ARIZONA EDUCATIONAL FOUNDATION INC

EIN: 942937109 501(c)(3)

PHOENIX, AZ

Total Revenue
$978,771
Total Expenses
$1,110,978
Total Assets
$2,019,462
Net Assets
$1,744,500
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Organization Details

Formation Year
1983
Legal Domicile
AZ
Principal Officer
KIM GRAHAM
Phone
4804219376
Tax Period
2023-10-01 to 2024-09-30

ARIZONA EDUCATIONAL FOUNDATION INC, founded in 1983, is a small nonprofit that reported $979K in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $1.1M exceeded revenue, resulting in a 14% operating deficit.

Mission

TO CELEBRATE EXCELLENCE AND CULTIVATE EQUITY IN PREK-12TH GRADE ARIZONA PUBLIC EDUCATION.

Program Service Accomplishments

Program 1
Expenses: $165,164

NOW IN ITS 42 YEAR, THE AEF ARIZONA TEACHER OF THE YEAR PROGRAM ANNUALLY SELECTS ARIZONA'S TEACHER OF THE YEAR AND RECOGNIZES AN ADDITIONAL FOURTEEN PREK-12 PUBLIC SCHOOL TEACHERS, ALL OF WHOM ARE...

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NOW IN ITS 42 YEAR, THE AEF ARIZONA TEACHER OF THE YEAR PROGRAM ANNUALLY SELECTS ARIZONA'S TEACHER OF THE YEAR AND RECOGNIZES AN ADDITIONAL FOURTEEN PREK-12 PUBLIC SCHOOL TEACHERS, ALL OF WHOM ARE EXCEPTIONALLY SKILLED, TALENTED AND DEDICATED. TEACHER OF THE YEAR NOMINEES ARE PUBLIC SCHOOL TEACHERS FROM ACROSS ARIZONA WHO HAVE GAINED THE RESPECT AND ADMIRATION OF STUDENTS, PARENTS, AND CO-WORKERS. THEY PLAY AN ACTIVE AND USEFUL ROLE IN THEIR COMMUNITIES AS WELL AS THEIR SCHOOLS, DISTINGUISHING THEMSELVES AS LEADERS. THE WINNER OF THE ARIZONA TEACHER OF THE YEAR AWARD GOES ON TO BECOME ARIZONA'S CANDIDATE FOR NATIONAL TEACHER OF THE YEAR. AEF DISBURSES A TOTAL OF 40,000 TO THE TOP 10 TEACHER OF THE YEAR FINALISTS AND SEMIFINALISTS AND AN ADDITIONAL 250 IN AMAZON GIFT CARDS TO FIVE HONORABLE MENTIONS. THE WINNER RECEIVES 15,000 AND OTHER PRIZES. AS ARIZONA'S TEACHER OF THE YEAR, THIS INDIVIDUAL TRAVELS TO WASHINGTON D.C. TO MEET THE PRESIDENT OF THE UNITED STATES AND ATTENDS INTERNATIONAL SPACE CAMP IN HUNTSVILLE, AL, WITH STATE TEACHERS OF THE YEAR FROM ACROSS THE NATION. THE NEXT FOUR RUNNERS-UP, CALLED "AMBASSADORS FOR EXCELLENCE," RECEIVE 5,000 EACH; EACH OF THE REMAINING FIVE SEMIFINALISTS RECEIVES 1,000. THE TEACHER OF THE YEAR AND AMBASSADORS UNDERGO PROFESSIONAL SPEECH AND MEDIA TRAINING, GIVING THEM THE TOOLS NECESSARY TO ADVOCATE EFFECTIVELY FOR EXCELLENCE IN EDUCATION AND ACT AS SPOKESPERSONS FOR THE TEACHING PROFESSION. COMBINED, THE ARIZONA TEACHER OF THE YEAR AND AMBASSADORS TYPICALLY MAKE IN EXCESS OF 100 PRESENTATIONS DURING THEIR YEARLONG TENURE. PRESENTATIONS ARE MADE TO GROUPS OF CIVIC LEADERS, PROSPECTIVE TEACHERS, CURRENT TEACHERS, SCHOOL BOARDS, SCHOOL ADMINISTRATORS, BUSINESS LEADERS, LEGISLATORS, GOVERNMENT LEADERS, AND STUDENTS. AWARD-WINNING TEACHERS SERVE ON STATEWIDE TASK FORCES, ADVISORY PANELS AND SERVE AS A RESOURCE TO STATE EDUCATION POLICY- MAKERS. AEF COVERS SUBSTITUTE TEACHER COSTS FOR THESE TEACHERS WHEN THEY ARE AWAY FROM THEIR CLASSROOMS. OVER THE PAST FIVE YEARS, THE ARIZONA EDUCATIONAL FOUNDATION HAS RECEIVED OVER 500 NOMINATIONS FOR CONSIDERATION FROM URBAN, SUBURBAN, RURAL SCHOOL DISTRICTS. ALL TEACHER CANDIDATES SUBMIT AN IN-DEPTH APPLICATION DETAILING THEIR EDUCATIONAL AND PROFESSIONAL BACKGROUND, THEIR COMMUNITY INVOLVEMENT, AND THEIR PHILOSOPHY OF TEACHING. CANDIDATES MUST IDENTIFY AND DISCUSS EDUCATIONAL ISSUES AND TRENDS, OFFER AN EVALUATION OF THE TEACHING PROFESSION AND INDICATE WHAT THEIR MESSAGE TO THE PUBLIC MIGHT BE AS AN ADVOCATE FOR EDUCATION. EACH APPLICATION IS REVIEWED AND SCORED BY A PANEL OF JUDGES CONSISTING OF EDUCATORS AND LEADERS FROM THE BUSINESS COMMUNITY. FROM THE WRITTEN APPLICATIONS, THE PANEL SELECTS 15 QUARTERFINALISTS. ALL FIFTEEN ENGAGE IN A VIDEO ROUND, WHICH NARROWS THE SELECTION DOWN TO 5 QUARTERFINALISTS AND 10 SEMIFINALISTS. THE PANEL THEN INTERVIEWS ALL TEN SEMIFINALISTS AND OBSERVES THEM TEACHING IN THEIR CLASSROOMS VIA VIDEO RECORDING. THE SELECTION PROCESS YIELDS THE TEACHER OF THE YEAR, FOUR AMBASSADORS AND FIVE SEMIFINALISTS. ONCE THE TOP 5 CANDIDATES ARE IDENTIFIED, AEF PREPARES AND PRODUCES A SHORT VIDEO OF EACH OF THE 5 CANDIDATES, WHICH IS SHOWN AT THE ARIZONA TEACHER OF THE YEAR AWARDS CELEBRATION WHEN THE WINNER IS ANNOUNCED. THE AWARDS CEREMONY ATTRACTS NEARLY 600 EDUCATION AND CORPORATE LEADERS, BECOMING THE ONLY STATEWIDE EVENT THAT FOCUSES SOLELY ON TEACHERS AND CELEBRATES EXCELLENCE IN THE TEACHING PROFESSION.

Program 2
Expenses: $56,547

THE AEF A+ SCHOOL OF EXCELLENCE PROGRAM IS A COMPREHENSIVE SCHOOL RECOGNITION PROGRAM THAT BEGAN 42 YEARS AGO. THROUGH THE PROGRAM, AEF IDENTIFIES, RECOGNIZES AND REWARDS PRE- KINDERGARTEN THROUGH...

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THE AEF A+ SCHOOL OF EXCELLENCE PROGRAM IS A COMPREHENSIVE SCHOOL RECOGNITION PROGRAM THAT BEGAN 42 YEARS AGO. THROUGH THE PROGRAM, AEF IDENTIFIES, RECOGNIZES AND REWARDS PRE- KINDERGARTEN THROUGH 12TH GRADE PUBLIC SCHOOLS THROUGHOUT ARIZONA THAT DEMONSTRATE EXCELLENCE IN EVERY ASPECT OF EDUCATION: STUDENT FOCUS AND SUPPORT; SCHOOL ORGANIZATION AND CULTURE; CHALLENGING AND VIABLE CURRICULUM; ACTIVE TEACHING AND LEARNING; PROFESSIONAL COMMUNITY; LEADERSHIP; COMMUNITY PARTNERSHIPS; AND ASSESSMENT. PRE-KINDERGARTEN THROUGH 12TH GRADE PUBLIC SCHOOLS IN ARIZONA THAT HAVE BEEN IN OPERATION FOR SIX OR MORE YEARS AND RECEIVED A GRADE OF "A- OR "B" FROM THE ARIZONA DEPARTMENT OF EDUCATION ARE ELIGIBLE TO APPLY FOR THIS PRESTIGIOUS, WELL-KNOWN, AND COVETED AWARD. THE PROCESS NECESSITATES THAT THE SCHOOL COMPLETE AND SUBMIT A 35-TO-40-PAGE DETAILED APPLICATION, WHICH IS READ, REVIEWED AND EVALUATED BY A PANEL OF LEADERS FROM THE EDUCATION AND BUSINESS COMMUNITIES. SCHOOLS WHOSE WRITTEN APPLICATIONS QUALIFY FOR IT RECEIVE A DAY-AND-A-HALF-LONG SITE VISIT FROM MEMBERS OF A REVIEW COMMITTEE TO DETERMINE IF THE AWARD IS WARRANTED. THE A+ SCHOOL OF EXCELLENCE DESIGNATION IS VALID FOR FOUR YEARS, AFTER WHICH TIME A SCHOOL MUST RE-APPLY. AEF CONDUCTS INFORMATIONAL MEETINGS ACROSS ARIZONA EACH FALL TO INTRODUCE SCHOOLS TO AND ACQUAINT THEM WITH THE PROGRAM, GIVE INSIGHT ON WRITING A SUCCESSFUL APPLICATION, AND ENCOURAGE SCHOOLS TO APPLY FOR THE AWARD. SCHOOLS USE THE COVETED A+ SCHOOL DISTINCTION AS A RECRUITING TOOL FOR NEW STUDENTS AND CIVIC LEADERS USE IT AS A WAY TO LURE INDUSTRY TO LOCAL COMMUNITIES. SINCE 1991, OVER 800 SCHOOLS RANGING FROM URBAN AND SUBURBAN SCHOOLS TO RURAL AND SMALLER COMMUNITY SCHOOLS TO A SCHOOL LOCATED ON THE NAVAJO RESERVATION HAVE EARNED THE DESIGNATION. THE A+ SCHOOL OF EXCELLENCE PROGRAM PROVIDES AN OBJECTIVE, COMPREHENSIVE, AUTHENTIC ASSESSMENT OF APPLICANT SCHOOLS. AWARDED SCHOOL LEADERS PROFESS THAT EARNING THE AWARD ENABLES SCHOOLS TO COLLABORATE WITH THE COMMUNITY THEY SERVE IN ORDER TO ARTICULATE, ANALYZE, EVALUATE, MODIFY AND IMPROVE EVERY ASPECT RELATED TO THE EDUCATION AND CARE OF THEIR STUDENTS. THE PROCESS SERVES AS A SCHOOL IMPROVEMENT PLAN AND A NEEDS ASSESSMENT TOOL. THE COVETED AWARD VALIDATES A SCHOOL'S EFFECTIVENESS, UNIFIES THE COMMUNITY, BRINGS POSITIVE PUBLIC ATTENTION TO SUCCESSES IN PUBLIC EDUCATION, AND INSTILLS A SENSE OF PRIDE IN PUBLIC SCHOOLS AND SCHOOL DISTRICTS. AWARDED SCHOOLS ENCOURAGE FELLOW EDUCATORS, PARENTS AND BUSINESSES TO VISIT THEIR SCHOOLS; THEY SERVE AS MODELS OF EXEMPLARY EDUCATIONAL PRACTICES. A+ SCHOOL OF EXCELLENCE PRINCIPALS HAVE THE OPPORTUNITY TO BECOME MENTORS AND COACHES TO EMERGING SCHOOL LEADERS THROUGH AEF'S PRINCIPALS' LEADERSHIP ACADEMY (SEE DESCRIPTION BELOW).

Program 3
Expenses: $34,305

THE AEF ARIZONA STATE SPELLING BEE IS ADMINISTERED BY AEF TO DETERMINE ARIZONA'S REPRESENTATIVE IN THE ANNUAL SCRIPPS NATIONAL SPELLING BEE IN WASHINGTON D.C. SPELLING BEES GIVE STUDENTS FROM PUBLIC...

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THE AEF ARIZONA STATE SPELLING BEE IS ADMINISTERED BY AEF TO DETERMINE ARIZONA'S REPRESENTATIVE IN THE ANNUAL SCRIPPS NATIONAL SPELLING BEE IN WASHINGTON D.C. SPELLING BEES GIVE STUDENTS FROM PUBLIC, PRIVATE, CHARTER AND HOME SCHOOLS AN OPPORTUNITY TO UTILIZE THEIR SPELLING AND PHONETIC SKILLS IN A COMPETITIVE ENVIRONMENT AND A CHANCE TO PARTICIPATE IN HIGHER LEVEL BEES. SPELLING BEES GIVE STUDENTS WHO MIGHT NOT EXCEL IN MORE TRADITIONAL COMPETITIVE ENVIRONMENTS SUCH AS SPORTS AN OPPORTUNITY TO SHINE. ON AVERAGE, OVER 500,000 ARIZONA STUDENTS STATEWIDE IN GRADES KINDERGARTEN THROUGH EIGHT COMPETE IN CLASSROOM, SCHOOL, DISTRICT, AND COUNTY BEES TO QUALIFY AS ONE OF 28 FINALISTS IN THE STATE BEE. AEF WORKS YEAR-ROUND WITH SCHOOL, DISTRICT, REGIONAL AND COUNTY COORDINATORS ACROSS ARIZONA TO ENSURE CONSISTENCY AND FAIRNESS IN DETERMINING WHICH 28 SPELLERS WILL VIE FOR THE TITLE OF ARIZONA STATE SPELLING BEE CHAMPION. THE WINNER AND CHAPERONE RECEIVE AN ALL-EXPENSES PAID TRIP TO WASHINGTON D.C., SO ARIZONA'S CHAMPION CAN COMPETE IN THE SCRIPPS NATIONAL SPELLING BEE IN LATE SPRING.

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

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $974,512
Program Service Revenue $0
Investment Income $2,044
Other Revenue $2,215
TOTAL REVENUE $978,771

Expense Breakdown

Grants Paid $28,575
Salaries & Benefits $477,885
Fundraising Expenses $6,557
Program Expenses $997,597
Other Expenses $604,518
TOTAL EXPENSES $1,110,978

Year-over-Year Comparison

2023 2022 Change
Revenue $978,771 $894,532 +0.1%
Expenses $1,110,978 $894,327 +0.2%
Net Income $-132,207 $205 -645.9%
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
18
Independent Members
18
Employees
5
Volunteers
75

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
6
$137,829
Total Directors
20
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KIM GRAHAM CEO 40.00
Officer
$131,829 $6,000 $137,829
CHRISTI WARNER BEYER DIRECTOR 2.00
Director
$0 $0 $0
MICHELLE BUGH-DOHERTY DIRECTOR 2.00
Director
$0 $0 $0
JODI CHESBRO DIRECTOR 2.00
Director
$0 $0 $0
WASHINGTON COVENA DIRECTOR 2.00
Director
$0 $0 $0
SUZANNE DURKIN-BIGHORN DIRECTOR 2.00
Director
$0 $0 $0
LINDY GAUDIANO DIRECTOR 2.00
Director
$0 $0 $0
MARJANEH GILPATRICK VICE PRESIDE 2.00
Officer Director
$0 $0 $0
MATTHEW HESKETH VICE PRESIDE 2.00
Officer Director
$0 $0 $0
HEATHER HORROCKS DIRECTOR 2.00
Director
$0 $0 $0
STEPHEN JORDAN TREASURER 2.00
Officer Director
$0 $0 $0
DEEA MCBRIDE SECRETARY 2.00
Officer Director
$0 $0 $0
AMY MOORE DIRECTOR 2.00
Director
$0 $0 $0
MARIO MUZUROVIC DIRECTOR 2.00
Director
$0 $0 $0
JEREMY NELSON DIRECTOR 2.00
Director
$0 $0 $0
ERIC RODRIGUEZ DIRECTOR 2.00
Director
$0 $0 $0
PAM ROGGEMAN PRESIDENT 2.00
Officer Director
$0 $0 $0
COLLEEN SAUER DIRECTOR 2.00
Director
$0 $0 $0
GRANT SMEDLEY DIRECTOR 2.00
Director
$0 $0 $0
DAVID WILLIAMS DIRECTOR 2.00
Director
$0 $0 $0
MADELINE WINNEY DIRECTOR 2.00
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
2025 No data No data No data No data
2024 $978,771 $1,110,978 $2,019,462 $-132,207
2023 $894,532 $894,327 $1,719,027 $205
2022 $901,086 $672,902 $1,638,585 $228,184
2021 $533,605 $486,006 $1,722,676 $47,599
2020 $555,891 $480,266 $1,481,651 $75,625
2019 $681,719 $407,647 $1,304,495 $274,072
2019 $681,719 $407,647 $1,304,495 $274,072
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