| (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) 2021 | (b) 2022 | (c) 2023 | (d) 2024 | (e) 2025 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | ||||||
| 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 | ||||||
| 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. | ||||||
| Calendar year (or fiscal year beginning in) | (a) 2021 | (b) 2022 | (c) 2023 | (d) 2024 | (e) 2025 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | ||||||
| 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 | ||||||
| Calendar year (or fiscal year beginning in) | (a) 2021 | (b) 2022 | (c) 2023 | (d) 2024 | (e) 2025 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") | 5,113,401 | 9,011,579 | 5,894,596 | 6,801,293 | 5,386,833 | 32,207,702 |
| 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 | 126,360 | 26,733 | 197,670 | 206,731 | 58,664 | 616,158 |
| 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 | 5,239,761 | 9,038,312 | 6,092,266 | 7,008,024 | 5,445,497 | 32,823,860 |
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | 11,588 | 16,131 | 28,347 | 25,678 | 19,864 | 101,608 |
| 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. | 0 | |||||
| c | Add lines 7a and 7b.. | 11,588 | 16,131 | 28,347 | 25,678 | 19,864 | 101,608 |
| 8 | Public support. (Subtract line 7c from line 6.) | 32,722,252 | |||||
| Calendar year (or fiscal year beginning in) | (a) 2021 | (b) 2022 | (c) 2023 | (d) 2024 | (e) 2025 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6 | 5,239,761 | 9,038,312 | 6,092,266 | 7,008,024 | 5,445,497 | 32,823,860 |
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources | 155,135 | 150,589 | 255,534 | 320,460 | 323,259 | 1,204,977 |
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975 | ||||||
| c | Add lines 10a and 10b | 155,135 | 150,589 | 255,534 | 320,460 | 323,259 | 1,204,977 |
| 11 | Net income from unrelated business activities not included on 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.).. | 5,394,896 | 9,188,901 | 6,347,800 | 7,328,484 | 5,768,756 | 34,028,837 |
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 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) |
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| 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 0.015 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 0.035 | 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 | 1 | |
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
2 | |
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | 3 | |
| 4 Amounts paid to acquire exempt-use assets | 4 | |
| 5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) | 5 | |
| 6Total annual distributions. Add lines 1 through 5. | 6 | |
|
7
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
7 | |
| 8 Distributable amount for 2025 from Section C, line 6 | 8 | |
| 9 Line 7 amount divided by Line 8 amount | 9 | |
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2025 |
(iii) Distributable Amount for 2025 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2025 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2025 (reasonable cause required-- explain in Part VI).
See instructions. |
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| 3 Excess distributions carryover, if any, to 2025: | ||||
| a From 2020....... | ||||
| b From 2021....... | ||||
| c From 2022....... | ||||
| d From 2023....... | ||||
| e From 2024....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2025 distributable amount | ||||
|
i
Carryover from 2020 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2025 from Section D, line 6: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2025 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2025, 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 2025. 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 2026. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2021..... | ||||
| b Excess from 2022..... | ||||
| c Excess from 2023..... | ||||
| d Excess from 2024..... | ||||
| e Excess from 2025..... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software ID: | |
| Software Version: |
| Return Reference | Explanation |
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| FORM 990 PART III, LINE 4A | 1. SCHOLARSHIPS AND STUDENT SUCCESS SERVICES EDUCATION FORWARD ARIZONA PROVIDES SCHOLARSHIPS AND STRUCTURED ADVISING SERVICES TO FIRST-GENERATION AND LOW-INCOME ARIZONA STUDENTS PURSUING POSTSECONDARY EDUCATION, HELPING THEM ENROLL IN COLLEGE, PERSIST TO GRADUATION, AND TRANSITION INTO CAREER PATHWAYS. IN 2025, THE ORGANIZATION AWARDED 886 SCHOLARSHIPS AND PROVIDED INDIVIDUALIZED ADVISING AND CAREER GUIDANCE TO PARTICIPATING SCHOLARS. THESE EFFORTS CONTRIBUTED TO STRONG STUDENT OUTCOMES, INCLUDING A 94% PERSISTENCE RATE AND AN 80% GRADUATION RATE AMONG PARTICIPATING SCHOLARS. IN 2025, THE ORGANIZATION ALSO CELEBRATED 20 YEARS OF SCHOLARSHIP IMPACT, SURPASSING 1,000 CUMULATIVE GRADUATES WHOSE EDUCATIONAL ATTAINMENT HAS GENERATED AN ESTIMATED $2.2 BILLION IN LONG-TERM ECONOMIC IMPACT FOR ARIZONA. 2. POST-SECONDARY ACCESS INITIATIVES EDUCATION FORWARD ARIZONA WORKS WITH ARIZONA HIGH SCHOOLS, COUNSELORS, COLLEGE ACCESS PROFESSIONALS, AND STATEWIDE PARTNERS TO STRENGTHEN COLLEGE ACCESS SYSTEMS AND SUPPORT STUDENTS IN TRANSITIONING SUCCESSFULLY FROM HIGH SCHOOL TO POSTSECONDARY EDUCATION. THROUGH THE COLLEGE KNOWING & GOING (CKG) INITIATIVE, THE ORGANIZATION PARTNERED WITH 30 HIGH SCHOOLS ACROSS ARIZONA TO IMPLEMENT A SHARED FRAMEWORK FOR COLLEGE READINESS, STUDENT ADVISING, AND DATA-DRIVEN IMPROVEMENT. PARTICIPATING IN SCHOOLS IMPLEMENTED COMMON WORK PLANS AND TRACKED PROGRESS USING SHARED PERFORMANCE OBJECTIVES DESIGNED TO INCREASE POSTSECONDARY ENROLLMENT AND READINESS. THE ORGANIZATION ALSO SUPPORTS STATEWIDE EFFORTS TO IMPROVE COMPLETION OF THE FREE APPLICATION FOR FEDERAL STUDENT AID (FAFSA) AND COORDINATES THE ARIZONA COLLEGE ATTAINMENT NETWORK (AZCAN), A STATEWIDE PROFESSIONAL NETWORK FOR COLLEGE ACCESS PRACTITIONERS. IN 2025, EDUCATION FORWARD ARIZONA CO-LED ARIZONA'S FAFSA COALITION AND HOSTED STATEWIDE CONVENINGS THAT BROUGHT TOGETHER COUNSELORS, EDUCATORS, AND ACCESS PROFESSIONALS TO STRENGTHEN FINANCIAL AID COMPLETION AND POSTSECONDARY ADVISING. ARIZONA WAS SELECTED AS ONE OF FIVE STATES NATIONALLY TO PARTICIPATE IN THE FAFSA BETA TEST, REFLECTING THE STATE'S GROWING LEADERSHIP IN COLLEGE ACCESS COORDINATION. 3. STATEWIDE ENGAGEMENT AND ATTAINMENT ADVOCACY EDUCATION FORWARD ARIZONA CONDUCTS NONPARTISAN PUBLIC EDUCATION AND RESEARCH ACTIVITIES THAT HELP COMMUNITIES, EDUCATORS, AND POLICYMAKERS UNDERSTAND THE IMPORTANCE OF POSTSECONDARY ATTAINMENT AND WORKFORCE READINESS. IN 2025, THE ORGANIZATION RELEASED THE FUTURE OF ATTAINMENT IN ARIZONA, A STATEWIDE REPORT EXAMINING ARIZONA'S PROGRESS TOWARD INCREASING POSTSECONDARY ATTAINMENT AND STRENGTHENING THE EDUCATION-TO-WORKFORCE PIPELINE. THROUGH ITS EVERYTHING TO GAIN PUBLIC AWARENESS INITIATIVE AND STATEWIDE OUTREACH EFFORTS, EDUCATION FORWARD ARIZONA ENGAGED STUDENTS, FAMILIES, EDUCATORS, AND COMMUNITY LEADERS ACROSS ARIZONA IN CONVERSATIONS ABOUT THE CONNECTION BETWEEN EDUCATION, WORKFORCE READINESS, AND ECONOMIC OPPORTUNITY. ENGAGEMENT ACROSS DIGITAL PLATFORMS, MEDIA COVERAGE, AND COMMUNITY EVENTS REACHED MORE THAN ONE MILLION ARIZONANS WITH INFORMATION ABOUT POSTSECONDARY ATTAINMENT AND WORKFORCE READINESS. 4. REGIONAL ATTAINMENT PARTNERSHIPS EDUCATION FORWARD ARIZONA ALSO SUPPORTS REGIONAL COLLABORATIONS THAT BRING TOGETHER BUSINESS, EDUCATION, AND COMMUNITY LEADERS TO ADVANCE LOCAL ATTAINMENT GOALS. IN 2025, THE ORGANIZATION CONVENED SIX REGIONAL ATTAINMENT GROUPS ACROSS ARIZONA AND PUBLISHED THE STATE'S FIRST GUIDE FOR COMMUNITIES SEEKING TO LAUNCH REGIONAL ATTAINMENT INITIATIVES. THESE PARTNERSHIPS STRENGTHEN COORDINATION BETWEEN EDUCATION PROVIDERS, EMPLOYERS, AND COMMUNITY ORGANIZATIONS WORKING TO INCREASE POSTSECONDARY ATTAINMENT AND WORKFORCE READINESS. THROUGH THESE COMBINED EFFORTS, EDUCATION FORWARD ARIZONA WORKS TO EXPAND EDUCATIONAL OPPORTUNITY, STRENGTHEN ARIZONA'S TALENT PIPELINE, AND EXPAND OPPORTUNITY FOR ARIZONA RESIDENTS. FOR MORE INFORMATION ON HOW TO PARTNER WITH OR SUPPORT EDUCATION FORWARD ARIZONA, VISIT EDUCATIONFORWARDARIZONA.ORG OR EMAIL US AT INFO@EDUCATIONFORWARDARIZONA.ORG |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND THEN REVIEWED BY THE BOARD OF DIRECTORS AND APPROVED BY THE PRESIDENT/CEO AND EXECUTIVE COMMITTEE BEFORE IT IS FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD OF DIRECTORS ARE REQUIRED TO COMPLETE AND SIGN CONFLICT OF INTEREST QUESTIONNAIRES ANNUALLY. THE CEO AND TREASURER REVIEW AND APPROVE ALL TRANSACTIONS OF THE ORGANIZATION ACCORDING TO THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. ANY POTENTIAL CONFLICTS OF INTEREST WOULD BE DETECTED DURING THE REVIEW AND APPROVAL PROCESS. THE PROCEDURES STATED IN THE CONFLICT-OF-INTEREST POLICY WOULD BE FOLLOWED TO DEAL WITH ANY ISSUE ARISING. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD OF DIRECTORS REVIEW EXTERNAL COMPENSATION/BENEFIT INFORMATION IN MAKING THE DETERMINATION EACH YEAR IF SALARY INCREASES ARE WARRANTED FOR THE PRESIDENT/CEO BASED ON PERFORMANCE AND EXPERIENCE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION DOES NOT MAKE ITS ARTICLES OF INCORPORATION, BYLAWS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. IT MAY PROVIDE DOCUMENTS UPON WRITTEN REQUEST. FORM 990 IS AVAILABLE TO THE PUBLIC ON GUIDESTAR OR UPON REQUEST. |
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| Software Version: |