Civic Intelligence

Arizona Tuition Organization Inc.

990 • Fiscal year 2011 • EIN 20-0575040

Jul 01, 2010 to Jun 30, 2011 • Filed on Dec 09, 2011

PO Box 1190086304
Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

Higher debt load relative to assets than 16% of similar nonprofits.

2011 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$138,276

No earlier filing loaded for comparison.

Net Assets

$137,932

No earlier filing loaded for comparison.

Liabilities

$344

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$1,146,951

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $138,276Liabilities 2011: $344Net Assets 2011: $137,9322011Assets 2012: $194,943Liabilities 2012: $0Net Assets 2012: $194,9432012Assets 2013: $515,964Liabilities 2013: $2,300Net Assets 2013: $513,6642013Assets 2014: $926,411Liabilities 2014: $1,363Net Assets 2014: $925,0482014Assets 2015: $1,192,395Liabilities 2015: $2,339Net Assets 2015: $1,190,0562015Assets 2016: $1,443,288Liabilities 2016: $2,526Net Assets 2016: $1,440,7622016Assets 2017: $1,523,842Liabilities 2017: $2,905Net Assets 2017: $1,520,9372017Assets 2018: $1,441,556Liabilities 2018: $4,036Net Assets 2018: $1,437,5202018Assets 2019: $1,597,170Liabilities 2019: $3,012Net Assets 2019: $1,594,1582019Assets 2020: $1,716,856Liabilities 2020: $3,077Net Assets 2020: $1,713,7792020Assets 2021: $2,269,146Liabilities 2021: $3,062Net Assets 2021: $2,266,0842021Assets 2022: $2,349,936Liabilities 2022: $3,399Net Assets 2022: $2,346,5372022Assets 2023: $3,172,368Liabilities 2023: $4,058Net Assets 2023: $3,168,3102023Assets 2024: $3,708,745Liabilities 2024: $9,935Net Assets 2024: $3,698,8102024Assets 2025: $4,354,615Liabilities 2025: $10,767Net Assets 2025: $4,343,8482025

Highlighted filing

2011

Assets$138,276
Liabilities$344
Net Assets$137,932

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $1,146,9512011Expenses 2012: $1,200,2432012Expenses 2013: $1,517,1062013Revenue 2014: $2,316,833Expenses 2014: $1,905,449Net Income 2014: $411,3842014Revenue 2015: $2,587,945Expenses 2015: $2,322,937Net Income 2015: $265,0082015Revenue 2016: $2,737,180Expenses 2016: $2,486,474Net Income 2016: $250,7062016Revenue 2017: $2,716,740Expenses 2017: $2,636,565Net Income 2017: $80,1752017Revenue 2018: $2,731,114Expenses 2018: $2,814,531Net Income 2018: -$83,4172018Revenue 2019: $3,345,753Expenses 2019: $3,189,115Net Income 2019: $156,6382019Revenue 2020: $2,867,249Expenses 2020: $2,747,628Net Income 2020: $119,6212020Revenue 2021: $3,489,949Expenses 2021: $2,937,644Net Income 2021: $552,3052021Revenue 2022: $3,810,886Expenses 2022: $3,730,433Net Income 2022: $80,4532022Revenue 2023: $3,330,905Expenses 2023: $2,509,132Net Income 2023: $821,7732023Revenue 2024: $3,230,762Expenses 2024: $2,700,262Net Income 2024: $530,5002024Revenue 2025: $3,467,446Expenses 2025: $2,822,408Net Income 2025: $645,0382025

Highlighted filing

2011

Revenue-
Expenses$1,146,951
Net Income-
Jump To
Filing Snapshot
Filing Period
Jul 1, 2010 to Jun 30, 2011
Signed
Dec 9, 2011
Return Version
2010v3.2
Gross Receipts
$1,223,036
Mission and Program Overview

Mission

The organization's mission is to award tuition grants and scholarships to students at arizona k-12 private schools via the arizona private school tuition tax credit and providing quality personal service to partnering schools, students and families.

Filing and Contact Details

Filer

EIN
20-0575040
Raw XML Appendix387 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ActivityOrMissionDescription0ARIZONA TUITION ORGANIZATION, INC. (AZTO) WAS ESTABLISHED TO FACILITATE THE ARIZONA PRIVATE SCHOOL TUITION TAX CREDIT. AZTO ACCEPTS CONTRIBUTIONS FROM ARIZONA INCOME TAX PAYERS FOR THE BENEFIT OF CHILDREN ATTENDING PARTICIPATING SCHOOLS. DONORS MAY THEN BE ELIGIBLE TO CLAIM A TAX CREDIT THAT REDUCES, DOLLAR FOR DOLLAR, ANY INCOME TAX OWED TO THE STATE OF ARIZONA. AZTO IS A SCHOOL TUITION ORGANIZATION THAT FOCUSES ON ONLY A FEW PRIVATE SCHOOLS, TO PROVIDE QUALITY PERSONAL SERVICE TO PARTNERING SCHOOLS, STUDENTS, AND FAMILIES. AZTO UNIQUELY OFFERS MONTHLY TUITION GRANT DISBURSEMENTS.
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IRS990/Description0AWARDING TUITION GRANTS & SCHOLARSHIPS TO OVER 600 STUDENTS AT ARIZONA K-12 PRIVATE SCHOOLS VIA THE ARIZONA PRIVATE SCHOOL TUITION TAX CREDIT.
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IRS990/MissionDescription0THE ORGANIZATION'S MISSION IS TO AWARD TUITION GRANTS AND SCHOLARSHIPS TO STUDENTS AT ARIZONA K-12 PRIVATE SCHOOLS VIA THE ARIZONA PRIVATE SCHOOL TUITION TAX CREDIT AND PROVIDING QUALITY PERSONAL SERVICE TO PARTNERING SCHOOLS, STUDENTS AND FAMILIES.
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IRS990ScheduleI/Form990ScheduleIPartIII/TypeOfGrant0SCHOOL TUITION GRANTS AND SCHOLARSHIPS - K-12 PRIVATE SCHOOL STUDENTS
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IRS990ScheduleO/GeneralExplanation/Explanation0BRETT ROEHR, PRESIDENT, IS MARRIED TO THE EXECUTIVE DIRECTOR, LARA ROEHR. THOMAS HARTZLER IS EMPLOYED BY A SCHOOL FOR WHICH MICHAEL TRUEBLOOD IS THE BOARD PRESIDENT.
IRS990ScheduleO/GeneralExplanation/Explanation1THE FORM 990 WILL BE REVIEWED BY THE ORGANIZATION'S PRESIDENT BEFORE FILING THE FORM AND THE SECRETARY/TREASURER WILL REVIEW THE FORM 990 BEFORE FILING OR SHORTLY THEREAFTER.
IRS990ScheduleO/GeneralExplanation/Explanation2CONFLICT OF INTEREST FORMS ARE REVIEWED AND APPROVED AT THE ANNUAL BOARD MEETING EACH FEBRUARY. TO HELP ENSURE THAT THERE IS NO CONFLICT OF INTEREST, THE BOARD OF DIRECTOR'S DEPENDENTS AND RELATIVES ARE NOT ALLOWED TO RECEIVE AWARDS FROM THE ORGANIZATION.
IRS990ScheduleO/GeneralExplanation/Explanation3THE ORGANIZATION USES COMPARABILITY DATA AND WRITTEN DOCUMENTATION OF THE DECISION PROCESS ALONG WITH REVIEW AND APPROVAL OF INDEPENDENT PERSONS FOR ALL SALARIES OF TOP MANAGEMENT AND KEY EMPLOYEES.
IRS990ScheduleO/GeneralExplanation/Explanation4IF 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.
IRS990ScheduleO/GeneralExplanation/Explanation5THE 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.
IRS990ScheduleO/GeneralExplanation/Explanation6THE FOLLOWING WAS REPORTED ON THE PRIOR TAX RETURN: $34,820 REPORTED AS CAPITAL STOCK OR TRUST PRINCIPAL, OR CURRENT FUNDS AND $27,026 OF GRANTS PAYABLE. THESE ITEMS WERE RESTATED AS UNRESTRICTED NET ASSETS TO ENHANCE COMPARABILITY WITH THE AMOUNT OF UNRESTRICTED NET ASSETS IN THE CURRENT YEAR.
IRS990ScheduleO/GeneralExplanation/Explanation7THE ACCOUNTING METHOD WAS PREVIOUSLY REPORTED AS ACCRUAL. THE RETURN WAS ACTUALLY PRODUCED USING A MODIFIED CASH BASIS. THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.
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IRS990/TypeOfOrganizationCorporation0X
IRS990/UnrelatedBusinessIncome00
IRS990/UnrestrictedNetAssets/BOY061847
IRS990/UnrestrictedNetAssets/EOY0137932
IRS990/UponRequest0X
IRS990/WebSite0WWW.AZTO.ORG
IRS990/WhistleblowerPolicy01
IRS990/YearFormation02003
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0200575040
ReturnHeader/Filer/Name/BusinessNameLine10ARIZONA TUITION ORGANIZATION INC
ReturnHeader/Filer/NameControl0ARIZ
ReturnHeader/Filer/Phone06022953033
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 11900
ReturnHeader/Filer/USAddress/City0PRESCOTT
ReturnHeader/Filer/USAddress/State0AZ
ReturnHeader/Filer/USAddress/ZIPCode086304
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02011-12-09
ReturnHeader/Officer/Name0BRETT ROEHR
ReturnHeader/Officer/Phone06022953033
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/Preparer/DatePrepared02011-12-09
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10MONICA J STERN CPA PLLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1011225 NORTH 28TH DRIVE SUITE B-109
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0PHOENIX
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0AZ
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0850295609
ReturnHeader/Preparer/Name0MONICA J STERN CPA
ReturnHeader/Preparer/Phone06026748226
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02010-07-01
ReturnHeader/TaxPeriodEndDate02011-06-30
ReturnHeader/TaxYear02010
ReturnHeader/Timestamp02011-12-15T16:29:06-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.35$0.01$4.34$3.47$2.82$0.65
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.71$0.01$3.70$3.23$2.70$0.53
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.17$0.00$3.17$3.33$2.51$0.82
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.35$0.00$2.35$3.81$3.73$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.27$0.00$2.27$3.49$2.94$0.55
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.72$0.00$1.71$2.87$2.75$0.12
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.60$0.00$1.59$3.35$3.19$0.16
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.44$0.00$1.44$2.73$2.81$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.52$0.00$1.52$2.72$2.64$0.08
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.44$0.00$1.44$2.74$2.49$0.25
2015Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$2.59$2.32$0.27
2014Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$2.32$1.91$0.41
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.52$0.00$0.51$1.52
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.19$0.00$0.19$1.20
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.14$0.00$0.14$1.15