Civic Intelligence

Arizona Forward Association

990 • Fiscal year 2015 • EIN 23-7154678

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 14, 2016

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

83rd percentile

0.50x

Higher debt load relative to assets than 83% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

74th percentile

0.22x

Higher debt load relative to revenue than 74% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

9th percentile

-33%

Higher net margin than 9% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

92nd percentile

$131,013

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 26.5% of source-year revenue.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Asset Growth

7th percentile

-23%

Faster asset growth than 7% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

13th percentile

-25%

Faster revenue growth than 13% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Assets

Down

$216,701

Down $65,285 (-23%) from 2014

Net Assets

Down

$107,613

Down $167,799 (-61%) from 2014

Liabilities

Up

$109,088

Up $102,514 (+1559%) from 2014

Revenue

Down

$493,537

Down $164,690 (-25%) from 2014

Expenses

Down

$656,830

Down $43,830 (-6.3%) from 2014

Net Income

Down

-$163,293

Down $120,860 (-285%) from 2014

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

2015

Assets$216,701
Liabilities$109,088
Net Assets$107,613

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

2015

Revenue$493,537
Expenses$656,830
Net Income-$163,293
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 14, 2016
Return Version
2015v2.1
Gross Receipts
$521,339
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$138,597$139,208▲ $611
Savings and Temporary Cash Investments$76,350$36,257▼ $40,093
Cash and Non-Interest-Bearing Accounts$59,735$22,358▼ $37,377
Land, Buildings, and Equipment, Net$7,304$5,555▼ $1,749
Accounts Receivable-$3,000-
Total Assets$281,986$216,701▼ $65,285
Other Assets Total-$10,323-
Liabilities
Deferred Revenue-$107,357-
Accounts Payable and Accrued Expenses$6,574$1,033▼ $5,541
Other Liabilities-$698-
Total Liabilities$6,574$109,088▲ $102,514
Net Assets / Fund Balance
Temporarily Rstr Net Assets$138,597$139,208▲ $611
Unrestricted Net Assets$136,815$-31,595▼ $168,410
Total Net Assets Fund Balance$275,412$107,613▼ $167,799
Total Liabilities and Net Assets / Fund Balance$281,986$216,701▼ $65,285

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$5,555$7,831$13,386
Investment Program Related Org$139,208--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$138,597$3,675▼ $1,994-$139,208
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
Compensation and Service Providers
Revenue and Support

Revenue Composition

Contributions and Grants
$153,220
Program Service Revenue
$312,847
Investment Income
$1,373
Other Revenue
$26,097
All Other Contributions
$24,406
Change in Net Assets
$-163,293
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$372,095
Other Expenses$284,735
Total Fundraising Expense$117,006
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$104,601$35,418$55,288$195,307
Conferences and Meetings$144,960$1,044$697$146,701
Current Officers, Directors, Trustees, and Key Employees$78,608$19,652$32,753$131,013
Royalties$41,019$8,203$5,469$54,691
Office Expenses$31,808$5,348$3,320$40,476
Payroll Taxes$13,568$4,070$6,509$24,147
Other Employee Benefits$11,583$3,922$6,123$21,628
Fees for Services Other$8,182-$5,080$13,262
Travel$8,406$494$989$9,889
Fees for Services Accounting-$9,224-$9,224
Information Technology$1,828$365$244$2,437
Insurance$1,030$824$206$2,060
Depreciation Depletion$1,312$262$175$1,749
Fees for Services Legal-$1,641-$1,641
Other Expenses$1,144$228$153$1,525
Fees for Service Investment Mgmnt Fees-$1,070-$1,070
Interest-$10-$10
Total Functional Expenses$448,049$91,775$117,006$656,830
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$52,745
Fundraising Direct Expenses$27,802
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Luncheon$52,745$52,745$2,243$50,502
Total Events$52,745$52,745$27,802$24,943
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$698
403b contribution payable-
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
No
Management duties delegated
No

Governance Explanations

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.

Form 990, Part VI, Section B, Line 11B

The President/CEO reveiws the Form 990 with the CPA preparing the return. The return is provided electronically to the Board of Directors.

Form 990, Part VI, Section C, Line 19

The organization provides a timely copy of all required public documents upon request at the organizations office.

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
2016-11-14
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
7
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 322,181, 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 III, Line 1

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. The vision of the organization is that Arizona will be among the best places in America to live and work, leading the nation in sustainable economic growth while reducing our impact on the environment, attracting visitors and residents alike to our world renowned natural recreational amenities. Critical objectives are to advocate for livable communities and environmental sustainability, to conduct programs that promote environmental consciousness, to improve the quality of life in Arizona, to support a competitive and positive business climate, and to provide financial stability and organizational growth.

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IRS990/Form990PartVIISectionAGrp/PersonNm0William Allison Gallagher Kennedy
IRS990/Form990PartVIISectionAGrp/PersonNm1Michelle Olson Olson Communications
IRS990/Form990PartVIISectionAGrp/PersonNm2Dan Litteral Apollo Education Group
IRS990/Form990PartVIISectionAGrp/PersonNm3David Skinner HDR
IRS990/Form990PartVIISectionAGrp/PersonNm4Doug Van Gausig Town of Clarkdale
IRS990/Form990PartVIISectionAGrp/PersonNm5Willam Cobb Freeport McMoRan
IRS990/Form990PartVIISectionAGrp/PersonNm6Jan Lorant Gabor Lorant Architects
IRS990/Form990PartVIISectionAGrp/PersonNm7Lori Singleton SRP
IRS990/Form990PartVIISectionAGrp/PersonNm8Klindt Breckenridge Breckenridge Gr
IRS990/Form990PartVIISectionAGrp/PersonNm9Joanne Keene Northern Az University
IRS990/Form990PartVIISectionAGrp/PersonNm10Chris Coyle Republic Services
IRS990/Form990PartVIISectionAGrp/PersonNm11Jay Hicks Dig Sudio Inc
IRS990/Form990PartVIISectionAGrp/PersonNm12Tim Kinney Kinney Construction Serv
IRS990/Form990PartVIISectionAGrp/PersonNm13Christopher Schmaltz Gust Rosenfeld
IRS990/Form990PartVIISectionAGrp/PersonNm14Crystal Thompson Central Az Project
IRS990/Form990PartVIISectionAGrp/PersonNm15Stephanie Healy Cox Communications
IRS990/Form990PartVIISectionAGrp/PersonNm16Lauren Evans PInyon Environmental I
IRS990/Form990PartVIISectionAGrp/PersonNm17Jim Campbell Westwood Professional
IRS990/Form990PartVIISectionAGrp/PersonNm18Janice A Cervelli University of Ari
IRS990/Form990PartVIISectionAGrp/PersonNm19Maggie Gallogly Fennemore Craig PC
IRS990/Form990PartVIISectionAGrp/PersonNm20Carlos Contreras Intel Corporation
IRS990/Form990PartVIISectionAGrp/PersonNm21Jon Ford St Luke's Health Initiativ
IRS990/Form990PartVIISectionAGrp/PersonNm22Mark Hartman City of Phoenix
IRS990/Form990PartVIISectionAGrp/PersonNm23Albert Elias City of Tucson
IRS990/Form990PartVIISectionAGrp/PersonNm24Kathleen Roediger Wells Fargo
IRS990/Form990PartVIISectionAGrp/PersonNm25Anna Esckelson Wells Fargo
IRS990/Form990PartVIISectionAGrp/PersonNm26Vanessa Hickman Arizona State Unive
IRS990/Form990PartVIISectionAGrp/PersonNm27David Nielsen DMB
IRS990/Form990PartVIISectionAGrp/PersonNm28William Kircos Honeywell
IRS990/Form990PartVIISectionAGrp/PersonNm29Glenn Wike Arizona Community Founda
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, Central Regional Council
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Chair, Northern Regional Council
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
IRS990/Form990PartVIISectionAGrp/TitleTxt18Director
IRS990/Form990PartVIISectionAGrp/TitleTxt19Director
IRS990/Form990PartVIISectionAGrp/TitleTxt20Director
IRS990/Form990PartVIISectionAGrp/TitleTxt21Director
IRS990/Form990PartVIISectionAGrp/TitleTxt22Director
IRS990/Form990PartVIISectionAGrp/TitleTxt23Director
IRS990/Form990PartVIISectionAGrp/TitleTxt24Director
IRS990/Form990PartVIISectionAGrp/TitleTxt25Director
IRS990/Form990PartVIISectionAGrp/TitleTxt26Director
IRS990/Form990PartVIISectionAGrp/TitleTxt27Director
IRS990/Form990PartVIISectionAGrp/TitleTxt28Director
IRS990/Form990PartVIISectionAGrp/TitleTxt29Director
IRS990/Form990PartVIISectionAGrp/TitleTxt30President/CEO
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