServicesAmt |
| Management And General | $24,904 | ManagementAndGeneralAmt |
| Fundraising | $4,023 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $173,804 | TotalAmt |
| Program Services | $113,133 | ProgramServicesAmt |
| Management And General | $52,233 | ManagementAndGeneralAmt |
| Fundraising | $8,438 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $197,422 | TotalAmt |
| Program Services | $128,506 | ProgramServicesAmt |
| Management And General | $59,331 | ManagementAndGeneralAmt |
| Fundraising | $9,585 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $344,500 | TotalAmt |
| Program Services | $341,131 | ProgramServicesAmt |
| Management And General | $3,369 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,850 | TotalAmt |
| Management And General | $38,850 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,525 | TotalAmt |
| Program Services | $21,525 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,063 | TotalAmt |
| Management And General | $38,063 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $360,416 | TotalAmt |
| Program Services | $231,379 | ProgramServicesAmt |
| Management And General | $103,852 | ManagementAndGeneralAmt |
| Fundraising | $25,185 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,342 | TotalAmt |
| Program Services | $41,939 | ProgramServicesAmt |
| Management And General | $9,726 | ManagementAndGeneralAmt |
| Fundraising | $1,677 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $354,132 | TotalAmt |
| Program Services | $315,516 | ProgramServicesAmt |
| Management And General | $29,497 | ManagementAndGeneralAmt |
| Fundraising | $9,119 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,330 | TotalAmt |
| Program Services | $9,330 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,023 | TotalAmt |
| Program Services | $84,040 | ProgramServicesAmt |
| Management And General | $6,809 | ManagementAndGeneralAmt |
| Fundraising | $1,174 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,242 | TotalAmt |
| Program Services | $21,242 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,746 | TotalAmt |
| Program Services | $8,582 | ProgramServicesAmt |
| Management And General | $10,164 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| PARTNERING EXPENSES | $346,568 | $346,568 | |
| RECIPIENT SEMINARS | $145,134 | $145,134 | |
| OTHER FUNDRAISING EVENT | $53,817 | $53,817 | |
| MEMBERSHIP DUES | $22,277 | $22,277 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,146 | TotalAmt |
| Program Services | $21,464 | ProgramServicesAmt |
| Management And General | $473 | ManagementAndGeneralAmt |
| Fundraising | $2,209 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,219,589 | TotalAmt |
| Program Services | $5,788,825 | ProgramServicesAmt |
| Management And General | $1,185,038 | ManagementAndGeneralAmt |
| Fundraising | $245,726 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,836,298 | BOYAmt |
| EOY | $3,027,555 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,106,444 | BOYAmt |
| EOY | $6,856,351 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,638,007 | BOYAmt |
| EOY | $3,576,025 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $341,299 | BOYAmt |
| EOY | $172,367 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,716 | BOYAmt |
| EOY | $55,416 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $119,277 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $60,392 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,302 | BOYAmt |
| EOY | $58,885 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,544,826 | BOYAmt |
| EOY | $6,915,963 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,333 | BOYAmt |
| EOY | $32,000 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,619,225 | BOYAmt |
| EOY | $20,694,562 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $166,031 | BOYAmt |
| EOY | $268,577 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,404,443 | BOYAmt |
| EOY | $1,681,912 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,570,474 | BOYAmt |
| EOY | $1,950,489 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,736,665 | BOYAmt |
| EOY | $6,156,832 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,312,086 | BOYAmt |
| EOY | $12,587,241 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,048,751 | BOYAmt |
| EOY | $18,744,073 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,619,225 | BOYAmt |
| EOY | $20,694,562 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$953,047 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $644,196 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $4,173 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,738,488 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,536,764 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,113,401 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,011,579 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,894,596 | CurrentTaxYearAmt |
| Total | $27,294,828 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $138,156 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $134,158 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $126,360 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,733 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $197,670 | CurrentTaxYearAmt |
| Total | $623,077 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,876,644 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,670,922 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,239,761 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,038,312 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,092,266 | CurrentTaxYearAmt |
| Total | $27,917,905 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,660 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,373 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,588 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,131 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,347 | CurrentTaxYearAmt |
| Total | $69,099 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $30,817 | CurrentTaxYearMinus4YearsAmt |
| Total | $30,817 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $41,477 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,373 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,588 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,131 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,347 | CurrentTaxYearAmt |
| Total | $99,916 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $27,817,989 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $241,040 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $188,247 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $155,135 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $150,589 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $255,534 | CurrentTaxYearAmt |
| Total | $990,545 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $241,040 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $188,247 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $155,135 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $150,589 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $255,534 | CurrentTaxYearAmt |
| Total | $990,545 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $600 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $73 | CurrentTaxYearMinus3YearsAmt |
| Total | $673 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,118,284 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,859,242 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,394,896 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,188,901 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,347,800 | CurrentTaxYearAmt |
| Total | $28,909,123 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.96230 | PublicSupportCY509Pct |
| Public Support PY509 | 0.95370 | PublicSupportPY509Pct |
| Investment Income CY | 0.03430 | InvestmentIncomeCYPct |
| Investment Income PY | 0.04020 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS REVENUE - 2019 AMOUNT: $ 600. 2020 AMOUNT: $ 73. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $21,525 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $21,525 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $7,198,064 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $7,219,589 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $510,979 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $127,745 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | $437,228 | CurrentYearMinus2Amt |
| Current Year Minus1 | $458,244 | CurrentYearMinus1Amt |
| Current Year | $510,979 | CurrentYearAmt |
| Total | $1,406,451 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $2,109,677 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | $58,655 | CurrentYearMinus2Amt |
| Current Year Minus1 | $44,856 | CurrentYearMinus1Amt |
| Current Year | $21,525 | CurrentYearAmt |
| Total | $125,036 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | $109,307 | CurrentYearMinus2Amt |
| Current Year Minus1 | $114,561 | CurrentYearMinus1Amt |
| Current Year | $127,745 | CurrentYearAmt |
| Total | $351,613 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $527,420 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | $36,027 | CurrentYearMinus2Amt |
| Current Year Minus1 | $44,856 | CurrentYearMinus1Amt |
| Current Year | $21,525 | CurrentYearAmt |
| Total | $102,408 | TotalAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,363,611 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $681,580 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $319,900 | GrantsOrScholarshipsAmt |
| End Year Balance | $6,725,291 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,308,207 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$869,599 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $324,997 | GrantsOrScholarshipsAmt |
| Other Expenditures | $750,000 | OtherExpendituresAmt |
| End Year Balance | $6,363,611 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,987,903 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,249,006 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $178,702 | GrantsOrScholarshipsAmt |
| Other Expenditures | $750,000 | OtherExpendituresAmt |
| End Year Balance | $8,308,207 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,593,101 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $500,302 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $355,500 | GrantsOrScholarshipsAmt |
| Other Expenditures | $750,000 | OtherExpendituresAmt |
| End Year Balance | $7,987,903 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,651,138 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,117,563 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $425,600 | GrantsOrScholarshipsAmt |
| Other Expenditures | $750,000 | OtherExpendituresAmt |
| End Year Balance | $8,593,101 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.89342 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.10658 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $119,277 | OtherCostOrOtherBasisAmt |
| Depreciation | $60,392 | DepreciationAmt |
| Book Value | $58,885 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $58,885 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $7,285,472 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $644,196 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $410,622 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $1,054,818 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,230,654 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $38,063 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$2,175 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $35,888 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,266,542 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,590,150 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $406,449 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $2,175 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $408,624 | ExpensesNotReportedAmt |
| Expenses Subtotal | $7,181,526 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $38,063 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $38,063 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $7,219,589 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ENDOWMENT FUNDS ARE HELD AS INVESTMENTS. THE EARNINGS FROM THE INVESTMENTS ARE HELD FOR SCHOLARSHIP GRANTS AND COLLEGE SUCCESS SERVICE EXPENSES. THESE EXPENSES INCLUDE PROFESSIONAL AND PEER MENTORING, AS WELL AS TECHNICAL AND PROGRAM COSTS. |
| PART X, LINE 2: | THE ORGANIZATION QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("IRC") AND, ACCORDINGLY, THERE IS NO PROVISION FOR INCOME TAXES. IN ADDITION, THE ORGANIZATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170 OF THE IRC AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE ORGANIZATION. INCOME DETERMINED TO BE UNRELATED BUSINESS TAXABLE INCOME WOULD BE TAXABLE. THE ORGANIZATION EVALUATES ITS UNCERTAIN TAX POSITIONS, IF ANY, ON A CONTINUAL BASIS THROUGH REVIEW OF ITS POLICIES AND PROCEDURES, REVIEW OF ITS REGULAR TAX FILINGS, AND DISCUSSIONS WITH OUTSIDE EXPERTS. AS OF DECEMBER 31, 2023 AND 2022, MANAGEMENT DOES NOT BELIEVE ANY UNCERTAIN TAX POSITIONS EXIST. THE ORGANIZATION'S FEDERAL RETURN OF ORGANIZATIONS EXEMPT FROM INCOME TAX (FORM 990) FOR 2020, 2021, AND 2022 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THE THREE YEARS AFTER THEY WERE FILED. AS OF THE DATE OF THIS REPORT, THE ORGANIZATION'S 2023 RETURN HAD NOT YET BEEN FILED. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | LOSS ON DISPOSAL OF FURNITURE AND EQUIPMENT -2,175. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | LOSS ON DISPOSAL OF FURNITURE AND EQUIPMENT 2,175. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | INSPIRED | Event1Nm |
| Gross Receipts Event1 | $325,386 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $262,013 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $63,373 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $63,373 | FoodAndBeverageEvent1Amt |
| Gross Receipts Total | $325,386 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $262,013 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $63,373 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $63,373 | FoodAndBeverageTotalEventsAmt |
| Direct Expense Summary Events | $63,373 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $0 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| COCONINO HIGH SCHOOL | |||||||
| 2801 N IZABEL STREET | FLAGSTAFF | AZ | 86004 | GOVERNMENT | $6,000 | $0 | COLLEGE KNOWING & GOING |
| MARCOS DE NIZA HIGH SCHOOL | |||||||
| 6000 S LAKESHORE DR | TEMPE | AZ | 85283 | GOVERNMENT | $6,000 | $0 | COLLEGE KNOWING & GOING |
| MOUNTAIN POINTE HIGH SCHOOL | |||||||
| 4201 E KNOX RD | PHOENIX | AZ | 85044 | GOVERNMENT | $6,000 | $0 | COLLEGE KNOWING & GOING |
| SAHUARITA USD #30 | |||||||
| 350 W SAHUARITA ROAD | SAHUARITA | AZ | 85629 | GOVERNMENT | $6,000 | $0 | COLLEGE KNOWING & GOING |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 659 | RecipientCnt |
| Cash Grant | $2,084,790 | CashGrantAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANTS ARE AWARDED ON A SEMESTER-TO-SEMESTER BASIS. AN AWARDEE MUST MEET TWO TIMES PER SEMESTER WITH A STAFF COACH/MENTOR, MEET A GPA REQUIREMENT BY PROVIDING THEIR TRANSCRIPT AND PROVIDE THEIR MENTOR WITH A CLASS REGISTRATION SCHEDULE FOR THE NEXT SEMESTER. IF AT ANY TIME AN AWARDEE IS NOT CURRENT IN THEIR REQUIREMENTS, FUNDING MAY BE WITHHELD OR WITHDRAWN. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICH NICKEL | PersonNm |
| Title | PRESIDENT & CEO | TitleTxt |
| Base Compensation Filing Org | $248,580 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $25,000 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $7,167 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $13,750 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $9,049 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $303,546 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | BONUS PAYMENTS WERE MADE BASED ON MEETING ORGANIZATIONAL GOALS AND ARE AT THE DISCRETION OF THE BOARD OF DIRECTORS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 PART III, LINE 4A | EDUCATION IS THE FUNDAMENTAL DRIVER OF A MORE ROBUST ARIZONA WORKFORCE AND ECONOMY AND OUR BEST LEVER FOR IMPROVING THE QUALITY OF LIFE FOR ALL ARIZONANS. TO MOVE ARIZONA FORWARD, WE MUST MOVE EDUCATION FORWARD. THE COLLEGE SUCCESS SERVICES PROGRAM GRANTED SCHOLARSHIPS IN 2023 TO 659 STUDENTS, AMOUNTING TO A TOTAL OF $2,084,790. 2023 FEATURED SOME IMPORTANT NEW SUCCESS SERVICES PARTNERSHIPS AND INCREASED SCHOLARSHIP OPPORTUNITIES FOR DESERVING YOUTH ACROSS ARIZONA. MOST EDUCATION FORWARD ARIZONA SCHOLARS ARE PROVIDED WITH AN EDUCATION FORWARD ARIZONA SUCCESS ADVISER WHO IS A FULL-TIME TEAM MEMBER. THE SUCCESS SERVICES PROGRAM AIMS TO HELP STUDENTS ACHIEVE A COLLEGE DEGREE AND GUIDE THEM TOWARD A SUCCESSFUL LIFE AFTER COLLEGE. EACH STUDENT ASSIGNED TO A SUCCESS ADVISER MEETS WITH THAT PERSON TWICE PER SEMESTER ON THEIR RESPECTIVE CAMPUS, AS WELL AS VIA PHONE AND VIRTUAL MEANS, TO HELP THEM IDENTIFY ANY HINDRANCES TO THEIR COLLEGE EDUCATION AND TO ASSIST THEM IN CREATING A PLAN TO OVERCOME SUCH OBSTACLES. THESE OBSTACLES COULD BE RELATED TO FINANCES, FAMILY SUPPORT, STUDY HABITS, HOUSING, EMOTIONAL AND MENTAL HEALTH, OR OTHER FACTORS. SUCCESS ADVISERS OFFER SUPPORT AND MOTIVATION TO THEIR SCHOLARS, REGULARLY REMINDING THEM THEY WERE CHOSEN FOR THE SCHOLARSHIP BECAUSE EDUCATION FORWARD ARIZONA HAS FAITH IN THEIR POTENTIAL AND FUTURE. THE SUCCESS SERVICES PROGRAM HAS BEEN RUNNING SINCE 2005 AND HAS HELPED OVER 915 STUDENTS GRADUATE THROUGH 2023. THE SIX-YEAR GRADUATION RATE IS 74%, AND FRESHMAN RETENTION RATE IS 91%. MOST OF OUR STUDENTS, AROUND 70%, ARE FIRST-GENERATION COLLEGE STUDENTS. ADDITIONALLY, WE HOLD AN ANNUAL LEADERSHIP SYMPOSIUM EACH JANUARY FOR OUR SCHOLARS. THIS ALL-DAY EVENT ALLOWS STUDENTS TO MEET AND NETWORK WITH PEERS FROM OTHER CAMPUSES, LISTEN TO INSPIRING SPEAKERS, PARTICIPATE IN TEAMBUILDING ACTIVITIES, AND ATTEND WORKSHOPS FOCUSED ON PREPARING FOR LIFE AFTER COLLEGE. IN 2023, EDUCATION FORWARD ARIZONA RELAUNCHED AND REBRANDED THE ARIZONA COLLEGE ACCESS NETWORK (AZCAN) TO GROW ITS MEMBERSHIP AND LEVERAGE THE NETWORK AS AN ADVOCACY VOICE FOR ADVANCING COLLEGE ACCESS AND STUDENT SUCCESS TOWARD ATTAINMENT. THE AZCAN COLLEGE ACCESS PROFESSIONAL SEGMENT INCREASED BY OVER 300 INDIVIDUALS IN 2023 AND NOW BOASTS 1,229 MEMBERS. AMONG THESE, 459 REPRESENT K-12 SCHOOLS, 132 REPRESENT SCHOOL DISTRICTS, 76 REPRESENT UNIVERSITIES, 47 REPRESENT COMMUNITY COLLEGES, 7 REPRESENT TECHNICAL/TRADE SCHOOLS, 22 REPRESENT STATE AGENCIES, 220 REPRESENT COLLEGE ACCESS PROGRAMS, 188 REPRESENT COMMUNITY ORGANIZATIONS, AND THE REMAINING 79 REPRESENT A DIVERSE RANGE OF NONPROFIT ORGANIZATIONS, BUSINESSES, AND CORPORATIONS. ADDITIONALLY, IN 2023, 662 PROFESSIONALS PARTICIPATED IN 12 COMPLETELY REDEVELOPED COLLEGE ACCESS PROFESSIONAL (CAP) COURSES, COMPARED TO 40 IN 2022. THIRTY-NINE (39) EARNED CERTIFICATES AS ARIZONA COLLEGE ACCESS PROFESSIONALS, COMPARED TO SEVEN (7) IN THE PREVIOUS YEAR. IN 2023, EDUCATION FORWARD ARIZONA ESTABLISHED COLLEGE READINESS TEAMS AT 30 HIGH SCHOOLS AS PART OF THE HELIOS EDUCATION FOUNDATION COLLEGE KNOWING & GOING (CKG) INITIATIVE. THESE TEAMS COMPRISE HIGH SCHOOL ADMINISTRATORS, COUNSELORS, TEACHERS, AMERICORPS MEMBERS, POSTSECONDARY PARTNERS, COMMUNITY MEMBERS, AND CKG COORDINATORS WHO WORK TOGETHER TO IDENTIFY STRATEGIES TO ENHANCE COLLEGE READINESS AND ACCESS. THEY ALSO AIM TO STRENGTHEN THE COLLEGE-GOING CULTURE, WHICH IS TAILORED TO MEET THE UNIQUE NEEDS OF EACH SCHOOL COMMUNITY. FIFTY-EIGHT (58) STUDENT CKG AMBASSADORS ENROLLED IN POST-SECONDARY INSTITUTIONS IN THE FALL OF 2023 AND WERE AWARDED $2,000 EACH IN SCHOLARSHIPS. IN ITS FIFTH YEAR OF OPERATION IN 2023, THE GOAL OF THE ADVISEAZ AMERICORPS PROGRAM IS TO INCREASE THE NUMBER OF HIGH SCHOOL STUDENTS FROM LOW-INCOME, FIRST-GENERATION, AND MINORITY BACKGROUNDS WHO PURSUE AND COMPLETE POSTSECONDARY EDUCATION THROUGH ASSISTANCE PROVIDED BY ADVISEAZ MEMBERS. THESE ADVISERS ARE PLACED IN TITLE I HIGH SCHOOLS AND COMMUNITY SITES ACROSS ARIZONA, INCLUDING TUCSON, PHOENIX, AND FLAGSTAFF, AS WELL AS RURAL AREAS LIKE YUMA, PINAL, COCHISE, GILA, MOHAVE, AND GRAHAM COUNTIES. IN 2023, TWENTY-TWO (22) MEMBERS AIDED MORE THAN 435 STUDENTS, INCLUDING SERVICES TO 180 INDIVIDUAL STUDENTS IN CKG SCHOOLS. HISTORICALLY, 58% OF ADVISEAZ STUDENTS SERVED HAVE ENROLLED IN AN INSTITUTION OF HIGHER EDUCATION (UNIVERSITY, COMMUNITY COLLEGE, TRADE SCHOOL, ETC.) AFTER GRADUATING FROM HIGH SCHOOL. ANOTHER IMPORTANT EDUCATION FORWARD ARIZONA PROGRAM IS PROJECT BENJAMIN, OR "ASK BENJI." IT IS THE FIRST CHATBOT POWERED BY ARTIFICIAL INTELLIGENCE (AI), DESIGNED TO HELP HIGH SCHOOL SENIORS PURSUE HIGHER EDUCATION. ASK BENJI IS A CHATBOT TOOL THAT ASSISTS STUDENTS IN FILLING OUT THE FREE APPLICATION FOR FEDERAL STUDENT AID (FAFSA). IN ITS FIFTH YEAR, ASK BENJI SERVED MORE THAN 34,000 SENIORS AND 6,000 JUNIORS ATTENDING 158 HIGH SCHOOLS WITHIN 29 SCHOOL DISTRICTS ACROSS ARIZONA. BENJI PROVIDES PERSONALIZED NUDGES, PROMPTS, AND INFORMATION TO STUDENTS, INCLUDING THE NEXT STEPS FOR FAFSA COMPLETION, INVITATIONS TO COLLEGE READINESS EVENTS BY SCHOOL, DISTRICT, OR REGION, AND GENERAL COLLEGE-GOING INFORMATION. STUDIES SUGGEST THAT TEXT-BASED OUTREACH SIGNIFICANTLY INCREASES TIMELY ENROLLMENT FOR NON-FAFSA COMPLETERS. |
| FORM 990 PART III, LINE 4A (CONT'D) | THROUGHOUT 2023, EDUCATION FORWARD ARIZONA DISSEMINATED VALUABLE INFORMATION VIA THE EDUCATION EXPLAINER, A NONPARTISAN RESOURCE THAT AIMED TO EDUCATE INDIVIDUALS ON HOW CRUCIAL EDUCATION ISSUES IMPACT SCHOOLS, EDUCATORS, STUDENTS, AND FAMILIES. THE ORGANIZATION ALSO SHARED ITS PERSPECTIVE ON HOW THE ISSUES CAN HELP INCREASE EDUCATION ATTAINMENT AND DRIVE PROGRESS TOWARD THE EDUCATION PROGRESS METER GOALS. BELOW ARE THE EDUCATION EXPLAINER TOPICS COVERED SINCE THE EDUCATION EXPLAINER WAS LAUNCHED IN 2022: - WHAT IS AFFIRMATIVE ACTION AND WHAT DOES IT MEAN FOR ARIZONA STUDENTS? - DUAL ENROLLMENT - WHAT'S IN THE GOVERNOR'S PROPOSED FY24 STATE BUDGET FOR EDUCATION? - 2022 STATE OF THE STATE: ADDRESSING DUCEY'S EDUCATION AGENDA - WHAT'S IN THE GOVERNOR'S PROPOSED FY23 STATE BUDGET FOR EDUCATION? - AGGREGATE EXPENDITURE LIMIT FREQUENTLY ASKED QUESTIONS - ARIZONA'S HIGH SCHOOL GRADUATION REQUIREMENTS: SPOTLIGHT ON MATH - WHAT'S IMPORTANT TO INCLUDE IN A SCHOOL FUNDING PROPOSAL & THE IMPACT OF SB1269 - FY23 BUDGET OVERVIEW - ARIZONA SCHOOL VOUCHERS EXPLAINED - PROPOSITION 308 EXPLAINED - EDUCATION EXPLAINER: ARIZONA'S TEACHER SHORTAGE EDUCATION FORWARD ARIZONA CONTINUED TO POSITION ITSELF AS A LEADING STATEWIDE VOICE FOR P-20 EDUCATION IN 2023 BY BUILDING SUPPORT FOR CRITICAL INVESTMENTS IN EDUCATION IN THE STATE BUDGET AND FINDING LONG-TERM EDUCATION FUNDING SOLUTIONS. IN MARCH 2023, EDUCATION FORWARD ARIZONA PUBLISHED THE BILLIONS TO GAIN ECONOMIC IMPACT REPORT IN PARTNERSHIP WITH HELIOS EDUCATION FOUNDATION. THE REPORT AFFIRMS THE ECONOMIC RESPONSE TO THE QUESTION "IS COLLEGE WORTH IT AND SHOWS THAT ARIZONANS WHO PURSUE EDUCATION AFTER HIGH SCHOOL EXPERIENCE HIGHER LIFETIME EARNINGS, BETTER HEALTH, AND MORE ECONOMIC OPPORTUNITIES. THE REPORT DEMONSTRATED HOW MODEST INCREASES IN HIGHER EDUCATION ENROLLMENT COULD LEAD TO BILLIONS IN ECONOMIC GAINS FOR ARIZONA EACH YEAR. THE REPORT'S FINDINGS ARE THE BACKBONE OF THE EVERYTHING TO GAIN CAMPAIGN AND A PRIMARY COMPONENT OF THE ECONOMIC AND EQUITY MESSAGING NOW BEING DELIVERED ACROSS THE STATE. SPECIFICALLY, THROUGHOUT 2023, EDUCATION FORWARD ARIZONA AND HELIOS EDUCATION FOUNDATION CONVENED COMMUNITY LEADERS TO DISCUSS THE REPORT AND ITS IMPLICATIONS FOR ARIZONA EDUCATORS AND POLICYMAKERS. EFA AND HELIOS LEADERS DELIVERED THIS MESSAGE AT STATE, LOCAL AND NATIONAL CONFERENCES, INCLUDING 50 PRESENTATIONS TO OVER 970 COMMUNITY MEMBERS STATEWIDE. THOUSANDS OF OTHERS WERE ENGAGED THROUGH THE POPULAR MONTHLY "POWER HOUR", WHICH BRINGS TOGETHER EXPERTS TO UNPACK COMPLICATED AND TIMELY EDUCATION ISSUES IN A WEBINAR SETTING. SIGNIFICANT MEDIA COVERAGE ALSO ENSUED. A SECOND EVERYTHING TO GAIN PRESS CONFERENCE HOSTED IN SEPTEMBER IN PARTNERSHIP WITH SOUTH MOUNTAIN COMMUNITY COLLEGE AND BUSINESS LEADERS REVEALED A NEW INTERIM REPORT AND A BUSINESS-EDUCATION COMPACT. THE TWO PRESS CONFERENCES HELD IN 2023 AROUND EVERYTHING TO GAIN GARNERED HUNDREDS OF DIGITAL, PRINT, RADIO, AND BROADCAST STORIES, RESULTING IN A POTENTIAL AUDIENCE REACH OF 935 MILLION PEOPLE. AS PART OF THE EFFORT, A "VOICE OF ATTAINMENT" GROUP CREATED AND LED BY EDUCATION FORWARD ARIZONA COMPRISED OF EDUCATIONAL INSTITUTIONS, NONPROFIT ORGANIZATIONS, FOUNDATIONS AND CHAMBERS OF COMMERCE, CONTINUES TO STRATEGICALLY PROMOTE THE VALUE OF EDUCATION AND ATTAINMENT AND AMPLIFY EVERYTHING TO GAIN MESSAGES. ADDITIONALLY, IN 2023, EDUCATION FORWARD ARIZONA LAUNCHED AN ACTION PLAN THAT REPRESENTS A SHARED SET OF PRIORITIES AND ADVOCACY AGENDA ITEMS FROM EDUCATION, BUSINESS, AND COMMUNITY LEADERS REPRESENTING THE MOST IMPORTANT STEPS THE STATE COULD TAKE TO ADVANCE THE ACHIEVE60AZ ATTAINMENT GOAL AND THE ARIZONA PROGRESS METER INDICATORS. THIS IS THE CONTINUATION OF WORK THAT BEGAN IN 2022 WITH A SET OF EDUCATION THOUGHT LEADERS AND EXPANDED TO HUNDREDS OF OTHERS ACROSS THE STATE, INCLUDING GROUPS OF EDUCATORS AND STUDENTS. HUNDREDS OF PEOPLE WERE ENGAGED IN CRAFTING THE PLAN THROUGH MULTIPLE CONVENINGS AND SURVEYS. IN 2023, MANY MORE WERE REACHED AS THE EDUCATION FORWARD ARIZONA COMMUNITY IMPACT TEAM WAS ACTIVATED TO PROVIDE OVER 100 PRESENTATIONS ACROSS ARIZONA TO BUSINESS LEADERS, EDUCATORS, AND COMMUNITY GROUPS TO PROMOTE ORGANIZATIONAL PRIORITIES, EDUCATIONAL POLICY AND THE EVERYTHING TO GAIN MESSAGE FRAMEWORKS. THE EFFECTIVENESS OF THIS POLICY-ADVOCACY WORK WAS DEMONSTRATED IN LEGISLATIVE ACTIONS SUCH AS INCREASED DUAL ENROLLMENT FUNDING, ARIZONA COLLEGE PROMISE PROGRAM EXPANSION, AND A TWO-YEAR SOLUTION TO ARIZONA'S AGGREGATE EXPENDITURE LIMIT (AEL) ISSUE. ALTHOUGH EDUCATION FORWARD ARIZONA PROVIDES SUBSTANTIAL DIRECT SERVICES AND SCHOLARSHIPS TO THOUSANDS OF ARIZONA STUDENTS, THE ORGANIZATION STRIVES TO MAINTAIN A LOW OVERHEAD. AS A PERCENTAGE OF TOTAL EXPENSES, PROGRAM SERVICES AND SCHOLARSHIPS ACCOUNT FOR 79.8%, ADMIN IS 16.7%, AND FUNDRAISING IS 3.5%. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND THEN REVIEWED BY THE BOARD OF DIRECTORS AND APPROVED BY THE PRESIDENT/CEO AND EXECUTIVE COMMITTEE BEFORE IT IS FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD OF DIRECTORS ARE REQUIRED TO COMPLETE AND SIGN CONFLICT OF INTEREST QUESTIONNAIRES ANNUALLY. THE CEO AND TREASURER REVIEW AND APPROVE ALL TRANSACTIONS OF THE ORGANIZATION ACCORDING TO THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. ANY POTENTIAL CONFLICTS OF INTEREST WOULD BE DETECTED DURING THE REVIEW AND APPROVAL PROCESS. THE PROCEDURES STATED IN THE CONFLICT-OF-INTEREST POLICY WOULD BE FOLLOWED TO DEAL WITH ANY ISSUE ARISING. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD OF DIRECTORS REVIEW EXTERNAL COMPENSATION/BENEFIT INFORMATION IN MAKING THE DETERMINATION EACH YEAR IF SALARY INCREASES ARE WARRANTED FOR THE PRESIDENT/CEO BASED ON PERFORMANCE AND EXPERIENCE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION DOES NOT MAKE ITS ARTICLES OF INCORPORATION, BYLAWS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. IT MAY PROVIDE DOCUMENTS UPON WRITTEN REQUEST. FORM 990 IS AVAILABLE TO THE PUBLIC ON GUIDESTAR OR UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION HAS NOT CHANGED THE PROCESS FROM THE PRIOR YEAR. |
Comments