Civic Intelligence

Arizona Transit Association

990 • Fiscal year 2014 • EIN 86-0609520

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 07, 2014

PO Box 74185299

(602) 550-3265

Siviq Scores

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

Liabilities / Assets

47th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

47th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Net Margin

69th percentile

10%

Higher net margin than 69% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Top Officer Pay

96th percentile

$97,016

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 28.0% of source-year revenue.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Asset Growth

88th percentile

43%

Faster asset growth than 88% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

23rd percentile

-12%

Faster revenue growth than 23% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$117,336

Up $35,113 (+43%) from 2013

Net Assets

Up

$117,336

Up $35,113 (+43%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

$346,909

Down $47,444 (-12%) from 2013

Expenses

Down

$310,522

Down $121,618 (-28%) from 2013

Net Income

Up

$36,387

Up $74,174 (+196%) from 2013

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2012: $118,734Liabilities 2012: $0Net Assets 2012: $118,7342012Assets 2013: $82,223Liabilities 2013: $0Net Assets 2013: $82,2232013Assets 2014: $117,336Liabilities 2014: $0Net Assets 2014: $117,3362014Assets 2015: $169,882Liabilities 2015: $0Net Assets 2015: $169,8822015Assets 2017: $230,404Liabilities 2017: $0Net Assets 2017: $230,4042017Assets 2018: $228,726Liabilities 2018: $0Net Assets 2018: $228,7262018Assets 2019: $173,626Liabilities 2019: $0Net Assets 2019: $173,6262019Assets 2020: $173,113Liabilities 2020: $49,500Net Assets 2020: $123,6132020Assets 2021: $83,307Liabilities 2021: $0Net Assets 2021: $83,3072021Assets 2022: $151,528Liabilities 2022: $0Net Assets 2022: $151,5282022Assets 2023: $163,247Liabilities 2023: $0Net Assets 2023: $163,2472023Assets 2024: $220,001Liabilities 2024: $0Net Assets 2024: $220,0012024

Highlighted filing

2014

Assets$117,336
Liabilities$0
Net Assets$117,336

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2012: $392,009Expenses 2012: $417,160Net Income 2012: -$25,1512012Revenue 2013: $394,353Expenses 2013: $432,140Net Income 2013: -$37,7872013Revenue 2014: $346,909Expenses 2014: $310,522Net Income 2014: $36,3872014Revenue 2015: $337,022Expenses 2015: $284,476Net Income 2015: $52,5462015Revenue 2017: $359,401Expenses 2017: $340,884Net Income 2017: $18,5172017Revenue 2018: $367,520Expenses 2018: $369,198Net Income 2018: -$1,6782018Revenue 2019: $359,829Expenses 2019: $414,929Net Income 2019: -$55,1002019Revenue 2020: $356,772Expenses 2020: $406,785Net Income 2020: -$50,0132020Revenue 2021: $293,389Expenses 2021: $333,695Net Income 2021: -$40,3062021Revenue 2022: $397,723Expenses 2022: $329,502Net Income 2022: $68,2212022Revenue 2023: $391,027Expenses 2023: $379,308Net Income 2023: $11,7192023Revenue 2024: $410,770Expenses 2024: $354,016Net Income 2024: $56,7542024

Highlighted filing

2014

Revenue$346,909
Expenses$310,522
Net Income$36,387
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 7, 2014
Return Version
2013v3.1
Gross Receipts
$378,433
Mission and Program Overview

Mission

Arizona transit association's mission is to provide leadership in the funding, advocacy and education for the public transportation services throughout arizona.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$79,505$81,261▲ $1,756
Cash and Non-Interest-Bearing Accounts$480$36,075▲ $35,595
Land, Buildings, and Equipment, Net$964--
Total Assets$80,949$117,336▲ $36,387
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$80,949$117,336▲ $36,387
Total Net Assets Fund Balance$80,949$117,336▲ $36,387
Total Liabilities and Net Assets / Fund Balance$80,949$117,336▲ $36,387

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$16,490$16,490
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
James D DickeyExecutive DiFT$97,016$97,016

Board Members and Trustees

NameTitle
Jeff MeilbeckPresident
Alan WulkanDirector
Bernadette KniffenDirector
Brent BillingsleyDirector
Charlene FitzgeraldDirector
Chris FetzerDirector
Christina BirdDirector
Eric AndersonDirector
Jeremy PapugaDirector
John AndohDirector
John ZukasDirector
Kammy HorneDirector
Kate RileyDirector
Margaret DunnDirector
Maria HyattDirector
Mike NormandDirector
Nick PromponasDirector
Paul MillerDirector
Ryan KooiDirector
Sharon MitchellDirector
Steve BantaDirector
Steve HoganDirector
Nate PetersonSecretary/tr
Katrina HeinekingVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$292,802
Investment Income
$1,788
Other Revenue
$52,319
Change in Net Assets
$36,387
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$201,824
Other Expenses$108,698
Total Fundraising Expense$55,575
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$63,060$24,254$9,702$97,016
Other Salaries and Wages$17,062$17,062$34,124$68,248
Other Employee Benefits$8,764$4,035$3,341$16,140
Conferences and Meetings$15,191--$15,191
Payroll Taxes$7,210$3,605$3,605$14,420
All Other Expenses$6,794$3,185$1,998$11,977
Other Expenses$8,362$6,563-$6,563
Pension Plan Contributions$3,900$1,500$600$6,000
Information Technology-$5,605-$5,605
Travel$2,751$1,376$1,376$5,503
Office Expenses$1,658$829$829$3,316
Insurance-$2,960-$2,960
Fees for Services Accounting-$995-$995
Total Functional Expenses$174,898$80,049$55,575$310,522
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$75,481
Fundraising Direct Expenses$31,524
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$64,281$64,281$20,523$43,758
Event 2$11,200$11,200$11,001$199
Total Events$75,481$75,481$31,524$43,957
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
Yes
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
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
No
Other officer compensation reviewed
No
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 boards reviews the 990 prior to filing.

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

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 19

UPON REQUEST

Filing and Contact Details

Filer

EIN
86-0609520

Signing Officer

Name
James D Dickey
Title
Executive Director
Signed
2014-10-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James D Dickey
Voting Board Members
25
Independent Board Members
25
Employees
2
Volunteers
15

Preparer

Preparer
Rachel R Locke CPA
Phone
6022643077
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IRS990/Form990PartVIISectionAGrp/TitleTxt0SECRETARY/TR
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
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IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingDirectExpensesAmt031524
IRS990/FundraisingGrossIncomeAmt075481
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt025
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0378433
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt025
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt05605
IRS990/InformationTechnologyGrp/TotalAmt05605
IRS990/InsuranceGrp/ManagementAndGeneralAmt02960
IRS990/InsuranceGrp/TotalAmt02960
IRS990/InvestmentIncomeGrp/ExclusionAmt01788
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01788
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt016490
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0964
IRS990/LandBldgEquipCostOrOtherBssAmt016490
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0ARIZONA TRANSIT ASSOCIATION'S MISSION IS TO PROVIDE LEADERSHIP IN THE FUNDING, ADVOCACY AND EDUCATION FOR THE PUBLIC TRANSPORTATION SERVICES THROUGHOUT ARIZONA.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt080949
IRS990/NetAssetsOrFundBalancesEOYAmt0117336
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt043957
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt043957
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/FundraisingAmt0829
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0829
IRS990/OfficeExpensesGrp/ProgramServicesAmt01658
IRS990/OfficeExpensesGrp/TotalAmt03316
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt03341
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt04035
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt08764
IRS990/OtherEmployeeBenefitsGrp/TotalAmt016140
IRS990/OtherExpensesGrp/Desc0FEES
IRS990/OtherExpensesGrp/Desc1SPONSORSHIPS TO OTHER AGE
IRS990/OtherExpensesGrp/Desc2TUCSON PEER REVIEW
IRS990/OtherExpensesGrp/Desc3MERCHANT FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt08080
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt16563
IRS990/OtherExpensesGrp/ProgramServicesAmt030226
IRS990/OtherExpensesGrp/ProgramServicesAmt19920
IRS990/OtherExpensesGrp/ProgramServicesAmt28362
IRS990/OtherExpensesGrp/TotalAmt038306
IRS990/OtherExpensesGrp/TotalAmt19920
IRS990/OtherExpensesGrp/TotalAmt28362
IRS990/OtherExpensesGrp/TotalAmt36563
IRS990/OtherRevenueMiscGrp/BusinessCd0480000
IRS990/OtherRevenueMiscGrp/Desc0OTHER
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt08362
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt08362
IRS990/OtherRevenueTotalAmt08362
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt034124
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt017062
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt017062
IRS990/OtherSalariesAndWagesGrp/TotalAmt068248
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt03605
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03605
IRS990/PayrollTaxesGrp/ProgramServicesAmt07210
IRS990/PayrollTaxesGrp/TotalAmt014420
IRS990/PensionPlanContributionsGrp/FundraisingAmt0600
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01500
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt03900
IRS990/PensionPlanContributionsGrp/TotalAmt06000
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0JAMES D DICKEY
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0480000
IRS990/ProgramServiceRevenueGrp/BusinessCd1480000
IRS990/ProgramServiceRevenueGrp/Desc0SPECIAL EVENTS
IRS990/ProgramServiceRevenueGrp/Desc1MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0164452
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1128350
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0164452
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1128350
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt01753
IRS990/PYOtherExpensesAmt0264865
IRS990/PYOtherRevenueAmt064655
IRS990/PYProgramServiceRevenueAmt0327945
IRS990/PYRevenuesLessExpensesAmt0-37787
IRS990/PYSalariesCompEmpBnftPaidAmt0167275
IRS990/PYTotalExpensesAmt0432140
IRS990/PYTotalRevenueAmt0394353
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt036387
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt079505
IRS990/SavingsAndTempCashInvstGrp/EOYAmt081261
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0true
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0true
IRS990ScheduleD/EquipmentGrp/DepreciationAmt016490
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt016490
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt031524
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt064281
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt011200
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt075481
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt064281
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt011200
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt075481
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0GOLF WITH FRIEN
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt043957
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt031524
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt020523
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt011001
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARDS REVIEWS THE 990 PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANY BOARD MEMBER THAT HAS A CONFLICT OF INTEREST WILL RECUSE THEMSELF FROM ALL VOTES ON THAT PARTICULAR TOPIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false

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