Educational Institutions

ARIZONA PRIVATE EDUCATION SCHOLARSHIP FUND INC

Take the Credit for Private Education

aka APESF

Scottsdale, AZ

Mission

Our primary objective is to provide financial support to families who desire to make a choice in their educational provider. We utilize re-directed state tax dollars and general donations to fulfill this mission. Our decisions to award scholarships take into careful consideration (1) the financial need of the family, (2) the individual merit of each student/applicant, (3) the ongoing sustainability of the student's private education through our awards and (4) recommendations from community members. The ongoing partnerships with our donors, schools and students are the foundation of our mission to serve Arizona families who desire to provide effective and sustainable solutions for their children's education.

Ruling Year

1999

Founder & Executive Director

Mr. Mark Moerkerke

Main Address

6909 E Greenway Pkwy Ste 240

Scottsdale, AZ 85254 USA

Keywords

Arizona, scholarship, private education, school choice, tax credit

EIN

86-0958161

 Number

0359884926

Cause Area (NTEE Code)

Scholarships, Student Financial Aid, Awards (B82)

IRS Filing Requirement

This organization is required to file an IRS Form 990 or 990-EZ.

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Programs + Results

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Our programs

What are the organization's current programs, how do they measure success, and who do the programs serve?

SOURCE: Self-reported by organization

Tax Credit Program

SEED Grant Program

Where we workNew!

Charting Impact

Five powerful questions that require reflection about what really matters - results.

SOURCE: Self-reported by organization

What is the organization aiming to accomplish?

What are the organization's key strategies for making this happen?

What are the organization's capabilities for doing this?

How will they know if they are making progress?

What have and haven't they accomplished so far?

APESF aims (1) to efficiently steward donors' tax-credit dollars to students in qualified private schools in the form of tuition scholarships, (2) to make a difference in the lives of children, some of whose needs cannot be met in the public school system and (3) to support school choice statewide.

- Educate donors about the program(s)
- Employ an exclusive application process that provides income information, detailed family circumstance information and student information; the combination of the three categories of information enables fair evaluation of each application to determine if an award is made and for how much
- Work closely with school partners to administer funds appropriately
- Develop relationships with partner families

- Highly experienced team of staff that possesses a wide range of varying strengths
- Database system that includes and maintains all donor and applicant information
- Board members with a long and rich heritage in the state of Arizona as visionaries, leaders and significant supporters of private education
- Other technical, financial and administrative resources that enable day-to-day operations
- Clear marketing materials to communicate organization's message

- If we meet the guidelines set forward by the state
- If we receive positive feedback from donors, families and schools
- If we increase the amount of revenue brought in each year
- If we continue to grow the number of people served

Accomplishments:
- APESF is certified by the Arizona Department of Revenue as a School Tuition Organization and is recognized by the IRS as a 501(c)(3) tax-exempt organization established in 1998.
- APESF allocates at least 90 percent of its annual revenue to educational scholarships and makes its scholarships available to students of more than one qualified school.
- APESF is governed by a highly qualified Board of Directors who have been significant supporters of private education in Arizona for many years.
- APESF increases its revenue annually, raising a record $4,647,979 last fiscal year.

In progress:
- APESF is building a corporate donor base that will provide more scholarship funding for low-income and disabled-displaced students.

External Reviews

Financials

ARIZONA PRIVATE EDUCATION SCHOLARSHIP FUND INC

Fiscal year: Jul 01 - Jun 30

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  • Address, phone, website and contact information
  • Forms 990 for 2017, 2016 and 2015
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Operations

The people, governance practices, and partners that make the organization tick.

Need more info?

FREE: Gain immediate access to the following:

  • Address, phone, website and contact information
  • Forms 990 for 2017, 2016 and 2015
A Pro report is also available for this organization for $125.
Click here to see what's included.

Board Leadership Practices

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section, which enables organizations and donors to transparently share information about essential board leadership practices.

SOURCE: Self-reported by organization

BOARD ORIENTATION & EDUCATION

Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations?

Not Applicable

CEO OVERSIGHT

Has the board conducted a formal, written assessment of the chief executive within the past year?

Not Applicable

ETHICS & TRANSPARENCY

Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year?

Not Applicable

BOARD COMPOSITION

Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership?

Not Applicable

BOARD PERFORMANCE

Has the board conducted a formal, written self-assessment of its performance within the past three years?

Not Applicable

Organizational Demographics

In order to support nonprofits and gain valuable insight for the sector, GuideStar worked with D5—a five-year initiative to advance diversity, equity, and inclusion in philanthropy—in creating a questionnaire. This section is a voluntary questionnaire that empowers organizations to share information on the demographics of who works in and leads organizations. To protect the identity of individuals, we do not display sexual orientation or disability information for organizations with fewer than 15 staff. Any values displayed in this section are percentages of the total number of individuals in each category (e.g. 20% of all Board members for X organization are female).

SOURCE: Self-reported by organization

Gender

Sexual Orientation

We do not display sexual orientation information for organizations with fewer than 15 staff.

Disability

We do not display disability information for organizations with fewer than 15 staff.

Diversity Strategies

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We track retention of staff, board, and volunteers across demographic categories
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We track income levels of staff, senior staff, and board across demographic categories
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We track the age of staff, senior staff, and board
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We track the diversity of vendors (e.g., consultants, professional service firms)
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We have a diversity committee in place
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We have a diversity manager in place
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We have a diversity plan
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We use other methods to support diversity