Civic Intelligence

Arizona Technology in Education Association

990 • Fiscal year 2016 • EIN 11-3729995

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 19, 2017

8050 North 19th Ave Pmb 407Phoenix, AZ 85051

(602) 899-5813

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

71st percentile

15%

Higher net margin than 71% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

79th percentile

$8,827

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 4.4% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

91st percentile

107%

Faster asset growth than 91% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

86th percentile

52%

Faster revenue growth than 86% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$57,695

Up $29,764 (+107%) from 2015

Net Assets

Up

$57,695

Up $29,764 (+107%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$199,275

Up $67,945 (+52%) from 2015

Expenses

Up

$169,511

Up $36,880 (+28%) from 2015

Net Income

Up

$29,764

Up $31,065 (+2388%) from 2015

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150K$100K$50K$0Assets 2010: $7,179Liabilities 2010: $0Net Assets 2010: $7,1792010Assets 2011: $121,016Liabilities 2011: $0Net Assets 2011: $121,0162011Assets 2012: $32,791Liabilities 2012: $0Net Assets 2012: $32,7912012Assets 2013: $32,836Liabilities 2013: $0Net Assets 2013: $32,8362013Assets 2014: $29,232Liabilities 2014: $0Net Assets 2014: $29,2322014Assets 2015: $27,931Liabilities 2015: $0Net Assets 2015: $27,9312015Assets 2016: $57,695Liabilities 2016: $0Net Assets 2016: $57,6952016Assets 2017: $51,981Liabilities 2017: $203Net Assets 2017: $51,7782017Assets 2018: $32,427Liabilities 2018: $0Net Assets 2018: $32,4272018Assets 2020: $54,838Liabilities 2020: $129Net Assets 2020: $54,7092020Assets 2021: $41,338Liabilities 2021: $0Net Assets 2021: $41,3382021Assets 2022: $71,820Liabilities 2022: $0Net Assets 2022: $71,8202022Assets 2023: $43,660Liabilities 2023: $569Net Assets 2023: $43,0912023Assets 2024: $119,861Liabilities 2024: $0Net Assets 2024: $119,8612024Assets 2025: $103,176Liabilities 2025: $0Net Assets 2025: $103,1762025

Highlighted filing

2016

Assets$57,695
Liabilities$0
Net Assets$57,695

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KExpenses 2010: $205,8862010Expenses 2011: $138,3832011Expenses 2012: $134,2192012Revenue 2013: $120,435Expenses 2013: $120,390Net Income 2013: $452013Revenue 2014: $145,868Expenses 2014: $149,472Net Income 2014: -$3,6042014Revenue 2015: $131,330Expenses 2015: $132,631Net Income 2015: -$1,3012015Revenue 2016: $199,275Expenses 2016: $169,511Net Income 2016: $29,7642016Revenue 2017: $41,223Expenses 2017: $47,140Net Income 2017: -$5,9172017Revenue 2018: $29,138Expenses 2018: $48,489Net Income 2018: -$19,3512018Revenue 2020: $102,156Expenses 2020: $90,048Net Income 2020: $12,1082020Revenue 2021: $95,943Expenses 2021: $109,314Net Income 2021: -$13,3712021Revenue 2022: $101,979Expenses 2022: $71,497Net Income 2022: $30,4822022Revenue 2023: $91,734Expenses 2023: $120,463Net Income 2023: -$28,7292023Revenue 2024: $182,052Expenses 2024: $105,282Net Income 2024: $76,7702024Revenue 2025: $85,239Expenses 2025: $101,924Net Income 2025: -$16,6852025

Highlighted filing

2016

Revenue$199,275
Expenses$169,511
Net Income$29,764
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 19, 2017
Return Version
2015v3.0
Gross Receipts
$199,275
Mission and Program Overview

Mission

Aztea, as an affiliate of the international society for technology in education (iste), has adopted and supports iste's mission to empower learners to flourish in a connected world by cultivating a passionate professional learning community, linking educators and partners, leveraging knowledge and expertise, advocating for strategic policies, and continually improving learning and teaching.

To assist technology professionals in the arizona education system with the integration of technology into the educational process.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$27,931$57,695▲ $29,764
Total Assets$27,931$57,695▲ $29,764
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$27,931$57,695▲ $29,764
Total Net Assets Fund Balance$27,931$57,695▲ $29,764
Total Liabilities and Net Assets / Fund Balance$27,931$57,695▲ $29,764
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Cathy PoplinExecutive DirectorPT$8,827$8,827

Board Members and Trustees

NameTitle
Amy ChayefskyAdvocacy and Public Policy Chair
Judith RomeroAffilate Rep and No. Chptr Chair
Ann ZechesSouthern Chapter Chair
Laurie SheehyWestside Chapter Co-chair
Len HornWestside Chapter Co-chair
Julia HowePast President
Jon CastelhanoPresident
Deena JorgensonBoard Member
Nancy PrattBoard Member
Cary FieldsBoard Member Until 6-30-16
Kim ReynoldsBoard Member Until 6-30-16
Chris Johnson Ph DAdvocacy and Public Policy Advisor
Jack WallbrechtCTO Special Interest
Sarah CrawfordNon-porfit Partner Liasion
Kim FlackNon-profit Partner Liasion
Ruben MontoyaParner Liaison
Stacey PasquelSecretary as of 11-14-15
Leeann LindseySecretary Until 11-14-15
Nan WilliamsStem Collaborative
Nick TrakasTreasurer Until 6-30-2016
Revenue and Support

Revenue Composition

Contributions and Grants
$38,578
Program Service Revenue
$155,697
Investment Income
$0
Other Revenue
$5,000
All Other Contributions
$32,303
Change in Net Assets
$29,764
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$106,096
Grants and Similar Amounts Paid$51,444
Salaries, Compensation, and Employee Benefits$11,971
Total Fundraising Expense$6,824
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$80,835$65$22$80,922
Grants to Domestic Orgs$51,444--$51,444
Current Officers, Directors, Trustees, and Key Employees$3,629$2,722$4,125$10,476
Information Technology$7,311$266$1,876$9,453
Fees for Services Accounting$1,411$6,042-$7,453
Office Expenses$2,435$1,900-$4,335
Payroll Taxes$518$388$589$1,495
Fees for Services Other$1,000--$1,000
Insurance$955--$955
Travel$840--$840
Other Expenses$267$96$24$120
Total Functional Expenses$151,020$11,667$6,824$169,511
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Science Foundation ArizonaPhoenix, AZ501(c)(3)General Support$39,784
Arizona Association of Teachers of MathematicsTempe, AZ501(c)(3)General Support$6,080
Arizona Science Teachers Association IncTucson, AZ501(c)(3)General Support$5,580
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

Membership in the organization is available to individuals who are educators and others interested or engaged in using educational technology to develop 21st century skills or related interests in schools, colleges, or county, state, regional or national educational systems and individuals or corporations who have mutual goals and interests with the organization. Various levels of membership are available. See the website ww.aztea.org for details. Members are entitled to vote on various issues including the election of officers and directors.

Form 990, Part VI, Section A, Line 7A

Not less than 60 days before the annual meeting, the president elect shall appoint a nominating committee consisting of at least three additional members. Not less than 40 days before the annual meeting, this committee shall submit to the secretary of the aztea names of at least two qualified candidates for each office and each vacancy among the directors, after having ascertained that each such candidate is willing to serve if elected. In the event that two potential candidates cannot be found for a specific office, the nominating committee may forward a single candidate. Not less than 30 days prior to the annual meeting, the secretary shall notify the membership of the nominating committee report. Election will be by written or electronic ballot. In the event of a tie for a place on the board of directors, a run-off election will be held immediately. The term of office for elected positions other than director shall be for one year, july 1 to june 30

Form 990, Part VI, Section A, Line 7B

All amendments to the organization's bylaws must be approved by the members of the organization.

Form 990, Part VI, Section B, Line 11

A draft of the form 990 is provided by aztea's accountant. It is emailed to the board for review and approval.

Form 990, Part VI, Section B, Line 12C

Each year the current board of directors is required to sign and submit aztea's conflict of interest form.

Form 990, Part VI, Section B, Line 15

The president annually negotiates compensation directly with the executive director and makes recommendations to the executive committee. Executive compensation is then voted on by the steering committee. The board executive committee has an executive review process that involves the entire board. Information obtained from comparable non-profit organizations is also used to determine compensation and contractual validity. Note: an executive director was hired in january, 2015, and remains in that position currently.

Form 990, Part VI, Section C, Line 18

The organization will make their application for recognition of exemption and annual information returns available upon request without charge except for a nominal fee for reproduction and actual postage costs. Annual information returns will be available for three years after filing.

Form 990, Part VI, Section C, Line 19

If the governing documents and conflict of interest policy of the organization are subject to federal or state public disclosure rules, these documents will be made publicly available as applicable law may require. Otherwise, the governing documents and conflict of interest policy will be provided to the public at the discretion of management.

Filing and Contact Details

Filer

Filer Name
Arizona Technology in Education
EIN
11-3729995
Phone
6028995813
Address
8050 NORTH 19TH AVE PMB 407, PHOENIX, AZ 85051

Signing Officer

Name
Cathy Poplin
Title
Executive Director
Phone
6028995813
Signed
2017-01-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jon Castelhano
Formed
1998
Legal Domicile
Az
Voting Board Members
19
Independent Board Members
19
Employees
2
Volunteers
50

Preparer

Firm
Monica J Stern CPA Pllc
Address
11225 NORTH 28TH DRIVE SUITE A100, PHOENIX, AZ 85029-5608
Preparer
Monica J Stern CPA
Phone
6026748226
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 3

Yes, aztea previously offered grant opportunities to educators throughout the state through a grant from the centurylink foundation. Aztea is no longer involved in the centurylink foundation grant program.

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IRS990/Form990PartVIISectionAGrp/TitleTxt3WESTSIDE CHAPTER CO-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt4WESTSIDE CHAPTER CO-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt5PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt6PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7SECRETARY UNTIL 11-14-15
IRS990/Form990PartVIISectionAGrp/TitleTxt8SOUTHERN CHAPTER CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt9TREASURER UNTIL 6-30-2016
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER UNTIL 6-30-16
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER UNTIL 6-30-16
IRS990/Form990PartVIISectionAGrp/TitleTxt13SECRETARY AS OF 11-14-15
IRS990/Form990PartVIISectionAGrp/TitleTxt14ADVOCACY AND PUBLIC POLICY CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt15ADVOCACY AND PUBLIC POLICY ADVISOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16PARNER LIAISON
IRS990/Form990PartVIISectionAGrp/TitleTxt17CTO SPECIAL INTEREST
IRS990/Form990PartVIISectionAGrp/TitleTxt18NON-PORFIT PARTNER LIASION
IRS990/Form990PartVIISectionAGrp/TitleTxt19NON-PROFIT PARTNER LIASION
IRS990/Form990PartVIISectionAGrp/TitleTxt20EXECUTIVE DIRECTOR
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IRS990/MissionDesc0ARIZONA TECHNOLOGY IN EDUCATION ASSOCIATION (AZTEA) IS A PROFESSIONAL NONPROFIT ORGANIZATION DEVOTED TO INCREASING STUDENT ACHIEVEMENT THROUGH TECHNOLOGY IN TEACHING AND LEARNING. AZTEA IS THE INTERNATIONAL SOCIETY FOR TECHNOLOGY IN EDUCATION AFFILIATE FOR ARIZONA.
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IRS990/ProgSrvcAccomActy2Grp/Desc0AZTEA PROVIDES A SERIES OF AWARDS FOR OUTSTANDING EDUCATORS AND ADMINISTRATORS, WHICH RECOGNIZE PEER-NOMINATED EDUCATORS FOR THEIR EXCELLENCE AS EDUCATORS. THESE AWARDS ARE DISTRIBUTED THROUGH A NOMINATION PROCESS, OVERSEEN BY THE AZTEA AWARDS COMMITTEE.AWARDS ARE ALSO PROVIDED TO OTHER 501(C) (3) ORGANIZATIONS WITH SIMILAR GOALS. WE COLLABORATE ON CONFERENCES AND SHARE IN THE RECEIPTS OF MEMBERSHIP DUES.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt051711
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IRS990/ProgSrvcAccomActy3Grp/Desc0AZTEA HAS A YEARLY MEMBERSHIP THAT GIVES MEMBERS THE OPPORTUNITY TO PARTICIPATE IN ALL OF THE SERVICES/PROGRAMS WE OFFER.THE STEM AZ EDUCATION COLLABORATIVE IS COMPRISED OF ARIZONA SCIENCE TEACHERS ASSOCIATION (ASTA) AND ARIZONA ASSOCIATION OF THE TEACHERS OF MATHEMATICS (AATM) TO OFFER MEMBERSHIP IN ALL THREE ORGANIZATIONS.
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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt0100000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0347000
IRS990ScheduleA/FactsAndCircumstancesTestTxt0THE CENTURYLINK FOUNDATION PARTNERED WITH ARIZONA TECHNOLOGY IN EDUCATION ASSOCIATION (AZTEA) FROM 2006 UNTIL 2014, TO IMPLEMENT THE CENTURYLINK CLARKE M. WILLIAMS FOUNDATION'S TEACHERS AND TECHNOLOGY GRANT PROGRAM IN ARIZONA. ANY FULL TIME PRE K-12 EDUCATOR THAT IS LOCATED IN CENTURYLINK SERVICE AREAS (WIDELY DIVERSE AREAS) WAS INVITED TO APPLY FOR UP TO $5,000 THROUGH THIS COMPETITIVE GRANT PROCESS. THE PROGRAM WAS A UNIQUE OPPORTUNITY TO IMPROVE STUDENT ACHIEVEMENT THROUGH THE USE OF TODAY'S TECHNOLOGY. EACH YEAR, 90% OF THE FUNDS RECEIVED WERE GIVEN DIRECTLY TO PUBLIC SCHOOLS THROUGH THESE GRANTS. THE BALANCE OF THE GRANT WAS USED TO PRODUCE EDUCATIONAL CONFERENCES FOR EDUCATORS AND ADMIN SUPPORT FOR THE GRANTING PROCESS. AZTEA IS NO LONGER INVOLVED IN THE CENTURYLINK FOUNDATION GRANT PROGRAM AND IS ACTIVELY SEEKING OTHER SPONSORS FOR THE EDUCATIONAL CONFERENCES HELD THROUGHOUT THE YEAR. OUR ENTIRE PROGRAM SUPPORTS PUBLIC EDUCATION. AZTEA HAS A VERY DIVERSE BOARD THAT REPRESENTS THE PUBLIC INTEREST OF EDUCATING STUDENTS AND PROVIDING THE NEEDED TECHNOLOGICAL ADVANCES THEY WILL NEED.
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.85$1.02$0.17
2024Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$1.82$1.05$0.77
2023Detailed filing. Detailed filing data is available for this year.$0.44$0.01$0.43$0.92$1.20$0.29
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.72$0.00$0.72$1.02$0.71$0.30
2021Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.96$1.09$0.13
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.55$0.00$0.55$1.02$0.90$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.32$0.00$0.32$0.29$0.48$0.19
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.52$0.00$0.52$0.41$0.47$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$1.99$1.70$0.30
2015Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$1.31$1.33$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$1.46$1.49$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.33$0.00$0.33$1.20$1.20$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.33$0.00$0.33$1.34
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.21$0.00$1.21$1.38
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.07$0.00$0.07$2.06