Literacy Connects FY2020 filing

Tax-deductible

Tucson, AZ501(c)(3)Since 1969EducationEIN 23-7047508Revenue $2.1M in FY2020

On file with the IRSliteracyconnects.org200 E Yavapai Rd, 85705-3650 · Tucson, AZTax-exempt since Dec 1969Publicly supported charity — 170(b)(1)(A)(vi)

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Connecting people of all ages to a world of opportunities through Literacy and creative expression.

501(c)(3) charity; gifts are tax-deductible.
77¢ of each $1 spent went to programs.
$120K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 6
filings with a surplus
Average surplus $263K a year · 10% of revenue · last 6 filings
Fine: a surplus in 5 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
77%
of spending
Looks good: 77% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$120K
to officers and key staff · 6% of spending
Looks good: pay to officers and key staff is 6% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
6 mo
of spending, in cash
Looks good: 5.5 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
29
named funders · $1.1M
Looks good: 29 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$803K
26% of total assets
Looks good: liabilities are 26% of assets; 50% or less.
Pt X · Ln 26
Independent board members
17
of 17 voting members
Looks good: 17 of 17 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$2.1M
Spent
$2.0M
To programs
77%
Net assets
$2.3M
By yearFY2020–FY2025
Revenue
$2.1M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$2.1M
FY2021$2.4M
FY2022$2.3M
FY2023$3.5M
FY2024$3.1M
FY2025$3.2M
Expenses
$2.0M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$2.0M
FY2021$1.9M
FY2022$2.2M
FY2023$2.5M
FY2024$3.1M
FY2025$3.3M
Net assets
$2.3M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$2.3M
FY2021$2.8M
FY2022$2.9M
FY2023$3.8M
FY2024$3.9M
FY2025$4.3M

From the FY2020 Form 990 (year ending June 2020) · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Dec 1969.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

77 cents of each dollar spent went to programs.

Program services 77% · $1.5M Management & general 10% · $205K Fundraising 13% · $262K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

18 people listed on the 990; $120K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
Executive Di
$119,693Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
Constituent
$0Pt VII · Sec A
$0Pt VII · Sec A

Sharon O'Brien’s $100K as Executive Di is at the 32nd percentile of top reported officer pay among 3394 $1–10M education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 5 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Betty Stauffer————$113,912$119,693
Matthew Wahlquist——$109,223$110,000$7,692—
Sharon O'Brien$100,127$87,549$57,446———
Daniel Small$73,625$33,173————
Rebecca Werner——$57,966$55,681$55,748—

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Empowering all ages with literacy and creative expression to unlock opportunities.

Questions for Literacy Connects

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Provided by the organization

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3 programs · $1.3M · in their own filed words · FY2019
01

The adult programs of literacy connects, adult basic literacy and english language acquisition for adults, provided resources, support and ongoing training to 196 volunteers, during the fiscal year.

$618Kprogram expense
02

Literacy connects' reading seed program trained and supported 375 volunteer reading coaches to work one-to-one with 1,275 students in kindergarten through fifth grade who needed extra support in developing healthy relationships with books and reading.

$386Kprogram expense
03

Stories that soar is a literacy and arts integration program that promotes writing and creative expression by honoring children's original stories through the arts. In 2019-20, their professional theatre program inspired 6,906 elemetary school children to write 12,381 stories, 322 of which were performed before 6,403 audience members.

$309Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
See all 29 funders →

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$2.1M
Ln 12
Gifts and grantsLn 1h$2.0M
Other incomeLn 4–11$70K
Fees for servicesLn 2g$21K
Money outPt IX
$2.0M
Ln 25
Programscol B$1.5M
Managementcol C$205K
Fundraisingcol D$262K
Owns and owesPt X
$2.3M
net assets · Ln 32
Cash and savingsLn 1–2$926K
Total assetsLn 16$3.1M
LiabilitiesLn 26$803K
PeoplePt VI, VII
18
listed · VII A
PaidVII A1
Voting boardVI 1a17
IndependentVI 1b17
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$2.0M
Government grantsLn 1e$736K
Fundraising eventsLn 1c$9K
Fees for servicesLn 2g$21K
Investment incomeLn 3$5K
Other incomeLn 4–11$70K
Gains on assetsLn 7−$5K
Total revenueLn 12$2.1M
Assets in detailPt X, end of year
CashLn 1$496K
SavingsLn 2$430K
Cash and savings togetherLn 1–2$926K
Land, buildings, equipmentLn 10c$1.9M
Other assetsLn 15$213K
Total assetsLn 16$3.1M
LiabilitiesLn 26$803K
Net assetsLn 32$2.3M
OperationsPt I, VI
EmployeesI 552
VolunteersI 6482
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$744K$926K
Land, buildings, equipmentLn 10c$1.7M$1.9M
Total assetsLn 16$2.7M$3.1M
LiabilitiesLn 26$505K$803K
Net assetsLn 32$2.2M$2.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$125K$52K$22K$50K
Other salaries and wagesLn 7$1.1M$871K$73K$147K
Pension plan contributionsLn 8$24K$18K$2K$4K
Other employee benefitsLn 9$98K$83K$6K$9K
Payroll taxesLn 10$101K$77K$8K$16K
Management feesLn 11a$4K$4K
Accounting feesLn 11c$9K$9K
Other fees for servicesLn 11g$29K$26K$4K$295
Advertising and promotionLn 12$21K$15K$4K$2K
Office expensesLn 13$184K$132K$35K$16K
OccupancyLn 16$23K$17K$4K$2K
Conferences, conventions and meetingsLn 19$22K$12K$9K$1K
InterestLn 20$28K$20K$5K$2K
Depreciation, depletion and amortizationLn 22$61K$45K$11K$6K
InsuranceLn 23$22K$16K$4K$2K
Other expenses (24a–d)Ln 24$166K$159K$4K$2K
All other expensesLn 24e$5K$3K$860$430
Total functional expensesLn 25$2.0M$1.5M$205K$262K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $3.2M$3.3M−$154K$4.3M 990 PDF
FY2024 $3.1M$3.1M$48K$3.9M 990 PDF
FY2023 $3.5M$2.5M$972K$3.8M 990 PDF
FY2022 $2.3M$2.2M$162K$2.9M 990 PDF
FY2021 $2.4M$1.9M$451K$2.8M 990 PDF
FY2020 Viewing $2.1M$2.0M$100K$2.3M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (6 parts)
Part I · Summary $2,113,001 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $2,262,331$2,021,521
I-9 Program service revenuePrior year $88,304$21,455
I-10 Investment incomePrior year $6,616−$43
I-11 Other revenuePrior year $1,996$70,068
I-12 Total revenuePrior year $2,359,247$2,113,001
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $1,294,831$1,439,174
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $469,005$573,558
I-18 Total expensesPrior year $1,763,836$2,012,732
I-19 Revenue less expensesPrior year $595,411$100,269
Part VI · Governance 17 of 17 board members independent, no flags
VI-1a Voting members of the governing body17
VI-1b Independent voting members17
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $2,113,001 across 11 lines filed
VIII-1a Federated campaigns$68,503
VIII-1c Fundraising events$9,115
VIII-1e Government grants$735,917
VIII-1f All other contributions, gifts and grants$1,207,986
VIII-1h Total contributions, gifts and grants$2,021,521
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $21,455$21,455
VIII-3 Investment incomeExcluded from tax $5,045$5,045
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$5,088−$5,088
VIII-8 Net income from fundraising events$75,249
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax −$5,181−$5,181
VIII-12 Total revenueRelated to mission $21,455 · Excluded from tax −$5,224$2,113,001
Part IX · Statement of functional expenses $2,012,732 across 17 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $52,337 · Management $22,430 · Fundraising $49,844$124,611
IX-7 Other salaries and wagesPrograms $870,536 · Management $73,339 · Fundraising $147,427$1,091,302
IX-8 Pension plan contributionsPrograms $17,743 · Management $1,882 · Fundraising $4,363$23,988
IX-9 Other employee benefitsPrograms $82,817 · Management $5,819 · Fundraising $9,321$97,957
IX-10 Payroll taxesPrograms $77,152 · Management $7,908 · Fundraising $16,256$101,316
IX-11a Management feesManagement $3,750$3,750
IX-11c Accounting feesManagement $8,885$8,885
IX-11g Other fees for servicesPrograms $25,652 · Management $3,538 · Fundraising $295$29,485
IX-12 Advertising and promotionPrograms $15,475 · Management $3,816 · Fundraising $1,908$21,199
IX-13 Office expensesPrograms $131,982 · Management $35,360 · Fundraising $16,271$183,613
IX-16 OccupancyPrograms $16,954 · Management $4,181 · Fundraising $2,090$23,225
IX-19 Conferences, conventions and meetingsPrograms $11,773 · Management $9,103 · Fundraising $1,451$22,327
IX-20 InterestPrograms $20,103 · Management $4,957 · Fundraising $2,479$27,539
IX-22 Depreciation, depletion and amortizationPrograms $44,686 · Management $11,019 · Fundraising $5,509$61,214
IX-23 InsurancePrograms $15,963 · Management $3,936 · Fundraising $1,968$21,867
IX-24 Other expenses (24a–d)Programs $159,202 · Management $4,315 · Fundraising $2,158$165,675
IX-24e All other expensesPrograms $3,489 · Management $860 · Fundraising $430$4,779
IX-25 Total functional expensesPrograms $1,545,864 · Management $205,098 · Fundraising $261,770$2,012,732
Part X · Balance sheet $3,064,900 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $257,059$495,866
X-2 Savings and temporary cash investmentsStart of year $486,936$429,874
X-3 Pledges and grants receivableStart of year $113,212$10,000
X-4 Accounts receivableStart of year $3,740$8,750
X-9 Prepaid expenses and deferred chargesStart of year $12,968$5,972
X-10c Land, buildings and equipment, netStart of year $1,709,021$1,901,078
X-15 Other assetsStart of year $84,352$213,360
X-16 Total assetsStart of year $2,667,288$3,064,900
X-17 Accounts payable and accrued expensesStart of year $109,888$137,387
X-26 Total liabilitiesStart of year $505,463$802,806
X-27 Net assets without donor restrictionsStart of year $1,527,447$1,925,852
X-28 Net assets with donor restrictionsStart of year $634,378$336,242
X-32 Total net assets or fund balancesStart of year $2,161,825$2,262,094
X-33 Total liabilities and net assetsStart of year $2,667,288$3,064,900
Part XI · Reconciliation of net assets $2,262,094 net assets at year end
XI-1 Total revenue$2,113,001
XI-2 Total expenses$2,012,732
XI-3 Revenue less expenses$100,269
XI-4 Net assets at start of year$2,161,825
XI-10 Net assets at end of year$2,262,094

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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