2024-05-07T07:07:48-00:00 2023-06-30 822851604 SECHLER MORGAN CPAS PLLC 2418 W BARROW DRIVE CHANDLER AZ 85224 990 2022-07-01 860523265 Phoenix Union Partnership of Business and Education PHOE 4802693634 7650 S McClintock Dr STE 103-471 Tempe AZ 85284 DANIEL LEIS TREASURER 4802693634 2024-05-07 true DANIEL LEIS 999009999 KRISTINA MORGAN CPA P01370742 6022302700 2024-08-23 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z Phoenix Union Foundation for Education DANIEL LEIS 7650 S McClintock Dr Ste 103-471 Tempe AZ 85284 378263 false X Foundation4Education.org X 1984 AZ TO STRENGTHEN OUR COMMUNITY BY INVESTING IN STUDENT SUCCESS, THROUGH SCHOLARSHIPS FOR HIGHER EDUCATION AND FINANCIAL SUPPORT TO TEACHERS, STAFF, AND ADMINISTRATORS. 14 14 1 40 0 154054 241077 22050 20044 47628 27182 -6011 -25836 217721 262467 112823 144864 0 55512 64890 0 14476 76205 97455 244540 307209 -26819 -44742 1314041 1389117 145049 182550 1168992 1206567 FOR LEADERS IN BUSINESS AND EDUCATION TO ESTABLISH A LINK BETWEEN BUSINESS, HIGHER EDUCATION, AND THE PHOENIX UNION HIGH SCHOOL DISTRICT BY SUPPORTING AND ENRICHING THE EDUCATION OF STUDENTS THROUGH STUDENT SCHOLARSHIPS AND FINANCIAL SUPPORT TO TEACHERS, STAFF, AND ADMINISTRATORS. false false 211094 144864 20044 SECURED 25,000 IN GRANT FUNDING FROM BRISTOL MYER SQUIBB FOR SCHOLARSHIPS AWARDED TO GRADUATING PXU STUDENTS CHOOSING STEM-RELATED FIELD OF STUDY AND FOR STEM-RELATED MINI-GRANTS FOR EDUCATORS PARTNERED WITH THE GEORGE WASHINGTON CARVER MUSEUM AND CULTURAL CENTER TO HOST OUR GALA DINNER FUNDRAISING EVENT. CREATED A TEACHER APPRECIATION EVENT WITH THE SUPPORT OF OUR SPONSORS IN THE BUSINESS COMMUNITY AND INVITED ALL SCHOOLS WITHIN THE PXU SCHOOL DISTRICT TO PARTICIPATE IN A BOWL-A-THON AT MAVRIX IN SCOTTSDALE. 211094 true true false false false false false false false true false false false false false false false false false false false false false false true false false true false false false false false false false false false false false false false false false false false false false true 2 0 true 1 true false false false false false true true false false false false false false X 14 14 false false true false false false false true true false false true true true true true true false false false X Stellar ProAdvisors LLC 6026800046 9820 N Central Ave Ste 218 Phoenix AZ 85020 LAURA TAYLOR EXECUTIVE DIRECTOR 040.00 X 59600 0 0 APRIL COLEMAN PRESIDENT 005.00 X X 0 0 0 DANIEL LEIS TREASURER 003.00 X X 0 0 0 ADRIAN DE ALBA VICE-PRESIDENT 003.00 X X 0 0 0 ANDY FILLION DIRECTOR 001.00 X 0 0 0 ATKIMS MARTINEZ DIRECTOR 001.00 X 0 0 0 CINDY QUINTERO DIRECTOR 001.00 X 0 0 0 JOSE PATINO DIRECTOR 001.00 X 0 0 0 LETICIA AVALOS DIRECTOR 001.00 X 0 0 0 NATLAIA CHAVEZ DIRECTOR 001.00 X 0 0 0 PHILLIP WOOLEY DIRECTOR 001.00 X 0 0 0 RICHARD FRANCO DIRECTOR 001.00 X 0 0 0 ROSIE GASTELUM DIRECTOR 001.00 X 0 0 0 STACEY FLORES DIRECTOR 003.00 X 0 0 0 TINO HERNANDEZ DIRECTOR 001.00 X 0 0 0 59600 false false false 96459 144618 11095 241077 HALL OF FAME EVENT 900099 20044 20044 20044 16192 16192 10990 10990 10990 10990 85580 96459 113623 -28043 -28043 4380 2173 2207 2207 262467 20044 1346 14073 14073 130791 130791 0 0 59600 17880 35760 5960 0 0 0 0 5290 1587 3174 529 0 0 13020 13020 0 10949 10949 1308 392 785 131 0 11304 4556 2166 4582 18644 3017 12610 3017 0 1919 576 1151 192 0 0 35398 35398 0 0 0 2284 195 2024 65 AWARDS EXPENSE 1660 1660 BAD DEBT EXPENSES 969 969 0 307209 211094 81639 14476 181954 131091 60353 60451 970 5190 500 8945 1070264 1183440 1314041 1389117 1299 4950 143750 177600 145049 182550 X 1053199 1099283 115793 107284 1168992 1206567 1314041 1389117 X -44742 51342 30975 X false false false X 307715 254477 226429 154054 241077 1183752 307715 254477 226429 154054 241077 1183752 169037 1014715 15623 19884 17564 17140 16192 86403 1270155 86894 0.79890 0.81580 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 915514 155008 78525 106123 11359 3048 1028517 864296 139873 -58037 19750 10868 915514 727995 196033 53900 5832 864296 648559 94800 -9765 5599 727995 558821 77000 18646 5908 648559 0.90000 0.10000 true false Financial derivatives and other financial products Closely-held equity interests Federal income taxes V 4 THE COMBINED TOTAL OF DONOR TEMPORARILY RESTRICTED NET ASSETS IS 107,284. THE LARGEST PORTION OF THIS ARE FUNDS THE ORGANIZATION HOLDS AND MANAGES FOR SEVERAL NAMED SCHOLARSHIPS THAT ARE AWARDED EACH SCHOOL YEAR BASED ON THE CRITERIA SET BY THE DONORS. THE REMAINDER ARE DONOR-CONTROLLED FUNDS FOR ALUMNI ENGAGEMENT AND EMERGENCY CRISIS. IN ADDITION TO THE DONOR RESTRICTED FUNDS, THE ORGANIZATION HAS 921,233 OF BOARD DESIGNATED NET ASSETS WHICH ARE SPLIT 821,233 FOR ENDOWMENT FUNDS AND 100,000 FOR FOUNDATION SUSTAINABILITY. THE BOARD REVIEWS ITS DESIGNATED FUNDS ANNUALLY AND CAN MODIFY THE RESTRICTED PURPOSES FOR THESE FUNDS AT WILL. GALA 96201 42717 53484 2973 41387 25187 GOLF EVENT 48916 29876 19040 700 1998 16290 6178 1505 1 36922 23866 13056 100 11435 4687 1183 182039 96459 85580 800 1998 30698 52252 27875 113623 -28043 Part II Line 9a OTHER EXPENSES FOR THE GALA WERE AUCTION COGS 16,340, PAYMENT PROCESSING 3,176, SUPPLIES/DECOR 4,051, AND SECURITY/ATTENDANTS 1,620. Part II Line 9b OTHER EXPENSES FOR THE GOLF EVENT WERE PAYMENT PROCESSING 976, SIGNAGE 523, AND SUPPLIES/DECOR 6. Part II Line 9c OTHER EXPENSES FOR HOF GOLF WERE PAYMENT PROCESSING 676 AND SUPPLIES/DECOR 507. true Phoenix Public Library Foundation PO Box 3735 Phoenix AZ 85030 860835463 501c3 10000 Funding assistance for College Depot Others under reporting threshold 501c3 4073 3 Scholarships and Mini Grants 96 114000 16791 FMV School supplies, tools, equipment Part I Line 2 THE FOUNDATION MAKES SCHOLARSHIP DISBURSEMENTS DIRECTLY TO THE AWARDEES DESIGNATED COLLEGE OR UNIVERSITY. GRANTS TO THE SCHOOL FOR PROGRAMS ARE USED IMMEDIATELY FOR THEIR PROGRAMS AND AWARDS. NONPROFITS REQUESTS FUNDS FOR PROGRAMS WHICH IS REVIEWED AND APPROVED BY THE BOARD. THE NONPROFITS PROVIDE STATUS UPDATES ON FUNDS USED. Part III Line 1 THE MINI-GRANT APPLICATION CYCLE OCCURS TWICE A YEAR, ONCE A SEMESTER. THE FIRST APPLICATION OPENS AT THE BEGINNING OF AUGUST, CLOSES AT THE BEGINNING OF OCTOBER, AND ANNOUNCING RECIPIENTS IN NOVEMBER FOR FUNDING FOR PROJECTS THAT BEGIN WITH THE SPRING SEMESTER. THE SECOND CYCLE ACCEPTS APPLICATIONS FROM JANUARY THROUGH MID-MARCH, ANNOUNCING IN APRIL FOR THE NEXT FALL SEMESTER. THE APPLICATION AND DIRECTIONS ARE POSTED ON OUR WEBSITE. THE APPLICATION IS A GOOGLE FORM. AS AN APPLICATION COMES IN, AN INDIVIDUAL NOT ASSOCIATED WITH THE REVIEW PROCESS BLACKS OUT THE NAME ON THE APPLICATION, THE SCHOOL, PHONE NUMBER AND EMAIL, ANY MENTION OF THE SCHOOL, CLASS, OR RELATED FACULTY THROUGHOUT THE APPLICATION, AND THE SCHOOL REPRESENTATIVE SIGNATURE. ONCE THE DEADLINE HAS OCCURRED, ALL THE APPLICATIONS ARE COMBINED IN A DOCUMENT FOR REVIEW. THE REVIEW COMMITTEE, MADE UP OF PXU STAFF AND PUFE VOLUNTEERS, UTILIZE A GRADING RUBRIC AND SCORE EACH MINI-GRANT APPLICATION INDIVIDUALLY. THE RUBRICS ARE SENT IN AND COMPILED. THE COMMITTEE MEETS AND REVIEWS ALL THE RUBRICS AND DETERMINES AWARD RECIPIENTS. THOSE NOT CHOSEN ARE NOTIFIED AND CAN OBTAIN FEEDBACK UPON REQUEST. EACH RECIPIENT IS NOTIFIED. THE EXECUTIVE DIRECTOR MAKES THE APPROVED SUPPLY LIST, ENTRY FEE, ETC. PURCHASES FOR EACH MINI-GRANT RECIPIENT WITH ITEMS DELIVERED TO THE SCHOOLS. FOLLOW-UP REPORTS ARE REQUIRED WHEN THE PROGRAM OR PROJECT ENDS ALONG WITH PICTURES OF THE PROGRAM, PROJECT, FIELD TRIP, ETC. IN ACTION. Form 990, Part VI, Section A, Line 4 CHANGES TO THE BY LAWS ELECTION OF BOARD MEMBERS ALLOWED USING ELECTRONIC COMMUNICATION AND DIRECTORS SEEKING RE-ELECTION MUST PRESENT ACCOMPLISHMENTS AND REASONS FOR RE-ELECTION. THE TERM OF THE OFFICERS TO BEGIN JULY 1 AND END TWO YEARS LATER ON JUNE 30. Form 990, Part VI, Section B, Line 11b THE TREASURER REVIEWS THE 990 BY COMPARING THE FINANCIAL INFORMATION AS REPORTED TO THE ORGANIZATIONS FINANCIAL RECORDS AS WELL AS REVIEWING THE VARIOUS CHECKLISTS AND SCHEDULES. THE REVIEWED RETURN IS THE PROVIDED TO THE FULL BOARD FOR THEIR REVIEW AND DISCUSSION PRIOR TO FILING. Form 990, Part VI, Section B, Line 12c AT EACH BOARD AND COMMITTEE MEETING, IF THERE IS A DISCUSSION OF SELECTING OR ENGAGING A VENDOR OR SERVICE PROVIDER, ALL IN ATTENDANCE ARE ASKED TO RECUSE THEMSELVES FROM THIS DISCUSSION IF THERE COULD BE A PERCEIVED CONFLICT. ANNUALLY, THE ORGANIZATION REVIEWS AND DISCUSSES THE CONFLICT OF INTEREST POLICY AND REQUESTS THAT EACH BOARD MEMBER LIST AND ACKNOWLEDGE ANY KNOWN CONFLICTS. Form 990, Part VI, Section B, Line 15 THE BOARD MAY HIRE AND COMPENSATE INDIVIDUALS FOR NECESSARY SERVICES RENDERED TO THE ORGANIZATION SO LONG AS SUCH COMPENSATION IS REASONABLE. THE BOARD SHALL DETERMINE REASONABLE COMPENSATION AMOUNTS BASED UPON COMPENSATION PAID BY SIMILARLY SITUATED NONPROFITS FOR LIKE SERVICES. CURRENTLY THERE ARE NO EMPLOYEES IN THE ORGANIZATION. Form 990, Part VI, Section C, Line 19 THE ORGANIZATION WILL PROVIDE, IN A TIMELY MANNER, FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS INCLUDING ITS CONFLICT OF INTEREST POLICY WHEN REQUESTED IN WRITING OR IN PERSON. Form 990, Part XI, Section A, Line 9 RETURNED SCHOLARSHIP FUNDS AWARDED IN PRIOR YEARS - STUDENTS WERE NO LONGER ELIGIBLE FOR THE FUNDS DUE TO LEAVING COLLEGE OR GRADUATING EARLY.