Civic Intelligence

The Aea Foundation for Teaching and Learning

990 • Fiscal year 2014 • EIN 86-0853865

Sep 01, 2013 to Aug 31, 2014 • Filed on Jul 13, 2015

Organization ProfileWWW.ARIZONAEA.ORG/HOME/28.HTM
345 E Palm Lane85004

(602) 264-1775

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$761,718

Up $45,341 (+6.3%) from 2013

Net Assets

Up

$761,718

Up $45,341 (+6.3%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses

Revenue

$95,630

No earlier filing loaded for comparison.

Expenses

Up

$84,674

Up $6,224 (+7.9%) from 2013

Net Income

$10,956

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $633,318Liabilities 2011: $0Net Assets 2011: $633,3182011Assets 2012: $682,390Liabilities 2012: $0Net Assets 2012: $682,3902012Assets 2013: $716,377Liabilities 2013: $0Net Assets 2013: $716,3772013Assets 2014: $761,718Liabilities 2014: $0Net Assets 2014: $761,7182014Assets 2015: $761,290Liabilities 2015: $0Net Assets 2015: $761,2902015Assets 2016: $793,407Liabilities 2016: $0Net Assets 2016: $793,4072016Assets 2017: $852,578Liabilities 2017: $0Net Assets 2017: $852,5782017Assets 2018: $999,685Liabilities 2018: $0Net Assets 2018: $999,6852018Assets 2019: $1,053,479Liabilities 2019: $0Net Assets 2019: $1,053,4792019Assets 2020: $1,113,043Liabilities 2020: $0Net Assets 2020: $1,113,0432020Assets 2021: $1,327,470Liabilities 2021: $0Net Assets 2021: $1,327,4702021Assets 2022: $1,184,465Liabilities 2022: $0Net Assets 2022: $1,184,4652022Assets 2023: $1,238,489Liabilities 2023: $0Net Assets 2023: $1,238,4892023Assets 2024: $1,458,163Liabilities 2024: $0Net Assets 2024: $1,458,1632024

Highlighted filing

2014

Assets$761,718
Liabilities$0
Net Assets$761,718
Open 2014 Filing

Operations Trend

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

$400K$300K$200K$100K$0Expenses 2011: $369,2012011Expenses 2012: $55,6672012Expenses 2013: $78,4502013Revenue 2014: $95,630Expenses 2014: $84,674Net Income 2014: $10,9562014Revenue 2015: $101,032Expenses 2015: $79,192Net Income 2015: $21,8402015Revenue 2016: $91,905Expenses 2016: $87,882Net Income 2016: $4,0232016Revenue 2017: $96,710Expenses 2017: $89,506Net Income 2017: $7,2042017Revenue 2018: $134,425Expenses 2018: $113,755Net Income 2018: $20,6702018Revenue 2019: $162,343Expenses 2019: $103,574Net Income 2019: $58,7692019Revenue 2020: $136,284Expenses 2020: $123,777Net Income 2020: $12,5072020Revenue 2021: $212,101Expenses 2021: $81,898Net Income 2021: $130,2032021Revenue 2022: $138,672Expenses 2022: $125,964Net Income 2022: $12,7082022Revenue 2023: $155,908Expenses 2023: $98,910Net Income 2023: $56,9982023Revenue 2024: $178,821Expenses 2024: $72,082Net Income 2024: $106,7392024

Highlighted filing

2014

Revenue$95,630
Expenses$84,674
Net Income$10,956
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2013 to Aug 31, 2014
Signed
Jul 13, 2015
Return Version
2013v4.0
Gross Receipts
$95,630
Mission and Program Overview

Mission

Dedicated to developing the teaching profession, supporting student achievement, encouraging an appreciation for the arts, enriching classroom academics, developing professional relationships and inspiring innovations to learn.

To improve and enhance student achievement by supporting innovations in teaching and learning.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$399,802$445,061▲ $45,259
Investments in Publicly Traded Securities$244,121$278,764▲ $34,643
Cash and Non-Interest-Bearing Accounts$72,454$37,893▼ $34,561
Total Assets$716,377$761,718▲ $45,341
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$459,291$498,666▲ $39,375
Temporarily Rstr Net Assets$257,086$263,052▲ $5,966
Total Net Assets Fund Balance$716,377$761,718▲ $45,341
Total Liabilities and Net Assets / Fund Balance$716,377$761,718▲ $45,341
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Andrew MorrillPresidentPT$149,436$149,436
Michael AiconeSecretary - TreasurerPT$147,066$147,066

Board Members and Trustees

NameTitle
Tom OviattVice President
Andrea HaberDirector
Betty SaylerDirector
Carolyn WarnerDirector
Sharon DoyleDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$86,989
Program Service Revenue
$0
Investment Income
$8,641
Other Revenue
$0
All Other Contributions
$86,989
Change in Net Assets
$10,956

Audited Revenue Reconciliation

Revenue per Audited Statements
$95,630
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$39,546
Total Revenue per Audited Statements
$135,176
Total Revenue per Form 990
$95,630
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$68,234
Other Expenses$16,440
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$50,476--$50,476
Grants to Domestic Individuals$17,758--$17,758
Fees for Services Accounting-$10,600-$10,600
Office Expenses-$5,788-$5,788
Other Expenses$52--$52
Total Functional Expenses$68,286$16,388$0$84,674

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$89,835
Expenses per Audited Statements$84,674
Total Expenses per Form 990$84,674
Expenses Not Reported on Form 990$5,161
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
94-2937109-3To Support Teacher and School Recognition Programs$20,000
86-0002685-6To Support Teacher and School Recognition Programs$10,151
86-0193726-3To Support Teacher and School Recognition Programs$10,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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, Part VI, Section B, Line 11

“The secretary-treasurer will review and approve the form 990 prior to filing.”

Form 990, Part VI, Section B, Line 12C

“The organization adheres to the same conflict of interest policy that governs its related organization, arizona education association (aea). Annually the organization requires a signed statement of disclosure from all officers, managers, directors, and employees. The aea executive director shall serve as the conflict of interest ("ci") officer and in that capacity shall be responsible for the implementation of the ci policy. The ci officer shall monitor the implementation of the ci policy. The ci officer shall recommend to the board of directors such modifications in the policy as he or she may from time to time deem appropriate. If the misconduct is against the executive director or the executive director is unable to perform this function then the general counsel will serve as the ci officer.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

EIN
86-0853865
Phone
6022641775

Signing Officer

Name
Michael Aicone
Title
Secretary-treasurer
Phone
6022641775
Signed
2015-07-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Aicone
Formed
1999
Legal Domicile
Az
Voting Board Members
7
Independent Board Members
5
Employees
0
Volunteers
7

Preparer

Preparer
Colette Kamps CPA
Phone
4808394900
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The foundation recognizes uncertainty in income taxes in the financial statements when it is more likely-than-not that the positions will not be sustained upon examination by the tax authorities. As of august 31, 2014, the foundation had no uncertain tax positions that qualify for either recognition or disclosure in the financial statements.”

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IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleI/RecipientTable/IRCSectionDesc13
IRS990ScheduleI/RecipientTable/IRCSectionDesc26
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO SUPPORT TEACHER AND SCHOOL RECOGNITION PROGRAMS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1TO SUPPORT TEACHER AND SCHOOL RECOGNITION PROGRAMS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2TO SUPPORT TEACHER AND SCHOOL RECOGNITION PROGRAMS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10NORTHERN ARIZONA UNIVERSITY FOUNDATION INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine11ARIZONA EDUCATION FOUNDATION INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine12ARIZONA EDUCATION ASSOCIATION
IRS990ScheduleI/RecipientTable/RecipientEIN0860193726
IRS990ScheduleI/RecipientTable/RecipientEIN1942937109
IRS990ScheduleI/RecipientTable/RecipientEIN2860002685
IRS990ScheduleI/RecipientTable/USAddress/AddressLine10PO BOX 4094
IRS990ScheduleI/RecipientTable/USAddress/AddressLine116155 E INDIAN SCHOOL RD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine12345 E PALM LN
IRS990ScheduleI/RecipientTable/USAddress/City0FLAGSTAFF
IRS990ScheduleI/RecipientTable/USAddress/City1SCOTTSDALE
IRS990ScheduleI/RecipientTable/USAddress/City2PHOENIX
IRS990ScheduleI/RecipientTable/USAddress/State0AZ
IRS990ScheduleI/RecipientTable/USAddress/State1AZ
IRS990ScheduleI/RecipientTable/USAddress/State2AZ
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode086011
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode185251
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode285004
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION ADMINISTERS AND GRANTS FUNDS BASED ON THE CRITERIA FOR THE SPECIFIC GRANT OR SCHOLARSHIP. GRANTS ARE MONITORED THROUGH A GRANT APPLICATION PROCESS AND A GRANT ACTIVITY REPORT THAT IS REVIEWED BY THE ORGANIZATION'S BOARD OF DIRECTORS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt02
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0COMPENSATION AMOUNTS SHOWN ARE WAGES PAID BY AFFILIATE, ARIZONA EDUCATION ASSOCIATION. THE FILING ORGANIZATION HAS NO EMPLOYEES.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 1A
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE SECRETARY-TREASURER WILL REVIEW AND APPROVE THE FORM 990 PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION ADHERES TO THE SAME CONFLICT OF INTEREST POLICY THAT GOVERNS ITS RELATED ORGANIZATION, ARIZONA EDUCATION ASSOCIATION (AEA). ANNUALLY THE ORGANIZATION REQUIRES A SIGNED STATEMENT OF DISCLOSURE FROM ALL OFFICERS, MANAGERS, DIRECTORS, AND EMPLOYEES. THE AEA EXECUTIVE DIRECTOR SHALL SERVE AS THE CONFLICT OF INTEREST ("CI") OFFICER AND IN THAT CAPACITY SHALL BE RESPONSIBLE FOR THE IMPLEMENTATION OF THE CI POLICY. THE CI OFFICER SHALL MONITOR THE IMPLEMENTATION OF THE CI POLICY. THE CI OFFICER SHALL RECOMMEND TO THE BOARD OF DIRECTORS SUCH MODIFICATIONS IN THE POLICY AS HE OR SHE MAY FROM TIME TO TIME DEEM APPROPRIATE. IF THE MISCONDUCT IS AGAINST THE EXECUTIVE DIRECTOR OR THE EXECUTIVE DIRECTOR IS UNABLE TO PERFORM THIS FUNCTION THEN THE GENERAL COUNSEL WILL SERVE AS THE CI OFFICER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10ARIZONA EDUCATION ASSOCIATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0860002685
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(6)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0AZ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0MEMBERSHIP ORGANIZATION FOR EDUCATION PROFESSION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine10345 E PALM LN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0PHOENIX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0AZ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode085004
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt010151
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine10ARIZONA EDUCATION ASSOCIATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine11ARIZONA EDUCATION ASSOCIATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine12ARIZONA EDUCATION ASSOCIATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0N
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1O
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt2B
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0AZ
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0257086
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0263052
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0716377
IRS990/TotalAssetsEOYAmt0761718
IRS990/TotalAssetsGrp/BOYAmt0716377
IRS990/TotalAssetsGrp/EOYAmt0761718
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt086989
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt016388
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt068286
IRS990/TotalFunctionalExpensesGrp/TotalAmt084674
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0716377
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0761718
IRS990/TotalOtherCompensationAmt052835
IRS990/TotalProgramServiceExpensesAmt068286
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt08641
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt095630
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt07
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0716377
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0761718
IRS990/TotReportableCompRltdOrgAmt0243667
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$761,718
Liabilities
$0
Net assets
$761,718
Revenue
$95,630
Expenses
$84,674
Net income
$10,956
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.46$0.00$1.46$0.18$0.07$0.11
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.24$0.00$1.24$0.16$0.10$0.06
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.18$0.00$1.18$0.14$0.13$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.33$0.00$1.33$0.21$0.08$0.13
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.11$0.00$1.11$0.14$0.12$0.01
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.05$0.00$1.05$0.16$0.10$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.00$0.00$1.00$0.13$0.11$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.85$0.00$0.85$0.10$0.09$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.79$0.00$0.79$0.09$0.09$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.10$0.08$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.10$0.08$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.72$0.00$0.72$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.68$0.00$0.68$0.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.63$0.00$0.63$0.37