2025-04-22T10:51:53-05:00 2024-06-30 860683059 BEACHFLEISCHMAN PLLC 2201 E CAMELBACK ROAD SUITE 200 PHOENIX AZ 850163431 990 2023-07-01 742354578 EDUCATIONAL ENRICHMENT FOUNDATION EDUC 5203258688 5049 E BROADWAY BLVD 107 TUCSON AZ 85711 HELEN GOMEZ TREASURER 5203258688 2025-04-17 1 1 MONICA A VERA CPA P01456278 6022657011 2025-04-17 2023 2025-03-06 01:10:19Z DAWN BELL 5049 E BROADWAY BLVD 107 TUCSON AZ 85711 1017691 0 X WWW.EEFTUCSON.ORG X 1984 AZ PROVIDING RESOURCES TO EXPAND & ENRICH THE STUDENT LEARNING IN THE TUCSON UNIFIED SCHOOL DISTRICT. 13 13 5 75 0 0 968045 906411 0 0 -5068 -4712 -440 -16196 962537 885503 370972 448280 0 0 249188 317994 0 0 144683 195190 301933 815350 1068207 147187 -182704 1755287 1674107 135078 132011 1620209 1542096 X TO PROVIDE RESOURCES TO EXPAND AND ENRICH THE STUDENT LEARNING EXPERIENCE IN THE TUCSON UNIFIED SCHOOL DISTRICT. 0 0 711819 448280 EEF OFFERS THE FOLLOWING PROGRAMS TO TUSD STUDENTS AND EDUCATORS:-STUDENT BASIC NEEDS: DISADVANTAGED TUSD STUDENTS WERE HELPED TO OBTAIN 602 PAIRS OF SHOES. 298 FOCUS ON VISION VOUCHERS WERE GIVEN TO STUDENTS TO OFFER FREE EYE EXAMS AND GLASSES. OVER 300 REFUGEE STUDENTS RECEIVED UNIFORMS, BACKPACKS, AND SCHOOL SUPPLIES.-146 CLASSROOM GRANTS WERE PROVIDED TO EDUCATORS TO HELP TO REDUCE THEIR OWN OUT-OF-POCKET EXPENSES TO SUPPORT THEIR CLASSROOMS. FUNDS AWARDED UP TO $5,000 CHANNEL RESOURCES DIRECTLY TO K-12 EDUCATORS WHO DEVELOP AND IMPLEMENT UNIQUE PROJECTS THAT STIMULATE LEARNING AND EXPLORE CONCEPTS, IDEAS, AND PRINCIPLES BEYOND NORMAL CLASSROOM CURRICULUM. LAST YEAR, OVER $50,000 WAS AWARDED TO EDUCATORS.-COLLEGE SCHOLARSHIPS ARE AWARDED TO ACADEMICALLY ELIGIBLE STUDENTS TO HELP THEM OFFSET THE COST TO ATTEND COLLEGE AND WORK TOWARDS A DEGREE. SEVERAL STUDENTS APPLIED AND QUALIFIED FOR MORE THAN ONE SCHOLARSHIP. $23,200 WAS AWARDED TO 19 STUDENTS. - INTERSCHOLASTIC SCHOLARSHIPS ARE AWARDED TO NEEDY, ACADEMICALLY ELIGIBLE STUDENTS TO PARTICIPATE IN SPORTS AND FINE ARTS ACTIVITIES. OVER 1,607 STUDENTS WERE AWARDED SCHOLARSHIPS LAST FISCAL YEAR. - OVER $25,000 WAS INVESTED IN ANOTHER ESPORTS CLASSROOM AT CATALINA HIGH SCHOOL. -FISCAL SPONSORED PROJECTS: THE ORGANIZATION PARTNERS WITH SCHOOL AND COMMUNITY GROUPS TO HELP RAISE AND DISTRIBUTE FUNDS FOR MISSION-COMPATIBLE PROJECTS FOR TUSD TEACHERS, STUDENTS, AND SCHOOL SITES. THE ORGANIZATION PLAYED A PART IN FUNDRAISING AND SUPPORTING THE OPENING OF THE AFRICAN AMERICAN STUDENT SERVICES HUB AT UTTERBACK MIDDLE SCHOOL. 711819 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 9 0 1 5 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 13 13 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X HELEN GOMEZ 5203258688 5049 E BROADWAY BLVD 107 TUCSON AZ 85711 DAWN BELL EXECUTIVE DIRECTOR 40.00 X 76967 0 12165 AGNES ATTAKAI BOARD MEMBER 1.00 X 0 0 0 FRANCIS KNOTT BOARD MEMBER 1.00 X 0 0 0 JOHN KRAMKOWSKI BOARD MEMBER 1.00 X 0 0 0 MARICELA MEZA BOARD MEMBER 1.00 X 0 0 0 JEFFREY SAWYER BOARD MEMBER 1.00 X 0 0 0 MARISSA L SITES BOARD MEMBER 1.00 X 0 0 0 AMANDA THOMAS BOARD MEMBER 1.00 X 0 0 0 GABRIEL TRUJILLO BOARD MEMBER 0.00 X 0 0 0 XAVIER WALKER BOARD MEMBER 1.00 X 0 0 0 RYAN C ANDERSON PRESIDENT 2.00 X X 0 0 0 DOYACE WILSON VICE PRESIDENT 2.00 X X 0 0 0 HELEN GOMEZ TREASURER 2.00 X X 0 0 0 MOSES THOMPSON SECRETARY 2.00 X X 0 0 0 76967 0 12165 0 0 0 0 0 102109 804302 16186 906411 38242 38242 57029 99983 -42954 -42954 -42954 13519 102109 32205 -18686 -18686 2490 0 2490 2490 885503 0 0 -20908 25000 25000 423280 423280 94185 18837 42383 32965 171946 79768 29476 62702 31216 14387 5451 11378 20647 7846 5368 7433 45022 45022 250 250 47976 47976 9443 9443 13035 633 8721 3681 8670 8670 21186 8051 5508 7627 1931 579 1352 3814 29 3075 710 4062 1544 1056 1462 4806 1826 1250 1730 FISCAL SPONSORED PROJEC 127867 127867 DUES & SUBSCRIPTIONS 10860 2001 7124 1735 DONOR & VOLUNTEER EXPEN 3011 171 375 2465 1068207 711819 211705 144683 665961 437430 114608 120661 1490 1569 35185 23451 15795 11734 939489 1007828 17944 94885 1755287 1674107 26533 24782 90000 12000 18545 95229 135078 132011 X 662146 419052 958063 1123044 1620209 1542096 1755287 1674107 X -182704 104335 256 X 0 1 X 1 0 X 852753 732434 746262 968045 906411 4205905 852753 732434 746262 968045 906411 4205905 125071 4080834 43248 34312 74971 39866 38242 230639 10165 10165 4446709 940 0.91770 0.91260 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 1 25000 0 0 0 25000 0 PART II-B, LINE 1: SUPPORT FOR TUCSON UNIFIED SCHOOL DISTRICT BOND PROPOSITION 496. 766541 74300 36103 804738 731871 10325 45852 21507 766541 822025 57861 -110950 37065 731871 676174 38264 130343 22756 822025 659555 14808 24101 22290 676174 0.01000 0.99000 1 0 13003 4407 8596 22182 19044 3138 11734 OPERATING LEASE ASSET 94885 94885 OPERATING LEASE LIABILITY 95229 95229 X 1021793 104335 104335 917458 250 -32205 -31955 885503 1099906 32205 32205 1067701 250 256 506 1068207 PART V, LINE 4: THE ORGANIZATION HAS ADOPTED INVESTMENT POLICIES FOR ENDOWMENT ASSETS WITH DONOR RESTRICTIONS THAT ATTEMPT TO MAINTAIN SUFFICIENT CASH TO SUSTAIN OPERATIONS AND TO INVEST EXCESS CASH TO MAXIMIZE INCOME WHILE PRESERVING PRINCIPAL. THESE ASSETS INCLUDE THOSE ASSETS OF DONOR-RESTRICTED FUNDS THAT THE ORGANIZATION MUST HOLD IN PERPETUITY OR FOR A DONOR-SPECIFIED PERIOD(S). THE ORGANIZATION'S RISK TOLERANCE IS CONSIDERED HIGH; LOSSES ARE NOT TO EXCEED 35% IN ANY ONE-YEAR PERIOD AND LOSSES ARE NOT TO EXCEED 5% OVER A FOUR-YEAR PERIOD. THE TARGET RATE OF RETURN IS 8.15% PER YEAR. THE ORGANIZATION'S INVESTMENT OBJECTIVES ARE AS FOLLOWS: -GROW CAPITAL WITHIN REASONABLE AND PRUDENT LEVELS OF RISK IN EQUITY MUTUAL FUNDS; -PROVIDE A HEDGE COMPONENT, WHICH MAY HELP REDUCE PORTFOLIO VOLATILITY AND POTENTIALLY INCREASE RETURN; -PROTECT CAPITAL AND MAXIMIZE CASH FLOW IN VARIOUS DOMESTIC AND EMERGING MARKET BOND PORTFOLIOS; AND -SET FORTH AN INVESTMENT STRUCTURE THAT INCLUDES VARIOUS ASSET CLASSES, INVESTMENT MANAGEMENT STYLES, ASSET ALLOCATION AND ACCEPTABLE RANGES THAT ARE EXPECTED TO PRODUCE AS SUFFICIENT LEVEL OF OVERALL DIVERSIFICATION AND TOTAL INVESTMENT RETURN, OVER THE LONG-TERM. PART X, LINE 2: FINANCIAL STATEMENT ASC 740 FOOTNOTE: THE ORGANIZATION IS EXEMPT FROM INCOME TAXES UNDER BOTH FEDERAL INTERNAL REVENUE CODE SECTION 501(C)(3) AND ARIZONA INCOME TAX LAWS, AND IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION UNDER INTERNAL REVENUE CODE SECTION 509(A)(1). INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE ORGANIZATION'S TAX EXEMPT PURPOSE, HOWEVER, MAY BE SUBJECT TO TAXATION AS UNRELATED BUSINESS TAXABLE INCOME (UBTI). FROM TIME TO TIME, THE ORGANIZATION MAY BE SUBJECT TO PENALTIES AND INTEREST ASSESSED BY VARIOUS TAXING AUTHORITIES, WHICH ARE CLASSIFIED AS GENERAL AND ADMINISTRATIVE EXPENSES, IF THEY OCCUR. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES -32,205. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 32,205. PART XII, LINE 4B - OTHER ADJUSTMENTS: B/T DIFFERENCE - OPERATING LEASE 256. RAY DAVIES LUNCHEON 115628 102109 13519 65 8767 12932 10441 115628 102109 13519 65 8767 12932 10441 32205 -18686 1 YES FOR BETTER SAFER SCHOOLS 25000 0 SUPPORT FOR TUCSON UNIFIED SCHOOL DISTRICT BOND PROPOSITION 496 0 CLASSROOM GRANTS TO TEACHERS 146 169854 COLLEGE SCHOLARSHIPS 15 14500 INTERSCHOLASTIC SCHOLARSHIPS 1607 99000 STUDENT NEEDS 1210 4700 127836 FMV SHOES, EYE EXAMS, CLOTHING, BACKPACKS, SCHOOL SUPPLIES TEACHER AWARDS 70 7390 PART I, LINE 2: FOR ALL GRANTS AND FISCAL SPONSORED PROJECT EXPENSES, EEF REQUIRES PROOF OF EXPENDITURE OF AWARDED FUNDS (RECEIPTS) TO JUSTIFY THE AWARDED FUNDS OR FISCAL SPONSORED PROJECT BUDGETS. MOST STUDENT NEEDS ITEMS REQUIRE AN APPLICATION THAT IS APPROVED BY TUSD AND THEN BY EEF. OTHER STUDENT NEEDS ITEMS, SUCH AS HYGIENE ITEMS, ARE AVAILABLE AT TUSD FAMILY RESOURCE CENTERS AND AVAILABLE TO TUSD STUDENTS. TUSD SCHOOLS HAVE EEF LIAISONS (COUNSELORS, NURSES, PRINCIPALS, AND TEACHERS) WHO HELP DETERMINE THE NEED OF THE STUDENTS AND CONNECT THEM WITH THE APPROPRIATE EEF RESOURCE. COLLEGE SCHOLASRHIPS ARE RECEIVED THROUGH STUDENTS APPLICAITONS AND SCORED BY A COMMITTEE COMPRISED OF EEF VOLUTNEERS AND BOARD MEMBERS TO DETERMINE AWARD. FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS WERE AMENDED IN SEPTEMBER, 2023. BELOW IS DETAIL OF THE SIGNIFICANT CHANGES MADE: -ADDITIONAL DUTIES WERE ADDED FOR THE BOARD OF DIRECTORS AND OTHER DUTIES WERE REVISED TO INCLUDE ADDITIONAL DETAIL. -ADDITIONAL DUTIES WERE ADDED FOR OFFICERS AND OTHER DUTIES WERE REVISED TO INCLUDE ADDITIONAL DETAIL. -THE COMPOSITION OF THE BOARD OF DIRECTORS WAS REVISED TO NO FEWER THAN 12 DIRECTORS AND NO MORE THAN 16 DIRECTORS. -THE DEFINITION OF A QUORUM WAS REVISED TO THE PRESENCE OF HALF PLUS 1 (51%) OF DIRECTORS PRESENT AT A MEETING. -A NEW ARTICLE WAS ADDED FOR THE EXECUTIVE DIRECTOR INCLUDING DETAIL OF THE POSITION, SELECTION AND REMOVAL AND DUTIES. FORM 990, PART VI, SECTION B, LINE 11B THE EEF FINANCE COMMITTEE IS PRESENTED WITH THE AUDIT RESULTS AND FINDINGS. THE COMMITTEE DOES INITIAL REVIEW OF FINANCIALS AND 990 DRAFT. ONCE APPROVED, THE COMMITTEE RECOMMENDS APPROVAL BY THE FULL BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST IS DEFINED AS AN ACTUAL OR PERCEIVED INTEREST BY AN EMPLOYEE, VOLUNTEER OR BOARD MEMBER IN AN ACTION THAT RESULTS IN, OR HAS THE APPEARANCE OF RESULTING IN, PERSONAL, ORGANIZATIONAL OR PROFESSIONAL GAIN. A CONFLICT OF INTEREST OCCURS WHEN AN EMPLOYEE, VOLUNTEER OR BOARD MEMBER HAS A DIRECT OR FIDUCIARY INTEREST WHICH COULD CREATE AN ACTUAL OR PERCEIVED CONFLICT BETWEEN THE PERSONAL INTEREST OF THE EMPLOYEE, VOLUNTEER OR BOARD MEMBER AND THAT OF THE EDUCATIONAL ENRICHMENT FOUNDATION (THE FOUNDATION). EACH INDIVIDUAL SHALL DISCLOSE TO THE FOUNDATION ANY PERSONAL INTEREST WHICH HE OR SHE MAY HAVE IN ANY MATTER PENDING BEFORE THE FOUNDATION AND SHALL REFRAIN FROM PARTICIPATION IN ANY DECISION ON SUCH MATTER. IT IS IN THE INTEREST OF THE FOUNDATION AND ITS EMPLOYEES, VOLUNTEERS AND BOARD MEMBERS TO STRENGTHEN TRUST AND CONFIDENCE IN EACH OTHER AND IN THE FOUNDATION, TO EXPEDITE RESOLUTION OF PROBLEMS, TO MITIGATE THE EFFECT AND TO MINIMIZE ORGANIZATIONAL AND INDIVIDUAL STRESS THAT CAN BE CAUSED BY AN ACTUAL OR PERCEIVED CONFLICT OF INTEREST. THEREFORE, ANY CONFLICT OF INTEREST, POTENTIAL CONFLICT OF INTEREST OR THE APPEARANCE OF A CONFLICT OF INTEREST IS TO BE REPORTED TO THE EXECUTIVE DIRECTOR OR THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS IMMEDIATELY. THE BOARD OF DIRECTORS WILL REVIEW THE POTENTIAL CONFLICT OF INTEREST TO DETERMINE IF AN ACTUAL CONFLICT EXISTS. EMPLOYEES, VOLUNTEERS AND BOARD MEMBERS ARE TO MAINTAIN INDEPENDENCE AND OBJECTIVITY WITH CLIENTS, THE COMMUNITY AND THE FOUNDATION AND ARE CALLED TO MAINTAIN A SENSE OF FAIRNESS, CIVILITY, ETHICS AND PERSONAL INTEGRITY EVEN THOUGH LAW, REGULATION OR CUSTOM DOES NOT REQUIRE THEM. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE CONDUCTS PERFORMANCE REVIEW OF EXECUTIVE DIRECTOR USING LAST YEAR'S STATED GOALS AND EXPECTATIONS. THEY REVIEWED AND COMPARED PIMA COUNTY COMPENSATION DATA FROM THE 2024 NONPROFIT COMPENSATION AND BENEFITS SURVEY PROVIDED BY ASU LODESTAR TO DETERMINE A FAIR WAGE FOR THE DIRECTOR OF A LIKE-SIZE ORGANIZATION. THE COMMITTEE DOCUMENTS THEIR RECOMMENDATION AND SEEKS BOARD APPROVAL TO PROCEED. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND POLICIES ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: BOOK/TAX DIFFERENCE - OPERATING LEASE 256.