Civic Intelligence

The Worth & Dot Howard Foundation

990 • Fiscal year 2014 • EIN 86-0984133

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 22, 2014

6191 North 29th Place85016-2138

(602) 852-0484

Siviq Scores

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

Liabilities / Assets

40th percentile

0.05x

Higher debt load relative to assets than 40% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

79th percentile

0.61x

Higher debt load relative to revenue than 79% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

49th percentile

2.4%

Higher net margin than 49% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

45th percentile

$51,095

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 24.6% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

53rd percentile

2.8%

Faster asset growth than 53% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

93rd percentile

94%

Faster revenue growth than 93% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2011 to 2014

Assets

Up

$2,392,595

Up $64,782 (+2.8%) from 2013

Net Assets

Up

$2,266,308

Up $51,863 (+2.3%) from 2013

Liabilities

Up

$126,287

Up $12,919 (+11%) from 2013

Revenue

$207,813

No earlier filing loaded for comparison.

Expenses

Up

$202,813

Up $18,109 (+9.8%) from 2013

Net Income

$5,000

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.

$3.0M$2.0M$1.0M$0Assets 2011: $2,238,186Liabilities 2011: $100,952Net Assets 2011: $2,137,2342011Assets 2012: $2,291,249Liabilities 2012: $99,574Net Assets 2012: $2,191,6752012Assets 2013: $2,327,813Liabilities 2013: $113,368Net Assets 2013: $2,214,4452013Assets 2014: $2,392,595Liabilities 2014: $126,287Net Assets 2014: $2,266,3082014Assets 2015: $2,083,829Liabilities 2015: $120,503Net Assets 2015: $1,963,3262015Assets 2016: $2,061,618Liabilities 2016: $114,086Net Assets 2016: $1,947,5322016Assets 2017: $1,875,396Liabilities 2017: $120,589Net Assets 2017: $1,754,8072017Assets 2018: $1,795,234Liabilities 2018: $118,730Net Assets 2018: $1,676,5042018Assets 2019: $1,776,485Liabilities 2019: $104,136Net Assets 2019: $1,672,3492019Assets 2020: $1,616,167Liabilities 2020: $88,041Net Assets 2020: $1,528,1262020Assets 2021: $2,009,651Liabilities 2021: $107,108Net Assets 2021: $1,902,5432021Assets 2022: $1,735,021Liabilities 2022: $97,522Net Assets 2022: $1,637,4992022Assets 2023: $1,896,992Liabilities 2023: $94,976Net Assets 2023: $1,802,0162023Assets 2024: $874,132Liabilities 2024: $113,184Net Assets 2024: $760,9482024

Highlighted filing

2014

Assets$2,392,595
Liabilities$126,287
Net Assets$2,266,308

Operations Trend

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

$400K$200K$0-$200KRevenue 2011: $28,469Expenses 2011: $174,206Net Income 2011: -$145,7372011Expenses 2012: $172,8832012Expenses 2013: $184,7042013Revenue 2014: $207,813Expenses 2014: $202,813Net Income 2014: $5,0002014Revenue 2015: $92,666Expenses 2015: $194,057Net Income 2015: -$101,3912015Revenue 2016: $360,492Expenses 2016: $189,947Net Income 2016: $170,5452016Revenue 2017: $63,154Expenses 2017: $197,704Net Income 2017: -$134,5502017Revenue 2018: $23,368Expenses 2018: $186,957Net Income 2018: -$163,5892018Revenue 2019: $36,429Expenses 2019: $169,429Net Income 2019: -$133,0002019Revenue 2020: $99,442Expenses 2020: $164,112Net Income 2020: -$64,6702020Revenue 2021: $39,654Expenses 2021: $175,127Net Income 2021: -$135,4732021Revenue 2022: $50,834Expenses 2022: $150,726Net Income 2022: -$99,8922022Revenue 2023: $190,754Expenses 2023: $154,272Net Income 2023: $36,4822023Revenue 2024: $57,867Expenses 2024: $197,006Net Income 2024: -$139,1392024

Highlighted filing

2014

Revenue$207,813
Expenses$202,813
Net Income$5,000
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 22, 2014
Return Version
2013v3.1
Gross Receipts
$280,507
Mission and Program Overview

Mission

Grants to students bound for colleges and universities

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,305,322$2,279,491▼ $25,831
Savings and Temporary Cash Investments$13,859$106,150▲ $92,291
Accounts Receivable$5,664$5,664→ $0
Cash and Non-Interest-Bearing Accounts$2,968$1,290▼ $1,678
Total Assets$2,327,813$2,392,595▲ $64,782
Liabilities
Grants Payable$108,000$120,000▲ $12,000
Accounts Payable and Accrued Expenses$5,368$6,287▲ $919
Total Liabilities$113,368$126,287▲ $12,919
Net Assets / Fund Balance
Unrestricted Net Assets$2,214,445$2,266,308▲ $51,863
Total Net Assets Fund Balance$2,214,445$2,266,308▲ $51,863
Total Liabilities and Net Assets / Fund Balance$2,327,813$2,392,595▲ $64,782

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$2,026$2,026
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Alexandra AndersonPresidentFT$50,000$1,095$51,095

Board Members and Trustees

NameTitle
Mack E Tarwater EsqSec/treas
J Clinton MabieVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$207,813
Other Revenue
$0
Change in Net Assets
$5,000

Audited Revenue Reconciliation

Revenue per Audited Statements
$207,813
Revenue Not Reported on Form 990
$46,863
Total Revenue per Audited Statements
$254,676
Total Revenue per Form 990
$207,813
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$120,000
Salaries, Compensation, and Employee Benefits$54,920
Other Expenses$27,893
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$120,000--$120,000
Current Officers, Directors, Trustees, and Key Employees$40,000$10,000-$50,000
Fees for Services Accounting$7,775--$7,775
Payroll Taxes$3,060$765-$3,825
Fees for Services Legal$3,075--$3,075
Other Employee Benefits$876$219-$1,095
Office Expenses$1,070--$1,070
Other Expenses$32$15,941-$32
Total Functional Expenses$175,888$26,925$0$202,813

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$202,813
Total Expenses per Audited Statements$202,813
Total Expenses per Form 990$202,813
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-TreasurerLegal FeesNo$3,075
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
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, Page 6, Part VI, Line 11B

A draft of the 990 is mailed to each board member. They discuss any changes needed, validate the 990, and approve the 990 for submission to the irs.

Form 990, Page 6, Part VI, Line 12C

An interested person with any actual or possible conflict of interest must disclose the existence of financial interest and all related material facts to the directors and members of committees of the governing board. The board will discuss and determine whether a conflict exists and vote upon it. If the board discovers that a conflict on interest has not been disclosed, they investigate the circumstances, and take appropriate disciplinary and corrective action.

Form 990, Page 6, Part VI, Line 15A

The board conducts an annual review of compensation arragements and benefits based on competent survey information, and the result of arm's length bargaining at the board meeting.

Form 990, Page 6, Part VI, Line 19

Copies can be obtained upon request at the foundation's office or from the community foundation for southern arizona (cfsa) website (cfsoaz.org).

Filing and Contact Details

Filer

EIN
86-0984133
Phone
6028520484

Signing Officer

Name
Alexandra Anderson
Title
Executive Director
Phone
6028520484
Signed
2014-10-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alexandra Anderson
Formed
2000
Legal Domicile
Az
Voting Board Members
3
Independent Board Members
1
Employees
1
Volunteers
10

Preparer

Preparer
Timothy R Coffey
Phone
6022667505
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

There are nine volunteers that form a scholarship selection committee. They objectively select scholarship recipients using a rating system. Each scholarship recipient request is reviewed by five of the volunteers.

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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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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt024000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt130500
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt218500
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt34000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt48000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt51000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt61000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt71000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt81000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt96500
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt111000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt121000
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt191000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt201000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt214000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt222000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt231000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt242000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt251500
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt261000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10UNIVERSITY OF ARIZONA
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine11ARIZONA STATE UNIVERSITY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine12NORTHERN ARIZONA UNIVERSITY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine13BAYLOR UNIVERSITY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine14BRIGHAM YOUNG UNIVERSITY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine15CAL POLY SLO
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine16CATHOLIC UNIVERSITY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine17COLGATE UNIVERSITY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine18GEORGIA INSTITUTE OF TECHNOLGY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine19GRAND CANYON UNIVERSITY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine110MACALESTER COLLEGE
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine111JOHN HOPKINS UNIVERSITY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine112MASS INSTITUTE OF TECHNOLOGY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine113NEW MEXICO UNIVERSITY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine114POINT LOMA NAZARENE UNIVERSITY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine115POLYTECHNIC UNIVERSITY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine116UNIVERSITY OF CALIFORNIA BERKELEY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine117UNIVERSITY OF CALIFORNIA SB
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine118UNIVERSITY OF CALIFORNIA SD
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine119UNIVERSITY OF CHICAGO
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine120UNIVERSITY OF ILLINOIS
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine121UNIVERSITY OF MINNESOTA
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine122UNIVERSITY OF PENNSYLVANIA
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine123UNIVERSITY OF SOUTHERN CAL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine124UNIVERSITY OF SOUTHERN MISS
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine125UTAH VALLEY UNIVERSITY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine126WESTERN WASHINGTON UNIVERSITY
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd1true
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd26true
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IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd3true
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IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd5true
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd6true
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd7true
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd8true
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd9true
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd10true
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd11true
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd12true
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd13true
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd14true
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd15true
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IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd17true
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd18true
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd19true
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd20true
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IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd25true
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd26true
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt0120000
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt0202813
IRS990ScheduleD/NetUnrealizedGainsInvstAmt046863
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt02026
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt02026
IRS990ScheduleD/RevenueNotReportedAmt046863

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.87$0.11$0.76$0.06$0.20$0.14
2023Detailed filing. Detailed filing data is available for this year.$1.90$0.09$1.80$0.19$0.15$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.74$0.10$1.64$0.05$0.15$0.10
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.01$0.11$1.90$0.04$0.18$0.14
2020Detailed filing. Detailed filing data is available for this year.$1.62$0.09$1.53$0.10$0.16$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.78$0.10$1.67$0.04$0.17$0.13
2018Detailed filing. Detailed filing data is available for this year.$1.80$0.12$1.68$0.02$0.19$0.16
2017Summary only. Only limited summary data is available for this year.$1.88$0.12$1.75$0.06$0.20$0.13
2016Detailed filing. Detailed filing data is available for this year.$2.06$0.11$1.95$0.36$0.19$0.17
2015Detailed filing. Detailed filing data is available for this year.$2.08$0.12$1.96$0.09$0.19$0.10
2014Detailed filing. Detailed filing data is available for this year.$2.39$0.13$2.27$0.21$0.20$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.33$0.11$2.21$0.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.29$0.10$2.19$0.17
2011Summary only. Only limited summary data is available for this year.$2.24$0.10$2.14$0.03$0.17$0.15