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AESOP INC

SCOTTSDALE, AZ · EIN 464095004 · Form 990 · FY2021 · NTEE B82 · Education · Medium ($1M-$10M) · aesopkids.org
revenue
$4.8M
expenses
$3.0M
net assets
$4.3M
employees
0
program ratio
93%
mission · from form 990

ARIZONA STUDENT TUITION ORGANIZATIONS, AS PROVIDED FOR BY AZ STATE LAW, PROVIDE SCHOLARSHIPS TO PRIVATE K-12 EDUCATIONAL OPPORTUNITIES WITHIN THE STATE OF ARIZONA ON THE BASIS OF MERIT AND NEED.

profile · synthesized from sources

AESOP (Arizona Education & Scholarship Opportunity Program) is a School Tuition Organization (STO) that provides scholarships to K-12 students in Arizona. The organization facilitates tax credit donations from individuals and corporations to fund these scholarships, aiming to expand educational opportunities for students, particularly those from low-income households.

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. #1 primary $139K
    AESOP'S SECONDARY PROGRAM SERVICE IS TO MAKE GRANTS TO QUALIFYING ORGANIZATIONS THAT PROVIDE SCHOLARSHIPS TO ARIZONA STUDENTS.
named programs · 2 · from sources

what they call their work

Corporate Low Income Scholarship Program (A.R.S. §43-1501)
Provides scholarships to students, with a focus on those with household incomes below 185% of the federal poverty line, funded by corporate tax credit donations.
Individual Original/Switcher Scholarship Programs (A.R.S. §43-1601)
Provides scholarships to students, funded by individual tax credit donations, including "Original" and "Switcher" categories.
activities · 3 clusters

what they do

  • Arizona Tax Credit Scholarship Facilitation 3 activities
    • Scholarship Funding and Administration
      Administers and funds scholarships for K-12 students in Arizona through the state's Income Tax Credit Program, including Corporate Low Income, Individual Original/Switcher Original, and Switcher scholarships, with specific allocations based on household income levels.
    • Scholarship Funding and Administration
      Administers and funds scholarships for students across Arizona through the state's Income Tax Credit Program, including Corporate Low Income, Individual Original/Switcher Original, and Switcher scholarships, with specific allocations based on household income levels.
    • Supports partner private schools with operations and materials
      Provides operational support and resources such as scholarship application forms and donation brochures to qualified private schools in Arizona that meet state-defined criteria.
  • Income-Based Private School Scholarships 1 activity
    • Administers scholarship programs for students in Arizona
      Provides and awards multiple types of scholarships to students across Arizona, including Corporate Low Income, STO, Individual Original/Switcher Original, and Switcher scholarships, with funding distributed based on household income levels relative to the federal poverty line.
  • Uncategorized 2 activities
    • Partner School Support
      Provides support to qualified private schools in Arizona on the tax credit program, organizational operations, and supplies forms such as scholarship applications and donation brochures.
    • Partner School Support
      Provides support to qualified private schools in Arizona on the tax credit program and organizational operations, including providing necessary forms like scholarship applications and donation brochures.
financials · form 990 · fy2021

the money

revenue
Total revenue$4.76M
Contributions & grants$4.74M100%
Program service revenue$00%
Investment income$16K0%
Other revenue$0
expenses
Total expenses$2.96M
Program expenses93%
Admin / overhead5%
Fundraising2%
Salaries & benefits$155K
Grants paid out$2.59M
Largest expense lineCompensation
balance sheet
Total assets$4.27M
Cash$4.09M
Investments$178K
Liabilities$0
Net assets$4.27M
Liquid reserves17.3 mo
3 years on record · 2019–2021 · YoY revenue +55.7%
leadership · form 990 part vii · fy2021

who runs it

paid leadership · 1
NameTitleHours/wkCompensation
MICHAEL T DAY EXECUTIVE DI 40 $155K
board members · 2
  • DOUG FOUGNIES — BOARD MEMBER
  • LARRY DAY — BOARD MEMBER
relationships · 4

who they work with

  • Arizona Government — Certified School Tuition Organization under Arizona's Income Tax Credit Program
  • Partner School Partner — Schools that participate in AESOP's tax credit scholarship program
  • State of Arizona Government — Operates within Arizona's Private School Tuition Tax Credit Law framework and adheres to state definitions for qualified schools and kindergarten eligibility.
  • schools Partner — AESOP partners with schools to help them access tuition tax credit programs.