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Nonprofit · EIN 31-1623961

ARIZONIA INDEPENDENT SCHOOLS SCHOLARSHIP FOUNDATION

Tax-exempt · TUCSON, AZ 85728

Financials

$2.1M$1.9M2023$2.2M$2.4M2024
Revenue Expenses · by fiscal year end
Financials of ARIZONIA INDEPENDENT SCHOOLS SCHOLARSHIP FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$2,172,551$2,382,135-$209,584$5,171,358$1,825,233$3,346,125
June 30, 2024990$2,052,004$1,884,765$167,239$5,271,914$1,734,647$3,537,267
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$1,935,900
Program service revenue
$0
Investment income
$236,651
Net gain from sales of assets
$17,827
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$2,253,762
Management and general (functional)
$128,373

Balance sheet and other

Total assets, start of year
$5,271,914
Total assets, end of year
$5,171,358
Total liabilities, end of year
$1,825,233
Net assets, end of year
$3,346,125
Net assets without donor restrictions
$3,346,125
Gross receipts
$2,254,005
Employees
0
Year formed
1998
State of legal domicile
AZ

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
Kristie BergPresident
Trustee or director, Officer
2$0
Katie CharlesSecretary
Trustee or director, Officer
2$0
Katie CharlesTreasurer
Trustee or director, Officer
2$0
Mary BabbittDirector
Trustee or director
2$0
Julie SherrillVice President
Trustee or director, Officer
2$0
990 for the year ended June 30, 2024: 5 people
NameTitleHours / weekCompensation
Kristie BergPresident
Trustee or director, Officer
2$0
Katie CharlesSecretary
Trustee or director, Officer
2$0
Katie CharlesTreasurer
Trustee or director, Officer
2$0
Mary BabbittDirector
Trustee or director
2$0
Julie SherrillVice President
Trustee or director, Officer
2$0

Address and contacts

Address (IRS master file)
PO BOX 64703, TUCSON, AZ 85728-4703
In care of
% CAROL ZIMMERMAN
Principal officer (990 for 2024)
Kristie Berg, 3901 E Stanford Drive, Paradise Valley, AZ 85253
Signed the 990
Kristie Berg, President
Phone
(520) 907-0287
Return prepared by
Roberts Group CPAs

Mission

AISSF IS A SCHOOL TUITION ORGANIZATION (STO) ORGANIZED TO PROVIDE TUITION AID TO STUDENTS WITH VERIFIED FINANCIAL NEEDS ATTENDING AN INDEPENDENT, NON-PROFIT SCHOOL WITHIN ARIZONA.

990 for the year ended June 30, 2025

Program accomplishments

  • AISSF IS A SCHOOL TUITION ORGANIZATION (STO) ORGANIZED TO PROVIDE TUITION AID TO STUDENTS WITH VERIFIED FINANCIAL NEEDS ATTENDING AN INDEPENDENT, NON-PROFIT SCHOOL WITHIN ARIZONA. THE THREE SCHOOLS AWARDED SCHOLARSHIP MONEY ARE THE GREGORY SCHOOL, PHOENIX COUNTRY DAY SCHOOL, AND DESERT VIEW LEARNING CENTER.
    Expenses $2,253,762 · revenue $1,935,900

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
31-1623961
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization (509(a)(3))
Donations deductible (Pub 78)
Supporting organization of unknown type
Exempt since
1999
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B82)
Assets (IRS master file)
$5,171,358
Income (IRS master file)
$2,254,005

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$2,172,551$2,382,135$5,171,358XML
990June 2024$2,052,004$1,884,765$5,271,914XML
990June 2023$2,420,809$2,199,317$5,053,331IRS
990June 2022–––IRS
990June 2021–––IRS
990June 2019–––IRS
990June 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 31-1623961).

Questions about ARIZONIA INDEPENDENT SCHOOLS SCHOLARSHIP FOUNDATION

What is the EIN of ARIZONIA INDEPENDENT SCHOOLS SCHOLARSHIP FOUNDATION?
The employer identification number (EIN) of ARIZONIA INDEPENDENT SCHOOLS SCHOLARSHIP FOUNDATION is 31-1623961.
Is ARIZONIA INDEPENDENT SCHOOLS SCHOLARSHIP FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
Are donations to ARIZONIA INDEPENDENT SCHOOLS SCHOLARSHIP FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does ARIZONIA INDEPENDENT SCHOOLS SCHOLARSHIP FOUNDATION file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of ARIZONIA INDEPENDENT SCHOOLS SCHOLARSHIP FOUNDATION due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ARIZONIA INDEPENDENT SCHOOLS SCHOLARSHIP FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of ARIZONIA INDEPENDENT SCHOOLS SCHOLARSHIP FOUNDATION?
The 990 for the year ended June 30, 2025 names Kristie Berg.
Who are the officers and directors of ARIZONIA INDEPENDENT SCHOOLS SCHOLARSHIP FOUNDATION?
The 990 for the year ended June 30, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does ARIZONIA INDEPENDENT SCHOOLS SCHOLARSHIP FOUNDATION have?
On its 990 for the year ended June 30, 2025 it reported revenue of $2,172,551, expenses of $2,382,135 and total assets of $5,171,358 at year end.

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