Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation)

MediumBullet The organization may have to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0047
2011
Open to Public Inspection
A For the calendar year, or tax year beginning 10-01-2011 and ending 09-30-2012
BCheck if applicable:
CName of organization
ARIZONA EDUCATIONAL FOUNDATION INC
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
6155 E INDIAN SCHOOL RD
ROOM/SUITE 100
Room/suite
City or town, state or country, and ZIP + 4
SCOTTSDALE, AZ85251
D Employer identification number

94-2937109
E Telephone number

G Gross receipts $ 240,924
F Name and address of principal officer:
BOBBIE O'BOYLE
6155 E INDIAN SCHOOL RD SUITE 100
SCOTTSDALE,AZ85251
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.AZEDFOUNDATION.ORG
H(a)
Is this a group return for
affiliates?
H(b)
Are all affiliates included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1983
M State of legal domicile: AZ
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: ARIZONA EDUCATIONAL FOUNDATION DEVELOPS AND CELEBRATES EXCELLENCE IN PRE K-12 PUBLIC EDUCATION IN ARIZONA THROUGH COMMUNITY PARTNERSHIPS.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a)..... 3 21
4 Number of independent voting members of the governing body (Part VI, line 1b) .... 4 21
5 Total number of individuals employed in calendar year 2011 (Part V, line 2a) ... 5 2
6 Total number of volunteers (estimate if necessary) .... 6 100
7a Total unrelated business revenue from Part VIII, column (C), line 12 .. 7a 0
b Net unrelated business taxable income from Form 990-T, line 34 .. 7b  
Revenues; Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 269,410 200,270
9 Program service revenue (Part VIII, line 2g) .........   0
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 442 271
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 2,172 13,648
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 272,024 214,189
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...   35,000
14 Benefits paid to or for members (Part IX, column (A), line 4).....   0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 97,224 107,369
16a Professional fundraising fees (Part IX, column (A), line 11e).....   0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24f).... 191,244 147,657
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 288,468 290,026
19 Revenue less expenses. Subtract line 18 from line 12....... -16,444 -75,837
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 644,666 671,035
21 Total liabilities (Part X, line 26).............   0
22 Net assets or fund balances. Subtract line 21 from line 20..... 644,666 671,035
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title.
Paid preparer use only
Print/type preparer's name
 
Preparer's signature
Date
PTIN
Firm's name Right pointing arrowhead image

Firm's EIN Right pointing arrowhead image
Firm's address Right pointing arrowhead image



Phone no.
May the IRS discuss this return with the preparer shown above? See instructions .........bullet
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2011)
Form 990 (2011)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response to any question in this Part III .........
1
Briefly describe the organization’s mission: ARIZONA EDUCATIONAL FOUNDATION DEVELOPS AND CELEBRATES EXCELLENCE IN PRE K-12 PUBLIC EDUCATION IN ARIZONA THROUGH COMMUNITY PARTNERSHIPS.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ....................
If “Yes,” describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ..........................
If “Yes,” describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 66,068 including grants of $   ) (Revenue $ 55,500 )
THE AEF A+ SCHOOL OF EXCELLENCE PROGRAM IS A COMPREHENSIVE SCHOOL RECOGNITION PROGRAM THAT BEGAN 29 YEARS AGO. THROUGH THE PROGRAM, THE ARIZONA EDUCATIONAL FOUNDATION (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; CHALLENGING AND VIABLE CURRICULUM, ACTIVE TEACHING AND LEARNING, PROFESSIONAL COMMUNITY, LEADERSHIP, COMMUNITY PARTNERSHIPS AND ASSESSMENT. ANY PREK-12 PUBLIC SCHOOL IN ARIZONA THAT HAS BEEN IN OPERATION FOR SIX OR MORE YEARS AND HAS RECEIVED A GRADE OF "A" OR "B" FROM THE ARIZONA DEPARTMENT OF EDUCATION IS ELIGIBLE TO APPLY FOR THIS PRESTIGIOUS, WELL-KNOWN AND COVETED AWARD. THE PROCESS NECESSITATES THAT THE SCHOOL COMPLETE AND SUBMIT A 35-40 PAGE DETAILED APPLICATION, WHICH IS READ, REVIEWED AND EVALUATED BY A COMMITTEE OF LEADERS FROM THE EDUCATION AND BUSINESS COMMUNITIES. SCHOOLS WHOSE APPLICATIONS MEET THE CRITERIA RECEIVE A DAY-AND-A-HALF-LONG SITE VISIT FROM MEMBERS OF THE SELECTION COMMITTEE TO DETERMINE IF THE AWARD IS WARRANTED. THE A+ SCHOOL OF EXCELLENCE DESIGNATION IS VALID FOR THREE AND A HALF 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. IN THE PAST FIVE YEARS, OVER 150 SCHOOLS FROM THROUGHOUT THE STATE HAVE APPLIED FOR CONSIDERATION AS AN A+ SCHOOL OF EXCELLENCE. SINCE 1991, 259 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 SCHOOLS CLAIM THAT EARNING THE AWARD ENABLES A SCHOOL AND ITS COMMUNITY TO COLLABORATE 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 AWARD VALIDATES A SCHOOL'S EFFECTIVENESS, UNIFIES THE COMMUNITY AND INSTILLS A SENSE OF PRIDE. AWARDED SCHOOLS OPEN THEIR DOORS TO FELLOW EDUCATORS, PARENTS AND BUSINESSES AS MODELS OF EFFECTIVE LEADERSHIP AND EXEMPLARY EDUCATIONAL PRACTICES. A+ SCHOOL OF EXCELLENCE PRINCIPALS HAVE THE OPPORTUNITY TO BECOME MENTORS AND COACHES TO NEW AND ASPIRING PRINCIPALS THROUGH AEF'S PRINCIPALS' LEADERSHIP ACADEMY (SEE DESCRIPTION BELOW). A SUBSIDIARY TO THE A+ SCHOOL OF EXCELLENCE PROGRAM IS THE A+ EXEMPLARY PROGRAM AWARD, LAUNCHED IN 2004 TO CELEBRATE AND RECOGNIZE PROGRAMS AND PRACTICES THAT EXEMPLIFY EDUCATIONAL EXCELLENCE IN SCHOOLS ACROSS ARIZONA. SCHOOLS SUBMIT AN APPLICATION THAT PROVIDES A DESCRIPTION OF A CURRENT PROGRAM OR PRACTICE AND DEMOGRAPHIC INFORMATION. FOLLOWING A THOROUGH EVALUATION AND A SITE VISIT, PROGRAMS ARE SELECTED AND RECOGNIZED FOR THE FOLLOWING: GOING BEYOND WHAT MIGHT BE EXPECTED IN ORDER TO MEET THE NEEDS OF THE STUDENT POPULATION; PRODUCING CONCRETE POSITIVE RESULTS OR OUTCOMES; MEASURABILITY; INNOVATION AND/OR CREATIVITY; SUSTAINABILITY; AND POTENTIAL FOR REPLICATION. SINCE ITS INCEPTION SIX YEARS AGO, 91 APPLICATIONS HAVE BEEN SUBMITTED AND 55 EXEMPLARY PROGRAMS HAVE EARNED THE AWARD. RECOGNIZED PROGRAMS INCLUDE EARLY READING PROGRAMS, READING INTERVENTION PROGRAMS, CHARACTER EDUCATION PROGRAMS, A PROGRAM TO KEEP AT-RISK STUDENTS IN HIGH SCHOOL, AN ALL-SCHOOL SCIENCE FAIR, A BEFORE AND AFTER SCHOOL PROGRAM FOR AT-RISK STUDENTS, A CAREER AND COLLEGE PREP PROGRAM FOR ALL LEVELS OF HIGH SCHOOL STUDENTS, A FAMILY NIGHT, TUTORING PROGRAMS, AND FINE ARTS PROGRAMS. EDUCATORS AND PARENTS ACROSS ARIZONA ARE ENCOURAGED TO VISIT SCHOOLS WHOSE PROGRAMS HAVE BEEN RECOGNIZED IN ORDER TO REPLICATE THEM. INFORMATION ABOUT THE PROGRAMS IS AVAILABLE ON AEF'S WEBSITE.
4b (Code:   ) (Expenses $ 25,343 including grants of $   ) (Revenue $ 31,484 )
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. TENS OF THOUSANDS OF STUDENTS STATEWIDE IN KINDERGARTEN THROUGH 8TH GRADE COMPETE IN CLASSROOM, SCHOOL, DISTRICT, AND COUNTY BEES TO QUALIFY AS ONE OF 27 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 27 SPELLERS WILL VIE FOR THE TITLE OF ARIZONA STATE SPELLING BEE CHAMPION. AEF'S STATE SPELLING BEE IS TELEVISED ON PUBLIC TELEVISION STATIONS THROUGHOUT ARIZONA. THE WINNER AND CHAPERONE RECEIVE AN ALL-EXPENSES PAID TRIP TO WASHINGTON D.C., FOR THE SCRIPPS NATIONAL SPELLING BEE IN LATE SPRING.
4c (Code:   ) (Expenses $ 157,235 including grants of $ 35,000 ) (Revenue $ 167,949 )
NOW IN ITS 29TH YEAR, THE AEF TEACHER OF THE YEAR PROGRAM ANNUALLY SELECTS ARIZONA'S TEACHER OF THE YEAR AND RECOGNIZES NINE ADDITIONAL 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. THEY HAVE A SUPERIOR ABILITY TO HELP ALL STUDENTS ACHIEVE. THE WINNER BECOMES ARIZONA'S CANDIDATE FOR NATIONAL TEACHER OF THE YEAR AND RECEIVES 15,000, A SMART BOARD AND A FULL SCHOLARSHIP FROM ARGOSY UNIVERSITY/PHOENIX TO PURSUE A GRADUATE DEGREE IN EDUCATION. AS ARIZONA'S TEACHER OF THE YEAR, HE OR SHE 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; THE OTHER FIVE SEMI-FINALISTS RECEIVE 1,000. THE TEACHER OF THE YEAR AND AMBASSADORS UNDERGO PROFESSIONAL SPEECH 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 GENERALLY 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. OVER THE PAST FIVE YEARS, THE ARIZONA EDUCATIONAL FOUNDATION HAS RECEIVED OVER 300 APPLICATIONS FOR CONSIDERATION FROM URBAN, SUBURBAN, RURAL AND NATIVE AMERICAN RESERVATION TEACHERS. TEACHER OF THE YEAR APPLICANTS SUBMIT A 15-PAGE IN-DEPTH APPLICATION DETAILING THEIR EDUCATIONAL AND PROFESSIONAL BACKGROUND, THEIR COMMUNITY INVOLVEMENT, AND THEIR PHILOSOPHY OF TEACHING. IN THE APPLICATION, 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 TEACHERS. EACH APPLICATION IS REVIEWED AND SCORED BY A PANEL OF JUDGES CONSISTING OF EDUCATORS, CORPORATE LEADERS AND STUDENTS. FROM THE WRITTEN APPLICATIONS, THE PANEL SELECTS 10 FINALISTS. THE PANEL THEN INTERVIEWS THE FINALISTS, OBSERVES THEM TEACHING IN THEIR CLASSROOMS VIA DVD AND SELECTS THE TEACHER OF THE YEAR, FOUR AMBASSADORS AND FIVE SEMI-FINALISTS. ONCE THE TOP 5 CANDIDATES ARE CHOSEN, EACH IS FILMED IN THE CLASSROOM; INTERVIEWS WITH CO-WORKERS AND STUDENTS ARE CONDUCTED. A SHORT VIDEO IS PREPARED AND SHOWN AT THE NOVEMBER AWARDS LUNCHEON WHERE THE WINNER IS ANNOUNCED. THE AWARDS LUNCHEON ATTRACTS OVER 500 EDUCATION AND CORPORATE LEADERS, BECOMING THE ONLY STATEWIDE EVENT THAT FOCUSES SOLELY ON TEACHERS AND CELEBRATES EXCELLENCE IN THE TEACHING PROFESSION.
(Code:   ) (Expenses $ 22,140 including grants of $   ) (Revenue $ 22,500 )
THE PRINCIPALS' LEADERSHIP ACADEMY OF ARIZONA (PLAA) WAS LAUNCHED IN SEPTEMBER 2008, IN RESPONSE TO A STRONG DEMAND STATEWIDE FOR LEADERSHIP TRAINING PROGRAMS TO PREPARE THE NEXT GENERATION OF SCHOOL LEADERS IN ARIZONA. WITH ITS WEALTH OF EXPERT PRINCIPALS IDENTIFIED THROUGH THE A+ SCHOOL OF EXCELLENCE PROGRAM AND ITS PARTNERSHIP WITH ARGOSY UNIVERSITY/PHOENIX, AEF IS WELL-POSITIONED TO FORMULATE AND DEVELOP A SUCCESSFUL ACADEMY. PLAA CURRICULUM IS GROUNDED IN THE ISLLC (INTERSTATE SCHOOL LEADERS LICENSURE CONSORTIUM) STANDARDS, DEVELOPED NATIONALLY BY MEMBERS OF THE NPBEA (NATIONAL POLICY BOARD FOR EDUCATIONAL ADMINISTRATION) AND EDUCATION EXPERTS ASSEMBLED BY THE COUNCIL OF CHIEF STATE SCHOOL OFFICERS BASED IN WASHINGTON DC. NOW IN ITS FOURTH YEAR, THE PLAA COHORT COMPRISES 10 NEW AND ASPIRING PRINCIPALS FROM RURAL, URBAN, AND SUBURBAN ELEMENTARY AND SECONDARY PUBLIC AND CHARTER SCHOOLS. PARTICIPANTS ARE PAIRED WITH A+ SCHOOL OF EXCELLENCE PRINCIPALS WHO MENTOR AND ASSIST THEM WITH DEVELOPING THEIR LEADERSHIP PLAN. CLASSES ARE HELD ON SEVEN SATURDAYS THROUGHOUT THE SCHOOL YEAR FOLLOWED BY A WEEK-LONG SESSION AND GRADUATION IN JUNE. INSTRUCTION IS A RICH BLEND OF PRACTICE AND THEORY. CLASS SESSIONS CONSIST OF DIRECT INSTRUCTION AND BRINGING IN OUTSIDE EXPERTS TO INFORM PARTICIPANTS ON SUCH TOPICS AS: COMMUNITY AND BUSINESS INVOLVEMENT IN SCHOOLS; DEVELOPING AND MAINTAINING A POSITIVE CULTURE OF LEARNING; EDUCATION LAW; COMMUNICATION SKILLS; ADVOCATING EFFECTIVELY FOR A SCHOOL COMMUNITY; AND DEALING WITH PUBLIC POLICY MAKERS. TO DATE, 68 SCHOOL LEADERS HAVE SUCCESSFULLY COMPLETED THE PLAA. THE POLLY ROSENBAUM WRITING CONTEST IS NAMED FOR POLLY ROSENBAUM, A FORMER ARIZONA STATE REPRESENTATIVE AND TEACHER WHO BELIEVED ARIZONA'S YOUNG PEOPLE ARE THE STATE'S GREATEST ASSET. THE CONTEST PROMOTES CREATIVE WRITING SKILLS FOR STUDENTS IN GRADES 7 - 12. EACH YEAR A DIFFERENT TOPIC IS SELECTED ON WHICH STUDENTS MUST WRITE THEIR ESSAYS. THE CONTEST IS DIVIDED INTO THREE CATEGORIES: 7TH & 8TH GRADERS; 9TH AND 10TH GRADERS; AND 11TH AND 12TH GRADERS. A PANEL OF BUSINESS, EDUCATION AND COMMUNITY LEADERS EVALUATES THE ENTRIES BASED ON CREATIVITY AND WRITING SKILLS. FIRST, SECOND AND THIRD PLACE WINNERS ARE CHOSEN IN EACH CATEGORY. THESE NINE WINNERS AND GUESTS ARE INVITED TO LUNCH AT THE STATE CAPITOL ON STATEHOOD DAY IN FEBRUARY WHERE THEY ARE RECOGNIZED AT THE STATEHOOD DAY CEREMONY BY STATE OFFICIALS. FOLLOWING THE CEREMONY, THE WINNERS READ THEIR ENTRIES IN A DESIGNATED LOCATION AT THE CAPITOL. THIS CREATIVE WRITING CONTEST PROVIDES HUNDREDS OF STUDENTS WITH AN OBJECTIVE, AUTHENTIC ASSESSMENT OF THEIR WRITING SKILLS. STUDENTS WHOSE ESSAYS ARE CHOSEN FOR THEIR EXCEPTIONAL WRITING SKILLS HAVE THE OPPORTUNITY TO MEET STATE LEADERS, BE PUBLICLY RECOGNIZED FOR THEIR ACHIEVEMENTS, AND VISIT THE STATE CAPITOL. AEF'S UNITED PROGRAM WAS LAUNCHED IN 2011 SHORTLY AFTER THE CITY OF PHOENIX DISCONTINUED ITS "PRINCIPAL FOR A DAY" PROGRAM DUE TO FUNDING CUTS. UNITED MATCHES BUSINESS LEADERS WITH PUBLIC SCHOOL PRINCIPALS IN AN EFFORT TO FORM SUSTAINABLE PARTNERSHIPS BETWEEN BUSINESSES AND SCHOOLS THAT WILL BENEFIT SCHOOLS. MEANINGFUL ENGAGEMENT IN PUBLIC EDUCATION CAN HAVE A POSITIVE IMPACT ON THE BUSINESS SECTOR AS WELL. FOLLOWING A TRAINING SESSION FOR BOTH PRINCIPALS AND BUSINESS LEADERS, AEF'S UNITED PROGRAM PROVIDES BUSINESSES WITH OPPORTUNITIES TO ENGAGE IN EDUCATION AND POSITIVELY AFFECT STUDENTS AND SCHOOLS IN THEIR COMMUNITIES. THE NATURE OF THE PARTNERSHIPS IS NON-PRESCRIPTIVE. SOME INVOLVE MENTORING AND COACHING, WHILE OTHER PARTNERSHIPS ARE MORE HANDS-ON WITH THE STUDENTS DURING REGULAR SCHOOL HOURS OR AFTER SCHOOL. OTHER EXAMPLES OF PARTNERSHIPS INCLUDE CAMPUS BEAUTIFICATION PROJECTS, FIELD TRIPS, CAREER DAYS, FUNDRAISING, MARKETING, AND DONATION OF SUPPLIES. IN ITS FIRST YEAR, UNITED RESULTED IN 10 ONGOING PARTNERSHIPS IN MARICOPA COUNTY. BY CONTINUING TO WORK WITH OTHER NONPROFIT ORGANIZATIONS, CIVIC GROUPS AND GOVERNMENT ENTITIES, AEF PLANS TO EXPAND THE PROGRAM WITHIN MARICOPA COUNTY AND EVENTUALLY THROUGHOUT ARIZONA.
4d Other program services (Describe in Schedule O.)
(Expenses $ 22,140 including grants of $   ) (Revenue $ 22,500 )
4e Total program service expensesMediumBullet$ 270,786
Form 990 (2011)
Form 990 (2011)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? Click to see attachment........
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part I..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities? If “Yes,” complete Schedule C,
Part II.........................
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If “Yes,” complete Schedule C, Part III........................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete Schedule D, Part I....................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas or historic structures? If “Yes,” complete Schedule D, Part II...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III ....................
8
 
No
9
Did the organization report an amount in Part X, line 21; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,”
complete Schedule D, Part IV...................
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If “Yes,” complete Schedule D, Part V
10
 
No
11
If the organization’s answer to any of the following questions is ‘Yes,’ then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable:
a
Did the organization report an amount for land, buildings, and equipment in Part X, line10? If “Yes,” complete Schedule D, Part VI.
11a
 
No
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VII.
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIII.
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part IX.
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If “Yes,” complete Schedule D, Part X.
11e
 
No
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If “Yes,” complete Schedule D, Part X.
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If “Yes,” complete Schedule D, Parts XI, XII, and XIII
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If “Yes,” and if the organization answered ‘No’ to line 12a, then completing Schedule D, Parts XI, XII, and XIII is optional
12b
 
No
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States or aggregate foreign investments valued at $100,000 or more? If “Yes,” complete Schedule F, Part I.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the U.S.? If “Yes,” complete Schedule F, Part II..
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the U.S.? If “Yes,” complete Schedule F, Part III..
16
 
No
17
Did the organization report a total of more than $15,000, of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If “Yes,” complete Schedule G, Part IClick to see attachment
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If “Yes,” complete Schedule G, Part II.......... Click to see attachment
18
Yes
 
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If “Yes,” complete Schedule G, Part III................... Click to see attachment
19
 
No
20a
Did the organization operate one or more hospitals? If “Yes,” complete Schedule H.....
20a
 
No
b
If “Yes” to line 20a, did the organization attach a copy of its audited financial statement to this return? Note. All Form 990 filers that operated one or more hospitals must attach audited financial statements.
20b
 
 
Form 990 (2011)
Form 990 (2011)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants and other assistance to any government or organization in the United States on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.. Click to see attachment
21
 
No
22
Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III..... Click to see attachment
22
Yes
 
23
Did the organization answer “Yes” to Part VII, Section A, questions 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If “Yes,” complete Schedule J................
23
 
No
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer questions 24b–24d and complete Schedule K. If “No,” go to line 25................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
 
d
Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I......
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If “Yes,” complete Schedule L, Part I................
25b
 
No
26
Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or disqualified person outstanding as of the end of the organization’s tax year? If “Yes,” complete Schedule L,
Part II.........................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If “Yes,” complete Schedule L, Part III.........
27
 
No
28
Was the organization a party to a business transaction with one of the following parties? (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If “Yes,” complete Schedule L, Part IV .........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If “Yes,”
complete Schedule L, Part IV...................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or owner? If “Yes,” complete Schedule L, Part IV..
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule M
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M............
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N,
Part I...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If “Yes,” complete Schedule N, Part II.......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Part I........
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Parts II, III, IV, and V, line 1.....................
34
 
No
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If “Yes,” complete Schedule R, Part V, line 2...
35b
 
No
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If “Yes,” complete Schedule R, Part V, line 2...........
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If “Yes,” complete Schedule R, Part VI
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11 and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2011)
Form 990 (2011)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response to any question in this Part V .........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable. .......
1a
10
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable.
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
 
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements filed for the calendar year ending with or within the year covered by this return .....................
2a
2
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?

Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?.............................
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No,” provide an explanation in Schedule O.....
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account or securities account)?.......................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If “Yes” to line 5a or 5b, did the organization file Form 8886-T? ........
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible?..........
6a
 
No
b
If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
 
 
b
If “Yes,” did the organization notify the donor of the value of the goods or services provided?.....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
 
d
If “Yes,” indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?..........................
7e
 
 
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
 
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?...................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?...............
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?................
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?.........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them) ........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If “Yes,” enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. All 501(c)(29) organizations must list in Schedule O each state in which they are licensed to issue qualified health plans, the amount of reserves required by each state, and the amount of reserves the organization allocated to each state.
13a
 
 
b
Enter the aggregate amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans.
13b
 
c
Enter the aggregate amount of reserves on hand.
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
 
b
If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..
14b
 
 
Form 990 (2011)
Form 990 (2011)
Page 6
Part VI
Governance, Management, and Disclosure For each “Yes” response to lines 2 through 7b below, and for a “No” response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response to any question in this Part VI .........
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
If the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
1a
21
b
Enter the number of voting members included in line 1a, above, who are independent .................
1b
21
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? .................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ............
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ..........
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If “Yes,” provide the names and addresses in Schedule O .....
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal
Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If “Yes,” did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes? ....
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form?
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review the Form 990. .....
12a
Did the organization have a written conflict of interest policy? If “No,” go to line 13.......
12a
Yes
 
b
Were officers, directors or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this was done ....................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
 
No
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
 
No
If "Yes," to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If “Yes,” did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
AZ
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how), the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization: MediumBullet
THE ORGANIZATION
6155 E INDIAN SCHOOL ROAD
SCOTTSDALE,AZ85251
(480) 421-9376
Form 990 (2011)
Form 990 (2011)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response to any question in this Part VII .........
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation, and current key employees. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organizations compensated any current or former officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(1) ANN ALLISON
VICE PRESIDE
 2.00 X   X       0 0 0
(2) MIKE GARDNER
DIRECTOR
 2.00 X           0 0 0
(3) KATHIE CARROLL
DIRECTOR
 2.00 X           0 0 0
(4) JODI CHESBRO
DIRECTOR
 2.00 X           0 0 0
(5) DAN CRAVENS
DIRECTOR
 2.00 X           0 0 0
(6) SUE GLAWE
DIRECTOR
 2.00 X           0 0 0
(7) DR MARJANEH GILPATRICK
DIRECTOR
 2.00 X           0 0 0
(8) GARY HULL
PRESIDENT
 2.00 X   X       0 0 0
(9) CAROL ITULE
DIRECTOR
 2.00 X           0 0 0
(10) RENEE LEVIN
DIRECTOR
 2.00 X           0 0 0
(11) JEFF MESHEY
TREASURER
 2.00 X   X       0 0 0
(12) WALTER R MILLER JR
DIRECTOR
 2.00 X           0 0 0
(13) LOUISE MOSKOWITZ
PAST PRESIDE
 2.00 X           0 0 0
(14) JAY SCHNEIDER
DIRECTOR
 2.00 X           0 0 0
(15) BRIAN SCHULMAN
DIRECTOR
 2.00 X           0 0 0
(16) RUTH SOLOMON
DIRECTOR
 2.00 X           0 0 0
(17) TERRI WOGAN
SECRETARY
 2.00 X   X       0 0 0
Form 990 (2011)
Form 990 (2011)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(18) CATHLEEN YU
DIRECTOR
 2.00 X           0 0 0
(19) CHALLIS IRELAND
DIRECTOR
 2.00 X           0 0 0
(20) ALICIA MANDEL
DIRECTOR
 2.00 X           0 0 0
(21) AMANDA MCADAMS
DIRECTOR
 2.00 X           0 0 0
(22) BOBBIE O BOYLE
EXECUTIVE DI
 40.00     X       86,814 0 2,400
















1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 86,814   2,400
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet  
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If “Yes,” complete Schedule J for such individual .............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such individual...........................
4
 
No
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If “Yes,” complete Schedule J for such person .....
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet  
Form 990 (2011)
Form 990 (2011)
Page 9
Part VIII
Statement of Revenue
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, Gifts, Grants and Other Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c 152,360
d Related organizations...1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and
similar amounts not included above1f 		47,910
g Noncash contributions included in lines 1a-1f:$  
h Total. Add lines 1a-1f.......MediumBullet 200,270
Program Service Revenue Business Code
2a
b
c
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet  
Other Revenue 3 Investment income (including dividends, interest
and other similar amounts).....MediumBullet 271     271
4 Income from investment of tax-exempt bond proceeds..MediumBullet        
5 Royalties............MediumBullet        
(i) Real (ii) Personal
6a Gross rents    
b Less: rental expenses    
c Rental income or (loss)    
d Net rental income or (loss).......MediumBullet        
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory    
b Less: cost or other basis and sales expenses    
c Gain or (loss)    
d Net gain or (loss)..........MediumBullet        
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ...
a 37,449
b Less: direct expenses ...b 26,735
c Net income or (loss) from fundraising events..MediumBullet 10,714    
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet        
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet        
Miscellaneous Revenue Business Code
11a OTHER 611,710 2,934 2,934    
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ......MediumBullet 2,934
12 Total revenue. See Instructions....MediumBullet 214,189 2,934   271
Form 990 (2011)
Form 990 (2011)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A) but are not required to complete columns (B), (C), and (D).
Check if Schedule O contains a response to any question in this Part IX. .........
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the United States. See Part IV, line 21    
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 35,000 35,000
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16    
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees .... 86,414 78,023 8,391  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....        
7 Other salaries and wages 13,197 11,937 1,260  
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....        
9 Other employee benefits .......        
10 Payroll taxes ........... 7,758 6,982 776  
11 Fees for services (non-employees):        
a Management ......        
b Legal .........        
c Accounting ........... 1,500   1,500  
d Lobbying ...........        
e Professional fundraising. See Part IV, line 17..    
f Investment management fees ......        
g Other .......... 6,990 6,295 695  
12 Advertising and promotion ....        
13 Office expenses ....... 11,321 10,998 323  
14 Information technology ......        
15 Royalties ..        
16 Occupancy ........... 8,718 7,846 872  
17 Travel ............ 22,251 21,639 612  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings .... 485   485  
20 Interest ...........        
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .....        
23 Insurance ..............        
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24f. If line 24f amount exceeds 10% of line 25, column (A) amount, list line 24f expenses on Schedule O.)
a CATERING 24,749 24,749    
b AWARDS 17,170 17,170    
c VIDEO PRODUCTION 9,280 9,280    
d JUDGE EXPENSES 9,000 9,000    
e
f All other expenses 36,193 31,867 4,326  
25 Total functional expenses. Add lines 1 through 24f 290,026 270,786 19,240 0
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2011)
Form 990 (2011)
Page 11
Part X Balance Sheet
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash—non-interest-bearing .......... 21,062 1 29,308
2 Savings and temporary cash investments ....... 623,604 2 641,327
3 Pledges and grants receivable, net .........   3  
4 Accounts receivable, net .........   4  
5 Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..........   5  
6 Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B). Complete Part II of
Schedule L ..........   6  
7 Notes and loans receivable, net .............   7  
8 Inventories for sale or use ..............   8  
9 Prepaid expenses and deferred charges ............   9  
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a  
b Less: accumulated depreciation. ..... 10b     10c  
11 Investments—publicly traded securities ..........   11  
12 Investments—other securities. See Part IV, line 11 ......   12  
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets .........   14  
15 Other assets. See Part IV, line 11 ...........   15 400
16 Total assets. Add lines 1 through 15 (must equal line 34)... 644,666 16 671,035
Liabilities 17 Accounts payable and accrued expenses .   17  
18 Grants payable ..........   18  
19 Deferred revenue ..........   19  
20 Tax-exempt bond liabilities ..........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Payables to current and former officers, directors, trustees, key
employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ....   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D.....   25  
26 Total liabilities. Add lines 17 through 25..... 0 26 0
Net Assets or Fund Balance Organizations that follow SFAS 117, check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets ..... 494,838 27 590,731
28 Temporarily restricted net assets ..... 149,828 28 80,304
29 Permanently restricted net assets .....   29  
Organizations that do not follow SFAS 117, check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds .....   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ..... 644,666 33 671,035
34 Total liabilities and net assets/fund balances ..... 644,666 34 671,035
Form 990 (2011)
Form 990 (2011)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response to any question in this Part XI .........
1
Total revenue (must equal Part VIII, column (A), line 12) ...
1
214,189
2
Total expenses (must equal Part IX, column (A), line 25) ....
2
290,026
3
Revenue less expenses. Subtract line 2 from line 1 ...
3
-75,837
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
644,666
5
Other changes in net assets or fund balances (explain in Schedule O) ...
5
102,206
6
Net assets or fund balances at end of year. Combine lines 3, 4, and 5 (must equal Part X, line 33, column (B)) ....
6
671,035
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response to any question in this Part XII .........
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?....
2a
 
No
b
Were the organization’s financial statements audited by an independent accountant?........
2b
 
No
c
If “Yes,” to 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant? If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O. ...........................
2c
 
 
d
If “Yes” to line 2a or 2b, check a box below to indicate whether the financial statements for the year were issued on a separate basis, consolidated basis, or both:
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? ................
3a
 
 
b
If “Yes,” did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits. ..
3b
 
 
Form 990 (2011)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2011
Open to Public
Inspection
Name of the organization
ARIZONA EDUCATIONAL FOUNDATION INC
 
Employer identification number

94-2937109
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the the supported organization? ................
11g(i)
 
 
(ii) a family member of a person described in (i) above? ......................
11g(ii)
 
 
(iii) a 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
 
h
(i)
Name of supported organization 		(ii)
EIN 		(iii)
Type of organization (described on lines 1- 9 above or IRC section (see instructions)) 		(iv)
Is the organization in col. (i) listed in your governing document? 		(v)
Did you notify the organization in col. (i) of your support? 		(vi)
Is the organization in col. (i) organized in the U.S.? 		(vii)
Amount of support?
Yes No Yes No Yes No
Total                  

For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2011
Schedule A (Form 990 or 990-EZ) 2011
Page 2
Part II
Support Schedule for Organizations Described in IRC 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... 230,181 261,802 227,907 243,027 200,270 1,163,187
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3.. 230,181 261,802 227,907 243,027 200,270 1,163,187
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..           641,039
6 Public Support. Subtract line 5 from line 4.           522,148
Section B. Total Support
Calendar year(or fiscal year beginning in) (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total
7 Amounts from line 4.. 230,181 261,802 227,907 243,027 200,270 1,163,187
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. 3,377 949 332 442 271 5,371
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets..            
11 Total support (Add lines 7 through 10).           1,168,558
12
12
40,383
13
Section C. Computation of Public Support Percentage
14
14
44.680 %
15
15
39.860 %
16a
b
17a
b
18
Schedule A (Form 990 or 990-EZ) 2011
Schedule A (Form 990 or 990-EZ) 2011
Page 3
Part III
Support Schedule for Organizations Described in IRC 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public Support (Subtract line 7c from line 6.)            
Section B. Total Support
Calendar year (or fiscal year beginning in) (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)            
13 Total support (Add lines 9, 10c, 11 and 12.).            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2011
Schedule A (Form 990 or 990-EZ) 2011
Page 4
Part IV
Supplemental Information. Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
 
 
 
 
Schedule A (Form 990 or 990-EZ) 2011

Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
OMB No. 1545-0047
2011
Name of organization
ARIZONA EDUCATIONAL FOUNDATION INC
 
Employer identification number

94-2937109
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......................... Arrow Bullet   $    
Caution. An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on Part I, line 2, of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2011)

Page 2
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
Name of organization
ARIZONA EDUCATIONAL FOUNDATION INC
  		Employer identification number

94-2937109
Part I
Contributors (see Instructions). Use duplicate copies of Part I if additional space is needed.
     
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
RESTRICTED
 

     
RESTRICTED
RESTRICTED  
RESTRICTED, RESTRICTED   RESTRICTED

$RESTRICTED




(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

Page 3
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
Name of organization
ARIZONA EDUCATIONAL FOUNDATION INC
  		Employer identification number

94-2937109
Part II
Noncash Property (see Instructions). Use duplicate copies of Part II if additional space is needed.
     
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

Page 4
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
Name of organization
ARIZONA EDUCATIONAL FOUNDATION INC
  		Employer identification number

94-2937109
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $  
Use duplicate copies of Part III if additional space is needed
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

Additional Data


Software ID:  
Software Version:  
SCHEDULE G (Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" to Form 990, Part IV, lines 17, 18, or 19,or if the organization entered more than $15,000 on Form 990-EZ, line 6a.right arrowAttach to Form 990 or Form 990-EZ. right arrowSee separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
ARIZONA EDUCATIONAL FOUNDATION INC
 
Employer identification number

94-2937109
Part I
Fundraising Activities. Complete if the organization answered "Yes" to Form 990, Part IV, line 17.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If “Yes,” list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization. Form 990-EZ filers are not required to complete this table.
(i) Name and address of individual
or entity (fundraiser) 		(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity 		(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i) 		(vi) Amount paid to
(or retained by)
organization
Yes No
Total .................right arrow      
3
List all states in which the organization is registered or licensed to solicit funds or has been notified it is exempt from registration or licensing.
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2011
Schedule G (Form 990 or 990-EZ) 2011
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" to Form 990, Part IV, line 18, or reported more than $15,000 on Form 990-EZ, line 6a. List events with gross receipts greater than $5,000.
(a) Event #1

TEACHER OF THE
(event type) 		(b) Event #2

 
(event type) 		(c) Other Events

  
(total number) 		(d) Total Events
(Add col. (a) through col. (c))
VerticalRevenue 1 Gross receipts . . . 37,449     37,449
2 Less: Charitable
contributions . . . 		       
3 Gross income (line 1
minus line 2) . . . 		  37,449   37,449
VerticalDirectExpenses 4 Cash prizes . . .        
5 Non-cash prizes . .        
6 Rent/facility costs . .        
7 Food and beverages . .        
8 Entertainment . . .        
9 Other direct expenses .        
10 Direct expense summary. Add lines 4 through 9 in column (d) ........... right arrow  
11 Net income summary. Combine lines 3 and 10 in column (d)............ right arrow 37,449
Part III
Gaming. Complete if the organization answered "Yes" to Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue (a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo 		(c) Other gaming (d) Total gaming (Add col. (a) through col. (c))
1 Gross revenue . . . .        
VerticalDirectExpenses 2 Cash prizes . . . .        
3 Non-cash prizes . . .        
4 Rent/facility costs . . .        
5 Other direct expenses . .        
6 Volunteer labor . . .
 
 
 
7 Direct expense summary. Add lines 2 through 5 in column (d) ........... right arrow  
8 Net gaming income summary. Combine lines 1 and 7 in column (d) .......... right arrow  
9
Enter the state(s) in which the organization operates gaming activities:
a
Is the organization licensed to operate gaming activities in each of these states? ............
b
If "No," Explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? .....
b
If "Yes," Explain:
 
11
Does the organization operate gaming activities with nonmembers? .................
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? ..........................
Schedule G (Form 990 or 990-EZ) 2011
Schedule G (Form 990 or 990-EZ) 2011
Page 3
13
Indicate the percentage of gaming activity operated in:
a
The organization's facility ......................
13a
 
b
An outside facility ........................
13b
 
14
Provide the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? ......................................
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address:
Name right arrow
Address right arrow
 
 
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? ............................
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Complete this part to provide additional information for responses to quuestion on Schedule G (see instructions.)
Identifier ReturnReference Explanation
Schedule G (Form 990 or 990-EZ) 2011
Additional Data


Software ID:  
Software Version:  
Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
OMB No. 1545-0047
2011
Open to Public
Inspection
Name of the organization
ARIZONA EDUCATIONAL FOUNDATION INC
 
Employer identification number
94-2937109
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21 for any recipient that received more than $5,000. Check this box if no one recipient received more than $5,000. Use
Part IV and Schedule I-1 (Form 990) if additional space is needed ......................... lBullet
(a) Name and address of organization
or government		 (b) EIN (c) IRC Code section
if applicable		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
non-cash assistance		 (h) Purpose of grant
or assistance






















2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
 
3
Enter total number of other organizations listed in the line 1 table ......................... . Bullet Image
 
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2011

Schedule I (Form 990) 2011
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Use Schedule I-1 (Form 990) if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients		 (c)Amount of
cash grant		 (d)Amount of
non-cash assistance		 (e)Method of valuation (book,
FMV, appraisal, other)		 (f)Description of non-cash assistance
(1) AWARDS 5 35,000      













Part IV
Supplemental Information. Complete this part to provide the information required in Part I, line 2, and any other additional information.
Identifier Return Reference Explanation
Schedule I (Form 990) 2011


Additional Data


Software ID:  
Software Version:  


SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2011
Open to Public
Inspection
Name of the organization
ARIZONA EDUCATIONAL FOUNDATION INC
 
Employer identification number

94-2937109
Identifier Return Reference Explanation
ANY SIGNIFICANT NEW PROGRAM SERVICES NOT LISTED ON A PRIOR RETURN FORM 990, PAGE 2, PART III, LINE 2 AEF LAUNCHED THE UNITED PROGRAM. THIS PROGRAM, FORMERLY ADMINISTERED BY THE CITY OF PHOENIX KNOWN AS "PRINCIPAL FOR A DAY," ATTEMPTS TO PAIR BUSINESS LEADERS WITH PUBLIC SCHOOL PRINCIPALS IN AN EFFORT TO FORM MEANINGFUL, SUSTAINABLE AND BENEFICIAL PARTNERSHIPS TO HELP IMPROVE EDUCATION IN ARIZONA.
FIRST ACCOMPLISHMENT DESCRIPTION FORM 990, PAGE 2, PART III, LINE 4A THE SCHOOL COMPLETE AND SUBMIT A 35-40 PAGE DETAILED APPLICATION, WHICH IS READ, REVIEWED AND EVALUATED BY A COMMITTEE OF LEADERS FROM THE EDUCATION AND BUSINESS COMMUNITIES. SCHOOLS WHOSE APPLICATIONS MEET THE CRITERIA RECEIVE A DAY-AND-A-HALF-LONG SITE VISIT FROM MEMBERS OF THE SELECTION COMMITTEE TO DETERMINE IF THE AWARD IS WARRANTED. THE A+ SCHOOL OF EXCELLENCE DESIGNATION IS VALID FOR THREE AND A HALF 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. IN THE PAST FIVE YEARS, OVER 150 SCHOOLS FROM THROUGHOUT THE STATE HAVE APPLIED FOR CONSIDERATION AS AN A+ SCHOOL OF EXCELLENCE. SINCE 1991, 259 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 SCHOOLS CLAIM THAT EARNING THE AWARD ENABLES A SCHOOL AND ITS COMMUNITY TO COLLABORATE 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 AWARD VALIDATES A SCHOOL'S EFFECTIVENESS, UNIFIES THE COMMUNITY AND INSTILLS A SENSE OF PRIDE. AWARDED SCHOOLS OPEN THEIR DOORS TO FELLOW EDUCATORS, PARENTS AND BUSINESSES AS MODELS OF EFFECTIVE LEADERSHIP AND EXEMPLARY EDUCATIONAL PRACTICES. A+ SCHOOL OF EXCELLENCE PRINCIPALS HAVE THE OPPORTUNITY TO BECOME MENTORS AND COACHES TO NEW AND ASPIRING PRINCIPALS THROUGH AEF'S PRINCIPALS' LEADERSHIP ACADEMY (SEE DESCRIPTION BELOW). A SUBSIDIARY TO THE A+ SCHOOL OF EXCELLENCE PROGRAM IS THE A+ EXEMPLARY PROGRAM AWARD, LAUNCHED IN 2004 TO CELEBRATE AND RECOGNIZE PROGRAMS AND PRACTICES THAT EXEMPLIFY EDUCATIONAL EXCELLENCE IN SCHOOLS ACROSS ARIZONA. SCHOOLS SUBMIT AN APPLICATION THAT PROVIDES A DESCRIPTION OF A CURRENT PROGRAM OR PRACTICE AND DEMOGRAPHIC INFORMATION. FOLLOWING A THOROUGH EVALUATION AND A SITE VISIT, PROGRAMS ARE SELECTED AND RECOGNIZED FOR THE FOLLOWING: GOING BEYOND WHAT MIGHT BE EXPECTED IN ORDER TO MEET THE NEEDS OF THE STUDENT POPULATION; PRODUCING CONCRETE POSITIVE RESULTS OR OUTCOMES; MEASURABILITY; INNOVATION AND/OR CREATIVITY; SUSTAINABILITY; AND POTENTIAL FOR REPLICATION. SINCE ITS INCEPTION SIX YEARS AGO, 91 APPLICATIONS HAVE BEEN SUBMITTED AND 55 EXEMPLARY PROGRAMS HAVE EARNED THE AWARD. RECOGNIZED PROGRAMS INCLUDE EARLY READING PROGRAMS, READING INTERVENTION PROGRAMS, CHARACTER EDUCATION PROGRAMS, A PROGRAM TO KEEP AT-RISK STUDENTS IN HIGH SCHOOL, AN ALL-SCHOOL SCIENCE FAIR, A BEFORE AND AFTER SCHOOL PROGRAM FOR AT-RISK STUDENTS, A CAREER AND COLLEGE PREP PROGRAM FOR ALL LEVELS OF HIGH SCHOOL STUDENTS, A FAMILY NIGHT, TUTORING PROGRAMS, AND FINE ARTS PROGRAMS. EDUCATORS AND PARENTS ACROSS ARIZONA ARE ENCOURAGED TO VISIT SCHOOLS WHOSE PROGRAMS HAVE BEEN RECOGNIZED IN ORDER TO REPLICATE THEM. INFORMATION ABOUT THE PROGRAMS IS AVAILABLE ON AEF'S WEBSITE.
SECOND ACCOMPLISHMENT DESCRIPTION FORM 990, PAGE 2, PART III, LINE 4B CONSISTENCY AND FAIRNESS IN DETERMINING WHICH 27 SPELLERS WILL VIE FOR THE TITLE OF ARIZONA STATE SPELLING BEE CHAMPION. AEF'S STATE SPELLING BEE IS TELEVISED ON PUBLIC TELEVISION STATIONS THROUGHOUT ARIZONA. THE WINNER AND CHAPERONE RECEIVE AN ALL-EXPENSES PAID TRIP TO WASHINGTON D.C., FOR THE SCRIPPS NATIONAL SPELLING BEE IN LATE SPRING.
THIRD ACCOMPLISHMENT DESCRIPTION FORM 990, PAGE 2, PART III, LINE 4C TEACHER OF THE YEAR, HE OR SHE 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; THE OTHER FIVE SEMI-FINALISTS RECEIVE 1,000. THE TEACHER OF THE YEAR AND AMBASSADORS UNDERGO PROFESSIONAL SPEECH 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 GENERALLY 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. OVER THE PAST FIVE YEARS, THE ARIZONA EDUCATIONAL FOUNDATION HAS RECEIVED OVER 300 APPLICATIONS FOR CONSIDERATION FROM URBAN, SUBURBAN, RURAL AND NATIVE AMERICAN RESERVATION TEACHERS. TEACHER OF THE YEAR APPLICANTS SUBMIT A 15-PAGE IN-DEPTH APPLICATION DETAILING THEIR EDUCATIONAL AND PROFESSIONAL BACKGROUND, THEIR COMMUNITY INVOLVEMENT, AND THEIR PHILOSOPHY OF TEACHING. IN THE APPLICATION, 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 TEACHERS. EACH APPLICATION IS REVIEWED AND SCORED BY A PANEL OF JUDGES CONSISTING OF EDUCATORS, CORPORATE LEADERS AND STUDENTS. FROM THE WRITTEN APPLICATIONS, THE PANEL SELECTS 10 FINALISTS. THE PANEL THEN INTERVIEWS THE FINALISTS, OBSERVES THEM TEACHING IN THEIR CLASSROOMS VIA DVD AND SELECTS THE TEACHER OF THE YEAR, FOUR AMBASSADORS AND FIVE SEMI-FINALISTS. ONCE THE TOP 5 CANDIDATES ARE CHOSEN, EACH IS FILMED IN THE CLASSROOM; INTERVIEWS WITH CO-WORKERS AND STUDENTS ARE CONDUCTED. A SHORT VIDEO IS PREPARED AND SHOWN AT THE NOVEMBER AWARDS LUNCHEON WHERE THE WINNER IS ANNOUNCED. THE AWARDS LUNCHEON ATTRACTS OVER 500 EDUCATION AND CORPORATE LEADERS, BECOMING THE ONLY STATEWIDE EVENT THAT FOCUSES SOLELY ON TEACHERS AND CELEBRATES EXCELLENCE IN THE TEACHING PROFESSION.
ALL OTHER ACCOMPLISHMENT DESCRIPTION FORM 990, PAGE 2, PART III, LINE 4D THE PRINCIPALS' LEADERSHIP ACADEMY OF ARIZONA (PLAA) WAS LAUNCHED IN SEPTEMBER 2008, IN RESPONSE TO A STRONG DEMAND STATEWIDE FOR LEADERSHIP TRAINING PROGRAMS TO PREPARE THE NEXT GENERATION OF SCHOOL LEADERS IN ARIZONA. WITH ITS WEALTH OF EXPERT PRINCIPALS IDENTIFIED THROUGH THE A+ SCHOOL OF EXCELLENCE PROGRAM AND ITS PARTNERSHIP WITH ARGOSY UNIVERSITY/PHOENIX, AEF IS WELL-POSITIONED TO FORMULATE AND DEVELOP A SUCCESSFUL ACADEMY. PLAA CURRICULUM IS GROUNDED IN THE ISLLC (INTERSTATE SCHOOL LEADERS LICENSURE CONSORTIUM) STANDARDS, DEVELOPED NATIONALLY BY MEMBERS OF THE NPBEA (NATIONAL POLICY BOARD FOR EDUCATIONAL ADMINISTRATION) AND EDUCATION EXPERTS ASSEMBLED BY THE COUNCIL OF CHIEF STATE SCHOOL OFFICERS BASED IN WASHINGTON DC. NOW IN ITS FOURTH YEAR, THE PLAA COHORT COMPRISES 10 NEW AND ASPIRING PRINCIPALS FROM RURAL, URBAN, AND SUBURBAN ELEMENTARY AND SECONDARY PUBLIC AND CHARTER SCHOOLS. PARTICIPANTS ARE PAIRED WITH A+ SCHOOL OF EXCELLENCE PRINCIPALS WHO MENTOR AND ASSIST THEM WITH DEVELOPING THEIR LEADERSHIP PLAN. CLASSES ARE HELD ON SEVEN SATURDAYS THROUGHOUT THE SCHOOL YEAR FOLLOWED BY A WEEK-LONG SESSION AND GRADUATION IN JUNE. INSTRUCTION IS A RICH BLEND OF PRACTICE AND THEORY. CLASS SESSIONS CONSIST OF DIRECT INSTRUCTION AND BRINGING IN OUTSIDE EXPERTS TO INFORM PARTICIPANTS ON SUCH TOPICS AS: COMMUNITY AND BUSINESS INVOLVEMENT IN SCHOOLS; DEVELOPING AND MAINTAINING A POSITIVE CULTURE OF LEARNING; EDUCATION LAW; COMMUNICATION SKILLS; ADVOCATING EFFECTIVELY FOR A SCHOOL COMMUNITY; AND DEALING WITH PUBLIC POLICY MAKERS. TO DATE, 68 SCHOOL LEADERS HAVE SUCCESSFULLY COMPLETED THE PLAA. THE POLLY ROSENBAUM WRITING CONTEST IS NAMED FOR POLLY ROSENBAUM, A FORMER ARIZONA STATE REPRESENTATIVE AND TEACHER WHO BELIEVED ARIZONA'S YOUNG PEOPLE ARE THE STATE'S GREATEST ASSET. THE CONTEST PROMOTES CREATIVE WRITING SKILLS FOR STUDENTS IN GRADES 7 - 12. EACH YEAR A DIFFERENT TOPIC IS SELECTED ON WHICH STUDENTS MUST WRITE THEIR ESSAYS. THE CONTEST IS DIVIDED INTO THREE CATEGORIES: 7TH & 8TH GRADERS; 9TH AND 10TH GRADERS; AND 11TH AND 12TH GRADERS. A PANEL OF BUSINESS, EDUCATION AND COMMUNITY LEADERS EVALUATES THE ENTRIES BASED ON CREATIVITY AND WRITING SKILLS. FIRST, SECOND AND THIRD PLACE WINNERS ARE CHOSEN IN EACH CATEGORY. THESE NINE WINNERS AND GUESTS ARE INVITED TO LUNCH AT THE STATE CAPITOL ON STATEHOOD DAY IN FEBRUARY WHERE THEY ARE RECOGNIZED AT THE STATEHOOD DAY CEREMONY BY STATE OFFICIALS. FOLLOWING THE CEREMONY, THE WINNERS READ THEIR ENTRIES IN A DESIGNATED LOCATION AT THE CAPITOL. THIS CREATIVE WRITING CONTEST PROVIDES HUNDREDS OF STUDENTS WITH AN OBJECTIVE, AUTHENTIC ASSESSMENT OF THEIR WRITING SKILLS. STUDENTS WHOSE ESSAYS ARE CHOSEN FOR THEIR EXCEPTIONAL WRITING SKILLS HAVE THE OPPORTUNITY TO MEET STATE LEADERS, BE PUBLICLY RECOGNIZED FOR THEIR ACHIEVEMENTS, AND VISIT THE STATE CAPITOL. AEF'S UNITED PROGRAM WAS LAUNCHED IN 2011 SHORTLY AFTER THE CITY OF PHOENIX DISCONTINUED ITS "PRINCIPAL FOR A DAY" PROGRAM DUE TO FUNDING CUTS. UNITED MATCHES BUSINESS LEADERS WITH PUBLIC SCHOOL PRINCIPALS IN AN EFFORT TO FORM SUSTAINABLE PARTNERSHIPS BETWEEN BUSINESSES AND SCHOOLS THAT WILL BENEFIT SCHOOLS. MEANINGFUL ENGAGEMENT IN PUBLIC EDUCATION CAN HAVE A POSITIVE IMPACT ON THE BUSINESS SECTOR AS WELL. FOLLOWING A TRAINING SESSION FOR BOTH PRINCIPALS AND BUSINESS LEADERS, AEF'S UNITED PROGRAM PROVIDES BUSINESSES WITH OPPORTUNITIES TO ENGAGE IN EDUCATION AND POSITIVELY AFFECT STUDENTS AND SCHOOLS IN THEIR COMMUNITIES. THE NATURE OF THE PARTNERSHIPS IS NON-PRESCRIPTIVE. SOME INVOLVE MENTORING AND COACHING, WHILE OTHER PARTNERSHIPS ARE MORE HANDS-ON WITH THE STUDENTS DURING REGULAR SCHOOL HOURS OR AFTER SCHOOL. OTHER EXAMPLES OF PARTNERSHIPS INCLUDE CAMPUS BEAUTIFICATION PROJECTS, FIELD TRIPS, CAREER DAYS, FUNDRAISING, MARKETING, AND DONATION OF SUPPLIES. IN ITS FIRST YEAR, UNITED RESULTED IN 10 ONGOING PARTNERSHIPS IN MARICOPA COUNTY. BY CONTINUING TO WORK WITH OTHER NONPROFIT ORGANIZATIONS, CIVIC GROUPS AND GOVERNMENT ENTITIES, AEF PLANS TO EXPAND THE PROGRAM WITHIN MARICOPA COUNTY AND EVENTUALLY THROUGHOUT ARIZONA.
ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 FORM 990, PAGE 6, PART VI, LINE 11B A COPY OF THE 990 WILL BE PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO SUBMISSION.
ENFORCEMENT OF CONFLICTS POLICY FORM 990, PAGE 6, PART VI, LINE 12C THE BOARD OF DIRECTORS CONSISTENTLY REVIEWS THE BYLAWS PARTICULARLY AS IT RELATES TO THE CONFLICT OF INTEREST POLICY (ARTICLE X).
COMPENSATION PROCESS FOR TOP OFFICIAL FORM 990, PAGE 6, PART VI, LINE 15A THE EXECUTIVE DIRECTOR COMPENSATION IS DETERMINED ANNUALLY AT THE BOARD OF DIRECTORS RETREAT BY ALL THE TRUSTEES. IT IS BASED ON GOALS THAT ARE PREDETERMINED BY THE EXECUTIVE COMMITTEE.
GOVERNING DOCUMENTS DISCLOSURE EXPLANATION FORM 990, PAGE 6, PART VI, LINE 19 THE GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
OTHER EXPENSES FORM 990, PART IX, LINE 24E BROADCAST EXPENSES 5,000 PRIZES 4,979 MISCELLANEOUS 3,092 SPEECH TRAINING 3,000 BANNERS 2,553 HONORARIA 2,500 MEALS 2,404 INSURANCE 2,363 SUBSTITUTES 2,265 APPLICATION REVISION 2,000 SHIRTS 1,068 WEBSITE 908 PROMO ITEMS 686 STUDENT SUPPLIES 671 MEMBERSHIP FEES 635 INSTRUCTORS & PRESENTORS 600 TROPHIES 545 CENTERPIECES 321 GRADUATION 183 BANK CHARGES 156 SUBSCRIPTIONS 132 GRAPHICS 122 LICENSE & PERMITS 10
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2011

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