Civic Intelligence

Arizona Financial Education Association

EIN 61-1745191 • 501(c)3 • Scottsdale, AZ

990-N Coverage

Profile

This corporation is organized to provide charitable financial educational services funded by the earnings of an arizona, non-profit corporation. Primary services include secondary educational planning to middle school and high school grade levels. Corporation is actively engaged in educating parents, students and other interested party's in the fafsa application process and secondary education loan/grant qualification options. In addition, funding supports the arizona spinal cord injury association for research and operational costs associated with serving the members of their community.

7337 E Baker DriveScottsdale, AZ 85266

www.arizonafinancial.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $1 (-100%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Flat

$0

Flat from 2022

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600$400$200$0-$200Assets 2013: $1Liabilities 2013: $02013Assets 2014: $380Liabilities 2014: $0Net Assets 2014: $4802014Assets 2015: $0Net Assets 2015: $3002015Assets 2016: $500Liabilities 2016: $0Net Assets 2016: $5002016Assets 2017: $500Liabilities 2017: $0Net Assets 2017: $5002017Assets 2018: $1Liabilities 2018: $0Net Assets 2018: $5002018Assets 2020: $100Liabilities 2020: $0Net Assets 2020: $1002020Assets 2021: -$100Liabilities 2021: $0Net Assets 2021: -$1002021Assets 2022: $1Liabilities 2022: $0Net Assets 2022: $02022Assets 2024: $0Net Assets 2024: $02024

Highlighted filing

2024

Assets$0
Liabilities-
Net Assets$0
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$8.0K$6.0K$4.0K$2.0K$0Revenue 2013: $0Expenses 2013: $0Net Income 2013: $02013Revenue 2014: $7,500Expenses 2014: $7,120Net Income 2014: $3802014Revenue 2015: $2002015Revenue 2016: $100Expenses 2016: $0Net Income 2016: $1002016Revenue 2017: $0Expenses 2017: $0Net Income 2017: $02017Revenue 2018: $0Expenses 2018: $0Net Income 2018: $02018Revenue 2020: $100Expenses 2020: $0Net Income 2020: $1002020Revenue 2021: $0Expenses 2021: $0Net Income 2021: $02021Revenue 2022: $0Expenses 2022: $0Net Income 2022: $02022

Latest loaded filing

2022

Revenue$0
Expenses$0
Net Income$0
Open 2022 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
-
Net assets
$0
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0$0
2022Detailed filing. Detailed filing data is available for this year.$1$0$0$0$0$0
2021Detailed filing. Detailed filing data is available for this year.$100$0$100$0$0$0
2020Detailed filing. Detailed filing data is available for this year.$100$0$100$100$0$100
2018Detailed filing. Detailed filing data is available for this year.$1$0$500$0$0$0
2017Detailed filing. Detailed filing data is available for this year.$500$0$500$0$0$0
2016Detailed filing. Detailed filing data is available for this year.$500$0$500$100$0$100
2015Detailed filing. Detailed filing data is available for this year.$0$300$200
2014Detailed filing. Detailed filing data is available for this year.$380$0$480$7,500$7,120$380
2013Summary only. Only limited summary data is available for this year.$1$0$0$0$0
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 15, 2025
Return Version
2024v5.0
Mission and Program Overview

Mission

This corporation is organized to provide charitable financial educational services funded by the earnings of an arizona, non-profit corporation. Primary services include secondary educational planning to middle school and high school grade levels. Corporation is actively engaged in educating parents, students and other interested party's in the fafsa application process and secondary education loan/grant qualification options. In addition, funding supports the arizona spinal cord injury association for research and operational costs associated with serving the members of their community.

Program Services

DescriptionGrantsExpenses
MAKING COLLEGE HAPPEN COLLEGE EDUCATIONAL SEMINARS OFFERED THROUGH SCOTTSDALE UNIFIED SCHOOL DISTRICT. FINANCIAL PLANNING, ESTATE PLANNING AND BUDGETING EDUCATIONAL SEMINARS AND SERVICES OFFERED THROUGH ARIZONA BRIDGE TO INDEPENDENT LIVING DISABILTIY EMPOWERMENT CENTER LOCATED AT 5025 E. WASHINGTON STREET, PHOENIX, AZ. ESTATE PLANNING AND EDUCATION, CHOCHISE TERRACE RETIREMENT PARK LOCATED IN BENSON, AZ. WOMANS SUPPORT GROUP FINANCIAL EDUCATION PRESENTATION OFFERED THROUGH ARIZONA UNITED SPINAL CORD INJURY ASSOCIATION.--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHANNONDirector-$0--
CHRIS CARTERTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Arizona Financial Education Associa
EIN
61-1745191
Phone
4806006817
Address
7337 E BAKER DRIVE, SCOTTSDALE, AZ 85266

Signing Officer

Name
Chris Carter
Title
Treasurer
Phone
4806006817
Signed
2025-04-15
Discuss with paid preparer
Yes

Preparer

Firm
Carter & Associates LLC
Address
8595 E BELL RD SUITE 102, SCOTTSDALE, AZ 85260
Preparer
Chris Carter
Phone
4806006817
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Azscia 0 5025 e washington st suite 110 phoenix, az 85034”

Form 990-ez, Part III

“This corporation is organized to provide charitable financial educational services funded by the earnings of an arizona, non-profit corporation. Primary services include secondary educational planning to middle school and high school grade levels. Corporation is actively engaged in educating parents, students and other interested party's in the fafsa application process and secondary education loan/grant qualification options. In addition, funding supports the arizona spinal cord injury association for research and operational costs associated with serving the members of their community.”

Form 990-ez, Part III, Line 28

“Making college happen college educational seminars offered through scottsdale unified school district. Financial planning, estate planning and budgeting educational seminars and services offered through arizona bridge to independent living disabiltiy empowerment center located at 5025 e. Washington street, phoenix, az. Estate planning and education, chochise terrace retirement park located in benson, az. Womans support group financial education presentation offered through arizona united spinal cord injury association.”

Raw XML Appendix105 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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IRS990ScheduleN/AssetsDistributedInd0true
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THIS CORPORATION IS ORGANIZED TO PROVIDE CHARITABLE FINANCIAL EDUCATIONAL SERVICES FUNDED BY THE EARNINGS OF AN ARIZONA, NON-PROFIT CORPORATION. PRIMARY SERVICES INCLUDE SECONDARY EDUCATIONAL PLANNING TO MIDDLE SCHOOL AND HIGH SCHOOL GRADE LEVELS. CORPORATION IS ACTIVELY ENGAGED IN EDUCATING PARENTS, STUDENTS AND OTHER INTERESTED PARTY'S IN THE FAFSA APPLICATION PROCESS AND SECONDARY EDUCATION LOAN/GRANT QUALIFICATION OPTIONS. IN ADDITION, FUNDING SUPPORTS THE ARIZONA SPINAL CORD INJURY ASSOCIATION FOR RESEARCH AND OPERATIONAL COSTS ASSOCIATED WITH SERVING THE MEMBERS OF THEIR COMMUNITY.
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