Civic Intelligence

Arizona Transit Association

990 • Fiscal year 2017 • EIN 86-0609520

Jul 01, 2016 to Jun 30, 2017 • Filed on Mar 29, 2018

3104 E Camelback Road 932Phoenix, AZ 85016

(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.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

47th percentile

0.00x

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Net Margin

57th percentile

5.2%

Higher net margin than 57% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Top Officer Pay

98th percentile

$116,924

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 32.5% of source-year revenue.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Asset Growth

73rd percentile

16%

Faster asset growth than 73% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2017

Revenue Growth

56th percentile

3.3%

Faster revenue growth than 56% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2017

Assets

Up

$230,404

Up $60,522 (+36%) from 2015

Net Assets

Up

$230,404

Up $60,522 (+36%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$359,401

Up $22,379 (+6.6%) from 2015

Expenses

Up

$340,884

Up $56,408 (+20%) from 2015

Net Income

Down

$18,517

Down $34,029 (-65%) from 2015

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

2017

Assets$230,404
Liabilities$0
Net Assets$230,404

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

2017

Revenue$359,401
Expenses$340,884
Net Income$18,517
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Mar 29, 2018
Return Version
2016v3.1
Gross Receipts
$386,185
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$184,223$199,284▲ $15,061
Cash and Non-Interest-Bearing Accounts$27,664$31,120▲ $3,456
Total Assets$211,887$230,404▲ $18,517
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$211,887$230,404▲ $18,517
Total Net Assets Fund Balance$211,887$230,404▲ $18,517
Total Liabilities and Net Assets / Fund Balance$211,887$230,404▲ $18,517
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Becky MillerExecutive DiFT$116,924$116,924

Board Members and Trustees

NameTitle
Steve HoganPresident
Alan WulkanDirector
Alvin LivingstoneDirector
Bernadette KniffenDirector
Bruce BrowneDirector
Bruce MorrowDirector
Christina BirdDirector
Eric AndersonDirector
Irene HiggsDirector
James McginnisDirector
Jason KellyDirector
Jeff MeilbeckDirector
Jill DusenberryDirector
Kate RileyDirector
Marc SoronsonDirector
Marcus HoffmanDirector
Margaret DunnDirector
Maria HyattDirector
Sam CredioDirector
Scott SmithDirector
Shelly KregerDirector
Katrina HeinekingPast Preside
Nate PetersonSecretary/tr
Chris BridgesVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$331,069
Investment Income
$61
Other Revenue
$28,271
Change in Net Assets
$18,517
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$194,727
Other Expenses$123,900
Total Fundraising Expense$45,430
Grants and Similar Amounts Paid$22,257
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$74,831$18,708$23,385$116,924
Other Salaries and Wages$33,939$8,484$10,606$53,029
Fees for Services Other$46,018$5,124-$51,142
Conferences and Meetings$21,805$1,642$2,344$25,791
Grants to Domestic Orgs$19,757--$19,757
Payroll Taxes$8,417$3,227$2,385$14,029
Other Employee Benefits$6,984$1,612$2,149$10,745
Office Expenses$5,555$2,234$2,079$9,868
Travel$5,834$897$450$7,181
Information Technology$2,429$342-$2,771
Insurance-$2,566-$2,566
Grants to Domestic Individuals$2,500--$2,500
Other Expenses$958$479$479$1,916
Fees for Services Accounting-$85-$85
Total Functional Expenses$241,843$53,611$45,430$340,884
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$52,575
Fundraising Direct Expenses$26,784
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$52,575$52,575$26,784$25,791
Total Events$52,575$52,575$26,784$25,791
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

Filer Name
Arizona Transit Association
EIN
86-0609520
Address
3104 E CAMELBACK ROAD 932, PHOENIX, AZ 85016

Signing Officer

Name
Becky Miller
Title
Executive Director
Phone
6025506265
Signed
2018-03-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Becky Miller
Voting Board Members
23
Independent Board Members
23
Employees
2
Volunteers
2

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 IX, Line 11G

Other professional services 46,018 5,124 0

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IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY/TR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
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/TitleTxt17VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23PAST PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt24EXECUTIVE DI
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingDirectExpensesAmt026784
IRS990/FundraisingGrossIncomeAmt052575
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt023
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt02500
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt02500
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt019757
IRS990/GrantsToDomesticOrgsGrp/TotalAmt019757
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0386185
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt023
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0342
IRS990/InformationTechnologyGrp/ProgramServicesAmt02429
IRS990/InformationTechnologyGrp/TotalAmt02771
IRS990/InsuranceGrp/ManagementAndGeneralAmt02566
IRS990/InsuranceGrp/TotalAmt02566
IRS990/InvestmentIncomeGrp/ExclusionAmt061
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt061
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
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/NetAssetsOrFundBalancesBOYAmt0211887
IRS990/NetAssetsOrFundBalancesEOYAmt0230404
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt025791
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt025791
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/FundraisingAmt02079
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02234
IRS990/OfficeExpensesGrp/ProgramServicesAmt05555
IRS990/OfficeExpensesGrp/TotalAmt09868
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt02149
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01612
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt06984
IRS990/OtherEmployeeBenefitsGrp/TotalAmt010745
IRS990/OtherExpensesGrp/Desc0TECHNICAL ASSISTANCE
IRS990/OtherExpensesGrp/Desc1TELEPHONE AND INTERNET
IRS990/OtherExpensesGrp/Desc2MERCHANT FEES
IRS990/OtherExpensesGrp/Desc3DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/FundraisingAmt01553
IRS990/OtherExpensesGrp/FundraisingAmt1479
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01604
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt16607
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2479
IRS990/OtherExpensesGrp/ProgramServicesAmt09254
IRS990/OtherExpensesGrp/ProgramServicesAmt13562
IRS990/OtherExpensesGrp/ProgramServicesAmt2958
IRS990/OtherExpensesGrp/TotalAmt09254
IRS990/OtherExpensesGrp/TotalAmt16719
IRS990/OtherExpensesGrp/TotalAmt26607
IRS990/OtherExpensesGrp/TotalAmt31916
IRS990/OtherRevenueMiscGrp/BusinessCd0480000
IRS990/OtherRevenueMiscGrp/Desc0OTHER REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt02480
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02480
IRS990/OtherRevenueTotalAmt02480
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt010606
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt08484
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt033939
IRS990/OtherSalariesAndWagesGrp/TotalAmt053029
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt02385
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03227
IRS990/PayrollTaxesGrp/ProgramServicesAmt08417
IRS990/PayrollTaxesGrp/TotalAmt014029
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0BECKY MILLER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0480000
IRS990/ProgramServiceRevenueGrp/BusinessCd1480000
IRS990/ProgramServiceRevenueGrp/BusinessCd2480000
IRS990/ProgramServiceRevenueGrp/Desc0EVENTS
IRS990/ProgramServiceRevenueGrp/Desc1DUES
IRS990/ProgramServiceRevenueGrp/Desc2TECHNICAL ASSISTANCE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0159144
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1148150
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt223775
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0159144
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1148150
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt223775
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt015152
IRS990/PYInvestmentIncomeAmt0487
IRS990/PYOtherExpensesAmt0127994
IRS990/PYOtherRevenueAmt038162
IRS990/PYProgramServiceRevenueAmt0330801
IRS990/PYRevenuesLessExpensesAmt042005
IRS990/PYSalariesCompEmpBnftPaidAmt0184299
IRS990/PYTotalExpensesAmt0327445
IRS990/PYTotalRevenueAmt0369450
IRS990/ReconcilationRevenueExpnssAmt018517
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0184223
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0199284
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0true
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0true
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt026784
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt052575
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt052575
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt052575
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt052575
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt025791
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt026784
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt026784
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/ExplanationTxt3OTHER PROFESSIONAL SERVICES 46,018 5,124 0
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0AZ

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