Civic Intelligence

Expect More Arizona an Arizona Nonprofit Corporation

990 • Fiscal year 2016 • EIN 45-3681012

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 25, 2016

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

34th percentile

0.03x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

30th percentile

0.03x

Higher debt load relative to revenue than 30% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

91st percentile

44%

Higher net margin than 91% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

87th percentile

$171,830

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 5.2% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

93rd percentile

63%

Faster asset growth than 93% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

94th percentile

110%

Faster revenue growth than 94% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Up

$3,673,708

Up $1,423,672 (+63%) from 2015

Net Assets

Up

$3,565,732

Up $1,433,024 (+67%) from 2015

Liabilities

Down

$107,976

Down $9,352 (-8.0%) from 2015

Revenue

Up

$3,279,325

Up $1,716,897 (+110%) from 2015

Expenses

Down

$1,846,301

Down $50,230 (-2.6%) from 2015

Net Income

Up

$1,433,024

Up $1,767,127 (+529%) from 2015

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

2016

Assets$3,673,708
Liabilities$107,976
Net Assets$3,565,732

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

2016

Revenue$3,279,325
Expenses$1,846,301
Net Income$1,433,024
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 25, 2016
Return Version
2015v2.1
Gross Receipts
$3,279,325
Mission and Program Overview

Mission

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

Expect more arizona (ema) is a statewide nonprofit education advocacy organization that is working to ensure all students in arizona receive a world-class education. Please see schedule o.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,816,975$1,910,849▲ $93,874
Pledges and Grants Receivable$386,698$1,723,650▲ $1,336,952
Land, Buildings, and Equipment, Net$46,267$36,741▼ $9,526
Prepaid Expenses and Deferred Charges$96$2,468▲ $2,372
Total Assets$2,250,036$3,673,708▲ $1,423,672
Liabilities
Other Liabilities$75,622$74,488▼ $1,134
Accounts Payable and Accrued Expenses$41,706$33,488▼ $8,218
Total Liabilities$117,328$107,976▼ $9,352
Net Assets / Fund Balance
Unrestricted Net Assets$1,893,613$1,813,319▼ $80,294
Temporarily Rstr Net Assets$239,095$1,752,413▲ $1,513,318
Total Net Assets Fund Balance$2,132,708$3,565,732▲ $1,433,024
Total Liabilities and Net Assets / Fund Balance$2,250,036$3,673,708▲ $1,423,672

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$36,741$25,753$62,494
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Pearl Chang EsauPresident &FT$161,998$9,832$171,830
Pearl Chang EsauPresident & CEO-$161,998$9,832$171,830
Erin HartCOOFT$114,834$12,330$127,164

Board Members and Trustees

NameTitle
Tammy McleodChair Elect
Thomas FranzChairman
Barbara Ryan ThompsonDirector
Christy FarleyDirector
Colleen NiccumDirector
Daniel HaagDirector
David RousseauDirector
Jackie NortonDirector
Jim RundDirector
Judy BernasDirector
Maria Harper-marinickDirector
Meredith CurleyDirector
Ricardo ValenciaDirector
Richard BoalsDirector
Ron ButlerDirector
Sam LeyvasDirector
Shelley MellonDirector
Susan PepinDirector
Tracy BameDirector
Paul LunaImmediate Pa
Vince YanezSecretary
Merl WaschlerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,279,325
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$3,279,325
Change in Net Assets
$1,433,024

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,279,325
Revenue Not Reported on Form 990
$60,000
Total Revenue per Audited Statements
$3,339,325
Total Revenue per Form 990
$3,279,325
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,038,966
Other Expenses$807,335
Total Fundraising Expense$138,700
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$470,155$53,850$75,221$599,226
Advertising$421,034$13-$421,047
Current Officers, Directors, Trustees, and Key Employees$234,592$26,870$37,533$298,995
Office Expenses$67,739$2,619$1,232$71,590
Payroll Taxes$51,880$5,942$8,300$66,122
Other Employee Benefits$47,910$5,487$7,665$61,062
Travel$35,610$86$243$35,939
Fees for Services Other$31,996$462-$32,458
Fees for Services Accounting-$26,950-$26,950
Information Technology$8,312$11,759$1,383$21,454
Depreciation Depletion$14,399$1,422$1,955$17,776
Pension Plan Contributions$10,640$1,219$1,702$13,561
Occupancy$8,006$791$1,087$9,884
Conferences and Meetings$6,446$50-$6,496
Insurance-$4,973-$4,973
Other Expenses$444$1,606$1,528$3,578
Fees for Services Legal-$594-$594
All Other Expenses$300-$75$375
Total Functional Expenses$1,558,454$149,147$138,700$1,846,301

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,906,301
Expenses per Audited Statements$1,846,301
Total Expenses per Form 990$1,846,301
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$74,488
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 by laws in december 2015.

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. Employees review and sign off on the conflict of interest policy upon hire and annually thereafter.

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

In summer 2016 and 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 summer 2016 and 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

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
6026822093
Signed
2016-10-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Pearl Chang Esau
Formed
2011
Legal Domicile
Az
Voting Board Members
22
Independent Board Members
22
Employees
15
Volunteers
130

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 is a nonpartisan education advocacy organization that is working to ensure all students receive a world-class education, regardless of their background, income or zip code. A world-class education system is one in which every child, regardless of background, income, or zip code, is able to access high-quality early learning that prepares him/her for kindergarten, read proficiently by the 3rd grade, graduate from high school ready for college or career, and attain a college degree and/or certificate or industry credential. "every child's education is funded from the early years up to career to foster excellence "every child has access to a great teacher and principal "every child has access to high quality early learning opportunities to support kindergarten readiness and literacy development "every 3rd grader is proficient in reading and math "every child graduates from high school prepared for college and career "every child has the opportunity to attain a high-quality degree, credential or industry certification our role expect more arizona plays an important role in serving as a critical convener and relationship builder; providing resources for individuals, organizations and policymakers concerned about education; and activating individuals and organizations to share information and take action. What we do "raise awareness and build support of critical education issues with parents, educators and voters - working in over 30 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 through media engagement, community partners and direct parent outreach. We also help educators and parents have the tools and resources they need 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. "move parents, educators and voters to take action - education must be our state's number one priority. Through outreach to community 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 on shared advocacy priorities - expect more arizona brings together more than 200 partner organizations to work toward a shared vision for world-class education. Impact as a result of our work over the past five years with our partners, education is the number one priority for arizona voters; arizona has a shared vision for and set of metrics to measure a world-class education; thousands of arizonans are willing to take action to support education; stronger community collaboration exists on key education issues; and parents have meaningful information to know if their child is on track to succeed. Together with our partners, we have supported and secured 120 million for early literacy in the state budget, we have protected high standards in our classrooms, ensured we have a high quality k-12 assessment, advocated for resources for schools and teacher salaries, and supported the restoration of jted funding, the university funding model, and flexibility for community colleges. In the past year we've done this by moving 2,800 advocates to take action and delivering more than 150 presentations reaching 4,300 individuals. We created and shared 130,000 resources with parents during the back to school season and highlighted 300 examples of excellence. Additionally, we played a significant role in the media, earning more than 200 media placements, generating 120 million impressions. Visit www.expectmorearizona.org to join the movement.

Raw XML AppendixShowing 400 of 581 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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IRS990/Desc0EXPECT MORE ARIZONA IS BUILDING A GROWING MOVEMENT OF MORE THAN 200 PARTNER ORGANIZATIONS AND OVER 75,000 EDUCATORS, PARENTS, BUSINESS LEADERS, AND CONCERNED COMMUNITY MEMBERS. TOGETHER, WE ARE WORKING TO RAISE AWARENESS AND BUILD SUPPORT OF IMPORTANT EDUCATION ISSUES, MOVE PARENTS AND COMMUNITY MEMBERS TO TAKE ACTION, AND FOSTER STATEWIDE COLLABORATION ON SHARED ADVOCACY PRIORITIES. PLEASE SEE SCHEDULE O. EXPECT MORE ARIZONA IS A NONPARTISAN EDUCATION ADVOCACY ORGANIZATION THAT IS WORKING TO ENSURE ALL STUDENTS RECEIVE A WORLD-CLASS EDUCATION, REGARDLESS OF THEIR BACKGROUND, INCOME OR ZIP CODE. A WORLD-CLASS EDUCATION SYSTEM IS ONE IN WHICH EVERY CHILD, REGARDLESS OF BACKGROUND, INCOME, OR ZIP CODE, IS ABLE TO ACCESS HIGH-QUALITY EARLY LEARNING THAT PREPARES HIM/HER FOR KINDERGARTEN, READ PROFICIENTLY BY THE 3RD GRADE, GRADUATE FROM HIGH SCHOOL READY FOR COLLEGE OR CAREER, AND ATTAIN A COLLEGE DEGREE AND/OR CERTIFICATE OR INDUSTRY CREDENTIAL. "EVERY CHILD'S EDUCATION IS FUNDED FROM THE EARLY YEARS UP TO CAREER TO FOSTER EXCELLENCE "EVERY CHILD HAS ACCESS TO A GREAT TEACHER AND PRINCIPAL "EVERY CHILD HAS ACCESS TO HIGH QUALITY EARLY LEARNING OPPORTUNITIES TO SUPPORT KINDERGARTEN READINESS AND LITERACY DEVELOPMENT "EVERY 3RD GRADER IS PROFICIENT IN READING AND MATH "EVERY CHILD GRADUATES FROM HIGH SCHOOL PREPARED FOR COLLEGE AND CAREER "EVERY CHILD HAS THE OPPORTUNITY TO ATTAIN A HIGH-QUALITY DEGREE, CREDENTIAL OR INDUSTRY CERTIFICATION OUR ROLE EXPECT MORE ARIZONA PLAYS AN IMPORTANT ROLE IN SERVING AS A CRITICAL CONVENER AND RELATIONSHIP BUILDER; PROVIDING RESOURCES FOR INDIVIDUALS, ORGANIZATIONS AND POLICYMAKERS CONCERNED ABOUT EDUCATION; AND ACTIVATING INDIVIDUALS AND ORGANIZATIONS TO SHARE INFORMATION AND TAKE ACTION. WHAT WE DO "RAISE AWARENESS AND BUILD SUPPORT OF CRITICAL EDUCATION ISSUES WITH PARENTS, EDUCATORS AND VOTERS - WORKING IN OVER 30 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 THROUGH MEDIA ENGAGEMENT, COMMUNITY PARTNERS AND DIRECT PARENT OUTREACH. WE ALSO HELP EDUCATORS AND PARENTS HAVE THE TOOLS AND RESOURCES THEY NEED 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. "MOVE PARENTS, EDUCATORS AND VOTERS TO TAKE ACTION - EDUCATION MUST BE OUR STATE'S NUMBER ONE PRIORITY. THROUGH OUTREACH TO COMMUNITY 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 ON SHARED ADVOCACY PRIORITIES - EXPECT MORE ARIZONA BRINGS TOGETHER MORE THAN 200 PARTNER ORGANIZATIONS TO WORK TOWARD A SHARED VISION FOR WORLD-CLASS EDUCATION. IMPACT AS A RESULT OF OUR WORK OVER THE PAST FIVE YEARS WITH OUR PARTNERS, EDUCATION IS THE NUMBER ONE PRIORITY FOR ARIZONA VOTERS; ARIZONA HAS A SHARED VISION FOR AND SET OF METRICS TO MEASURE A WORLD-CLASS EDUCATION; THOUSANDS OF ARIZONANS ARE WILLING TO TAKE ACTION TO SUPPORT EDUCATION; STRONGER COMMUNITY COLLABORATION EXISTS ON KEY EDUCATION ISSUES; AND PARENTS HAVE MEANINGFUL INFORMATION TO KNOW IF THEIR CHILD IS ON TRACK TO SUCCEED. TOGETHER WITH OUR PARTNERS, WE HAVE SUPPORTED AND SECURED 120 MILLION FOR EARLY LITERACY IN THE STATE BUDGET, WE HAVE PROTECTED HIGH STANDARDS IN OUR CLASSROOMS, ENSURED WE HAVE A HIGH QUALITY K-12 ASSESSMENT, ADVOCATED FOR RESOURCES FOR SCHOOLS AND TEACHER SALARIES, AND SUPPORTED THE RESTORATION OF JTED FUNDING, THE UNIVERSITY FUNDING MODEL, AND FLEXIBILITY FOR COMMUNITY COLLEGES. IN THE PAST YEAR WE'VE DONE THIS BY MOVING 2,800 ADVOCATES TO TAKE ACTION AND DELIVERING MORE THAN 150 PRESENTATIONS REACHING 4,300 INDIVIDUALS. WE CREATED AND SHARED 130,000 RESOURCES WITH PARENTS DURING THE BACK TO SCHOOL SEASON AND HIGHLIGHTED 300 EXAMPLES OF EXCELLENCE. ADDITIONALLY, WE PLAYED A SIGNIFICANT ROLE IN THE MEDIA, E
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