Civic Intelligence

Arizona Association of Student Financial and Administrators Inc.

990EZ • Fiscal year 2023 • EIN 86-0776710

Jan 01, 2023 to Dec 31, 2023 • Filed on May 13, 2024

Organization ProfileN/A
PO Box 72088Phoenix, AZ 85050

(602) 456-0595

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

13th percentile

-37%

Higher net margin than 13% of similar nonprofits.

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

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

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

Asset Growth

31st percentile

-11%

Faster asset growth than 31% of similar nonprofits.

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

Revenue Growth

86th percentile

74%

Faster revenue growth than 86% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$125,321

Flat from 2023

Net Assets

$125,321

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin13th percentile

Revenue

Flat

$40,987

Flat from 2023

Expenses

Flat

$56,332

Flat from 2023

Net Income

Flat

-$15,345

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$300K$200K$100K$0Assets 2010: $183,101Liabilities 2010: $0Net Assets 2010: $183,1012010Assets 2011: $188,861Net Assets 2011: $188,8612011Assets 2012: $186,064Net Assets 2012: $186,0642012Assets 2013: $201,863Net Assets 2013: $201,8632013Assets 2014: $191,461Liabilities 2014: $0Net Assets 2014: $191,4612014Assets 2015: $181,028Net Assets 2015: $181,0282015Assets 2016: $175,264Net Assets 2016: $175,2642016Assets 2017: $168,214Liabilities 2017: $02017Assets 2018: $166,046Net Assets 2018: $166,0462018Assets 2019: $157,240Net Assets 2019: $157,2402019Assets 2020: $153,238Net Assets 2020: $153,2382020Assets 2021: $144,861Net Assets 2021: $144,8612021Assets 2022: $140,666Net Assets 2022: $140,6662022Assets 2023: $125,321Net Assets 2023: $125,3212023Assets 2023: $125,321Liabilities 2023: $02023Assets 2024: $103,213Net Assets 2024: $103,2132024

Highlighted filing

2023

Assets$125,321
Liabilities-
Net Assets$125,321
Open 2023 Filing

Operations Trend

Revenue Growth86th percentile

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

$60K$40K$20K$0-$20K-$40KRevenue 2010: $35,175Expenses 2010: $34,805Net Income 2010: $3702010Revenue 2011: $36,979Expenses 2011: $31,219Net Income 2011: $5,7602011Revenue 2012: $36,077Expenses 2012: $38,874Net Income 2012: -$2,7972012Revenue 2013: $47,052Expenses 2013: $31,253Net Income 2013: $15,7992013Revenue 2014: $31,641Expenses 2014: $42,043Net Income 2014: -$10,4022014Revenue 2015: $32,846Expenses 2015: $43,279Net Income 2015: -$10,4332015Revenue 2016: $11,695Expenses 2016: $17,459Net Income 2016: -$5,7642016Revenue 2017: $31,934Expenses 2017: $38,984Net Income 2017: -$7,0502017Revenue 2018: $34,952Expenses 2018: $37,120Net Income 2018: -$2,1682018Revenue 2019: $30,861Expenses 2019: $39,679Net Income 2019: -$8,8182019Revenue 2020: $9,050Expenses 2020: $13,052Net Income 2020: -$4,0022020Revenue 2021: $16,434Expenses 2021: $24,811Net Income 2021: -$8,3772021Revenue 2022: $23,525Expenses 2022: $27,720Net Income 2022: -$4,1952022Revenue 2023: $40,987Expenses 2023: $56,332Net Income 2023: -$15,3452023Revenue 2023: $40,987Expenses 2023: $56,332Net Income 2023: -$15,3452023Revenue 2024: $26,672Expenses 2024: $48,780Net Income 2024: -$22,1082024

Highlighted filing

2023

Revenue$40,987
Expenses$56,332
Net Income-$15,345
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 13, 2024
Return Version
2023v5.0
Gross Receipts
$40,987
Mission and Program Overview

Mission

Provide support and information to student financial aid providers

Program Services

DescriptionGrantsExpenses
Annual conference for student financial aid providers.Annual symposium for student financial aid provders.Quarterly newsletters and website for student financial aid.-$44,682
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHAUNDRA COLEMANTreasurer-$0--
CLAUDIA RODRIGUEZPresident-$0--
Filing and Contact Details

Filer

Filer Name
Arizona Association of Student Financial
EIN
86-0776710
Phone
6024560595
Address
PO BOX 72088, PHOENIX, AZ 85050

Signing Officer

Name
Shaundra Coleman
Title
Treasurer
Signed
2024-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Patricia Leitner CPA Pllc
Address
8825 E Speedway Blvd Ste 106, Tucson, AZ 85710
Preparer
Melissa K Taylor
Phone
5208822078
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Conference expense $37617”

Other Expenses.2

“Board of directors expense $10311”

Other Expenses.3

“Information and technology $5440”

Other Expenses.4

“Professional fees training $1625”

Other Expenses.5

“COMMITTEE EXPENSES $1339”

Raw XML Appendix168 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/PersonNm0SHAUNDA COLEMAN
IRS990EZ/BooksInCareOfDetail/PhoneNum04809651160
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 870412
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0TEMPE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd085287
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0140666
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0125321
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-15345
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0140666
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0125321
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt040987
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt04
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01065
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0140666
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0125321
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0140666
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0125321
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SHAUNDRA COLEMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CLAUDIA RODRIGUEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt056332
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Provide support and information to student financial aid providers
IRS990EZ/ProgramServiceRevenueAmt039918
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Annual conference for student financial aid providers.Annual symposium for student financial aid provders.Quarterly newsletters and website for student financial aid.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt044682
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0AZ
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt056332
IRS990EZ/TotalProgramServiceExpensesAmt044682
IRS990EZ/TotalRevenueAmt040987
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0345
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt06075
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt09200
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt05035
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt05165
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt025820
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt025
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt025
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0861
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0179
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01094
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt039918
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt017425
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt07209
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt03154
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt025517
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt093223
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt025
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt025
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0861
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0179
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01094
IRS990ScheduleA/InvestmentIncomeCYPct00.00910
IRS990ScheduleA/InvestmentIncomePYPct00.01050
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99090
IRS990ScheduleA/PublicSupportPY509Pct00.98950
IRS990ScheduleA/PublicSupportTotal509Amt0119043
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt040263
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt023500
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt016409
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt08189
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt030682
IRS990ScheduleA/Total509Grp/TotalAmt0119043
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt040267
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt023525
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt016434
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt09050
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt030861
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0120137
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CONFERENCE EXPENSE $37617
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD OF DIRECTORS EXPENSE $10311
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INFORMATION AND TECHNOLOGY $5440
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PROFESSIONAL FEES TRAINING $1625
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMMITTEE EXPENSES $1339
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHAUNDRA COLEMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ARIZONA ASSOCIATION OF STUDENT FINANCIAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0AID ADMINISTRATORS
ReturnHeader/Filer/BusinessNameControlTxt0ARIZ
ReturnHeader/Filer/EIN0860776710
ReturnHeader/Filer/PhoneNum06024560595
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 72088
ReturnHeader/Filer/USAddress/CityNm0PHOENIX
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085050
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0264069648
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PATRICIA LEITNER CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08825 E Speedway Blvd Ste 106
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Tucson
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085710
ReturnHeader/PreparerPersonGrp/PhoneNum05208822078
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Melissa K Taylor
ReturnHeader/ReturnTs02024-05-13T14:01:51-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SHAUNDRA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0COLEMAN
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$125,321
Liabilities
-
Net assets
$125,321
Revenue
$40,987
Expenses
$56,332
Net income
-$15,345
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.03$1.03$0.27$0.49$0.22
2023Detailed filing. Detailed filing data is available for this year.$1.25$1.25$0.41$0.56$0.15
2023Summary only. Only limited summary data is available for this year.$1.25$0.00$0.41$0.56$0.15
2022Detailed filing. Detailed filing data is available for this year.$1.41$1.41$0.24$0.28$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.45$1.45$0.16$0.25$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.53$1.53$0.09$0.13$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.57$1.57$0.31$0.40$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.66$1.66$0.35$0.37$0.02
2017Summary only. Only limited summary data is available for this year.$1.68$0.00$0.32$0.39$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.75$1.75$0.12$0.17$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.81$1.81$0.33$0.43$0.10
2014Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.32$0.42$0.10
2013Detailed filing. Detailed filing data is available for this year.$2.02$2.02$0.47$0.31$0.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.86$1.86$0.36$0.39$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.89$1.89$0.37$0.31$0.06
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.83$0.00$1.83$0.35$0.35$0.00