Civic Intelligence

Arizona Entrepreneurs Organization Yeo - Arizona Chapter

990 • Fiscal year 2017 • EIN 86-0984924

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 15, 2017

7231 E Princess Blvd Ste 212Scottsdale, AZ 85255

(480) 596-8299

Siviq Scores

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

Liabilities / Assets

70th percentile

0.18x

Higher debt load relative to assets than 70% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

69th percentile

0.13x

Higher debt load relative to revenue than 69% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

70th percentile

13%

Higher net margin than 70% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

73rd percentile

$63,813

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 12.6% of source-year revenue.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

82nd percentile

27%

Faster asset growth than 82% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

23rd percentile

-9.5%

Faster revenue growth than 23% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Up

$370,945

Up $79,735 (+27%) from 2016

Net Assets

Up

$304,788

Up $13,578 (+4.7%) from 2016

Liabilities

Up

$66,157

Up $66,157 from 2016

Revenue

Down

$505,829

Down $53,043 (-9.5%) from 2016

Expenses

Down

$439,010

Down $101,263 (-19%) from 2016

Net Income

Up

$66,819

Up $48,220 (+259%) from 2016

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KAssets 2010: $117,645Liabilities 2010: $0Net Assets 2010: $117,6452010Assets 2011: $158,676Liabilities 2011: $0Net Assets 2011: $158,6762011Assets 2012: $142,520Liabilities 2012: $0Net Assets 2012: $142,5202012Assets 2013: $118,160Liabilities 2013: $8,500Net Assets 2013: $109,6602013Assets 2014: $236,635Liabilities 2014: $5,000Net Assets 2014: $231,6352014Assets 2015: $289,121Liabilities 2015: $16,510Net Assets 2015: $272,6112015Assets 2016: $291,210Liabilities 2016: $0Net Assets 2016: $291,2102016Assets 2017: $370,945Liabilities 2017: $66,157Net Assets 2017: $304,7882017Assets 2018: $408,548Liabilities 2018: $163,760Net Assets 2018: $244,7882018Assets 2019: $1,173,023Liabilities 2019: $937,677Net Assets 2019: $235,3462019Assets 2020: $919,834Liabilities 2020: $598,712Net Assets 2020: $321,1222020Assets 2021: $910,163Liabilities 2021: $1,003,607Net Assets 2021: -$93,4442021Assets 2022: $1,548,641Liabilities 2022: $1,150,738Net Assets 2022: $397,9032022Assets 2023: $1,723,089Liabilities 2023: $1,157,188Net Assets 2023: $565,9012023Assets 2024: $1,839,024Liabilities 2024: $1,181,669Net Assets 2024: $657,3552024Assets 2025: $1,736,446Liabilities 2025: $1,053,346Net Assets 2025: $683,1002025

Highlighted filing

2017

Assets$370,945
Liabilities$66,157
Net Assets$304,788

Operations Trend

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

$2.0M$1.0M$0-$1.0MRevenue 2010: $404,746Expenses 2010: $312,772Net Income 2010: $91,9742010Revenue 2011: $373,473Expenses 2011: $332,442Net Income 2011: $41,0312011Revenue 2012: $409,990Expenses 2012: $426,146Net Income 2012: -$16,1562012Expenses 2013: $493,2152013Revenue 2014: $613,606Expenses 2014: $489,891Net Income 2014: $123,7152014Revenue 2015: $614,139Expenses 2015: $573,163Net Income 2015: $40,9762015Revenue 2016: $558,872Expenses 2016: $540,273Net Income 2016: $18,5992016Revenue 2017: $505,829Expenses 2017: $439,010Net Income 2017: $66,8192017Revenue 2018: $646,724Expenses 2018: $706,724Net Income 2018: -$60,0002018Revenue 2019: $709,506Expenses 2019: $718,948Net Income 2019: -$9,4422019Revenue 2020: $1,238,464Expenses 2020: $1,064,223Net Income 2020: $174,2412020Revenue 2021: $641,255Expenses 2021: $1,055,280Net Income 2021: -$414,0252021Revenue 2022: $1,354,063Expenses 2022: $862,716Net Income 2022: $491,3472022Revenue 2023: $1,235,090Expenses 2023: $1,152,177Net Income 2023: $82,9132023Revenue 2024: $1,621,613Expenses 2024: $1,406,719Net Income 2024: $214,8942024Revenue 2025: $1,549,056Expenses 2025: $1,527,870Net Income 2025: $21,1862025

Highlighted filing

2017

Revenue$505,829
Expenses$439,010
Net Income$66,819
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 15, 2017
Return Version
2016v3.0
Gross Receipts
$505,829
Mission and Program Overview

Mission

Providing educational programs, resources and support to help entrepreneurs achieve their full potential. To move the world forward by unlocking the full potential of entrepreneurs and enabling transformational growth in our members lives.

Providing educational programs, resources and support to assist business owners under age 50 in building better business.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$291,210$304,788▲ $13,578
Savings and Temporary Cash Investments$217,811$277,921▲ $60,110
Cash and Non-Interest-Bearing Accounts$12,463$64,141▲ $51,678
Prepaid Expenses and Deferred Charges$53,240$22,966▼ $30,274
Accounts Receivable$7,696$5,916▼ $1,780
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$291,210$370,945▲ $79,735
Other Assets Total-$1-
Liabilities
Accounts Payable and Accrued Expenses-$36,106-
Other Liabilities-$30,051-
Total Liabilities$0$66,157▲ $66,157
Net Assets / Fund Balance
Total Net Assets Fund Balance$291,210$304,788▲ $13,578
Total Liabilities and Net Assets / Fund Balance$291,210$370,945▲ $79,735
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Melissa GroenAdministratorFT$63,813$63,813

Board Members and Trustees

NameTitle
JP DahdahPresident
Veronique JamesPresident Elect
Matt BlantonAccelerator
Dallin HarrisCommunications
Sheri SenderEO Ambassador
Scott MorrisonFinance
Dawn CartierForum
Mike PrivertIntegration
Jeremy YoungLearning
Michael CocanowerMembership
Steve LevineMy EO
Jack WeinerSocial
Barrett JacksonSpecial Events
Darlene RichertSponsorship
Revenue and Support

Revenue Composition

Contributions and Grants
$64,963
Program Service Revenue
$437,055
Investment Income
$110
Other Revenue
$3,701
All Other Contributions
$64,963
Change in Net Assets
$66,819
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$375,197
Salaries, Compensation, and Employee Benefits$63,813
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$63,813--$63,813
All Other Expenses$22,914$20,325-$43,239
Other Expenses$25,767$31,678-$25,767
Office Expenses-$19,682-$19,682
Fees for Services Accounting-$12,345-$12,345
Total Functional Expenses$354,980$84,030$0$439,010
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

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Prepaid Sponsorship$30,000
Amex CC$51
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
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, Line 11B: Form 990 Review Process

No review was or will be conducted.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Arizona Entrepreneurs Organization
EIN
86-0984924
Phone
4805968299
Address
7231 E Princess Blvd Ste 212, Scottsdale, AZ 85255

Signing Officer

Name
Elizabeth
Title
Hale
Signed
2017-11-15
Discuss with paid preparer
Yes

Organization Details

Formed
2000
Legal Domicile
Az
Voting Board Members
15
Independent Board Members
15
Employees
1

Preparer

Firm
Eecpa Plc
Address
7231 E Princess Blvd Ste 212, Scottsdale, AZ 85255
Preparer
Elizabeth Hale CPA
Phone
4805968299
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IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Providing educational programs, resources and support to assist business owners under age 50 in building better business.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0291210
IRS990/NetAssetsOrFundBalancesEOYAmt0304788
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NondeductibleContributionsInd0true
IRS990/NondeductibleContriDisclInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt019682
IRS990/OfficeExpensesGrp/TotalAmt019682
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt01
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Learning Events
IRS990/OtherExpensesGrp/Desc1Social Program
IRS990/OtherExpensesGrp/Desc2Program Fees
IRS990/OtherExpensesGrp/Desc3Membership
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt031678
IRS990/OtherExpensesGrp/ProgramServicesAmt0172505
IRS990/OtherExpensesGrp/ProgramServicesAmt169981
IRS990/OtherExpensesGrp/ProgramServicesAmt225767
IRS990/OtherExpensesGrp/TotalAmt0172505
IRS990/OtherExpensesGrp/TotalAmt169981
IRS990/OtherExpensesGrp/TotalAmt231678
IRS990/OtherExpensesGrp/TotalAmt325767
IRS990/OtherLiabilitiesGrp/EOYAmt030051
IRS990/OtherRevenueTotalAmt03701
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt053240
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt022966
IRS990/PriorPeriodAdjustmentsAmt0-53241
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0Alchemy - Scottsdale
IRS990/ProgramServiceRevenueGrp/Desc1EO Dues
IRS990/ProgramServiceRevenueGrp/Desc2Global Revenue
IRS990/ProgramServiceRevenueGrp/Desc3Key Executive Forum
IRS990/ProgramServiceRevenueGrp/Desc4Key Executive Yearly
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt025597
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1381005
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt215235
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt32500
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt49258
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt025597
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1381005
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt215235
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt32500
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt49258
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0182325
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt081
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0443593
IRS990/PYOtherRevenueAmt06725
IRS990/PYProgramServiceRevenueAmt0369741
IRS990/PYRevenuesLessExpensesAmt018599
IRS990/PYSalariesCompEmpBnftPaidAmt096680
IRS990/PYTotalExpensesAmt0540273
IRS990/PYTotalRevenueAmt0558872
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt066819
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0291210
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0304788
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0217811
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0277921
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt092500
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt0150000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt0135000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt0132500
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt0104250
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0614250
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt064963
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0182325
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0188403
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0215578
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0136353
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0787622
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0110
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt081
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt037
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt025
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0108
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0361
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0437055
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0369741
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0413541
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0383178
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0323894
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01927409
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0110
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt081
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt037
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt025
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0108
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0361
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/InvestmentIncomePYPct00.00050
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt03701
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt06725
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt05407
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt014825
IRS990ScheduleA/OtherIncome509Grp/TotalAmt030658
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.76500
IRS990ScheduleA/PublicSupportPY509Pct00.76040
IRS990ScheduleA/PublicSupportTotal509Amt02100781

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.74$1.05$0.68$1.55$1.53$0.02
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.84$1.18$0.66$1.62$1.41$0.21
2023Detailed filing. Detailed filing data is available for this year.$1.72$1.16$0.57$1.24$1.15$0.08
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.55$1.15$0.40$1.35$0.86$0.49
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.91$1.00$0.09$0.64$1.06$0.41
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.92$0.60$0.32$1.24$1.06$0.17
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.17$0.94$0.24$0.71$0.72$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.41$0.16$0.24$0.65$0.71$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.37$0.07$0.30$0.51$0.44$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.56$0.54$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.29$0.02$0.27$0.61$0.57$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.24$0.01$0.23$0.61$0.49$0.12
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.12$0.01$0.11$0.49
2012Summary only. Only limited summary data is available for this year.$0.14$0.00$0.14$0.41$0.43$0.02
2011Summary only. Only limited summary data is available for this year.$0.16$0.00$0.16$0.37$0.33$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.12$0.00$0.12$0.40$0.31$0.09