2026-05-14T15:35:41-05:00 2025-06-30 450250958 EIDE BAILLY LLP 800 NICOLLET MALL STE 1300 MINNEAPOLIS MN 554027033 990 2024-07-01 820538372 CENTER FOR THE FUTURE OF ARIZONA CENT 6024961360 455 N 3RD ST 260 PHOENIX AZ 850043937 SYBIL FRANCIS PRESIDENT & CEO 6024961360 2026-05-14 1 1 LINDSEY R PHILLIPS CPA P01985962 6122536500 2026-05-14 2024 2025-03-06 01:10:19Z X SYBIL FRANCIS 455 N 3RD ST 260 PHOENIX AZ 850043937 5796081 0 X WWW.ARIZONAFUTURE.ORG X 2002 AZ BRINGING ARIZONANS TOGETHER TO CREATE A STRONGER AND BRIGHTER FUTURE FOR OUR STATE. 12 11 0 11 0 0 9409890 5449608 172150 340707 -102 21 5626 5745 9587564 5796081 0 0 0 0 3157857 3402750 0 0 290806 5589053 3062319 8746910 6465069 840654 -668988 5480080 2448917 2959316 597141 2520764 1851776 X BRINGING ARIZONANS TOGETHER TO CREATE A STRONGER AND BRIGHTER FUTURE FOR OUR STATE. 0 0 3007054 269007 EDUCATIONIN FY25, CFA CONTINUED ITS COMMITMENT TO BUILDING A STRONG EDUCATION SYSTEM THAT PREPARES EVERY CHILD TO SUCCEED AND THRIVE BY EXPANDING CAREER-CONNECTED PATHWAYS, ADVANCING STUDENT-CENTERED LEARNING, AND STRENGTHENING SCHOOL LEADERSHIP DEVELOPMENT. CFA CONTINUED ADVANCING A SIX-YEAR FEDERAL EDUCATION INNOVATION AND RESEARCH PROJECT - CFA'S FIRST-EVER FEDERAL GRANT - MARKING A SIGNIFICANT MILESTONE IN THE ORGANIZATION'S GROWTH AND NATIONAL CREDIBILITY. THE PROJECT ENGAGED 12 HIGH SCHOOLS AND SEVEN COMMUNITY COLLEGES ACROSS ARIZONA, WITH 345 STUDENTS PARTICIPATING IN DESIGN CHALLENGES THAT INFORMED THE EXPANSION OF DUAL AND CONCURRENT ENROLLMENT AND IT AND CYBERSECURITY PATHWAYS. THE PROJECT REINFORCED A CLEAR LESSON: WHEN SCHOOLS, COLLEGES, AND EMPLOYERS COLLABORATE TO OFFER MEANINGFUL, REAL-WORLD OPPORTUNITIES, STUDENTS ARE MORE LIKELY TO TAKE OWNERSHIP OF THEIR EDUCATION AND CAREER PATHS. (CONT'D ON SCH O) CFA IS CARRYING THESE INSIGHTS FORWARD BY INTEGRATING THE FINDINGS INTO ITS EARLY COLLEGE WORK AND SHARING THE RESEARCH BROADLY TO INFORM PRACTICE AND SYSTEMS CHANGE ACROSS THE STATE. FOR DECADES, CFA HAS PLAYED A LEADING ROLE IN ADVANCING THE FUTURE OF LEARNING IN ARIZONA - ALWAYS WITH A FOCUS ON THE SUCCESS OF EACH INDIVIDUAL STUDENT. CFA WORKS ALONGSIDE SCHOOL SYSTEMS ACROSS THE STATE TO HELP MOVE EDUCATION BEYOND A ONE-SIZE-FITS-ALL APPROACH, SUPPORTING LEARNING ENVIRONMENTS THAT RECOGNIZE STUDENTS' STRENGTHS, NEEDS, AND PATHWAYS. IN FY25, CFA ADVANCED THIS WORK BY SUPPORTING LEADERS, SCHOOL SYSTEMS, AND EDUCATORS AS THEY PUT STUDENT-CENTERED PRACTICES INTO ACTION. IN COLLABORATION WITH KNOWLEDGEWORKS, CFA LAUNCHED THE EMERGING LEADERS COHORT, SUPPORTING CURRENT AND ASPIRING LEADERS WITHIN THE ARIZONA PERSONALIZED LEARNING NETWORK. THE COHORT INCLUDES 20 PARTICIPANTS FROM DISTRICTS ACROSS THE STATE, STRENGTHENING LEADERSHIP CAPACITY TO ADVANCE EQUITABLE STUDENT OUTCOMES.CFA ALSO EXPANDED ACCESS TO PROFESSIONAL LEARNING THROUGH THE ARIZONA PERSONALIZED LEARNING NETWORK (PLN). WITH KNOWLEDGEWORKS AND THE ASU PREP DIGITAL VIRTUAL TEACHERS INSTITUTE, CFA OFFERED PLN EXPLORE, A SERIES OF NO-COST, ON-DEMAND MODULES AVAILABLE TO ANY ARIZONA EDUCATOR, WITH MORE THAN 300 MODULES COMPLETED TO DATE. IN ADDITION, THE THIRD PLN LAUNCH COHORT ENGAGED MORE THAN 200 EDUCATORS ACROSS 30 SCHOOL-BASED TEAMS, SUPPORTING IMPLEMENTATION OF PERSONALIZED, COMPETENCY-BASED PRACTICES THROUGH PEER LEARNING AND COLLABORATION.THIS YEAR, CFA EXPANDED THE BEAT THE ODDS SCHOOL LEADERSHIP ACADEMY (BTO) TO YUMA COUNTY, PARTNERING WITH YUMA ESD AND MOHAWK VALLEY ESD TO LAUNCH THE REGION'S FIRST COHORT. COHORTS IN PHOENIX AND PARADISE VALLEY ALSO CONCLUDED, BRINGING THE TOTAL NUMBER OF BTO PARTICIPANTS TO MORE THAN 460 LEADERS ACROSS EIGHT ARIZONA COUNTIES. THROUGH BTO, CFA EQUIPS LEADERS TO ALIGN VISION, PRACTICE, AND SYSTEMS IN WAYS THAT IMPROVE OUTCOMES FOR STUDENTS. 571230 71700 WORKFORCEIN FY25, CFA STRENGTHENED WORKFORCE DEVELOPMENT IN OUR STATE BY BRINGING TOGETHER EMPLOYERS, EDUCATORS, AND COMMUNITY PARTNERS TO HELP MORE ARIZONANS PREPARE FOR AND SUCCEED IN CAREERS THAT SUPPORT LONG-TERM ECONOMIC OPPORTUNITY. CFA CONTRIBUTED KEY DATA AND ANALYSIS TO ARIZONA TOWN HALL'S BUILDING ARIZONA'S WORKFORCE BACKGROUND REPORT, INCLUDING INSIGHTS ON UNTAPPED WORKERS, WORKFORCE PARTICIPATION, AND SECTOR-SPECIFIC TRENDS SUCH AS RETAIL. RELEASED IN APRIL 2025, THE REPORT IS SERVING AS THE FOUNDATION FOR VIRTUAL AND IN-PERSON CONVERSATIONS ACROSS ARIZONA, HELPING COMMUNITIES BUILD SHARED UNDERSTANDING OF HOW ARIZONANS WANT TO MEET WORKFORCE NEEDS AND SUSTAIN A VIBRANT ECONOMY.CFA ALSO ADVANCED EFFORTS TO BETTER CONNECT SKILLS, CREDENTIALS, AND EMPLOYMENT THROUGH AN INNOVATIVE LEARNING & (CONT'D ON SCH O) EMPLOYMENT RECORDS (LER) INITIATIVE. THE CURRENT PILOT BRINGS TOGETHER ARIZONA STATE UNIVERSITY'S MY SKILLS POCKET DIGITAL CREDENTIAL WALLET, PIPELINE CONNECT'S RECRUITMENT PLATFORM, AND ADULT LEARNERS AT RIO SALADO COLLEGE EARNING NATIONAL RETAIL FEDERATION FOUNDATION CREDENTIALS - CREATING ONE OF THE FIRST COMPREHENSIVE TALENT MARKETPLACES IN THE NATION.COMPLEMENTING THE LER WORK, CFA IS PARTNERING WITH THE BURNING GLASS INSTITUTE TO IDENTIFY HIGH-DEMAND JOBS IN HEALTHCARE, CONSTRUCTION, AND ADVANCED MANUFACTURING AND APPLY THE JOBS THAT MOBILIZE METHODOLOGY. THIS APPROACH FOCUSES ON FEEDER JOBS WITH TRANSFERABLE SKILLS, WIDENING THE APERTURE FOR POTENTIAL TALENT POOLS THAT MAY NOT REALIZE THEY ALREADY HAVE PATHWAYS TO HIGHER-DEMAND ROLES - WHILE HELPING EMPLOYERS ACCESS CANDIDATES THEY MAY HAVE PREVIOUSLY OVERLOOKED.CFA CONTINUES TO INVEST IN LEADERSHIP DEVELOPMENT THROUGH THE SOUTHERN ARIZONA WORKFORCE LEADERSHIP ACADEMY. IN PARTNERSHIP WITH THE ASPEN INSTITUTE AND PIMA COMMUNITY COLLEGE, CFA LAUNCHED A SECOND COHORT OF 18 FELLOWS. THE ACADEMY BUILDS THE SKILLS AND NETWORKS LEADERS NEED TO DRIVE SYSTEMS CHANGE AND ADDRESS URGENT WORKFORCE CHALLENGES ACROSS SOUTHERN ARIZONA. FELLOWS WILL GRADUATE IN NOVEMBER 2025, STRENGTHENING REGIONAL CAPACITY TO ADVANCE COORDINATED, LONG-TERM WORKFORCE SOLUTIONS. 868027 THE ARIZONA WE WANTIN FY25, CFA CONTINUED ADVANCING THE ARIZONA WE WANT-- A SHARED VISION SHAPED BY THE VOICES AND PRIORITIES OF ARIZONANS BY ENGAGING LEADERS, SHARING DATA-DRIVEN INSIGHTS, AND CONVENING COMMUNITIES TO DRIVE ACTION ON THE ISSUES ARIZONANS AGREE MATTER MOST. CFA MOVED THE ARIZONA MEDIA INSTITUTE FROM VISION TO ACTION. SUPPORTED BY A $1 MILLION FOUNDING INVESTMENT, CFA FOCUSED ON BUILDING THE PARTNERSHIPS, INFRASTRUCTURE, AND DESIGN NEEDED FOR LONG-TERM, STATEWIDE IMPACT. A KEY MILESTONE WAS SECURING A LONG-TERM PARTNERSHIP WITH THE ARIZONA MEDIA ASSOCIATION AND LEADING ITS FIRST EDUCATION SYMPOSIUM. THE CONVENING INTRODUCED JOURNALISTS ACROSS THE STATE TO THE ARIZONA WE WANT, DEEPENED RELATIONSHIPS WITH NEWSROOMS, AND HELPED INFORM THE INSTITUTE'S CORE FEATURES. IN PARALLEL, CFA ADVANCED THE FOUNDATIONAL ELEMENTS OF THE MEDIA INSTITUTE - INCLUDING BUILDING A STATEWIDE INDEPENDENT SUBJECT MATTER EXPERT DATABASE, (CONT'D ON SCH O) PROGRESSING THE DESIGN OF A DIGITAL HUB WITH INTEGRATED DATA SOLUTIONS, AND FINALIZING KEY PERFORMANCE INDICATORS AHEAD OF PUBLIC LAUNCH.AT A TIME WHEN ELECTIONS ARE OFTEN FRAMED BY DIVISION OR OUTCOMES ALONE, CFA WORKS TO ELEVATE ARIZONANS' SHARED PRIORITIES AND VALUES, HELPING INFORM PUBLIC DIALOGUE AND POLICY DECISIONS ACROSS THE STATE. AHEAD OF THE GENERAL ELECTION, CFA PARTNERED WITH ARIZONA PBS TO EXPAND PUBLIC UNDERSTANDING OF ARIZONA'S CIVIC SYSTEMS AND SHARED PUBLIC VALUES THROUGH TRUSTED PUBLIC MEDIA. AS PART OF THE PARTNERSHIP, ARIZONA PBS PRODUCED VOTER ED, A FIVE-EPISODE, DIGITAL-FIRST VIDEO SERIES OFFERING CONCISE EXPLANATIONS OF KEY CIVICS TOPICS IN ARIZONA. THE COLLABORATION ALSO INCLUDED SEVEN ISSUE-FOCUSED SEGMENTS INFORMED BY CFA'S GALLUP POLL OF ARIZONANS, WHICH AIRED ON ARIZONA HORIZON.AT THE LEAGUE OF ARIZONA CITIES AND TOWNS PRE-CONFERENCE SESSION, CFA ENGAGED MORE THAN 100 LOCAL LEADERS IN A CONVERSATION FOCUSED ON DRIVING POSITIVE OUTCOMES IN THEIR COMMUNITIES. THIS YEAR'S SESSION CENTERED ON ELEVATING ARIZONANS' VOICES IN THE CONTEXT OF THE ELECTION, HELPING LOCAL OFFICIALS UNDERSTAND WHAT RESIDENTS ACROSS THE STATE VALUE MOST AND HOW THOSE PRIORITIES CAN INFORM LOCAL DECISION-MAKING.CFA IS ADVANCING UNLOCKING ARIZONA'S POTENTIAL, A FIRST-OF-ITS-KIND RETURN-ON-INVESTMENT REPORT CONNECTING SHARED VALUES TO MEASURABLE OUTCOMES, AND HAS BEGUN EARLY WORK ON THE 2026 ARIZONA VOTERS' AGENDA TO ENSURE ARIZONANS' PRIORITIES CONTINUE TO GUIDE DECISION-MAKING IN THE YEARS AHEAD.CFA'S ARIZONA PROGRESS METERS PROVIDE A TRUSTED FRAMEWORK FOR UNDERSTANDING ARIZONA'S PROGRESS ACROSS KEY ISSUES AND HELPING LEADERS, ORGANIZATIONS, AND COMMUNITIES ALIGN AROUND SHARED PRIORITIES AND ACTION. CFA RELEASED UPDATED DATA ACROSS THE EDUCATION, CIVIC HEALTH, AND INFRASTRUCTURE PROGRESS METERS, PROVIDING LEADERS WITH TIMELY, TRUSTED INSIGHTS TO COMPARE TRENDS AND INFORM DECISION-MAKING STATEWIDE. 622643 CIVIC HEALTHIN FY25, CFA'S CIVIC HEALTH WORK FOCUSES ON HELPING ARIZONANS FEEL INFORMED, CONNECTED, AND EMPOWERED TO SHARE THE FUTURE OF THEIR COMMUNITIES. AT THE CENTER OF THIS WORK IS THE ARIZONA CIVIC LIFE PARTNERSHIP (ACLP), A COLLABORATION BETWEEN CFA AND THE ARIZONA CENTER FOR CIVIC LEADERSHIP AT THE FLINN FOUNDATION. ACLP BRINGS LEADERS TOGETHER TO ALIGN AROUND SHARED GOALS TO STRENGTHEN CIVIC CULTURE IN ARIZONA.THROUGH ACLP, CFA CONVENED REPRESENTATIVES FROM MORE THAN 20 ORGANIZATIONS STATEWIDE TO EXAMINE THE STATE OF CIVIC HEALTH USING NEWLY UPDATED ARIZONA CIVIC HEALTH PROGRESS METERS DATA. THESE CONVERSATIONS ARE HELPING IDENTIFY THE METRICS THAT MATTER MOST, SET SHARED TARGETS FOR PROGRESS, AND LAY THE GROUNDWORK FOR COLLECTIVE ACTION THAT STRENGTHENS CONNECTION, PARTICIPATION, AND TRUST. ACLP HAS ALSO ELEVATED ARIZONA'S LEADERSHIP NATIONALLY. IN HABITS OF THE HEART AND MIND: HOW TO FORTIFY CIVIC CULTURE, A REPORT FROM THE AMERICAN ACADEMY OF ARTS & SCIENCES, CFA'S WORK IS FEATURED AS A LEADING EXAMPLE OF HOW LOCAL, DATA-INFORMED ACTION CAN STRENGTHEN CIVIC LIFE.CFA'S SCHOOL PARTICIPATORY BUDGETING (SPB) STRENGTHENS CIVIC HEALTH BY GIVING STUDENTS REAL OPPORTUNITIES TO PRACTICE DEMOCRACY AND SHARED DECISION-MAKING. THIS YEAR, CFA EXPANDED SPB'S REACH WHILE LAYING THE FOUNDATION TO SCALE AND SUSTAIN THE PROGRAM STATEWIDE. CFA DEVELOPED 14 NEW, STANDARDS-ALIGNED LESSON PLANS AND EXPANDED ACCESS THROUGH THE SPB INSTITUTE AND PROFESSIONAL LEARNING COMMUNITIES, SUPPORTING EDUCATORS AS THEY IMPLEMENT PARTICIPATORY BUDGETING IN SCHOOLS. SPB ALSO EXPANDED TO YUMA, LAKE HAVASU, AND WEST VALLEY SCHOOLS, WHILE SUSTAINING LONG-STANDING PARTNERSHIPS IN CHANDLER, QUEEN CREEK, AND FLAGSTAFF.THROUGH THE GABE ZIMMERMAN PUBLIC SERVICE AWARDS, CFA HONORS PUBLIC SERVANTS WHOSE LEADERSHIP REFLECTS INTEGRITY, COLLABORATION, AND A DEEP COMMITMENT TO COMMUNITY WELL-BEING. 622643 5068954 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 37 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 12 11 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X SYBIL FRANCIS 6024961360 433 N 3RD ST SUITE 260 PHOENIX AZ 85004 SYBIL FRANCIS PRESIDENT & CEO & CHAIRMAN 40.00 X X 263128 0 18230 RUTH MCGREGOR VICE CHAIR 1.00 X X 0 0 0 KATE BAKER DIRECTOR (FROM JANUARY) 1.00 X 0 0 0 CARMEN HEREDIA DIRECTOR 1.00 X 0 0 0 JILL HARRISON DIRECTOR 1.00 X 0 0 0 PAUL LUNA DIRECTOR 1.00 X 0 0 0 RON SHOOPMAN DIRECTOR 1.00 X 0 0 0 GEORGE DEAN DIRECTOR 1.00 X 0 0 0 LISA LOO DIRECTOR 1.00 X 0 0 0 LORI HIGUERA DIRECTOR 1.00 X 0 0 0 DAN COSTELLO DIRECTOR 1.00 X 0 0 0 KATOSHA NAKAI DIRECTOR 1.00 X 0 0 0 ESMERALDA FRANCO SECRETARY/SENIOR AIDE 40.00 X 52199 0 10366 LONA TEAGUE-TREASURER DIR. OF FISCAL & BUSINESS OPERATIONS 40.00 X 133884 0 12833 AMANDA BURKE MANAGING DIRECTOR 40.00 X 223970 0 38790 AARON BALL COLLEGE & CAREER PATHWAYS 40.00 X 157036 0 22937 HOLLY KURTZ WORKFORCE DEVELOPMENT 40.00 X 139092 0 16223 CYNTHIA ERWIN-HOGBERG COLLEGE & CAREER PATHWAYS 40.00 X 137923 0 19074 PETER BOYLE EDUCATIONAL LEADERSHIP/INNOVATION 40.00 X 165080 0 20538 HEATHER MARIE THORNTON STRATERGIC MARKETING/COMMUNICATIONS 40.00 X 139863 0 11526 1412175 0 170517 8 0 1 1 KNOWLEDGEWORKS FOUNDATION 312 PLUM STREET STE 950 CINCINNATI OH 45202 TECHNICAL ASSISTANCE 301000 DOMO PO BOX 737539 DALLAS TX 75373 DATA VISUALIZATION, RELATED SUPPORT AND 171590 FERVOR CREATIVE 7038 E OSBORN ROAD SCOTTSDALE AZ 85251 MARKETING 159758 JOBS FOR THE FUTURE 50 MILK STREET 17TH FLOOR BOSTON MA 02109 NETWORKING AND TECHNICAL SUPPORT 150000 EDGE FACTOR USA INC 615 MAIN ST NIAGARA FALLS NY 14302 MARKETING 132908 8 2833179 2616429 5449608 PARTICIPANT FEES 611710 340707 340707 340707 21 21 CASH BACK REFUND 900099 5745 5745 5745 5796081 340707 0 5766 X 277330 116709 160621 2202981 1692131 311437 199413 313629 225813 62726 25090 359751 259021 71950 28780 249059 179322 49812 19925 36054 36054 109717 109717 1888933 1861292 26748 893 380121 319388 60733 239024 105106 121575 12343 107322 99058 8090 174 18702 14952 2775 975 20972 20972 8564 8564 LICENSE AND FEES 193086 148680 41422 2984 SPONSORSHIPS 28316 19983 8333 MEALS AND ENTERTAINMENT 18150 6234 11687 229 REPAIRS AND MAINTENANCE 13358 293 13065 6465069 5068954 1105309 290806 3654026 1381228 1540745 875132 94822 21610 102307 103464 231267 184524 62632 46743 25548 20740 5480080 2448917 893004 182826 58402 83500 2007910 330815 2959316 597141 X 1055706 660775 1465058 1191001 2520764 1851776 5480080 2448917 -668988 0 X 0 1 X 1 1 1 X 4903126 4820306 7166383 9409890 5449608 31749313 899300 972964 932245 928451 924334 4657294 5802426 5793270 8098628 10338341 6373942 36406607 2227159 34179448 142 12 6 29 21 210 36406817 1586330 0.93880 0.90730 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 1 12328 0 0 0 0 12328 0 PART II-B, LINE 1: DURING FY2025, CFA ENGAGED IN LIMITED LOBBYING ACTIVITIES RELATED TO ARIZONA'S PROPOSITION 140 (MAKE ELECTIONS FAIR). THESE ACTIVITIES INCLUDED SELECT PUBLIC COMMUNICATIONS, SUCH AS OP-EDS AND A PUBLIC STATEMENT, THAT EXPRESSED SUPPORT FOR THE MEASURE, ALONG WITH RELATED DIGITAL CONTENT. NONE OF THESE EFFORTS INVOLVED PAID MEDIA, AND THE MAJORITY OF CFA'S WORK ON THIS ISSUE WAS EDUCATIONAL AND COMMUNICATIONS BASED, MODEST IN SCOPE AND FREQUENCY. LOBBYING EXPENDITURES WERE IMMATERIAL AND NOT A SUBSTANTIAL PART OF CFA'S OVERALL ACTIVITIES. 216498 169755 46743 14769 14769 0 46743 REFUNDABLE AWARD 310076 RIGHT OF USE LEASE LIABILITY 20739 330815 X 6821529 1025448 1025448 5796081 0 5796081 7490517 1025448 1025448 6465069 0 6465069 PART X, LINE 2: CFA BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY INCOME TAX POSITIONS TAKEN, AND, AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. CFA WOULD RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AND LIABILITIES IN INCOME TAX EXPENSE IF SUCH INTEREST AND PENALTIES ARE INCURRED. 0 0 0 0 0 0 0 1 0 SYBIL FRANCIS PRESIDENT & CEO & CHAIRMAN 263128 0 0 0 0 0 18230 0 767 0 282125 0 0 0 AMANDA BURKE MANAGING DIRECTOR 223970 0 0 0 0 0 28389 0 10401 0 262760 0 0 0 PETER BOYLE EDUCATIONAL LEADERSHIP/INNOVATION 156880 0 8200 0 0 0 20067 0 471 0 185618 0 0 0 AARON BALL COLLEGE & CAREER PATHWAYS 146842 0 10194 0 0 0 18336 0 4601 0 179973 0 0 0 CYNTHIA ERWIN-HOGBERG COLLEGE & CAREER PATHWAYS 137923 0 0 0 0 0 16933 0 2141 0 156997 0 0 0 HOLLY KURTZ WORKFORCE DEVELOPMENT 139092 0 0 0 0 0 9640 0 6583 0 155315 0 0 0 HEATHER MARIE THORNTON STRATERGIC MARKETING/COMMUNICATIONS 139863 0 0 0 0 0 9860 0 1666 0 151389 0 0 0 PART I, LINE 7 THE ORGANIZATION ANNUALLY REVIEWS THE PERFORMANCES OF THE EXECUTIVE STAFF AND OTHER STAFF TO DETERMINE IF ADDITIONAL COMPENSATION IN THE FORM OF BONUSES WILL BE PAID. PART II THE PRESIDENT & CEO OF THE CENTER FOR THE FUTURE OF ARIZONA IS AN EMPLOYEE OF THE ARIZONA STATE UNIVERSITY FOUNDATION, SERVING AS A LOANED EXECUTIVE TO THE CENTER FOR THE FUTURE OF ARIZONA. COMPENSATION AND BENEFITS FOR THE PRESIDENT & CEO, PAID BY THE ASU FOUNDATION, ARE INCLUDED AS REPORTABLE COMPENSATION IN THE CENTER FOR THE FUTURE OF ARIZONA'S FORM 990. THE CENTER FOR THE FUTURE OF ARIZONA DID NOT REIMBURSE ARIZONA STATE UNIVERSITY FOUNDATION FOR ANY OF HER COMPENSATION. ALL OTHER EMPLOYEES LISTED ON THIS SCHEDULE J ARE COMPENSATED BY ARIZONA STATE UNIVERSITY. THEIR COMPENSATION IS DETERMINED BY THE UNIVERSITY IN ADHERENCE WITH POLICIES OF THE UNIVERSITY AND APPLICABLE UNIVERSITY GOVERNANCE. THE CENTER FOR THE FUTURE OF ARIZONA REIMBURSED ARIZONA STATE UNIVERSITY FOR $129,677 OF THE EXECUTIVE VICE PRESIDENT'S COMPENSATION, $147,653 OF THE DIRECTOR OF FISCAL AND BUSINESS OPERATIONS AND $2,483,768 OF THE COMPENSATION FOR THE OTHER EMPLOYEES. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE IS CHAIRED BY THE CHAIR OF THE ORGANIZATION AND CONSISTS OF ALL OF THE OTHER OFFICERS. THIS COMMITTEE SERVES AS THE CENTRAL PLANNING GROUP FOR THE ORGANIZATION AND AS ADVISOR TO THE STAFF. IT ALSO HAS FULL AUTHORITY OF THE BOARD DURING THE INTERVALS BETWEEN MEETINGS OF THE BOARD. FORM 990, PART VI, SECTION A, LINE 7A THE BY-LAWS OF THE ORGANIZATION PRESCRIBE THAT A MINORITY OF THE BOARD OF DIRECTORS SHALL BE UNIVERSITY MEMBERS APPOINTED BY THE PRESIDENT OF ARIZONA STATE UNIVERSITY. FORM 990, PART VI, SECTION B, LINE 11B BEFORE FILING THE 990 WITH THE IRS, COPIES OF THE RETURN ARE PROVIDED TO ALL MEMBERS OF THE BOARD. COMMENTS ARE MADE BY THE BOARD MEMBERS AND ANY NECESSARY CHANGES ARE MADE TO THE 990 BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY IS MONITORED AND ENFORCED BY REQUIRING BOARD MEMBERS TO SIGN A STATEMENT EACH YEAR THAT IS REVIEWED BY THE CHAIR AND MAINTAINED IN THE BOARD FILE. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION FOR THE CENTER FOR THE FUTURE OF ARIZONA ("CENTER") IS DESIGNED TO: (I) SUPPORT THE CENTER'S MISSION, STRATEGY AND VALUES; (II) ENSURE COMPLIANCE WITH THE PROVISIONS OF THE I.R.S. CODE APPLICABLE TO SECTION 501(C)(3) ORGANIZATIONS RELATING TO COMPENSATION; AND (III) MAINTAIN PUBLIC CONFIDENCE IN THE INTEGRITY OF THE CENTER DUE TO THE RIGOR AND THOROUGHNESS OF ITS DELIBERATIONS. BOARD MEMBER COMPENSATION: THE CENTER DOES NOT COMPENSATE ITS BOARD MEMBERS FOR SERVING IN SUCH CAPACITY, BUT MAY FROM TIME TO TIME PAY COMPENSATION FOR ADDITIONAL SERVICES RENDERED TO THE CENTER. ANY COMPENSATION PAID TO BOARD MEMBERS FOR SERVICES PROVIDED TO THE CENTER IN ADDITION TO THE SERVICES THEY PROVIDE AS BOARD MEMBERS WOULD BE SEPARATELY DETERMINED SUBJECT TO THE CENTER'S CONFLICT OF INTEREST POLICY. EXECUTIVE AND STAFF COMPENSATION: THE OBJECTIVES OF THE CENTER'S EXECUTIVE AND STAFF COMPENSATION POLICIES ARE TO ATTRACT, RETAIN, MOTIVATE AND REWARD EXECUTIVE OFFICERS AND STAFF WHO CONTRIBUTE TO THE CENTER'S SUCCESS IN FULFILLING ITS MISSION. ACCORDINGLY, THE CENTER CONSIDERS THE FOLLOWING IN SETTING EXECUTIVE AND STAFF COMPENSATION: THE PRESIDENT & CEO OF THE CENTER FOR THE FUTURE OF ARIZONA IS AN EMPLOYEE OF THE ARIZONA STATE UNIVERSITY FOUNDATION, SERVING AS A LOANED EXECUTIVE TO THE CENTER FOR THE FUTURE OF ARIZONA. COMPENSATION AND BENEFITS FOR THE PRESIDENT & CEO, PAID BY THE ASU FOUNDATION, AN UNRELATED ORGANIZATION, AND AS SUCH ARE INCLUDED AS REPORTABLE COMPENSATION IN THE CENTER FOR THE FUTURE OF ARIZONA'S FORM 990, PART VII. THE CENTER FOR THE FUTURE OF ARIZONA DID NOT REIMBURSE ARIZONA STATE UNIVERSITY FOUNDATION FOR ANY OF THEIR COMPENSATION AND THEREFORE NO EXPENSES ARE REPORTED FOR THE PRESIDENT & CEO'S COMPENSATION ON PART IX, LINE 5. THE MANAGING DIRECTOR, TREASURER AND SECRETARY ARE COMPENSATED BY ARIZONA STATE UNIVERSITY, AN UNRELATED ORGANIZATION. THEIR COMPENSATION IS DETERMINED BY THE UNIVERSITY IN ADHERANCE WITH POLICIES OF THE UNIVERSITY AND APPLICABLE UNIVERSITY GOVERNANCE. THE CENTER FOR THE FUTURE OF ARIZONA REIMBURSED ARIZONA STATE UNIVERSITY $129,677 AND $147,653 FOR THE MANAGING DIRECTOR AND TREASURER'S COMPENSATION AND NOTHING FOR THE SECRETARY'S COMPENSATION. THIS REIMBURSED AMOUNT IS REPORTED FOR OFFICER'S COMPENSATION ON PART IX, LINE 5. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING: PROGRAM SERVICE EXPENSES 1,270,477. MANAGEMENT AND GENERAL EXPENSES 17,223. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,287,700. TRAINING: PROGRAM SERVICE EXPENSES 3,000. MANAGEMENT AND GENERAL EXPENSES 9,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,000. PROGRAM IMPLEMENTATION FEES: PROGRAM SERVICE EXPENSES 325,798. MANAGEMENT AND GENERAL EXPENSES 525. FUNDRAISING EXPENSES 893. TOTAL EXPENSES 327,216. EVALUATION: PROGRAM SERVICE EXPENSES 188,612. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 188,612. OTHER: PROGRAM SERVICE EXPENSES 39,405. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 39,405. GOVERNMENT RELATIONS: PROGRAM SERVICE EXPENSES 34,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 34,000.