ARIZONA GRANTMAKERS FORUM

EIN: 861040394 501(c)(3)

PHOENIX, AZ

Total Revenue
$309,042
Total Expenses
$1,070,776
Total Assets
N/A
Net Assets
N/A
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Financial Trends

Organization Details

Formation Year
2001
Legal Domicile
AZ
Principal Officer
KRISTEN MERRIFIELD
Phone
6029772756
Tax Period
2022-01-01 to 2022-07-31

ARIZONA GRANTMAKERS FORUM, founded in 2001, is a small nonprofit that reported $309K in total revenue in fiscal year 2021. Revenue decreased 16% compared to the prior year. Expenses of $1.1M exceeded revenue, resulting in a 246% operating deficit.

Mission

TO ENCOURAGE, ASSIST, PROMOTE PRIVATE PHILANTHROPY TO INCREASE THE AWARENESS, APPRECIATION, EFFECTIVENESS OF PRIVATE PHILANTHROPY BY PROVIDING INFORMATION, NETWORKING OPPORTUNITIES, TECHNICAL ASSISTANCE, RELATED SERVICES TO PRIVATE FOUNDATIONS, TRUSTS, CORPORATIONS, ENDOWED COMMUNITY FOUNDATIONS, GOVERNMENT, INDIVIDUALS.

Program Service Accomplishments

Program 1
Expenses: $889,820 Revenue: $42,652

GRANTMAKER EDUCATION NETWORKING OPPORTUNITIES - BY JUNE 2022, ARIZONA GRANTMAKERS WELCOMED 8 NEW MEMBERS, BRINGING THE GROWING STATEWIDE NETWORK TO NEARLY 80 PHILANTHROPIC ORGANIZATIONS AND...

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GRANTMAKER EDUCATION NETWORKING OPPORTUNITIES - BY JUNE 2022, ARIZONA GRANTMAKERS WELCOMED 8 NEW MEMBERS, BRINGING THE GROWING STATEWIDE NETWORK TO NEARLY 80 PHILANTHROPIC ORGANIZATIONS AND CORPORATIONS. ARIZONA GRANTMAKERS HELD 40 VIRTUAL MEMBER-DRIVEN GATHERINGS, AFFINITY GROUP MEETINGS, AND EDUCATIONAL PROGRAMS. PROGRAMS WERE HIGHLY RATED, RECEIVING AN OVERALL AVERAGE SCORE OF 4.5 OUT OF 5. ALL ARIZONA GRANTMAKERS AFFINITY GROUPS CONTINUED TO MEET REGULARLY WITH ROBUST PROGRAMMING AND OPPORTUNITIES FOR MEMBERS TO CONNECT AND COLLABORATE. ARIZONA GRANTMAKERS RACIAL JUSTICE, EQUITY, DIVERSITY, INCLUSION AFFINITY GROUP CONTINUED TO CREATE A SPACE FOR MEMBERS TO EXPLORE EMERGING BEST PRACTICES FOR ADVANCING RACIAL EQUITY THROUGH GRANTMAKING AND PROVIDE PERSONAL SUPPORT AND ACCOUNTABILITY FROM PEERS. IN COLLABORATION WITH MEMBERS, ARIZONA GRANTMAKERS TEAM EXECUTED A SUCCESSFUL AND WELL-ATTENDED PHILANTHROPY TRACK AT ALLIANCE OF ARIZONA NONPROFITS 2022 ENGAGE CONFERENCE FOCUSED ON ADVOCACY, RACIAL JUSTICE, BUILDING AUTHENTIC PARTNERSHIPS, AND TRUST-BASED PHILANTHROPY.

Program 2
Expenses: $44,234

ADVOCACY PUBLIC POLICY - ARIZONA GRANTMAKERS PARTNERED WITH ALLIANCE OF ARIZONA NONPROFITS TO CO-HOST THE MARCH 10, 2022 DAY OF ADVOCACY AT THE STATE CAPITAL TO STRENGTHEN RELATIONSHIPS AND SHARE OUR...

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ADVOCACY PUBLIC POLICY - ARIZONA GRANTMAKERS PARTNERED WITH ALLIANCE OF ARIZONA NONPROFITS TO CO-HOST THE MARCH 10, 2022 DAY OF ADVOCACY AT THE STATE CAPITAL TO STRENGTHEN RELATIONSHIPS AND SHARE OUR POLICY PRIORITIES WITH LEGISLATORS.

Program 3
Expenses: $55,693 Revenue: $100

ONGOING MEMBER SERVICES AND DEVELOPMENTS - ARIZONA GRANTMAKERS FORUM CONTINUED ITS COMMITMENT TO PROVIDING TIMELY AND VALUABLE SERVICE TO ITS MEMBERS BY OFFERING DIRECT MEMBER CONNECTIONS, RESEARCH...

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ONGOING MEMBER SERVICES AND DEVELOPMENTS - ARIZONA GRANTMAKERS FORUM CONTINUED ITS COMMITMENT TO PROVIDING TIMELY AND VALUABLE SERVICE TO ITS MEMBERS BY OFFERING DIRECT MEMBER CONNECTIONS, RESEARCH, JOB POSTINGS, AND LEADERSHIP OPPORTUNITIES THROUGH COMMITTEE AND BOARD SERVICE. IN ADDITION, ARIZONA GRANTMAKERS DISTRIBUTED NEWS AND RESOURCES THROUGH MONTHLY E-NEWSLETTERS AND MANAGES A MEMBER DATABASE. ARIZONA GRANTMAKERS FORUM SUCCESSFULLY IMPLEMENTED A MERGER WITH ALLIANCE OF ARIZONA NONPROFITS THAT WAS OFFICIAL ON AUGUST 1, 2022. HIGHLIGHTS OF THE IMPLEMENTATION PHASE INCLUDED COMPLETION OF THE DUE DILIGENCE PROCESS, THREE STAKEHOLDER RETREATS ATTENDED BY 200 ALLIANCE AND ARIZONA GRANTMAKERS MEMBERS AND COMMUNITY STAKEHOLDERS. THE ARIZONA GRANTMAKERS AND ALLIANCE OF ARIZONA NONPROFITS BOARDS OF DIRECTORS VOTED UNANIMOUSLY TO APPROVE THE MERGER IN JUNE 2022 AND JULY 2022, RESPECTIVELY.

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2021)

Revenue Breakdown

Contributions & Grants $264,294
Program Service Revenue $42,752
Investment Income $1,996
Other Revenue $0
TOTAL REVENUE $309,042

Expense Breakdown

Grants Paid $828,708
Salaries & Benefits $169,139
Fundraising Expenses $17,428
Program Expenses $989,747
Other Expenses $72,929
TOTAL EXPENSES $1,070,776

Year-over-Year Comparison

2021 2020 Change
Revenue $309,042 $368,740 -0.2%
Expenses $1,070,776 $752,323 +0.4%
Net Income $-761,734 $-383,583 +1.0%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
11
Independent Members
11
Employees
N/A
Volunteers
83

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$91,906
Total Directors
11
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
LAURIE LILES CHIEF PUBLIC POLICY OFFICER 040.00
Officer
$84,675 $7,231 $91,906
ELIZABETH BARKER ALVAREZ CHAIR 003.00
Officer Director
$0 $0 $0
WENDY ERICA WERDEN VICE CHAIR 003.00
Officer Director
$0 $0 $0
MESHA DAVIS IMMEDIATE PAST CHAIR 003.00
Officer Director
$0 $0 $0
MATT ELLSWORTH TREASURER 003.00
Officer Director
$0 $0 $0
JOHN AMOROSO DIRECTOR 003.00
Director
$0 $0 $0
MARIA ECHEVESTE DIRECTOR 003.00
Director
$0 $0 $0
MARGARET HEPBURN DIRECTOR 003.00
Director
$0 $0 $0
TERRY HINES DIRECTOR 003.00
Director
$0 $0 $0
MARCUS JOHNSON DIRECTOR 003.00
Director
$0 $0 $0
ANDREA MORENO DIRECTOR 003.00
Director
$0 $0 $0
GLENN WIKE DIRECTOR 003.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2022 $309,042 $1,070,776 No data $-761,734
2021 $375,484 $509,215 $886,067 $-133,731
2020 $368,740 $752,323 $1,004,566 $-383,583
2019 $461,138 $549,880 $1,344,860 $-88,742
2018 $1,338,315 $328,230 $1,387,481 $1,010,085
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