Civic Intelligence

Expect More Arizona an Arizona Nonprofit Corporation

990 • Fiscal year 2019 • EIN 45-3681012

Jul 01, 2018 to Jun 30, 2019 • Filed on Oct 23, 2019

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

43rd percentile

0.05x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

49th percentile

0.08x

Higher debt load relative to revenue than 49% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

8th percentile

-36%

Higher net margin than 8% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

88th percentile

$187,490

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 16.4% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

7th percentile

-17%

Faster asset growth than 7% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

21st percentile

-11%

Faster revenue growth than 21% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Down

$2,018,752

Down $411,168 (-17%) from 2018

Net Assets

Down

$1,923,737

Down $416,238 (-18%) from 2018

Liabilities

Up

$95,015

Up $5,070 (+5.6%) from 2018

Revenue

Down

$1,146,420

Down $140,134 (-11%) from 2018

Expenses

Down

$1,562,658

Down $337,907 (-18%) from 2018

Net Income

Up

-$416,238

Up $197,773 (+32%) from 2018

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

2019

Assets$2,018,752
Liabilities$95,015
Net Assets$1,923,737

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

2019

Revenue$1,146,420
Expenses$1,562,658
Net Income-$416,238
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 23, 2019
Return Version
2018v3.1
Gross Receipts
$1,146,420
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 nonpartisan education organization that is working to ensure all students receive an excellent education, from the early years through career and college. Please see schedule o.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,828,323$1,715,111▼ $113,212
Pledges and Grants Receivable$589,010$291,299▼ $297,711
Prepaid Expenses and Deferred Charges$7,563$9,367▲ $1,804
Land, Buildings, and Equipment, Net$5,024$2,975▼ $2,049
Total Assets$2,429,920$2,018,752▼ $411,168
Liabilities
Other Liabilities$56,889$49,836▼ $7,053
Accounts Payable and Accrued Expenses$33,056$45,179▲ $12,123
Total Liabilities$89,945$95,015▲ $5,070
Net Assets / Fund Balance
Unrestricted Net Assets$1,802,868$1,686,993▼ $115,875
Temporarily Rstr Net Assets$537,107$236,744▼ $300,363
Total Net Assets Fund Balance$2,339,975$1,923,737▼ $416,238
Total Liabilities and Net Assets / Fund Balance$2,429,920$2,018,752▼ $411,168

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,975$59,519$62,494
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Christine ThompsonPresident &FT$170,790$16,700$187,490
Christine ThompsonPresident & CEO-$170,790$16,700$187,490
Erin HartCOOFT$160,638$13,951$174,589
Melissa LempkeVP of Mrkt &FT$112,038$13,648$125,686

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$1,146,420
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$1,146,420
Change in Net Assets
$-416,238

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,146,420
Revenue Not Reported on Form 990
$60,000
Total Revenue per Audited Statements
$1,206,420
Total Revenue per Form 990
$1,146,420
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,114,473
Other Expenses$448,185
Total Fundraising Expense$139,952
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$447,408$89,760$72,887$610,055
Current Officers, Directors, Trustees, and Key Employees$265,546$53,273$43,260$362,079
Advertising$217,138-$1,650$218,788
Payroll Taxes$50,335$10,098$8,200$68,633
Other Employee Benefits$45,113$9,051$7,349$61,513
Fees for Services Accounting-$29,800-$29,800
Travel$22,403$195$639$23,237
Information Technology$7,329$12,197$966$20,492
Office Expenses$18,389$1,572$392$20,353
Pension Plan Contributions$8,942$1,794$1,457$12,193
Fees for Services Other$9,599--$9,599
Occupancy$5,298$1,431$1,175$7,904
Insurance$580$5,832-$6,412
Depreciation Depletion$1,527$287$235$2,049
Other Expenses$1,432$330$600$1,432
Conferences and Meetings$1,134--$1,134
All Other Expenses-$10$817$827
Total Functional Expenses$1,206,411$216,295$139,952$1,562,658

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,622,658
Expenses per Audited Statements$1,562,658
Total Expenses per Form 990$1,562,658
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$49,836
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
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, Page 6, Part VI, Line 11B

The form 990 is presented to the finance commmitee and executive committee for review and is delivered electronically and via hard copy to all members of the board of directors for review and approval 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 compensation 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 compensation review every three to five 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
Christine Thompson
Title
President & CEO
Phone
6026822093
Signed
2019-10-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christine Thompson
Formed
2011
Legal Domicile
Az
Voting Board Members
18
Independent Board Members
18
Employees
13
Volunteers
82

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, Part III

Who we are over the last ten years, expect more arizona has built the largest education advocacy network in the state and has become a recognized as a leader and convener. We are known for being a trusted source of credible, nonpartisan information and have been at the forefront of building an education-first culture in arizona. Our unique niche is our ability to bring seemingly disparate voices together to make change happen. We do this by embracing the "gray area," which means we recognize there are often both things to celebrate and to improve and there is always a middle ground. We are the only education organization in arizona that works with partners and stakeholders around the state at every level of the education continuum. Whether we've been invited to the table to participate in a conversation about an important education issue or convened stakeholders ourselves, our guiding principle is to always do what is in the best, long-term interest of every student every step of the way. We use the arizona education progress meter to guide and inform our work. The progress meter includes a shared vision and set of goals for education in arizona, from the early years through college and career. We created the progress meter in partnership with the center for the future of arizona and in collaboration with more than 200 organizations throughout the state. We have advanced the education progress meter to be the widely accepted education framework in arizona - the first of its kind. The goals focus on quality early learning, 3rd grade reading proficiency, 8th grade math, high school graduation, opportunity youth, post-high school enrollment, attainment, and teacher pay. Impact together with our partners, we have achieved some great results: -"education is the 1 priority in arizona for four years in a row -"created the largest movement in arizona to support education with 80k individuals and 350 partners -developed the arizona education progress meter, which includes a shared vision and set of goals for education in arizona in collaboration with more than 200 organizations -advanced the education progress meter as the widely accepted framework for education in arizona, as demonstrated by policymakers adopting the goals, adoption by the state board of education and department of education, use by other education organizations, funders using the goals to shape their investments, schools using the goals in their strategic plans, and adoption of the goals by 40+ cities and towns. -served as a trusted convener and collaborator, leading the yuma education advocacy council and douglas education partnership council -acted as a go-to for statewide media, generating hundreds of earned media placements a year -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 for more information.

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IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR
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IRS990/ReconcilationRevenueExpnssAmt0-416238

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