Civic Intelligence

The Worth & Dot Howard Foundation

990 • Fiscal year 2023 • EIN 86-0984133

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 25, 2024

Organization ProfileN/A
1934 E Redfield RdTempe, AZ 85283

(602) 803-3088

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.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

80th percentile

0.50x

Higher debt load relative to revenue than 80% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

73rd percentile

19%

Higher net margin than 73% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

49th percentile

$55,000

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 28.8% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

62nd percentile

9.3%

Faster asset growth than 62% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

97th percentile

275%

Faster revenue growth than 97% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets47th percentile

Assets

Up

$1,896,992

Up $161,971 (+9.3%) from 2022

Net Assets

Up

$1,802,016

Up $164,517 (+10%) from 2022

Liabilities

Down

$94,976

Down $2,546 (-2.6%) from 2022

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin73rd percentile

Revenue

Up

$190,754

Up $139,920 (+275%) from 2022

Expenses

Up

$154,272

Up $3,546 (+2.4%) from 2022

Net Income

Up

$36,482

Up $136,374 (+137%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth62nd 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

2023

Assets$1,896,992
Liabilities$94,976
Net Assets$1,802,016
Open 2023 Filing

Operations Trend

Revenue Growth97th 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

2023

Revenue$190,754
Expenses$154,272
Net Income$36,482
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 25, 2024
Return Version
2022v5.0
Gross Receipts
$266,585
Mission and Program Overview

Mission

Grants to students bound for colleges and universities

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,720,683$1,772,888▲ $52,205
Savings and Temporary Cash Investments$4,889$115,907▲ $111,018
Cash and Non-Interest-Bearing Accounts$7,937$6,685▼ $1,252
Prepaid Expenses and Deferred Charges$1,512--
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$1,735,021$1,896,992▲ $161,971
Other Assets Total$0$1,512▲ $1,512
Liabilities
Grants Payable$92,500$90,000▼ $2,500
Accounts Payable and Accrued Expenses$5,022$4,976▼ $46
Total Liabilities$97,522$94,976▼ $2,546
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,637,499$1,802,016▲ $164,517
Total Net Assets Fund Balance$1,637,499$1,802,016▲ $164,517
Total Liabilities and Net Assets / Fund Balance$1,735,021$1,896,992▲ $161,971

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,342-$1,342
Other Land Buildings$-1,342$2,382$1,040
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleBaseOtherTotal
Alexandra AndersonPresident$50,000$5,000$55,000

Board Members and Trustees

NameTitle
Jenny FlynnVice-president
Mack TarwaterSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$190,754
Other Revenue
$0
Change in Net Assets
$36,482
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$85,000
Salaries, Compensation, and Employee Benefits$53,846
Other Expenses$15,426
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$85,000--$85,000
Current Officers, Directors, Trustees, and Key Employees$40,000$10,000-$50,000
Fees for Services Legal-$7,453-$7,453
Fees for Services Management-$7,007-$7,007
Payroll Taxes$3,077$769-$3,846
Fees for Services Accounting-$795-$795
Office Expenses$99--$99
Other Expenses-$72-$72
Total Functional Expenses$128,176$26,096$0$154,272
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 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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“A draft of the form 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, Part VI, Section B, 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, Part VI, Section B, Line 15A

“Compensation process for top official - the board conducts an annual review of compensation arrangements and benefits based on comparable survey information.”

Form 990, Part VI, Section C, Line 19

“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
The Worth & Dot Howard Foundation
EIN
86-0984133
Phone
6028033088
Address
1934 E REDFIELD RD, TEMPE, AZ 85283

Signing Officer

Name
Alexandra Anderson
Title
President
Phone
6028520484
Signed
2024-11-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alexandra Anderson
Formed
2000
Legal Domicile
Az
Voting Board Members
3
Independent Board Members
2
Employees
1
Volunteers
6

Preparer

Firm
Baker Tilly Advisory Group Lp
Address
2055 E WARNER RD STE 101, TEMPE, AZ 85284
Preparer
Colette Kamps CPA
Phone
4808394900
Raw XML Appendix363 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/ExplanationTxt0THE FOUNDATION HAS A SCHOLARSHIP SELECTION COMMITTEE THAT REVIEWS SCHOLARSHIP APPLICATIONS. BASED ON A RATING SYSTEM, THE COMMITTEE RECOMMENDS APPROVALS TO THE BOARD OF DIRECTORS. A SCHEDULE OF ALL SCHOLARSHIPS AWARDED EACH YEAR IS MAINTAINED. SCHOLARSHIP CHECKS ARE MAILED DIRECTLY TO THE UNIVERSITY OR COLLEGE THAT THE SCHOLARSHIP RECIPIENT IS ATTENDING.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A DRAFT OF THE FORM 990 IS MAILED TO EACH BOARD MEMBER. THEY DISCUSS ANY CHANGES NEEDED, VALIDATE THE 990, AND APPROVE THE 990 FOR SUBMISSION TO THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AN 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/ExplanationTxt2COMPENSATION PROCESS FOR TOP OFFICIAL - THE BOARD CONDUCTS AN ANNUAL REVIEW OF COMPENSATION ARRANGEMENTS AND BENEFITS BASED ON COMPARABLE SURVEY INFORMATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FOUNDATION 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 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0COMMUNITY FOUNDATION FOR SOUTHERN ARIZONA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0942681765
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0AZ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CHARITABLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt05049 E BROADWAY BLVD SUITE 201
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0TUCSON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0AZ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd085711
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd01
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01735021
IRS990/TotalAssetsEOYAmt01896992
IRS990/TotalAssetsGrp/BOYAmt01735021
IRS990/TotalAssetsGrp/EOYAmt01896992
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt026096
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0128176
IRS990/TotalFunctionalExpensesGrp/TotalAmt0154272
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt097522
IRS990/TotalLiabilitiesEOYAmt094976
IRS990/TotalLiabilitiesGrp/BOYAmt097522
IRS990/TotalLiabilitiesGrp/EOYAmt094976
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01637499
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01802016
IRS990/TotalOtherCompensationAmt05000
IRS990/TotalProgramServiceExpensesAmt0128176
IRS990/TotalReportableCompFromOrgAmt050000
IRS990/TotalRevenueGrp/ExclusionAmt0190754
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0190754
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01735021
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01896992
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt06191 NORTH 29TH PLACE
IRS990/USAddress/CityNm0PHOENIX
IRS990/USAddress/StateAbbreviationCd0AZ
IRS990/USAddress/ZIPCd085016
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ALEXANDRA ANDERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06028520484
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE WORTH & DOT HOWARD FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WORT
ReturnHeader/Filer/EIN0860984133
ReturnHeader/Filer/PhoneNum06028033088
ReturnHeader/Filer/USAddress/AddressLine1Txt01934 E REDFIELD RD
ReturnHeader/Filer/USAddress/CityNm0TEMPE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085283
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
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/PreparationDt02024-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0COLETTE KAMPS CPA
ReturnHeader/ReturnTs02024-11-25T12:31:22-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,896,992
Liabilities
$94,976
Net assets
$1,802,016
Revenue
$190,754
Expenses
$154,272
Net income
$36,482
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