Civic Intelligence

Expect More Arizona an Arizona Nonprofit Corporation

990 • Fiscal year 2015 • EIN 45-3681012

Jul 01, 2014 to Jun 30, 2015 • Filed on Oct 16, 2015

2415 E Camelback Road Suite 500Phoenix, AZ 85016

(602) 381-2267

Siviq Scores

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

Liabilities / Assets

40th percentile

0.05x

Higher debt load relative to assets than 40% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

43rd percentile

0.08x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

13th percentile

-21%

Higher net margin than 13% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

87th percentile

$179,017

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 11.5% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

10th percentile

-13%

Faster asset growth than 10% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

86th percentile

40%

Faster revenue growth than 86% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Down

$2,250,036

Down $325,921 (-13%) from 2014

Net Assets

Down

$2,132,708

Down $334,103 (-14%) from 2014

Liabilities

Up

$117,328

Up $8,182 (+7.5%) from 2014

Revenue

Up

$1,562,428

Up $448,471 (+40%) from 2014

Expenses

Up

$1,896,531

Up $102,253 (+5.7%) from 2014

Net Income

Up

-$334,103

Up $346,218 (+51%) from 2014

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2012: $3,327,958Liabilities 2012: $8,171Net Assets 2012: $3,319,7872012Assets 2013: $3,172,457Liabilities 2013: $25,325Net Assets 2013: $3,147,1322013Assets 2014: $2,575,957Liabilities 2014: $109,146Net Assets 2014: $2,466,8112014Assets 2015: $2,250,036Liabilities 2015: $117,328Net Assets 2015: $2,132,7082015Assets 2016: $3,673,708Liabilities 2016: $107,976Net Assets 2016: $3,565,7322016Assets 2017: $3,077,845Liabilities 2017: $123,859Net Assets 2017: $2,953,9862017Assets 2018: $2,429,920Liabilities 2018: $89,945Net Assets 2018: $2,339,9752018Assets 2019: $2,018,752Liabilities 2019: $95,015Net Assets 2019: $1,923,7372019Assets 2020: $1,482,046Liabilities 2020: $85,065Net Assets 2020: $1,396,9812020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2015

Assets$2,250,036
Liabilities$117,328
Net Assets$2,132,708

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2012: $4,653,521Expenses 2012: $1,333,734Net Income 2012: $3,319,7872012Expenses 2013: $2,395,1992013Revenue 2014: $1,113,957Expenses 2014: $1,794,278Net Income 2014: -$680,3212014Revenue 2015: $1,562,428Expenses 2015: $1,896,531Net Income 2015: -$334,1032015Revenue 2016: $3,279,325Expenses 2016: $1,846,301Net Income 2016: $1,433,0242016Revenue 2017: $1,644,553Expenses 2017: $2,256,299Net Income 2017: -$611,7462017Revenue 2018: $1,286,554Expenses 2018: $1,900,565Net Income 2018: -$614,0112018Revenue 2019: $1,146,420Expenses 2019: $1,562,658Net Income 2019: -$416,2382019Revenue 2020: $918,742Expenses 2020: $1,445,498Net Income 2020: -$526,7562020Revenue 2021: $785,799Expenses 2021: $834,186Net Income 2021: -$48,3872021Revenue 2022: $0Expenses 2022: $0Net Income 2022: $02022

Highlighted filing

2015

Revenue$1,562,428
Expenses$1,896,531
Net Income-$334,103
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Oct 16, 2015
Return Version
2014v5.0
Gross Receipts
$1,562,428
Mission and Program Overview

Mission

Expect more arizona brings communities together to create positive change in education at all levels.

Expect more arizona is a nonprofit education advocacy organization that is working to ensure all students receive a world-class education, regardless of their background, income or zip code.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,462,505$1,816,975▲ $354,470
Pledges and Grants Receivable$1,109,851$386,698▼ $723,153
Land, Buildings, and Equipment, Net$3,601$46,267▲ $42,666
Prepaid Expenses and Deferred Charges-$96-
Total Assets$2,575,957$2,250,036▼ $325,921
Liabilities
Other Liabilities$70,424$75,622▲ $5,198
Accounts Payable and Accrued Expenses$38,722$41,706▲ $2,984
Total Liabilities$109,146$117,328▲ $8,182
Net Assets / Fund Balance
Unrestricted Net Assets$1,425,960$1,893,613▲ $467,653
Temporarily Rstr Net Assets$1,040,851$239,095▼ $801,756
Total Net Assets Fund Balance$2,466,811$2,132,708▼ $334,103
Total Liabilities and Net Assets / Fund Balance$2,575,957$2,250,036▼ $325,921

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$46,267$7,977$54,244
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Pearl Chang EsauPresident &FT$169,473$9,544$179,017
Pearl Chang EsauPresident & CEO-$169,473$9,544$179,017
Erin HartCOOFT$114,545$12,174$126,719

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Park & CoAdvertising4144 N 44TH STREET SUITE A-2, Phoenix, AZ 85018$334,458
Revenue and Support

Revenue Composition

Contributions and Grants
$1,562,428
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$1,562,428
Change in Net Assets
$-334,103

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,562,428
Revenue Not Reported on Form 990
$60,000
Total Revenue per Audited Statements
$1,622,428
Total Revenue per Form 990
$1,562,428
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$991,991
Other Expenses$904,540
Total Fundraising Expense$88,784
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$415,918$86,584$45,377$547,879
Advertising$483,357$336$5,218$488,911
Current Officers, Directors, Trustees, and Key Employees$233,979$48,709$25,527$308,215
Office Expenses$104,978$8,315-$113,293
Fees for Services Other$101,793$2,500-$104,293
Payroll Taxes$49,942$10,397$5,448$65,787
Other Employee Benefits$44,241$9,210$4,827$58,278
Travel$39,265$381$194$39,840
Fees for Services Accounting-$23,950-$23,950
Information Technology$6,761$13,181-$19,942
Pension Plan Contributions$8,982$1,870$980$11,832
Occupancy$6,976$1,163$805$8,944
Conferences and Meetings$6,535--$6,535
Depreciation Depletion$6,065$304-$6,369
Insurance-$4,939-$4,939
Fees for Services Legal-$1,774-$1,774
Other Expenses$1,015$339$400$1,354
All Other Expenses-$812-$812
Total Functional Expenses$1,589,280$218,467$88,784$1,896,531

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,956,531
Expenses per Audited Statements$1,896,531
Total Expenses per Form 990$1,896,531
Expenses Not Reported on Form 990$60,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Refundable Advances$75,622
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
Yes
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, Page 6, Part VI, Line 4

Updated bylaws in december 2014 to reflect the change in the term served for directors and committee members.

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

The form 990 is handed out to the executive committee by the independent certified public accountant for review and is delivered electronically and via hard copy to all members of the board of directors prior to submission.

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

The conflict of interest policy is reviewed and signed-off annually by all board members. Any board member that has a conflict of interest will recuse themself from all votes on that particular topic.

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

In fall 2013 the organization conducted a compensation review by a third party, independent firm, who recommended pay ranges for all employees using data from national sources, along with comparable positions in similar organizations. The organization anticipates updating the performance review every three years. The board also conducts an annual performance and compensation review of the president and ceo. All other staff participate in an annual end of year and mid-year performance review.

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

In fall 2013 the organization conducted a compensation review by a third party, independent firm, who recommended pay ranges for all employees using data from national sources, along with comparable positions in similar organizations. The organization anticipates updating the performance review every three years. The board also conducts an annual performance and compensation review of the president and ceo. All other staff participate in an annual end of year and mid-year performance review.

Form 990, Page 6, Part VI, Line 19

The governing documents are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Expect More Arizona
EIN
45-3681012
Phone
6023812267
Address
2415 E CAMELBACK ROAD SUITE 500, PHOENIX, AZ 85016

Signing Officer

Name
Pearl Chang Esau
Title
President & CEO
Phone
6023812267
Signed
2015-10-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Pearl Chang Esau
Formed
2011
Legal Domicile
Az
Voting Board Members
21
Independent Board Members
21
Employees
12
Volunteers
60

Preparer

Firm
Fester & Chapman Pc
Address
4001 N 3RD ST STE 275, PHOENIX, AZ 85012-2086
Preparer
Rachel R Locke CPA
Phone
6022643077
Supplemental Narrative

Additional Explanations

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

Expect more arizona's movement of more than 140 partner organizations and over 70,000 educators, parents, business leaders, and concerned community members is growing rapidly across the state. We are working together to: raise awareness. Working in over 30 arizona cities and towns, expect more arizona raises awareness about education issues that matter most to the success of our students and the future of our state. We also help educators and parents have the tools and resources to help kids succeed. From simple daily actions to step-by-step guides, we're working hard to meet the needs of schools and families. Elevate excellence. Expect more arizona spotlights the kind of excellence we believe must be available to all students. Nearly 300 programs to date, representing early childhood education through college and career, are part of the expect more excellence tour. Grow an actively engaged network of education advocates. Education must be our state's number one priority. Through outreach to elected leaders, participation in hearings and events around the state, and opportunities to share their perspective with the media, we help thousands of arizonans to raise their voice and take action. Foster statewide collaboration to achieve greater outcomes. Expect more arizona brings together more than 130 partner organizations to work toward a shared vision for world-class education. To date, these efforts have resulted in: -more arizonans valuing education as a top priority -thousands of education advocates statewide taking action to support education -raising the bar to ensure all students are taught with higher standards -continued state funding to support 3rd grade reading proficiency -ensuring parents and educators have meaningful information to know if their children are on track to succeed -providing presentations and resources to tens of thousands of arizona parents annually

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IRS990/Desc0EXPECT MORE ARIZONA IS BUILDING A GROWING MOVEMENT OF MORE THAN 140 PARTNER ORGANIZATIONS AND OVER 70,000 EDUCATORS, PARENTS, BUSINESS LEADERS, AND CONCERNED COMMUNITY MEMBERS. TOGETHER, WE ARE WORKING TO RAISE AWARENESS OF IMPORTANT EDUCATION ISSUES, MOVE PARENTS AND COMMUNITY MEMBERS TO TAKE ACTION, AND BUILD COLLABORATION TO CREATE CHANGE. PLEASE SEE SCHEDULE O FOR A DESCRIPTION OF EMA'S PROGRAM AND IMPACT. EXPECT MORE ARIZONA'S MOVEMENT OF MORE THAN 140 PARTNER ORGANIZATIONS AND OVER 70,000 EDUCATORS, PARENTS, BUSINESS LEADERS, AND CONCERNED COMMUNITY MEMBERS IS GROWING RAPIDLY ACROSS THE STATE. WE ARE WORKING TOGETHER TO: RAISE AWARENESS. WORKING IN OVER 30 ARIZONA CITIES AND TOWNS, EXPECT MORE ARIZONA RAISES AWARENESS ABOUT EDUCATION ISSUES THAT MATTER MOST TO THE SUCCESS OF OUR STUDENTS AND THE FUTURE OF OUR STATE. WE ALSO HELP EDUCATORS AND PARENTS HAVE THE TOOLS AND RESOURCES TO HELP KIDS SUCCEED. FROM SIMPLE DAILY ACTIONS TO STEP-BY-STEP GUIDES, WE'RE WORKING HARD TO MEET THE NEEDS OF SCHOOLS AND FAMILIES. ELEVATE EXCELLENCE. EXPECT MORE ARIZONA SPOTLIGHTS THE KIND OF EXCELLENCE WE BELIEVE MUST BE AVAILABLE TO ALL STUDENTS. NEARLY 300 PROGRAMS TO DATE, REPRESENTING EARLY CHILDHOOD EDUCATION THROUGH COLLEGE AND CAREER, ARE PART OF THE EXPECT MORE EXCELLENCE TOUR. GROW AN ACTIVELY ENGAGED NETWORK OF EDUCATION ADVOCATES. EDUCATION MUST BE OUR STATE'S NUMBER ONE PRIORITY. THROUGH OUTREACH TO ELECTED LEADERS, PARTICIPATION IN HEARINGS AND EVENTS AROUND THE STATE, AND OPPORTUNITIES TO SHARE THEIR PERSPECTIVE WITH THE MEDIA, WE HELP THOUSANDS OF ARIZONANS TO RAISE THEIR VOICE AND TAKE ACTION. FOSTER STATEWIDE COLLABORATION TO ACHIEVE GREATER OUTCOMES. EXPECT MORE ARIZONA BRINGS TOGETHER MORE THAN 130 PARTNER ORGANIZATIONS TO WORK TOWARD A SHARED VISION FOR WORLD-CLASS EDUCATION. TO DATE, THESE EFFORTS HAVE RESULTED IN: -MORE ARIZONANS VALUING EDUCATION AS A TOP PRIORITY -THOUSANDS OF EDUCATION ADVOCATES STATEWIDE TAKING ACTION TO SUPPORT EDUCATION -RAISING THE BAR TO ENSURE ALL STUDENTS ARE TAUGHT WITH HIGHER STANDARDS -CONTINUED STATE FUNDING TO SUPPORT 3RD GRADE READING PROFICIENCY -ENSURING PARENTS AND EDUCATORS HAVE MEANINGFUL INFORMATION TO KNOW IF THEIR CHILDREN ARE ON TRACK TO SUCCEED -PROVIDING PRESENTATIONS AND RESOURCES TO TENS OF THOUSANDS OF ARIZONA PARENTS ANNUALLY
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IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR
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