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Nonprofiteer
← ARIZONA COUNCIL ON ECONOMIC EDUCATION

Form 990 for tax year 2025

Filed by ARIZONA COUNCIL ON ECONOMIC EDUCATION.

Totals

Total revenue
$858,999
Total expenses
$850,132
Contributions and grants received
$775,853
Grants paid
$40,689
Program service revenue
$65,685
Investment income
$20,182
Other revenue
-$2,721
Total assets, end of year
$1,497,090
Total liabilities, end of year
$60,567
Net assets or fund balances, end of year
$1,436,523
Program services expenses (Part IX)
$709,195
Management and general expenses
$88,823
Fundraising expenses
$52,114
Program service expenses (Part III)
$709,195

Program services were 83.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $177,711

  • 1f · All other contributions, gifts and grants

    $598,142

  • 2a · Program service revenue: FINANCIAL LITERACY

    total $65,685 · related or exempt $65,685

  • 3 · Investment income

    total $17,766 · excluded $17,766

  • 7a · Gross sales of assets other than inventory

    securities $433,000

  • 7b · Less cost or other basis and sales expenses

    securities $430,584

  • 7c · Gain or loss

    securities $2,416

  • 7d · Net gain or loss

    total $2,416 · excluded $2,416

  • 8a · Fundraising events: gross income

    $40,101

  • 8a · Fundraising events: contributions included on line 1c

    $177,711

  • 8b · Fundraising events: direct expenses

    $42,822

  • 8c · Net income from fundraising events

    total -$2,721 · excluded -$2,721

  • 11a · Other revenue: OTHER

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $40,689 · program services $40,689

  • 5 · Compensation of officers, directors and key employees

    total $181,360 · program services $126,953 · management and general $15,558 · fundraising $38,849

  • 7 · Other salaries and wages

    total $290,605 · program services $282,066 · management and general $8,539

  • 9 · Other employee benefits

    total $13,650 · program services $13,466 · management and general $184

  • 10 · Payroll taxes

    total $35,661 · program services $31,025 · management and general $1,783 · fundraising $2,853

  • 11a · Fees: management

    total $26,222 · program services $9,325 · management and general $9,397 · fundraising $7,500

  • 11c · Fees: accounting

    total $32,582 · program services $2,986 · management and general $29,321 · fundraising $275

  • 11g · Fees: other

    total $99,293 · program services $99,293

  • 12 · Advertising and promotion

    total $15,569 · program services $15,569

  • 13 · Office expenses

    total $31,782 · program services $8,014 · management and general $22,922 · fundraising $846

  • 16 · Occupancy

    total $19,884 · program services $17,299 · management and general $994 · fundraising $1,591

  • 17 · Travel

    total $22,581 · program services $22,581

  • 22 · Depreciation, depletion and amortization

    total $640 · program services $557 · management and general $32 · fundraising $51

  • 23 · Insurance

    total $1,862 · program services $1,620 · management and general $93 · fundraising $149

  • 24a · Other expenses: CURRICULUMOTHER PROG SUPPLY

    total $25,928 · program services $25,928

  • 24e · All other expenses

    total $11,824 · program services $11,824

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $151,838 · end of year $175,671

  • 2 · Savings and temporary cash investments

    beginning of year $687,449 · end of year $599,933

  • 3 · Pledges and grants receivable

    beginning of year $32,000 · end of year $7,590

  • 4 · Accounts receivable

    beginning of year $1,300 · end of year $1,440

  • 8 · Inventories for sale or use

    beginning of year $1,787

  • 9 · Prepaid expenses and deferred charges

    beginning of year $16,727 · end of year $13,931

  • 10a · Land, buildings and equipment: cost or other basis

    $6,412

  • 10b · Land, buildings and equipment: accumulated depreciation

    $6,412

  • 10c · Land, buildings and equipment, net

    beginning of year $640

  • 11 · Investments: publicly traded securities

    beginning of year $551,712 · end of year $668,674

  • 15 · Other assets

    beginning of year $45,766 · end of year $29,851

  • 17 · Accounts payable and accrued expenses

    beginning of year $21,470 · end of year $16,572

  • 19 · Deferred revenue

    beginning of year $8,000 · end of year $7,000

  • 25 · Other liabilities

    beginning of year $48,457 · end of year $36,995

  • 27 · Net assets without donor restrictions

    beginning of year $1,287,292 · end of year $1,409,023

  • 28 · Net assets with donor restrictions

    beginning of year $124,000 · end of year $27,500

Mission and programs · 2025

Mission

TO REACH AND TEACH EVERY ARIZONA STUDENT TO BECOME FINANCIALLY AND ECONOMICALLY RESPONSIBLE IN WORK AND LIFE.

  • In partnership with our dedicated educators, volunteers, and supporters, in 2025, ACEE provided professional development and curriculum support to 2,108 K-12 teachers, reaching 273,461 socioeconomically diverse students across 552 public, charter, tribal, home, private, and juvenile detention schools statewide. Notably, sixty-seven percent of these students were from low to moderate income families, representing 66 cities and towns in all 15 Arizona counties, with 27% residing in rural communities. ACEEs innovative programs such as EconReads, Financial Fitness in Action, Money Minutes, The Stock Market Game, Building Young Entrepreneurs, and $martPath continue to bring economics to life in classrooms across the state. These initiatives empower teachers and help students connect real-world scenarios with classroom learning. As a leading organization in economic education professional development, ACEE provides educators statewide with valuable opportunities to connect, exchange best practices, and explore innovative teaching methods. Our success is made possible by the generosity of 315 individual and corporate donors and 931 volunteers. Your support has been instrumental in building a stronger future workforce for Arizona and ensuring long-term sustainability. Together, we are paving the way for a brighter tomorrow.

    Expenses $709,195 · Grants $40,689 · Revenue $65,685

As filed on the 2025 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Elena Zee

    PRESIDENT

    Total calculated
    $181,360
    From this org
    $172,000
    From related orgs
    $0
    Other
    $9,360
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $172,000
    Bonus
    not reported
    Other
    not reported
    Deferred
    $5,160
    Nontaxable benefits
    $4,200
    Filer's total
    $181,360

  • Julie Jakubek

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • Kris Anest

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    4

  • Dawn Hennings

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    4

  • Jason Koeller

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • Debbie Henney

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • Rachel Weiss

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • Sarah Hancotte

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • Natalie Beck

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • Emily Schwartz

    SECRETARY

    Total calculated
    $0
    Hours/week
    4

  • Bill Abad

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • Brendan Oconnor

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • Maria Fisher

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • Scott Kalikea

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • Katie Peherson

    TREASURER

    Total calculated
    $0
    Hours/week
    4

  • Manoj Varghese

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • Adriana Delgado

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • Elise King Dodenhoff

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • Mary Rigdon

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • Robyn Hansen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • Bill Davis

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2025
Filed
8 May 2026
IRS schema version
2025v4.1
Source object
202601319349302025

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