Arizona Grantmakers Forum

Nonprofit profile at a glance

EIN
861040394
IRS 990 coverage
2011–2021
Forms available
Form 990 2021
Location
Phoenix, AZ, USA
Phone
6029772756
Rating
87
Verdict
STRONG
Rating confidence
Moderate
Sector
Alliance/Advocacy

Official website

Reported finances

Revenue
$375,484
Expenses
$509,215
Assets
$886,067
Liabilities
$89,904

Source: IRS Form 990. Selected filing: tax year 2021. Amounts in USD.

Leadership & pay

16 people listed

Executive titles in this filing

  • LAURIE LILES (PRESIDENT AND CEO)

Highest reported compensation

  • LAURIE LILES (PRESIDENT AND CEO): $131,105 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2021. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To encourage, assist, promote private philanthropy to increase the awareness, appreciation, effectiveness of private philanthropy by providing information, networking opportunities, technical assistance, related services to private foundations, trusts, corporations, endowed community foundations, government, individuals.

What it reported doing in 2021

Grantmaker education networking opportunities - in 2021, Arizona grantmakers welcomed 7 new members, bringing the growing statewide network to 80 philanthropic organizations and corporations. Arizona grantmakers held nearly 100 educational programs, committee meetings, affinity group meetings and networking events and achieved a 4.5 out of 5 overall member satisfaction rating. Members understanding before and after programs increased from 3.3 to 4.4 out of 5. The southern Arizona network increased southern Arizona membership by 5. In june, Arizona grantmakers launched its engaging new website to serve members as a best-in-class philanthropy-serving organization. Arizona grantmakers racial justice, equity, diversity inclusion affinity group continued to create a space for members to explore emerging best practices for advancing racial equity through grantmaking.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Hybrid. The nonprofit split its reported program spending across 74% for direct work, and 26% for grants.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 85
  • Transparency & Controls: 94
  • Accountability: 95
  • Sustainability: 23
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 75.6%; rating input score 76
  • Fundraising efficiency: $10.04 raised per $1 spent on fundraising; rating input score 35; 35th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 81st percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 7 of 8 controls in place; rating input score 88
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: -35.6%; rating input score 6; 6th percentile among comparable filings
  • Total-asset coverage ratio: 1.74; rating input score 51; 51st percentile among comparable filings
  • Liabilities to assets ratio: 0.1; rating input score 29; 29th percentile among comparable filings
  • Officer compensation ratio: 25.7%; rating input score 15; 15th percentile among comparable filings

Growth

  • Program expense growth: 13.7% per year; rating input score 100; 80th percentile among comparable filings
  • Revenue growth: 8.3% per year; rating input score 100; 70th percentile among comparable filings
  • Asset growth: 13.9% per year; rating input score 100; 74th percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed · 75.6% of spending went to programs
  • Governance: 13 of 13 board members independent · 7 of 8 filing controls reported
  • Programs: 3 filed program accomplishments · $385K in reported program spending
  • Leadership: top reported pay $131K · 16 people listed
  • Consistency: 32 of 32 current checks pass
  • Schedules: 6 filed schedules · includes major donors and grants
  • Filing history: 11 filing years from 2011 to 2021
  • Contacts: How to reach this organization
  • Money network: 2 filed money-flow records
  • Related organizations: 1 filed related-organization link
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Financial Efficiency: Fundraising efficiency scored 35/100.
  • High — Sustainability: Operating margin scored 6/100.
  • Review — Accountability: Governance controls: Independent financial-statement audit not reported.
  • Review — Sustainability: Total-asset coverage ratio scored 51/100.
  • High — Sustainability: Officer compensation ratio scored 15/100.
  • High — Sustainability: Liabilities to assets ratio scored 29/100.