Civic Intelligence

Literacy Connects

990 • Fiscal year 2024 • EIN 23-7047508

Jul 01, 2023 to Jun 30, 2024 • Filed on May 15, 2025

200 E Yavapai RoadTucson, AZ 85705

(520) 882-8006

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.03x

Higher debt load relative to assets than 43% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

42nd percentile

0.04x

Higher debt load relative to revenue than 42% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

43rd percentile

1.6%

Higher net margin than 43% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

65th percentile

$96,849

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 3.1% of source-year revenue.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

20th percentile

-5.8%

Faster asset growth than 20% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

22nd percentile

-10%

Faster revenue growth than 22% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$4,037,924

Down $250,058 (-5.8%) from 2023

Net Assets

Up

$3,900,517

Up $63,473 (+1.7%) from 2023

Liabilities

Down

$137,407

Down $313,531 (-70%) from 2023

Revenue

Down

$3,105,516

Down $356,063 (-10%) from 2023

Expenses

Up

$3,057,022

Up $567,609 (+23%) from 2023

Net Income

Down

$48,494

Down $923,672 (-95%) from 2023

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: $440,093Liabilities 2011: $47,248Net Assets 2011: $392,8452011Assets 2013: $601,569Liabilities 2013: $57,160Net Assets 2013: $544,4092013Assets 2014: $1,531,610Liabilities 2014: $1,001,578Net Assets 2014: $530,0322014Assets 2015: $1,395,195Liabilities 2015: $868,552Net Assets 2015: $526,6432015Assets 2016: $1,492,584Liabilities 2016: $836,950Net Assets 2016: $655,6342016Assets 2017: $1,367,695Liabilities 2017: $498,227Net Assets 2017: $869,4682017Assets 2018: $2,064,995Liabilities 2018: $499,508Net Assets 2018: $1,565,4872018Assets 2019: $2,667,288Liabilities 2019: $505,463Net Assets 2019: $2,161,8252019Assets 2020: $3,064,900Liabilities 2020: $802,806Net Assets 2020: $2,262,0942020Assets 2021: $3,553,205Liabilities 2021: $784,920Net Assets 2021: $2,768,2852021Assets 2022: $3,371,260Liabilities 2022: $466,900Net Assets 2022: $2,904,3602022Assets 2023: $4,287,982Liabilities 2023: $450,938Net Assets 2023: $3,837,0442023Assets 2024: $4,037,924Liabilities 2024: $137,407Net Assets 2024: $3,900,5172024

Highlighted filing

2024

Assets$4,037,924
Liabilities$137,407
Net Assets$3,900,517

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: $833,9162011Expenses 2013: $1,336,6792013Revenue 2014: $1,542,997Expenses 2014: $1,560,127Net Income 2014: -$17,1302014Revenue 2015: $1,613,887Expenses 2015: $1,617,594Net Income 2015: -$3,7072015Revenue 2016: $1,759,785Expenses 2016: $1,588,167Net Income 2016: $171,6182016Revenue 2017: $1,846,933Expenses 2017: $1,622,752Net Income 2017: $224,1812017Revenue 2018: $2,264,862Expenses 2018: $1,667,843Net Income 2018: $597,0192018Revenue 2019: $2,359,247Expenses 2019: $1,763,836Net Income 2019: $595,4112019Revenue 2020: $2,113,001Expenses 2020: $2,012,732Net Income 2020: $100,2692020Revenue 2021: $2,396,997Expenses 2021: $1,945,978Net Income 2021: $451,0192021Revenue 2022: $2,329,327Expenses 2022: $2,167,820Net Income 2022: $161,5072022Revenue 2023: $3,461,579Expenses 2023: $2,489,413Net Income 2023: $972,1662023Revenue 2024: $3,105,516Expenses 2024: $3,057,022Net Income 2024: $48,4942024

Highlighted filing

2024

Revenue$3,105,516
Expenses$3,057,022
Net Income$48,494
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 15, 2025
Return Version
2023v6.0
Gross Receipts
$3,915,298
Mission and Program Overview

Mission

Connecting people of all ages to a world of opportunities through literacy and creative expression.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,740,817$1,670,499▼ $70,318
Savings and Temporary Cash Investments$1,025,810$1,053,549▲ $27,739
Pledges and Grants Receivable$905,782$656,079▼ $249,703
Cash and Non-Interest-Bearing Accounts$101,580$132,175▲ $30,595
Prepaid Expenses and Deferred Charges$35,952$84,180▲ $48,228
Accounts Receivable$23,302$53,462▲ $30,160
Investments in Publicly Traded Securities$127,662$30,000▼ $97,662
Intangible Assets-$13,680-
Total Assets$4,287,982$4,037,924▼ $250,058
Other Assets Total$327,077$344,300▲ $17,223
Liabilities
Mortgage Notes Payable Secured by Investment Property$364,299--
Accounts Payable and Accrued Expenses$86,639$137,407▲ $50,768
Total Liabilities$450,938$137,407▼ $313,531
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,084,907$2,756,075▲ $671,168
Net Assets With Donor Restrictions$1,752,137$1,144,442▼ $607,695
Total Net Assets Fund Balance$3,837,044$3,900,517▲ $63,473
Total Liabilities and Net Assets / Fund Balance$4,287,982$4,037,924▼ $250,058

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,511,750$371,673$1,883,423
Equipment$13,040$129,818$142,858
Land$91,690-$91,690
Leasehold Improvements$53,985$5,995$59,980
Other Land Buildings$34$35,270$35,304
Other Assets Org$3,224--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$323,853$1,000▲ $16,223-$341,076
2022$308,204$1,000▲ $14,649-$323,853
2021$275,129$51,432▼ $18,357-$308,204
2020$210,136$9,821▲ $55,172-$275,129
2019$210,317$5,000▼ $5,181-$210,136
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHARON O'BRIENExecutive DiFT$87,549$9,300$96,849
Daniel SmallFinance/opsFT$33,173$193$33,366

Board Members and Trustees

NameTitle
Amy BeiterBoard Chair
Melinda BurkeChair Elect
Amber MathewsonPast Board C
Jaymie JacobsMember
Jeanine TraceyMember
Kristel FosterMember
Matt KopecMember
Sara HabibMember
Sunny BaeMember
Chris GutierrezSecretary
Kim EgitaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,146,682
Program Service Revenue
$18,328
Investment Income
$46,092
Other Revenue
$-105,586
All Other Contributions
$2,721,959
Change in Net Assets
$48,494

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,105,516
Revenue Not Reported on Form 990
$928,984
Total Revenue per Audited Statements
$4,034,500
Total Revenue per Form 990
$3,105,516
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,191,123
Other Expenses$845,049
Total Fundraising Expense$346,037
Professional Fundraising Fees$20,850
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,438,461$20,288$200,658$1,659,407
Office Expenses$187,532$20,973$25,737$234,242
Current Officers, Directors, Trustees, and Key Employees$113,189$73,263$1,441$187,893
Payroll Taxes$127,435$14,524$20,900$162,859
Other Employee Benefits$121,922$3,953$13,319$139,194
Fees for Services Management$117,896$475$5,692$124,063
Fees for Services Other$84,191$10,361$20,321$114,873
Depreciation Depletion$59,651$2,844$7,823$70,318
Pension Plan Contributions$33,591$2,125$6,054$41,770
Occupancy$31,543$1,371$1,372$34,286
Insurance$28,148$1,325$3,643$33,116
Conferences and Meetings$18,594$5,199$5,654$29,447
Fees for Services Professional Fundraising--$20,850$20,850
Fees for Services Accounting-$16,690-$16,690
Interest-$14,805-$14,805
Advertising--$11,075$11,075
Other Expenses$5,570$1,114$279$6,963
All Other Expenses$4,301--$4,301
Total Functional Expenses$2,521,232$189,753$346,037$3,057,022

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$3,971,027
Expenses per Audited Statements$3,057,022
Total Expenses per Form 990$3,057,022
Expenses Not Reported on Form 990$914,005
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$124,341
Professional Fundraising Fees$20,850
Fundraising Gross Income$18,755

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Event$146,406$18,755$124,341$-105,586
Total Events$146,406$18,755$124,341$-105,586
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
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The organization provided a draft of the form 990 to all members of the board of directors prior to filing. The return was reviewed and approved by the finance director and executive director prior to filing.

Form 990, Page 6, Part VI, Line 12C

The conflict of interest policy is discussed and signed by the board each year.

Form 990, Page 6, Part VI, Line 15A

On an annual basis the board reviews salary comparability data when setting compensation for the organization's executive director. The decision process is documented in the board minutes.

Form 990, Page 6, Part VI, Line 19

The annual return is available on guidestar.org and applicable information is available upon request.

Filing and Contact Details

Filer

Filer Name
Literacy Connects
EIN
23-7047508
Phone
5208828006
Address
200 E YAVAPAI ROAD, TUCSON, AZ 85705

Signing Officer

Name
SHARON O'BRIEN
Title
Executive Director
Phone
5208828006
Signed
2025-05-15

Organization Details

Principal Officer
Amy Beiter
Formed
1969
Legal Domicile
Az
Voting Board Members
11
Independent Board Members
11
Employees
52
Volunteers
472

Preparer

Firm
Ludwig Klewer & Rudner Pllc
Address
4783 E CAMP LOWELL DR, TUCSON, AZ 85712
Preparer
Julie S Klewer CPA
Phone
5205450500
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

The statement of functional expenses is prepared on the gaap basis and therefore fails to account for the value of volunteer labor. Program expenses are kept very low due to the organization's use of volunteers to deliver most of the program's teaching. Volunteers gave over 26,208 teaching and preparation hours during the year. The independent sector has set 30.13 per hour as the value for volunteer hours in arizona. This means the work done by volunteers was worth approximately 789,664.

Form 990, Page 2, Part III, Line 4C

Literacy connects' reading seed program trained and supported 287 volunteer reading coaches to work one-to-one with 815 kindergarten through second grade students in title i schools. The students were provided extra support in improving their literacy skills and developing healthy relationships with books and reading through the mentorship of a caring adult. Reading coaches contributed 19,727 hours of service, resulting in students averaging 24 hours of reading support throughout the school year. The program offered a lending library of 23,217 books that match students' interests and distributed over 22,892 free books throughout the county to help children build home libraries and become independent readers so that they can become lifelong learners. Our long0term goal is to expand our k-1 loop program to increase our impact at each school, resulting in an increased number of students reading at grade level by the end of third grade.

Form 990, Page 2, Part III, Line 4D

Reach out and read southern arizona (rorsa) promotes healthy brain growth, positive social-emotional development, and school readiness by giving families resources and information to make reading aloud part of their daily routine. By integrating reading into pediatric practices, rqrsa partners with doctors in 58 clinics, reaching 85,710 children from birth to five.

Form 990, Part XI, Line 9

Changes in beneficial interests in funds 16,223

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

The organization's endowment consists of two funds, one of which is designated by the board of directors to function as an endowment to support general operations. Income from this endowment may be used at the board's discretion. The other fund is a permanently restricted, donor-designated endowment fund.

Schedule D, Page 3, Part X

The organization's policy is to disclose or recognize income tax positions based on management's estimate of whether it is reasonably possible or probable, respectively, that a liability has been incurred for unrecognized income tax positions. As of june 30, 2024, management is not aware of any uncertain tax positions that are potentially material. In addition, management in not aware of any matters which would cause the organization to lose its tax-exempt status.

Schedule D, Page 4, Part XI, Line 2D

Change in value of benefical trust 16,223 in-kind services 789,664 special event expense 124,341

Schedule D, Page 4, Part XII, Line 2D

Special event expense 124,341 in-kind services 789,664

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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/Desc0THE ADULT PROGRAMS OF LITERACY CONNECTS, ADULT BASIC LITERACY AND ENGLISH LANGUAGE ACQUISITION FOR ADULTS, PROVIDED RESOURCES, SUPPORT AND ONGOING TRAINING TO 153 VOLUNTEERS DURING THE FISCAL YEAR, THESE VOLUNTEERS GAVE MORE THAN 15,980 HOURS OF THEIR TIME AS TUTORS AND TEACHERS TO INSTRUCT ADULT LEARNERS, AT NO CHARGE TO THE LEARNERS, IN CLASSES FACILITATED AND THROUGH 1:1 TUTORING FACILITATED VIA ZOOM AND IN PERSON.
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IRS990/ProgSrvcAccomActy2Grp/Desc0STORIES THAT SOAR IS A LITERACY AND ARTS INTEGRATION PROGRAM THAT PROMOTES WRITING AND CREATIVE EXPRESSION BY HONORING CHILDREN'S ORIGINAL STORIES THROUGH THE ARTS. THIS FISCAL YEAR, THEIR PROFESSIONAL THEATRE PROGRAM INSPIRED 5,727 ELEMETARY CHILDREN TO WRITE 10,502 STORIES, 25 OF WHICH WERE PRESENTED BACK TO STUDENTS VIA ON-LINE PLATFORMS, 329 THROUGH LIVE THEATRE, AND 8 THROUGH PUBLIC RADIO. SEE SCHEDULE O FOR MORE INFORMATION ON REVENUE AND THE VALUE OF VOLUNTEERS LABOR NOT REFLECTED ON THIS RETURN.
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IRS990/ProgSrvcAccomActy3Grp/Desc0LITERACY CONNECTS' READING SEED PROGRAM TRAINED AND SUPPORTED 287 VOLUNTEER READING COACHES TO WORK ONE-TO-ONE WITH 815 KINDERGARTEN THROUGH SECOND GRADE STUDENTS IN TITLE I SCHOOLS. THE STUDENTS WERE PROVIDED EXTRA SUPPORT IN IMPROVING THEIR LITERACY SKILLS AND DEVELOPING HEALTHY RELATIONSHIPS WITH BOOKS AND READING THROUGH THE MENTORSHIP OF A CARING ADULT. READING COACHES CONTRIBUTED 19,727 HOURS OF SERVICE, RESULTING IN STUDENTS AVERAGING 24 HOURS OF READING SUPPORT THROUGHOUT THE SCHOOL YEAR. THE PROGRAM OFFERED A LENDING LIBRARY OF 23,217 BOOKS THAT MATCH STUDENTS' INTERESTS AND DISTRIBUTED OVER 22,892 FREE BOOKS THROUGHOUT THE COUNTY TO HELP CHILDREN BUILD HOME LIBRARIES AND BECOME INDEPENDENT READERS SO THAT THEY CAN BECOME LIFELONG LEARNERS. OUR LONG0TERM GOAL IS TO EXPAND OUR K-1 LOOP PROGRAM TO INCREASE OUR IMPACT AT EACH SCHOOL, RESULTING IN AN INCREASED NUMBER OF STUDENTS READING AT GRADE LEVEL BY THE END OF THIRD GRADE.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0REACH OUT AND READ SOUTHERN ARIZONA (RORSA) PROMOTES HEALTHY BRAIN GROWTH, POSITIVE SOCIAL-EMOTIONAL DEVELOPMENT, AND SCHOOL READINESS BY GIVING FAMILIES RESOURCES AND INFORMATION TO MAKE READING ALOUD PART OF THEIR DAILY ROUTINE. BY INTEGRATING READING INTO PEDIATRIC PRACTICES, RQRSA PARTNERS WITH DOCTORS IN 58 CLINICS, REACHING 85,710 CHILDREN FROM BIRTH TO FIVE.
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.04$0.14$3.90$3.11$3.06$0.05
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.29$0.45$3.84$3.46$2.49$0.97
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.37$0.47$2.90$2.33$2.17$0.16
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.55$0.78$2.77$2.40$1.95$0.45
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.06$0.80$2.26$2.11$2.01$0.10
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.67$0.51$2.16$2.36$1.76$0.60
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.06$0.50$1.57$2.26$1.67$0.60
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.37$0.50$0.87$1.85$1.62$0.22
2016Detailed filing. Detailed filing data is available for this year.$1.49$0.84$0.66$1.76$1.59$0.17
2015Detailed filing. Detailed filing data is available for this year.$1.40$0.87$0.53$1.61$1.62$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.53$1.00$0.53$1.54$1.56$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.60$0.06$0.54$1.34
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.44$0.05$0.39$0.83
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2024 filings • 501(c)3 • $1M-$5M nonprofits