Attach to Form 990 or Form 990-EZ.
Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
| (i)Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 9 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
| Total | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any unusual grants.) .... | 4,653,493 | 2,222,462 | 1,113,946 | 1,562,428 | 3,279,325 | 12,831,654 |
| 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 | 4,653,493 | 2,222,462 | 1,113,946 | 1,562,428 | 3,279,325 | 12,831,654 |
| 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).. | ||||||
| 6 | Public support. Subtract line 5 from line 4. | 12,831,654 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 4,653,493 | 2,222,462 | 1,113,946 | 1,562,428 | 3,279,325 | 12,831,654 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 28 | 82 | 11 | 121 | ||
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support. Add lines 7 through 10. | 12,831,775 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (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.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (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 VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
|||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2015 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2015 |
(iii) Distributable Amount for 2015 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2015 from Section C, line 6 |
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|
2
Underdistributions, if any, for years prior to 2015 (reasonable cause required--see instructions) |
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| 3 Excess distributions carryover, if any, to 2015: | ||||
| a | ||||
| b | ||||
| c | ||||
| d From 2013....... | ||||
| e From 2014....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2015 distributable amount | ||||
|
i
Carryover from 2010 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2015 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2015 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2015, if any. Subtract lines 3g and 4a from line 2 (if amount greater than zero, see instructions) |
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|
6
Remaining underdistributions for 2015. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions) |
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|
7 Excess distributions carryover to 2016. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a | ||||
| b | ||||
| c Excess from 2013....... | ||||
| d From 2014....... | ||||
| e From 2015....... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software Version: |
Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| Return Reference | Explanation |
|---|---|
| FORM 990, PAGE 2, PART III, LINE 4A | EXPECT MORE ARIZONA IS A NONPARTISAN EDUCATION ADVOCACY ORGANIZATION THAT IS WORKING TO ENSURE ALL STUDENTS RECEIVE A WORLD-CLASS EDUCATION, REGARDLESS OF THEIR BACKGROUND, INCOME OR ZIP CODE. A WORLD-CLASS EDUCATION SYSTEM IS ONE IN WHICH EVERY CHILD, REGARDLESS OF BACKGROUND, INCOME, OR ZIP CODE, IS ABLE TO ACCESS HIGH-QUALITY EARLY LEARNING THAT PREPARES HIM/HER FOR KINDERGARTEN, READ PROFICIENTLY BY THE 3RD GRADE, GRADUATE FROM HIGH SCHOOL READY FOR COLLEGE OR CAREER, AND ATTAIN A COLLEGE DEGREE AND/OR CERTIFICATE OR INDUSTRY CREDENTIAL. "EVERY CHILD'S EDUCATION IS FUNDED FROM THE EARLY YEARS UP TO CAREER TO FOSTER EXCELLENCE "EVERY CHILD HAS ACCESS TO A GREAT TEACHER AND PRINCIPAL "EVERY CHILD HAS ACCESS TO HIGH QUALITY EARLY LEARNING OPPORTUNITIES TO SUPPORT KINDERGARTEN READINESS AND LITERACY DEVELOPMENT "EVERY 3RD GRADER IS PROFICIENT IN READING AND MATH "EVERY CHILD GRADUATES FROM HIGH SCHOOL PREPARED FOR COLLEGE AND CAREER "EVERY CHILD HAS THE OPPORTUNITY TO ATTAIN A HIGH-QUALITY DEGREE, CREDENTIAL OR INDUSTRY CERTIFICATION OUR ROLE EXPECT MORE ARIZONA PLAYS AN IMPORTANT ROLE IN SERVING AS A CRITICAL CONVENER AND RELATIONSHIP BUILDER; PROVIDING RESOURCES FOR INDIVIDUALS, ORGANIZATIONS AND POLICYMAKERS CONCERNED ABOUT EDUCATION; AND ACTIVATING INDIVIDUALS AND ORGANIZATIONS TO SHARE INFORMATION AND TAKE ACTION. WHAT WE DO "RAISE AWARENESS AND BUILD SUPPORT OF CRITICAL EDUCATION ISSUES WITH PARENTS, EDUCATORS AND VOTERS - WORKING IN OVER 30 CITIES AND TOWNS, EXPECT MORE ARIZONA RAISES AWARENESS ABOUT EDUCATION ISSUES THAT MATTER MOST TO THE SUCCESS OF OUR STUDENTS AND THE FUTURE OF OUR STATE THROUGH MEDIA ENGAGEMENT, COMMUNITY PARTNERS AND DIRECT PARENT OUTREACH. WE ALSO HELP EDUCATORS AND PARENTS HAVE THE TOOLS AND RESOURCES THEY NEED TO HELP KIDS SUCCEED. FROM SIMPLE DAILY ACTIONS TO STEP-BY-STEP GUIDES, WE'RE WORKING HARD TO MEET THE NEEDS OF SCHOOLS AND FAMILIES. "MOVE PARENTS, EDUCATORS AND VOTERS TO TAKE ACTION - EDUCATION MUST BE OUR STATE'S NUMBER ONE PRIORITY. THROUGH OUTREACH TO COMMUNITY LEADERS, PARTICIPATION IN HEARINGS AND EVENTS AROUND THE STATE, AND OPPORTUNITIES TO SHARE THEIR PERSPECTIVE WITH THE MEDIA, WE HELP THOUSANDS OF ARIZONANS TO RAISE THEIR VOICE AND TAKE ACTION. "FOSTER STATEWIDE COLLABORATION ON SHARED ADVOCACY PRIORITIES - EXPECT MORE ARIZONA BRINGS TOGETHER MORE THAN 200 PARTNER ORGANIZATIONS TO WORK TOWARD A SHARED VISION FOR WORLD-CLASS EDUCATION. IMPACT AS A RESULT OF OUR WORK OVER THE PAST FIVE YEARS WITH OUR PARTNERS, EDUCATION IS THE NUMBER ONE PRIORITY FOR ARIZONA VOTERS; ARIZONA HAS A SHARED VISION FOR AND SET OF METRICS TO MEASURE A WORLD-CLASS EDUCATION; THOUSANDS OF ARIZONANS ARE WILLING TO TAKE ACTION TO SUPPORT EDUCATION; STRONGER COMMUNITY COLLABORATION EXISTS ON KEY EDUCATION ISSUES; AND PARENTS HAVE MEANINGFUL INFORMATION TO KNOW IF THEIR CHILD IS ON TRACK TO SUCCEED. TOGETHER WITH OUR PARTNERS, WE HAVE SUPPORTED AND SECURED 120 MILLION FOR EARLY LITERACY IN THE STATE BUDGET, WE HAVE PROTECTED HIGH STANDARDS IN OUR CLASSROOMS, ENSURED WE HAVE A HIGH QUALITY K-12 ASSESSMENT, ADVOCATED FOR RESOURCES FOR SCHOOLS AND TEACHER SALARIES, AND SUPPORTED THE RESTORATION OF JTED FUNDING, THE UNIVERSITY FUNDING MODEL, AND FLEXIBILITY FOR COMMUNITY COLLEGES. IN THE PAST YEAR WE'VE DONE THIS BY MOVING 2,800 ADVOCATES TO TAKE ACTION AND DELIVERING MORE THAN 150 PRESENTATIONS REACHING 4,300 INDIVIDUALS. WE CREATED AND SHARED 130,000 RESOURCES WITH PARENTS DURING THE BACK TO SCHOOL SEASON AND HIGHLIGHTED 300 EXAMPLES OF EXCELLENCE. ADDITIONALLY, WE PLAYED A SIGNIFICANT ROLE IN THE MEDIA, EARNING MORE THAN 200 MEDIA PLACEMENTS, GENERATING 120 MILLION IMPRESSIONS. VISIT WWW.EXPECTMOREARIZONA.ORG TO JOIN THE MOVEMENT. |
| FORM 990, PAGE 6, PART VI, LINE 4 | UPDATED BY LAWS IN DECEMBER 2015. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE FORM 990 IS HANDED OUT TO THE EXECUTIVE COMMITTEE BY THE INDEPENDENT CERTIFIED PUBLIC ACCOUNTANT FOR REVIEW AND IS DELIVERED ELECTRONICALLY AND VIA HARD COPY TO ALL MEMBERS OF THE BOARD OF DIRECTORS PRIOR TO SUBMISSION. |
| FORM 990, PAGE 6, PART VI, LINE 12C | THE CONFLICT OF INTEREST POLICY IS REVIEWED AND SIGNED OFF ANNUALLY BY ALL BOARD MEMBERS. ANY BOARD MEMBER THAT HAS A CONFLICT OF INTEREST WILL RECUSE THEMSELF FROM ALL VOTES ON THAT PARTICULAR TOPIC. EMPLOYEES REVIEW AND SIGN OFF ON THE CONFLICT OF INTEREST POLICY UPON HIRE AND ANNUALLY THEREAFTER. |
| FORM 990, PAGE 6, PART VI, LINE 15A | IN SUMMER 2016 AND FALL 2013 THE ORGANIZATION CONDUCTED A COMPENSATION REVIEW BY A THIRD PARTY, INDEPENDENT FIRM, WHO RECOMMENDED PAY RANGES FOR ALL EMPLOYEES USING DATA FROM NATIONAL SOURCES, ALONG WITH COMPARABLE POSITIONS IN SIMILAR ORGANIZATIONS. THE ORGANIZATION ANTICIPATES UPDATING THE PERFORMANCE REVIEW EVERY THREE YEARS. THE BOARD ALSO CONDUCTS AN ANNUAL PERFORMANCE AND COMPENSATION REVIEW OF THE PRESIDENT AND CEO. ALL OTHER STAFF PARTICIPATE IN AN ANNUAL END OF YEAR AND MID-YEAR PERFORMANCE REVIEW. |
| FORM 990, PAGE 6, PART VI, LINE 15B | IN SUMMER 2016 AND FALL 2013 THE ORGANIZATION CONDUCTED A COMPENSATION REVIEW BY A THIRD PARTY, INDEPENDENT FIRM, WHO RECOMMENDED PAY RANGES FOR ALL EMPLOYEES USING DATA FROM NATIONAL SOURCES, ALONG WITH COMPARABLE POSITIONS IN SIMILAR ORGANIZATIONS. THE ORGANIZATION ANTICIPATES UPDATING THE PERFORMANCE REVIEW EVERY THREE YEARS. THE BOARD ALSO CONDUCTS AN ANNUAL PERFORMANCE AND COMPENSATION REVIEW OF THE PRESIDENT AND CEO. ALL OTHER STAFF PARTICIPATE IN AN ANNUAL END OF YEAR AND MID-YEAR PERFORMANCE REVIEW. |
| FORM 990, PAGE 6, PART VI, LINE 19 | GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
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