Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 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 |
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Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 77,499 | 523,643 | 356,537 | 1,076,678 | 915,057 | 2,949,414 |
| 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 | 77,499 | 523,643 | 356,537 | 1,076,678 | 915,057 | 2,949,414 |
| 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).. | 111,012 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 2,838,402 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 77,499 | 523,643 | 356,537 | 1,076,678 | 915,057 | 2,949,414 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | ||||||
| 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 | 2,949,414 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (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) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (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 2019 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-2019 |
(iii) Distributable Amount for 2019 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2019 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI). See instructions. |
||||
| 3 Excess distributions carryover, if any, to 2019: | ||||
| a From 2014....... | ||||
| b From 2015....... | ||||
| c From 2016....... | ||||
| d From 2017....... | ||||
| e From 2018....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2019 distributable amount | ||||
|
i
Carryover from 2014 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2019 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2019 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2019, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2019. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
7 Excess distributions carryover to 2020. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2015..... | ||||
| b Excess from 2016..... | ||||
| c Excess from 2017..... | ||||
| d Excess from 2018..... | ||||
| e Excess from 2019..... | ||||
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
|---|
| Software ID: | 19009610 |
| Software Version: | 19.2.1.0 |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| Form 990, Part III, Line 4d | Program Service Expenses 0, Grants and allocations 0, Revenue 0 RESEARCH AND ANALYSIS ACE CONSULTS WITH ITS BOARD OF DIRECTORS AND ITS OWN CONSTITUENCY TO IDENTIFY AND CREATE PLANS FOR CHANGE ON LOCAL AND NATIONAL ISSUES OF IMPORT TO LOW- AND MODERATE-INCOME COMMUNITIES IN ARIZONA. IN IDENTIFYING THE ISSUES AND SOCIAL CONCERNS RELEVANT TO THE COMMUNITIES WITH WHICH WE WORK, ACE USES ALL APPROPRIATE METHODS OF RESEARCH, INCLUDING GRASSROOTS RESEARCH, AS WELL AS DRAWING ON EXPERTS IN THE FIELD, AND PREPARATION OF MATERIALS FOR THE COMMUNITY. ALL RESEARCH MATERIALS PREPARED FOR DISSEMINATION ARE AVAILABLE TO THE GENERAL PUBLIC FOR FREE OR FOR A LOW FEE TO COVER THE COST OF PRODUCTION. POSSIBLE ISSUES FOR BOTH RESEARCH AND LOBBYING MAY INCLUDE IMMIGRANT RIGHTS, CUTS TO EDUCATION SPENDING, PAYDAY LENDING REFORMS AND CHANGES TO ENFORCEMENT OF WAGE-AND- HOUR VIOLATIONS. |
| Form 990, Part III, Section A, Line 4c | CONTINUED FROM PART III, LINE 4c. CANDIDATES FOR LEADERSHIP TRAINING ARE DRAWN FROM THE PUBLIC AT LARGE WITHIN THE COMMUNITIES IN WHICH WE WORK, AND ARE NOT LIMITED BASED ON MEMBERSHIP IN A CERTAIN ORGANIZATION OR OTHER CRITERIA THAT WOULD MAKE ACES SERVICES NOT AVAILABLE TO ALL. ACE COLLABORATES WITH OTHER COMMUNITY-BASED, GRASSROOTS ORGANIZATIONS THAT SHARE ITS MISSION OF EMPOWERING LOW- TO MODERATE-INCOME COMMUNITIES TO INCREASE THE SKILLS BASE OF THEIR ORGANIZERS AND LEADERS. ACE DOES THIS THROUGH THE CREATION OF TRAINING MATERIALS SHARED WITH OTHER ORGANIZATIONS AND FACILITATION OF RELEVANT WORKSHOPS. THEMES ARE DEVELOPED AS NEEDED, BUT MAY INCLUDE THE FOLLOWING FINANCIAL MANAGEMENT, COALITION-BUILDING, FUNDRAISING, AND PLAN CREATION. CURRENTLY, ACE ALSO CONDUCTS LEADERSHIP AND OTHER FORMS OF TRAININGS FOR OTHER ORGANIZATIONS, WHICH SHARE ACES CORE MISSION OF WORKING WITH LATINOS AND IMMIGRANTS IN ARIZONA TO TRANSFORM THEIR COMMUNITIES. |
| Form 990, Part III, Section A, Line 4d | ISSUE ADVOCACY WHILE ADVOCATING FOR LEGISLATIVE CHANGE IS NOT A SUBSTANTIAL PART OF ACES MISSION AND ACTIVITIES, THERE ARE BRIEF MOMENTS WHERE THE ORGANIZATIONS TAX-EXEMPT PURPOSE CAN BE BEST ADVANCED THROUGH DIRECT OR GRASSROOTS ADVOCACY EFFORTS. WHEN SUCH CIRCUMSTANCES ARE IDENTIFIED, AND IF NEEDED, ACE WILL ENGAGE IN LOBBYING WITHIN THE LIMITS OF WHAT IS APPROPRIATE FOR ITS STATUS AS A 501c3 ORGANIZATION. POSSIBLE ISSUES FOR BOTH RESEARCH AND LOBBYING MAY INCLUDE IMMIGRANT RIGHTS, CUTS TO EDUCATION SPENDING, WORKER WAGES AND BENEFITS, CIVIC ENGAGEMENT, CHANGES TO ENFORCEMENT OF WAGE-AND- HOUR VIOLATIONS, AND ANY OTHER TOPICS WHICH IMPACT THE LIVES OF LATINO AND IMMIGRANT COMMUNITIES IN ARIZONA. ONCE KEY ISSUES HAVE BEEN IDENTIFIED, ACES STAFF AND VOLUNTEERS WILL CARRY OUT SMALL-GROUP MEETINGS AND COMMUNITY FORUMS TO EDUCATE AND ENGAGE COMMUNITY MEMBERS ON THE ISSUES AND PLANS. THESE PLANS MAY INCLUDE ADVOCATING FOR POLICY CHANGE AT THE LOCAL OR NATIONAL LEVEL, EDUCATING LEGISLATORS ON THE NEEDS OF THE POOR AND WORKING FAMILIES OF ARIZONA. IF SO, COMMUNITY MEMBERS WILL PARTICIPATE IN TRAININGS TO DEVELOP THE SKILLS NEEDED TO ADVOCATE ON THEIR OWN BEHALF, FURTHERING ACES MISSION OF EMPOWERMENT AND EFFECTING POSITIVE POLICY CHANGE. THIS PART OF ACES WORK WILL CONSTITUTE NO MORE THAN 10 OF ITS ACTIVITIES. IT WILL BE PERFORMED BY ORGANIZATIONAL STAFF, VOLUNTEERS AND BOARD MEMBERS AND BE FUNDED BY PRIVATE FOUNDATION GRANTS. |
| Form 990, Part III, Section A, Line 4e | CIVIC ENGAGEMENT ACE INCREASES THE CIVIC PARTICIPATION OF LOW- AND MODERATE-INCOME AND MINORITY COMMUNITY MEMBERS IN LOCAL, STATEWIDE AND NATIONAL ELECTIONS THROUGH VOTER REGISTRATION, EDUCATION AND MOBILIZATION ON ISSUES OF CONCERN. THE BOARD OF DIRECTORS WORKS TO IDENTIFY THE ISSUES OF CONCERN IN CONSULTATION WITH THE STAFF AND VOLUNTEERS. AS ARIZONA IS A BALLOT INITIATIVE STATE, MANY ISSUES OF CONCERN ARE VOTED ON DIRECTLY BY THE ELECTORATE, CREATING AN OPPORTUNITY TO EFFECT LONG-LASTING CHANGE. STAFF AND VOLUNTEERS FOCUS THEIR EFFORTS IN AREAS OF METROPOLITAN PHOENIX AND MARICOPA COUNTY THAT HAVE THE HIGHEST CONCENTRATIONS OF LOW- AND MODERATE-INCOME AND/OR MINORITY VOTING AGE POPULATIONS. ACE PARTNERS WITH LOCAL INSTITUTIONS, INCLUDING CHURCHES AND SCHOOLS, AS WELL AS CARRIES OUT SITE-BASED AND DOOR-TO-DOOR CANVASSES TO OFFER UNREGISTERED, ELIGIBLE COMMUNITY MEMBERS THE OPPORTUNITY TO REGISTER TO VOTE, ONLINE OR ON THE STATE-PROVIDED PAPER APPLICATIONS. SMALL- GROUP MEETINGS AND COMMUNITY FORUMS ARE HELD IN PARTNERSHIP WITH OTHER NON-PROFIT COMMUNITY ORGANIZATIONS, TO EDUCATE VOTERS ON THE ISSUES AT PLAY IN THE ELECTIONS. VOLUNTEER-LED AND PAID CANVASSES MAY BE USED TO COMMUNICATE WITH VOTERS, GOING DOOR-TO-DOOR TO SPEAK DIRECTLY WITH HOUSEHOLDS IN THE TARGET AREAS, URGING VOTERS TO VOTE IN SUPPORT OF COMMUNITY-FRIENDLY ISSUES. ACES CIVIC ENGAGEMENT PROGRAM WILL BE NON- PARTISAN AND OPERATED IN STRICT COMPLIANCE WITH 501C3 GUIDELINES BY STAFF AND VOLUNTEERS. |
| Form 990, Part VI, Section B, Line 11b | THE EXECUTIVE DIRECTOR OF THE ORGANIZATION DISTRIBUTES A PDF COPY OF THE 990 TO ALL BOARD MEMBERS FOR REVIEW AND COMMENT PRIOR TO THE RETURN BEING FILED. |
| Form 990, Part VI, Section B, Line 12c | AT EACH BOARD AND COMMITTEE MEETING, IF THERE IS A DISCUSSION OF SELECTING OR ENGAGING A VENDOR OR SERVICE PROVIDER, ALL IN ATTENDANCE ARE ASKED TO RECUSE THEMSELVES FROM THIS DISCUSSION IF THERE COULD BE A PERCEIVED CONFLICT. ANNUALLY, THE ORGANIZATION REVIEWS AND DISCUSSES THE CONFLICT OF INTEREST POLICY AND REQUESTS THAT EACH BOARD MEMBER LIST AND ACKNOWLEDGE ANY KNOWN CONFLICTS. |
| Form 990, Part VI, Section B, Line 15 | THE BOARD MAY HIRE AND COMPENSATE INDIVIDUALS FOR NECESSARY SERVICES RENDERED TO THE ORGANIZATION SO LONG AS SUCH COMPENSATION IS REASONABLE. THE BOARD SHALL DETERMINE REASONABLE COMPENSATION AMOUNTS BASED UPON COMPENSATION PAID BY SIMILARLY SITUATED NONPROFITS FOR LIKE SERVICES. THE BOARD MAY RELY UPON SALARY STUDIES, AS WELL AS DATA REGARDING COMPENSATION PAID BY PEER ORGANIZATIONS OF SIMILAR SIZE TO DETERMINE REASONABLE COMPENSATION. THE TERMS OF SUCH COMPENSATION AND INFORMATION RELIED UPON SHALL BE RECORDED IN WRITING. AN INDIVIDUAL WHO IS A MEMBER OF THE BOARD WHO RECEIVES COMPENSATION, DIRECTLY OR INDIRECTLY FROM THE ORGANIZATION FOR SERVICES, IS PRECLUDED FROM PARTICIPATING IN DISCUSSIONS OR VOTES PERTAINING TO THEIR OWN COMPENSATION. |
| Form 990, Part VI, Section C, Line 19 | THE ORGANIZATION WILL PROVIDE IN A TIMELY MANNER, FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS INCLUDING ITS CONFLICT OF INTEREST POLICIES WHEN REQUESTED IN WRITING OR IN PERSON. |
| Form 990, Part IX, Line 5-10 | THE ORGANIZATION IS IN A COMMON PAYMASTER RELATIONSHIP WITH LIVING UNITED FOR CHANGE IN ARIZONA LUCHA. LUCHA IS THE EMPLOYER OF RECORD, FILING ALL PERTINENT TAX DOCUMENTS ON A QUARTERLY AND ANNUAL BASIS AS NEEDED INCLUDING MAKING REQUIRED TAX DEPOSITS. THESE LINES REFLECT THE SALARIES, WAGES, BENEFITS, AND TAXES ASSOCIATED WITH THE EMPLOYEES COSTS ATTRIBUTABLE TO ACE. |
| Software ID: | 19009610 |
| Software Version: | 19.2.1.0 |