2023-05-11T15:19:18-05:00 2022-06-30 450250958 EIDE BAILLY LLP 2355 E CAMELBACK RD STE 900 PHOENIX AZ 850169065 990 2021-07-01 820538372 CENTER FOR THE FUTURE OF ARIZONA CENT 6024961360 541 E VAN BUREN STE B-5 PHOENIX AZ 850042211 SYBIL FRANCIS PRESIDENT & CEO 6024961360 2023-05-11 1 SYBIL FRANCIS 999009999 BRENDA ANN BLUNT CPA P00075126 4803151040 2023-05-11 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z SYBIL FRANCIS 541 E VAN BUREN STE B-5 PHOENIX AZ 850042211 4501198 0 X WWW.ARIZONAFUTURE.ORG X 2002 AZ BRINGING ARIZONANS TOGETHER TO CREATE A STRONGER AND BRIGHTER FUTURE FOR OUR STATE. 12 11 0 11 0 0 4905126 4255771 616110 242189 142 12 1762 3226 5523140 4501198 0 0 0 0 1722917 2443925 0 0 262241 3190684 2600921 4913601 5044846 609539 -543648 2983271 1763125 1368477 691979 1614794 1071146 X BRINGING ARIZONANS TOGETHER TO CREATE A STRONGER AND BRIGHTER FUTURE FOR OUR STATE. 0 0 3015698 237502 EDUCATIONARIZONA PATHWAYS TO PROSPERITY: CFA CONTINUES TO CREATE SEAMLESS COLLEGE AND CAREER PATHWAYS THAT ENABLE MORE YOUNG PEOPLE TO EARN DEGREES AND CREDENTIALS IN HIGH-DEMAND INDUSTRIES. THIS INCLUDED DIGITIZING THE POSSIBLE FUTURES CAREER EXPLORATION CURRICULUM FOR GRADE 6-8 STUDENTS, PARTNERING WITH ARIZONA DEPARTMENT OF EDUCATION, PIPELINEAZ, AND THE ARIZONA BUSINESS EDUCATION COALITION IN THE DEVELOPMENT OF MYFUTUREAZ, A NEW CAREER EXPLORATION AND PLANNING PLATFORM FOR GRADE 6-12 STUDENTS ACROSS THE STATE, AND PILOTING A DISTRIBUTED ADVISING APPROACH FOR HIGH SCHOOL STUDENTS TO ADVISE THEIR PEERS ON DUAL ENROLLMENT OPPORTUNITIES. (CONTINUED ON SCH O)ARIZONA PERSONALIZED LEARNING NETWORK: CFA ADVANCED STUDENT-CENTERED LEARNING WITH K-12 PARTNER DISTRICTS THROUGH A SERIES OF INQUIRY LABS SHOWCASING PROMISING PRACTICES FOR IMPLEMENTING PERSONALIZED, COMPETENCY-BASED LEARNING AT THE SYSTEMS LEVEL. DISTRICT LEADERS, SCHOOL LEADERS, AND TEACHERS SHARED CONCRETE STRATEGIES AND MADE ACTION-ORIENTED COMMITMENTS TO IMPLEMENT AND SCALE LEARNER-CENTERED MODELS OF EDUCATION.BEAT THE ODDS SCHOOL LEADERSHIP ACADEMY: CFA LAUNCHED 5 NEW BTO ACADEMY COHORTS TO PROVIDE EXECUTIVE LEADERSHIP TRAINING TO MORE THAN 100 CURRENT AND ASPIRING SCHOOL AND DISTRICT LEADERS ACROSS ARIZONA. CFA ALSO MADE REFINEMENTS TO THE DESIGN AND DELIVERY OF THE BTO ACADEMY BASED ON A PROGRAM EVALUATION CONDUCTED WITH THE MARY LOU FULTON TEACHERS COLLEGE AT ARIZONA STATE UNIVERSITY. 215156 187 CIVIC HEALTHARIZONA CIVIC LIFE PARTNERSHIP: CFA PARTNERED WITH THE ARIZONA CENTER FOR CIVIC LEADERSHIP AT THE FLINN FOUNDATION TO STRENGTHEN CIVIC LIFE IN ARIZONA. A KEY MILESTONE WAS THE CREATION OF A CIVIC HEALTH STEERING COMMITTEE COMPRISED OF 15 LEADING ARIZONA CIVIC ORGANIZATIONS TO COMPLETE A PLAN FOR SET OF STRATEGIES, OBJECTIVES, AND OPPORTUNITIES FOR A COORDINATED APPROACH TO CIVIC RENEWAL STATEWIDE. THIS WORK IS PIVOTAL TO THE PARTNERSHIP'S COMMITMENT TO BUILDING STRONGER, MORE VIBRANT CIVIC HEALTH SHARED PUBLIC VALUE AND ESSENTIAL TO OUR ABILITY TO REALIZE THE ARIZONA WE WANT. (CONTINUED ON SCH O)SCHOOL PARTICIPATORY BUDGETING: CFA CONTINUED TO EXPAND HIGH-IMPACT CIVIC EDUCATION IN K-12 SCHOOLS, WHERE STUDENTS "LEARN DEMOCRACY BY DOING" BY PARTICIPATING IN SPB STEERING COMMITTEES, DEVELOPING PROPOSALS, AND VOTING TO FUND IMPROVEMENT PROJECTS THAT BUILD STRONGER SCHOOL COMMUNITIES. INNOVATIONS THIS YEAR INCLUDED COLLABORATING WITH THE SUNNYSIDE UNIFIED SCHOOL DISTRICT (SUSD) AND THE ARIZONA SECRETARY OF STATE'S COMMUNICATIONS STAFF TO PRESENT A NEW VOTER EDUCATION MODULE FOR STUDENTS, FEATURING INFORMATION ABOUT HOW THE ELECTIONS PROCESS WORKS, HOW TO BECOME A REGISTERED VOTER, AND WHERE TO ACCESS TRUSTED INFORMATION. 675957 WORKFORCE DEVELOPMENTRETAILWORKS AZ: CFA EXPANDED BEYOND MARICOPA COUNTY TO LAUNCH NEW RETAIL EMPLOYER NETWORKS IN YUMA AND SAHUARITA TO SUPPORT THE NEEDS OF RETAILERS AND WORKFORCE DEVELOPMENT WHILE BRINGING EDUCATION AND TRAINING TO RETAIL WORKERS. THE EXPANSION INTO THESE COMMUNITIES IS ESPECIALLY IMPORTANT BECAUSE RETAIL IS A LEADING INDUSTRY IN MANY RURAL AND REMOTE PARTS OF THE STATE. WITHIN MARICOPA COUNTY, CFA IMPLEMENTED INNOVATIVE UPSKILLING PROJECTS, INCLUDING A PARTNERSHIP WITH BASHAS AND THE NATIONAL IMMIGRATION FORUM TO PILOT A SIX-WEEK ESL CURRICULUM CONTEXTUALIZED TO RETAIL FOR EMPLOYEES. (CONTINUED ON SCH O)WORKFORCE LEADERSHIP ACADEMY: IN PARTNERSHIP WITH THE ASPEN INSTITUTE ECONOMIC OPPORTUNITIES PROGRAM (EOP) AND WALMART'S SUPPORT, CFA SUCCESSFULLY LAUNCHED OUR FIRST-EVER WORKFORCE LEADERSHIP ACADEMY IN THE GREATER PHOENIX AREA, FOCUSED ON STRENGTHENING AND BUILDING THE CAPACITY OF THE LEADERS WHO GUIDE WORKFORCE DEVELOPMENT IN ARIZONA. ACADEMY FELLOWS COLLECTIVELY DEVELOPED A SERIES OF RECOMMENDATIONS FOR LONG-TERM SUSTAINABLE SOLUTIONS TO ADDRESS WORKFORCE CHALLENGES IN ARIZONA, INCLUDING IMPROVING JOB QUALITY AND INCREASING DIVERSITY, EQUITY, AND INCLUSION IN THE WORKPLACE, THAT THEY ARE NOW WORKING TO IMPLEMENT THROUGH THEIR OWN ROLES AND ORGANIZATIONS WITHIN THE BROADER WORKFORCE SYSTEM. 60925 4500 ARIZONA PROGRESS METERSCFA PARTNERED WITH THE ARIZONA DEPARTMENT OF EDUCATION, ARIZONA BOARD OF REGENTS, AND EDUCATION FORWARD ARIZONA TO ENHANCE THE ARIZONA EDUCATION PROGRESS METERS, INCLUDING NEW FEATURES TO ANALYZE EDUCATION OUTCOMES BY ALL DEMOGRAPHIC SUBGROUPS AND GEOGRAPHIES, WHICH IS CRITICALLY IMPORTANT IN ADDRESSING EQUITY WITHIN THE EDUCATION SYSTEM AND IMPROVING STUDENT OUTCOMES FOR STUDENTS OF COLOR AND THOSE FROM LOW-INCOME FAMILIES.CFA HELPS COMMUNITIES AND LEADERS LEVERAGE ARIZONA PROGRESS METERS TO ADVANCE DATA-DRIVEN DIALOGUE, DECISION-MAKING, AND SOLUTION-BUILDING. AS AN EXAMPLE, THIS YEAR, CFA WORKED WITH THE STATE OF BLACK ARIZONA TO DEVELOP THEIR VOLUME V: DRIVING LOCAL INVESTMENT IN BLACK ARIZONANS REPORT. CFA WAS INSTRUMENTAL IN PROVIDING DATA AND COLLABORATING WITH THE STATE OF BLACK ARIZONA ON THE COMMUNITY OUTREACH ACTIVITIES THAT INFORMED THE REPORT DEVELOPMENT. THE REPORT, RELEASED BY STATE OF BLACK ARIZONA IN OCTOBER 2021, IS INTENDED TO BE A CATALYST FOR POSITIVE SUBSTANTIVE CHANGE REGARDING THE POLICIES, INFRASTRUCTURES, AND RESOURCES THAT IMPACT THE ARIZONAN BLACK COMMUNITY. 60925 4500 3967736 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 28 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 12 11 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X SYBIL FRANCIS 6024961360 541 E VAN BUREN STE B-5 PHOENIX AZ 85004 SYBIL FRANCIS PRESIDENT & CEO 40.00 X X 234429 0 20672 AMANDA BURKE MANAGING DIRECTOR 40.00 X 186214 0 10451 AARON BALL COLLEGE & CAREER PATHWAYS, 40.00 X 127104 0 4601 HOLLY KURTZ WORKFORCE DEVELOPMENT 40.00 X 124373 0 4975 CYNTHIA ERWIN-HOGBERG COLLEGE & CAREER PATHWAYS 40.00 X 116889 0 2141 PETER BOYLE EDUCATIONAL LEADERSHIP & INNOVATION 40.00 X 113245 0 427 ROBERT LUSTER IT DIRECTOR 40.00 X 102460 0 5498 LATTIE F COOR CHAIR 1.00 X X 0 0 0 RUTH MCGREGOR VICE CHAIR 1.00 X X 0 0 0 GEORGE DEAN SECRETARY/TREASURER 1.00 X X 0 0 0 BILL POST DIRECTOR 1.00 X 0 0 0 PAUL LUNA DIRECTOR 1.00 X 0 0 0 JOSE CARDENAS DIRECTOR 1.00 X 0 0 0 DON SMITH DIRECTOR 1.00 X 0 0 0 RON SHOOPMAN DIRECTOR 1.00 X 0 0 0 CARMEN HEREDIA DIRECTOR 1.00 X 0 0 0 JILL HARRISON DIRECTOR 1.00 X 0 0 0 KATOSHA NAKAI DIRECTOR 1.00 X 0 0 0 1004714 0 48765 7 0 1 1 LAVIDGE 2777 E CAMELBACK RD STE 300 PHOENIX AZ 85016 MARKETING 335013 GALLUP INC PO BOX 74007531 CHICAGO IL 606747064 SURVEY DESIGN 317500 ANSR SOURCE CONTENT US LLC 5440 HARVEST HILL ROAD SUITE 240 DALLAS TX 75230 CURRICULUM DESIGN 276250 SRI INTERNATIONAL PO BOX 2767 MENLO PARK CA 940252767 EVALUATION SERVICES 160372 KNOWLEDGEWORKS FOUNDATION 312 PLUM STREET STE 950 CINCINNATI OH 45202 TECHNICAL ASSISTANCE 154272 5 3143352 1112419 298 4255771 PARTICIPANT FEES 611710 237502 237502 FEES FOR SERVICE 900099 4687 4687 242189 12 12 CASH BACK REFUND 900099 3226 3226 3226 4501198 242189 0 3238 X 221887 199698 22189 1809117 1302859 323135 183123 141333 94926 28228 18179 161353 95959 38335 27059 110235 72162 29028 9045 1765169 1566779 198390 82630 14240 68390 32480 10935 20843 702 55834 55292 349 193 10700 10625 55 20 16072 16072 7484 7484 SCHOOL STIPEND PROGRAM 437450 437450 0 0 LICENSE AND FEES 26362 13682 9981 2699 MEALS AND ENTERTAINMENT 22973 19095 3555 323 PARKING 21967 11209 9198 1560 121800 46753 55709 19338 5044846 3967736 814869 262241 908453 732771 414876 114885 1052529 530186 116521 114487 461152 224021 167214 120439 29740 46775 2983271 1763125 208931 39436 724181 40089 435365 612454 1368477 691979 X 1172959 885146 441835 186000 1614794 1071146 2983271 1763125 -543648 0 X 0 1 X 1 1 1 X 4445565 2254304 2449490 4903126 4255771 18308256 699037 888194 822561 899300 972964 4282056 5144602 3142498 3272051 5802426 5228735 22590312 3571657 19018655 1587 998 432 142 12 3171 22593483 1948924 0.84180 0.81730 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 152445 105670 46775 14769 14769 0 46775 REFUNDABLE AWARD 612454 612454 X 5582178 1080980 1080980 4501198 0 4501198 6125826 1080980 1080980 5044846 0 5044846 PART X, LINE 2: CFA BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY INCOME TAX POSITIONS TAKEN, AND, AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. CFA WOULD RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AND LIABILITIES IN INCOME TAX EXPENSE IF SUCH INTEREST AND PENALTIES ARE INCURRED. 0 0 0 0 0 0 0 0 0 SYBIL FRANCIS PRESIDENT & CEO 234429 0 0 0 0 0 16306 0 4366 0 255101 0 0 0 AMANDA BURKE MANAGING DIRECTOR 186214 0 0 0 0 0 0 0 10451 0 196665 0 0 0 PART II THE PRESIDENT & CEO OF THE CENTER FOR THE FUTURE OF ARIZONA IS AN EMPLOYEE OF THE ARIZONA STATE UNIVERSITY FOUNDATION, SERVING AS A LOANED EXECUTIVE TO THE CENTER FOR THE FUTURE OF ARIZONA. COMPENSATION AND BENEFITS FOR THE PRESIDENT & CEO, PAID BY THE ASU FOUNDATION, ARE INCLUDED AS REPORTABLE COMPENSATION IN THE CENTER FOR THE FUTURE OF ARIZONA'S FORM 990. THE CENTER FOR THE FUTURE OF ARIZONA DID NOT REIMBURSE ARIZONA STATE UNIVERSITY FOUNDATION FOR ANY OF HER COMPENSATION. ALL OTHER EMPLOYEES LISTED ON THIS SCHEDULE J ARE COMPENSATED BY ARIZONA STATE UNIVERSITY. THEIR COMPENSATION IS DETERMINED BY THE UNIVERSITY IN ADHERANCE WITH POLICIES OF THE UNIVERSITY AND APPLICABLE UNIVERSITY GOVERNANCE. THE CENTER FOR THE FUTURE OF ARIZONA REIMBURSED ARIZONA STATE UNIVERSITY FOR $54,083.90 OF THE MANAGING DIRECTOR'S COMPENSATION AND $669,493.44 OF THE COMPENSATION FOR THE OTHER EMPLOYEES. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE IS CHAIRED BY THE CHAIR OF THE ORGANIZATION AND CONSISTS OF ALL OF THE OTHER OFFICERS. THIS COMMITTEE SERVES AS THE CENTRAL PLANNING GROUP FOR THE ORGANIZATION AND AS ADVISOR TO THE STAFF. IT ALSO HAS FULL AUTHORITY OF THE BOARD DURING THE INTERVALS BETWEEN MEETINGS OF THE BOARD. FORM 990, PART VI, SECTION A, LINE 7A THE BY-LAWS OF THE ORGANIZATION PRESCRIBE THAT A MINORITY OF THE BOARD OF DIRECTORS SHALL BE UNIVERSITY MEMBERS APPOINTED BY THE PRESIDENT OF ARIZONA STATE UNIVERSITY. FORM 990, PART VI, SECTION B, LINE 11B BEFORE FILING THE 990 WITH THE IRS, COPIES OF THE RETURN ARE PROVIDED TO ALL MEMBERS OF THE BOARD. COMMENTS ARE MADE BY THE BOARD MEMBERS AND ANY NECESSARY CHANGES ARE MADE TO THE 990 BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY IS MONITORED AND ENFORCED BY REQUIRING BOARD MEMBERS TO SIGN A STATEMENT EACH YEAR THAT IS REVIEWED BY THE CHAIR AND MAINTAINED IN THE BOARD FILE. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION FOR THE CENTER FOR THE FUTURE OF ARIZONA ("CENTER") IS DESIGNED TO: (I) SUPPORT THE CENTER'S MISSION, STRATEGY AND VALUES; (II) ENSURE COMPLIANCE WITH THE PROVISIONS OF THE I.R.S. CODE APPLICABLE TO SECTION 501(C)(3) ORGANIZATIONS RELATING TO COMPENSATION; AND (III) MAINTAIN PUBLIC CONFIDENCE IN THE INTEGRITY OF THE CENTER DUE TO THE RIGOR AND THOROUGHNESS OF ITS DELIBERATIONS. BOARD MEMBER COMPENSATION: THE CENTER DOES NOT COMPENSATE ITS BOARD MEMBERS FOR SERVING IN SUCH CAPACITY, BUT MAY FROM TIME TO TIME PAY COMPENSATION FOR ADDITIONAL SERVICES RENDERED TO THE CENTER. ANY COMPENSATION PAID TO BOARD MEMBERS FOR SERVICES PROVIDED TO THE CENTER IN ADDITION TO THE SERVICES THEY PROVIDE AS BOARD MEMBERS WOULD BE SEPARATELY DETERMINED SUBJECT TO THE CENTER'S CONFLICT OF INTEREST POLICY. EXECUTIVE AND STAFF COMPENSATION: THE OBJECTIVES OF THE CENTER'S EXECUTIVE AND STAFF COMPENSATION POLICIES ARE TO ATTRACT, RETAIN, MOTIVATE AND REWARD EXECUTIVE OFFICERS AND STAFF WHO CONTRIBUTE TO THE CENTER'S SUCCESS IN FULFILLING ITS MISSION. ACCORDINGLY, THE CENTER CONSIDERS THE FOLLOWING IN SETTING EXECUTIVE AND STAFF COMPENSATION: THE PRESIDENT & CEO OF THE CENTER FOR THE FUTURE OF ARIZONA IS AN EMPLOYEE OF THE ARIZONA STATE UNIVERSITY FOUNDATION, SERVING AS A LOANED EXECUTIVE TO THE CENTER FOR THE FUTURE OF ARIZONA. COMPENSATION AND BENEFITS FOR THE PRESIDENT & CEO, PAID BY THE ASU FOUNDATION, ARE INCLUDED AS REPORTABLE COMPENSATION IN THE CENTER FOR THE FUTURE OF ARIZONA'S FORM 990. THE CENTER FOR THE FUTURE OF ARIZONA DID NOT REIMBURSE ARIZONA STATE UNIVERSITY FOUNDATION FOR ANY OF THEIR COMPENSATION. THE KEY EMPLOYEE IS COMPENSATED BY ARIZONA STATE UNIVERSITY. THEIR COMPENSATION IS DETERMINED BY THE UNIVERSITY IN ADHERANCE WITH POLICIES OF THE UNIVERSITY AND APPLICABLE UNIVERSITY GOVERNANCE. THE CENTER FOR THE FUTURE OF ARIZONA REIMBURSED ARIZONA STATE UNIVERSITY $57,014.66 OF THEIR COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING: PROGRAM SERVICE EXPENSES 153,902. MANAGEMENT AND GENERAL EXPENSES 37,200. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 191,102. TRAINING: PROGRAM SERVICE EXPENSES 2,130. MANAGEMENT AND GENERAL EXPENSES 2,250. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,380. MARKETING: PROGRAM SERVICE EXPENSES 23,438. MANAGEMENT AND GENERAL EXPENSES 78,925. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 102,363. PROGRAM IMPLEMENTATION FEES: PROGRAM SERVICE EXPENSES 1,026,952. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,026,952. TECHNICAL DEVELOPMENT: PROGRAM SERVICE EXPENSES 165,181. MANAGEMENT AND GENERAL EXPENSES 27,724. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 192,905. EVALUATION: PROGRAM SERVICE EXPENSES 195,176. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 195,176. OTHER: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 52,291. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 52,291.