Civic Intelligence

Arizona Waldorf Scholarship Foundation

990 • Fiscal year 2013 • EIN 86-0974848

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 05, 2014

Organization ProfileN/A
3349 East Presidio Rd85716

(520) 325-5514

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Higher debt load relative to assets than 57% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

58th percentile

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

92nd percentile

51%

Higher net margin than 92% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

92nd percentile

113%

Faster asset growth than 92% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

91st percentile

84%

Faster revenue growth than 91% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$246,823

Up $131,074 (+113%) from 2012

Net Assets

Up

$246,375

Up $139,001 (+129%) from 2012

Liabilities

Down

$448

Down $7,927 (-95%) from 2012

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin92nd percentile

Revenue

Up

$270,958

Up $123,858 (+84%) from 2012

Expenses

Up

$131,957

Up $27,690 (+27%) from 2012

Net Income

Up

$139,001

Up $96,168 (+225%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

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

$600K$400K$200K$0Assets 2010: $69,642Liabilities 2010: $0Net Assets 2010: $69,6422010Assets 2011: $65,788Liabilities 2011: $997Net Assets 2011: $64,7912011Assets 2012: $115,749Liabilities 2012: $8,375Net Assets 2012: $107,3742012Assets 2013: $246,823Liabilities 2013: $448Net Assets 2013: $246,3752013Assets 2014: $393,489Liabilities 2014: $17,068Net Assets 2014: $376,4212014Assets 2015: $347,226Liabilities 2015: $6,500Net Assets 2015: $340,7262015Assets 2016: $325,689Liabilities 2016: $1,715Net Assets 2016: $323,9742016Assets 2017: $374,299Liabilities 2017: $7,723Net Assets 2017: $366,5762017Assets 2018: $511,969Liabilities 2018: $6,321Net Assets 2018: $505,6482018Assets 2019: $438,969Liabilities 2019: $178Net Assets 2019: $438,7912019Assets 2020: $386,998Liabilities 2020: $1,358Net Assets 2020: $385,6402020Assets 2021: $332,796Liabilities 2021: $432Net Assets 2021: $332,3642021Assets 2022: $57,931Liabilities 2022: $0Net Assets 2022: $57,9312022Assets 2023: $52,765Liabilities 2023: $0Net Assets 2023: $52,7652023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2013

Assets$246,823
Liabilities$448
Net Assets$246,375
Open 2013 Filing

Operations Trend

Revenue Growth91st percentile

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

$1.0M$500K$0-$500KRevenue 2010: $124,350Expenses 2010: $164,388Net Income 2010: -$40,0382010Revenue 2011: $162,801Expenses 2011: $153,910Net Income 2011: $8,8912011Revenue 2012: $147,100Expenses 2012: $104,267Net Income 2012: $42,8332012Revenue 2013: $270,958Expenses 2013: $131,957Net Income 2013: $139,0012013Revenue 2014: $394,197Expenses 2014: $264,154Net Income 2014: $130,0432014Revenue 2015: $254,644Expenses 2015: $307,406Net Income 2015: -$52,7622015Revenue 2016: $334,789Expenses 2016: $351,541Net Income 2016: -$16,7522016Revenue 2017: $440,734Expenses 2017: $398,132Net Income 2017: $42,6022017Revenue 2018: $805,471Expenses 2018: $666,399Net Income 2018: $139,0722018Revenue 2019: $491,315Expenses 2019: $558,172Net Income 2019: -$66,8572019Revenue 2020: $478,043Expenses 2020: $531,194Net Income 2020: -$53,1512020Revenue 2021: $420,825Expenses 2021: $474,101Net Income 2021: -$53,2762021Revenue 2022: $136Expenses 2022: $274,569Net Income 2022: -$274,4332022Revenue 2023: $52Expenses 2023: $5,218Net Income 2023: -$5,1662023Revenue 2024: $0Expenses 2024: $52,765Net Income 2024: -$52,7652024

Highlighted filing

2013

Revenue$270,958
Expenses$131,957
Net Income$139,001
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 5, 2014
Return Version
2013v3.0
Gross Receipts
$270,958
Mission and Program Overview

Mission

Arizona waldorf scholarship foundation was incorporated for the sole purpose of implementing the private school tuition tax credit law passed and signed into law in 1997 as a.r.s. Section 43-1089. Arizona waldorf scholarship foundation is certified by the arizona department of revenue to collect individual donations for private schools under a.r.s. Section 43-1089 and corporate donations under a.r.s sections 43-1183 (corporate income tax tuition credit).

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$22,778$87,289▲ $64,511
Total Assets$115,750$246,823▲ $131,073
Other Assets Total$92,972$159,534▲ $66,562
Liabilities
Accounts Payable and Accrued Expenses$8,376$448▼ $7,928
Total Liabilities$8,376$448▼ $7,928
Net Assets / Fund Balance
Unrestricted Net Assets$107,374$246,375▲ $139,001
Total Net Assets Fund Balance$107,374$246,375▲ $139,001
Total Liabilities and Net Assets / Fund Balance$115,750$246,823▲ $131,073

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$70,378--
Compensation and Service Providers
Top Officer Pay73rd percentile

Board Members and Trustees

NameTitle
Grant AndersonPresident/treas.
John HudakVice President
Tom McgrealSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$270,958
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$270,958
Change in Net Assets
$139,001
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$123,584
Other Expenses$8,373
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$123,584--$123,584
Other Expenses-$3,072-$3,072
Office Expenses-$2,582-$2,582
Fees for Services Accounting-$1,763-$1,763
Advertising-$956-$956
Total Functional Expenses$123,584$8,373$0$131,957
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
86-0729122-501(c)(3)Scholarships for School Tuition.$123,084
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 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 A, Line 8B

“The organization does not have committees due to the limited size of the board of directors.”

Form 990, Part VI, Section B, Line 11

“The form 990 is emailed to the current board members for review prior to filing with the irs.”

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

“Officers and directors disclose conflicts of interest at the time of pertinent discussions. The information is not collected annually but as the need arises indicating a potential conflict of interest.”

Form 990, Part VI, Section C, Line 19

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

Filing and Contact Details

Filer

EIN
86-0974848
Phone
5203255514

Signing Officer

Name
Grant Anderson
Title
Treasurer
Phone
5203255514
Signed
2014-11-05
Discuss with paid preparer
Yes

Organization Details

Formed
1999
Legal Domicile
Az
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Preparer
Paul Addington CPA
Phone
5208871120
Raw XML Appendix299 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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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt01. EACH SCHOOL ADMINISTRATOR IS RESPONSIBLE TO VERIFY THAT THE STUDENT RECEIVING THE SCHOLARSHIP IS ENROLLED IN THEIR SCHOOL BEFORE THE STUDENT/PARENT CAN FILL OUT AN APPLICATION FOR SCHOLARSHIP FUNDS. 2. EACH SCHOOL ADMINISTRATOR IS RESPONSIBLE TO HAVE THE STUDENT'S PARENT FILL OUT AN APPLICATION DETAILING THE STUDENT'S NEED FOR THE SCHOLARSHIP FUNDING. 3. ONCE A STUDENT IS ALLOCATED SCHOLARSHIP FUNDING, THE SCHOOL ADMINISTRATOR IS RESPONSIBLE TO MAKE SURE SCHOLARSHIP FUNDING IS USED TOWARDS THE STUDENT'S SCHOOL TUITION BASED ON THE STATE OF ARIZONA GUIDELINES FOR THE PRIVATE SCHOOL TAX CREDIT PROGRAM. THE SCHOOL ADMINISTRATOR SIGNS OFF THE USE OF THE SCHOLARSHIP MONEY. 4. ALL CHECKS WRITTEN FOR THE STUDENT'S SCHOLARSHIP FUNDING WILL BE WRITTEN TO THE SCHOOL AND IT IS NOT TO BE WRITTEN TO ANY SPECIFIC INDIVIDUAL OR STUDENT. 5. TRAINING AND GUIDANCE HAS BEEN GIVEN TO ALL PARTICIPATING SCHOOLS REGARDING THE USE OF THE SCHOLARSHIP FUNDING. 6. IF THE STUDENT, WHO HAS BEEN AWARDED THE SCHOLARSHIP FUNDING, IS NOT ABLE TO USE THE ENTIRE OR A PORTION OF THE SCHOLARSHIP FUNDING FOR HIS/HER TUITION, THEN PARTICIPATING SCHOOLS HAVE THE FOLLOWING OPTIONS WHEN IT COMES TO USING THE NON-USE PORTION OF THE FUNDING: A) AT THE GUIDANCE OF THE SCHOOL ADMINISTRATOR, IF THE STUDENT CONTINUES, ENROLLS, AND ATTENDS ANOTHER ELIGIBLE SCHOOL BASED ON THE STATE OF ARIZONA GUIDELINES, THE NON-USED PORTION OF THE SCHOLARSHIP MAY FOLLOW THE STUDENT TO THE ELIGIBLE SCHOOL TO BE USED TOWARDS THE STUDENT'S TUITION, B) IF THE STUDENT IS NOT ABLE TO USE THE REMAINING PORTION OF THE SCHOLARSHIP FUNDING, AT THE GUIDANCE OF THE SCHOOL ADMINISTRATOR, THE NON-USED PORTION MAY BE USED TO HELP ANOTHER STUDENT WHO HAS FOLLOWED THE SCHOOL'S AND SAFE LUTHERAN PROCEDURES, C) THE SCHOOL CAN RETURN THE NON-USED PORTION OF THE SCHOLARSHIP FUNDING TO SAFE LUTHERAN TO BE USED FOR FUNDING ANOTHER STUDENT AT ANOTHER PARTICIPATING SCHOOL.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DOES NOT HAVE COMMITTEES DUE TO THE LIMITED SIZE OF THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS EMAILED TO THE CURRENT BOARD MEMBERS FOR REVIEW PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OFFICERS AND DIRECTORS DISCLOSE CONFLICTS OF INTEREST AT THE TIME OF PERTINENT DISCUSSIONS. THE INFORMATION IS NOT COLLECTED ANNUALLY BUT AS THE NEED ARISES INDICATING A POTENTIAL CONFLICT OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES IT GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST TO THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
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IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt08376
IRS990/TotalLiabilitiesEOYAmt0448
IRS990/TotalLiabilitiesGrp/BOYAmt08376
IRS990/TotalLiabilitiesGrp/EOYAmt0448
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0107374
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0246375
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0123584
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0270958
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0115750
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0246823
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0107374
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0246375
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine103349 EAST PRESIDIO RD
IRS990/USAddress/City0TUCSON
IRS990/USAddress/State0AZ
IRS990/USAddress/ZIPCode085716
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GRANT ANDERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05203255514
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine10ARIZONA WALDORF SCHOLARSHIP FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ARIZ
ReturnHeader/Filer/EIN0860974848
ReturnHeader/Filer/PhoneNum05203255514
ReturnHeader/Filer/USAddress/AddressLine103349 EAST PRESIDIO RD
ReturnHeader/Filer/USAddress/City0TUCSON
ReturnHeader/Filer/USAddress/State0AZ
ReturnHeader/Filer/USAddress/ZIPCode085716
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0861010758
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10ADDINGTON & ASSOCIATES PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine105431 N ORACLE RD SUITE 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0TUCSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode085704
ReturnHeader/PreparerPersonGrp/PhoneNum05208871120
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL ADDINGTON CPA
ReturnHeader/ReturnTs02014-11-05T11:18:06-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$246,823
Liabilities
$448
Net assets
$246,375
Revenue
$270,958
Expenses
$131,957
Net income
$139,001
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.53$0.53
2023Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.00$0.05$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.00$2.75$2.74
2021Detailed filing. Detailed filing data is available for this year.$3.33$0.00$3.32$4.21$4.74$0.53
2020Detailed filing. Detailed filing data is available for this year.$3.87$0.01$3.86$4.78$5.31$0.53
2019Detailed filing. Detailed filing data is available for this year.$4.39$0.00$4.39$4.91$5.58$0.67
2018Detailed filing. Detailed filing data is available for this year.$5.12$0.06$5.06$8.05$6.66$1.39
2017Detailed filing. Detailed filing data is available for this year.$3.74$0.08$3.67$4.41$3.98$0.43
2016Detailed filing. Detailed filing data is available for this year.$3.26$0.02$3.24$3.35$3.52$0.17
2015Detailed filing. Detailed filing data is available for this year.$3.47$0.07$3.41$2.55$3.07$0.53
2014Detailed filing. Detailed filing data is available for this year.$3.93$0.17$3.76$3.94$2.64$1.30
2013Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.46$2.71$1.32$1.39
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.16$0.08$1.07$1.47$1.04$0.43
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.66$0.01$0.65$1.63$1.54$0.09
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.70$0.00$0.70$1.24$1.64$0.40