SARSEF-SOUTHERN ARIZONA RESEARCH SCIENCE AND ENGINEERING FOUNDATION: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- SARSEF-SOUTHERN ARIZONA RESEARCH SCIENCE AND ENGINEERING FOUNDATION (EIN 86-0946185)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-07-13
- IRS object ID
- 202001959349303680
- Schema version
- 2018v3.1
- 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 D
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-13T17:05:55-04:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 743116770 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Abercrombie and Associates LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8609 Second Avenue 507B | AddressLine1Txt |
| City | Silver Spring | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20910 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 860946185 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SARSEF Southern Ariz Research Science & Eng Fdn | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SARS | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4574 E Broadway Blvd | AddressLine1Txt |
| City | Tucson | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85711 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Liz Bowman | PersonNm |
| Person Title | Chief Executive | PersonTitleTxt |
| Phone | 5202738259 | PhoneNum |
| Signature | 2020-07-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Tim Abercrombie | PreparerPersonNm |
| PTIN | P01254858 | PTIN |
| Phone | 3015855050 | PhoneNum |
| Preparation | 2020-07-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.199.170.230 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-13 | IPDt |
| IP Tm | 17:10:58 | IPTm |
| Federal Original Submission Id | 2747252020195uxdwf03 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-07-13 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A40D5FB8B24FD8125A7AEFC81632A062D63D000B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A40D5FB8B24FD8125A7AEFC81632A062D63D000B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SARSEF | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Liz Bowman | PrincipalOfficerNm |
| Gross Receipts | $863,646 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.sarsef.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1999 | FormationYr |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Activity Or Mission | SARSEFs mission is to create Arizonas future critical thinkers and problem solvers through science and engineering. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 6 | TotalEmployeeCnt |
| Total Volunteers | 899 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $666,339 | PYContributionsGrantsAmt |
| CY Contributions Grants | $832,553 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $30,971 | CYProgramServiceRevenueAmt |
| PY Investment Income | $21,052 | PYInvestmentIncomeAmt |
| CY Investment Income | $122 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $687,391 | PYTotalRevenueAmt |
| CY Total Revenue | $863,646 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $122,073 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $342,575 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $233,445 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $40,875 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $85,298 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $362,707 | PYOtherExpensesAmt |
| CY Other Expenses | $312,809 | CYOtherExpensesAmt |
| PY Total Expenses | $705,282 | PYTotalExpensesAmt |
| CY Total Expenses | $709,202 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$17,891 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $154,444 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $367,399 | TotalAssetsBOYAmt |
| Total Assets EOY | $527,810 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,624 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,566 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $361,775 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $521,244 | NetAssetsOrFundBalancesEOYAmt |
| Mission | SARSEFs mission is to create Arizonas future critical thinkers and problem solvers through science and engineering. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $529,387 | ExpenseAmt |
| Grant | $122,073 | GrantAmt |
| Revenue | $30,971 | RevenueAmt |
| Desc | Education & Outreach- PreK-High School Students, Teachers & Parents:Hands-on workshops for parents, teachers & students at schools identify real-life problems & empower students to investigate solutions through science & engineering; Provided at 87 schools throughout Southern Arizona during the 2018-2019 school year- 45% of which were low income (Title 1); Directly impacted 40,435 students, 745 parents, 960 teachers. SARSEF Science and Engineering Fair: Students from across Southern Arizona compete to qualify for the fair- the top 15% qualify; 95% of competitors felt encouraged to ask more questions or solve more problems in the future; 84% said it encouraged them to think about a STEM major or career; Future Innovator Night drew 4,000 visitors including students families & the public. The top ten students from the fair move on to international levels to compete with students from over 80 countries with SARSEFs success rate four times the national average. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $17,433 | ExpenseAmt |
| Desc | Arizona STEM Adventure- 4th-8th Grade Students and Teachers:996 students from 30 schools spent the day exploring science, technology, engineering and math (STEM) exhibits while their teachers attended a professional development workshop; 37 organizations provided hands-on STEM activities with the help of 245 volunteers; teachers received professional development on incorporating STEM into their lesson plans and each teacher received over $100 worth of supplies. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $11,131 | ExpenseAmt |
| Desc | ACES Camp- Middle School Students:Week-long science camp for middle school girls emphasizing career and college exploration; 40 campers from low income (Title 1) schools; camp included field trips to local STEM companies and labs as well as hands-on activities and professional speakers. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $9,948 | ExpenseAmt |
| Desc | Imagine your STEM Future- High School Students:Real-world female scientists and engineers mentor high school girls in a single-gender STEM classroom environment every school day for a year; carried out through a collaboration between Raytheon, Desert View High School and SARSEF; 18 women mentors from Raytheon mentored 140 students, grades 9-12 through the program. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $9,948 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $567,899 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 17 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 6 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Liz Bowman | PersonNm |
| Phone | 5202738259 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4574 E Broadway Blvd | AddressLine1Txt |
| City | Tucson | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85711 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| Kathleen Bethel | |||||||
| Chief Executive Officer | 40.00 | 0.00 | Yes (X) | Yes (X) | $82,299 | $0 | $23,889 |
| Betsy Bolding | |||||||
| Board Chair | 10.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Sabrina Deitchler | |||||||
| Board Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Chris Elsner | |||||||
| Board Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Mary Fosdick | |||||||
| Secretary | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Daren Layton | |||||||
| Treasurer from 319 | 3.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Larry Lebofsky | |||||||
| Board Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Ravishankar Palanivelu | |||||||
| Board Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Antonio Ramirez | |||||||
| Board Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Laura Schauss | |||||||
| Board Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Rajendran Subramaniam | |||||||
| Treasurer until 319 | 3.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Margaret Wilch | |||||||
| Board Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Ashley Elaine York | |||||||
| Board Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $82,299 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $23,889 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | Yes (true) | CompensationFromOtherSrcsInd |
| All Other Contributions | $832,553 | AllOtherContributionsAmt |
| Total Contributions | $832,553 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Project registration | 900099 | $19,560 | $19,560 |
| Merchandise sales | 900099 | $11,411 | $11,411 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $30,971 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $122 | TotalRevenueColumnAmt |
| Exclusion | $122 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $863,646 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $30,971 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $122 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,000 | TotalAmt |
| Program Services | $60,000 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,073 | TotalAmt |
| Program Services | $62,073 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,097 | TotalAmt |
| Program Services | $27,498 | ProgramServicesAmt |
| Management And General | $2,977 | ManagementAndGeneralAmt |
| Fundraising | $2,622 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $163,164 | TotalAmt |
| Program Services | $135,564 | ProgramServicesAmt |
| Management And General | $14,672 | ManagementAndGeneralAmt |
| Fundraising | $12,928 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,545 | TotalAmt |
| Program Services | $17,069 | ProgramServicesAmt |
| Management And General | $1,848 | ManagementAndGeneralAmt |
| Fundraising | $1,628 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,639 | TotalAmt |
| Program Services | $13,825 | ProgramServicesAmt |
| Management And General | $1,496 | ManagementAndGeneralAmt |
| Fundraising | $1,318 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,550 | TotalAmt |
| Management And General | $8,550 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,875 | TotalAmt |
| Fundraising | $40,875 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,286 | TotalAmt |
| Program Services | $16,184 | ProgramServicesAmt |
| Management And General | $8,602 | ManagementAndGeneralAmt |
| Fundraising | $500 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,485 | TotalAmt |
| Program Services | $5,329 | ProgramServicesAmt |
| Management And General | $133 | ManagementAndGeneralAmt |
| Fundraising | $10,023 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,843 | TotalAmt |
| Program Services | $3,479 | ProgramServicesAmt |
| Management And General | $6,455 | ManagementAndGeneralAmt |
| Fundraising | $1,909 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,880 | TotalAmt |
| Program Services | $14,619 | ProgramServicesAmt |
| Management And General | $200 | ManagementAndGeneralAmt |
| Fundraising | $61 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,905 | TotalAmt |
| Program Services | $27,339 | ProgramServicesAmt |
| Management And General | $2,959 | ManagementAndGeneralAmt |
| Fundraising | $2,607 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,948 | TotalAmt |
| Program Services | $34,659 | ProgramServicesAmt |
| Management And General | $3,800 | ManagementAndGeneralAmt |
| Fundraising | $2,489 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,550 | TotalAmt |
| Program Services | $96,550 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,036 | TotalAmt |
| Program Services | $1,692 | ProgramServicesAmt |
| Management And General | $183 | ManagementAndGeneralAmt |
| Fundraising | $161 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,653 | TotalAmt |
| Program Services | $5,528 | ProgramServicesAmt |
| Management And General | $598 | ManagementAndGeneralAmt |
| Fundraising | $527 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Studentprogram supplies | $43,327 | $43,327 | ||
| Professional development | $14,346 | $3,164 | $3,532 | $7,650 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $709,202 | TotalAmt |
| Program Services | $567,899 | ProgramServicesAmt |
| Management And General | $56,005 | ManagementAndGeneralAmt |
| Fundraising | $85,298 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,195 | BOYAmt |
| EOY | $33,696 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,230 | BOYAmt |
| EOY | $160,811 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $108,957 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $7,018 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $4,179 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $12,580 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,728 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,767 | BOYAmt |
| EOY | $3,852 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $258,207 | BOYAmt |
| EOY | $207,630 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,667 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $367,399 | BOYAmt |
| EOY | $527,810 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,624 | BOYAmt |
| EOY | $6,566 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,624 | BOYAmt |
| EOY | $6,566 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $361,775 | BOYAmt |
| EOY | $382,287 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $138,957 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $361,775 | BOYAmt |
| EOY | $521,244 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $367,399 | BOYAmt |
| EOY | $527,810 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $154,444 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,635 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $3,390 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $367,853 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $479,901 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $658,292 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $670,434 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $832,553 | CurrentTaxYearAmt |
| Total | $3,009,033 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $367,853 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $479,901 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $658,292 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $670,434 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $832,553 | CurrentTaxYearAmt |
| Total | $3,009,033 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $711,846 | SubstantialContributorsTotAmt |
| Public Support Total170 | $2,297,187 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $103 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | -$14,808 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $39,639 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,108 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $122 | CurrentTaxYearAmt |
| Total | $42,164 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $3,051,197 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $30,971 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.75290 | PublicSupportCY170Pct |
| Public Support PY170 | 0.69830 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,580 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,728 | DepreciationAmt |
| Book Value | $3,852 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,852 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,057,931 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,635 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $192,650 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $194,285 | RevenueNotReportedAmt |
| Revenue Subtotal | $863,646 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $863,646 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $901,852 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $192,650 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $192,650 | ExpensesNotReportedAmt |
| Expenses Subtotal | $709,202 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $709,202 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Footnote for uncertain tax position under FIN 48 (Part X) | FormAndLineReferenceDesc |
| Explanation | For the year ended June 30, 2019 SARSEF has documented its consideration of FASB ASC 740-10, Income Taxes that provides guidance for reporting uncertainty in income taxes and has determined that no material uncertain tax positions qualify for either recognition or disclosure in the financial statements. The Federal Form 990, Return of Organization Exempt from Income Tax, is subject to examination by the Internal Revenue Service generally for three years after it is filed. Tax years ending June 30, 2018, 2017 and 2016 remain open with both Federal and state taxing authorities. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|
| Carolyn Owens | |||||||
| 2456 W Placita Carlota | Tucson | AZ | 85745 | grant writing | false | $13,875 | -$13,875 |
| Raise the Bar Consulting | |||||||
| 4388 W Tombolo Trail | Tucson | AZ | 85745 | fundraising support | false | $27,000 | -$27,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $40,875 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$40,875 | TotalNetToOrganizationAmt |
| Licensed States | AZ | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University of Arizona Foundation | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 N Cherry Ave | AddressLine1Txt |
| City | Tucson | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85721 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 866050388 | RecipientEIN |
| IRC Section | 501c3 | IRCSectionDesc |
| Cash Grant | $60,000 | CashGrantAmt |
| Purpose Of Grant | support | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Scholarships awards | GrantTypeTxt |
| Recipient | 759 | RecipientCnt |
| Cash Grant | $62,073 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Monitoring procedures (Part I, line 2) | FormAndLineReferenceDesc |
| Explanation | Grant to University of Arizona Foundation provides support to the university located in Arizona, USA. Students or teachers involved with schools in Southern Arizona received checks as a prize at the SARSEF Science and Engineering Fair. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kathleen Bethel | PersonNm |
| Title | Chief Executive Officer | TitleTxt |
| Base Compensation Filing Org | $82,299 | BaseCompensationFilingOrgAmt |
| Deferred Compensation Flng Org | $5,698 | DeferredCompensationFlngOrgAmt |
| Nontaxable Benefits Filing Org | $18,191 | NontaxableBenefitsFilingOrgAmt |
| Total Compensation Filing Org | $106,188 | TotalCompensationFilingOrgAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Unrelated organization compensation (Part II - officer info) | FormAndLineReferenceDesc |
| Explanation | The University of Arizona provided compensation to SARSEFs Chief Executive Officer, Kathleen Bethel, consisting of $49,202 salary, 5,698 retirement plan contributions and 18,191 non taxable benefits. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Liz Bowman | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Family Member of CEO | RelationshipDescriptionTxt |
| Transaction | $66,976 | TransactionAmt |
| Transaction | Employment by SARSEF | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Amended return information | The Form 990 was amended to include required supporting schedules and to update Form 3115 with additional information required. |
| Form 990 governing body review Part VI line 11 | The Form 990 is provided to the board for review and discussion before filing. |
| Conflict of interest policy compliance Part VI line 12c | A conflict of interest questionnaire is distributed and signed annually as part of board member commitment. The document states that if any conflict of interest arises, board members should bring it to the attention of the board immediately. |
| CEO executive director top management comp Part VI line 15a | SARSEFs Chief Executive Officer (CEO) base salary is set and voted on by the Board of Directors. Data for comparably-sized nonprofits is used to set salary level. Data is collected from local CEO Nonprofit Roundtables, nationally from Guidestar and state-wide from Arizona State University Lodestar and Arizona Alliance of Nonprofits. SARSEFs CEO is then evaluated annually and pay is based on evaluation. |
| Governing documents etc available to public Part VI line 19 | SARSEF makes its governing documents and financial statements available to the public upon request. The 990 is available on SARSEFs website and at guidestar.org. |
| Other or change in accounting method Part XII line 1 | SARSEFs 2018 Form 990 is prepared on the accrual basis to align with its audited financial statements for the fiscal year ended June 30, 2019. Previous Form 990s have been prepared on the cash basis. |
| General explanation attachment | Name of organization (Header C)Full legal nameSARSEF: Southern Arizona Research, Science and Engineering Foundation |