Civic Intelligence

Arizona Grantmakers Forum

990 • Fiscal year 2014 • EIN 86-1040394

Jan 01, 2014 to Dec 31, 2014 • Filed on Aug 21, 2015

2201 E Camelback Road 405BPhoenix, AZ 85016

(602) 977-2756

Siviq Scores

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

Liabilities / Assets

76th percentile

0.10x

Higher debt load relative to assets than 76% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

84th percentile

0.15x

Higher debt load relative to revenue than 84% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

47th percentile

2.0%

Higher net margin than 47% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

98th percentile

$102,739

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 37.7% of source-year revenue.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

61st percentile

8.7%

Faster asset growth than 61% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

56th percentile

5.8%

Faster revenue growth than 56% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$403,293

Up $32,199 (+8.7%) from 2013

Net Assets

Up

$362,746

Up $15,684 (+4.5%) from 2013

Liabilities

Up

$40,547

Up $16,515 (+69%) from 2013

Revenue

Up

$272,459

Up $14,826 (+5.8%) from 2013

Expenses

Down

$267,119

Down $17,520 (-6.2%) from 2013

Net Income

Up

$5,340

Up $32,346 (+120%) from 2013

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $353,298Liabilities 2011: $59,073Net Assets 2011: $294,2252011Assets 2012: $381,668Liabilities 2012: $36,531Net Assets 2012: $345,1372012Assets 2013: $371,094Liabilities 2013: $24,032Net Assets 2013: $347,0622013Assets 2014: $403,293Liabilities 2014: $40,547Net Assets 2014: $362,7462014Assets 2015: $347,184Liabilities 2015: $19,509Net Assets 2015: $327,6752015Assets 2016: $381,276Liabilities 2016: $40,616Net Assets 2016: $340,6602016Assets 2017: $413,844Liabilities 2017: $57,259Net Assets 2017: $356,5852017Assets 2018: $1,387,481Liabilities 2018: $54,001Net Assets 2018: $1,333,4802018Assets 2019: $1,344,860Liabilities 2019: $57,463Net Assets 2019: $1,287,3972019Assets 2020: $1,004,566Liabilities 2020: $84,996Net Assets 2020: $919,5702020Assets 2021: $886,067Liabilities 2021: $89,904Net Assets 2021: $796,1632021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2014

Assets$403,293
Liabilities$40,547
Net Assets$362,746

Operations Trend

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

$2.0M$1.0M$0-$1.0MExpenses 2011: $249,1012011Expenses 2012: $255,8852012Revenue 2013: $257,633Expenses 2013: $284,639Net Income 2013: -$27,0062013Revenue 2014: $272,459Expenses 2014: $267,119Net Income 2014: $5,3402014Revenue 2015: $214,197Expenses 2015: $246,169Net Income 2015: -$31,9722015Revenue 2016: $304,887Expenses 2016: $286,075Net Income 2016: $18,8122016Revenue 2017: $317,934Expenses 2017: $309,120Net Income 2017: $8,8142017Revenue 2018: $1,338,315Expenses 2018: $328,230Net Income 2018: $1,010,0852018Revenue 2019: $461,138Expenses 2019: $549,880Net Income 2019: -$88,7422019Revenue 2020: $368,740Expenses 2020: $752,323Net Income 2020: -$383,5832020Revenue 2021: $375,484Expenses 2021: $509,215Net Income 2021: -$133,7312021Revenue 2022: $309,042Expenses 2022: $1,070,776Net Income 2022: -$761,7342022

Highlighted filing

2014

Revenue$272,459
Expenses$267,119
Net Income$5,340
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Aug 21, 2015
Return Version
2014v5.0
Gross Receipts
$274,763
Mission and Program Overview

Mission

To encourage, assist, promote private philanthropy to increase the awareness, appreciation, effectiveness of private philanthropy by providing information, networking opportunities, technical assistance, related services to private foundations, trusts, corporations, endowed community foundations, government, individuals.

To increase, enhance and improve philanthropy in arizona.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$231,533$242,149▲ $10,616
Savings and Temporary Cash Investments$100,586$98,695▼ $1,891
Cash and Non-Interest-Bearing Accounts$38,359$62,031▲ $23,672
Prepaid Expenses and Deferred Charges$274$293▲ $19
Accounts Receivable$342$125▼ $217
Total Assets$371,094$403,293▲ $32,199
Liabilities
Deferred Revenue$10,260$31,030▲ $20,770
Accounts Payable and Accrued Expenses$13,772$9,517▼ $4,255
Total Liabilities$24,032$40,547▲ $16,515
Net Assets / Fund Balance
Unrestricted Net Assets$333,812$337,821▲ $4,009
Temporarily Rstr Net Assets$13,250$24,925▲ $11,675
Total Net Assets Fund Balance$347,062$362,746▲ $15,684
Total Liabilities and Net Assets / Fund Balance$371,094$403,293▲ $32,199

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$242,149--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Marissa TheisenPresident and CEOFT$102,739$102,739

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$255,253
Program Service Revenue
$16,225
Investment Income
$781
Other Revenue
$200
All Other Contributions
$104,556
Change in Net Assets
$5,340
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$198,800
Other Expenses$68,169
Total Fundraising Expense$22,010
Grants and Similar Amounts Paid$150
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$76,171$16,490$10,078$102,739
Other Salaries and Wages$60,788$13,164$8,020$81,972
Conferences and Meetings$19,218$907-$20,125
Information Technology$13,787$3,259$970$18,016
Payroll Taxes$10,447$2,262$1,380$14,089
Occupancy$5,919$1,282$782$7,983
Office Expenses$3,400$2,188$372$5,960
Fees for Services Accounting-$4,900-$4,900
Travel$2,337$727-$3,064
Fees for Services Other-$2,295-$2,295
Insurance-$1,053-$1,053
Other Expenses$858$365$251$365
Grants to Domestic Orgs$150--$150
Total Functional Expenses$194,261$50,848$22,010$267,119
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Payroll Liabilities-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Other officer compensation reviewed
Yes
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 11B

The treasurer of the organization distributes a pdf copy of the 990 to all board members for review and comment prior to the return being filed.

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

At each board and committee meeting, if there is a discussion of selecting or engaging a vendor or service provider, all in attendance are asked to recuse themselves from this discussion if there could be a perceived conflict. Annually, the organization reviews and discusses the conflict of interest policy and requests that each board member list and acknowledge any known conflicts.

Form 990, Part VI, Section B, Line 15

The executive commitee reviews the compensation for all officers and key employees by comparing their compensation to the compensation of individuals in like positions in comparable organizations using forms 990, compensation studies, and other available data. The committee then approves any changes in compensation based on this information.

Form 990, Part VI, Section C, Line 19

The organization will provide in a timely manner, copies of all governing documents including its conflict of interest policies and financial statements when requested in writing or in person.

Filing and Contact Details

Filer

Filer Name
Arizona Grantmakers Forum
EIN
86-1040394
Phone
6029772756
Address
2201 E CAMELBACK ROAD 405B, PHOENIX, AZ 85016

Signing Officer

Name
Cheryl Ruggiero
Title
Treasurer
Signed
2015-08-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marissa Theisen
Formed
2001
Legal Domicile
Az
Voting Board Members
13
Independent Board Members
12
Employees
4
Volunteers
15

Preparer

Firm
Sechler CPA Pc
Address
921 E ORANGE DRIVE, PHOENIX, AZ 85014
Preparer
Carolyn S Sechler
Phone
6022302700
Supplemental Narrative

Financial Statement Notes

V 2C

These funds will be utilized in conformity with our mission.

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IRS990/OtherExpensesGrp/TotalAmt22442
IRS990/OtherExpensesGrp/TotalAmt3365
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
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IRS990/OtherSalariesAndWagesGrp/FundraisingAmt08020
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt013164
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt060788
IRS990/OtherSalariesAndWagesGrp/TotalAmt081972
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
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IRS990/PayrollTaxesGrp/FundraisingAmt01380
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02262
IRS990/PayrollTaxesGrp/ProgramServicesAmt010447
IRS990/PayrollTaxesGrp/TotalAmt014089
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0274
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IRS990/PrincipalOfficerNm0MARISSA THEISEN
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IRS990/ProgramServiceRevenueGrp/Desc0ANNUAL MEETING
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt016225
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IRS990/PYContributionsGrantsAmt0254641
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt02868
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt067462
IRS990/PYOtherRevenueAmt0124
IRS990/PYRevenuesLessExpensesAmt0-27006
IRS990/PYSalariesCompEmpBnftPaidAmt0217177
IRS990/PYTotalExpensesAmt0284639
IRS990/PYTotalRevenueAmt0257633
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt05340
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0100586
IRS990/SavingsAndTempCashInvstGrp/EOYAmt098695
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0255253
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0254641
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0281350
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0262475
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0238588
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01292307
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt03085
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02868
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt04340
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt03377
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt02705
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt016375
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt033926
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.87540
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportPY170Pct00.72990
IRS990ScheduleA/PublicSupportTotal170Amt01145612
IRS990ScheduleA/SubstantialContributorsTotAmt0146695
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0255253
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0262475
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0238588
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01292307
IRS990ScheduleA/TotalSupportAmt01308682
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PAYROLL LIABILITIES
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0242149
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/OtherSecuritiesGrp/Desc2INVESTMENT via AZ COMMUNITY FOUNDATION
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0These funds will be utilized in conformity with our mission.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0V 2c
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IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TREASURER OF THE ORGANIZATION DISTRIBUTES A PDF COPY OF THE 990 TO ALL BOARD MEMBERS FOR REVIEW AND COMMENT PRIOR TO THE RETURN BEING FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AT EACH BOARD AND COMMITTEE MEETING, IF THERE IS A DISCUSSION OF SELECTING OR ENGAGING A VENDOR OR SERVICE PROVIDER, ALL IN ATTENDANCE ARE ASKED TO RECUSE THEMSELVES FROM THIS DISCUSSION IF THERE COULD BE A PERCEIVED CONFLICT. ANNUALLY, THE ORGANIZATION REVIEWS AND DISCUSSES THE CONFLICT OF INTEREST POLICY AND REQUESTS THAT EACH BOARD MEMBER LIST AND ACKNOWLEDGE ANY KNOWN CONFLICTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE EXECUTIVE COMMITEE REVIEWS THE COMPENSATION FOR ALL OFFICERS AND KEY EMPLOYEES BY COMPARING THEIR COMPENSATION TO THE COMPENSATION OF INDIVIDUALS IN LIKE POSITIONS IN COMPARABLE ORGANIZATIONS USING FORMS 990, COMPENSATION STUDIES, AND OTHER AVAILABLE DATA. THE COMMITTEE THEN APPROVES ANY CHANGES IN COMPENSATION BASED ON THIS INFORMATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION WILL PROVIDE IN A TIMELY MANNER, COPIES OF ALL GOVERNING DOCUMENTS INCLUDING ITS CONFLICT OF INTEREST POLICIES AND FINANCIAL STATEMENTS WHEN REQUESTED IN WRITING OR IN PERSON.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0AZ
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
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IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt0403293
IRS990/TotalAssetsGrp/BOYAmt0371094
IRS990/TotalAssetsGrp/EOYAmt0403293
IRS990/TotalCompGreaterThan150KInd0false
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IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt022010
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt050848
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0194261
IRS990/TotalFunctionalExpensesGrp/TotalAmt0267119
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt024032
IRS990/TotalLiabilitiesEOYAmt040547
IRS990/TotalLiabilitiesGrp/BOYAmt024032
IRS990/TotalLiabilitiesGrp/EOYAmt040547
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0347062
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0362746
IRS990/TotalProgramServiceExpensesAmt0194261

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.31$1.07$0.76
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.89$0.09$0.80$0.38$0.51$0.13
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.00$0.08$0.92$0.37$0.75$0.38
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.34$0.06$1.29$0.46$0.55$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.39$0.05$1.33$1.34$0.33$1.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.41$0.06$0.36$0.32$0.31$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.38$0.04$0.34$0.30$0.29$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.35$0.02$0.33$0.21$0.25$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.40$0.04$0.36$0.27$0.27$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.37$0.02$0.35$0.26$0.28$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.38$0.04$0.35$0.26
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.35$0.06$0.29$0.25