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ARIZONA TUITION ORGANIZATION INC

PRESCOTT, AZ · EIN 200575040 · Form 990 · FY2020 · NTEE B82 · Education · Medium ($1M-$10M) · www.azto.org
revenue
$3.5M
expenses
$2.9M
net assets
$2.3M
employees
4
volunteers
3
program ratio
95%
mission · from form 990

ARIZONA TUITION ORGANIZATION, INC. (AZTO) WAS ESTABLISHED TO FACILITATE THE ARIZONA PRIVATE SCHOOL TUITION TAX CREDIT. AZTO ACCEPTS CONTRIBUTIONS FROM ARIZONA INCOME TAX PAYERS FOR THE BENEFIT OF CHILDREN ATTENDING PARTICIPATING SCHOOLS. DONORS MAY THEN BE ELIGIBLE TO CLAIM A TAX CREDIT THAT REDUCES, DOLLAR FOR DOLLAR, ANY INCOME TAX OWED TO THE STATE OF ARIZONA. AZTO IS A SCHOOL TUITION ORGANIZATION THAT FOCUSES ON ONLY A FEW PRIVATE SCHOOLS, TO PROVIDE QUALITY PERSONAL SERVICE TO PARTNERING SCHOOLS, STUDENTS, AND FAMILIES.

profile · synthesized from sources

Arizona Tuition Organization (AZTO) is a state-certified School Tuition Organization that facilitates Arizona's Private School Tuition Tax Credit Program. It enables taxpayers to receive tax credits for donations, which AZTO then uses to provide tuition awards to K-12 students attending its partner Christian schools in Arizona. The organization aims to make Christian education affordable and accessible.

named programs · 4 · from sources

what they call their work

Family Landing Page
A custom designed webpage for students to promote the tax credit program to their network of family and friends to encourage donations.
Low-Income Corporate Credit Program
Provides tuition assistance to K-12 students who meet state-defined low-income thresholds and other eligibility criteria, funded by corporate donations that receive a corporate tax credit.
Original Tax Credit Program
Provides tuition assistance to K-12 students attending AZTO's partner Christian schools, funded by individual taxpayer donations.
PLUS (Private Learning Uplifting Students)/Overflow Tax Credit Program
Provides additional tuition assistance to K-12 students who meet specific eligibility criteria (e.g., prior recipients, kindergarteners, public/charter school switchers, homeschoolers, out-of-state transfers, military dependents, or exiting ESA students), funded by individual taxpayer donations.
activities · 3 clusters

what they do

  • Parent Communication & Tuition Program Outreach 3 activities
    • Provide program information workshops
      Offers recorded Zoom workshops and short presentations for parents and new Kindergarten and Transfer Students starting Christian Education to provide information about the tuition assistance program.
    • Provide program information workshops
      Offers a recorded Zoom workshop for parents and a short presentation for new Kindergarten and Transfer Students starting Christian Education to provide information about the tuition assistance program.
    • Providing program information workshops
      Offers a recorded Zoom workshop for parents and a short presentation for new Kindergarten and Transfer Students starting Christian Education to provide information about their tuition assistance program.
  • Arizona Tax Credit Scholarship Facilitation 3 activities
    • Provide tuition assistance to students
      Issues tuition awards to eligible students attending participating Christian schools in Arizona through an annual online application process. Awards are distributed across multiple cycles throughout the school year, utilizing Individual Credits (Original and PLUS) and Low-Income Corporate Credit, with over $40 million issued to date.
    • Provide tuition assistance to students
      Issues tuition awards to eligible students attending participating Christian schools in Arizona, utilizing Individual Credits (Original and PLUS) and Low-Income Corporate Credit. The organization has issued over $40 million in tuition awards and offers multiple award cycles throughout the school year, including a special May distribution for schools requiring early tuition payments.
    • Providing tuition assistance to students
      Issues tuition awards to eligible students attending participating Christian schools in Arizona, utilizing Individual Credits (Original and PLUS) and Low-Income Corporate Credit. The organization has issued over $40 million in tuition awards and offers multiple award cycles throughout the school year, including a special May distribution for schools requiring early tuition payments.
  • Private School Partnership Programs 1 activity
    • Partnering with Christian schools
      Partners with seven Christian Schools in Arizona to facilitate tuition assistance programs.
financials · form 990 · fy2020

the money

revenue
Total revenue$3.49M
Contributions & grants$3.49M100%
Program service revenue$00%
Investment income$1360%
Other revenue$0
expenses
Total expenses$2.94M
Program expenses95%
Admin / overhead4%
Fundraising2%
Salaries & benefits$137K
Grants paid out$2.67M
Largest expense lineCompensation
balance sheet
Total assets$2.27M
Cash$2.26M
Investments$0
Liabilities$3K
Net assets$2.27M
Liquid reserves9.3 mo
1 years on record · 2020–2020
leadership · form 990 part vii · fy2020

who runs it

paid leadership · 2
NameTitleHours/wkCompensation
LARA ROEHR EXECUTIVE DIRECTOR 40 $94K
BRETT ROEHR PRESIDENT 30 $19K
board members · 3
  • MATTHEW DAVIDSON — VICE CHAIR
  • MICHAEL TRUEBLOOD — DIRECTOR
  • THOMAS HARTZLER — SECRETARY/TREASURER
relationships · 8

who they work with

  • Arizona Department of Education Government — Students receiving ESA funding from the Arizona Department of Education are not eligible for AZTO awards during the same school year.
  • Arizona Department of Education Government — Students receiving ESA funding from the Arizona Department of Education are not eligible for tuition tax credit awards during the same school year.
  • Arizona Department of Revenue Government — ADOR opens the approval process for the corporate tax credit program, pre-approves corporate donation requests, monitors the annual aggregate cap, and discloses approval status to AZTO.
  • Arizona Department of Revenue Government — Defines the parameters for low-income eligibility for the Low-Income Corporate Program.
  • Arizona Department of Revenue Government — Provides Arizona tax forms 301, 323, 348, and 335, which are used for claiming tuition tax credits.
  • Christian School Partner — Students attend participating Christian Schools to be eligible for AZTO's program.
  • Northwest Christian School Partner — Brett Roehr, AZTO's President, served on the finance board of this school in 2003.
  • Northwest Christian School (NCS) Partner — Provides tuition assistance options to students of Northwest Christian School.