Civic Intelligence

Arizona Educational Foundation Inc.

990 • Fiscal year 2020 • EIN 94-2937109

Oct 01, 2019 to Sep 30, 2020 • Filed on Apr 28, 2021

2100 N Central Avenue Suite 212Phoenix, AZ 85004

(480) 421-9376

Siviq Scores

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

Liabilities / Assets

31st percentile

0.02x

Higher debt load relative to assets than 31% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

35th percentile

0.06x

Higher debt load relative to revenue than 35% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

65th percentile

14%

Higher net margin than 65% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

75th percentile

$115,500

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 20.8% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

65th percentile

14%

Faster asset growth than 65% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

24th percentile

-18%

Faster revenue growth than 24% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Up

$1,481,651

Up $177,156 (+14%) from 2019

Net Assets

Up

$1,450,704

Up $148,774 (+11%) from 2019

Liabilities

Up

$30,947

Up $28,382 (+1107%) from 2019

Revenue

Down

$555,891

Down $125,828 (-18%) from 2019

Expenses

Up

$480,266

Up $72,619 (+18%) from 2019

Net Income

Down

$75,625

Down $198,447 (-72%) from 2019

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

2020

Assets$1,481,651
Liabilities$30,947
Net Assets$1,450,704

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

2020

Revenue$555,891
Expenses$480,266
Net Income$75,625
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Apr 28, 2021
Return Version
2019v5.0
Gross Receipts
$555,891
Mission and Program Overview

Mission

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

To identify, support, and celebrate prek-12th grade education through business and community partnerships.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,003,186$976,336▼ $26,850
Cash and Non-Interest-Bearing Accounts$143,530$219,976▲ $76,446
Savings and Temporary Cash Investments$139,714$185,587▲ $45,873
Prepaid Expenses and Deferred Charges$18,065--
Total Assets$1,304,495$1,481,651▲ $177,156
Other Assets Total-$99,752-
Liabilities
Other Liabilities$2,565$30,947▲ $28,382
Total Liabilities$2,565$30,947▲ $28,382
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,004,705$1,070,774▲ $66,069
Net Assets Without Donor Restrictions$297,225$379,930▲ $82,705
Total Net Assets Fund Balance$1,301,930$1,450,704▲ $148,774
Total Liabilities and Net Assets / Fund Balance$1,304,495$1,481,651▲ $177,156

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$99,752--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kim GrahamExecutive DiFT$109,500$6,000$115,500

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$490,748
Program Service Revenue
$0
Investment Income
$299
Other Revenue
$64,844
All Other Contributions
$490,748
Change in Net Assets
$75,625
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$209,211
Salaries, Compensation, and Employee Benefits$184,569
Grants and Similar Amounts Paid$86,486
Total Fundraising Expense$9,059
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$80,850$26,650$8,000$115,500
Grants to Domestic Individuals$86,486--$86,486
Fees for Services Other$81,366--$81,366
Other Salaries and Wages$47,500--$47,500
Travel$33,340--$33,340
Office Expenses$14,094$17-$14,111
Payroll Taxes$9,669$2,007$603$12,279
Occupancy-$8,979-$8,979
Pension Plan Contributions$5,118$1,063$319$6,500
Information Technology$5,419$170-$5,589
Insurance-$3,263-$3,263
Fees for Services Accounting-$3,168-$3,168
Other Employee Benefits$2,197$456$137$2,790
Conferences and Meetings$1,791--$1,791
All Other Expenses$1,099$623-$1,722
Other Expenses$250$434-$684
Interest-$206-$206
Total Functional Expenses$424,071$47,136$9,059$480,266
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$64,165
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Teacher of the$64,165$64,165-$64,165
Total Events$64,165$64,165-$64,165
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Ppp Loan$30,541
Payroll Liabilities$18,930
Credit Cards$-18,524
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
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). If there is a conflict of interest, the conflicted party recuses himself or herself.

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

Filer Name
Arizona Educational Foundation Inc
EIN
94-2937109
Phone
4804219376
Address
2100 N CENTRAL AVENUE SUITE 212, PHOENIX, AZ 85004

Signing Officer

Name
Stephen Jordan
Title
Treasurer
Phone
4804219376
Signed
2021-04-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephen Jordan
Formed
1983
Legal Domicile
Az
Voting Board Members
20
Independent Board Members
20
Employees
2
Volunteers
200

Preparer

Firm
Fester & Chapman Pllc
Address
9019 E BAHIA DR STE 100, SCOTTSDALE, AZ 85260
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

Now in its 36th year, the aef teacher of the year program annually selects arizona's teacher of the year and recognizes an additional nine 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. The winner of the arizona teacher of the year award goes on to become arizona's candidate for national teacher of the year. Aef disburses a total of 40,000 to the top 10 teacher of the year finalists. The winner receives 15,000 and other 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; each of the remaining five finalists receives 1,000. The teacher of the year and ambassadors undergo professional speech and storytelling 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 typically 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 an 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 and leaders from the business community. From the written applications, the panel selects 10 finalists. The panel then interviews the finalists, observes them teaching in their classrooms via video recording, and selects the teacher of the year, four ambassadors and five semifinalists. 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 nearly 600 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 4B

The aef a+ school of excellence program is a comprehensive school recognition program that began 36 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 and culture; 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 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-to-40-page detailed application, which is read, reviewed and evaluated by a panel of leaders from the education and business communities. Schools whose written applications qualify for it receive a day-and-a-half-long site visit from members of a review 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, 247 schools from throughout the state have applied for consideration of the a+ school of excellence award. Schools use the coveted a+ school distinction as a recruiting tool for new students and civic leaders use it as a way to lure industry to local communities. Since 1991, 589 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 school leaders profess that earning the award enables schools to collaborate with the community they serve 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 public schools and school districts. Awarded schools encourage fellow educators, parents and businesses to visit their schools; they 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 (see description below).

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

The 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. More than 500,000 students statewide in grades kindergarten through eight 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., so arizona's champion can compete in the scripps national spelling bee in late spring.

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

Teachstem is aef's newest program. Aimed at combating the arizona stem teacher shortage, this program motivates high school students to become stem teachers. Aef pairs an arizona teacher of the year with a high school to serve as a stem coach to not only teach students vital stem learning skills, but also work with them on becoming stem teachers. The first time most high school students learn about stem is through a teacher; yet, with stem teacher shortages plaguing almost every high school in arizona, opportunities for students to learn from and interact with stem educators are growing few and far between. Teachstem is fostering the next generation of stem teachers for arizona schools. The program also utilizes stem subject matter experts who are guest speakers and talk with students about stem careers. 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 professional standards for educational leaders 2015, 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 12th year, the plaa cohort comprises new and aspiring principals from elementary and secondary public traditional and charter schools. Participants are paired with a+ school of excellence principals who mentor and assist them with developing their leadership skills. 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 expert speakers to inform participants on topics such as: community and business involvement in schools; developing and maintaining a positive culture of learning; what outstanding teachers need from their administrators; communication skills; advocating effectively for a school community; and dealing with public policy makers. To date, over 200 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 entries. 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 relevance to the theme, 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 by top state officials. 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 creative writing skills have an opportunity to meet state leaders, be publicly recognized for their achievements, and visit the state capitol. In the fall of 2014, aef collaborated with three other education organizations in arizona to launch the take your legislator to school program. This initiative identifies award-winning teachers and teacher leaders, pairing them with arizona state legislators who from the district in which their school is situated. Teacher hosts invite their legislator to shadow them for a day in their classroom. Goals for

Form 990, Part IX, Line 11G

Public relations 1,885 0 0 contractors 70,696 0 0 video production 4,750 0 0 substitute reimbursement 575 0 0 outside contractors 3,460 0 0 total 81,366 0 0

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IRS990/Desc0NOW IN ITS 36TH YEAR, THE AEF TEACHER OF THE YEAR PROGRAM ANNUALLY SELECTS ARIZONA'S TEACHER OF THE YEAR AND RECOGNIZES AN ADDITIONAL NINE 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. THE WINNER OF THE ARIZONA TEACHER OF THE YEAR AWARD GOES ON TO BECOME ARIZONA'S CANDIDATE FOR NATIONAL TEACHER OF THE YEAR. AEF DISBURSES A TOTAL OF 40,000 TO THE TOP 10 TEACHER OF THE YEAR FINALISTS. THE WINNER RECEIVES 15,000 AND OTHER 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; EACH OF THE REMAINING FIVE FINALISTS RECEIVES 1,000. THE TEACHER OF THE YEAR AND AMBASSADORS UNDERGO PROFESSIONAL SPEECH AND STORYTELLING 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 TYPICALLY 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 AN 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 AND LEADERS FROM THE BUSINESS COMMUNITY. FROM THE WRITTEN APPLICATIONS, THE PANEL SELECTS 10 FINALISTS. THE PANEL THEN INTERVIEWS THE FINALISTS, OBSERVES THEM TEACHING IN THEIR CLASSROOMS VIA VIDEO RECORDING, AND SELECTS THE TEACHER OF THE YEAR, FOUR AMBASSADORS AND FIVE SEMIFINALISTS. 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 NEARLY 600 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/ProgSrvcAccomActy2Grp/Desc0THE AEF A+ SCHOOL OF EXCELLENCE PROGRAM IS A COMPREHENSIVE SCHOOL RECOGNITION PROGRAM THAT BEGAN 36 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 AND CULTURE; 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 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-TO-40-PAGE DETAILED APPLICATION, WHICH IS READ, REVIEWED AND EVALUATED BY A PANEL OF LEADERS FROM THE EDUCATION AND BUSINESS COMMUNITIES. SCHOOLS WHOSE WRITTEN APPLICATIONS QUALIFY FOR IT RECEIVE A DAY-AND-A-HALF-LONG SITE VISIT FROM MEMBERS OF A REVIEW 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, 247 SCHOOLS FROM THROUGHOUT THE STATE HAVE APPLIED FOR CONSIDERATION OF THE A+ SCHOOL OF EXCELLENCE AWARD. SCHOOLS USE THE COVETED A+ SCHOOL DISTINCTION AS A RECRUITING TOOL FOR NEW STUDENTS AND CIVIC LEADERS USE IT AS A WAY TO LURE INDUSTRY TO LOCAL COMMUNITIES. SINCE 1991, 589 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 SCHOOL LEADERS PROFESS THAT EARNING THE AWARD ENABLES SCHOOLS TO COLLABORATE WITH THE COMMUNITY THEY SERVE 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 PUBLIC SCHOOLS AND SCHOOL DISTRICTS. AWARDED SCHOOLS ENCOURAGE FELLOW EDUCATORS, PARENTS AND BUSINESSES TO VISIT THEIR SCHOOLS; THEY 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 (SEE DESCRIPTION BELOW).
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IRS990/ProgSrvcAccomActy3Grp/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. MORE THAN 500,000 STUDENTS STATEWIDE IN GRADES KINDERGARTEN THROUGH EIGHT 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., SO ARIZONA'S CHAMPION CAN COMPETE IN THE SCRIPPS NATIONAL SPELLING BEE IN LATE SPRING.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0TEACHSTEM IS AEF'S NEWEST PROGRAM. AIMED AT COMBATING THE ARIZONA STEM TEACHER SHORTAGE, THIS PROGRAM MOTIVATES HIGH SCHOOL STUDENTS TO BECOME STEM TEACHERS. AEF PAIRS AN ARIZONA TEACHER OF THE YEAR WITH A HIGH SCHOOL TO SERVE AS A STEM COACH TO NOT ONLY TEACH STUDENTS VITAL STEM LEARNING SKILLS, BUT ALSO WORK WITH THEM ON BECOMING STEM TEACHERS. THE FIRST TIME MOST HIGH SCHOOL STUDENTS LEARN ABOUT STEM IS THROUGH A TEACHER; YET, WITH STEM TEACHER SHORTAGES PLAGUING ALMOST EVERY HIGH SCHOOL IN ARIZONA, OPPORTUNITIES FOR STUDENTS TO LEARN FROM AND INTERACT WITH STEM EDUCATORS ARE GROWING FEW AND FAR BETWEEN. TEACHSTEM IS FOSTERING THE NEXT GENERATION OF STEM TEACHERS FOR ARIZONA SCHOOLS. THE PROGRAM ALSO UTILIZES STEM SUBJECT MATTER EXPERTS WHO ARE GUEST SPEAKERS AND TALK WITH STUDENTS ABOUT STEM CAREERS. 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 PROFESSIONAL STANDARDS FOR EDUCATIONAL LEADERS 2015, 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 12TH YEAR, THE PLAA COHORT COMPRISES NEW AND ASPIRING PRINCIPALS FROM ELEMENTARY AND SECONDARY PUBLIC TRADITIONAL AND CHARTER SCHOOLS. PARTICIPANTS ARE PAIRED WITH A+ SCHOOL OF EXCELLENCE PRINCIPALS WHO MENTOR AND ASSIST THEM WITH DEVELOPING THEIR LEADERSHIP SKILLS. 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 EXPERT SPEAKERS TO INFORM PARTICIPANTS ON TOPICS SUCH AS: COMMUNITY AND BUSINESS INVOLVEMENT IN SCHOOLS; DEVELOPING AND MAINTAINING A POSITIVE CULTURE OF LEARNING; WHAT OUTSTANDING TEACHERS NEED FROM THEIR ADMINISTRATORS; COMMUNICATION SKILLS; ADVOCATING EFFECTIVELY FOR A SCHOOL COMMUNITY; AND DEALING WITH PUBLIC POLICY MAKERS. TO DATE, OVER 200 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 ENTRIES. 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 RELEVANCE TO THE THEME, 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 BY TOP STATE OFFICIALS. 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 CREATIVE WRITING SKILLS HAVE AN OPPORTUNITY TO MEET STATE LEADERS, BE PUBLICLY RECOGNIZED FOR THEIR ACHIEVEMENTS, AND VISIT THE STATE CAPITOL. IN THE FALL OF 2014, AEF COLLABORATED WITH THREE OTHER EDUCATION ORGANIZATIONS IN ARIZONA TO LAUNCH THE TAKE YOUR LEGISLATOR TO SCHOOL PROGRAM. THIS INITIATIVE IDENTIFIES AWARD-WINNING TEACHERS AND TEACHER LEADERS, PAIRING THEM WITH ARIZONA STATE LEGISLATORS WHO FROM THE DISTRICT IN WHICH THEIR SCHOOL IS SITUATED. TEACHER HOSTS INVITE THEIR LEGISLATOR TO SHADOW THEM FOR A DAY IN THEIR CLASSROOM. GOALS FOR
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Document Assets

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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