EDUCATION FORWARD ARIZONA: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- EDUCATION FORWARD ARIZONA (EIN 20-2366755)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-08-29
- IRS object ID
- 202532419349301508
- Schema version
- 2024v5.2
- 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 | 2025-08-29T13:19:14-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 ADVISORS 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 | 2024-01-01 | 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 | 2025-08-21 | 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 | 2025-08-21 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $13,042,176 | 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 | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 72 | TotalEmployeeCnt |
| Total Volunteers | 16 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,894,596 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,801,293 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $134,297 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $116,560 | CYProgramServiceRevenueAmt |
| PY Investment Income | $237,649 | PYInvestmentIncomeAmt |
| CY Investment Income | $358,324 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $6,266,542 | PYTotalRevenueAmt |
| CY Total Revenue | $7,276,177 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,133,540 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,648,911 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,141,938 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,588,225 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $345,338 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,944,111 | PYOtherExpensesAmt |
| CY Other Expenses | $1,848,759 | CYOtherExpensesAmt |
| PY Total Expenses | $7,219,589 | PYTotalExpensesAmt |
| CY Total Expenses | $8,085,895 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$953,047 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$809,718 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $20,694,562 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,515,483 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,950,489 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,969,000 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $18,744,073 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $18,546,483 | 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 | $6,548,018 | ExpenseAmt |
| Grant | $2,648,911 | GrantAmt |
| Revenue | $116,560 | RevenueAmt |
| Desc | 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. TO ACHIEVE THIS VISION, EDUCATION FORWARD ARIZONA ADVOCATES FOR AND ACTS ON EDUCATION IMPROVEMENTS THAT ADVANCE THE QUALITY OF LIFE FOR ALL ARIZONANS. OUR APPROACH TO FULFILLING THIS VISION AND MISSION IS TO RAISE AWARENESS OF THE CONNECTION BETWEEN QUALITY EDUCATION AND QUALITY OF LIFE, AND ADVANCE EDUCATION POLICY AND SUPPORTS THAT IMPROVE EDUCATION OUTCOMES FOR ALL STUDENTS IN ARIZONA. (CONTINUED ON SCHEDULE O) | Desc |
| Total Program Service Expenses | $6,548,018 | 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 | 20 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 72 | 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 | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | 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) | $275,341 | $0 | $23,975 | |
| RON BUTLER | |||||||
| VICE CHAIR & TREASURER | 0.25 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOHN FEES | |||||||
| DIRECTOR & 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 | ||
| TENIQUA BROUGHTON | |||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| DR DANIEL CORR | |||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| JASON COOCHWYTEWA | |||||||
| 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 | ||
| EDMUNDO HIDALGO | |||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| CHEVY HUMPHREY | |||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| PAUL KOEHLER | |||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| VINCE ROIG | |||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| DEANNA SALAZAR | |||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| SCOTT VANDERPOOL | |||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| SHELLEY WATSON | |||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| TERESA L RUIZ | |||||||
| SR VP, CHIEF PROGRAM & ADV | 40.00 | $152,770 | $0 | $8,690 | Yes (X) | ||
| DIANA FIGUEROA | |||||||
| SR VP MARCOMM & STRATEGIC | 40.00 | $149,500 | $0 | $8,491 | Yes (X) | ||
| TEENA OLSZEWSKI | |||||||
| SR VP & CHIEF OF STAFF | 40.00 | $148,000 | $0 | $8,382 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $725,611 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $49,538 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | 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 | $400,000 |
| EQUAL MEASURE | |||||
| 520 WALNUT STREET 1450 | PHILADELPHIA | PA | 19106 | CONSULTING | $135,620 |
| FAIRBANK MASLIN MAULLIN METZ ASSOC | |||||
| 1999 HARRISON STREET SUITE 202 | OAKLAND | CA | 94612 | CONSULTING | $127,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $312,460 | FundraisingAmt |
| Government Grants | $554,404 | GovernmentGrantsAmt |
| All Other Contributions | $5,934,429 | AllOtherContributionsAmt |
| Total Contributions | $6,801,293 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| SUCCESS SERVICES FEES | 611710 | $103,600 | $103,600 |
| AZCAN & TRAINING PROGRAMS | 611710 | $12,960 | $12,960 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $116,560 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $320,460 | TotalRevenueColumnAmt |
| Exclusion | $320,460 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,713,692 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,675,828 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $37,864 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $37,864 | TotalRevenueColumnAmt |
| Exclusion | $37,864 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $90,171 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $312,460 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $90,171 | 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 | $7,276,177 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $116,560 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $358,324 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,500 | TotalAmt |
| Program Services | $76,500 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,572,411 | TotalAmt |
| Program Services | $2,572,411 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $299,316 | TotalAmt |
| Program Services | $191,752 | ProgramServicesAmt |
| Management And General | $87,444 | ManagementAndGeneralAmt |
| Fundraising | $20,120 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,632,501 | TotalAmt |
| Program Services | $1,686,469 | ProgramServicesAmt |
| Management And General | $769,075 | ManagementAndGeneralAmt |
| Fundraising | $176,957 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,681 | TotalAmt |
| Program Services | $75,390 | ProgramServicesAmt |
| Management And General | $34,380 | ManagementAndGeneralAmt |
| Fundraising | $7,911 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $316,187 | TotalAmt |
| Program Services | $202,560 | ProgramServicesAmt |
| Management And General | $92,373 | ManagementAndGeneralAmt |
| Fundraising | $21,254 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $222,540 | TotalAmt |
| Program Services | $142,567 | ProgramServicesAmt |
| Management And General | $65,014 | ManagementAndGeneralAmt |
| Fundraising | $14,959 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $461,690 | TotalAmt |
| Program Services | $461,690 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,835 | TotalAmt |
| Management And General | $41,835 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,354 | TotalAmt |
| Program Services | $1,354 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,248 | TotalAmt |
| Management And General | $39,248 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $146,804 | TotalAmt |
| Program Services | $110,488 | ProgramServicesAmt |
| Management And General | $8,231 | ManagementAndGeneralAmt |
| Fundraising | $28,085 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,307 | TotalAmt |
| Program Services | $141,943 | ProgramServicesAmt |
| Management And General | $6,737 | ManagementAndGeneralAmt |
| Fundraising | $1,627 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $367,152 | TotalAmt |
| Program Services | $321,828 | ProgramServicesAmt |
| Management And General | $30,209 | ManagementAndGeneralAmt |
| Fundraising | $15,115 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,222 | TotalAmt |
| Program Services | $15,222 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,886 | TotalAmt |
| Program Services | $66,623 | ProgramServicesAmt |
| Management And General | $3,370 | ManagementAndGeneralAmt |
| Fundraising | $893 | 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 | $18,947 | TotalAmt |
| Program Services | $12,605 | ProgramServicesAmt |
| Management And General | $6,342 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| PARTNERING EXPENSES | $286,745 | $286,745 | |
| RECIPIENT SEMINARS | $112,862 | $112,862 | |
| OTHER FUNDRAISING EVENT | $54,889 | $54,889 | |
| MEMBERSHIP DUES | $24,300 | $24,300 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,276 | TotalAmt |
| Program Services | $23,467 | ProgramServicesAmt |
| Management And General | $8,281 | ManagementAndGeneralAmt |
| Fundraising | $3,528 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,085,895 | TotalAmt |
| Program Services | $6,548,018 | ProgramServicesAmt |
| Management And General | $1,192,539 | ManagementAndGeneralAmt |
| Fundraising | $345,338 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,027,555 | BOYAmt |
| EOY | $3,188,051 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,856,351 | BOYAmt |
| EOY | $6,916,779 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,576,025 | BOYAmt |
| EOY | $2,813,636 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $172,367 | BOYAmt |
| EOY | $165,514 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,416 | BOYAmt |
| EOY | $63,738 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $119,277 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $81,634 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,885 | BOYAmt |
| EOY | $37,643 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,915,963 | BOYAmt |
| EOY | $7,290,622 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,000 | BOYAmt |
| EOY | $39,500 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,694,562 | BOYAmt |
| EOY | $20,515,483 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $268,577 | BOYAmt |
| EOY | $170,888 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,681,912 | BOYAmt |
| EOY | $1,798,112 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,950,489 | BOYAmt |
| EOY | $1,969,000 | 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 | $6,156,832 | BOYAmt |
| EOY | $6,261,420 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,587,241 | BOYAmt |
| EOY | $12,285,063 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,744,073 | BOYAmt |
| EOY | $18,546,483 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,694,562 | BOYAmt |
| EOY | $20,515,483 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$809,718 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $607,851 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $4,277 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| 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 | 0 | FederalGrantAuditRequiredInd |
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 | $4,536,764 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,113,401 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,011,579 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,894,596 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,801,293 | CurrentTaxYearAmt |
| Total | $31,357,633 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $134,158 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $126,360 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,733 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $197,670 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $206,731 | CurrentTaxYearAmt |
| Total | $691,652 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,670,922 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,239,761 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,038,312 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,092,266 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,008,024 | CurrentTaxYearAmt |
| Total | $32,049,285 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,373 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,588 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,131 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $28,347 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,678 | CurrentTaxYearAmt |
| Total | $84,117 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,373 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,588 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,131 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $28,347 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,678 | CurrentTaxYearAmt |
| Total | $84,117 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $31,965,168 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $188,247 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $155,135 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $150,589 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $255,534 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $320,460 | CurrentTaxYearAmt |
| Total | $1,069,965 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $188,247 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $155,135 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $150,589 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $255,534 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $320,460 | CurrentTaxYearAmt |
| Total | $1,069,965 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $73 | CurrentTaxYearMinus4YearsAmt |
| Total | $73 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,859,242 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,394,896 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,188,901 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,347,800 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,328,484 | CurrentTaxYearAmt |
| Total | $33,119,323 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.96520 | PublicSupportCY509Pct |
| Public Support PY509 | 0.96230 | PublicSupportPY509Pct |
| Investment Income CY | 0.03230 | InvestmentIncomeCYPct |
| Investment Income PY | 0.03430 | 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 - 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 | $1,354 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,354 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $8,084,541 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $8,085,895 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $554,295 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $138,574 | 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 Minus3 | $437,228 | CurrentYearMinus3Amt |
| Current Year Minus2 | $458,244 | CurrentYearMinus2Amt |
| Current Year Minus1 | $510,979 | CurrentYearMinus1Amt |
| Current Year | $554,295 | CurrentYearAmt |
| Total | $1,960,746 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $2,941,119 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $58,655 | CurrentYearMinus3Amt |
| Current Year Minus2 | $44,856 | CurrentYearMinus2Amt |
| Current Year Minus1 | $21,525 | CurrentYearMinus1Amt |
| Current Year | $1,354 | CurrentYearAmt |
| Total | $126,390 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $109,307 | CurrentYearMinus3Amt |
| Current Year Minus2 | $114,561 | CurrentYearMinus2Amt |
| Current Year Minus1 | $127,745 | CurrentYearMinus1Amt |
| Current Year | $138,574 | CurrentYearAmt |
| Total | $490,187 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $735,281 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $36,027 | CurrentYearMinus3Amt |
| Current Year Minus2 | $44,856 | CurrentYearMinus2Amt |
| Current Year Minus1 | $21,525 | CurrentYearMinus1Amt |
| Current Year | $1,354 | CurrentYearAmt |
| Total | $103,762 | TotalAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,725,291 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $698,955 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $335,300 | GrantsOrScholarshipsAmt |
| End Year Balance | $7,088,946 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.84759 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.15241 | 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 | $81,634 | DepreciationAmt |
| Book Value | $37,643 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $37,643 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $8,265,668 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $607,851 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $420,888 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $1,028,739 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,236,929 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $39,248 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $39,248 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $7,276,177 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $8,463,258 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $416,611 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $416,611 | ExpensesNotReportedAmt |
| Expenses Subtotal | $8,046,647 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $39,248 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $39,248 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $8,085,895 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 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, 2024 AND 2023, MANAGEMENT DOES NOT BELIEVE ANY UNCERTAIN TAX POSITIONS EXIST. THE ORGANIZATION'S FEDERAL RETURN OF ORGANIZATIONS EXEMPT FROM INCOME TAX (FORM 990) FOR 2021, 2022, AND 2023 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THE THREE YEARS AFTER THEY WERE FILED |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | INSPIRED | Event1Nm |
| Gross Receipts Event1 | $402,631 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $312,460 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $90,171 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $90,171 | FoodAndBeverageEvent1Amt |
| Gross Receipts Total | $402,631 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $312,460 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $90,171 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $90,171 | FoodAndBeverageTotalEventsAmt |
| Direct Expense Summary Events | $90,171 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $0 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GLOBE UNIFIED SCHOOL DISTRICT | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 460 N WILLOW STREET | AddressLine1Txt |
| City | GLOBE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRC Section | GOVERNMENT | IRCSectionDesc |
| Cash Grant | $6,000 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | COLLEGE KNOWING & GOING | 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 | GrantTypeTxt |
| Recipient | 601 | RecipientCnt |
| Cash Grant | $2,572,411 | 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 (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RICH NICKEL | ||||||||||||||
| PRESIDENT & CEO | $248,184 | $0 | $20,000 | $0 | $7,157 | $0 | $13,500 | $0 | $10,475 | $0 | $299,316 | $0 | $0 | $0 |
| TERESA L RUIZ | ||||||||||||||
| SR VP, CHIEF PROGRAM & ADV | $148,270 | $0 | $4,500 | $0 | $0 | $0 | $7,638 | $0 | $1,052 | $0 | $161,460 | $0 | $0 | $0 |
| DIANA FIGUEROA | ||||||||||||||
| SR VP MARCOMM & STRATEGIC | $141,000 | $0 | $8,500 | $0 | $0 | $0 | $7,475 | $0 | $1,016 | $0 | $157,991 | $0 | $0 | $0 |
| TEENA OLSZEWSKI | ||||||||||||||
| SR VP & CHIEF OF STAFF | $139,000 | $0 | $9,000 | $0 | $0 | $0 | $7,400 | $0 | $982 | $0 | $156,382 | $0 | $0 | $0 |
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 (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 PART III, LINE 4A | EDUCATION FORWARD ARIZONA (EDFORWARDAZ) IS A LEADING ORGANIZATION DEDICATED TO ADVANCING EDUCATIONAL ATTAINMENT AND EQUITY ACROSS ARIZONA. OUR VISION IS TO CREATE AN ARIZONA WHERE EDUCATION IS THE FOUNDATION FOR INDIVIDUAL PROSPERITY AND COLLECTIVE PROGRESS. BY ESTABLISHING STRATEGIC PARTNERSHIPS AND ELEVATING THE VOICES OF UNDERREPRESENTED COMMUNITIES, ALIGNING WELL WITH OTHER EDUCATIONAL ADVOCACY EFFORTS WITHIN THE STATE, EDFORWARDAZ PLAYS A CRITICAL ROLE IN SHAPING THE STATE'S EDUCATIONAL LANDSCAPE. OUR OVERALL ORGANIZATIONAL GOALS ARE AS FOLLOWS: - DEVELOP OWNERSHIP OF COMMON STATEWIDE EXPECTATIONS FOR STUDENT SUCCESS AND GALVANIZE SUPPORT FOR IMPROVED OUTCOMES ON EDUCATION PROGRESS METER INDICATORS. - REACH THE STATEWIDE ATTAINMENT GOAL BY 2030, STARTING WITH EARLY LEARNING AND WORKING THROUGH AN ALIGNED P-20 CONTINUUM. - CLOSE OPPORTUNITY AND ACHIEVEMENT GAPS AT ALL LEVELS. - ADVOCATE FOR STATE-LEVEL FUNDING THAT IS ALLOCATED MORE INTENTIONALLY TO THOSE MOST IN NEED OF ADDITIONAL RESOURCES. SUMMARY OF 2024 ORGANIZATIONAL RESULTS AND ACCOMPLISHMENTS EDUCATION FORWARD ARIZONA CONTINUED ITS WORK IN 2024 TO CREATE A COHESIVE CASE FOR EDUCATION AND HOW IT BENEFITS ALL ARIZONANS, ALIGN KNOWLEDGE AND INTERESTS TO CREATE MORE EFFECTIVE APPROACHES AND INCREASE ACCOUNTABILITY, AND BUILD PUBLIC AND POLITICAL WILL FOR DRAMATIC EDUCATION IMPROVEMENT. EDUCATION FORWARD ARIZONA STANDS AS A NONPARTISAN, UNITED AND TRUSTING VOICE OF EDUCATION IN ARIZONA TO FIGHT FOR THE EDUCATION SYSTEM WE ALL WANT. ACHIEVING OUR GOALS REQUIRES A LARGE-SCALE EFFORT TO MOBILIZE THE EDUCATION SECTOR, BUSINESS LEADERS, COMMUNITY LEADERS, AND THE PUBLIC TO DRIVE DRAMATIC EDUCATION IMPROVEMENT. OUR APPROACH INCLUDES PROVIDING DIRECT SERVICES TO REDUCE CHALLENGES AND MEET URGENT NEEDS OF STUDENTS TODAY AND LEADING ADVOCACY INITIATIVES TO UNITE STAKEHOLDERS, ADDRESS ROOT CAUSES, AND CREATE LASTING CHANGE FOR YEARS TO COME. EDUCATION FORWARD ARIZONA BEGAN 2024 WITH MOMENTUM DRIVEN BY THE BILLIONS TO GAIN ECONOMIC IMPACT REPORT AND THE EXPANSION OF THE EVERYTHING TO GAIN CAMPAIGN, WHICH ACCELERATED OUR EFFORTS IN FOCUSING ON EDUCATIONAL ATTAINMENT ACROSS THE STATE. WITH AMBITIOUS GOALS AND A FOCUS ON STRATEGIC PRIORITIES, THE TEAM ACHIEVED NOTABLE IMPACT, EMPOWERING EDUCATORS, ENGAGING MORE ARIZONANS, AND DRIVING PROGRESS TOWARD ARIZONA'S ACHIEVE60AZ GOAL OF INCREASING EDUCATIONAL ATTAINMENT FOR A STRONGER ECONOMY. SPECIFICALLY IN 2024, PURSUING THE ATTAINMENT GOAL KNOWN AS ACHIEVE60AZ UNDER A STRATEGIC THEME OF "ATTAINMENT AMPLIFIED: DRIVING ACTION TOWARDS ACHIEVE60AZ", THE ORGANIZATION ESTABLISHED AND FOCUSED ON THREE PRIORITY AREAS: 1. LEADING THE NARRATIVE: RAISING AWARENESS AND ELEVATING THE IMPORTANCE OF EDUCATIONAL ATTAINMENT THROUGH STRATEGIC COMMUNICATIONS. 2. ADVOCATING FOR EQUITABLE OPPORTUNITY: SUPPORTING STUDENTS' SUCCESS VIA POLICY AND LEGISLATIVE GOALS. 3. BUILDING CAPACITY FOR IMPACT: STRENGTHENING INTERNAL SYSTEMS, FUNDRAISING, AND OPERATIONAL FOUNDATIONS. ACROSS THESE PRIORITY AREAS, EDUCATION FORWARD ARIZONA ACHIEVED SIGNIFICANT MILESTONES: - DIRECTED MILLIONS IN SCHOLARSHIPS AND SUCCESS SERVICES, CELEBRATING OUR 1,000TH SCHOLAR GRADUATE, AND LAUNCHING A GROUNDBREAKING WORKFORCE INITIATIVE. - GREW THE EVERYTHING TO GAIN DIGITAL NETWORK BY ALMOST 5,000 INFLUENCERS, LEADERS, AND MEMBERS OF THE PUBLIC. - CONDUCTED THREE IMPACTFUL PUBLIC OPINION POLLS, INFLUENCING THOUSANDS OF EDUCATION AND COMMUNITY LEADERS. - ASSISTED APPROXIMATELY 40,000 STUDENTS AND THEIR FAMILIES WITH FAFSA GUIDANCE AND TRAINED HUNDREDS OF COLLEGE ACCESS PROFESSIONALS. - IMPROVED DATA COLLECTION AND REPORTING, DELIVERED OUR MOST SUCCESSFUL FUNDRAISING EVENT ("INSPIRED EVENING"), AND ADVOCATED FOR KEY POLICIES SUPPORTING ACCESS AND ATTAINMENT. WE ALSO ACHIEVED KEY PROGRAMMATIC SUCCESSES IN 2024, INCLUDING SCHOLARSHIP EXPANSION AND NEW INITIATIVES, STUDENT SUCCESS SERVICES AND COLLEGE ACCESS PROGRAMMING, MEMBERSHIPS, SUSTAINABILITY AND REVENUE GENERATION, AND NATIONAL AND STATE COLLABORATION ESPECIALLY IN THE AREA OF FAFSA COMPLETION ASSISTANCE. IN ADDITION, WE ACHIEVED FINANCIAL AND OPERATIONAL SUCCESS THROUGH SECURING OF NEW UNRESTRICTED FUNDS, EXCEEDING A MATCHING FUNDS REQUIREMENT FROM A KEY FUNDER, EXPANDING OTHER KEY PARTNERSHIPS, AND ACHIEVING ZERO AUDIT FINDINGS. BUILDING ON THESE ACHIEVEMENTS, THE FOLLOWING SECTIONS PROVIDE A DEEPER LOOK AT OUR PROGRESS ACROSS PRIORITY AREAS, OUTLINING THE STRATEGIES IMPLEMENTED AND THEIR IMPACT IN 2024. PRIORITY AREA: LEADING THE NARRATIVE: ELEVATING ATTAINMENT THROUGH STRATEGIC COMMUNICATIONS 1. AMPLIFYING PUBLIC AWARENESS - CONDUCTED THREE STATEWIDE PUBLIC OPINION POLLS TARGETING DIVERSE ARIZONA DEMOGRAPHICS, REVEALING BARRIERS LIKE COST AND AFFIRMING STRONG SUPPORT FOR ACHIEVE60AZ. - DEVELOPED A MESSAGING FRAMEWORK SHIFTING THE FOCUS FROM "COLLEGE" TO "EDUCATION AND TRAINING AFTER HIGH SCHOOL," LEADING TO A MEASURABLE INCREASE IN PUBLIC SUPPORT. - SPOTLIGHT: PUBLIC OPINION SHIFTED BY 10% IN 12 MONTHS, UNDERSCORING THE CAMPAIGN'S GROWING INFLUENCE. 2. ADVANCING STATEWIDE ADVOCACY - PARTNERED WITH BUSINESS, EDUCATION, AND PHILANTHROPIC LEADERS TO PRESENT THE CASE FOR POSTSECONDARY ATTAINMENT TO KEY DECISION-MAKERS, INCLUDING THE GOVERNOR'S OFFICE. - GARNERED SUPPORT FROM LEGISLATORS THROUGH INITIATIVES LIKE THE STATE LEGISLATORS PLEDGE, AIMED AT SECURING COMMITMENT TO THE ACHIEVE60AZ GOAL IN 2025. - SPOTLIGHT: COLLABORATIVE EFFORTS SUCCESSFULLY POSITIONED EDUCATIONAL ATTAINMENT AS A BIPARTISAN PRIORITY, ENGAGING LEADERS ACROSS SECTORS AND SECURING COMMITMENTS TO ADVANCE ACHIEVE60AZ 3. MAXIMIZING MEDIA IMPACT - SECURED FIVE OP-EDS IN MAJOR PUBLICATIONS AND DOZENS OF ARTICLES ACROSS NEWS OUTLETS, WITH MEDIA VISIBILITY VALUED AT $1.2M. - ORGANIZED PRESS CONFERENCES AND WEBINARS THAT FACILITATED DISCUSSIONS ON POLL FINDINGS, ATTRACTING SIGNIFICANT PARTICIPATION FROM STAKEHOLDERS AND THE PUBLIC. - SPOTLIGHT: DIGITAL ADVERTISING CAMPAIGNS GENERATED 1.4 MILLION IMPRESSIONS, DRIVING 6,000+ NEW VISITORS TO THE ORGANIZATION'S WEBSITE AND THE NEWLY LAUNCHED EVERYTHINGTOGAIN.ORG. 4. BROADENING SOCIAL AND EMAIL ENGAGEMENT - RAISED AWARENESS OF THE EVERYTHING TO GAIN MESSAGE THROUGH HUNDREDS OF SOCIAL MEDIA POSTS, ACHIEVING OVER 86,000 IMPRESSIONS AND 3,427 ENGAGEMENTS. - TARGETED EMAIL COMMUNICATIONS LED TO MORE THAN 800 NEW SUBSCRIBERS AND EXPANDED THE CONTACT LIST BY 4,500 IN EIGHT MONTHS. - SPOTLIGHT: EMAIL OPEN RATES EXCEEDED INDUSTRY BENCHMARKS, HIGHLIGHTING THE CAMPAIGN'S RESONANCE WITH STAKEHOLDERS. OVERALL IMPACT FOR THIS PRIORITY AREA: THE EVERYTHING TO GAIN CAMPAIGN AND BROADER COMMUNICATION EFFORTS SIGNIFICANTLY ELEVATED AWARENESS OF ARIZONA'S POSTSECONDARY ATTAINMENT IMPERATIVE. BY ALIGNING MESSAGING WITH PUBLIC SENTIMENT, ENGAGING CROSS-SECTOR LEADERS, AND LEVERAGING MEDIA OUTREACH, EDUCATION FORWARD ARIZONA LAID A STRONG FOUNDATION FOR FUTURE ADVOCACY AND POLICY INITIATIVES, ADVANCING THE STATE'S PROGRESS TOWARD ACHIEVING THE ACHIEVE60AZ GOAL. PRIORITY AREA: ADVOCATING FOR EQUITABLE OPPORTUNITY: PRIORITIZING STUDENT SUCCESS IN LEGISLATIVE GOALS 1. CREATING A UNIFIED RESPONSE - CONVENED EXECUTIVE LEADERS FROM HELIOS, GPEC, ABOR, AND OTHER KEY ORGANIZATIONS TO FORM A COORDINATED RESPONSE TO STATE BUDGET SHORTFALLS, EXPLICITLY FOCUSING ON EDUCATIONAL PRIORITIES. - THE COLLABORATIVE GROUP DEVELOPED A SHARED "CASE FOR ATTAINMENT," ADVOCATING FOR REINSTATEMENT FUNDING FOR KEY PROGRAMS SUCH AS THE ARIZONA PROMISE, DUAL ENROLLMENT, AND THE TEACHERS ACADEMY. - SPOTLIGHT: THE GROUP SECURED A MEETING WITH THE GOVERNOR'S TOP POLICY AND EDUCATION ADVISORS, ADVANCING DIALOGUE ON EDUCATION FUNDING PRIORITIES FOR 2025. 2. SUPPORTING LOCAL CAMPAIGNS - SUPPORTED THE PROPOSITION 486 CAMPAIGN IN MARICOPA COUNTY TO PROMOTE A MEASURE MODERNIZING COMMUNITY COLLEGE FUNDING AND SUPPORTED PROPOSITION 402 IN GRAHAM COUNTY TO ADDRESS LOCAL EDUCATION FUNDING NEEDS. - THESE MEASURES WERE SUCCESSFULLY APPROVED BY VOTERS IN NOVEMBER, SECURING CRITICAL FINANCIAL SUPPORT FOR COMMUNITY COLLEGES IN BOTH REGIONS. 3. ENGAGING POLICYMAKERS AND PARTNERS - COLLABORATED WITH THE GOVERNOR'S EDUCATION POLICY OFFICE AND KEY ACCESS PARTNERS TO INITIATE THE DEVELOPMENT OF A NEW ARIZONA PLAN FOR ATTAINMENT, SET TO LAUNCH IN 2025. EDUCATION FORWARD ARIZONA WAS ENTRUSTED WITH LEADING THIS EFFORT TO REBUILD TRUST AND MOMENTUM FOLLOWING STATEWIDE BUDGET CUTS. - PRESENTED KEY BUDGET CONCERNS AND POLICY PRIORITIES IN OVER 150 COMMUNITY MEETINGS, INCLUDING FIVE REGIONAL CONVENINGS, REACHING THOUSANDS OF ARIZONA EDUCATORS, COMMUNITY LEADERS, AND ADVOCATES. - SPOTLIGHT: NINE DISTINCT EDUCATION POWER HOUR WEBINARS ON KEY TOPICS LIKE HOW EDUCATION IS FUNDED IN ARIZONA DREW 900+ ATTENDEES, PROVIDING PARTICIPANTS WITH INFORMED ADVOCACY TOOLS AND STRATEGIES. |
| 4. BUILDING ADVOCACY MOMENTUM | - PRODUCED SIX EDUCATION EXPLAINERS AND ADVOCACY ALERTS, REACHING THOUSANDS OF ADVOCATES WITH ACTIONABLE RESOURCES TO PROMOTE EDUCATION FUNDING AND POLICY SOLUTIONS. - INCREASED AZCAN MEMBERSHIP FROM APPROXIMATELY 1200 TO 1400 INDIVIDUALS, ACROSS APPROXIMATELY 600 SCHOOLS. - SPOTLIGHT: ADVOCACY POSTS ON FAFSA COMPLETION AND DUAL ENROLLMENT RESULTED IN THOUSANDS OF IMPRESSIONS, ENGAGEMENTS AND SITE VISITS, EMPOWERING ADVOCATES TO INFLUENCE KEY POLICY DECISIONS. OVERALL IMPACT FOR THIS PRIORITY AREA: THROUGH THESE EFFORTS, EDUCATION FORWARD ARIZONA LED A UNIFIED, STRATEGIC RESPONSE TO THE BUDGET SHORTFALLS THAT THREATENED CRITICAL EDUCATIONAL PROGRAMS. BY COLLABORATING WITH INFLUENTIAL PARTNERS AND GRASSROOTS ADVOCATES, THE ORGANIZATION HELPED SECURE CRITICAL LOCAL FUNDING AND ADVANCED DIALOGUE WITH POLICYMAKERS, LAYING THE GROUNDWORK FOR FUTURE BUDGET IMPROVEMENTS AND POLICY CHANGES. PRIORITY AREA: BUILDING CAPACITY FOR IMPACT: STRENGTHENING OUR ORGANIZATIONAL FOUNDATIONS - WE ACHIEVED SIGNIFICANT SUCCESSES THROUGH EFFORTS FOCUSED ON ORGANIZATIONAL LEADERSHIP AND SUCCESSION PLANNING, ADVANCING REVENUE GOALS AND HOLDING EXPENSES BELOW PLAN WITH FINANCIAL INTEGRITY, ENHANCING DATA-DRIVEN DECISION MAKING, OPTIMIZING IT INFRASTRUCTURE, AND SUPPORTING STAFF DEVELOPMENT AND RETENTION. - SPOTLIGHT: THE ORGANIZATION PRESERVED CONTINUITY AND ENHANCED OVERSIGHT OF CRITICAL FINANCIAL AND OPERATIONAL FUNCTIONS WHILE PRESERVING ZERO AUDIT FINDINGS OR INTERNAL CONTROL CONCERNS AS A SINGLE AUDITEE MANAGING FEDERAL GRANT REQUIREMENTS; RAISED SIGNIFICANT NEW FUNDING FOR UNRESTRICTED OPERATING SUPPORT (INCLUDING A FUNDRAISING EVENT THAT EXCEEDED EXPECTATIONS), WHILE MEETING A MATCH REQUIREMENT FOR A KEY FUNDER (HELIOS EDUCATION FOUNDATION) AND THEREBY UNLOCKING $1M FOR FUTURE IMPACT; DEPLOYED NEW DATA VISUALIZATION TOOLS TO EMPOWER TEAMS TO FORECAST FUTURE NEEDS AND OPTIMIZE DECISION-MAKING; REDUCED RELIANCE ON EXTERNAL CONSULTANTS BY BUILDING INTERNAL EXPERTISE; AND USED GALLUP EMPLOYEE SURVEY DATA TO BOOST STAFF ENGAGEMENT, ENABLING GREATER CONTRIBUTIONS TO ORGANIZATIONAL GOALS. OVERALL IMPACT FOR THIS PRIORITY AREA: THROUGHOUT 2024, EDUCATION FORWARD ARIZONA FORTIFIED ITS ORGANIZATIONAL INFRASTRUCTURE THROUGH STRATEGIC INITIATIVES, ACHIEVING GREATER FINANCIAL SUSTAINABILITY, OPERATIONAL EFFICIENCY, AND ENHANCED STAFF CAPACITY. WITH A SOLID FOUNDATION, THE ORGANIZATION IS WELL-POSITIONED TO DRIVE MEANINGFUL IMPACT IN ARIZONA'S EDUCATION LANDSCAPE IN 2025. PROGRAMMATIC HIGHLIGHTS AND RESULTS EDUCATION FORWARD ARIZONA'S STUDENT AND EDUCATOR FOCUSED PROGRAMMING REMAINED A VITAL PIECE OF THE ORGANIZATIONS MISSION TO INCREASE EDUCATION OUTCOMES AND THE QUALITY OF LIFE FOR ALL ARIZONANS, AND A KEY PIECE OF THE SUSTAINABILITY MODEL FOR THE ORGANIZATION. IN 2024, WE SAW GROWTH IN ALL CONTINUING PROGRAMS, AND DELIVERED ON OUR PROMISE TO SYSTEMICALLY EVALUATE EACH PROGRAM FOR RELEVANCY, SUSTAINABILITY, AND IMPACT WHEN FACED WITH RENEWAL AND CONTINUATION DECISIONS. IN 2024 WE EXPERIENCED SEVERAL PROGRAMMATIC ACCOMPLISHMENTS, INCLUDING: 1. SCHOLARSHIP EXPANSION AND NEW INITIATIVES - AWARDED A RECORD 641 SCHOLARSHIPS, TOTALING $2.9 MILLION, INCLUDING 300+ FOR NATIVE AMERICAN STUDENTS FUNDED BY THE FREEPORT-MCMORAN NATIVE AMERICAN SCHOLARSHIP PROGRAM. - LAUNCHED THE FIRST-EVER GRADUATE STUDENT SCHOLARSHIP PROGRAM WITH A COHORT OF 15 STUDENTS. - PARTNERED WITH ALIENTO TO ADMINISTER THE UPDATED ADELANTE SCHOLARSHIP PROGRAM. - SELECTED TO ADMINISTER THE $1M HELIOS 20TH ANNIVERSARY TRANSFER SCHOLARSHIP PROGRAM. - RECEIVED APS COMMITMENT TO TRIPLE SCHOLARSHIP FUNDING THROUGH DOE GRANT AWARD. - SPOTLIGHT: REACHED 1,000 SCHOLARS GRADUATED OVER THE PAST 19 YEARS, UNDERSCORING LONG-TERM IMPACT. 2. STUDENT SUCCESS SERVICES AND COLLEGE ACCESS PROGRAMMING - SUCCESSFULLY PROVIDED THREE UNIQUE STUDENT SUCCESS OPPORTUNITIES: THE LEADERSHIP SYMPOSIUM, ETIQUETTE DINNER, AND CAREER DAYS. - LAUNCHED A NEW MULTI-YEAR, $1.1M WORKFORCE DEVELOPMENT AND EDUCATION PATHWAYS PARTNERSHIP WITH FREEPORT-MCMORAN TO SUPPORT STUDENTS AT COMMUNITY COLLEGES AND TECHNICAL SCHOOLS IN ARIZONA TO ADDRESS THE SKILLED WORKFORCE NEEDS OF FREEPORT BY PROVIDING RESOURCES TO SUPPORT ALL EDUCATIONAL AND LIVING EXPENSES OF PARTICIPANTS ENROLLED IN ACADEMIC PROGRAMS. - RENEWED THE COLLEGE KNOWING AND GOING (CKG) PROGRAM GRANT THROUGH 2027, WITH A $3.4M GRANT, SUPPORTING COLLEGE RESOURCE TEAMS IN 30 HIGH SCHOOLS ACROSS NINE COUNTIES AND FUNDING SCHOLARSHIPS FOR 60 CKG AMBASSADORS. - CONCLUDED A THREE-YEAR AMERICORPS GRANT IN SEPTEMBER 2024, WITH OVER 23,000 HOURS OF SERVICE BY 48 AMERICORPS MEMBERS ACROSS 20 SITES AND 76 HIGH SCHOOLS. - SPOTLIGHT: ENGAGED NEARLY 40,000 HIGH SCHOOL STUDENTS AND FAMILIES STATEWIDE THROUGH ASK BENJI, A KEY RESOURCE FOR FAFSA COMPLETION AND COLLEGE ACCESS, INCLUDING A NEWLY LAUNCHED PILOT PROGRAM THAT PROVIDED COLLEGE AND CAREER NUDGES TO 6,000 HIGH SCHOOL JUNIORS. 3. MEMBERSHIPS, SUSTAINABILITY, AND REVENUE GENERATION - INCREASED AZCAN MEMBERSHIP FROM 1,200 TO 1,400 MEMBERS, REPRESENTING APPROXIMATELY 600 SCHOOLS. - SUCCESSFULLY TRANSITIONED THE COLLEGE ACCESS PROFESSIONAL (CAP) TRAINING FROM A "FREE" TO A "PAID" MODEL, REALIZING A NET INCOME OF $12,000 FROM AUGUST TO DECEMBER OF 2024. - DELIVERED ENHANCED CAP TRAINING TO 590 INDIVIDUALS, 300 FULLY COMPLETING THE PROGRAM. - SPOTLIGHT: AZCAN REMAINS A LEADER IN ARIZONA'S COLLEGE ACCESS FIELD, FOSTERING A GROWING NETWORK OF PROFESSIONALS DEDICATED TO IMPROVING STUDENT SUCCESS. 4. NATIONAL AND STATE COLLABORATION - COLLABORATED WITH THE US DEPARTMENT OF EDUCATION, NCAN, ABOR, AND AZED TO BETA TEST THE 2025 FAFSA AND JUMPSTART FSA ID COMPLETION EFFORTS, POSITIONING ARIZONA AS ONE OF THE TOP 10 STATES IN FSA ID COMPLETIONS. - SPOTLIGHT: THESE COLLABORATIONS STRENGTHENED ARIZONA'S ROLE IN NATIONAL COLLEGE ACCESS INITIATIVES AND PROVIDED CRITICAL SUPPORT TO STUDENTS AND FAMILIES NAVIGATING FINANCIAL AID PROCESSES. OVERALL IMPACT FOR PROGRAM IMPLEMENTATION: THESE PROGRAMMATIC ACHIEVEMENTS DEMONSTRATE THE BREADTH AND DEPTH OF EDUCATION FORWARD ARIZONA'S INFLUENCE ON ARIZONA'S EDUCATIONAL LANDSCAPE. BY EXPANDING SCHOLARSHIPS, INNOVATING IN WORKFORCE DEVELOPMENT, AND FOSTERING NATIONAL COLLABORATIONS, THE ORGANIZATION DRIVES ACCESS TO POSTSECONDARY EDUCATION, PROMOTES WORKFORCE READINESS, AND SUPPORTS LONG-TERM STUDENT SUCCESS. LOOKING AHEAD AS WE PREPARE FOR 2025 AND BEYOND, EDUCATION FORWARD ARIZONA IS POISED TO BUILD ON THESE ACHIEVEMENTS. THE ORGANIZATION REMAINS STEADFAST IN ENSURING THAT EVERY ARIZONAN HAS EVERYTHING TO GAIN THROUGH POSTSECONDARY EDUCATION, ADVANCING THE ACHIEVE60AZ GOAL, AND MAKING A LASTING IMPACT STATEWIDE. EDFORWARDAZ HAS LAID A STRONG FOUNDATION FOR EDUCATIONAL ADVOCACY AND EQUITY IN ARIZONA, POSITIONING ITSELF AS A LEADING FORCE IN THE STATE'S EDUCATIONAL REFORM EFFORTS. THE ORGANIZATION'S ABILITY TO FORM STRATEGIC PARTNERSHIPS, ADVOCATE FOR POLICY CHANGE, AND ENGAGE DIVERSE COMMUNITIES THROUGH DIRECT SERVICES HAS SIGNIFICANTLY IMPACTED EDUCATIONAL OUTCOMES. TO SUSTAIN THIS MOMENTUM, EDFORWARDAZ WILL CONTINUE TO STRENGTHEN ITS PARTNERSHIP, DEEPEN ITS ENGAGEMENT WITH UNDERSERVED COMMUNITIES, AND EXPAND ITS INFLUENCE ACROSS THE STATE. BY CONTINUING TO REFINE ITS KEY STRATEGIES AND ADAPT TO ARIZONA'S EVOLVING EDUCATIONAL AND POLITICAL LANDSCAPE, EDFORWARDAZ WILL REMAIN A KEY DRIVER OF EDUCATIONAL EQUITY AND ATTAINMENT. EDUCATION IS THE CORNERSTONE OF INDIVIDUAL AND COLLECTIVE SUCCESS IN A STATE AS DIVERSE AND DYNAMIC AS ARIZONA. EDUCATION FORWARD ARIZONA HAS EMERGED AS A PIVOTAL PLAYER IN THE MISSION TO ADVANCE EDUCATIONAL EQUITY AND ATTAINMENT. FROM URBAN CENTERS TO RURAL COMMUNITIES, EDFORWARDAZ IS LEADING CHANGE AND FORGING STRATEGIC PARTNERSHIPS, ADVOCATING FOR IMPACTFUL POLICIES, AND ELEVATING THE VOICES OF THOSE WHO HAVE HISTORICALLY BEEN UNDERREPRESENTED. FOR MORE INFORMATION ON HOW TO PARTNER WITH OR SUPPORT EDUCATION FORWARD ARIZONA, VISIT EDUCATIONFORWARDARIZONA.ORG OR EMAIL US AT INFO@EDUCATIONFORWARDARIZONA.ORG. |
| 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. |
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