Civic Intelligence

Vip Education Fund

990EZ • Fiscal year 2019 • EIN 27-0328874

Jul 01, 2018 to Jun 30, 2019 • Filed on May 12, 2020

2728 E Thomas RoadPhoenix, AZ 85016

(602) 248-0607

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

60th percentile

0.00x

Higher debt load relative to revenue than 60% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

5th percentile

-88%

Higher net margin than 5% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

99th percentile

$134,711

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 145.0% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

9th percentile

-49%

Faster asset growth than 9% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

5th percentile

-76%

Faster revenue growth than 5% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$131,495

Down $128,657 (-49%) from 2018

Net Assets

Down

$131,220

Down $73,450 (-36%) from 2018

Liabilities

Down

$275

Down $55,207 (-100%) from 2018

Revenue

Down

$92,925

Down $290,007 (-76%) from 2018

Expenses

Down

$174,709

Down $110,719 (-39%) from 2018

Net Income

Down

-$81,784

Down $179,288 (-184%) from 2018

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2012: $107,515Liabilities 2012: $24,711Net Assets 2012: $82,8042012Assets 2013: $47,200Liabilities 2013: $13,119Net Assets 2013: $34,0812013Assets 2014: $40,192Liabilities 2014: $12,500Net Assets 2014: $27,6922014Assets 2015: $143,024Liabilities 2015: $57,421Net Assets 2015: $85,6032015Assets 2016: $66,782Liabilities 2016: $22,000Net Assets 2016: $44,7822016Assets 2017: $139,833Liabilities 2017: $32,667Net Assets 2017: $107,1662017Assets 2018: $260,152Liabilities 2018: $55,482Net Assets 2018: $204,6702018Assets 2019: $131,495Liabilities 2019: $275Net Assets 2019: $131,2202019Assets 2020: $52,081Liabilities 2020: $32,090Net Assets 2020: $19,9912020Assets 2021: $37,171Liabilities 2021: $33,065Net Assets 2021: $4,1062021Assets 2022: $42,848Liabilities 2022: $18,447Net Assets 2022: $24,4012022Assets 2023: $70,306Liabilities 2023: $1,694Net Assets 2023: $68,6122023Assets 2024: $122,553Liabilities 2024: $93,603Net Assets 2024: $28,9502024

Highlighted filing

2019

Assets$131,495
Liabilities$275
Net Assets$131,220

Operations Trend

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

$400K$200K$0-$200KRevenue 2012: $163,033Expenses 2012: $142,939Net Income 2012: $20,0942012Revenue 2013: $114,571Expenses 2013: $163,294Net Income 2013: -$48,7232013Revenue 2014: $44,480Expenses 2014: $50,869Net Income 2014: -$6,3892014Revenue 2015: $219,566Expenses 2015: $161,655Net Income 2015: $57,9112015Revenue 2016: $106,766Expenses 2016: $147,587Net Income 2016: -$40,8212016Revenue 2017: $185,983Expenses 2017: $123,599Net Income 2017: $62,3842017Revenue 2018: $382,932Expenses 2018: $285,428Net Income 2018: $97,5042018Revenue 2019: $92,925Expenses 2019: $174,709Net Income 2019: -$81,7842019Revenue 2020: $122,351Expenses 2020: $193,581Net Income 2020: -$71,2302020Revenue 2021: $115,037Expenses 2021: $130,922Net Income 2021: -$15,8852021Revenue 2022: $135,232Expenses 2022: $80,271Net Income 2022: $54,9612022Revenue 2023: $86,931Expenses 2023: $42,720Net Income 2023: $44,2112023Revenue 2024: $146,706Expenses 2024: $147,369Net Income 2024: -$6632024

Highlighted filing

2019

Revenue$92,925
Expenses$174,709
Net Income-$81,784
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
May 12, 2020
Return Version
2018v3.1
Gross Receipts
$92,925
Mission and Program Overview

Mission

VIP EF is a nonprofit Arizona Corporation whose mission is to provide education for citizens on aspects of effective leadership as well as participation in public forums and civic organizations.

See Schedule O

Program Services

DescriptionGrantsExpenses
See Schedule O-$137,506
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joe RubioExecutive DirectorPT$91,667$43,044$134,711
Monica DorceyPresident-$0--
William MooreTreasurer-$0--
Josefina SanchezDirector-$0--
Azucena GonzalezDirector-$0--
Arturo AguilaExecutive DirectorPT$0--
Gail TurnerSecretary-$0--
Patricia HunnDirector-$0--
Janet ValderDirector-$0--
Filing and Contact Details

Filer

Filer Name
VIP Education Fund
EIN
27-0328874
Address
2728 E Thomas Road, Phoenix, AZ 85016

Signing Officer

Name
Monica Dorcey
Title
President
Phone
6022480607
Signed
2020-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Jennifer J Phillips CPA PLLC
Address
5151 E Broadway Blvd Ste 1600, Tucson, AZ 85711
Preparer
Jennifer J Phillips
Phone
5202477087
Supplemental Narrative

Additional Explanations

General explanation attachment

Part III Exempt Purpose: VIP Education Fund (VIPEF) is a nonprofit Arizona Corporation whose mission is to provide education for citizens on aspects of effective leadership as well as participation in public forums and civic organizations. Part III Line 28 Statement of Program Accomplishments:This training includes relationship building, developing organization ability, planning and implementing development strategies, conducting research and group problem solving. VIPEF initiates and creates materials for training and education of citizens, enabling them to manage programs for improvement of their lifestyles, the betterment of their communities and shaping of public life.Recent Highlights 2018-2019:Civic Academies: VIPEF leaders conducted civic academies in member institutions, teaching about the states broken budget and the effects on the economy, and on education, healthcare, safety net programs, immigration and asylum concerns, workforce training, affordable housing and issues around water in Arizona. Faith Leaders Public Policy Institute: VIPEF conducts conduct an eight-session training and information series for a cohort of VIP clergy and institutional leaders. Each session features a key policy issue or concern facing Arizona families and communities. Workforce Development: The VIPEF workforce action team held information sessions about Arizona Career Pathways, a workforce development strategy designed to move participant into family wage jobs.Education: VIPEF leaders developed and taught civic academies on school finance and learned to explain to voters the importance of local ballot measures for school budgets. Justice Reform: A team of both experienced and new VIPEF leaders make up the Justice Reform Team. Leaders develop the skills of research by meeting with officials in the courts and prison system. They apply the knowledge gained in these interactions by developing civic academies to teach the issues and concerns in these criminal justice systems.Water: A team of VIPEF leaders conduct research on issues of water use, water rights and the future of water in Arizona. Out of this research leaders have developed a civic academy to teach critical Arizona water issues. Immigrant Integration: VIPEF conducted Congregational Development sessions with immigrant leaders in local congregations and a Two-Day Regional Leadership Training in Spanish. The training covered skills in leadership and organizing for congregation and community.Clergy Meetings: In three clergy retreats, clergy received training in issues affecting families in their congregations and how to address divisive public policy issues in their congregations. VIPEF leaders briefed clergy on their work on issues. Leadership Training: VIP Education Fund held leadership retreats and Leader Training Meetings for approximately 600 leaders during 2018 and 2019. New and experienced leaders learned the skills of institutional organizing and developed strategies for working on key issues in their regions.

Description of other expenses Part I line 16

Description AmountTravel and training 5,148Miscellaneous 3,035Repairs and maintenance 95Insurance 1,665Telephone 2,812Office supplies/expense 759Contracts with affiliates 58,250

Other changes in net assets or fund balances Part I line 20

Description AmountUnderstatement of cash 6,667Understatement of due from affiliat 1,667Prior period adjustment, due to additional adjustments discovered during independent financial statement audit subsequent to the filing of the 6/30/18 990.

Description of other assets Part II line 24

Category Beginning of Year End of YearOther receivables 914 1,004Prepaid and other assets 7,082 1,084Due from affiliated orgs 9,857 5,188

Description of total liabilities Part II line 26

Category Beginning of Year End of YearAccounts payable 6,004 275Due from affiliated orgs 49,478 0

Raw XML Appendix201 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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CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt1The Executive Director was compensated through an affiliated organization for calendar year 2018.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Part III Exempt Purpose: VIP Education Fund (VIPEF) is a nonprofit Arizona Corporation whose mission is to provide education for citizens on aspects of effective leadership as well as participation in public forums and civic organizations. Part III Line 28 Statement of Program Accomplishments:This training includes relationship building, developing organization ability, planning and implementing development strategies, conducting research and group problem solving. VIPEF initiates and creates materials for training and education of citizens, enabling them to manage programs for improvement of their lifestyles, the betterment of their communities and shaping of public life.Recent Highlights 2018-2019:Civic Academies: VIPEF leaders conducted civic academies in member institutions, teaching about the states broken budget and the effects on the economy, and on education, healthcare, safety net programs, immigration and asylum concerns, workforce training, affordable housing and issues around water in Arizona. Faith Leaders Public Policy Institute: VIPEF conducts conduct an eight-session training and information series for a cohort of VIP clergy and institutional leaders. Each session features a key policy issue or concern facing Arizona families and communities. Workforce Development: The VIPEF workforce action team held information sessions about Arizona Career Pathways, a workforce development strategy designed to move participant into family wage jobs.Education: VIPEF leaders developed and taught civic academies on school finance and learned to explain to voters the importance of local ballot measures for school budgets. Justice Reform: A team of both experienced and new VIPEF leaders make up the Justice Reform Team. Leaders develop the skills of research by meeting with officials in the courts and prison system. They apply the knowledge gained in these interactions by developing civic academies to teach the issues and concerns in these criminal justice systems.Water: A team of VIPEF leaders conduct research on issues of water use, water rights and the future of water in Arizona. Out of this research leaders have developed a civic academy to teach critical Arizona water issues. Immigrant Integration: VIPEF conducted Congregational Development sessions with immigrant leaders in local congregations and a Two-Day Regional Leadership Training in Spanish. The training covered skills in leadership and organizing for congregation and community.Clergy Meetings: In three clergy retreats, clergy received training in issues affecting families in their congregations and how to address divisive public policy issues in their congregations. VIPEF leaders briefed clergy on their work on issues. Leadership Training: VIP Education Fund held leadership retreats and Leader Training Meetings for approximately 600 leaders during 2018 and 2019. New and experienced leaders learned the skills of institutional organizing and developed strategies for working on key issues in their regions.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountTravel and training 5,148Miscellaneous 3,035Repairs and maintenance 95Insurance 1,665Telephone 2,812Office supplies/expense 759Contracts with affiliates 58,250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountUnderstatement of cash 6,667Understatement of due from affiliat 1,667Prior period adjustment, due to additional adjustments discovered during independent financial statement audit subsequent to the filing of the 6/30/18 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Category Beginning of Year End of YearOther receivables 914 1,004Prepaid and other assets 7,082 1,084Due from affiliated orgs 9,857 5,188
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0General explanation attachment
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other changes in net assets or fund balances Part I line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Description of total liabilities Part II line 26
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ReturnHeader/ReturnTs02020-05-12T13:48:10-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.23$0.94$0.29$1.47$1.47$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.70$0.02$0.69$0.87$0.43$0.44
2022Detailed filing. Detailed filing data is available for this year.$0.43$0.18$0.24$1.35$0.80$0.55
2021Detailed filing. Detailed filing data is available for this year.$0.37$0.33$0.04$1.15$1.31$0.16
2020Detailed filing. Detailed filing data is available for this year.$0.52$0.32$0.20$1.22$1.94$0.71
2019Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.93$1.75$0.82
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.60$0.55$2.05$3.83$2.85$0.98
2017Detailed filing. Detailed filing data is available for this year.$1.40$0.33$1.07$1.86$1.24$0.62
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.67$0.22$0.45$1.07$1.48$0.41
2015Detailed filing. Detailed filing data is available for this year.$1.43$0.57$0.86$2.20$1.62$0.58
2014Detailed filing. Detailed filing data is available for this year.$0.40$0.13$0.28$0.44$0.51$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.47$0.13$0.34$1.15$1.63$0.49
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.08$0.25$0.83$1.63$1.43$0.20