Civic Intelligence

Expect More Arizona an Arizona Nonprofit Corporation

990 • Fiscal year 2017 • EIN 45-3681012

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 07, 2017

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

39th percentile

0.04x

Higher debt load relative to assets than 39% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

45th percentile

0.08x

Higher debt load relative to revenue than 45% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

8th percentile

-37%

Higher net margin than 8% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

89th percentile

$186,625

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 11.3% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

8th percentile

-16%

Faster asset growth than 8% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

4th percentile

-50%

Faster revenue growth than 4% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Down

$3,077,845

Down $595,863 (-16%) from 2016

Net Assets

Down

$2,953,986

Down $611,746 (-17%) from 2016

Liabilities

Up

$123,859

Up $15,883 (+15%) from 2016

Revenue

Down

$1,644,553

Down $1,634,772 (-50%) from 2016

Expenses

Up

$2,256,299

Up $409,998 (+22%) from 2016

Net Income

Down

-$611,746

Down $2,044,770 (-143%) from 2016

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

2017

Assets$3,077,845
Liabilities$123,859
Net Assets$2,953,986

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

2017

Revenue$1,644,553
Expenses$2,256,299
Net Income-$611,746
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 7, 2017
Return Version
2016v3.0
Gross Receipts
$1,644,553
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$1,910,849$2,004,843▲ $93,994
Pledges and Grants Receivable$1,723,650$1,053,007▼ $670,643
Land, Buildings, and Equipment, Net$36,741$17,975▼ $18,766
Prepaid Expenses and Deferred Charges$2,468$2,020▼ $448
Total Assets$3,673,708$3,077,845▼ $595,863
Liabilities
Other Liabilities$74,488$62,800▼ $11,688
Accounts Payable and Accrued Expenses$33,488$61,059▲ $27,571
Total Liabilities$107,976$123,859▲ $15,883
Net Assets / Fund Balance
Unrestricted Net Assets$1,813,319$1,910,433▲ $97,114
Temporarily Rstr Net Assets$1,752,413$1,043,553▼ $708,860
Total Net Assets Fund Balance$3,565,732$2,953,986▼ $611,746
Total Liabilities and Net Assets / Fund Balance$3,673,708$3,077,845▼ $595,863

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$17,975$44,519$62,494
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Pearl Chang EsauPres/CEO (foFT$175,653$10,972$186,625
Pearl Chang EsauPres/CEO (former)-$175,653$10,972$186,625
Erin HartCOOFT$120,567$12,897$133,464
Melissa LienVP of Mrkt &FT$101,617$11,892$113,509

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$1,644,553
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$1,644,553
Change in Net Assets
$-611,746

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported Amount
Other Non Cash Contri Table2$236,499
Total Noncash Contributions2$236,499

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,644,553
Revenue Not Reported on Form 990
$60,000
Total Revenue per Audited Statements
$1,704,553
Total Revenue per Form 990
$1,644,553
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,270,286
Other Expenses$986,013
Total Fundraising Expense$134,270
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$579,812$100,448$75,851$756,111
Advertising$624,519-$122$624,641
Current Officers, Directors, Trustees, and Key Employees$245,455$42,523$32,111$320,089
Other Employee Benefits$79,282$13,735$10,372$103,389
Fees for Services Other$72,101$13,568-$85,669
Payroll Taxes$60,891$10,549$7,967$79,407
Office Expenses$49,664$1,793$192$51,649
Travel$36,312$372$507$37,191
Fees for Services Accounting-$27,400-$27,400
Information Technology$6,719$12,946$830$20,495
Depreciation Depletion$15,012$1,877$1,877$18,766
Occupancy$9,902$1,720$1,720$13,342
Pension Plan Contributions$8,658$1,500$1,132$11,290
Insurance-$6,976-$6,976
Conferences and Meetings$3,845--$3,845
Other Expenses$1,839$650$300$2,789
All Other Expenses$280$919$420$1,619
Fees for Services Legal-$110-$110
Total Functional Expenses$1,882,081$239,948$134,270$2,256,299

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,316,299
Expenses per Audited Statements$2,256,299
Total Expenses per Form 990$2,256,299
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$62,800
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

Ema updated bylaws in december 2016.

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

The form 990 is shared with the ema board's 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. The board votes to approve the 990 prior to its 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
Erin Hart
Title
COO
Phone
6026822093
Signed
2017-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Erin Hart
Formed
2011
Legal Domicile
Az
Voting Board Members
18
Independent Board Members
18
Employees
16
Volunteers
85

Preparer

Firm
Fester & Chapman Pllc
Address
9019 E BAHIA DR STE 100, SCOTTSDALE, AZ 85260
Preparer
Rachel R Locke CPA
Phone
6022643077
Supplemental Narrative

Additional Explanations

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

Who we are as arizonans, we want our state to be a great place to live, work and raise a family. A strong education system doesn't just benefit students, it strengthens our economy and improves the quality of life for everyone. An excellent education will give every child in arizona the tools to succeed in school and in life, regardless of background, income or zip code. We have worked with more than 200 organizations across the state to establish a shared vision and set of shared goals to define what it means to have an excellent education for all students through the arizona education progress meter. We know we will be successful when we achieve these goals by 2030, if not before: --attainment - increase from 42% to 60% --post-high school enrollment - increase from 53% to 70% --opportunity youth - decrease from 15% to 7% --high school graduation - increase from 78% to 90% --8th grade math (readiness for high school math) - increase from 36% to 69% --3rd grade reading - increase from 41% to 72% --quality early learning - increase from 21% to 45% --teacher pay - move from 50th in the nation to the national median in 5 years our role: we seek to be a trusted convener, an honest broker of information, and a respected and sought-after thought-leader on education issues. What we do --raise awareness and build support for key education issues --convene individuals and organizations to support key issues --move individuals and partners to take action impact together with our partners, we have achieved some great results: --education is the 1 priority in arizona for two years in a row --created the largest movement in arizona to support education with 80k individuals and 270 partners --developed the arizona education progress meter, the widely accepted framework for education in arizona --cultivated a strong network of 13k advocates across the state --served as a trusted convener and collaborator, leading the arizona public engagement task force and yuma education advocacy council --acted as a go-to for statewide media, generating more than 300 earned media placements and more than 50m impressions --distributed more than 150k resources to schools for the families that they work with --achieved key policy wins, including: --ensuring arizona classrooms have rigorous standards that help all students be prepared for career and college --improving supports and communications to parents to support all students reading by the end of 3rd grade --supported successful ballot propositions that have increased or protected funding for education --increasing funding to k-12 education, career and technical education, and our state universities visit www.expectmorearizona.org to join the movement.

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IRS990/Desc0WE BELIEVE IT IS POSSIBLE THAT EVERY CHILD IN ARIZONA CAN ACCESS AN EXCELLENT EDUCATION FROM THE EARLY YEARS THROUGH CAREER, REGARDLESS OF THEIR INCOME, BACKGROUND OR ZIP CODE. TO ACHIEVE THIS, WE HAVE BUILT ONE OF THE LARGEST MOVEMENTS OF PEOPLE AND ORGANIZATIONS SUPPORTING EDUCATION IN THE STATE. WITH MORE THAN 80,000 INDIVIDUALS AND MORE THAN 270 PARTNERS, TOGETHER WE ARE MAKING EDUCATION A TOP PRIORITY IN ARIZONA AND RAISING OUR VOICES TO SUPPORT TEACHERS AND STUDENTS ACROSS THE STATE. PLEASE SEE SCHEDULE O FOR A DESCRIPTION OF EMA'S PROGRAM AND IMPACT. SCHEDULE 0 WHO WE ARE AS ARIZONANS, WE WANT OUR STATE TO BE A GREAT PLACE TO LIVE, WORK AND RAISE A FAMILY. A STRONG EDUCATION SYSTEM DOESN'T JUST BENEFIT STUDENTS, IT STRENGTHENS OUR ECONOMY AND IMPROVES THE QUALITY OF LIFE FOR EVERYONE. AN EXCELLENT EDUCATION WILL GIVE EVERY CHILD IN ARIZONA THE TOOLS TO SUCCEED IN SCHOOL AND IN LIFE, REGARDLESS OF BACKGROUND, INCOME OR ZIP CODE. WE HAVE WORKED WITH MORE THAN 200 ORGANIZATIONS ACROSS THE STATE TO ESTABLISH A SHARED VISION AND SET OF SHARED GOALS TO DEFINE WHAT IT MEANS TO HAVE AN EXCELLENT EDUCATION FOR ALL STUDENTS THROUGH THE ARIZONA EDUCATION PROGRESS METER. WE KNOW WE WILL BE SUCCESSFUL WHEN WE ACHIEVE THESE GOALS BY 2030, IF NOT BEFORE: --ATTAINMENT - INCREASE FROM 42% TO 60% --POST-HIGH SCHOOL ENROLLMENT - INCREASE FROM 53% TO 70% --OPPORTUNITY YOUTH - DECREASE FROM 15% TO 7% --HIGH SCHOOL GRADUATION - INCREASE FROM 78% TO 90% --8TH GRADE MATH (READINESS FOR HIGH SCHOOL MATH) - INCREASE FROM 36% TO 69% --3RD GRADE READING - INCREASE FROM 41% TO 72% --QUALITY EARLY LEARNING - INCREASE FROM 21% TO 45% --TEACHER PAY - MOVE FROM 50TH IN THE NATION TO THE NATIONAL MEDIAN IN 5 YEARS OUR ROLE: WE SEEK TO BE A TRUSTED CONVENER, AN HONEST BROKER OF INFORMATION, AND A RESPECTED AND SOUGHT-AFTER THOUGHT-LEADER ON EDUCATION ISSUES. WHAT WE DO --RAISE AWARENESS AND BUILD SUPPORT FOR KEY EDUCATION ISSUES --CONVENE INDIVIDUALS AND ORGANIZATIONS TO SUPPORT KEY ISSUES --MOVE INDIVIDUALS AND PARTNERS TO TAKE ACTION IMPACT TOGETHER WITH OUR PARTNERS, WE HAVE ACHIEVED SOME GREAT RESULTS: --EDUCATION IS THE 1 PRIORITY IN ARIZONA FOR TWO YEARS IN A ROW --CREATED THE LARGEST MOVEMENT IN ARIZONA TO SUPPORT EDUCATION WITH 80K INDIVIDUALS AND 270 PARTNERS --DEVELOPED THE ARIZONA EDUCATION PROGRESS METER, THE WIDELY ACCEPTED FRAMEWORK FOR EDUCATION IN ARIZONA --CULTIVATED A STRONG NETWORK OF 13K ADVOCATES ACROSS THE STATE --SERVED AS A TRUSTED CONVENER AND COLLABORATOR, LEADING THE ARIZONA PUBLIC ENGAGEMENT TASK FORCE AND YUMA EDUCATION ADVOCACY COUNCIL --ACTED AS A GO-TO FOR STATEWIDE MEDIA, GENERATING MORE THAN 300 EARNED MEDIA PLACEMENTS AND MORE THAN 50M IMPRESSIONS --DISTRIBUTED MORE THAN 150K RESOURCES TO SCHOOLS FOR THE FAMILIES THAT THEY WORK WITH --ACHIEVED KEY POLICY WINS, INCLUDING: --ENSURING ARIZONA CLASSROOMS HAVE RIGOROUS STANDARDS THAT HELP ALL STUDENTS BE PREPARED FOR CAREER AND COLLEGE --IMPROVING SUPPORTS AND COMMUNICATIONS TO PARENTS TO SUPPORT ALL STUDENTS READING BY THE END OF 3RD GRADE --SUPPORTED SUCCESSFUL BALLOT PROPOSITIONS THAT HAVE INCREASED OR PROTECTED FUNDING FOR EDUCATION --INCREASING FUNDING TO K-12 EDUCATION, CAREER AND TECHNICAL EDUCATION, AND OUR STATE UNIVERSITIES VISIT WWW.EXPECTMOREARIZONA.ORG TO JOIN THE MOVEMENT.
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