Totals
- Total revenue
- $2,397,640
- Total expenses
- $2,311,143
- Contributions and grants received
- $1,709,348
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $114,693
- Other revenue
- $573,599
- Total assets, end of year
- $6,009,251
- Total liabilities, end of year
- $409,776
- Net assets or fund balances, end of year
- $5,599,475
- Program services expenses (Part IX)
- $1,588,114
- Management and general expenses
- $323,579
- Fundraising expenses
- $399,450
- Program service expenses (Part III)
- $1,588,114
Program services were 68.7% 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.
-
1f · All other contributions, gifts and grants
$1,709,348
-
3 · Investment income
total $82,845 · excluded $82,845
-
7a · Gross sales of assets other than inventory
securities $248,709
-
7b · Less cost or other basis and sales expenses
securities $216,861
-
7c · Gain or loss
securities $31,848
-
7d · Net gain or loss
total $31,848 · excluded $31,848
-
11a · Other revenue: LEGAL FEES AWARDED
total $573,599 · related or exempt $573,599
-
11e · Other revenue, total
$573,599
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $425,843 · program services $250,078 · management and general $123,854 · fundraising $51,911
-
7 · Other salaries and wages
total $847,708 · program services $611,672 · management and general $42,965 · fundraising $193,071
-
8 · Pension plan contributions
total $57,497 · program services $33,997 · management and general $8,153 · fundraising $15,347
-
9 · Other employee benefits
total $124,814 · program services $82,040 · management and general $11,127 · fundraising $31,647
-
10 · Payroll taxes
total $89,931 · program services $61,298 · management and general $10,229 · fundraising $18,404
-
11b · Fees: legal
total $48,923 · program services $48,923
-
11c · Fees: accounting
total $10,935 · management and general $10,935
-
11f · Fees: investment management
total $24,280 · management and general $24,280
-
11g · Fees: other
total $56,700 · program services $35,248 · management and general $12,936 · fundraising $8,516
-
12 · Advertising and promotion
total $3,832 · program services $3,832
-
13 · Office expenses
total $95,087 · program services $28,279 · management and general $27,816 · fundraising $38,992
-
14 · Information technology
total $79,700 · program services $60,401 · management and general $6,210 · fundraising $13,089
-
16 · Occupancy
total $95,465 · program services $56,988 · management and general $24,556 · fundraising $13,921
-
17 · Travel
total $46,030 · program services $24,897 · management and general $9,068 · fundraising $12,065
-
19 · Conferences, conventions and meetings
total $4,077 · program services $2,513 · management and general $43 · fundraising $1,521
-
23 · Insurance
total $8,752 · program services $5,694 · management and general $3,058
-
24a · Other expenses: ADVOCACY INFRASTRUCTURE
total $258,702 · program services $258,702
-
24b · Other expenses: DUES AND SUBSCRIPTIONS
total $20,213 · program services $12,910 · management and general $6,657 · fundraising $646
-
24c · Other expenses: PUBLIC EDUCATION FORUMS
total $10,108 · program services $10,108
-
24d · Other expenses: GIFTS AND HONORARIUMS
total $2,494 · program services $482 · management and general $1,692 · fundraising $320
-
24e · All other expenses
total $52 · program services $52
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,133,219 · end of year $949,397
-
2 · Savings and temporary cash investments
beginning of year $737,815 · end of year $200,122
-
3 · Pledges and grants receivable
beginning of year $589,000 · end of year $100,000
-
9 · Prepaid expenses and deferred charges
beginning of year $41,163 · end of year $41,522
-
10a · Land, buildings and equipment: cost or other basis
$57,790
-
10b · Land, buildings and equipment: accumulated depreciation
$52,790
-
10c · Land, buildings and equipment, net
beginning of year $5,000 · end of year $5,000
-
11 · Investments: publicly traded securities
beginning of year $2,336,335 · end of year $2,420,068
-
12 · Investments: other securities
beginning of year $293,290 · end of year $2,156,250
-
15 · Other assets
beginning of year $752,679 · end of year $136,892
-
17 · Accounts payable and accrued expenses
beginning of year $137,869 · end of year $190,250
-
25 · Other liabilities
beginning of year $0 · end of year $219,526
-
27 · Net assets without donor restrictions
beginning of year $4,731,467 · end of year $4,763,693
-
28 · Net assets with donor restrictions
beginning of year $1,019,165 · end of year $835,782
Mission and programs · 2022
Mission
THE MISSION OF THE ACLU FOUNDATION OF ARIZONA IS TO DEFEND AND PRESERVE, THROUGH LITIGATION AND PUBLIC EDUCATION, INDIVIDUAL RIGHTS AND FREEDOMS GUARANTEED TO ALL BY THE CONSTITUTION AND THE LAWS OF THE UNITED STATES AND ARIZONA.
Activities or mission (Part I)
THE MISSION OF THE ACLU FOUNDATION OF ARIZONA IS TO DEFEND AND PRESERVE,(CONT.ON SCHEDULE 0)THROUGH LITIGATION AND PUBLIC EDUCATION, INDIVIDUAL RIGHTS AND FREEDOMS GUARANTEED TO ALL BY THE CONSTITUTION AND THE LAWS OF THE UNITED STATES AND ARIZONA.
-
LEGAL PROGRAM - THE ACLU FOUNDATION OF ARIZONA PROVIDES LEGAL REPRESENTATION TO PERSONS WHOSE CIVIL LIBERTIES ARE THREATENED OR VIOLATED. IN FISCAL YEAR 2023, WE MAINTAINED A DOCKET OF 14 ACTIVE CASES CHALLENGING VIOLATIONS BY GOVERNMENT. WE FILED 1 NEW CASE AND SENT 8 DEMAND LETTERS ON GOVERNMENT POLICIES AND/OR ACTIONS THAT VIOLATED CIVIL LIBERTIES. WE WERE ABLE TO MAINTAIN OUR LEGAL DOCKET OF CASES THANKS TO THE DONATED LEGAL SERVICES OF LOCAL ATTORNEYS TOTALING $977,787 DURING FISCAL YEAR 2022-2023. THE ACLU FOUNDATION OF ARIZONA PROCESSED 884 COMPLAINTS FROM COMMUNITY MEMBERS SEEKING LEGAL ASSISTANCE FROM US.
Expenses $879,982 · Revenue $573,599
-
ORGANIZING - THROUGH PUBLIC EDUCATION AND COMMUNITY OUTREACH, THE ACLU FOUNDATION OF ARIZONA INFORMS PEOPLE ABOUT CIVIL LIBERTIES AND CIVIL RIGHTS THAT ARE PROTECTED BY THE CONSTITUTION AND LAWS OF THE UNITED STATES AND ARIZONA. THE ORGANIZATION HOSTED PUBLIC EDUCATION EVENTS, DISTRIBUTED LEGAL HANDBOOKS, PUBLISHED ISSUE REPORTS, AND CONDUCTED MEDIA INTERVIEWS ON PRESSING CIVIL LIBERTIES ISSUES AFFECTING ARIZONANS. THE ACLU FOUNDATION RECRUITS, TRAINS, AND DEVELOPS VOLUNTEER LEADERS. 39 VOLUNTEER LEADERS WERE RECRUITED DURING FISCAL YEAR 2022-2023.
Expenses $205,370
-
COMMUNICATIONS - THROUGH TARGETED COMMUNICATIONS, AND TRADITIONAL AND ONLINE MEDIA, THE ACLU OF ARIZONA HELPS INFORM THE PUBLIC ABOUT PRESSING CIVIL LIBERTIES ISSUES. WE USE A VARIETY OF COMMUNICATIONS STRATEGIES TO EDUCATE AND RAISE AWARENESS AMONG OUR MEMBERS, (WHICH TOTALED 14,089 IN 2023) AND SUPPORTERS, INCLUDING DRAFTING OP-EDS AND LETTERS TO THE EDITOR AND RESPONDING TO CIVIL LIBERTIES-RELATED NEWS ITEMS IN THE MEDIA THE ACLU OF ARIZONA HAD 107 MENTIONS IN THE PRESS; 384,527 SOCIAL MEDIA HITS AND HAD 38,606 SOCIAL MEDIA FOLLOWERS, AND PUBLISHED OVER 14 BLOGS.
Expenses $502,762
As filed on the 2022 return.
Listed in Part VII
-
May LuMAY LU
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Nadia MustafaNADIA MUSTAFA
VICE-PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Mark WillitsMARK WILLITS
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Cassie Ramirez-BrenemanCASSIE RAMIREZ-BRENEMAN
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Abby JensonABBY JENSON
GENERAL COUNSEL
- Total calculated
- $0
- Hours/week
- 1
-
Geoffrey NailGEOFFREY NAIL
EQUITY OFFICER
- Total calculated
- $0
- Hours/week
- 1
-
Jacob RaifordJACOB RAIFORD
NATIONAL BOARD REPRESENTATIVE
- Total calculated
- $0
- Hours/week
- 1
-
Thomas W ChiangTHOMAS W CHIANG
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jennifer DelgadoJENNIFER DELGADO
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Michelle GaheeMICHELLE GAHEE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Vicki GaubecaVICKI GAUBECA
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Verlon JoseVERLON JOSE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Paul UnderwoodPAUL UNDERWOOD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Naydia PershardNAYDIA PERSHARD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Alexis EisALEXIS EIS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jennifer AllenJENNIFER ALLEN
EXECUTIVE DIRECTOR
- Total calculated
- $172,799
- From this org
- $153,468
- From related orgs
- $0
- Other
- $19,331
- Hours/week
- 38 + 2 related
Schedule J breakdown matched by us
- Base
- $153,468
- Bonus
- $0
- Other
- $0
- Deferred
- $9,759
- Nontaxable benefits
- $9,572
- Filer's total
- $172,799
-
Deanna RobinsonDEANNA ROBINSON
FINANCE DIRECTOR
- Total calculated
- $107,937
- From this org
- $87,149
- From related orgs
- $0
- Other
- $20,788
- Hours/week
- 28 + 12 related
-
Victoria Lopez-TremontVICTORIA LOPEZ-TREMONT
LEGAL & ADVISORY DIRECTOR
- Total calculated
- $117,542
- From this org
- $109,800
- From related orgs
- $0
- Other
- $7,742
- Hours/week
- 0 + 40 related
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 committee
- 3 · Form 990 of other organizations
- 3 · Written employment contract
- 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
The filer's explanations (Part III)
- PART I, LINE 3
- THE BOARD OF DIRECTORS DID A COMPENSATION STUDY FOR SIMILAR ORGANIZATIONS FROM WHICH THEY APPROVED A COMPENSATION PACKAGE WHICH IS CONTAINED IN THE EXECUTIVE DIRECTOR'S WRITTEN EMPLOYMENT CONTRACT.
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.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(C)4 · PRESERVATION OF INDIVIDUALS' LIBERTIES · AZ
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 15 February 2024
- IRS schema version
- 2022v5.0
- Source object
- 202440479349301414
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.