Civic Intelligence

Arizona Institute for Public Life

990EZ • Fiscal year 2014 • EIN 86-0829547

Jul 01, 2013 to Jun 30, 2014 • Filed on May 08, 2015

2728 East Thomas RoadPhoenix, AZ 85016

(602) 248-0607

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.20x

Higher debt load relative to assets than 82% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

91st percentile

0.42x

Higher debt load relative to revenue than 91% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

77th percentile

20%

Higher net margin than 77% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

68th percentile

15%

Faster asset growth than 68% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

82nd percentile

39%

Faster revenue growth than 82% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$254,152

Up $33,526 (+15%) from 2013

Net Assets

Up

$203,113

Up $32,690 (+19%) from 2013

Liabilities

Up

$51,039

Up $836 (+1.7%) from 2013

Revenue

Up

$121,389

Up $33,751 (+39%) from 2013

Expenses

Up

$96,905

Up $12,841 (+15%) from 2013

Net Income

Up

$24,484

Up $20,910 (+585%) from 2013

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2010: $345,308Liabilities 2010: $15,043Net Assets 2010: $330,2652010Assets 2011: $337,791Liabilities 2011: $154,944Net Assets 2011: $182,8472011Assets 2012: $220,774Liabilities 2012: $55,022Net Assets 2012: $165,7522012Assets 2013: $220,626Liabilities 2013: $50,203Net Assets 2013: $170,4232013Assets 2014: $254,152Liabilities 2014: $51,039Net Assets 2014: $203,1132014Assets 2015: $232,411Liabilities 2015: $22,901Net Assets 2015: $209,5102015Assets 2016: $213,016Liabilities 2016: $20,901Net Assets 2016: $192,1152016Assets 2017: $215,031Liabilities 2017: $20,901Net Assets 2017: $194,1302017Assets 2018: $183,991Liabilities 2018: $26,322Net Assets 2018: $157,6692018

Highlighted filing

2014

Assets$254,152
Liabilities$51,039
Net Assets$203,113

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2010: $333,754Expenses 2010: $363,082Net Income 2010: -$29,3282010Expenses 2011: $97,3812011Revenue 2012: $17,771Expenses 2012: $34,248Net Income 2012: -$16,4772012Revenue 2013: $87,638Expenses 2013: $84,064Net Income 2013: $3,5742013Revenue 2014: $121,389Expenses 2014: $96,905Net Income 2014: $24,4842014Revenue 2015: $82,981Expenses 2015: $74,159Net Income 2015: $8,8222015Revenue 2016: $3,768Expenses 2016: $21,163Net Income 2016: -$17,3952016Revenue 2017: $11,228Expenses 2017: $9,213Net Income 2017: $2,0152017Revenue 2018: $9,555Expenses 2018: $46,016Net Income 2018: -$36,4612018

Highlighted filing

2014

Revenue$121,389
Expenses$96,905
Net Income$24,484
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
May 8, 2015
Return Version
2013v4.0
Gross Receipts
$128,437
Mission and Program Overview

Mission

See Schedule O General Attachment

Program Services

DescriptionGrantsExpenses
AIPL provides education for citizens on aspects of effective leadership as well as participation in public forums and civic organizations Continued on Schedule O-$88,565
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Barbara PricePresident-$0--
Debra HalseyTreasurer-$0--
Beth Ann JohnsonVice-President-$0--
Dr Leslie PaulusDirector-$0--
Joe RubioExecutive DirectorPT$0--
Rev Glenn JenksSecretary-$0--
Rev Walt WiederDirector-$0--
Nancy Reid-McKeeDirector-$0--
Marjorie HrabeDirector-$0--
Filing and Contact Details

Filer

EIN
86-0829547

Signing Officer

Name
Dan Sagromoso
Title
President
Phone
6022480607
Signed
2015-05-08
Discuss with paid preparer
Yes

Preparer

Preparer
Jennifer J Phillips
Phone
5202477087
Supplemental Narrative

Additional Explanations

General explanation attachment

Part III - summary of mission - AIPL is a nonprofit Arizona Corporation whose mission is to provide education for citizens on aspects of effective leadership as well as participation in public forums and civic organizations. Part III line 28 continued: This training includes relationship building, developing organizational ability, planning and implementing development strategies, conducting research and group problem solving. The Institute initiates and creates materials for training and education of citizens, enabling them to manage programs for the improvement of their lifestyles, the betterment of their communities, and the shaping of public life.Recent Highlights 2013-2014Policy Research. AIPL conducts ongoing research into key policies affecting Arizona families. AIPL tracks bills in the state legislature as a basis for the education of community leaders on the impacts of policies, as well as facilitates research meetings with key public officials. Immigrant Integration. AIPL held Immigrant Integration Toolkit training sessions in congregations throughout Arizona, teaching thousands of families the skills necessary for integration into American life and for the preservation of their families dignity and unity. Institutes of Public Life on the Economy. AIPL has collaborated training sessions on the Economy, focusing on the roots of Arizonas budget crisis and illustrate the economic toll of budget cuts to health care, education, and other critical services for working families. Education and Workforce. AIPL leaders advanced workforce training strategies in the states major metro areas. AIPL leaders built relationships with school superintendents and community college presidents and chancellors to explore a strategy about workforce readiness, and have worked with major employers, Chambers of Commerce, and the Arizona Commerce Authority to identify key high-skill employers and their workforce needs. Healthcare. AIPL has been supportive of efforts to help people, particularly those without knowledge of the new affordable care act law, enroll in the Healthcare Marketplace, often times for free health insurance because of qualification for the states AHCCCS low-income insurance program. On-Going Leaders. At local leader trainings and retreats, AIPL invested in the capacity of 250 AIN/AIPL leaders. Training focussed on preparing leaders to lead presentations, house meetings and propose strategies that address the ongoing economic downturn and slow recovery.

Description of other expenses Part I line 16

Description AmountBank and investment fees 2,487Depreciation 11Insurance 1,956Miscellaneous 222Travel 2,676Contracts with affiliates 26,250Meetings 79Telephone 233

Other changes in net assets or fund balances Part I line 20

Description AmountUnrealized gains on investments 8,206

Description of other assets Part II line 24

Category Beginning of Year End of YearNote receivable from affiliate 37,000 30,656Other receivables 0 100Prepaid expenses and other 1,257 4,841Due from affiliated org 0 11,084

Description of total liabilities Part II line 26

Category Beginning of Year End of YearAccounts payable and accruals 0 26,239Funds held for other nonprofit 24,800 24,800Due to affiliated entity 25,403 0

Raw XML Appendix195 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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CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0The Executive Director is compensated through an affiliated organization. AIPL reimbursed that organization $25,000 for his services for the fiscal year ended June 30, 2014.
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Executive Director
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IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OtherChangesInNetAssetsAmt08206
IRS990EZ/OtherExpensesTotalAmt033914
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IRS990EZ/PrimaryExemptPurposeTxt0See Schedule O General Attachment
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IRS990EZ/SchoolOperatingInd0false
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt012500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt060000
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Part III - summary of mission - AIPL is a nonprofit Arizona Corporation whose mission is to provide education for citizens on aspects of effective leadership as well as participation in public forums and civic organizations. Part III line 28 continued: This training includes relationship building, developing organizational ability, planning and implementing development strategies, conducting research and group problem solving. The Institute initiates and creates materials for training and education of citizens, enabling them to manage programs for the improvement of their lifestyles, the betterment of their communities, and the shaping of public life.Recent Highlights 2013-2014Policy Research. AIPL conducts ongoing research into key policies affecting Arizona families. AIPL tracks bills in the state legislature as a basis for the education of community leaders on the impacts of policies, as well as facilitates research meetings with key public officials. Immigrant Integration. AIPL held Immigrant Integration Toolkit training sessions in congregations throughout Arizona, teaching thousands of families the skills necessary for integration into American life and for the preservation of their families dignity and unity. Institutes of Public Life on the Economy. AIPL has collaborated training sessions on the Economy, focusing on the roots of Arizonas budget crisis and illustrate the economic toll of budget cuts to health care, education, and other critical services for working families. Education and Workforce. AIPL leaders advanced workforce training strategies in the states major metro areas. AIPL leaders built relationships with school superintendents and community college presidents and chancellors to explore a strategy about workforce readiness, and have worked with major employers, Chambers of Commerce, and the Arizona Commerce Authority to identify key high-skill employers and their workforce needs. Healthcare. AIPL has been supportive of efforts to help people, particularly those without knowledge of the new affordable care act law, enroll in the Healthcare Marketplace, often times for free health insurance because of qualification for the states AHCCCS low-income insurance program. On-Going Leaders. At local leader trainings and retreats, AIPL invested in the capacity of 250 AIN/AIPL leaders. Training focussed on preparing leaders to lead presentations, house meetings and propose strategies that address the ongoing economic downturn and slow recovery.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountBank and investment fees 2,487Depreciation 11Insurance 1,956Miscellaneous 222Travel 2,676Contracts with affiliates 26,250Meetings 79Telephone 233
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountUnrealized gains on investments 8,206
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Category Beginning of Year End of YearNote receivable from affiliate 37,000 30,656Other receivables 0 100Prepaid expenses and other 1,257 4,841Due from affiliated org 0 11,084
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Category Beginning of Year End of YearAccounts payable and accruals 0 26,239Funds held for other nonprofit 24,800 24,800Due to affiliated entity 25,403 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0General explanation attachment
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other changes in net assets or fund balances Part I line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Description of total liabilities Part II line 26
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Dan Sagromoso
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum06022480607
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine10Arizona Institute for Public Life
ReturnHeader/Filer/BusinessNameControlTxt0ARIZ
ReturnHeader/Filer/EIN0860829547
ReturnHeader/Filer/USAddress/AddressLine102728 East Thomas Road
ReturnHeader/Filer/USAddress/City0Phoenix
ReturnHeader/Filer/USAddress/State0AZ
ReturnHeader/Filer/USAddress/ZIPCode085016
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0455076143
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Jennifer J Phillips CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine105151 E Broadway Blvd Ste 1600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Tucson
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode085711
ReturnHeader/PreparerPersonGrp/PhoneNum05202477087
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jennifer J Phillips
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-05-12T20:34:19-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • <$500k nonprofits