Tucson Values Teachers EIN 26-4637708

Tucson Values Teachers FY2021 filing

EIN  26-4637708 Public charity (501(c)(3)) Tucson, AZ
Form 990 (PDF)
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Size
$100K–1M
What they do
Supports great teachers and promotes the teaching profession's value.
Leadership
Andy Heinemann · CEO · $90K
Money in and out
$617K revenue, $319K expenses
Bottom line
46% program efficiency

Supports great teachers and promotes the teaching profession's value. For fiscal year 2021 it reported $617K in revenue, $319K in expenses, and $384K in net assets.Pt I

Where the money goes · FY2021
Total revenue
$617K
Pt VIII · Ln 12
Total expenses
$319K
Pt IX · Ln 25
Net assets
$384K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $298K
Where spending went · Part IX cols B–D
Program services $0.46 Management & general $0.10 Fundraising $0.43
Program efficiency
46%
of spending reaches programs
Operating runway
14.5mo
months of highly liquid reserves at operating expense rate
Surplus margin
+48%
revenue over expenses, this year

Summary of the Filing

Part I · fiscal year 2021 · Form 990
Revenue
$617K
FY2021▲ +98%
Expenses
$319K
FY2021▲ +3%
Total assets
$385K
FY2021▲ +246%
Total liabilities
$1K
FY2021▼ -95%
Total revenue
$617K
Pt VIII · Ln 12
Total expenses
$319K
Pt IX · Ln 25
Net assets
$384K
Pt X · Ln 32
Revenue less expensesPt I · Ln 19$298K
Total assetsPt X · Ln 16$385K
Program-expense ratioPt IX · col B46%
Voting members of governing bodyPt I · Ln 315
Independent voting membersPt I · Ln 415
Mission & Programs · Part III

Where the work happens

1 program service account for $148K of program spending, described in the organization's own filed words · FY2021.
01

See schedule o

$148Kprogram expense

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Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CTucson Values Teachers
EINHdr · item D26-4637708
Principal addressHdr · item CTucson, AZ
WebsiteHdr · item Jwww.tucsonvaluesteachers.org
Year of formationHdr · item Lpending
State of legal domicileHdr · item MAZ
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFEmployment (J22)
Ruling yearIRS BMFNov 2010

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a15
Independent voting membersPt VI · Ln 1b15
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13Yes
Document retention policyPt VI · Ln 14No
CEO/top-official compensation independently reviewedPt VI · Ln 15aYes
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
$90,000Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Ex-Officio Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Teresa Hill’s $79K as CEO is at the 71st percentile of top reported officer pay among 1212 $100K–1M employment 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 · 2 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Andy Heinemann$11,250$90,000$90,000$90,000$90,000
Teresa Hill$78,750

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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Statement of Revenue

Part VIII
Contributions & grants$611K · 99%
Program service revenue$6K · 1%
Contributions & grants99%$611K
Program service revenue1%$6K
— government grantsLn 1e$51K
Total revenueLn 12$617K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.46 Management & general $0.10 Fundraising $0.43
Program services46%$148K
Management & general10%$34K
Fundraising43%$138K
Total functional expensesLn 25$319K

Balance Sheet

Part X · end of year
CashLn 1$385K
Total assetsLn 16$385K
Total liabilitiesLn 26$1K
Total net assetsLn 32$384K
Months of cash on handcomputed14.5

Financial Metrics

Form 990 · FY2021 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $385K · Operating expenses/yr $319K
14.5 months
Where the money goes
Program services
Program services $148K · Total expenses $319K
46%
Management & General
Management & general $34K · Total expenses $319K
10%
Fundraising
Fundraising $138K · Total expenses $319K
43%
Cost to raise $1
Fundraising expense (2-yr avg) $125K · Solicited contributions (2-yr avg) $436K
$0.29 to raise $1 (2-yr avg)
Where the money comes from
Contribution dependence
Contributions & grants $611K · Total revenue $617K
99%
Government reliance
Government grants $51K · Total revenue $617K
8%
Earned-income share
Program service revenue $6K · Total revenue $617K
1%
Investment reliance
Investment income $0 · Total revenue $617K
0%
Program self-sufficiency
Program service revenue $6K · Total expenses $319K
2%
Growth & trend
Revenue growth (YoY)
This year $617K · Prior year $312K
+98%
Net-asset trend (YoY)
End of year $384K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $617K · Expenses $319K
+48%
Liabilities-to-Assets
Total liabilities — · Total assets $385K
Net-asset ratio
Net assets $384K · Total assets $385K
100%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $385K
Excludes program-related investments (Pt X, ln 13)
People & payroll
Highest Reported Total Compensation
Individual Andy Heinemann · Reported title CEO · Highest reported compensation $90K · Total expenses $319K
28%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $161K · Total expenses $319K
51%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 46%
Overhead ratio 10%
Fundraising cost ratio 23%
Revenue growth 98%
Accounting fee ratio 1%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · received and paid
Grants received · FY2024
See all 5 funders →
Grants paid · 9 grants · $164K · 2022–2024
Unitemized GrantFY2024$24,000
Unitemized GrantFY2024$7,545
Unitemized GrantFY2024$6,335
Unitemized GrantFY2023$24,250
Unitemized GrantFY2022$24,250

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2024 (Latest)$540K revenue · ⤓ 990 PDF
FY2023$322K revenue · ⤓ 990 PDF
FY2022$233K revenue · ⤓ 990 PDF
FY2021$617K revenue · viewing · ⤓ 990 PDF
FY2020$312K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2021IRS
Classification, formation year, addressIRS Business Master File
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