Civic Intelligence

The Aea Foundation for Teaching and Learning

990 • Fiscal year 2024 • EIN 86-0853865

Sep 01, 2023 to Aug 31, 2024 • Filed on Jun 26, 2025

Organization ProfileWWW.ARIZONAEA.ORG/HOME/28.HTM
345 E Palm LanePhoenix, AZ 85004

(602) 264-1775

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

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

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

18th percentile

0.00x

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

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

92nd percentile

60%

Higher net margin than 92% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

76th percentile

18%

Faster asset growth than 76% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

60th percentile

15%

Faster revenue growth than 60% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$1,458,163

Up $219,674 (+18%) from 2023

Net Assets

Up

$1,458,163

Up $219,674 (+18%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin92nd percentile

Revenue

Up

$178,821

Up $22,913 (+15%) from 2023

Expenses

Down

$72,082

Down $26,828 (-27%) from 2023

Net Income

Up

$106,739

Up $49,741 (+87%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

2024

Assets$1,458,163
Liabilities$0
Net Assets$1,458,163
Open 2024 Filing

Operations Trend

Revenue Growth60th percentile

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

2024

Revenue$178,821
Expenses$72,082
Net Income$106,739
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Jun 26, 2025
Return Version
2023v6.0
Gross Receipts
$268,141
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.

Keeping the promise of quality public education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,168,974$1,343,627▲ $174,653
Cash and Non-Interest-Bearing Accounts$62,692$113,677▲ $50,985
Accounts Receivable$6,823--
Prepaid Expenses and Deferred Charges-$859-
Total Assets$1,238,489$1,458,163▲ $219,674
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,114,334$1,119,008▲ $4,674
Net Assets With Donor Restrictions$124,155$339,155▲ $215,000
Total Net Assets Fund Balance$1,238,489$1,458,163▲ $219,674
Total Liabilities and Net Assets / Fund Balance$1,238,489$1,458,163▲ $219,674
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Marisol GarciaPresident
Jason FreedVice President
Amber GouldDirector
Dawn KobersteinDirector
Kinora HernandezDirector
Michael AiconeSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$104,677
Program Service Revenue
$0
Investment Income
$74,144
Other Revenue
$0
All Other Contributions
$104,677
Change in Net Assets
$106,739
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$50,000
Other Expenses$22,082
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$50,000--$50,000
Fees for Service Investment Mgmnt Fees-$12,156-$12,156
Fees for Services Accounting-$9,000-$9,000
Insurance$834--$834
Other Expenses$10$82-$10
Total Functional Expenses$50,844$21,238$0$72,082
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Arizona Educational Foundation IncPhoenix, AZ3To Support Teacher and School Recognition Programs$0
Hawaii State Teachers AssociationHonolulu, HI3To Help With Disaster Relief Efforts for the Hsta Educators of the Maui Wildfires$0
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
Business relationship with 35% controlled entity
No
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 11B

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

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

“The foundation adheres to the same conflict of interest policy that governs its related organization, arizona education association (aea). Annually the foundation 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 foundation makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Aea Foundation for Teaching and Learning
EIN
86-0853865
Phone
6022641775
Address
345 E PALM LANE, PHOENIX, AZ 85004

Signing Officer

Name
Michael Aicone
Title
Treasurer
Phone
6022641775
Signed
2025-06-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Aicone
Formed
1999
Legal Domicile
Az
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
6

Preparer

Firm
Baker Tilly Advisory Group Lp
Address
2055 E WARNER RD STE 101, TEMPE, AZ 85284
Preparer
Sharlynn Garza
Phone
4808394900
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“This process has not changed from the prior year.”

Raw XML Appendix396 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsReceivableGrp/BOYAmt06823
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0KEEPING THE PROMISE OF QUALITY PUBLIC EDUCATION.
IRS990/AllOtherContributionsAmt0104677
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum06022641774
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0345 E PALM LANE
IRS990/BooksInCareOfDetail/USAddress/CityNm0PHOENIX
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990/BooksInCareOfDetail/USAddress/ZIPCd085004
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt062692
IRS990/CashNonInterestBearingGrp/EOYAmt0113677
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0104677
IRS990/CYGrantsAndSimilarPaidAmt050000
IRS990/CYInvestmentIncomeAmt074144
IRS990/CYOtherExpensesAmt022082
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0106739
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt072082
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0178821
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE FOUNDATION OFFERS A VARIETY OF PROGRAM FUNDS DEDICATED TO DEVELOPING THE TEACHING PROFESSION, SUPPORTING STUDENT ACHIEVEMENT, DEVELOPING PROFESSIONAL LEADERSHIP, ENRICHING CLASSROOM ACADEMICS AND INSPIRING INNOVATIONS IN LEARNING.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0124155
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0339155
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt050844
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt09000
IRS990/FeesForServicesAccountingGrp/TotalAmt09000
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt012156
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt012156
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt116.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0MARISOL GARCIA
IRS990/Form990PartVIISectionAGrp/PersonNm1JASON FREED
IRS990/Form990PartVIISectionAGrp/PersonNm2MICHAEL AICONE
IRS990/Form990PartVIISectionAGrp/PersonNm3AMBER GOULD
IRS990/Form990PartVIISectionAGrp/PersonNm4DAWN KOBERSTEIN
IRS990/Form990PartVIISectionAGrp/PersonNm5KINORA HERNANDEZ
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01999
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt029701
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantAmt050000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt050000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt050000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0119021
IRS990/GrossReceiptsAmt0268141
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt0834
IRS990/InsuranceGrp/TotalAmt0834
IRS990/InvestmentIncomeGrp/ExclusionAmt044443
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt044443
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01168974
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01343627
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0AZ
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt089320
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0DEDICATED 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01238489
IRS990/NetAssetsOrFundBalancesEOYAmt01458163
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt029701
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt029701
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0112935
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01114334
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01119008
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0BANK FEES
IRS990/OtherExpensesGrp/Desc1OTHER COSTS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt082
IRS990/OtherExpensesGrp/ProgramServicesAmt010
IRS990/OtherExpensesGrp/TotalAmt082
IRS990/OtherExpensesGrp/TotalAmt110
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0859
IRS990/PrincipalOfficerNm0MICHAEL AICONE
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt092560
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt056148
IRS990/PYInvestmentIncomeAmt063348
IRS990/PYOtherExpensesAmt042762
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt056998
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt098910
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0155908
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0106739
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0104677
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt092560
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt088814
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt092583
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt093460
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0472094
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt044173
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt063348
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt035709
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt012929
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt022593
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0178752
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt044173
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt063348
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt035709
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt012929
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt022593
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0178752
IRS990ScheduleA/InvestmentIncomeCYPct00.27460
IRS990ScheduleA/InvestmentIncomePYPct00.24590
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.72540
IRS990ScheduleA/PublicSupportPY509Pct00.75410
IRS990ScheduleA/PublicSupportTotal509Amt0472094
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0104677
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt092560
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt088814
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt092583
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt093460
IRS990ScheduleA/Total509Grp/TotalAmt0472094
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0148850
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0155908
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0124523
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0105512
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0116053
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0650846
IRS990/ScheduleBRequiredInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt00
IRS990ScheduleI/RecipientTable/CashGrantAmt10
IRS990ScheduleI/RecipientTable/IRCSectionDesc03
IRS990ScheduleI/RecipientTable/IRCSectionDesc13
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt020000
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt130000
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO SUPPORT TEACHER AND SCHOOL RECOGNITION PROGRAMS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1TO HELP WITH DISASTER RELIEF EFFORTS FOR THE HSTA EDUCATORS OF THE MAUI WILDFIRES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ARIZONA EDUCATIONAL FOUNDATION INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1HAWAII STATE TEACHERS ASSOCIATION
IRS990ScheduleI/RecipientTable/RecipientEIN0942937109
IRS990ScheduleI/RecipientTable/RecipientEIN1990145127
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02100 N CENTRAL AVE SUITE 212
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11200 ALA KAPUNA STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0PHOENIX
IRS990ScheduleI/RecipientTable/USAddress/CityNm1HONOLULU
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0AZ
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1HI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd085004
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd196819
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 FOUNDATION'S BOARD OF DIRECTORS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt02
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TREASURER WILL REVIEW AND APPROVE THE FORM 990 PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION ADHERES TO THE SAME CONFLICT OF INTEREST POLICY THAT GOVERNS ITS RELATED ORGANIZATION, ARIZONA EDUCATION ASSOCIATION (AEA). ANNUALLY THE FOUNDATION 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 FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ARIZONA 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/AddressLine1Txt0345 E PALM LN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0PHOENIX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0AZ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd085004
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01238489
IRS990/TotalAssetsEOYAmt01458163
IRS990/TotalAssetsGrp/BOYAmt01238489
IRS990/TotalAssetsGrp/EOYAmt01458163
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0104677
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt021238
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt050844
IRS990/TotalFunctionalExpensesGrp/TotalAmt072082
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01238489
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01458163
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt050844
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt074144
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0178821
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01238489
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01458163
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0345 E PALM LANE
IRS990/USAddress/CityNm0PHOENIX
IRS990/USAddress/StateAbbreviationCd0AZ
IRS990/USAddress/ZIPCd085004
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.ARIZONAEA.ORG/HOME/28.HTM
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL AICONE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06022641775
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AEA FOUNDATION FOR TEACHING AND LEARNING
ReturnHeader/Filer/BusinessNameControlTxt0AEAF
ReturnHeader/Filer/EIN0860853865
ReturnHeader/Filer/PhoneNum06022641775
ReturnHeader/Filer/USAddress/AddressLine1Txt0345 E PALM LANE
ReturnHeader/Filer/USAddress/CityNm0PHOENIX
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085004
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390859910
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAKER TILLY ADVISORY GROUP LP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02055 E WARNER RD STE 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TEMPE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085284
ReturnHeader/PreparerPersonGrp/PhoneNum04808394900
ReturnHeader/PreparerPersonGrp/PreparationDt02025-06-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHARLYNN GARZA
ReturnHeader/ReturnTs02025-06-30T11:00:11-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-09-01
ReturnHeader/TaxPeriodEndDt02024-08-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,458,163
Liabilities
$0
Net assets
$1,458,163
Revenue
$178,821
Expenses
$72,082
Net income
$106,739
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$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
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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