Civic Intelligence

Arizona Forward Association

990 • Fiscal year 2017 • EIN 23-7154678

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 14, 2018

3800 N Central Avenue Room 1030Phoenix, AZ 85012

(602) 240-2408

Siviq Scores

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

Liabilities / Assets

76th percentile

0.28x

Higher debt load relative to assets than 76% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

64th percentile

0.09x

Higher debt load relative to revenue than 64% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

53rd percentile

4.7%

Higher net margin than 53% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

93rd percentile

$144,776

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 21.4% of source-year revenue.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

6th percentile

-30%

Faster asset growth than 6% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

56th percentile

7.8%

Faster revenue growth than 56% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Down

$225,910

Down $96,287 (-30%) from 2016

Net Assets

Up

$162,939

Up $42,950 (+36%) from 2016

Liabilities

Down

$62,971

Down $139,237 (-69%) from 2016

Revenue

Up

$675,271

Up $48,892 (+7.8%) from 2016

Expenses

Up

$643,604

Up $40,294 (+6.7%) from 2016

Net Income

Up

$31,667

Up $8,598 (+37%) from 2016

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

2017

Assets$225,910
Liabilities$62,971
Net Assets$162,939

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

2017

Revenue$675,271
Expenses$643,604
Net Income$31,667
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 14, 2018
Return Version
2017v2.3
Gross Receipts
$702,825
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$153,184$175,038▲ $21,854
Accounts Receivable$2,488$25,459▲ $22,971
Cash and Non-Interest-Bearing Accounts$117,701$15,485▼ $102,216
Land, Buildings, and Equipment, Net$3,939$3,783▼ $156
Savings and Temporary Cash Investments$36,135$164▼ $35,971
Total Assets$322,197$225,910▼ $96,287
Other Assets Total$8,750$5,981▼ $2,769
Liabilities
Deferred Revenue$190,888$56,383▼ $134,505
Accounts Payable and Accrued Expenses$11,320$6,588▼ $4,732
Total Liabilities$202,208$62,971▼ $139,237
Net Assets / Fund Balance
Temporarily Rstr Net Assets$153,184$175,038▲ $21,854
Unrestricted Net Assets$-33,195$-12,099▲ $21,096
Total Net Assets Fund Balance$119,989$162,939▲ $42,950
Total Liabilities and Net Assets / Fund Balance$322,197$225,910▼ $96,287

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,783$9,595$13,378
Investment Program Related Org$175,038--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$153,184$1,375▲ $21,641-$175,038
2016$139,208$4,892▲ $10,436-$153,184
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
Compensation and Service Providers
Revenue and Support

Revenue Composition

Contributions and Grants
$407,980
Program Service Revenue
$267,144
Investment Income
$10,712
Other Revenue
$-10,565
All Other Contributions
$88,260
Change in Net Assets
$31,667
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$363,925
Other Expenses$279,679
Total Fundraising Expense$122,408
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$85,860$40,042$59,051$184,953
Current Officers, Directors, Trustees, and Key Employees$88,064$22,016$36,693$146,773
Conferences and Meetings$135,841$5,437$2,531$143,809
Occupancy$43,045$8,609$5,740$57,394
Office Expenses$31,867$5,457$3,419$40,743
Payroll Taxes$12,960$4,657$7,175$24,792
Fees for Services Accounting-$8,730-$8,730
Information Technology$6,165$1,234$822$8,221
Other Employee Benefits$3,438$1,604$2,365$7,407
Travel$5,513$324$649$6,486
Fees for Services Other$1,048$1,121$3,630$5,799
Insurance-$2,088-$2,088
Other Expenses$463$1,203$184$1,850
Fees for Services Legal-$1,722-$1,722
Depreciation Depletion$375$974$149$1,498
Fees for Service Investment Mgmnt Fees-$1,162-$1,162
Interest-$177-$177
Total Functional Expenses$414,639$106,557$122,408$643,604
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$27,485
Fundraising Gross Income$16,920
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Luncheon$38,390$16,920$5,904$11,016
Total Events$38,390$16,920$27,485$-10,565
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
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 1030, Phoenix, AZ 85012

Signing Officer

Name
Lori Singleton
Title
President CEO
Signed
2018-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lori Singleton
Formed
1969
Legal Domicile
Az
Voting Board Members
29
Independent Board Members
29
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 315,077, 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/PersonNm0Michelle Olson Fingerpaint Marketin
IRS990/Form990PartVIISectionAGrp/PersonNm1William Allison Withey Morris PLC
IRS990/Form990PartVIISectionAGrp/PersonNm2David Skinner HDR
IRS990/Form990PartVIISectionAGrp/PersonNm3Willam Cobb Freeport McMoRan
IRS990/Form990PartVIISectionAGrp/PersonNm4Jan Lorant Gabor Lorant Architects
IRS990/Form990PartVIISectionAGrp/PersonNm5Lori Singleton SRP
IRS990/Form990PartVIISectionAGrp/PersonNm6Klindt Breckenridge Breckenridge Gr
IRS990/Form990PartVIISectionAGrp/PersonNm7Joanne Keene Northern Az University
IRS990/Form990PartVIISectionAGrp/PersonNm8Lynette Pollari Thompson Pollari St
IRS990/Form990PartVIISectionAGrp/PersonNm9Carlos Contreras Intel Corporation
IRS990/Form990PartVIISectionAGrp/PersonNm10Tim Kinney Kinney Construction Serv
IRS990/Form990PartVIISectionAGrp/PersonNm11Glenn Wike Arizona Community Founda
IRS990/Form990PartVIISectionAGrp/PersonNm12Crystal Thompson Central Az Project
IRS990/Form990PartVIISectionAGrp/PersonNm13Stephanie Healy Cox Communications
IRS990/Form990PartVIISectionAGrp/PersonNm14Lauren Evans PInyon Environmental I
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IRS990/Form990PartVIISectionAGrp/PersonNm17Christopher Schmaltz
IRS990/Form990PartVIISectionAGrp/PersonNm18Jon Ford Vitalyst Health Foundation
IRS990/Form990PartVIISectionAGrp/PersonNm19Mark Hartman City of Phoenix
IRS990/Form990PartVIISectionAGrp/PersonNm20Albert Elias City of Tucson
IRS990/Form990PartVIISectionAGrp/PersonNm21Anna Esckelson Wells Fargo
IRS990/Form990PartVIISectionAGrp/PersonNm22Barbara White Bryson University of
IRS990/Form990PartVIISectionAGrp/PersonNm23William Kircos Honeywell
IRS990/Form990PartVIISectionAGrp/PersonNm24Ron Anderson Fennemore Craig
IRS990/Form990PartVIISectionAGrp/PersonNm25Michael Denby APS
IRS990/Form990PartVIISectionAGrp/PersonNm26Hinrich Eylers Pinyon Environmental
IRS990/Form990PartVIISectionAGrp/PersonNm27John Godec Godec Randall Associates
IRS990/Form990PartVIISectionAGrp/PersonNm28Patricia Reiter Arizona State Unive
IRS990/Form990PartVIISectionAGrp/PersonNm29Diane Brossart
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IRS990/Form990PartVIISectionAGrp/TitleTxt1Past Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt4Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt5Visionary Member
IRS990/Form990PartVIISectionAGrp/TitleTxt6Chair, Southern Regional Council
IRS990/Form990PartVIISectionAGrp/TitleTxt7Chair, Northern Regional Council
IRS990/Form990PartVIISectionAGrp/TitleTxt8Chair, Central Regional Council
IRS990/Form990PartVIISectionAGrp/TitleTxt9Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt10Chair Elect
IRS990/Form990PartVIISectionAGrp/TitleTxt11Vice Chair
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IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
IRS990/Form990PartVIISectionAGrp/TitleTxt18Director
IRS990/Form990PartVIISectionAGrp/TitleTxt19Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt22Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt27Director
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