Civic Intelligence

Arizona Heritage Alliance

EIN 86-0701371 • 501(c)3 • Phoenix, AZ

Profile

Aha is comprised of groups, individuals, government and tribal entities, and businesses that work together to protect, preserve and enhance the arizona heritage fund.

PO Box 16282Phoenix, AZ 85011
Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

84th percentile

35%

Higher net margin than 84% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

88th percentile

$8,325

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 29.8% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

77th percentile

20%

Faster asset growth than 77% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

87th percentile

61%

Faster revenue growth than 87% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$75,555

Up $10,747 (+17%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$75,555

No earlier filing loaded for comparison.

Revenue

Down

$30,131

Down $1,273 (-4.1%) from 2023

Expenses

Down

$19,386

Down $1,030 (-5.0%) from 2023

Net Income

Down

$10,745

Down $243 (-2.2%) from 2023

Trend Graphs

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2011: $16,904Liabilities 2011: $02011Assets 2013: $20,446Liabilities 2013: $4562013Assets 2014: $19,050Liabilities 2014: $4572014Assets 2015: $13,431Net Assets 2015: $13,4312015Assets 2016: $11,736Net Assets 2016: $11,7362016Assets 2017: $10,606Net Assets 2017: $10,6062017Assets 2018: $22,516Net Assets 2018: $22,5162018Assets 2019: $29,259Net Assets 2019: $29,2592019Assets 2020: $44,424Net Assets 2020: $44,4242020Assets 2021: $53,235Net Assets 2021: $53,2352021Assets 2022: $53,819Net Assets 2022: $53,8192022Assets 2023: $64,808Liabilities 2023: $02023Assets 2024: $75,555Net Assets 2024: $75,5552024

Highlighted filing

2024

Assets$75,555
Liabilities-
Net Assets$75,555

Operations Trend

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

$40K$30K$20K$10K$0-$10KRevenue 2011: $21,549Expenses 2011: $25,335Net Income 2011: -$3,7862011Revenue 2013: $14,537Expenses 2013: $13,185Net Income 2013: $1,3522013Revenue 2014: $23,142Expenses 2014: $24,539Net Income 2014: -$1,3972014Revenue 2015: $13,835Expenses 2015: $18,998Net Income 2015: -$5,1632015Revenue 2016: $15,002Expenses 2016: $16,693Net Income 2016: -$1,6912016Revenue 2017: $14,926Expenses 2017: $16,057Net Income 2017: -$1,1312017Revenue 2018: $27,155Expenses 2018: $15,245Net Income 2018: $11,9102018Revenue 2019: $23,810Expenses 2019: $17,067Net Income 2019: $6,7432019Revenue 2020: $29,507Expenses 2020: $14,342Net Income 2020: $15,1652020Revenue 2021: $27,947Expenses 2021: $19,134Net Income 2021: $8,8132021Revenue 2022: $19,525Expenses 2022: $18,940Net Income 2022: $5852022Revenue 2023: $31,404Expenses 2023: $20,416Net Income 2023: $10,9882023Revenue 2024: $30,131Expenses 2024: $19,386Net Income 2024: $10,7452024

Highlighted filing

2024

Revenue$30,131
Expenses$19,386
Net Income$10,745

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$75.6$75.6$30.1$19.4$10.7
2023Summary only. Only limited summary data is available for this year.$64.8$0.00$31.4$20.4$11.0
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$53.8$53.8$19.5$18.9$0.59
2021Detailed filing. Detailed filing data is available for this year.$53.2$53.2$27.9$19.1$8.81
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$44.4$44.4$29.5$14.3$15.2
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.3$29.3$23.8$17.1$6.74
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.5$22.5$27.2$15.2$11.9
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.6$10.6$14.9$16.1$1.13
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.7$11.7$15.0$16.7$1.69
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.4$13.4$13.8$19.0$5.16
2014Summary only. Only limited summary data is available for this year.$19.1$0.46$23.1$24.5$1.40
2013Summary only. Only limited summary data is available for this year.$20.4$0.46$14.5$13.2$1.35
2011Summary only. Only limited summary data is available for this year.$16.9$0.00$21.5$25.3$3.79
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2021 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 5, 2022
Return Version
2021v4.0
Gross Receipts
$27,947
Mission and Program Overview

Mission

Aha is comprised of groups, individuals, government and tribal entities, and businesses that work together to protect, preserve and enhance the arizona heritage fund.

Program Services

DescriptionGrantsExpenses
PURSUE SUSTAINABLE AND DEDICATED FUNDING SOURCES FOR ARIZONAS HISTORIC, CULTURAL, AND NATURAL INITIATIVES, PROGRAMS, AND ACTIVITIES.-$6,196
EDUCATE ARIZONANS ON THE BENEFITS OF OUR STATES WILDLIFE, OPEN SPACE, PARKS, AND HISTORIC AND CULTURAL RESOURCES--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LANI LOTTFoundation M-$8,325-$8,325
JANICE MIANODirector-$0--
JIM MCPHERSONVice Preside-$0--
BONNIE D BARIOLASecretary-$0--
KATHLEEN A ROEDIGERTreasurer-$0--
PAMELA JONESDirector-$0--
SAM CAMPANADirector-$0--
WILLIAM C THORNTONDirector-$0--
RUSS JONESPresident-$0--
BRYAN MARTYNDirector-$0--
BILL MEEKDirector-$0--
CHEYENNE WALSHDirector-$0--
DALE WIEBUSCHDirector-$0--
MATTHEW AQUILARDirector-$0--
SREEKAR KRISHNADirector-$0--
WOODY WILSONDirector-$0--
Filing and Contact Details

Filer

Filer Name
Arizona Heritage Alliance
EIN
86-0701371
Phone
6025287500
Address
PO BOX 16282, PHOENIX, AZ 85011

Signing Officer

Name
Lani Lott
Title
Foundation Manager
Phone
6025287500
Signed
2022-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Skinner Clouse Group Pllc
Address
2129 E WARNER RD STE 101, TEMPE, AZ 85284
Preparer
Scott M Bromley
Phone
4803983898
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses advertising 3,430 printing 198 educational programs/outreach 120 travel: conferences 255 insurance expense 1,747 bank charges 3 computer expenses 1,477 dues 100 miscellaneous 256 telephone 1,222 membership expenses 517 supplies 181 credit card fees 882 total 10,388

Form 990-ez, Part II, Line 24

Equipment 5,735 5,735 less accumulated depreciation 5,735 5,735 total 0 0

Form 990-ez, Part III

Aha is comprised of groups, individuals, government and tribal entities, and businesses that work together to protect, preserve and enhance the arizona heritage fund.

Form 990-ez, Part III, Line 31

Educate arizonans on the benefits of our states wildlife, open space, parks, and historic and cultural resources

Raw XML Appendix182 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum06025287500
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PHOENIX
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0850116282
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IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt053235
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt044422
IRS990EZ/NetAssetsOrFundBalancesEOYAmt053235
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt88325
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt130
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt140
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt150
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JANICE MIANO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JIM MCPHERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BONNIE D BARIOLA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KATHLEEN A ROEDIGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4PAMELA JONES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SAM CAMPANA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6WILLIAM C THORNTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7RUSS JONES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8LANI LOTT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9BRYAN MARTYN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10BILL MEEK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11CHEYENNE WALSH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12DALE WIEBUSCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13MATTHEW AQUILAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm14SREEKAR KRISHNA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm15WOODY WILSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8FOUNDATION M
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt14DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt15DIRECTOR
IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt010388
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0AHA IS COMPRISED OF GROUPS, INDIVIDUALS, GOVERNMENT AND TRIBAL ENTITIES, AND BUSINESSES THAT WORK TOGETHER TO PROTECT, PRESERVE AND ENHANCE THE ARIZONA HERITAGE FUND.
IRS990EZ/PrintingPublicationsPostageAmt083
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PURSUE SUSTAINABLE AND DEDICATED FUNDING SOURCES FOR ARIZONAS HISTORIC, CULTURAL, AND NATURAL INITIATIVES, PROGRAMS, AND ACTIVITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1EDUCATE ARIZONANS ON THE BENEFITS OF OUR STATES WILDLIFE, OPEN SPACE, PARKS, AND HISTORIC AND CULTURAL RESOURCES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06196
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IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt019134
IRS990EZ/TotalProgramServiceExpensesAmt06196
IRS990EZ/TotalRevenueAmt027947
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.AZHERITAGE.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt027940
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt029505
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt023808
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt027154
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt014925
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt027940
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt014925
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0123332
IRS990ScheduleA/TotalSupportAmt0123332
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING 3,430 PRINTING 198 EDUCATIONAL PROGRAMS/OUTREACH 120 TRAVEL: CONFERENCES 255 INSURANCE EXPENSE 1,747 BANK CHARGES 3 COMPUTER EXPENSES 1,477 DUES 100 MISCELLANEOUS 256 TELEPHONE 1,222 MEMBERSHIP EXPENSES 517 SUPPLIES 181 CREDIT CARD FEES 882 TOTAL 10,388
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EQUIPMENT 5,735 5,735 LESS ACCUMULATED DEPRECIATION 5,735 5,735 TOTAL 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AHA IS COMPRISED OF GROUPS, INDIVIDUALS, GOVERNMENT AND TRIBAL ENTITIES, AND BUSINESSES THAT WORK TOGETHER TO PROTECT, PRESERVE AND ENHANCE THE ARIZONA HERITAGE FUND.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EDUCATE ARIZONANS ON THE BENEFITS OF OUR STATES WILDLIFE, OPEN SPACE, PARKS, AND HISTORIC AND CULTURAL RESOURCES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 31
TransferPrsnlBnftContractsDecl/DeclarationDesc0(A) DID THE ORGANIZATION, DURING THE YEAR, RECIEVE AND FUNDS, DIRECTLY OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT? NO (B) DID THE ORGANIZATION, DURING THE YEAR, PAY PREMIUMS, DIRECTLY OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT? NO
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LANI LOTT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FOUNDATION MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum06025287500
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ARIZONA HERITAGE ALLIANCE
ReturnHeader/Filer/BusinessNameControlTxt0ARIZ
ReturnHeader/Filer/EIN0860701371
ReturnHeader/Filer/PhoneNum06025287500
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 16282
ReturnHeader/Filer/USAddress/CityNm0PHOENIX
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085011
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0832854302
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SKINNER CLOUSE GROUP PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02129 E WARNER RD STE 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TEMPE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085284
ReturnHeader/PreparerPersonGrp/PhoneNum04803983898
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT M BROMLEY
ReturnHeader/ReturnTs02022-05-13T13:03:18-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LANI
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LOTT
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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