Arizona Learning Institute: Nonprofit Profile, Financials & Form 990 (EIN 27-1271506)

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2020.

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

Where the money goes

89 cents of each dollar spent went to programs.

89%

Program services 89% · $134K Management & general 9% · $14K Fundraising 2% · $2K

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

Something off? Claim to add context

Who runs it and what they're paid

3 people listed on the 990; $37K paid to officers and key staff.

Part VII, Section A · reportable compensation

Angelica Rodriguez

Secretary

$12,500Pt VII · Sec A

Sandra Lynn Hillegass

Treasurer

$12,500Pt VII · Sec A

Marjorie Jones-Schafer

Executive Director

$12,000Pt VII · Sec A

See Arizona Learning Institute executive salaries →

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 15aNo

Programs and updates

Improves lives by teaching parenting and reading skills, and supporting schools for those with learning difficulties.

Questions for Arizona Learning Institute

Tap to ask. Arizona Learning Institute sees how many people are interested.

Your first name shows with your question. Arizona Learning Institute answers here, for everyone.

3 programs · $94K · in their own filed words · FY2020

01

Helios Helios has supported the education-related work of Valley of the Sun United Way (VSUW) and invested in the transformative power of education.

$39Kprogram expense

02

Valley of the Sun United Way (July 2019-June 2020) Breaking the cycle of poverty for every child, individual, and family in Maricopa County.

$29Kprogram expense

03

Readiness Basket a bilingual (English/Spanish) training, is an exciting interactive parent and child learning workshop series offered through selected AZ schools, community sites, and Family Resource Centers. The program is offered to parents,caregivers and their young children ages 0 5.

$25Kprogram 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 · FY2021

Valley of the Sun United WayFY2021$12K

Total grants receivedfrom 1 funder$12K

By the numbers

The FY2020 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$89K

Ln 12

Gifts and grantsLn 1h$89K

Money outPt IX

$150K

Ln 25

Programscol B$134K

Managementcol C$14K

Fundraisingcol D$2K

Owns and owesPt X

$0

net assets · Ln 32

Total assetsLn 16$0

LiabilitiesLn 26$0

PeoplePt VI, VII

3

listed · VII A

PaidVII A3

Voting boardVI 1a3

IndependentVI 1b2

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$89K

Government grantsLn 1e$86K

Total revenueLn 12$89K

Assets in detailPt X, end of year

Total assetsLn 16$0

LiabilitiesLn 26$0

Net assetsLn 32$0

OperationsPt I, VI

EmployeesI 50

VolunteersI 65

Fiscal year endsHeaderDecember

Conflict-of-interest policyVI 12aYes

Whistleblower policyVI 13Yes

Records policyVI 14Yes

3More from this return

EndowmentSch D · Pt V

Line	FY20	FY19	FY18	FY17
End of yearLn 1g	$103K	$103K	$103K	$103K
Given inLn 1b				$103K

4Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY20	End FY20
Total assetsLn 16	$179K	$0
LiabilitiesLn 26	$0	$0
Net assetsLn 32	$179K	$0

5Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Pay of current officers, directors and key staffLn 5	$28K	$28K	$0	$0
Legal feesLn 11b	$2	$0	$2	$0
Accounting feesLn 11c	$5K	$0	$5K	$0
Professional fundraising feesLn 11e	$2K			$2K
Office expensesLn 13	$4K	$2K	$2K	$0
TravelLn 17	$27	$27	$0	$0
InsuranceLn 23	$1K	$1K	$0	$0
Other expenses (24a–d)Ln 24	$110K	$103K	$7K	$0
Total functional expensesLn 25	$150K	$134K	$14K	$2K

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2020 Latest ViewingFiled with the IRS Nov 16, 2021	$89K	$150K	−$61K	$0	990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants O · Explanations

See the full FY2020 990 (6 parts)

Part I · Summary $88,744 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $220,324$88,744

I-9 Program service revenue$0

I-10 Investment incomePrior year $3,066$0

I-11 Other revenue$0

I-12 Total revenuePrior year $223,390$88,744

I-13 Grants and similar amounts paid$0

I-14 Benefits paid to members$0

I-15 Salaries and benefitsPrior year $43,716$28,000

I-16a Professional fundraising fees$2,250

I-17 Other expensesPrior year $177,884$119,722

I-18 Total expensesPrior year $221,600$149,972

I-19 Revenue less expensesPrior year $1,790−$61,228

Part VI · Governance 2 of 3 board members independent, 1 to look at

VI-1a Voting members of the governing body3

VI-1b Independent voting members2

VI-15a Process for setting top official's payNo

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

Part VIII · Statement of revenue $88,744 across 4 lines filed

VIII-1e Government grants$86,297

VIII-1f All other contributions, gifts and grants$2,447

VIII-1h Total contributions, gifts and grants$88,744

VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$88,744

Part IX · Statement of functional expenses $149,972 across 8 lines filed

IX-5 Pay of current officers, directors and key staffPrograms $28,000 · Management $0 · Fundraising $0$28,000

IX-11b Legal feesPrograms $0 · Management $2 · Fundraising $0$2

IX-11c Accounting feesPrograms $0 · Management $4,963 · Fundraising $0$4,963

IX-11e Professional fundraising feesFundraising $2,250$2,250

IX-13 Office expensesPrograms $1,805 · Management $1,837 · Fundraising $0$3,642

IX-17 TravelPrograms $27 · Management $0 · Fundraising $0$27

IX-23 InsurancePrograms $1,053 · Management $0 · Fundraising $0$1,053

IX-24 Other expenses (24a–d)Programs $103,071 · Management $6,964 · Fundraising $0$110,035

IX-25 Total functional expensesPrograms $133,956 · Management $13,766 · Fundraising $2,250$149,972

Part X · Balance sheet $0 assets, 4 lines filed

X-16 Total assetsStart of year $178,609$0

X-26 Total liabilitiesStart of year $0$0

X-32 Total net assets or fund balancesStart of year $178,609$0

X-33 Total liabilities and net assetsStart of year $178,609$0

Part XI · Reconciliation of net assets $0 net assets at year end

XI-1 Total revenue$88,744

XI-2 Total expenses$149,972

XI-3 Revenue less expenses−$61,228

XI-4 Net assets at start of year$178,609

XI-10 Net assets at end of year$0

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

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.