Civic Intelligence

Arizona Educational Foundation Inc.

990 • Fiscal year 2014 • EIN 94-2937109

Oct 01, 2013 to Sep 30, 2014 • Filed on Mar 11, 2015

6155 E Indian School RdRoom/Suite 10085251

(480) 421-9376

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

32nd percentile

0.01x

Higher debt load relative to revenue than 32% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

70th percentile

13%

Higher net margin than 70% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

88th percentile

$97,695

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 26.0% of source-year revenue.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

75th percentile

15%

Faster asset growth than 75% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

76th percentile

25%

Faster revenue growth than 76% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Assets

Up

$851,611

Up $113,747 (+15%) from 2013

Net Assets

Up

$849,105

Up $111,241 (+15%) from 2013

Liabilities

Up

$2,506

Up $2,506 from 2013

Revenue

Up

$375,453

Up $74,822 (+25%) from 2013

Expenses

Up

$328,360

Up $19,774 (+6.4%) from 2013

Net Income

Up

$47,093

Up $55,048 (+692%) from 2013

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: $644,666Liabilities 2011: $0Net Assets 2011: $644,6662011Assets 2012: $671,035Liabilities 2012: $0Net Assets 2012: $671,0352012Assets 2013: $737,864Liabilities 2013: $0Net Assets 2013: $737,8642013Assets 2014: $851,611Liabilities 2014: $2,506Net Assets 2014: $849,1052014Assets 2015: $853,774Liabilities 2015: $3,076Net Assets 2015: $850,6982015Assets 2016: $991,258Liabilities 2016: $3,367Net Assets 2016: $987,8912016Assets 2017: $1,083,079Liabilities 2017: $2,431Net Assets 2017: $1,080,6482017Assets 2018: $1,141,943Liabilities 2018: $146,533Net Assets 2018: $995,4102018Assets 2019: $1,304,495Liabilities 2019: $2,565Net Assets 2019: $1,301,9302019Assets 2020: $1,481,651Liabilities 2020: $30,947Net Assets 2020: $1,450,7042020Assets 2021: $1,722,676Liabilities 2021: $9,995Net Assets 2021: $1,712,6812021Assets 2022: $1,638,585Liabilities 2022: $91,173Net Assets 2022: $1,547,4122022Assets 2023: $1,719,027Liabilities 2023: $64,354Net Assets 2023: $1,654,6732023Assets 2024: $2,019,462Liabilities 2024: $274,962Net Assets 2024: $1,744,5002024

Highlighted filing

2014

Assets$851,611
Liabilities$2,506
Net Assets$849,105

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $288,4682011Revenue 2012: $214,189Expenses 2012: $290,026Net Income 2012: -$75,8372012Revenue 2013: $300,631Expenses 2013: $308,586Net Income 2013: -$7,9552013Revenue 2014: $375,453Expenses 2014: $328,360Net Income 2014: $47,0932014Revenue 2015: $347,947Expenses 2015: $348,565Net Income 2015: -$6182015Revenue 2016: $441,730Expenses 2016: $384,330Net Income 2016: $57,4002016Revenue 2017: $362,473Expenses 2017: $374,032Net Income 2017: -$11,5592017Revenue 2018: $423,129Expenses 2018: $366,387Net Income 2018: $56,7422018Revenue 2019: $681,719Expenses 2019: $407,647Net Income 2019: $274,0722019Revenue 2020: $555,891Expenses 2020: $480,266Net Income 2020: $75,6252020Revenue 2021: $533,605Expenses 2021: $486,006Net Income 2021: $47,5992021Revenue 2022: $901,086Expenses 2022: $672,902Net Income 2022: $228,1842022Revenue 2023: $894,532Expenses 2023: $894,327Net Income 2023: $2052023Revenue 2024: $978,771Expenses 2024: $1,110,978Net Income 2024: -$132,2072024

Highlighted filing

2014

Revenue$375,453
Expenses$328,360
Net Income$47,093
Jump To
Filing Snapshot
Filing Period
Oct 1, 2013 to Sep 30, 2014
Signed
Mar 11, 2015
Return Version
2013v4.0
Gross Receipts
$375,453
Mission and Program Overview

Mission

To celebrate excellence and cultivate equity in pk-12th grade arizona public education.

Arizona educational foundation develops and celebrates excellence in pre k-12 public education in arizona through community partnerships.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$699,755$737,772▲ $38,017
Cash and Non-Interest-Bearing Accounts$38,109$113,839▲ $75,730
Total Assets$737,864$851,611▲ $113,747
Liabilities
Other Liabilities-$2,506-
Total Liabilities$0$2,506▲ $2,506
Net Assets / Fund Balance
Unrestricted Net Assets$666,456$762,538▲ $96,082
Temporarily Rstr Net Assets$71,408$86,567▲ $15,159
Total Net Assets Fund Balance$737,864$849,105▲ $111,241
Total Liabilities and Net Assets / Fund Balance$737,864$851,611▲ $113,747
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bobbie O BoyleExecutive DiFT$95,295$2,400$97,695

Board Members and Trustees

NameTitle
Ann AllisonPresident
Alicia MandelDirector
Amanda McadamsDirector
Carol ItuleDirector
Cathleen YuDirector
Challis LieuranceDirector
Danielle EngelkingDirector
Dr Marjaneh GilpatrickDirector
Jay SchneiderDirector
Jodi ChesbroDirector
Kathie CarrollDirector
Laura McbrideDirector
Mike GardnerDirector
Renee LevinDirector
Ruth SolomonDirector
Sue GlaweDirector
Walter R Miller JrDirector
W Gary HullPast Preside
Terri WoganSecretary
Jeff MesheyTreasurer
Brian SchulmanVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$365,902
Program Service Revenue
$0
Investment Income
$259
Other Revenue
$9,292
All Other Contributions
$365,902
Change in Net Assets
$47,093
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$138,789
Salaries, Compensation, and Employee Benefits$131,771
Grants and Similar Amounts Paid$57,800
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$87,106$8,819-$95,925
Grants to Domestic Individuals$57,800--$57,800
All Other Expenses$30,454$4,761-$35,215
Other Salaries and Wages$23,857$2,246-$26,103
Travel$22,442$586-$23,028
Fees for Services Other$8,272$919-$9,191
Occupancy$7,958$885-$8,843
Other Expenses$476$7,464-$7,940
Payroll Taxes$6,441$902-$7,343
Office Expenses$5,443$79-$5,522
Pension Plan Contributions$2,160$240-$2,400
Fees for Services Accounting-$1,500-$1,500
Conferences and Meetings-$479-$479
Total Functional Expenses$299,429$28,931$0$328,360
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$7,518
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
Payroll Liabilities$2,506
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
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 copy of the 990 will be provided to the board of directors prior to submission.

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

The board of directors consistently reviews the bylaws particularly as it relates to the conflict of interest policy (article x).

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

The executive director compensation is determined annually at the board of directors retreat by all the trustees. It is based on goals that are predetermined by the executive committee.

Form 990, Page 6, Part VI, Line 19

The governing documents are available to the public upon request.

Filing and Contact Details

Filer

EIN
94-2937109
Phone
4804219376

Signing Officer

Name
Jeffrey D Meshey
Title
Treasurer
Phone
4804219376
Signed
2015-03-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
BOBBIE O'BOYLE
Formed
1983
Legal Domicile
Az
Voting Board Members
21
Independent Board Members
21
Employees
2
Volunteers
175

Preparer

Preparer
Rachel R Locke CPA
Phone
6022643077
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

Board members volunteer their time helping with set-up, registration, lunch, etc., at the aef spelling bee and teacher of the year. Board members also make presentations at a+ school of excellence award ceremonies. Educators volunteer their time as judges for the a+ school of excellence program, the arizona teacher of the year program and the polly rosenbaum writing contest. Principals of a+ schools mentor new and aspiring principals through aef's principals' leadership academy.

Form 990, Page 2, Part III, Line 4A

Coveted award. The process necessitates that the school complete and submit a 35-40 page detailed application, which is read, reviewed and evaluated by a committee of leaders from the education and business communities. Schools whose applications meet the criteria receive a day- and-a-half-long site visit from members of the selection committee to determine if the award is warranted. The a+ school of excellence designation is valid for three and a half years after which time a school must re-apply. Aef conducts informational meetings across arizona each fall to introduce schools to and acquaint them with the program, give insight on writing a successful application, and encourage schools to apply for the award. In the past five years, 186 schools from throughout the state have applied for consideration of the a+ school of excellence award. Since 1991, 325 schools ranging from urban and suburban schools to rural and smaller community schools to a school located on the navajo reservation have earned the designation. The a+ school of excellence program provides an objective, comprehensive, authentic assessment of applicant schools. Awarded schools claim that earning the award enables a school and its community to collaborate in order to articulate, analyze, evaluate, modify and improve every aspect related to the education and care of their students. The process serves as a school improvement plan and a needs assessment tool. The coveted award validates a school's effectiveness, unifies the community, brings positive public attention to successes in public education, and instills a sense of pride in schools and school districts. Awarded schools open their doors to fellow educators, parents and businesses to serve as models of exemplary educational practices. A+ school of excellence principals have the opportunity to become mentors and coaches to emerging school leaders through aef's principals' leadership academy.

Form 990, Page 2, Part III, Line 4B

Consistency and fairness in determining which 27 spellers will vie for the title of arizona state spelling bee champion. Aef's state spelling bee takes place at eight/arizona pbs and is televised on public television stations throughout arizona. The winner and chaperone receive an all- expenses paid trip to washington d.c., for the scripps national spelling bee in late spring.

Form 990, Page 2, Part III, Line 4C

From argosy university/phoenix to pursue a graduate degree in education and other valuable prizes. As arizona's teacher of the year, he or she travels to washington d.c. To meet the president of the united states and attends international space camp in huntsville, al, with state teachers of the year from across the nation. The next four runners-up, called "ambassadors for excellence," receive 5,000; each of the remaining five finalists receives 1,000. The teacher of the year and ambassadors undergo professional speech training, giving them the tools necessary to advocate effectively for excellence in education and act as spokespersons for the teaching profession. Combined, the arizona teacher of the year and ambassadors generally make in excess of 100 presentations during their yearlong tenure. Presentations are made to groups of civic leaders, prospective teachers, current teachers, school boards, school administrators, business leaders, legislators, government leaders, and students. Award-winning teachers serve on statewide task forces, advisory panels and serve as a resource to state education policy-makers. Aef covers substitute teacher costs for these teachers when they are away from their classrooms. Over the past five years, the arizona educational foundation has received over 300 applications for consideration from urban, suburban, rural and native american reservation teachers. All teacher candidates submit a 15-page in-depth application detailing their educational and professional background, their community involvement, and their philosophy of teaching. Candidates must identify and discuss educational issues and trends, offer an evaluation of the teaching profession and indicate what their message to the public might be as an advocate for education. Each application is reviewed and scored by a panel of judges consisting of educators, corporate leaders and students. From the written applications, the panel selects 10 finalists. The panel then interviews the finalists, observes them teaching in their classrooms via dvd and selects the teacher of the year, four ambassadors and five semi-finalists. Once the top 5 candidates are identified, aef prepares and produces a short video of each of the 5 candidates, which is shown at the november awards luncheon when the winner is announced. The awards luncheon attracts over 500 education and corporate leaders, becoming the only statewide event that focuses solely on teachers and celebrates excellence in the teaching profession.

Form 990, Page 2, Part III, Line 4D

The principals' leadership academy of arizona (plaa) was launched in september 2008, in response to a strong demand statewide for leadership training programs to prepare the next generation of school leaders in arizona. With its wealth of expert principals identified through the a+ school of excellence program and its partnership with argosy university/phoenix, aef is well-positioned to formulate and develop a successful academy. Plaa curriculum is grounded in the isllc (interstate school leaders licensure consortium) standards, developed nationally by members of the npbea (national policy board for educational administration) and education experts assembled by the council of chief state school officers based in washington dc. Now in its seventh year, the plaa cohort comprises 21 new and aspiring principals from elementary and secondary public and charter schools. Participants are paired with a+ school of excellence principals who mentor and assist them with developing their leadership plan. Classes are held on seven saturdays throughout the school year. Instruction is a rich blend of practice and theory. Class sessions consist of direct instruction and bringing in outside experts to inform participants on such topics as: community and business involvement in schools; developing and maintaining a positive culture of learning; education law; what outstanding teachers need from their administrators; communication skills; advocating effectively for a school community; and dealing with public policy makers. To date, over 100 school leaders have successfully completed the plaa. The polly rosenbaum writing contest is named for polly rosenbaum, a former arizona state representative and teacher who believed arizona's young people are the state's greatest asset. The contest promotes creative writing skills for students in grades 7 - 12. Each year a different topic is selected on which students must write their essays. The contest is divided into three categories: 7th & 8th graders; 9th and 10th graders; and 11th and 12th graders. A panel of business, education and community leaders evaluates the entries based on creativity and writing skills. First, second and third place winners are chosen in each category. These nine winners and guests are invited to lunch at the state capitol on statehood day in february where they are recognized at the statehood day ceremony by top state officials. Following the ceremony, the winners read their entries in a designated location at the capitol. This creative writing contest provides hundreds of students with an objective, authentic assessment of their writing skills. Students whose essays are chosen for their exceptional writing skills have the opportunity to meet state leaders, be publicly recognized for their achievements, and visit the state capitol. Aef's united program was launched in 2011 shortly after the city of phoenix discontinued its "principal for a day" program due to funding cuts. United matches business leaders with public school principals in an effort to form sustainable partnerships between businesses and schools that will benefit schools. Meaningful engagement in public education can have a positive impact on the business sector as well. Following a training session for both principals and business leaders, aef's united program provides businesses with opportunities to engage in education and positively affect students and schools in their communities. The nature of the partnerships is non-prescriptive. Some involve mentoring and coaching, while other partnerships are more hands-on with the students during regular school hours or after school. Other examples of partnerships include campus beautification projects, field trips, career days, fundraising, marketing, and donation of supplies. Now in its fourth year, the united program has resulted in over 60 active partnerships in maricopa county. By working with other nonprofit organizations, civic groups and government entities, aef c

Form 990, Part IX, Line 24E

Graphics 5,418 602 0 broadcast expenses 5,000 0 0 honoraria 4,250 0 0 miscellaneous 3,278 796 0 scholarships 3,750 0 0 speech training 3,000 0 0 insurance 0 2,346 0 banners 1,599 0 0 student supplies 1,103 0 0 shirts 638 163 0 substitutes 627 0 0 membership fees 0 600 0 awards 573 0 0 instructors & presentors 550 0 0 centerpieces 350 0 0 graduation 318 0 0 subscriptions 0 160 0 bank charges 0 84 0 license & permits 0 10 0

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IRS990/Desc0THE AEF A+ SCHOOL OF EXCELLENCE PROGRAM IS A COMPREHENSIVE SCHOOL RECOGNITION PROGRAM THAT BEGAN 31 YEARS AGO. THROUGH THE PROGRAM, THE ARIZONA EDUCATIONAL FOUNDATION (AEF) IDENTIFIES, RECOGNIZES AND REWARDS PRE-KINDERGARTEN THROUGH 12TH GRADE PUBLIC SCHOOLS THROUGHOUT ARIZONA THAT DEMONSTRATE EXCELLENCE IN EVERY ASPECT OF EDUCATION: STUDENT FOCUS AND SUPPORT; SCHOOL ORGANIZATION; CHALLENGING AND VIABLE CURRICULUM, ACTIVE TEACHING AND LEARNING, PROFESSIONAL COMMUNITY, LEADERSHIP, COMMUNITY PARTNERSHIPS AND ASSESSMENT. PRE-KINDERGARTEN THROUGH 12TH GRADE PUBLIC SCHOOLS IN ARIZONA THAT HAVE BEEN IN OPERATION FOR SIX OR MORE YEARS AND HAVE RECEIVED A GRADE OF "A" OR "B" FROM THE ARIZONA DEPARTMENT OF EDUCATION ARE ELIGIBLE TO APPLY FOR THIS PRESTIGIOUS, WELL-KNOWN AND COVETED AWARD. THE PROCESS NECESSITATES THAT THE SCHOOL COMPLETE AND SUBMIT A 35-40 PAGE DETAILED APPLICATION, WHICH IS READ, REVIEWED AND EVALUATED BY A COMMITTEE OF LEADERS FROM THE EDUCATION AND BUSINESS COMMUNITIES. SCHOOLS WHOSE APPLICATIONS MEET THE CRITERIA RECEIVE A DAY- AND-A-HALF-LONG SITE VISIT FROM MEMBERS OF THE SELECTION COMMITTEE TO DETERMINE IF THE AWARD IS WARRANTED. THE A+ SCHOOL OF EXCELLENCE DESIGNATION IS VALID FOR THREE AND A HALF YEARS AFTER WHICH TIME A SCHOOL MUST RE-APPLY. AEF CONDUCTS INFORMATIONAL MEETINGS ACROSS ARIZONA EACH FALL TO INTRODUCE SCHOOLS TO AND ACQUAINT THEM WITH THE PROGRAM, GIVE INSIGHT ON WRITING A SUCCESSFUL APPLICATION, AND ENCOURAGE SCHOOLS TO APPLY FOR THE AWARD. IN THE PAST FIVE YEARS, 186 SCHOOLS FROM THROUGHOUT THE STATE HAVE APPLIED FOR CONSIDERATION OF THE A+ SCHOOL OF EXCELLENCE AWARD. SINCE 1991, 325 SCHOOLS RANGING FROM URBAN AND SUBURBAN SCHOOLS TO RURAL AND SMALLER COMMUNITY SCHOOLS TO A SCHOOL LOCATED ON THE NAVAJO RESERVATION HAVE EARNED THE DESIGNATION. THE A+ SCHOOL OF EXCELLENCE PROGRAM PROVIDES AN OBJECTIVE, COMPREHENSIVE, AUTHENTIC ASSESSMENT OF APPLICANT SCHOOLS. AWARDED SCHOOLS CLAIM THAT EARNING THE AWARD ENABLES A SCHOOL AND ITS COMMUNITY TO COLLABORATE IN ORDER TO ARTICULATE, ANALYZE, EVALUATE, MODIFY AND IMPROVE EVERY ASPECT RELATED TO THE EDUCATION AND CARE OF THEIR STUDENTS. THE PROCESS SERVES AS A SCHOOL IMPROVEMENT PLAN AND A NEEDS ASSESSMENT TOOL. THE COVETED AWARD VALIDATES A SCHOOL'S EFFECTIVENESS, UNIFIES THE COMMUNITY, BRINGS POSITIVE PUBLIC ATTENTION TO SUCCESSES IN PUBLIC EDUCATION, AND INSTILLS A SENSE OF PRIDE IN SCHOOLS AND SCHOOL DISTRICTS. AWARDED SCHOOLS OPEN THEIR DOORS TO FELLOW EDUCATORS, PARENTS AND BUSINESSES TO SERVE AS MODELS OF EXEMPLARY EDUCATIONAL PRACTICES. A+ SCHOOL OF EXCELLENCE PRINCIPALS HAVE THE OPPORTUNITY TO BECOME MENTORS AND COACHES TO EMERGING SCHOOL LEADERS THROUGH AEF'S PRINCIPALS' LEADERSHIP ACADEMY.
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IRS990/MissionDesc0ARIZONA EDUCATIONAL FOUNDATION DEVELOPS AND CELEBRATES EXCELLENCE IN PRE K-12 PUBLIC EDUCATION IN ARIZONA THROUGH COMMUNITY PARTNERSHIPS.
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IRS990/ProgSrvcAccomActy2Grp/Desc0THE AEF ARIZONA STATE SPELLING BEE IS ADMINISTERED BY AEF TO DETERMINE ARIZONA'S REPRESENTATIVE IN THE ANNUAL SCRIPPS NATIONAL SPELLING BEE IN WASHINGTON D.C. SPELLING BEES GIVE STUDENTS FROM PUBLIC, PRIVATE, CHARTER AND HOME SCHOOLS AN OPPORTUNITY TO UTILIZE THEIR SPELLING AND PHONETIC SKILLS IN A COMPETITIVE ENVIRONMENT AND A CHANCE TO PARTICIPATE IN HIGHER LEVEL BEES. SPELLING BEES GIVE STUDENTS WHO MIGHT NOT EXCEL IN MORE TRADITIONAL COMPETITIVE ENVIRONMENTS SUCH AS SPORTS AN OPPORTUNITY TO SHINE. TENS OF THOUSANDS OF STUDENTS STATEWIDE IN KINDERGARTEN THROUGH 8TH GRADE COMPETE IN CLASSROOM, SCHOOL, DISTRICT, AND COUNTY BEES TO QUALIFY AS ONE OF 27 FINALISTS IN THE STATE BEE. AEF WORKS YEAR-ROUND WITH SCHOOL, DISTRICT, REGIONAL AND COUNTY COORDINATORS ACROSS ARIZONA TO ENSURE CONSISTENCY AND FAIRNESS IN DETERMINING WHICH 27 SPELLERS WILL VIE FOR THE TITLE OF ARIZONA STATE SPELLING BEE CHAMPION. AEF'S STATE SPELLING BEE TAKES PLACE AT EIGHT/ARIZONA PBS AND IS TELEVISED ON PUBLIC TELEVISION STATIONS THROUGHOUT ARIZONA. THE WINNER AND CHAPERONE RECEIVE AN ALL- EXPENSES PAID TRIP TO WASHINGTON D.C., FOR THE SCRIPPS NATIONAL SPELLING BEE IN LATE SPRING.
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IRS990/ProgSrvcAccomActy3Grp/Desc0NOW IN ITS 31ST YEAR, THE AEF TEACHER OF THE YEAR PROGRAM ANNUALLY SELECTS ARIZONA'S TEACHER OF THE YEAR AND RECOGNIZES NINE ADDITIONAL PREK-12 PUBLIC SCHOOL TEACHERS, ALL OF WHOM ARE EXCEPTIONALLY SKILLED, TALENTED AND DEDICATED. TEACHER OF THE YEAR NOMINEES ARE PUBLIC SCHOOL TEACHERS FROM ACROSS ARIZONA WHO HAVE GAINED THE RESPECT AND ADMIRATION OF STUDENTS, PARENTS, AND CO-WORKERS. THEY PLAY AN ACTIVE AND USEFUL ROLE IN THEIR COMMUNITIES AS WELL AS THEIR SCHOOLS, DISTINGUISHING THEMSELVES AS LEADERS. THEY HAVE A SUPERIOR ABILITY TO HELP ALL STUDENTS ACHIEVE. A TOTAL OF 40,000 IS DISBURSED TO THE TOP 10 TEACHER OF THE YEAR FINALISTS. THE WINNER BECOMES ARIZONA'S CANDIDATE FOR NATIONAL TEACHER OF THE YEAR AND RECEIVES 15,000, EQUIPMENT FROM SMART TECHNOLOGIES, A FULL SCHOLARSHIP FROM ARGOSY UNIVERSITY/PHOENIX TO PURSUE A GRADUATE DEGREE IN EDUCATION AND OTHER VALUABLE PRIZES. AS ARIZONA'S TEACHER OF THE YEAR, HE OR SHE TRAVELS TO WASHINGTON D.C. TO MEET THE PRESIDENT OF THE UNITED STATES AND ATTENDS INTERNATIONAL SPACE CAMP IN HUNTSVILLE, AL, WITH STATE TEACHERS OF THE YEAR FROM ACROSS THE NATION. THE NEXT FOUR RUNNERS-UP, CALLED "AMBASSADORS FOR EXCELLENCE," RECEIVE 5,000; EACH OF THE REMAINING FIVE FINALISTS RECEIVES 1,000. THE TEACHER OF THE YEAR AND AMBASSADORS UNDERGO PROFESSIONAL SPEECH TRAINING, GIVING THEM THE TOOLS NECESSARY TO ADVOCATE EFFECTIVELY FOR EXCELLENCE IN EDUCATION AND ACT AS SPOKESPERSONS FOR THE TEACHING PROFESSION. COMBINED, THE ARIZONA TEACHER OF THE YEAR AND AMBASSADORS GENERALLY MAKE IN EXCESS OF 100 PRESENTATIONS DURING THEIR YEARLONG TENURE. PRESENTATIONS ARE MADE TO GROUPS OF CIVIC LEADERS, PROSPECTIVE TEACHERS, CURRENT TEACHERS, SCHOOL BOARDS, SCHOOL ADMINISTRATORS, BUSINESS LEADERS, LEGISLATORS, GOVERNMENT LEADERS, AND STUDENTS. AWARD-WINNING TEACHERS SERVE ON STATEWIDE TASK FORCES, ADVISORY PANELS AND SERVE AS A RESOURCE TO STATE EDUCATION POLICY-MAKERS. AEF COVERS SUBSTITUTE TEACHER COSTS FOR THESE TEACHERS WHEN THEY ARE AWAY FROM THEIR CLASSROOMS. OVER THE PAST FIVE YEARS, THE ARIZONA EDUCATIONAL FOUNDATION HAS RECEIVED OVER 300 APPLICATIONS FOR CONSIDERATION FROM URBAN, SUBURBAN, RURAL AND NATIVE AMERICAN RESERVATION TEACHERS. ALL TEACHER CANDIDATES SUBMIT A 15-PAGE IN-DEPTH APPLICATION DETAILING THEIR EDUCATIONAL AND PROFESSIONAL BACKGROUND, THEIR COMMUNITY INVOLVEMENT, AND THEIR PHILOSOPHY OF TEACHING. CANDIDATES MUST IDENTIFY AND DISCUSS EDUCATIONAL ISSUES AND TRENDS, OFFER AN EVALUATION OF THE TEACHING PROFESSION AND INDICATE WHAT THEIR MESSAGE TO THE PUBLIC MIGHT BE AS AN ADVOCATE FOR EDUCATION. EACH APPLICATION IS REVIEWED AND SCORED BY A PANEL OF JUDGES CONSISTING OF EDUCATORS, CORPORATE LEADERS AND STUDENTS. FROM THE WRITTEN APPLICATIONS, THE PANEL SELECTS 10 FINALISTS. THE PANEL THEN INTERVIEWS THE FINALISTS, OBSERVES THEM TEACHING IN THEIR CLASSROOMS VIA DVD AND SELECTS THE TEACHER OF THE YEAR, FOUR AMBASSADORS AND FIVE SEMI-FINALISTS. ONCE THE TOP 5 CANDIDATES ARE IDENTIFIED, AEF PREPARES AND PRODUCES A SHORT VIDEO OF EACH OF THE 5 CANDIDATES, WHICH IS SHOWN AT THE NOVEMBER AWARDS LUNCHEON WHEN THE WINNER IS ANNOUNCED. THE AWARDS LUNCHEON ATTRACTS OVER 500 EDUCATION AND CORPORATE LEADERS, BECOMING THE ONLY STATEWIDE EVENT THAT FOCUSES SOLELY ON TEACHERS AND CELEBRATES EXCELLENCE IN THE TEACHING PROFESSION.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0THE PRINCIPALS' LEADERSHIP ACADEMY OF ARIZONA (PLAA) WAS LAUNCHED IN SEPTEMBER 2008, IN RESPONSE TO A STRONG DEMAND STATEWIDE FOR LEADERSHIP TRAINING PROGRAMS TO PREPARE THE NEXT GENERATION OF SCHOOL LEADERS IN ARIZONA. WITH ITS WEALTH OF EXPERT PRINCIPALS IDENTIFIED THROUGH THE A+ SCHOOL OF EXCELLENCE PROGRAM AND ITS PARTNERSHIP WITH ARGOSY UNIVERSITY/PHOENIX, AEF IS WELL-POSITIONED TO FORMULATE AND DEVELOP A SUCCESSFUL ACADEMY. PLAA CURRICULUM IS GROUNDED IN THE ISLLC (INTERSTATE SCHOOL LEADERS LICENSURE CONSORTIUM) STANDARDS, DEVELOPED NATIONALLY BY MEMBERS OF THE NPBEA (NATIONAL POLICY BOARD FOR EDUCATIONAL ADMINISTRATION) AND EDUCATION EXPERTS ASSEMBLED BY THE COUNCIL OF CHIEF STATE SCHOOL OFFICERS BASED IN WASHINGTON DC. NOW IN ITS SEVENTH YEAR, THE PLAA COHORT COMPRISES 21 NEW AND ASPIRING PRINCIPALS FROM ELEMENTARY AND SECONDARY PUBLIC AND CHARTER SCHOOLS. PARTICIPANTS ARE PAIRED WITH A+ SCHOOL OF EXCELLENCE PRINCIPALS WHO MENTOR AND ASSIST THEM WITH DEVELOPING THEIR LEADERSHIP PLAN. CLASSES ARE HELD ON SEVEN SATURDAYS THROUGHOUT THE SCHOOL YEAR. INSTRUCTION IS A RICH BLEND OF PRACTICE AND THEORY. CLASS SESSIONS CONSIST OF DIRECT INSTRUCTION AND BRINGING IN OUTSIDE EXPERTS TO INFORM PARTICIPANTS ON SUCH TOPICS AS: COMMUNITY AND BUSINESS INVOLVEMENT IN SCHOOLS; DEVELOPING AND MAINTAINING A POSITIVE CULTURE OF LEARNING; EDUCATION LAW; WHAT OUTSTANDING TEACHERS NEED FROM THEIR ADMINISTRATORS; COMMUNICATION SKILLS; ADVOCATING EFFECTIVELY FOR A SCHOOL COMMUNITY; AND DEALING WITH PUBLIC POLICY MAKERS. TO DATE, OVER 100 SCHOOL LEADERS HAVE SUCCESSFULLY COMPLETED THE PLAA. THE POLLY ROSENBAUM WRITING CONTEST IS NAMED FOR POLLY ROSENBAUM, A FORMER ARIZONA STATE REPRESENTATIVE AND TEACHER WHO BELIEVED ARIZONA'S YOUNG PEOPLE ARE THE STATE'S GREATEST ASSET. THE CONTEST PROMOTES CREATIVE WRITING SKILLS FOR STUDENTS IN GRADES 7 - 12. EACH YEAR A DIFFERENT TOPIC IS SELECTED ON WHICH STUDENTS MUST WRITE THEIR ESSAYS. THE CONTEST IS DIVIDED INTO THREE CATEGORIES: 7TH & 8TH GRADERS; 9TH AND 10TH GRADERS; AND 11TH AND 12TH GRADERS. A PANEL OF BUSINESS, EDUCATION AND COMMUNITY LEADERS EVALUATES THE ENTRIES BASED ON CREATIVITY AND WRITING SKILLS. FIRST, SECOND AND THIRD PLACE WINNERS ARE CHOSEN IN EACH CATEGORY. THESE NINE WINNERS AND GUESTS ARE INVITED TO LUNCH AT THE STATE CAPITOL ON STATEHOOD DAY IN FEBRUARY WHERE THEY ARE RECOGNIZED AT THE STATEHOOD DAY CEREMONY BY TOP STATE OFFICIALS. FOLLOWING THE CEREMONY, THE WINNERS READ THEIR ENTRIES IN A DESIGNATED LOCATION AT THE CAPITOL. THIS CREATIVE WRITING CONTEST PROVIDES HUNDREDS OF STUDENTS WITH AN OBJECTIVE, AUTHENTIC ASSESSMENT OF THEIR WRITING SKILLS. STUDENTS WHOSE ESSAYS ARE CHOSEN FOR THEIR EXCEPTIONAL WRITING SKILLS HAVE THE OPPORTUNITY TO MEET STATE LEADERS, BE PUBLICLY RECOGNIZED FOR THEIR ACHIEVEMENTS, AND VISIT THE STATE CAPITOL. AEF'S UNITED PROGRAM WAS LAUNCHED IN 2011 SHORTLY AFTER THE CITY OF PHOENIX DISCONTINUED ITS "PRINCIPAL FOR A DAY" PROGRAM DUE TO FUNDING CUTS. UNITED MATCHES BUSINESS LEADERS WITH PUBLIC SCHOOL PRINCIPALS IN AN EFFORT TO FORM SUSTAINABLE PARTNERSHIPS BETWEEN BUSINESSES AND SCHOOLS THAT WILL BENEFIT SCHOOLS. MEANINGFUL ENGAGEMENT IN PUBLIC EDUCATION CAN HAVE A POSITIVE IMPACT ON THE BUSINESS SECTOR AS WELL. FOLLOWING A TRAINING SESSION FOR BOTH PRINCIPALS AND BUSINESS LEADERS, AEF'S UNITED PROGRAM PROVIDES BUSINESSES WITH OPPORTUNITIES TO ENGAGE IN EDUCATION AND POSITIVELY AFFECT STUDENTS AND SCHOOLS IN THEIR COMMUNITIES. THE NATURE OF THE PARTNERSHIPS IS NON-PRESCRIPTIVE. SOME INVOLVE MENTORING AND COACHING, WHILE OTHER PARTNERSHIPS ARE MORE HANDS-ON WITH THE STUDENTS DURING REGULAR SCHOOL HOURS OR AFTER SCHOOL. OTHER EXAMPLES OF PARTNERSHIPS INCLUDE CAMPUS BEAUTIFICATION PROJECTS, FIELD TRIPS, CAREER DAYS, FUNDRAISING, MARKETING, AND DONATION OF SUPPLIES. NOW IN ITS FOURTH YEAR, THE UNITED PROGRAM HAS RESULTED IN OVER 60 ACTIVE PARTNERSHIPS IN MARICOPA COUNTY. BY WORKING WITH OTHER NONPROFIT ORGANIZATIONS, CIVIC GROUPS AND GOVERNMENT ENTITIES, AEF C
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD MEMBERS VOLUNTEER THEIR TIME HELPING WITH SET-UP, REGISTRATION, LUNCH, ETC., AT THE AEF SPELLING BEE AND TEACHER OF THE YEAR. BOARD MEMBERS ALSO MAKE PRESENTATIONS AT A+ SCHOOL OF EXCELLENCE AWARD CEREMONIES. EDUCATORS VOLUNTEER THEIR TIME AS JUDGES FOR THE A+ SCHOOL OF EXCELLENCE PROGRAM, THE ARIZONA TEACHER OF THE YEAR PROGRAM AND THE POLLY ROSENBAUM WRITING CONTEST. PRINCIPALS OF A+ SCHOOLS MENTOR NEW AND ASPIRING PRINCIPALS THROUGH AEF'S PRINCIPALS' LEADERSHIP ACADEMY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COVETED AWARD. THE PROCESS NECESSITATES THAT THE SCHOOL COMPLETE AND SUBMIT A 35-40 PAGE DETAILED APPLICATION, WHICH IS READ, REVIEWED AND EVALUATED BY A COMMITTEE OF LEADERS FROM THE EDUCATION AND BUSINESS COMMUNITIES. SCHOOLS WHOSE APPLICATIONS MEET THE CRITERIA RECEIVE A DAY- AND-A-HALF-LONG SITE VISIT FROM MEMBERS OF THE SELECTION COMMITTEE TO DETERMINE IF THE AWARD IS WARRANTED. THE A+ SCHOOL OF EXCELLENCE DESIGNATION IS VALID FOR THREE AND A HALF YEARS AFTER WHICH TIME A SCHOOL MUST RE-APPLY. AEF CONDUCTS INFORMATIONAL MEETINGS ACROSS ARIZONA EACH FALL TO INTRODUCE SCHOOLS TO AND ACQUAINT THEM WITH THE PROGRAM, GIVE INSIGHT ON WRITING A SUCCESSFUL APPLICATION, AND ENCOURAGE SCHOOLS TO APPLY FOR THE AWARD. IN THE PAST FIVE YEARS, 186 SCHOOLS FROM THROUGHOUT THE STATE HAVE APPLIED FOR CONSIDERATION OF THE A+ SCHOOL OF EXCELLENCE AWARD. SINCE 1991, 325 SCHOOLS RANGING FROM URBAN AND SUBURBAN SCHOOLS TO RURAL AND SMALLER COMMUNITY SCHOOLS TO A SCHOOL LOCATED ON THE NAVAJO RESERVATION HAVE EARNED THE DESIGNATION. THE A+ SCHOOL OF EXCELLENCE PROGRAM PROVIDES AN OBJECTIVE, COMPREHENSIVE, AUTHENTIC ASSESSMENT OF APPLICANT SCHOOLS. AWARDED SCHOOLS CLAIM THAT EARNING THE AWARD ENABLES A SCHOOL AND ITS COMMUNITY TO COLLABORATE IN ORDER TO ARTICULATE, ANALYZE, EVALUATE, MODIFY AND IMPROVE EVERY ASPECT RELATED TO THE EDUCATION AND CARE OF THEIR STUDENTS. THE PROCESS SERVES AS A SCHOOL IMPROVEMENT PLAN AND A NEEDS ASSESSMENT TOOL. THE COVETED AWARD VALIDATES A SCHOOL'S EFFECTIVENESS, UNIFIES THE COMMUNITY, BRINGS POSITIVE PUBLIC ATTENTION TO SUCCESSES IN PUBLIC EDUCATION, AND INSTILLS A SENSE OF PRIDE IN SCHOOLS AND SCHOOL DISTRICTS. AWARDED SCHOOLS OPEN THEIR DOORS TO FELLOW EDUCATORS, PARENTS AND BUSINESSES TO SERVE AS MODELS OF EXEMPLARY EDUCATIONAL PRACTICES. A+ SCHOOL OF EXCELLENCE PRINCIPALS HAVE THE OPPORTUNITY TO BECOME MENTORS AND COACHES TO EMERGING SCHOOL LEADERS THROUGH AEF'S PRINCIPALS' LEADERSHIP ACADEMY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CONSISTENCY AND FAIRNESS IN DETERMINING WHICH 27 SPELLERS WILL VIE FOR THE TITLE OF ARIZONA STATE SPELLING BEE CHAMPION. AEF'S STATE SPELLING BEE TAKES PLACE AT EIGHT/ARIZONA PBS AND IS TELEVISED ON PUBLIC TELEVISION STATIONS THROUGHOUT ARIZONA. THE WINNER AND CHAPERONE RECEIVE AN ALL- EXPENSES PAID TRIP TO WASHINGTON D.C., FOR THE SCRIPPS NATIONAL SPELLING BEE IN LATE SPRING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FROM ARGOSY UNIVERSITY/PHOENIX TO PURSUE A GRADUATE DEGREE IN EDUCATION AND OTHER VALUABLE PRIZES. AS ARIZONA'S TEACHER OF THE YEAR, HE OR SHE TRAVELS TO WASHINGTON D.C. TO MEET THE PRESIDENT OF THE UNITED STATES AND ATTENDS INTERNATIONAL SPACE CAMP IN HUNTSVILLE, AL, WITH STATE TEACHERS OF THE YEAR FROM ACROSS THE NATION. THE NEXT FOUR RUNNERS-UP, CALLED "AMBASSADORS FOR EXCELLENCE," RECEIVE 5,000; EACH OF THE REMAINING FIVE FINALISTS RECEIVES 1,000. THE TEACHER OF THE YEAR AND AMBASSADORS UNDERGO PROFESSIONAL SPEECH TRAINING, GIVING THEM THE TOOLS NECESSARY TO ADVOCATE EFFECTIVELY FOR EXCELLENCE IN EDUCATION AND ACT AS SPOKESPERSONS FOR THE TEACHING PROFESSION. COMBINED, THE ARIZONA TEACHER OF THE YEAR AND AMBASSADORS GENERALLY MAKE IN EXCESS OF 100 PRESENTATIONS DURING THEIR YEARLONG TENURE. PRESENTATIONS ARE MADE TO GROUPS OF CIVIC LEADERS, PROSPECTIVE TEACHERS, CURRENT TEACHERS, SCHOOL BOARDS, SCHOOL ADMINISTRATORS, BUSINESS LEADERS, LEGISLATORS, GOVERNMENT LEADERS, AND STUDENTS. AWARD-WINNING TEACHERS SERVE ON STATEWIDE TASK FORCES, ADVISORY PANELS AND SERVE AS A RESOURCE TO STATE EDUCATION POLICY-MAKERS. AEF COVERS SUBSTITUTE TEACHER COSTS FOR THESE TEACHERS WHEN THEY ARE AWAY FROM THEIR CLASSROOMS. OVER THE PAST FIVE YEARS, THE ARIZONA EDUCATIONAL FOUNDATION HAS RECEIVED OVER 300 APPLICATIONS FOR CONSIDERATION FROM URBAN, SUBURBAN, RURAL AND NATIVE AMERICAN RESERVATION TEACHERS. ALL TEACHER CANDIDATES SUBMIT A 15-PAGE IN-DEPTH APPLICATION DETAILING THEIR EDUCATIONAL AND PROFESSIONAL BACKGROUND, THEIR COMMUNITY INVOLVEMENT, AND THEIR PHILOSOPHY OF TEACHING. CANDIDATES MUST IDENTIFY AND DISCUSS EDUCATIONAL ISSUES AND TRENDS, OFFER AN EVALUATION OF THE TEACHING PROFESSION AND INDICATE WHAT THEIR MESSAGE TO THE PUBLIC MIGHT BE AS AN ADVOCATE FOR EDUCATION. EACH APPLICATION IS REVIEWED AND SCORED BY A PANEL OF JUDGES CONSISTING OF EDUCATORS, CORPORATE LEADERS AND STUDENTS. FROM THE WRITTEN APPLICATIONS, THE PANEL SELECTS 10 FINALISTS. THE PANEL THEN INTERVIEWS THE FINALISTS, OBSERVES THEM TEACHING IN THEIR CLASSROOMS VIA DVD AND SELECTS THE TEACHER OF THE YEAR, FOUR AMBASSADORS AND FIVE SEMI-FINALISTS. ONCE THE TOP 5 CANDIDATES ARE IDENTIFIED, AEF PREPARES AND PRODUCES A SHORT VIDEO OF EACH OF THE 5 CANDIDATES, WHICH IS SHOWN AT THE NOVEMBER AWARDS LUNCHEON WHEN THE WINNER IS ANNOUNCED. THE AWARDS LUNCHEON ATTRACTS OVER 500 EDUCATION AND CORPORATE LEADERS, BECOMING THE ONLY STATEWIDE EVENT THAT FOCUSES SOLELY ON TEACHERS AND CELEBRATES EXCELLENCE IN THE TEACHING PROFESSION.

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.02$0.27$1.74$0.98$1.11$0.13
2023Detailed filing. Detailed filing data is available for this year.$1.72$0.06$1.65$0.89$0.89$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.64$0.09$1.55$0.90$0.67$0.23
2021Detailed filing. Detailed filing data is available for this year.$1.72$0.01$1.71$0.53$0.49$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.48$0.03$1.45$0.56$0.48$0.08
2019Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.68$0.41$0.27
2018Summary only. Only limited summary data is available for this year.$1.14$0.15$1.00$0.42$0.37$0.06
2017Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.36$0.37$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.44$0.38$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.35$0.35$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.38$0.33$0.05
2013Summary only. Only limited summary data is available for this year.$0.74$0.00$0.74$0.30$0.31$0.01
2012Summary only. Only limited summary data is available for this year.$0.67$0.00$0.67$0.21$0.29$0.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.64$0.00$0.64$0.29