Civic Intelligence

Arizona Forward Association

990 • Fiscal year 2014 • EIN 23-7154678

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 16, 2015

3800 N Central Avenue Room 1010Phoenix, AZ 85012

(602) 240-2408

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.02x

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

34th percentile

0.01x

Higher debt load relative to revenue than 34% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

25th percentile

-6.4%

Higher net margin than 25% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

93rd percentile

$138,090

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 21.0% of source-year revenue.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

14th percentile

-12%

Faster asset growth than 14% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

23rd percentile

-9.6%

Faster revenue growth than 23% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Assets

Down

$281,986

Down $39,642 (-12%) from 2013

Net Assets

Down

$275,412

Down $40,850 (-13%) from 2013

Liabilities

Up

$6,574

Up $1,208 (+23%) from 2013

Revenue

Down

$658,227

Down $69,920 (-9.6%) from 2013

Expenses

Down

$700,660

Down $29,344 (-4.0%) from 2013

Net Income

Down

-$42,433

Down $40,576 (-2185%) from 2013

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2013: $321,628Liabilities 2013: $5,366Net Assets 2013: $316,2622013Assets 2014: $281,986Liabilities 2014: $6,574Net Assets 2014: $275,4122014Assets 2015: $216,701Liabilities 2015: $109,088Net Assets 2015: $107,6132015Assets 2016: $322,197Liabilities 2016: $202,208Net Assets 2016: $119,9892016Assets 2017: $225,910Liabilities 2017: $62,971Net Assets 2017: $162,9392017Assets 2018: $246,826Liabilities 2018: $83,228Net Assets 2018: $163,5982018Assets 2019: $211,184Liabilities 2019: $105,140Net Assets 2019: $106,0442019Assets 2020: $299,389Liabilities 2020: $121,871Net Assets 2020: $177,5182020Assets 2021: $486,584Liabilities 2021: $186,553Net Assets 2021: $300,0312021Assets 2022: $469,115Liabilities 2022: $133,542Net Assets 2022: $335,5732022Assets 2023: $570,107Liabilities 2023: $173,599Net Assets 2023: $396,5082023Assets 2024: $570,899Liabilities 2024: $167,190Net Assets 2024: $403,7092024

Highlighted filing

2014

Assets$281,986
Liabilities$6,574
Net Assets$275,412

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2013: $728,147Expenses 2013: $730,004Net Income 2013: -$1,8572013Revenue 2014: $658,227Expenses 2014: $700,660Net Income 2014: -$42,4332014Revenue 2015: $493,537Expenses 2015: $656,830Net Income 2015: -$163,2932015Revenue 2016: $626,379Expenses 2016: $603,310Net Income 2016: $23,0692016Revenue 2017: $675,271Expenses 2017: $643,604Net Income 2017: $31,6672017Revenue 2018: $555,683Expenses 2018: $539,074Net Income 2018: $16,6092018Revenue 2019: $563,045Expenses 2019: $632,800Net Income 2019: -$69,7552019Revenue 2020: $511,192Expenses 2020: $445,118Net Income 2020: $66,0742020Revenue 2021: $564,987Expenses 2021: $445,922Net Income 2021: $119,0652021Revenue 2022: $645,306Expenses 2022: $594,343Net Income 2022: $50,9632022Revenue 2023: $732,570Expenses 2023: $685,176Net Income 2023: $47,3942023Revenue 2024: $719,766Expenses 2024: $726,066Net Income 2024: -$6,3002024

Highlighted filing

2014

Revenue$658,227
Expenses$700,660
Net Income-$42,433
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 16, 2015
Return Version
2014v5.0
Gross Receipts
$687,243
Mission and Program Overview

Mission

Arizona Forward brings business and civic leaders together to promote cooperative efforts to improve the environmental sustainability and economic vitality of our state and local regions.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$129,866$138,597▲ $8,731
Savings and Temporary Cash Investments$145,761$76,350▼ $69,411
Cash and Non-Interest-Bearing Accounts$39,336$59,735▲ $20,399
Land, Buildings, and Equipment, Net$6,615$7,304▲ $689
Total Assets$321,628$281,986▼ $39,642
Other Assets Total$50--
Liabilities
Accounts Payable and Accrued Expenses$4,988$6,574▲ $1,586
Other Liabilities$378--
Total Liabilities$5,366$6,574▲ $1,208
Net Assets / Fund Balance
Temporarily Rstr Net Assets$129,866$138,597▲ $8,731
Unrestricted Net Assets$186,396$136,815▼ $49,581
Total Net Assets Fund Balance$316,262$275,412▼ $40,850
Total Liabilities and Net Assets / Fund Balance$321,628$281,986▼ $39,642

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$7,304$6,082$13,386
Investment Program Related Org$138,597--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$129,866$3,550▲ $5,181-$138,597
2013$103,287$6,975▲ $19,604-$129,866
2012$92,700$10,587--$103,287
2011$47,958$44,742--$92,700
2010$44,620-▲ $3,338-$47,958
Compensation and Service Providers
Revenue and Support

Revenue Composition

Contributions and Grants
$287,479
Program Service Revenue
$342,305
Investment Income
$1,344
Other Revenue
$27,099
All Other Contributions
$41,510
Change in Net Assets
$-42,433
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$392,012
Other Expenses$308,648
Total Fundraising Expense$113,123
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$111,008$36,588$49,708$197,304
Conferences and Meetings$162,606$1,218$813$164,637
Current Officers, Directors, Trustees, and Key Employees$82,854$20,714$34,522$138,090
Occupancy$43,745$8,749$5,832$58,326
Office Expenses$30,878$5,291$3,317$39,486
Other Employee Benefits$16,681$5,498$7,470$29,649
Payroll Taxes$15,173$5,002$6,794$26,969
Fees for Services Other$16,867$500$3,000$20,367
Travel$7,431$437$874$8,742
Fees for Services Accounting-$8,700-$8,700
Information Technology$1,799$359$240$2,398
Insurance$983$786$197$1,966
Other Expenses$1,350$270$180$1,800
Depreciation Depletion$1,246$249$166$1,661
Fees for Services Legal-$365-$365
All Other Expenses-$100-$100
Advertising$90-$10$100
Total Functional Expenses$492,711$94,826$113,123$700,660
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$51,010
Fundraising Direct Expenses$29,016
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Luncheon$51,010$51,010$2,429$48,581
Total Events$51,010$51,010$29,016$21,994
Political and Lobbying Activity
Political campaign activity
Yes
Lobbying activity
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
403b contribution payable-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
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
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

The President and CEO and Executive Committee review and discuss the Form 990 prior to filing. All Board of Directions members receive an electronic copy of the tax return prior to filing the return.

Form 990, Part VI, Section B, Line 12

The Organization provides a copy of the conflict of interest policy to all employees and members of the Board of Directors. The members of the Board of Directors self-monitor for any conflict of interests and recuse themselves from voting on issues where a conflict of interest occurs.

Form 990, Part VI, Section B, Line 15

The Board of Directors compensation committee annually reviews and approves all compensation for the President and CEO and other officers or key employees of the Organization, if any. The Board of Directors compensation committee considers the compensation paid to officers and key employees of similar organizations as part of this annual analysis.

Filing and Contact Details

Filer

Filer Name
Arizona Forward Association
EIN
23-7154678
Phone
6022402408
Address
3800 N Central Avenue Room 1010, Phoenix, AZ 85012

Signing Officer

Name
Diane Brossart
Title
President CEO
Signed
2015-11-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Diane Brossart
Formed
1969
Legal Domicile
Az
Voting Board Members
30
Independent Board Members
30
Employees
6
Volunteers
100

Preparer

Firm
Sandra A Turner CPA PC
Address
7650 S McClintock Drive Ste 103-366, Tempe, AZ 85284
Preparer
Sandra A Turner
Phone
4806957699
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D

Program Service Expenses 15,292, Grants and allocations 0, Revenue 32,550 Arizona Forward hosted more than 370 Arizona educators at the Ninth Annual EarthFest Educators Night at the Phoenix Zoo. Now in its tenth year, this innovative program combines entertainment and education, showcasing environmentally oriented curriculum, activities and programs the unique desert character of Arizona. Booths representing public and private sector environmental education programs, along with exhibits from the non-profit and educational communities are featured at the event. Other attractions for teachers include giveaways, complimentary refreshments and resources that help in the classroom. Educators can also apply for a grant to incorporate green projects into the classroom.

Form 990, Part III, Line 4D

Program Service Expenses 346,436, Grants and allocations 0, Revenue 0 The various programs support, advocate and promote aesthetic, cultural, environmental and quality of life interest in the State of Arizona. To achieve this purpose the Organization conducts conferences, events and other communication through its website and mailers to promote awareness in the community regarding these issues. The members and participants at Organization conferences and events include the business, community, not-for-profit and government leaders of Arizona.

Form 990, Part XI, Line 8

A prior period adjustment was determined appropriate to correctly state activity for changes in the credit card balance which were corrected in a prior year.

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IRS990/Form990PartVIISectionAGrp/PersonNm12Tony Banegas Arizona Community Foun
IRS990/Form990PartVIISectionAGrp/PersonNm13Lelie Ethen City of Tucson
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IRS990/Form990PartVIISectionAGrp/PersonNm22Tim Kinney Kinney Construction Serv
IRS990/Form990PartVIISectionAGrp/PersonNm23Tory Syracuse Grand Canyon Trust
IRS990/Form990PartVIISectionAGrp/PersonNm24Christopher Schmaltz Gust Rosenfeld
IRS990/Form990PartVIISectionAGrp/PersonNm25Martin Shultz Brownstein Hyatt Farb
IRS990/Form990PartVIISectionAGrp/PersonNm26David Skinner HDR
IRS990/Form990PartVIISectionAGrp/PersonNm27Crystal Thompson Central Az Project
IRS990/Form990PartVIISectionAGrp/PersonNm28Doug Van Gausig Town of Clarkdale
IRS990/Form990PartVIISectionAGrp/PersonNm29Kurt Wadlington Sundt Companies
IRS990/Form990PartVIISectionAGrp/PersonNm30Diane Brossart
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Chair of the Board
IRS990/Form990PartVIISectionAGrp/TitleTxt1Chair Elect
IRS990/Form990PartVIISectionAGrp/TitleTxt2Past Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt5Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt6Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt7Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt8Chair, Southern Regional Council
IRS990/Form990PartVIISectionAGrp/TitleTxt9Chair, Northern Regional Council
IRS990/Form990PartVIISectionAGrp/TitleTxt10Chair, Valley Regional Council
IRS990/Form990PartVIISectionAGrp/TitleTxt11Visionary Member
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt28Director
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