THE ARIZONA CHARTER SCHOOLS ASSOCIATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THE ARIZONA CHARTER SCHOOLS ASSOCIATION (EIN 86-0791960)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-03-07
- IRS object ID
- 201440669349300829
- Schema version
- 2012v2.3
- 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 J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-03-07T14:08:22-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FESTER & CHAPMAN PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8283 N HAYDEN RD STE 200 | AddressLine1 |
| City | SCOTTSDALE | City |
| State | AZ | State |
| ZIP Code | 852582456 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 860791960 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ARIZONA CHARTER SCHOOLS | BusinessNameLine1 |
| Business Name Line2 | ASSOCIATION | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ARIZ | NameControl |
| Phone | 6029440644 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1825 E NORTHERN AVENUE | AddressLine1 |
| Address Line2 | ROOM/SUITE 275 | AddressLine2 |
| City | PHOENIX | City |
| State | AZ | State |
| ZIP Code | 85020 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | EILEEN SIGMUND | Name |
| Title | PRESIDENT & CEO | Title |
| Phone | 6029440644 | Phone |
| Date Signed | 2014-02-20 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RACHEL R LOCKE CPA | Name |
| Phone | 6022643077 | Phone |
| Date Prepared | 2014-03-07 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | EILEEN SIGMUND | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1825 E NORTHERN AVENUE SUITE 275 | AddressLine1 |
| City | PHOENIX | City |
| State | AZ | State |
| ZIP Code | 85020 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 2519785 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.AZCHARTERS.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1995 | YearFormation |
| State Legal Domicile | AZ | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE SUPPORT AND SERVICES TO ARIZONA'S CHARTER SCHOOLS WHILE PROMOTING HIGH STUDENT ACHIEVEMENT THROUGH QUALITY CHARTER SCHOOLS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 10 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 10 | NbrIndependentVotingMembers |
| Total Nbr Employees | 23 | TotalNbrEmployees |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 1213038 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1436147 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 826461 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1082259 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 996 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1307 | InvestmentIncomeCurrentYear |
| Other Revenue Current Year | 72 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2040495 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2519785 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1246656 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1292508 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 11935 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1073789 | OtherExpensePriorYear |
| Other Expenses Current Year | 1040224 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2320445 | TotalExpensesPriorYear |
| Total Expenses Current Year | 2332732 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -279950 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 187053 | RevenuesLessExpensesCY |
| Total Assets BOY | 1195769 | TotalAssetsBOY |
| Total Assets EOY | 1309013 | TotalAssetsEOY |
| Total Liabilities BOY | 402548 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 328739 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 793221 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 980274 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO PROVIDE SUPPORT AND SERVICES TO ARIZONA'S CHARTER SCHOOLS WHILE PROMOTING HIGH STUDENT ACHIEVEMENT THROUGH QUALITY CHARTER SCHOOLS. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 1728019 | Expense |
| Description | THE ARIZONA CHARTER SCHOOLS ASSOCIATION IMPROVES THE QUALITY OF CHARTER SCHOOLS BY PROMOTING HIGH ACADEMIC AND PROFESSIONAL STANDARDS AND PRACTICES, IMPROVES STABILITY BY PROVIDING SUPPORTIVE SERVICES, AND SECURES AND EXPANDS CHARTER SCHOOL EDUCATION IN THE OPEN SECTOR BY INFLUENCING PUBLIC POLICY. | Description |
| Total Program Service Expense | 1728019 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | true | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | true | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 14 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 23 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 10 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 10 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | THE ASSOCIATION | NamePerson |
| Telephone Number | 6029440644 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1825 E NORTHERN AVENUE 275 | AddressLine1 |
| City | PHOENIX | City |
| State | AZ | State |
| ZIP Code | 85020 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (12 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| EILEEN B SIGMUND | ||||||
| PRESIDENT AN | 40.00 | X | X | 195000 | 0 | 12990 |
| JAY HEILER | ||||||
| CHAIRMAN | 1.00 | X | X | 0 | 0 | 0 |
| KEN BENNETT | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MICHAEL BLOCK | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| CLINT BOLICK | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| SUSAN CHAN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| LISA GRAHAM KEEGAN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| RICK OGSTON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JESSICA PACHECO | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| PATRICIA WELBORN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ILDI LASCKO-KERR | ||||||
| CAO | 40.00 | X | 120036 | 0 | 29 | |
| ROBERT DIBACCO | ||||||
| COO | 40.00 | X | 117115 | 0 | 3692 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 432151 | TotalReportableCompFromOrg |
| Total Other Compensation | 16711 | TotalOtherCompensation |
| Number Individuals GT100 K | 3 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Membership Dues | 395839 | MembershipDues |
| Government Grants | 564166 | GovernmentGrants |
| All Other Contributions | 476142 | AllOtherContributions |
| Total Contributions | 1436147 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|
| PROGRAM SERVICE | 652202 | 652202 |
| EVENT REVENUE | 430057 | 430057 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1082259 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1307 | TotalRevenueColumn |
| Exclusion | $1,307 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Total Revenue Column | 72 | TotalRevenueColumn |
| Related Or Exempt Function Income | 72 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 72 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2519785 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1082331 | RelatedOrExemptFunctionIncome |
| Exclusion | $1,307 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 448861 | Total |
| Program Services | 323454 | ProgramServices |
| Management And General | 125407 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 698631 | Total |
| Program Services | 503597 | ProgramServices |
| Management And General | 195034 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46950 | Total |
| Program Services | 33562 | ProgramServices |
| Management And General | 13388 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 98066 | Total |
| Program Services | 59854 | ProgramServices |
| Management And General | 38212 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 74426 | Total |
| Program Services | 74426 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34059 | Total |
| Program Services | 10305 | ProgramServices |
| Management And General | 23754 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 82 | Total |
| Program Services | 82 | ProgramServices |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 312 | Total |
| Program Services | 26 | ProgramServices |
| Management And General | 286 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22923 | Total |
| Program Services | 13960 | ProgramServices |
| Management And General | 8963 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 111232 | Total |
| Program Services | 74128 | ProgramServices |
| Management And General | 37104 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 116054 | Total |
| Program Services | 102048 | ProgramServices |
| Management And General | 13594 | ManagementAndGeneral |
| Fundraising | 412 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 224384 | Total |
| Program Services | 224384 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10479 | Total |
| Management And General | 10479 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6402 | Total |
| Management And General | 6402 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| CONSULTING | 192765 | 69052 | 112190 | 11523 |
| PRODUCT PARTNERSHIPS | 144516 | 144516 | ||
| WORKSHOPS AND TRAINING | 50280 | 50280 | ||
| MISCELLANEOUS | 16968 | 28388 | -11420 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35342 | Total |
| Program Services | 15957 | ProgramServices |
| Management And General | 19385 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2332732 | Total |
| Program Services | 1728019 | ProgramServices |
| Management And General | 592778 | ManagementAndGeneral |
| Fundraising | 11935 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 63329 | BOY |
| EOY | 233498 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 778054 | BOY |
| EOY | 893538 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 222773 | BOY |
| EOY | 33534 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 59204 | BOY |
| EOY | 67550 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31607 | BOY |
| EOY | 46378 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 100482 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 76185 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24730 | BOY |
| EOY | 24297 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16072 | BOY |
| EOY | 10218 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1195769 | BOY |
| EOY | 1309013 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 53139 | BOY |
| EOY | 36956 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 287061 | BOY |
| EOY | 222725 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 62348 | BOY |
| EOY | 69058 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 402548 | BOY |
| EOY | 328739 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 569496 | BOY |
| EOY | 730468 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 223725 | BOY |
| EOY | 249806 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 793221 | BOY |
| EOY | 980274 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1195769 | BOY |
| EOY | 1309013 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 187053 | ReconcilationRevenueExpenses |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1130744 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1131394 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1250842 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1213038 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1436147 | CurrentTaxYear |
| Total | 6162165 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 327257 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 327257 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 762754 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 826461 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1082259 | CurrentTaxYear |
| Total | 3325988 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1458001 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1458651 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2013596 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2039499 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2518406 | CurrentTaxYear |
| Total | 9488153 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 9488153 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5430 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 13052 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1633 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 996 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1307 | CurrentTaxYear |
| Total | 22418 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5430 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 13052 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1633 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 996 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1307 | CurrentTaxYear |
| Total | 22418 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | 72 | CurrentTaxYear |
| Total | 72 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1463431 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1471703 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2015229 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2040495 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2519785 | CurrentTaxYear |
| Total | 9510643 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.99760 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.99550 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00000 | InvestmentIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 48982 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 48982 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 2283429 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 2332411 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 266621 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 66655 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 214700 | CurrentYearMinus3 |
| Current Year Minus2 | 248460 | CurrentYearMinus2 |
| Current Year Minus1 | 266022 | CurrentYearMinus1 |
| Current Year | 266621 | CurrentYear |
| Total | 995803 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $1,493,705 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 84300 | CurrentYearMinus3 |
| Current Year Minus2 | 57188 | CurrentYearMinus2 |
| Current Year Minus1 | 74854 | CurrentYearMinus1 |
| Current Year | 48982 | CurrentYear |
| Total | 265324 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 53675 | CurrentYearMinus3 |
| Current Year Minus2 | 62115 | CurrentYearMinus2 |
| Current Year Minus1 | 66506 | CurrentYearMinus1 |
| Current Year | 66655 | CurrentYear |
| Total | 248951 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $373,427 | GrassrootsCeilingAmount |
Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 8235 | CurrentYearMinus3 |
| Current Year Minus2 | 16049 | CurrentYearMinus2 |
| Current Year Minus1 | 21332 | CurrentYearMinus1 |
| Total | 45616 | Total |
Schedule D IRS990ScheduleD
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 100482 | OtherCostOrOtherBasis |
| Depreciation | 76185 | Depreciation |
| Book Value | 24297 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 24297 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DEFERRED RENT | Description |
| Amount | $69,058 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 69058 | TotalOfAmounts |
| Tot Revenue Etc Audited Fincl Stmt | 2519785 | TotRevenueEtcAuditedFinclStmt |
| Revenue Subtotal | 2519785 | RevenueSubtotal |
| Total Revenue Per Form990 | 2519785 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 2332732 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 2332732 | ExpensesSubtotal |
| Total Expenses Per Form990 | 2332732 | TotalExpensesPerForm990 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | EILEEN B SIGMUND | NamePerson |
| Title | PRESIDENT AND CEO | Title |
| Base Compensation Filing Org | 195000 | BaseCompensationFilingOrg |
| Nontaxable Benefits Filing Org | 12990 | NontaxableBenefitsFilingOrg |
| Total Compensation Filing Org | 207990 | TotalCompensationFilingOrg |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | CLINT BOLICK | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | BOARD MEMBER | Relationship |
| Amount Of Transaction | 942 | AmountOfTransaction |
| Description Of Transaction | LEGAL FEES | DescriptionOfTransaction |
| Sharing Of Revenues | false | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 | FORM 990, PAGE 6, PART VI, LINE 11B | THE 990 IS REVIEWED WITH THE FINANCE COMMITTEE. |
| ENFORCEMENT OF CONFLICTS POLICY | FORM 990, PAGE 6, PART VI, LINE 12C | THE BOARD OF DIRECTORS MONITORS ANY CONFLICTS OF INTEREST. ANY CONFLICTS OF INTEREST ARE REQUIRED TO BE DISCLOSED ON A TIMELY BASIS. IF THERE IS A CONFLICT OF INTEREST, THE PERSON SHALL ABSTAIN FROM ANY VOTE, DISCUSSION, OR ANY ATTEMPT TO INFLUENCE THE DECISION OF THE BOARD ON THAT MATTER. |
| COMPENSATION PROCESS FOR TOP OFFICIAL | FORM 990, PAGE 6, PART VI, LINE 15A | THE CORPORATION'S COMPENSATION SYSTEM WILL INCLUDE PERFORMANCE REVIEWS AND ADJUSTMENTS TO SALARY AND BENEFITS BASED ON CHANGES IN THE MARKETPLACE (SUBJECT TO THE CORPORATION'S FINANCIAL CONSTRAINTS). ADJUSTMENTS TO AN INDIVIDUAL'S SALARY WILL BE BASED ON JOB PERFORMANCE INCLUDING GROWTH IN MASTERING JOB COMPETENCIES. ALL ADJUSTMENTS TO PAY WILL BE CONSISTENT WITH PRACTICE IN THE NON-PROFIT MARKETPLACE. THE CORPORATION'S COMPENSATION SYSTEM WILL BE LINKED TO STRUCTURED PERFORMANCE REVIEWS, WITH IDENTIFIABLE INDIVIDUAL GROWTH AND DEVELOPMENT AS WELL AS PROFESSIONAL ACHIEVEMENT GOALS. THE GOALS WILL BE ACCOMPANIED BY IDENTIFICATION OF EFFECTIVE BENCHMARKS FOR MEASURING SUCCESS. |
| COMPENSATION PROCESS FOR OFFICERS | FORM 990, PAGE 6, PART VI, LINE 15B | THE CORPORATION'S COMPENSATION SYSTEM WILL INCLUDE PERFORMANCE REVIEWS AND ADJUSTMENTS TO SALARY AND BENEFITS BASED ON CHANGES IN THE MARKETPLACE (SUBJECT TO THE CORPORATION'S FINANCIAL CONSTRAINTS). ADJUSTMENTS TO AN INDIVIDUAL'S SALARY WILL BE BASED ON JOB PERFORMANCE INCLUDING GROWTH IN MASTERING JOB COMPETENCIES. ALL ADJUSTMENTS TO PAY WILL BE CONSISTENT WITH PRACTICE IN THE NON-PROFIT MARKETPLACE. THE CORPORATION'S COMPENSATION SYSTEM WILL BE LINKED TO STRUCTURED PERFORMANCE REVIEWS, WITH IDENTIFIABLE INDIVIDUAL GROWTH AND DEVELOPMENT AS WELL AS PROFESSIONAL ACHIEVEMENT GOALS. THE GOALS WILL BE ACCOMPANIED BY IDENTIFICATION OF EFFECTIVE BENCHMARKS FOR MEASURING SUCCESS. |
| GOVERNING DOCUMENTS DISCLOSURE EXPLANATION | FORM 990, PAGE 6, PART VI, LINE 19 | ALL GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Total IncomeTotalIncome | EOY AssetsEOYAssets | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|
| NEW SCHOOLS FOR PHOENIX LLC | ||||||||
| 1825 E NORTHERN AVENUE SUITE 275 | PHOENIX | AZ | 85020 | EDUCATION | AZ | 100000 | 100000 | ACSA |
| CENTER FOR STUDENT ACHIEVEMENT LLC | ||||||||
| 1825 E NORTHERN AVENUE SUITE 275 | PHOENIX | AZ | 85020 | EDUCATION | AZ | 5000 | 5000 | ACSA |
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