2025-05-05T06:45:37-00:00 2024-06-30 822851604 SECHLER MORGAN CPAS PLLC 2418 W BARROW DRIVE CHANDLER AZ 85224 990 2023-07-01 860523265 Phoenix Union Partnership of Business and Education PHOE 4802693634 345 E Palm Lane Phoenix AZ 85004 DANIEL LEIS TREASURER 4802693634 2025-04-27 true KRISTINA MORGAN CPA P01370742 6022302700 2025-01-18 2023 2025-03-06 01:10:19Z X Phoenix Union Foundation for Education DANIEL LEIS 7650 S McClintock Dr Ste 103-471 Tempe AZ 85284 321400 false X Foundation4Education.org X 1984 AZ TO STRENGTHEN OUR COMMUNITY BY INVESTING IN STUDENT SUCCESS, THROUGH SCHOLARSHIPS FOR HIGHER EDUCATION AND FINANCIAL SUPPORT TO TEACHERS, STAFF, AND ADMINISTRATORS. 14 14 2 40 0 241077 227248 20044 1135 27182 22418 -25836 -36616 262467 214185 144864 138845 0 64890 76778 0 14578 97455 79073 307209 294696 -44742 -80511 1389117 1406919 182550 184397 1206567 1222522 FOR LEADERS IN BUSINESS AND EDUCATION TO ESTABLISH A LINK BETWEEN BUSINESS, HIGHER EDUCATION, AND THE PHOENIX UNION HIGH SCHOOL DISTRICT BY SUPPORTING AND ENRICHING THE EDUCATION OF STUDENTS THROUGH STUDENT SCHOLARSHIPS AND FINANCIAL SUPPORT TO TEACHERS, STAFF, AND ADMINISTRATORS. false false 188762 138845 1135 WE BEGAN OUR ANNUAL SPONSOR CAMPAIGN EARLIER AND WE ABLE TO SECURE BOTH NEW ANNUAL SPONSORS AND SPONSORS WHO MOVED UP A LEVEL IN THEIR GIVING. FOR OUR TWO MAIN FUNDRAISING EVENTS, WE ALSO MADE CHANGES TO SPONSORSHIP OPPORTUNITIES. IN THE PAST FOR OUR GALA DINNER, WE ONLY HAD TABLE SPONSORS. WHILE WE KEPT THE TABLE SPONSORS IN PLACE WHERE MANY OF THE ANNUAL SPONSORS CHOSE A TABLE AS ONE OF THEIR EVENT BENEFITS, WE ALSO ADDED THE FOLLOWING SPONSORSHIPS. CENTERPIECE, FAVORS, SILENT AUCTION, STUDENT PERFORMANCE, AV, BAR, PRINTING, MC, AND AUCTIONEER SPONSORSHIPS. THIS GAVE COMPANIES WHO WERE NOT ANNUAL SPONSORS AN OPPORTUNITY TO CONTRIBUTE THROUGH SPONSORSHIP AND HAVE THEIR NAMES IN THE PROGRAM AND SIGNAGE. IT INCREASED OUR SPONSORSHIPS FOR THAT EVENT BY 10,000. 188762 true true false false false false false false false true false false false false false false false false false false false false false false true false false true true false false false false false false false false false false false false false false false false false false true 0 0 2 true false false false false false true true false false false false false false X 14 14 false false false false false false false true true false false true true true true true true true false false X Stellar ProAdvisors LLC 6026800046 9820 N Central Ave Ste 218 Phoenix AZ 85020 LAURA TAYLOR EXECUTIVE DIRECTOR 040.00 X 62100 0 0 APRIL COLEMAN PRESIDENT 005.00 X X 0 0 0 DANIEL LEIS TREASURER 003.00 X X 0 0 0 ADRIAN DE ALBA VICE-PRESIDENT SECRETARY 003.00 X X 0 0 0 ANDY FILLION DIRECTOR 001.00 X 0 0 0 ATKIMS MARTINEZ DIRECTOR 001.00 X 0 0 0 CINDY QUINTERO DIRECTOR 001.00 X 0 0 0 JOSE PATINO DIRECTOR 001.00 X 0 0 0 JOHN DOHERTY DIRECTOR 001.00 X 0 0 0 LAUREN ARNDT DIRECTOR 001.00 X 0 0 0 LETICIA AVALOS DIRECTOR 001.00 X 0 0 0 RICHARD FRANCO DIRECTOR 001.00 X 0 0 0 STACEY FLORES DIRECTOR 001.00 X 0 0 0 TINO HERNANDEZ DIRECTOR 003.00 X 0 0 0 ZACK MUNOZ DIRECTOR 001.00 X 0 0 0 62100 false false false 1074 133340 14725 78109 13967 227248 HALL OF FAME EVENT 900099 1135 1135 1135 18215 18215 4203 4203 4203 4203 63960 133340 101525 -37565 -37565 6639 5690 949 949 214185 1135 -14198 17646 17646 121199 121199 0 0 64733 19420 38840 6473 0 6005 1802 3603 600 0 0 6040 1812 3624 604 0 0 13366 13366 0 11975 11975 4718 1415 2831 472 424 212 212 4347 1351 862 2134 18872 3599 11674 3599 0 4200 1260 2520 420 0 0 15580 15580 0 0 0 2318 193 2061 64 AWARDS EXPENSE 3273 3273 0 294696 188762 91356 14578 131091 130051 60451 60602 5190 500 8945 5972 1183440 1209794 1389117 1406919 4950 1097 177600 183300 182550 184397 X 1099283 1104788 107284 117734 1206567 1222522 1389117 1406919 X -80511 94112 2354 X false false false X 254477 226429 154054 241077 227248 1103285 254477 226429 154054 241077 227248 1103285 167958 935327 19884 17564 17140 16192 18215 88995 1192280 64629 0.78450 0.79890 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1028517 37360 81135 62816 875 517 1082804 915514 155008 78525 106123 11359 3048 1028517 864296 139873 -58037 19750 10868 915514 727995 196033 53900 5832 864296 648559 94800 -9765 5599 727995 0.90000 0.10000 false false Financial derivatives and other financial products Closely-held equity interests Federal income taxes V 4 THE LARGEST PORTION OF THESE ARE FUNDS THE ORGANIZATION HOLDS AND MANAGES FOR SEVERAL NAMED SCHOLARSHIPS THAT ARE AWARDED EACH SCHOOL YEAR BASED ON THE CRITERIA SET BY THE DONORS IN ITS DONOR RESTRICTED FUNDS. THE REMAINDER ARE DONOR-CONTROLLED FUNDS FOR ALUMNI ENGAGEMENT AND EMERGENCY CRISIS. IN ADDITION TO THE DONOR RESTRICTED FUNDS, THE ORGANIZATION HAS BOARD DESIGNATED NET ASSETS WHICH ARE SPLIT 862,369 ENDOWMENT AND 100,000 FOR FOUNDATION SUSTAINABILITY. THE BOARD REVIEWS ITS DESIGNATED FUNDS ANNUALLY AND CAN MODIFY THE RESTRICTED PURPOSES FOR THESE FUNDS AT WILL. Golf Events 95461 66898 28563 900 2427 36758 6894 4496 Gala 101839 66442 35397 22617 2565 2165 22703 197300 133340 63960 900 2427 59375 9459 2165 27199 101525 -37565 true Phoenix Public Library Foundation PO Box 3735 Phoenix AZ 85030 860835463 501c3 15000 Funding assistance for College Depot Other under reporting threshold 501c3 2646 2 Scholarships and Mini Grants 55 121199 FMV School supplies, tools, equipment Part I Line 2 THE FOUNDATION MAKES SCHOLARSHIP DISBURSEMENTS DIRECTLY TO THE AWARDEES DESIGNATED COLLEGE OR UNIVERSITY. GRANTS TO THE SCHOOL FOR PROGRAMS ARE USED IMMEDIATELY FOR THEIR PROGRAMS AND AWARDS. NONPROFITS REQUESTS FUNDS FOR PROGRAMS WHICH IS REVIEWED AND APPROVED BY THE BOARD. THE NONPROFITS PROVIDE STATUS UPDATES ON FUNDS USED. Part III Line 1 THE MINI-GRANT APPLICATION CYCLE OCCURS TWICE A YEAR, ONCE A SEMESTER. THE FIRST APPLICATION OPENS AT THE BEGINNING OF AUGUST, CLOSES AT THE BEGINNING OF OCTOBER, AND ANNOUNCING RECIPIENTS IN NOVEMBER FOR FUNDING FOR PROJECTS THAT BEGIN WITH THE SPRING SEMESTER. THE SECOND CYCLE ACCEPTS APPLICATIONS FROM JANUARY THROUGH MID-MARCH, ANNOUNCING IN APRIL FOR THE NEXT FALL SEMESTER. THE APPLICATION AND DIRECTIONS ARE POSTED ON OUR WEBSITE. THE APPLICATION IS A GOOGLE FORM. AS AN APPLICATION COMES IN, AN INDIVIDUAL NOT ASSOCIATED WITH THE REVIEW PROCESS BLACKS OUT THE NAME ON THE APPLICATION, THE SCHOOL, PHONE NUMBER AND EMAIL, ANY MENTION OF THE SCHOOL, CLASS, OR RELATED FACULTY THROUGHOUT THE APPLICATION, AND THE SCHOOL REPRESENTATIVE SIGNATURE. ONCE THE DEADLINE HAS OCCURRED, ALL THE APPLICATIONS ARE COMBINED IN A DOCUMENT FOR REVIEW. THE REVIEW COMMITTEE, MADE UP OF PXU STAFF AND PUFE VOLUNTEERS, UTILIZE A GRADING RUBRIC AND SCORE EACH MINI-GRANT APPLICATION INDIVIDUALLY. THE RUBRICS ARE SENT IN AND COMPILED. THE COMMITTEE MEETS AND REVIEWS ALL THE RUBRICS AND DETERMINES AWARD RECIPIENTS. THOSE NOT CHOSEN ARE NOTIFIED AND CAN OBTAIN FEEDBACK UPON REQUEST. EACH RECIPIENT IS NOTIFIED. THE EXECUTIVE DIRECTOR MAKES THE APPROVED SUPPLY LIST, ENTRY FEE, ETC. PURCHASES FOR EACH MINI-GRANT RECIPIENT WITH ITEMS DELIVERED TO THE SCHOOLS. FOLLOW-UP REPORTS ARE REQUIRED WHEN THE PROGRAM OR PROJECT ENDS ALONG WITH PICTURES OF THE PROGRAM, PROJECT, FIELD TRIP, ETC. IN ACTION. Form 990, Part VI, Section 4, Line 11b THE TREASURER REVIEWS THE 990 BY COMPARING THE FINANCIAL INFORMATION AS REPORTED TO THE ORGANIZATIONS FINANCIAL RECORDS AS WELL AS REVIEWING THE VARIOUS CHECKLISTS AND SCHEDULES. THE REVIEWED RETURN IS THE PROVIDED TO THE FULL BOARD FOR THEIR REVIEW AND DISCUSSION PRIOR TO FILING. 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. Form 990, Part XI, Section C, Line 19 THE ORGANIZATION WILL PROVIDE, IN A TIMELY MANNER, FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS INCLUDING ITS CONFLICT OF INTEREST POLICY WHEN REQUESTED IN WRITING OR IN PERSON. Form 990, Part XI, Section A, Line 9 RETURNED SCHOLARSHIP FUNDS AWARDED IN PRIOR YEARS - STUDENTS WERE NO LONGER ELIGIBLE FOR THE FUNDS DUE TO LEAVING COLLEGE OR GRADUATING EARLY.