Civic Intelligence

The Worth & Dot Howard Foundation

990 • Fiscal year 2021 • EIN 86-0984133

Jul 01, 2020 to Jun 30, 2021 • Filed on Jan 13, 2021

Organization ProfileN/A
6191 North 29th PlacePhoenix, AZ 85001

(602) 852-0484

Siviq Scores

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

Liabilities / Assets

47th percentile

0.05x

Higher debt load relative to assets than 47% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

93rd percentile

2.70x

Higher debt load relative to revenue than 93% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

1st percentile

-342%

Higher net margin than 1% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

47th percentile

$47,613

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 120.1% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

73rd percentile

24%

Faster asset growth than 73% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

3rd percentile

-60%

Faster revenue growth than 3% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets47th percentile

Assets

Up

$2,009,651

Up $393,484 (+24%) from 2020

Net Assets

Up

$1,902,543

Up $374,417 (+25%) from 2020

Liabilities

Up

$107,108

Up $19,067 (+22%) from 2020

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin1st percentile

Revenue

Down

$39,654

Down $59,788 (-60%) from 2020

Expenses

Up

$175,127

Up $11,015 (+6.7%) from 2020

Net Income

Down

-$135,473

Down $70,803 (-109%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

2021

Assets$2,009,651
Liabilities$107,108
Net Assets$1,902,543
Open 2021 Filing

Operations Trend

Revenue Growth3rd percentile

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

2021

Revenue$39,654
Expenses$175,127
Net Income-$135,473
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Jan 13, 2021
Return Version
2020v4.0
Gross Receipts
$330,761
Mission and Program Overview

Mission

Grants to students bound for colleges and universities

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,607,561$1,885,835▲ $278,274
Savings and Temporary Cash Investments$3,219$119,861▲ $116,642
Cash and Non-Interest-Bearing Accounts$2,209$2,443▲ $234
Prepaid Expenses and Deferred Charges$3,178$1,512▼ $1,666
Total Assets$1,616,167$2,009,651▲ $393,484
Liabilities
Grants Payable$81,000$99,000▲ $18,000
Accounts Payable and Accrued Expenses$7,041$8,108▲ $1,067
Total Liabilities$88,041$107,108▲ $19,067
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,528,126$1,902,543▲ $374,417
Total Net Assets Fund Balance$1,528,126$1,902,543▲ $374,417
Total Liabilities and Net Assets / Fund Balance$1,616,167$2,009,651▲ $393,484
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Alexandra AndersonPresidentFT$45,833$1,780$47,613

Board Members and Trustees

NameTitle
Mack E Tarwater EsqSecretary/tr
Mark MontoyaVice-preside
Revenue and Support

Revenue Composition

Contributions and Grants
$1,000
Program Service Revenue
$0
Investment Income
$38,654
Other Revenue
$0
All Other Contributions
$1,000
Change in Net Assets
$-135,473
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$98,000
Salaries, Compensation, and Employee Benefits$51,119
Other Expenses$26,008
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$98,000--$98,000
Current Officers, Directors, Trustees, and Key Employees$33,329$14,284-$47,613
Fees for Services Accounting-$9,567-$9,567
Payroll Taxes$2,805$701-$3,506
Office Expenses$1,777--$1,777
Fees for Services Legal-$925-$925
Other Expenses-$87-$87
Total Functional Expenses$135,911$39,216$0$175,127
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
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
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
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

“Personnel and finance committee members from the community foundation for southern arizona review form 990 prior to filing.”

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 of 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 arrangements 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

Filer Name
The Worth & Dot Howard Foundation
EIN
86-0984133
Phone
6028520484
Address
6191 NORTH 29TH PLACE, PHOENIX, AZ 85001

Signing Officer

Name
Mark Montoya
Title
Vice-president
Phone
6028520484
Signed
2021-01-13

Organization Details

Principal Officer
Alexandra Anderson
Formed
2000
Legal Domicile
Az
Voting Board Members
3
Independent Board Members
2
Employees
1
Volunteers
9

Preparer

Firm
Ludwig Klewer & Rudner Pllc
Address
4783 E CAMP LOWELL DR, TUCSON, AZ 85712
Preparer
Julie S Klewer CPA
Phone
5205450500
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 receipients using a rating system. Each scholarship recipient request is reviewed by five of the volunteers”

Raw XML Appendix352 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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0PREPARATION OF THE 990 WAS TRANSFERRED TO A NEW FIRM DURING THE YEAR ENDED 6/30/21. IT WAS DISCOVERED THAT SCHEDULE A, PART I, LINE 12 WAS INCORRECTLY COMPLETED IN YEARS PRIOR TO 6/30/21 BY MARKING SCHEDULE A, PART I, LINES 12C AND 12E. THE WORTH AND DOT HOWARD FOUNDATION WAS ORGANIZED AS, AND REMAINS, A TYPE I SUPPORTING ORGANIZATION. SCHEDULE A HAS BEEN CORRECTED TO PROPERLY REFLECT THE ORGANIZATION AS A TYPE I SUPPORTING ORGANIZATION.
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0COLLEGE SCHOLARSHIPS
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0SCHOLARSHIP CHECKS ARE MAILED DIRECTLY TO THE COLLEGE. THE FUNDS ARE AT THE DISCRETION OF THE COLLEGE AS TO DISBURSING TO COVER THE RECIPIENT TUITION AND FEES TO ATTEND THE COLLEGE.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE ARE NINE VOLUNTEERS THAT FORM A SCHOLARSHIP SELECTION COMMITTEE. THEY OBJECTIVELY SELECT SCHOLARSHIP RECEIPIENTS USING A RATING SYSTEM. EACH SCHOLARSHIP RECIPIENT REQUEST IS REVIEWED BY FIVE OF THE VOLUNTEERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PERSONNEL AND FINANCE COMMITTEE MEMBERS FROM THE COMMUNITY FOUNDATION FOR SOUTHERN ARIZONA REVIEW FORM 990 PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AN 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 OF INTEREST HAS NOT BEEN DISCLOSED, THEY INVESTIGATE THE CIRCUMSTANCES, AND TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD CONDUCTS AN ANNUAL REVIEW OF COMPENSATION ARRANGEMENTS AND BENEFITS BASED ON COMPETENT SURVEY INFORMATION, AND THE RESULT OF ARM'S LENGTH BARGAINING AT THE BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COPIES CAN BE OBTAINED UPON REQUEST AT THE FOUNDATION'S OFFICE OR FROM THE COMMUNITY FOUNDATION FOR SOUTHERN ARIZONA (CFSA) WEBSITE (CFSOAZ.ORG)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
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ReturnHeader/BuildTS02022-05-20 13:21:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK MONTOYA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE-PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06028520484
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-01-13
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ReturnHeader/PreparerPersonGrp/PreparationDt02022-01-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIE S KLEWER CPA
ReturnHeader/ReturnTs02022-01-14T10:58:36-06:00
ReturnHeader/ReturnTypeCd0990
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ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MONTOYA
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,009,651
Liabilities
$107,108
Net assets
$1,902,543
Revenue
$39,654
Expenses
$175,127
Net income
-$135,473
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
2021Detailed filing. Detailed filing data is available for this year.$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