Literacy Connects FY2021 filing

Tax-deductible

Tucson, AZ501(c)(3)Since 1969EducationEIN 23-7047508

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

501(c)(3) charity; gifts are tax-deductible.
76¢ of each $1 spent went to programs.
$177K 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

FY2021 · 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
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $347K a year · 13% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
76%
of spending
Looks good: 76% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$177K
to officers and key staff · 9% of spending
Looks good: pay to officers and key staff is 9% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
9 mo
of spending, in cash
Looks good: 8.7 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
$785K
22% of total assets
Looks good: liabilities are 22% 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
$2.4M
+13% vs prior year
Spent
$1.9M
To programs
76%
Net assets
$2.8M
By yearFY2020–FY2024
Revenue
$2.4M
FY2021▲ +13%
Revenue by fiscal year
FY2020$2.1M
FY2021$2.4M
FY2022$2.3M
FY2023$3.5M
FY2024$3.1M
FY2024$3.2M
Expenses
$1.9M
FY2021▼ -3%
Expenses by fiscal year
FY2020$2.0M
FY2021$1.9M
FY2022$2.2M
FY2023$2.5M
FY2024$3.1M
FY2024$3.3M
Net assets
$2.8M
FY2021▲ +22%
Net assets by fiscal year
FY2020$2.3M
FY2021$2.8M
FY2022$2.9M
FY2023$3.8M
FY2024$3.9M
FY2024$4.3M

From the FY2021 Form 990 (year ending June 2021) · figures checked against the IRS filing · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Dec 1969.

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

Where the money goes

76 cents of each dollar spent went to programs.

Program services 76% · $1.5M Management & general 9% · $176K Fundraising 15% · $282K

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

Who runs it and what they're paid

21 people listed on the 990; $177K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Executive Di
$113,912Pt VII · Sec A
Finance/Ops
$55,748Pt VII · Sec A
Executive Di
$7,692Pt VII · Sec A
Member
$0Pt VII · Sec A
$0Pt VII · Sec A
Past Treasur
$0Pt VII · Sec A
$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

NameFY2024FY2024FY2023FY2022FY2021FY2020
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.

See Literacy Connects executive salaries →

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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.

Provided by the organization

This section is blank until Literacy Connects claims this page.

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3 program services account for $1.3M of program spending, described in the organization's own filed words · FY2020.
01

The adult programs of literacy connects, adult basic literacy and english language acquisition for adults, provided resources, support and ongoing training to 128 volunteers, during the fiscal year.

$595Kprogram expense
02

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. This fiscal year, their professional theatre program inspired 4,550 elemetary and middle school children to write 2,675 stories, 415 of which were presented back to students…

$372Kprogram expense
03

Literacy connects' reading seed program trained and supported 48 volunteer reading coaches to work one-to-one with 234 students in kindergarten through second grade who needed extra support in developing healthy relationships with books and reading.

$297Kprogram expense

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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 FY2021 990, line by line.

1The main four
Money inPt VIII
$2.4M
Ln 12
Gifts and grantsLn 1h$2.3M
Other incomeLn 4–11$83K
Investment incomeLn 3$6K
Money outPt IX
$1.9M
Ln 25
Programscol B$1.5M
Managementcol C$176K
Fundraisingcol D$282K
Owns and owesPt X
$2.8M
net assets · Ln 32
Cash and savingsLn 1–2$1.4M
Total assetsLn 16$3.6M
LiabilitiesLn 26$785K
PeoplePt VI, VII
21
listed · VII A
PaidVII A3
Voting boardVI 1a17
IndependentVI 1b17
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$2.3M
Government grantsLn 1e$528K
Fundraising eventsLn 1c$9K
Fees for servicesLn 2g$5K
Investment incomeLn 3$6K
Other incomeLn 4–11$83K
Total revenueLn 12$2.4M
Assets in detailPt X, end of year
CashLn 1$200K
SavingsLn 2$1.2M
Cash and savings togetherLn 1–2$1.4M
Land, buildings, equipmentLn 10c$1.8M
Other assetsLn 15$278K
Total assetsLn 16$3.6M
LiabilitiesLn 26$785K
Net assetsLn 32$2.8M
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 FY21End FY21
Cash and savingsLn 1–2$926K$1.4M
Land, buildings, equipmentLn 10c$1.9M$1.8M
Total assetsLn 16$3.1M$3.6M
LiabilitiesLn 26$803K$785K
Net assetsLn 32$2.3M$2.8M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$199K$86K$52K$61K
Other salaries and wagesLn 7$1.0M$844K$54K$135K
Pension plan contributionsLn 8$23K$17K$2K$4K
Other employee benefitsLn 9$91K$78K$8K$5K
Payroll taxesLn 10$107K$80K$9K$17K
Management feesLn 11a$60K$57K$2K
Accounting feesLn 11c$10K$10K
Professional fundraising feesLn 11e$12K$12K
Other fees for servicesLn 11g$15K$774$14K$48
Advertising and promotionLn 12$17K$11K$719$6K
Office expensesLn 13$132K$104K$14K$14K
OccupancyLn 16$22K$20K$900$900
Conferences, conventions and meetingsLn 19$5K$4K$205$929
InterestLn 20$20K$18K$1K$1K
Depreciation, depletion and amortizationLn 22$100K$73K$9K$18K
InsuranceLn 23$24K$21K$1K$1K
Other expenses (24a–d)Ln 24$76K$72K$367$3K
All other expensesLn 24e$1K$1K
Total functional expensesLn 25$1.9M$1.5M$176K$282K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
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 Viewing $2.4M$1.9M$451K$2.8M 990 PDF
FY2020 $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 FY2021 990 (4 parts)
Part VIII · Statement of revenue $2,396,997 across 9 lines filed
VIII-1a Federated campaigns$68,000
VIII-1c Fundraising events$8,625
VIII-1e Government grants$527,570
VIII-1f All other contributions, gifts and grants$1,699,097
VIII-1h Total contributions, gifts and grants$2,303,292
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $4,718$4,718
VIII-3 Investment incomeExcluded from tax $5,670$5,670
VIII-8 Net income from fundraising events$83,317
VIII-12 Total revenueRelated to mission $4,718 · Excluded from tax $5,670$2,396,997
Part IX · Statement of functional expenses $1,945,978 across 18 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $85,710 · Management $51,964 · Fundraising $61,422$199,096
IX-7 Other salaries and wagesPrograms $843,702 · Management $53,651 · Fundraising $135,315$1,032,668
IX-8 Pension plan contributionsPrograms $16,771 · Management $1,703 · Fundraising $4,320$22,794
IX-9 Other employee benefitsPrograms $78,094 · Management $8,204 · Fundraising $4,953$91,251
IX-10 Payroll taxesPrograms $80,314 · Management $9,237 · Fundraising $17,035$106,586
IX-11a Management feesPrograms $57,488 · Fundraising $2,200$59,688
IX-11c Accounting feesManagement $10,460$10,460
IX-11e Professional fundraising feesFundraising $11,962$11,962
IX-11g Other fees for servicesPrograms $774 · Management $13,748 · Fundraising $48$14,570
IX-12 Advertising and promotionPrograms $10,611 · Management $719 · Fundraising $5,687$17,017
IX-13 Office expensesPrograms $104,335 · Management $13,880 · Fundraising $14,002$132,217
IX-16 OccupancyPrograms $20,255 · Management $900 · Fundraising $900$22,055
IX-19 Conferences, conventions and meetingsPrograms $4,067 · Management $205 · Fundraising $929$5,201
IX-20 InterestPrograms $17,529 · Management $1,195 · Fundraising $1,195$19,919
IX-22 Depreciation, depletion and amortizationPrograms $72,688 · Management $8,961 · Fundraising $17,923$99,572
IX-23 InsurancePrograms $21,245 · Management $1,180 · Fundraising $1,180$23,605
IX-24 Other expenses (24a–d)Programs $72,385 · Management $367 · Fundraising $3,338$76,090
IX-24e All other expensesPrograms $1,227$1,227
IX-25 Total functional expensesPrograms $1,487,195 · Management $176,374 · Fundraising $282,409$1,945,978
Part X · Balance sheet $3,553,205 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $495,866$200,313
X-2 Savings and temporary cash investmentsStart of year $429,874$1,203,422
X-3 Pledges and grants receivableStart of year $10,000$27,500
X-4 Accounts receivableStart of year $8,750$15,164
X-9 Prepaid expenses and deferred chargesStart of year $5,972$12,955
X-10c Land, buildings and equipment, netStart of year $1,901,078$1,815,498
X-15 Other assetsStart of year $213,360$278,353
X-16 Total assetsStart of year $3,064,900$3,553,205
X-17 Accounts payable and accrued expensesStart of year $137,387$127,184
X-26 Total liabilitiesStart of year $802,806$784,920
X-27 Net assets without donor restrictionsStart of year $1,925,852$2,355,065
X-28 Net assets with donor restrictionsStart of year $336,242$413,220
X-32 Total net assets or fund balancesStart of year $2,262,094$2,768,285
X-33 Total liabilities and net assetsStart of year $3,064,900$3,553,205
Part XI · Reconciliation of net assets $2,768,285 net assets at year end
XI-1 Total revenue$2,396,997
XI-2 Total expenses$1,945,978
XI-3 Revenue less expenses$451,019
XI-4 Net assets at start of year$2,262,094
XI-5 Net unrealized gains (losses) on investments$55,172
XI-10 Net assets at end of year$2,768,285

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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