irs program accomplishments · form 990 part iii · fy2021
what they reported doing
Program narrative the organization filed with the IRS. Ordered by program spending.
- #1 primary $25KTHE AEF A+ SCHOOL OF EXCELLENCE PROGRAM IS A COMPREHENSIVE SCHOOL RECOGNITION PROGRAM THAT BEGAN 39 YEARS AGO. THROUGH THE PROGRAM, AEF IDENTIFIES, RECOGNIZES AND REWARDS PRE-KINDERGARTEN THROUGH 12TH GRADE PUBLIC SCHOOLS THROUGHOUT ARIZONA THAT DEMONSTRATE EXCELLENCE IN EVERY ASPECT OF EDUCATION: STUDENT FOCUS AND SUPPORT; SCHOOL ORGANIZATION AND CULTURE; CHALLENGING AND VIABLE CURRICULUM; ACTIVE TEACHING AND LEARNING; PROFESSIONAL COMMUNITY; LEADERSHIP; COMMUNITY PARTNERSHIPS; AND ASSESSMENT. PRE-KINDERGARTEN THROUGH 12TH GRADE PUBLIC SCHOOLS IN ARIZONA THAT HAVE BEEN IN OPERATION FOR SIX OR MORE YEARS AND RECEIVED A GRADE OF "A- OR "B" FROM THE ARIZONA DEPARTMENT OF EDUCATION ARE ELIGIBLE TO APPLY FOR THIS PRESTIGIOUS, WELL-KNOWN, AND COVETED AWARD. THE PROCESS NECESSITATES THAT THE SCHOOL COMPLETE AND SUBMIT A 35-TO-40-PAGE DETAILED APPLICATION, WHICH IS READ, REVIEWED AND EVALUATED BY A PANEL OF LEADERS FROM THE EDUCATION AND BUSINESS COMMUNITIES. SCHOOLS WHOSE WRITTEN APPLICATIONS QUALIFY FOR IT RECEIVE A DAY-AND-A-HALF-LONG SITE VISIT FROM MEMBERS OF A REVIEW COMMITTEE TO DETERMINE IF THE AWARD IS WARRANTED. THE A+ SCHOOL OF EXCELLENCE DESIGNATION IS VALID FOR FOUR YEARS, AFTER WHICH TIME A SCHOOL MUST RE-APPLY. AEF CONDUCTS INFORMATIONAL MEETINGS ACROSS ARIZONA EACH FALL TO INTRODUCE SCHOOLS TO AND ACQUAINT THEM WITH THE PROGRAM, GIVE INSIGHT ON WRITING A SUCCESSFUL APPLICATION, AND ENCOURAGE SCHOOLS TO APPLY FOR THE AWARD. IN THE PAST FIVE YEARS, 337 SCHOOLS FROM THROUGHOUT THE STATE HAVE APPLIED FOR CONSIDERATION OF THE A+ SCHOOL OF EXCELLENCE AWARD. SCHOOLS USE THE COVETED A+ SCHOOL DISTINCTION AS A RECRUITING TOOL FOR NEW STUDENTS AND CIVIC LEADERS USE IT AS A WAY TO LURE INDUSTRY TO LOCAL COMMUNITIES. SINCE 1991, 651 SCHOOLS RANGING FROM URBAN AND SUBURBAN SCHOOLS TO RURAL AND SMALLER COMMUNITY SCHOOLS TO A SCHOOL LOCATED ON THE NAVAJO RESERVATION HAVE EARNED THE DESIGNATION. THE A+ SCHOOL OF EXCELLENCE PROGRAM PROVIDES AN OBJECTIVE, COMPREHENSIVE, AUTHENTIC ASSESSMENT OF APPLICANT SCHOOLS. AWARDED SCHOOL LEADERS PROFESS THAT EARNING THE AWARD ENABLES SCHOOLS TO COLLABORATE WITH THE COMMUNITY THEY SERVE IN ORDER TO ARTICULATE, ANALYZE, EVALUATE, MODIFY AND IMPROVE EVERY ASPECT RELATED TO THE EDUCATION AND CARE OF THEIR STUDENTS. THE PROCESS SERVES AS A SCHOOL IMPROVEMENT PLAN AND A NEEDS ASSESSMENT TOOL. THE COVETED AWARD VALIDATES A SCHOOL'S EFFECTIVENESS, UNIFIES THE COMMUNITY, BRINGS POSITIVE PUBLIC ATTENTION TO SUCCESSES IN PUBLIC EDUCATION, AND INSTILLS A SENSE OF PRIDE IN PUBLIC SCHOOLS AND SCHOOL DISTRICTS. AWARDED SCHOOLS ENCOURAGE FELLOW EDUCATORS, PARENTS AND BUSINESSES TO VISIT THEIR SCHOOLS; THEY SERVE AS MODELS OF EXEMPLARY EDUCATIONAL PRACTICES. A+ SCHOOL OF EXCELLENCE PRINCIPALS HAVE THE OPPORTUNITY TO BECOME MENTORS AND COACHES TO EMERGING SCHOOL LEADERS THROUGH AEF'S PRINCIPALS' LEADERSHIP ACADEMY (SEE DESCRIPTION BELOW).
- #2 $23KTHE AEF ARIZONA STATE SPELLING BEE IS ADMINISTERED BY AEF TO DETERMINE ARIZONA'S REPRESENTATIVE IN THE ANNUAL SCRIPPS NATIONAL SPELLING BEE IN WASHINGTON D.C. SPELLING BEES GIVE STUDENTS FROM PUBLIC, PRIVATE, CHARTER AND HOME SCHOOLS AN OPPORTUNITY TO UTILIZE THEIR SPELLING AND PHONETIC SKILLS IN A COMPETITIVE ENVIRONMENT AND A CHANCE TO PARTICIPATE IN HIGHER LEVEL BEES. SPELLING BEES GIVE STUDENTS WHO MIGHT NOT EXCEL IN MORE TRADITIONAL COMPETITIVE ENVIRONMENTS SUCH AS SPORTS AN OPPORTUNITY TO SHINE. CLOSE TO 300,000 STUDENTS STATEWIDE IN GRADES KINDERGARTEN THROUGH EIGHT COMPETE IN CLASSROOM, SCHOOL, DISTRICT, AND COUNTY BEES TO QUALIFY AS ONE OF 27 FINALISTS IN THE STATE BEE. AEF WORKS YEAR-ROUND WITH SCHOOL, DISTRICT, REGIONAL AND COUNTY COORDINATORS ACROSS ARIZONA TO ENSURE CONSISTENCY AND FAIRNESS IN DETERMINING WHICH 27 SPELLERS WILL VIE FOR THE TITLE OF ARIZONA STATE SPELLING BEE CHAMPION. THE WINNER AND CHAPERONE RECEIVE AN ALL-EXPENSES PAID TRIP TO WASHINGTON D.C., SO ARIZONA'S CHAMPION CAN COMPETE IN THE SCRIPPS NATIONAL SPELLING BEE IN LATE SPRING.
named programs · 12 · from sources
what they call their work
A+ School of Excellence
Recognizes public schools that demonstrate excellence in every facet of school success, providing a framework for exemplary school self-assessment.
AEF Academy
Provides educators, administrators, parents, and partners with a variety of topics impacting teaching, learning, and support for public education.
Arizona Spelling Bee
A competition that brings together Arizona’s top young spellers, with the champion representing the state in the Scripps National Spelling Bee.
Arizona Teacher of the Year
Honors outstanding educators who inspire students and contribute to communities, serving as Arizona’s candidate for National Teacher of the Year.
Carolyn Warner Legacy Award
Celebrates the enduring impact of educators, honoring a former AEF Teacher of the Year honoree who continues to champion public education.
Everyone’s Story Includes a Teacher
A campaign that honors the impact of teachers on every individual’s story.
Legislative School Tour
Gives state legislators a firsthand understanding of public schools and brings civics to life for students.
Principals Leadership Academy
Offers new and aspiring principals mentorship and training to lead Arizona schools with vision and expertise.
Spheres of Industry
Provides workforce skills-training for teachers and externships, aligning local portraits of a graduate to workforce needs.
Teacher Pipeline Project
Provides emerging educators with workforce skills training in Early Childhood, Literacy, SPED, AI and more.
Workforce Development
A four-pronged approach to prepare Arizona students for life after school, including state-level strategy, teacher training, K-8 student programs, and partnerships.
teachSTEM
Inspires students to pursue STEM careers and teaching, working to address Arizona’s critical STEM teacher shortage, and provides critical STEM and AI training for educators and administrators.
activities · 5 clusters
what they do
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Curriculum-Specific Teacher Training 6 activities
- AEF Academy and Professional TrainingOffers training and development programs for educators, administrators, and community members through AEF Academy and targeted initiatives; provided over 9,440 training hours in 2024 and has trained over 2,430 teachers and 1,740 principals to date.
- Educator Training and Professional DevelopmentProvides over 9,440 training hours in 2024 to PreK-12 educators, administrators, and community members on topics impacting teaching, learning, and public education support, including critical STEM and AI training for educators and administrators through "teachSTEM."
- Principals Leadership AcademyProvides mentorship and training to new and aspiring principals, with over 250 new administrators having graduated from the academy and over 1,740 principals trained to date.
- Workforce Skills Training and Externships for TeachersProvides workforce skills training and externships for teachers through "Spheres of Industry," and offers career-connected lesson plans for 6-8 classrooms across subject areas through "teachSTEM Explorers."
- Workforce Skills and Teacher Pipeline ProgramsProvides workforce skills training and externships for teachers through "Spheres of Industry" and prepares emerging educators in areas like Early Childhood, Literacy, SPED, and AI via the "Teacher Pipeline Project."
- teachSTEM ProgramProvides career-connected lesson plans for grades 6–8 through "teachSTEM Explorers" and offers STEM and AI training for educators and administrators, including guidance on AI in K-12 education; over 5,000 students have participated to date.
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Educator and Professional Recognition Awards 3 activities
- Arizona Teacher of the Year ProgramAnnually honors 15 outstanding teachers, selecting one as the Arizona Teacher of the Year and Arizona's official candidate for National Teacher of the Year, and provides a prize package to 10 finalists.
- Arizona Teacher of the Year ProgramAnnually honors 15 outstanding teachers, selects one as Arizona Teacher of the Year, and provides a prize package to 10 finalists to recognize exemplary work and support teacher retention. The selected teacher represents Arizona in the National Teacher of the Year competition.
- Recognizing A+ Schools of ExcellenceIdentifies and recognizes educational excellence in over 500 public schools throughout Arizona, impacting over 33,707 students in recognized schools.
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Career Exploration & Pathway Advocacy 3 activities
- Education Advocacy and Policy SupportEngages in advocacy by reviewing state education standards and supporting strategic initiatives such as Arizona’s 3-Year Plan to Grow Middle-School Career Exploration.
- Research and Standards DevelopmentConducts and publishes research to inform education policy and practice, including the Arizona Career Literacy Standards and Generative Artificial Intelligence in K-12 Education Guidance, developed in partnership with the Arizona Department of Education and Northern Arizona University.
- Review and Advocacy for State StandardsReviews state standards, including Healthcare Career Exploration standards for grades 6-8 and eCTE Digital Arts, Media, and Entertainment Careers, and assists with projects like Arizona’s 3-Year Plan to Grow Middle-School Career Exploration.
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Academic Competitions for Youth 2 activities
- Arizona Spelling BeeOrganizes the Arizona Spelling Bee, engaging 550,000 students in 2024, with the winner representing the state in the Scripps National Spelling Bee.
- Arizona Spelling BeeOrganizes an annual spelling competition for Arizona's top young spellers, engaging 550,000 students in 2024, with the winner representing the state at the Scripps National Spelling Bee.
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Uncategorized 5 activities
- A+ School of Excellence Recognition ProgramRecognizes public schools demonstrating excellence in various aspects of school success through a prestigious designation; over 500 schools have been recognized, serving 33,707 students in recognized schools.
- Educational Research and PublicationsPublishes educational guidance documents, including the Arizona Career Literacy Standards and the Generative Artificial Intelligence in K-12 Education Guidance for Arizona Schools and School Systems.
- Legislator School Visit ProgramOffers a program that provides state legislators with firsthand understanding of public school realities and teaches civics to students.
- Legislator-for-a-Day ProgramOperates a program that provides state legislators with firsthand experience of public school realities while simultaneously teaching civics to students.
- Teacher Pipeline ProjectProvides workforce skills training to emerging educators in areas such as Early Childhood, Literacy, SPED, and AI, and aims to inspire students to pursue STEM careers and teaching to address Arizona's STEM teacher shortage.
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financials · form 990 · fy2021
the money
revenue
Total revenue$901K
Contributions & grants$879K98%
Program service revenue$00%
Investment income$00%
Other revenue$22K
expenses
Total expenses$673K
Program expenses89%
Admin / overhead11%
Fundraising0%
Salaries & benefits$337K
Grants paid out$12K
Largest expense lineCompensation
balance sheet
Total assets$1.64M
Cash$598K
Investments$935K
Liabilities$91K
Net assets$1.55M
Liquid reserves27.3 mo
4 years on record · 2018–2021 · YoY revenue +68.9%
leadership · form 990 part vii · fy2021
who runs it
paid leadership · 1
| Name | Title | Hours/wk | Compensation |
|---|---|---|---|
| KIM GRAHAM | EXECUTIVE DI | 40 | $128K |
board members · 19
- BRIAN SCHULMAN — PAST-PRESIDE
- CHRISTI WARNER BEYER — DIRECTOR
- CHRISTINA UPAH — DIRECTOR
- COLLEEN SAUER — DIRECTOR
- DAVID WILLIAMS — DIRECTOR
- DEEA MCBRIDE — SECRETARY
- JENNIFER SANCHEZ — DIRECTOR
- JIM COLLETTI — DIRECTOR
- JODI CHESBRO — DIRECTOR
- JOSEPH GARCIA — DIRECTOR
- LEEZA BECERRA — DIRECTOR
- LINDY GAUDIANO — DIRECTOR
- MARJANEH GILPATRICK — VICE PRESIDE
- MATTHEW HESKETH — DIRECTOR
- MICHELLE BUGH-DOHERTY — DIRECTOR
- PAM ROGGEMAN — PRESIDENT
- RUDY NAVARRO — DIRECTOR
- STEPHEN JORDAN — TREASURER
- SUZANNE DURKIN-BIGHORN — DIRECTOR
relationships · 9
who they work with
- Arizona Department of Education Career and Technical Education department Partner — Partnered to publish the Arizona Career Literacy Standards.
- Arizona Institute for Education & the Economy Partner — Partnered to publish the Generative Artificial Intelligence in K-12 Education Guidance for Arizona Schools and School Systems.
- Desert Financial Funder — Presents the "Back To School Breakfast" signature event.
- Desert Financial Credit Union Partner — Presenting sponsor of the Arizona Teacher of the Year Awards Ceremony.
- Northern Arizona University Partner — The Arizona Institute for Education & the Economy is out of Northern Arizona University, with whom AEF partnered to publish AI guidance.
- PreK-12th grade educators Partner — Target participants in AEF's training programs.
- Scripps National Spelling Bee Partner — Arizona Spelling Bee champion represents the state in the Scripps National Spelling Bee.
- Scripps National Spelling Bee Partner — The champion of Arizona's state spelling bee represents the state in the Scripps National Spelling Bee.
- U.S. Department of Education Partner — The A+ School of Excellence program was originally designed to identify candidates for their National Blue Ribbon Schools Award.