PRIVATE SCHOOL TUITION ORGANIZATION INCOME TAX CREDITS IN ARIZONA: A SUMMARY OF ACTIVITY FY 2011 Arizona has three income tax credits for taxpayer donations to school tuition organizations (STOs). One credit is for donations by individuals 1 and the other two credits are for corporate donations.2 (The corporate donations can be claimed as a tax credit against corporate income tax or insurance premium tax.) Effective with Fiscal Year 2011 (July 1, 2010 through June 30, 2011), STOs report on a fiscal year basis after 13 years of calendar year reports. Therefore, the information contained here is a merging of calendar year and fiscal year data. CERTIFICATION Arizona law requires an STO to be certified by the Arizona Department of Revenue (ADOR) before it can begin collecting donations for tax credit purposes. The STO must be certified to collect donations from individuals and it must be certified to collect donations from corporations. For corporate donations, this certification was required to collect any donations from the effective date of the legislation requiring certification, which was July 29, 2010. However, for individual donations, certification was required from January 1, 2011 forward. Therefore, all previously-operating STOs were able to collect individual donations through the end of calendar year 2010 without certification. Appendix I lists all STOs which collected donations during Fiscal Year 2011 and their certification period. A total of 57 STOs operated in Fiscal Year 2011 and/or were certified to operate in Fiscal Year 2011. Thirteen STOs that were certified for individual donations did not seek corporate certification. Four STOs that were certified for corporate donations did not seek individual certification. Two STOs collected individual donations in the first half of Fiscal Year 2011 but decided to discontinue operation when the certification process began. TOTAL REVENUE Beginning in Fiscal Year 2011, STOs were required to report total revenues for the fiscal year in addition to total donations. Total revenues would include other income sources in addition to donations for purposes of the tax credit, like interest earned on donations, grants, employer matching funds when employees contribute, etc. STOs reported revenues of $811,833 in excess of tax-credit donations. Appendix II lists those 1 2 A.R.S. § 43-1089 A.R.S. §§ 43-1183 and 1184 or A.R.S. §§ 20-224.06 and 20-224.07 1 STOs with revenues in excess of tax-credit donations. (Revenue and donations shown are from all three credits.) Twenty-eight STOs reported that their revenue equaled their donations, meaning that they had no non-tax credit revenue; these STOs are not listed on Appendix II. TOTAL DONATIONS Donations to STOs since the beginning of the individual credit in 1998 through the end of Fiscal Year 2011 total $509.5 million. Individual donations have made up the majority of this amount, 89.4%, because of the longer period of time in which this credit has been available and because of a greater volume of donations. The following table shows total donations from each credit type. Time Period CY19983 CY1999 CY2000 CY20014 CY2002 CY2003 CY2004 CY20055 CY20066 CY2007 CY2008 CY2009 CY2010 2nd half of FY2011 TOTAL Individual Donations $1,815,798 13,781,341 17,701,284 24,897,444 26,512,683 29,445,596 31,846,494 42,196,206 51,012,326 54,304,968 55,260,728 50,879,153 43,183,500 12,818,799 $455,656,320 Low-Income Student Corporate Donations Disabled-Displaced Corporate Donations $7,260,800 14,258,000 9,122,121 7,285,284 11,123,657 $781,000 956,880 Total Donations $1,815,798 $13,781,341 $17,701,284 $24,897,444 $26,512,683 $29,445,596 $31,846,494 $42,196,206 $58,273,126 $68,562,968 $64,382,849 $58,945,437 $55,264,037 2,301,803 $51,351,665 770,000 $2,507,880 $15,890,602 $509,515,865 Of all donations from both corporate and individual donors since 1998, the Catholic Tuition Organization of the Diocese of Phoenix has collected the most at $112.2 million or 22% of all donations. The second largest recipient of donations has been the Arizona Christian School Tuition Organization at $96.1 million or 18.9% of all donations (although this organization only accepts individual donations). Appendix III shows every 3 Activity in 1998 was artificially low due to a court case challenging the constitutionality of the credit based on separation of church and state. The credit was determined to be constitutional. 4 The maximum donation for married filing joint filers increased to $625 from $500. 5 The maximum donation for married filing joint filers increased to $825 from $625. 6 The maximum donation for married filing joint filers increased to $1,000 from $825. 2 organization that has received donations, with the total received by credit type, since 1998. The STOs that are highlighted are no longer operational. TOTAL SCHOLARSHIPS Scholarships from STOs since the beginning of the individual credit in 1998 through the end of Fiscal Year 2011 total $444.3 million. Scholarships from individual donations have made up the majority of this amount, 92.3%, because of the longer period of time in which this revenue has been available and because of fewer restrictions on scholarships from individual donations than from corporate donations. The following table shows total scholarships from each credit type. Time Period CY1998 CY1999 CY2000 CY2001 CY2002 CY2003 CY2004 CY2005 CY2006 CY2007 CY2008 CY2009 CY2010 2nd half of FY2011 TOTAL Scholarships from Individual Donations $103,790 2,196,734 13,561,981 16,484,958 22,826,746 24,420,057 28,025,083 30,863,153 40,594,978 48,561,687 54,205,394 52,127,262 47,344,443 Scholarships from Low-Income Student Corporate Donations Scholarships from Disabled-Displaced Corporate Donations $49,380 4,597,823 7,615,639 7,849,824 9,260,066 $625,335 715,424 Total Scholarships $103,790 $2,196,734 $13,561,981 $16,484,958 $22,826,746 $24,420,057 $28,025,083 $30,863,153 $40,644,358 $53,159,510 $61,821,033 $60,602,421 $57,319,933 28,796,410 $410,112,676 3,379,685 $32,752,417 68,512 $1,409,271 $32,244,607 $444,274,365 As with donations, the Catholic Tuition Organization of the Diocese of Phoenix has paid the most in scholarships since 1998 at $99.4 million, or 22.4% of all scholarships. The STO paying out the second largest amount in scholarships is the Arizona Christian School Tuition Organization at $88.7 million or 20% of all scholarships. Appendix IV shows every organization that has paid scholarships, with the total paid by credit type, since 1998. The STOs that are highlighted are no longer operational. SALARIES PAID STOs are required by statute to report the names, job titles and salaries of the three highest-paid employees. The 55 STOs that were certified in Fiscal Year 2011 reported this information. Out of these 55 STOs, 37 (67.3%) were staffed by volunteers. Arizona Private Education Scholarship Fund did not have any employees; however, they did 3 contract with another organization to provide staff. Appendix V lists the 18 STOs that reported salaries. AUDIT OR REVIEW PROCESS STOs certified in Fiscal Year 2011 have reported using 30 CPA firms. (Four STOs did not need an audit or review because they did not receive donations in Fiscal Year 2011. One STO, Just Friends of Education, has failed to provide letters of engagement at this point.) Those CPAs are listed in Appendix VI. Estimates of the cost of the audit or review range from $500 to $17,000. Final figures for the cost of the audit or review will not be available until Fiscal Year 2012. INDIVIDUAL INCOME TAX CREDIT PROGRAM There were 51 STOs that received donations in Fiscal Year 2011. (Two of these, Flagstaff Scholarship Fund and Foundation for Lutherans Interested in Funding Education, were only active until December 31, 2010 and did not get certified for further operations.) A total of $51.7 million in revenue was reported in the fiscal year and $51.4 million in tax credit donations from 74,687 taxpayers. The following table shows the number of STOs operating in each period, the number of donations and the amount of tax credit donations. Percent change is calculated for prior calendar year amounts reported. As this is the first fiscal year time period being reported, no percent change can be calculated for this year. Time Period 7 CY1998 CY1999 CY2000 CY20018 CY2002 CY2003 CY2004 CY20059 CY200610 CY2007 # of STOs 16 33 36 43 43 51 53 53 56 55 # of Donations 4,248 32,023 38,249 46,696 52,203 58,122 63,830 69,239 73,617 76,065 Amount $1,815,798 $13,781,341 $17,701,284 $24,897,444 $26,512,683 $29,445,596 $31,846,494 $42,196,206 $51,012,326 $54,304,968 % change 28.4 40.7 6.5 11.1 8.2 32.5 20.9 6.5 7 Activity in 1998 was artificially low due to a legal challenge of the constitutionality of the credit, which failed. The maximum donation for married filing joint filers increased to $625 from $500. 9 The maximum donation for married filing joint filers increased to $825 from $625. 10 The maximum donation for married filing joint filers increased to $1,000 from $825. 8 4 Time Period CY2008 CY2009 CY2010 FY2011 # of STOs 55 54 53 51 # of Donations 78,434 73,430 62,941 74,687 Amount $55,260,728 $50,879,153 $43,183,500 $51,408,60011 % change 1.8 (7.9) (15.1) Appendix VII shows donations for each STO for Fiscal Year 2011 (and scholarships for each STO as well). Appendix VIII shows donations for STOs that collected money in the 2nd half of Fiscal Year 2011 plus four years of calendar year donation history. It is important to remember when reviewing this table that the first column of donations is for a 6-month period and is not directly comparable to the calendar year history shown. Showing the donations for all of Fiscal Year 2011 would result in double-counting some donations that were received between July 1 and December 31; this time period occurs in both Fiscal Year 2011 and Calendar Year 2010. The following table shows the number of STOs providing scholarships in each period, the number of scholarships and the amount of scholarships paid. (For the calendar years prior to 2003, the numbers are soft; reporting was not statutorily-required at that time.) Percent change is calculated for prior calendar year amounts reported. As with the donations table above, no percent change is calculated for Fiscal Year 2011 as this is the first fiscal year reporting period. Please note that the number of scholarships paid does not equate to the number of students receiving scholarships. Many families seek scholarships from multiple STOs, resulting in one child being counted several times in the scholarship counts. Time Period CY1998 CY1999 CY2000 CY2001 CY2002 CY2003 CY2004 CY2005 CY2006 # of STOs 4 19 32 39 43 49 51 51 52 # of Scholarships 128 3,207 15,081 18,049 19,582 20,134 21,146 22,529 24,678 Amount $103,790 $2,193,734 $13,561,981 $16,484,958 $22,826,746 $24,420,057 $28,025,083 $30,863,153 $40,594,978 % change 518.2 21.6 38.5 7.0 14.8 10.1 31.5 11 There are 6 months that overlap between Calendar Year 2010 and Fiscal Year 2011. Some of the donations showing for Fiscal Year 2011 are already shown for Calendar Year 2010. 5 Time Period # of Scholarships # of STOs CY2007 CY2008 CY2009 CY2010 FY2011 55 54 52 54 52 27,153 28,327 27,592 26,433 25,312 Amount % change $48,561,687 $54,205,394 $52,127,262 $47,344,443 $47,098,08412 19.6 11.6 (3.8) (9.2) Appendix IX shows scholarships paid in the 2nd half of Fiscal Year 2011 and four calendar years of scholarship history. Refer to Appendix VII for a list of all STOs that paid scholarships in Fiscal Year 2011. The range of average scholarship amounts paid by STOs is from $530.66 (Chaparral Mission Scholarship Fund) to $13,413.82 (School Choice Arizona). Average scholarship ranges and the number of STOs with scholarships falling in each range is shown in the following frequency distribution. Avg. Scholarship Range $531 to $1,000 $1,001 - $1,500 $1,501 - $2,000 $2,001 - $2,500 $2,501 - $3,000 # of STOs 8 9 12 8 4 Avg. Scholarship Range # of STOs $3,001 - $4,000 $4,001 - $5,000 $5,001 - $7,500 $10,000 - $13,414 5 2 2 2 Arizona Scholarship Fund provided scholarships to 146 schools, more than any other STO. Appendix X lists the number of schools to which each STO provided scholarships and the average scholarship the STO paid out. The information on the number of schools to which each STO paid scholarships is aggregated in the following table. As shown, seven STOs gave scholarships to only one private school. # of Private Schools # of STOs giving to this number of private schools 1 2 3 4 7 11 7 4 12 There are 6 months that overlap between Calendar Year 2010 and Fiscal Year 2011. Some of the donations showing for Fiscal Year 2011 are already shown for Calendar Year 2010. 6 # of Private Schools # of STOs giving to this number of private schools 5 6-10 11-20 25-99 100 or more 1 6 8 4 4 STOs provided scholarships and grants to 351 private schools throughout Arizona. One private school, Christ Lutheran School in Phoenix, received scholarships or grants from 12 STOs. The following table shows the number of STOs contributing scholarship money to the private schools. In other words, referring to the table below, 142 private schools received scholarship money from one STO. This many private schools received scholarships or grants from This many private schools 143 77 44 32 18 19 6 6 2 3 1 One STO Two STOs Three STOs Four STOs Five STOs Six STOs Seven STOs Eight STOs Nine STOs Ten STOs Twelve STOs Five private schools received more than $1 million in total from all STOs. The most scholarship money received by one private school from all STOs was $1,483,187 for 635 scholarships to Cornerstone Christian Academy/Pusch Ridge Academy. (This is one school but kindergarten through sixth grade is Cornerstone Christian Academy and seventh grade through twelfth grade is Pusch Ridge Academy.) Appendix XI lists the 351 private schools that received scholarship money, the number of scholarships, the amount of scholarships and the average scholarship amount. The smallest average scholarship paid by an STO to a private school was $50 paid by the Arizona Scholarship Fund to Atonement Lutheran School in Glendale. Ten private 7 schools received average scholarships from STOs for more than $10,000. The highest average scholarship paid by an STO to one private school was $19,055.57 paid by School Choice Arizona to the Foundation for Blind Children School. The following table presents the distribution of average scholarships. For example, the average scholarship received by four private schools (from all STOs) was between $1 and $250. Five private schools received scholarships on average of between $10,000 and $20,000. Avg. Scholarship Range # of Private Schools with Avg. Scholarships in this Range Avg. Scholarship Range # of Private Schools with Avg. Scholarships in this Range $1 - $250 $251 - $500 $501 - $1,000 $1,001 - $1,500 $1,501 - $2,000 $2,001 - $2,500 4 9 33 89 76 52 $2,500 - $3,000 $3,001 - $4,000 $4,001 - $5,000 $5,001 - $7,500 $7,501 - $10,000 $10,001 - $20,000 22 25 16 16 4 5 In terms of where the scholarship money went within Arizona, the most money went to schools within the City of Phoenix. About 35% of the scholarships went to 75 private schools in Phoenix and almost 34% of the money. As would be expected, 67% of the scholarships and of the scholarship money went to schools in Maricopa County. The following table shows the number of scholarships, the amount of scholarships and the average scholarship paid out by county in Fiscal Year 2011. County Apache Cochise Coconino Gila Graham Greenlee La Paz Maricopa Mohave Navajo # of Scholarships 189 322 193 179 21 0 3 16,460 180 476 Scholarship $ $359,012 $488,523 $379,974 $354,559 $25,121 $0 $6,525 $31,570,510 $301,090 $785,849 Avg. Scholarship $1,900 $1,517 $1,9698 $1,9818 $1,196 $0 $2,175 $1,918 $1,673 $1,651 8 County Pima Pinal Santa Cruz Yavapai Yuma # of Scholarships 4,819 277 65 763 615 Scholarship $ $9,930,516 $442,493 $47,791 $1,479,477 $926,659 Avg. Scholarship $2,061 $1,598 $735 $1,939 $1,507 Appendix XII shows the cities and towns within which the scholarship money was received, the number of scholarships, total scholarships and the average scholarship amount. The statutory guidelines that became effective January 1, 2011 had a new requirement for the STOs participating in the individual income tax credit program. From January 1, 2011 forward, family income information must be collected on all recipients of scholarships from individual donations. The STOs are required to annually report the amount of scholarships going to students with family incomes up to 185% of poverty level and the amount of scholarships going to students with family income from more than 185% of poverty level to 342.25% of poverty level. All STOs did report this information but it was only for scholarships paid from January 1, 2011 through June 30, 2011. Since this information is not for a full fiscal year and could be distorted as a result of scholarship time tables for each STO, it will not be reported in this report. It will be published in all future fiscal year reports. All STOs certified to collect individual donations in Fiscal Year 2011 were evaluated to see their status in relation to the requirement that 90% of all revenue must be paid out in scholarships. From an administrative viewpoint, no STO is expected to pay out in scholarships 90% of donations it receives in the current year. There will always be a lag between revenue received and revenue paid out. Having said that, many STOs are able to accomplish this 90% payout. That does not mean that an STO with a percentage of less than 90% is in violation of the law. ADOR is not currently concerned with the percentage of any STO. These percentages are being monitored annually, however, and if the STOs with low percentages do not improve within a year or two, ADOR will be compelled to review that program to determine the reason. Percentages for STOs certified to receive individual donations in Fiscal Year 2011 are shown below. 9 School Tuition Organization Ratio Alternative Schools Scholarship Fund Arizona Adventist Scholarships Arizona Christian School Tuition Org. Arizona Education Scholarship Found. Arizona Episcopal Schools Foundation Arizona Independent Schools Scholarship Foundation Arizona International Academy Scholarship Fund Arizona Lutheran Scholarship Org. Arizona Private Education Scholarship Fund 90.2 98.6 92.6 40.6 86.6 HIGHEReducation School Tuition Org. Institute for Better Education Jewish Education Tax Credit Org. Jewish Tuition Organization Just Friends of Education 100.0 88.0 89.1 96.2 94.7 Life Development Institute Education Fund 85.3 87.4 89.8 Lutheran Education Foundation Montessori Scholarship Organization 94.6 91.6 85.0 77.2 Arizona Scholarship Fund Arizona School Choice Trust Arizona Tuition Organization Arizona Waldorf Scholarship Fund BEST Student Fund Brophy Community Foundation Catholic Tuition Organization of the Diocese of Phoenix Catholic Tuition Support Organization Chabad Tuition Organization Christ Lutheran School Foundation Christian Scholarship Foundation Christian Scholarship Fund of Arizona Cochise Christian School Tuition Org. Dynamite Montessori Foundation 86.0 98.1 93.8 97.9 96.9 81.8 New Valley Education Partners Northern Arizona Christian School Scholarship Fund Orme Primavera Schools Foundation Pappas Kids Schoolhouse Foundation Pinetop Tuition Support Organization Scholarships for Education Excellence School Choice Arizona Higher Education for Lutherans Prog. 94.7 90.7 86.7 88.9 77.0 95.6 86.3 97.0 84.7 School Tuition Organization School Tuition Association of Yuma Schools With Heart Foundation Shepherd of the Desert Education Found Southern Arizona Found. for Education Tempe Montessori Parent’s Organization Tuition Organization for Private Schools Valley Lutheran Scholarship Org. White Mountain Tuition Support Found. Yuma’s Education Scholarship Fund for Kids Ratio 87.4 88.9 82.8 67.4 100.0 86.3 91.0 92.7 89.5 98.6 96.0 89.7 92.7 94.3 98.4 CORPORATE INCOME TAX OR INSURANCE PREMIUM TAX CREDIT PROGRAM – SCHOLARSHIPS FOR LOW-INCOME STUDENTS The low-income student corporate income tax credit and insurance premium tax credit for contributions to school tuition organizations are governed by A.R.S. § 43-1183, A.R.S. § 20-224.06 and Chapter 15 in Title 43. (This section does not cover the corporate income tax/insurance premium tax credit for scholarships for disabled/displaced students, A.R.S. § 43-1184 and § 20-224.07.) ADOR certified 42 STOs to receive corporate donations during Fiscal Year 2011. 10 Donations to STOs for the purpose of receiving the low-income student corporate income tax credit or insurance premium tax credit are limited by statute for each fiscal year. For fiscal year 2007, the first year of the program, the limitation was $10 million. This limitation increases by 20% per year. In Fiscal Year 2011, the limitation was $20.736 million. The following table shows the amount approved in each fiscal year as opposed to the amount received. Fiscal Year 2007 2008 2009 2010 2011 Statutory Limitation $10,000,000 $12,000,000 $14,400,000 $17,280,000 $20,736,000 # of Corps 108 73 98 63 69 $ Approved $9,740,800 $12,116,000 $10,816,006 $8,121,508 $11,376,351 $ Received $9,535,800 $11,996,00013 $10,495,506 $8,100,008 $11,324,351 Of the 42 STOs certified to receive corporate donations in Fiscal Year 2011, 17 reported receiving revenue of $11,673,886 related to the low-income student corporate credit during that period. Actual revenue for the period was $11,373,886; one STO that received $300,000 transferred that money to three other STOs. Therefore, both STOs reported the $300,000. The actual revenue of $11,373,886 can be compared to total donations for that period of $11,227,351, a difference of $146,535. There were 109 donations approved and received in Fiscal Year 2011 for the lowincome student corporate/insurance premium credit; one donation approved in Fiscal Year 2010 was not received until Fiscal Year 2011. Fourteen STOs received the 110 donations ($11,227,351) from 69 corporations. (Ten of the 69 corporations are insurance companies.) Of the 69 corporations, 50 donated once; the remaining 19 donated from two to five times. The following table shows the number and amount of donations received by each STO in Fiscal Year 2011. School Tuition Organization Arizona Episcopal Schools Foundation Arizona Independent Schools Scholarship Foundation Arizona Private Education Scholarship Fund # of Low-Income Student Corporate Donations 1 3 2 Total LowIncome Student Donations $25,000 $830,000 $54,000 13 The entire $12 million was approved in the fiscal year. Two corporations, each donating $2,000, requested a refund after the fiscal year ended when it became clear that the program does not work for S corporations that pass their tax liability through to shareholders. 11 # of Low-Income Student Corporate Donations School Tuition Organization Arizona School Choice Trust Brophy Community Foundation Catholic Tuition Organization of the Diocese of Phoenix Catholic Tuition Support Organization Foundation for Corporate Tax Credits Independent Schools Corporate Tax Foundation Institute for Better Education School Choice Arizona School Tuition Association of Yuma Tuition Organization for Private Schools Valley Lutheran Scholarship Organization 4 12 33 23 1 1 11 10 1 1 1 Total LowIncome Student Donations $500,000 $1,307,000 $3,544,510 $1,455,641 $195,000 $195,000 $826,200 $1,978,500 $40,000 $176,500 $100,000 Appendix XIII shows donations for STOs that collected money in the 2 nd half of Fiscal Year 2011 or during the four prior calendar years. It is important to remember when reviewing this table that the first column of donations is for a 6-month period and is not directly comparable to the calendar year history shown. Showing the donations for all of Fiscal Year 2011 would result in double-counting some donations that were received between July 1 and December 31 as this time period occurs in both Fiscal Year 2011 and Calendar Year 2010. Corporate donations ranged from $200 to over $1 million. donations made to an STO is shown in the following table. Donation Size $1,000 or less $1,001 to $4,999 $5,000 to $9,999 $10,000 to $24,999 $25,000 to $49,999 # 6 11 7 20 14 The range of separate Donation Size $50,000 to $99,999 $100,000 to $249,999 $250,000 to $499,999 $500,000 and over # 18 19 10 5 The Catholic Tuition Organization of the Diocese of Phoenix received the most corporate donations for the low-income student corporate/insurance premium credit, 33 donations from 28 corporations, for a total of $3,544,510. Five STOs received only one donation. Unlike scholarships from individual income tax credit donations, low-income student corporate income tax and insurance premium tax credit scholarships under this program 12 are restricted to certain students. Recipients of these corporate scholarships must meet the following guidelines: 1. Family income cannot exceed 185% of the income limit required to qualify a child for reduced priced lunches under the national school lunch and child nutrition acts. (Maximum annual income of $76,494 for a family of four in 2011.) 2. The student receiving the scholarship must meet one of the following : a. Attended a governmental primary or secondary school full-time for at least the first 100 days of the prior fiscal year and then transferred to a qualified private school in a subsequent year. b. Enroll in a qualified private school in a kindergarten program. c. Received a scholarship under one of the two previous guidelines and continues to attend a qualified private school in a subsequent year. 3. For the 2011/2012 academic year, a school tuition organization cannot issue a scholarship in an amount that exceeds: a. $4,700 for students in kindergarten through grade 8. b. $6,000 for students in grades 9 through 12. Twenty STOs reported paying scholarships in Fiscal Year 2011. These STOs reported 4,578 scholarships totaling $9,189,905, for an average of $2,007. Shown below is the number and amount of scholarships from each STO and the number of schools. School Tuition Organizations Arizona Episcopal Schools Foundation Arizona Independent Schools Scholarship Foundation Arizona Private Education Scholarship Fund Arizona School Choice Trust Brophy Community Foundation Catholic Tuition Organization of the Diocese of Phoenix Catholic Tuition Support Organization Christian Scholarship Foundation Cochise Christian School Tuition Organization Corporate Tax Foundation Flagstaff Scholarship Fund Foundation for Corporate Tax Credit # of Scholarships Scholarship $ Avg. Scholarship 11 $37,443 $3,404 2 86 $464,305 $5,399 3 3 495 440 $9,000 $647,315 $965,271 $3,000 $1,308 $2,194 2 63 22 $1,987,799 $1,751,128 $13,844 $1,379 $2,077 $1,731 40 22 2 $9,140 $44,365 $514,319 $163,705 $703 $2,773 $3,384 $4,424 1 1 2 2 1,442 843 8 13 16 152 37 # of Schools 13 School Tuition Organizations # of Scholarships Independent Schools Corporate Tax Foundation Institute for Better Education Jewish Education Tax Credit Organization Northern Arizona Christian School Scholarship Fund Pappas Kids Schoolhouse Foundation School Choice Arizona School Tuition Association of Yuma Tuition Organization for Private Schools Scholarship $ Avg. Scholarship # of Schools 39 378 $174,305 $587,477 $4,469 $1,554 2 80 63 $295,495 $4,690 4 4 4 371 39 $3,208 $11,126 $1,089,799 $37,341 $802 $2,781 $2,937 $957 1 2 46 5 134 $383,520 $2,862 41 The Catholic Tuition Organization of the Diocese of Phoenix provided the most scholarships. The Arizona Independent Schools Scholarship Foundation provided the highest average scholarship. The Institute for Better Education provided scholarships to the most schools. Three STOs provided scholarships to only one school. Appendix XIV shows low-income student scholarships paid in the 2nd half of Fiscal Year 2011 and four calendar years of scholarship history. Corporate scholarship money went to 190 schools in Fiscal Year 2011. Amounts received by school ranged from $10 (Blessed Sacrament Kindergarten) to $828,605 (St. Mary’s High School). Appendix XV shows the amount of corporate scholarship money that went to each school, along with the number of scholarships and the average scholarship. In terms of where the corporate scholarship money went within Arizona, the most money went to schools within the City of Tucson. About 36% of the scholarship money went to private schools in Tucson. As would be expected, 49% of the scholarship money went to schools in Maricopa County. The following table shows the number of scholarships, the amount of scholarships and the average scholarship paid out by county in Fiscal Year 2011. County Apache Cochise Coconino # of Scholarships 73 66 161 Scholarship $ $27,910 $92,178 $539,064 Avg. Scholarship $382 $1,397 $3,348 14 County # of Scholarships Gila Graham Greenlee La Paz Maricopa Mohave Navajo Pima Pinal Santa Cruz Yavapai Yuma 12 0 0 0 2,394 43 77 1,287 83 19 114 82 Scholarship $ Avg. Scholarship $26,000 $0 $0 $0 $4,499,446 $58,505 $107,890 $3,421,619 $96,449 $35,466 $165,362 $120,024 $2,167 $0 $0 $0 $1,879 $1,361 $1,401 $2,659 $1,162 $1,867 $1,451 $1,464 Appendix XVI shows the cities and towns within which the scholarship/grant money was received, the number of scholarships, total scholarships and the average scholarship amount. All STOs certified to collect corporate donations in Fiscal Year 2011 were evaluated to see their status in relation to the requirement that 90% of all revenue must be paid out in scholarships. From an administrative viewpoint, no STO is expected to pay out in scholarships 90% of donations it receives in the current year. There will always be a lag between revenue received and revenue paid out. ADOR is not currently concerned with the percentage of any STO. These percentages are being monitored annually, however, and if the STOs with low percentages do not improve within a year or two, ADOR will be compelled to review that program to determine the reason. Percentages for STOs certified to receive and participating in the low-income student corporate credit in Fiscal Year 2011 are shown below. School Tuition Organization Ratio Arizona Episcopal Schools Foundation Arizona Independent Schools Scholarship Foundation Arizona Private Education Scholarship Fund. 82.2 Arizona School Choice Trust Brophy Community Foundation Catholic Tuition Organization of the Diocese of Phoenix School Tuition Organization Ratio Institute for Better Education Independent Schools Corporate Tax Foundation 92.3 54.2 81.1 75.0 Jewish Education Tax Credit Organization Northern Arizona Christian School Scholarship Fund Pappas Kids Schoolhouse Foundation 100.0 75.5 72.9 School Choice Arizona 79.9 75.1 32.6 86.0 15 School Tuition Organization Ratio Catholic Tuition Support Organization Christian Scholarship Foundation Corporate Tax Foundation Foundation for Corporate Tax Credits 66.3 97.9 44.4 82.4 School Tuition Organization School Tuition Association of Yuma Tuition Organization for Private Schools Valley Lutheran Scholarship Org. Ratio 69.9 81.1 14 0.0 CORPORATE INCOME TAX OR INSURANCE PREMIUM TAX CREDIT PROGRAM – SCHOLARSHIPS FOR DISABLED/DISPLACED STUDENTS The corporate income tax credit and insurance premium tax credit for contributions to school tuition organizations for scholarships for disabled/displaced students are governed by A.R.S. § 43-1184, A.R.S. § 20-224.07 and Chapter 15 in Title 43. ADOR certified 42 STOs to receive corporate donations during Fiscal Year 2011. Donations to STOs for the purpose of receiving the corporate income tax credit or the insurance premium tax credit are limited by statute for each fiscal year. The statutory limitation for donations made for the disabled/displaced tax credit is set at $5 million per fiscal year. The following table shows the amount approved in each fiscal year as opposed to the amount received. Fiscal Year 2010 2011 Statutory Limitation $5,000,000 $5,000,000 # of Corps 6 8 $ Approved $1,478,880 $1,079,000 $ Received $1,478,880 $1,029,000 Of the 42 STOs certified to receive corporate donations in Fiscal Year 2011, only 5 reported revenue of $1,205,067 during that period for disabled/displaced corporate donations. This compares to donations of $1,204,000, a difference of $1,067. There were 14 donations approved and received in Fiscal Year 2011; one donation approved in Fiscal Year 2010 was not received until Fiscal Year 2011. Five STOs received the 15 donations from 8 corporations. Five of the 8 corporations were insurance companies, donating $984,000. Of the 8 corporations, 5 donated once; the remaining 3 donated from two to five times. 14 This is the first year Valley Lutheran Scholarship Organization has participated in the low-income student corporate donation program. As is normal with first-year participation, revenue was received but no scholarships were yet paid out. 16 School Tuition Organization # of Corporate Disabled/Displaced Donations Arizona School Choice Trust Institute for Better Education New Valley Education Partners School Choice Arizona Tuition Organization for Private Schools 2 5 3 3 2 Total Disabled/Displaced Donations $118,000 $210,000 $360,000 $100,000 $416,000 Appendix XVII shows the history of corporate donations for disabled/displaced student scholarships. The Fiscal Year 2011 information is only for the January 1, 2011 through June 30, 2011 period, or 6 months, because the donations received in the first half of Fiscal Year 2011 are already included in the Calendar Year 2010 figures. It is important to remember when reviewing this table that the first column of donations is for a 6month period and is not directly comparable to the calendar year history shown. Corporate donations ranged from $10,000 to over $300,000. The range of separate donations made to an STO is shown in the following table. Donation Size $1,000 or less $1,001 to $4,999 $5,000 to $9,999 $10,000 to $24,999 $25,000 to $49,999 # 0 0 0 4 2 Donation Size $50,000 to $99,999 $100,000 to $249,999 $250,000 to $499,999 $500,000 and over # 5 3 1 0 The Institute for Better Education received the most corporate disabled/displaced donations, 5 donations from 2 corporations while the Tuition Organization for Private Schools was the largest recipient of corporate disabled/displaced donations at $416,000. The following table shows the number and amount of disabled/displaced corporate donations received by each STO in Fiscal Year 2011. Recipients of disabled/displaced scholarships must meet the following guidelines: 1. The student must have an Arizona individualized education plan (IEP), 504 plan or have been placed in the Arizona foster care system. 2. The student receiving the scholarship must meet one of the following : a. Received a grant or scholarship from the former Arizona Department of Education program in the 2008/09 academic year; or Enroll in a qualified private school in a kindergarten program. 17 b. Attended a governmental primary or secondary school full-time for at least the first 100 days of the prior fiscal year and then transferred to a qualified private school; or c. Received a scholarship under one of the two previous guidelines and continues to attend a qualified private school in a subsequent year. 3. The amount of the scholarship shall not exceed the lesser of the cost of tuition or 90% of the amount of state aid that would have been computed for the student to attend public school. Five STOs reported paying out scholarships in Fiscal Year 2011. These STOs reported 115 scholarships totaling $561,029 for an average of $4,878. Shown below is the number and amount of disabled/displaced scholarships from each STO and the number of schools. School Tuition Organizations Arizona School Choice Trust Financial Assistance for Independent Schools Institute for Better Education School Choice Arizona Tuition Organization for Private Schools # of Scholarships Scholarship $ Avg. Scholarship # of Schools 1 $19,872 $19,872.00 1 24 57 2 $95,822 $76,490 $13,792 $3,992.60 $1,341.93 $6,896.00 1 34 2 31 $355,052 $11,453.30 9 The Institute for Better Education provided the most scholarships at 49.6% of the total scholarships awarded. The Arizona School Choice Trust provided the highest average scholarship of $19,872. The Institute for Better Education provided scholarships to the most schools. Two STOs provided scholarships to only one school. Appendix XVIII shows disabled/displaced student scholarships paid since the beginning of the program. Note that the Fiscal Year 2011 figures are only those scholarships paid out in the second half of the fiscal year; scholarships paid out in the first half of the fiscal year are included in the Calendar Year 2010 figures. Corporate disabled/displaced scholarship money went to 44 schools in Fiscal Year 2011. Amounts received by school ranged from $250 (Immaculate Heart High School) to $267,833 (Lauren’s Institute for Education). Appendix XIX shows the amount of corporate disabled/displaced scholarship money that went to each school, along with the number of scholarships and the average scholarship. 18 In terms of where the disabled/displaced corporate scholarship money went within Arizona, the most money went to schools located in Maricopa County. About 82% of the scholarship money went to private schools in Maricopa County. The following table shows the number of scholarships, the amount of scholarships and the average scholarship paid out by county in Fiscal Year 2011. County Maricopa Mohave Navajo Pima Pinal Yavapai # of Scholarships 62 2 1 41 1 9 Scholarship $ $459,261 $2,100 $1,000 $61,755 $20,560 $16,353 Avg. Scholarship $7,407 $1,050 $1,000 $1506 $20,560 $1.817 The next table shows the cities and towns in which the disabled/displaced corporate scholarship money was received, the number of scholarships, total scholarships and the average scholarship amount. For Fiscal Year 2011, the most disabled/displaced corporate scholarship money went to a private school located in the Town of Gilbert. City/Town Chandler Cottonwood Ft. Mohave Gilbert Glendale Goodyear Lake Havasu City Marana Maricopa Oro Valley Phoenix Prescott Scottsdale Show Low Tempe Tucson # of Scholarships 1 8 1 16 4 3 1 1 1 1 9 1 26 1 3 39 Scholarship $ $3,200 $12,771 $1,000 $267,834 $11,711 $1,500 $1,100 $500 $20,560 $1,000 $33,385 $3,582 $99,822 $1,000 $41,809 $60,255 Avg. Scholarship $3,200 $1,596 $1,000 $16,740 $2,928 $500 $1,100 $500 $20,560 $1,000 $3,709 $3,582 $3,839 $1,000 $13.936 $1,545 All STOs certified to collect corporate donations in Fiscal Year 2011 were evaluated to see their status in relation to the requirement that 90% of all revenue must be paid out in scholarships. From an administrative viewpoint, no STO is expected to pay out in 19 scholarships 90% of donations it receives in the current year. There will always be a lag between revenue received and revenue paid out. ADOR is not currently concerned with the percentage of any STO. These percentages are being monitored annually, however, and if the STOs with low percentages do not improve within a year or two, ADOR will be compelled to review that program to determine the reason. Percentages for STOs certified to receive corporate donations and participating in the disabled/displaced student corporate credit in Fiscal Year 2011 are shown below. School Tuition Organization Arizona School Choice Trust Institute for Better Education New Valley Education Partners School Choice Arizona Tuition Organization for Private Schools Ratio 57.8 38.3 44.5 13.7 59.6 PRIVATE SCHOOLS IN ARIZONA The final table at the end of this report, Appendix XX, lists every private school that has received scholarship revenue from the private school tuition organization income tax credit programs and the estimated amounts received from all three programs since 1998. The amounts are estimated for two reasons. For the first several years of the private school tuition organization tax credit program, there was no requirement for the STOs to report. Although some did report at ADOR request, some did not or only reported partially. Therefore, the early year figures are incomplete. For Fiscal Year 2011, only scholarships paid out between January 1 and June 30 are included in the totals. Some STOs did not break out the amounts by school into the two 6-month periods; therefore, those numbers were estimated. Arizona Department of Revenue, Office of Economic Research and Analysis, 1/17/2012 For questions about this report or the School Tuition Organization credits, contact Georganna Meyer (602-716-6927) or Karen Jacobs (602-716-6923). 20 APPENDIX I SCHOOL TUITION ORGANIZATIONS CERTIFIED TO RECEIVE DONATIONS FOR TAX CREDIT PURPOSES IN FISCAL YEAR 2011 School Tuition Organization Alternative Schools Scholarship Fund Arizona Adventist Scholarships Arizona Christian School Tuition Organization Arizona Education Scholarship Foundation Arizona Episcopal Schools Foundation Arizona Independent Schools Scholarship Foundation Arizona International Academy Scholarship Fund Arizona Leadership Foundation Arizona Lutheran Scholarship Organization Arizona Private Education Scholarship Fund Arizona Scholarship Fund Arizona School Choice Trust Arizona Tuition Organization Arizona Waldorf Scholarship Foundation Arizona Youth Education Scholarships BEST Student Fund Brophy Community Foundation Catholic Tuition Organization of the Diocese of Phoenix Catholic Tuition Support Organization Chabad Tuition Organization Christ Lutheran School Foundation Christian Scholarship Foundation Christian Scholarship Fund of Arizona Cochise Christian School Tuition Organization Corporate Tax Foundation Dynamite Montessori Foundation Flagstaff Scholarship Fund Foundation of Lutherans Interested in Funding Education Foundation for Corporate Tax Credit H.E.L.P. Scholarship Foundation HIGHEReducation School Tuition Organization Independent Schools Corporate Tax Foundation Institute for Better Education Jewish Education Tax Credit Organization Jewish Tuition Organization CorporateCertified 9/29/2010 7/29/2010 7/29/2010 1st Half X X X X X IndividualCertified 2nd Half of FY 1/1/2011 1/1/2011 1/1/2011 1/1/2011 1/1/2011 X X 1/1/2011 1/1/2011 X X X X X X X X 1/1/2011 1/1/2011 1/1/2011 1/1/2011 1/1/2011 1/1/2011 1/1/2011 1/1/2011 1/1/2011 X X X X X X X 1/1/2011 1/1/2011 1/1/2011 1/1/2011 1/1/2011 1/1/2011 1/1/2011 X X 1/1/2011 3/9/2011 7/29/2010 7/29/2010 7/29/2010 7/29/2010 7/29/2010 7/29/2010 7/29/2010 7/29/2010 7/29/2010 7/29/2010 7/29/2010 2/24/2011 4/14/2011 8/18/2010 X 4/15/2011 2/3/2011 3/23/2011 3/23/2011 7/29/2010 7/29/2010 6/14/2011 X 2/3/2011 3/23/2011 X X X 1/1/2011 1/1/2011 1/1/2011 21 School Tuition Organization CorporateCertified X X X X IndividualCertified nd 2 Half of FY 1/1/2011 1/1/2011 1/1/2011 1/1/2011 1/1/2011 8/3/2010 8/16/2010 X X X X 1/1/2011 1/1/2011 1/1/2011 1/1/2011 7/29/2010 7/29/2010 8/19/2010 7/29/2010 X X X X X 1/3/2011 1/1/2011 1/1/2011 1/1/2011 1/1/2011 X X 1/1/2011 1/1/2011 1/1/2011 1/1/2011 1/1/2011 1/1/2011 6/14/2011 1/1/2011 1st Half Just Friends of Education Life Development Institute Education Fund Lutheran Education Foundation Montessori Scholarship Organization New Valley Education Partners Northern Arizona Christian School Scholarship Fund Orme Primavera Schools Foundation Pappas Kids Schoolhouse Foundation Pinetop Tuition Support Organization Scholarships for Educational Excellence Foundation School Choice Arizona School Tuition Association of Yuma Schools With Heart Foundation Shepherd of the Desert Education Foundation Southern Arizona Foundation for EducationLutheran TEMPO The Leadership Consortium Tuition Organization for Private Schools Valley Lutheran Scholarship Organization White Mountain Tuition Support Foundation Yo Creo – Competitive America Yuma’s Education Scholarship Fund for Kids 7/29/2010 7/29/2010 7/29/2010 7/29/2010 10/7/2010 10/14/2010 7/29/2010 7/29/2010 8/3/2010 9/2/2010 6/16/2011 X X X x 22 APPENDIX II SCHOOL TUITION ORGANIZATIONS REPORTING REVENUE IN EXCESS OF TAX CREDIT DONATIONS IN FISCAL YEAR 2011 School Tuition Organization Arizona Christian School Tuition Organization Arizona Independent Schools Scholarship Foundation Arizona Native Scholastic Enrichment Resource Foundation Arizona Private Education Scholarship Fund Arizona Scholarship Fund Arizona Tuition Organization Brophy Community Foundation Catholic Tuition Organization of the Diocese of Phoenix Catholic Tuition Support Organization Christ Lutheran School Foundation Christian Scholarship Foundation Christian Scholarship Fund of Arizona Corporate Tax Foundation Dynamite Montessori Foundation Flagstaff Scholarship Fund Foundation for Corporate Tax Credit H.E.L.P. Scholarship Foundation Independent Schools Corporate Tax Foundation Lutheran Education Foundation New Valley Education Partners Northern Arizona Christian School Scholarship Fund School Choice Arizona Schools for Educational Excellence Foundation School Tuition Association of Yuma Schools With Heart Foundation Shepherd of the Desert Education Foundation TEMPO Valley Lutheran Scholarship Organization White Mountain Tuition Support Organization Yuma’s Education Scholarship Fund for Kids Total Revenue $10,990,509 $1,663,986 Total Donations $10,987,576 $1,662,713 $1,000 $1,732,279 $4,166,963 $1,223,036 $2,413,091 $12,592,298 $5,952,238 $189,502 $230,860 $261,266 $100,000 $54,745 $187,582 $295,000 $974,919 $295,000 $100,846 $751,001 $307,491 $2,222,620 $51,780 $293,678 $311,792 $159,739 $125,367 $192,445 $163,953 $705,670 $0 $1,715,905 $4,098,022 $1,222,877 $2,383,741 $12,565,725 $5,636,173 $186,178 $230,392 $256,561 $0 $54,724 $159,500 $195,000 $974,042 $195,000 $100,755 $750,730 $307,081 $2,216,521 $51,755 $293,533 $311,720 $157,388 $125,301 $191,448 $162,953 $705,509 23 APPENDIX III TAX CREDIT DONATIONS BY SCHOOL TUITION ORGANIZATION SINCE 1998 ST School Tuition Organization Alternative Schools Scholarship Fund Arizona Adventist Scholarships Arizona Christian School Tuition Organization Arizona Education Scholarship Foundation Arizona Episcopal Schools Foundation Arizona Independent Schools Scholarship Foundation Arizona International Academy Scholarship Fund Arizona Lutheran Scholarship Organization Arizona Native Scholastic and Enrichment Resource Foundation Arizona Private Education Scholarship Fund Arizona Scholarship Fund Arizona Scholarship & Grants Organization Arizona Scholarships & Tuition Arizona School Choice Trust Arizona Tuition Organization Arizona Waldorf Scholarship Fund Arizona Youth Education Scholarship Fund Total Low-Income Student Corporate Donations Total DisabledDisplaced Donations 1 Year Total Individual Donations Total Donations 2003 1999 1998 2010 1999 $114,156 $4,090,575 $96,091,018 $9,600 $7,928,325 $0 $0 $0 $0 $675,500 $0 $0 $0 $0 $0 $114,156 $4,090,575 $96,091,018 $9,600 $8,603,825 1998 $8,055,875 $1,495,053 $0 $9,550,928 2001 2002 $454,573 $1,156,830 $0 $0 $0 $0 $454,573 $1,156,830 1999 1999 1998 1999 1998 1998 2004 2001 2011 $386,921 $8,442,587 $35,338,247 $6,775 $23,075 $15,423,481 $7,401,233 $1,111,260 $0 $0 $69,000 $52,000 $0 $0 $5,127,000 $0 $0 $0 $0 $0 $0 $0 $0 $208,000 $0 $0 $0 $386,921 $8,511,587 $35,390,247 $6,775 $23,075 $20,758,481 $7,401,233 $1,111,260 $0 24 School Tuition Organization BEST Student Fund Bret Reed Freesmeyer Memorial Scholarship Fund Brophy Community Foundation Carden Schools Scholarship Fund Catholic Tuition Organization of the Diocese of Phoenix Catholic Tuition Support Organization Chabad Tuition Organization Chaparral Mission Scholarship Fund Children’s Scholarship Network of Arizona Christ Lutheran School Foundation Christian Scholarship Foundation Christian Scholarship Fund of Arizona Classical Christian Scholarship Fund Cochise Christian School Tuition Organization Corporate Tax Foundation Dynamite Montessori Foundation Educare Scholarship Fund Engelhardt/Pappas Foundation Flagstaff Scholarship Fund Foundation for Corporate Tax Credit Foundation for Lutherans Interested in Funding Education Foundation for Montessori Scholarships Higher Education for Lutherans Program Total Low-Income Student Corporate Donations Total DisabledDisplaced Donations 1ST Year Total Individual Donations 2001 $1,877,732 $0 $0 $1,877,732 2001 1998 1998 $426,736 $11,092,795 $57,980 $0 $6,343,900 $0 $0 $0 $0 $426,736 $17,436,695 $57,980 1998 1999 2000 2001 2008 2000 1999 1998 2003 2002 2011 2001 1999 1999 2001 2011 $100,404,541 $40,236,982 $1,324,768 $1,460,480 $164,211 $2,020,661 $2,475,414 $4,439,085 $249,968 $2,234,492 $0 $250,209 $847,957 $1,219,231 $1,752,439 $0 $11,784,449 $11,646,530 $0 $3,000 $330,000 $0 $66,000 $50,000 $0 $135,000 $100,000 $0 $0 $0 $1,392,500 $295,000 2002 1999 1998 $432,551 $522,654 $9,401,687 $0 $0 $0 Total Donations $0 $112,188,990 $0 $51,883,512 $0 $1,324,768 $0 $1,463,480 $0 $494,211 $0 $2,020,661 $0 $2,541,414 $0 $4,489,085 $0 $249,968 $0 $2,369,492 $0 $100,000 $0 $250,209 $0 $847,957 $0 $1,219,231 $0 $3,144,939 $0 $295,000 $0 $0 $0 $432,551 $522,654 $9,401,687 25 School Tuition Organization HIGHEReducation School Tuition Organization Independent Schools Corporate Tax Foundation Institute for Better Education Investing in Children of Arizona Scholarship Fund Jewish Education Tax Credit Organization Jewish Tuition Organization Just Friends of Education Life Development Institute Education Foundation Lutheran Education Foundation Maranatha Christian Co-Op Tuition Fund Montessori Centre School Tuition Organization Montessori Scholarship Organization Montessori School Tuition Organization New Valley Education Partners Northern Arizona Christian School Scholarship Fund Orme Primavera Schools Foundation Pappas Kids Schoolhouse Foundation Patagonia Scholarship Fund Pinetop Tuition Support Organization Scholarships for Educational Excellence Foundation School Choice Arizona Total Low-Income Student Corporate Donations Total DisabledDisplaced Donations 1ST Year Total Individual Donations 2011 $2,176 $0 $0 $2,176 2011 1998 $0 $28,160,432 $295,000 $1,996,033 $0 $385,000 $295,000 $30,541,465 2003 1999 1999 2009 $6,875 $5,792,245 $15,731,816 $4,700 $0 $650,000 $135,600 $0 $0 $0 $0 $0 $6,875 $6,442,245 $15,867,416 $4,700 2006 1998 1998 2000 2000 1999 2000 $56,600 $2,578,347 $21,630 $361,549 $2,493,504 $43,400 $2,320,970 $0 $0 $0 $0 $0 $0 $5,000 $0 $0 $0 $0 $0 $0 $560,000 $56,600 $2,578,347 $21,630 $361,549 $2,493,504 $43,400 $2,885,970 1998 1999 2005 1999 2006 $2,455,148 $1,904,315 $963,692 $76,154 $68,600 $70,000 $0 $80,000 $0 $0 $0 $0 $0 $0 $0 $2,525,148 $1,904,315 $1,043,692 $76,154 $68,600 2009 2006 $126,630 $533,539 $0 $7,423,500 $0 $100,000 $126,630 $8,057,039 Total Donations 26 School Tuition Organization 1ST Year Total Individual Donations School Tuition Association of Yuma Schools With Heart Foundation Shepherd of the Desert Education Foundation Southern Arizona Foundation for Education Tempe Montessori Parent’s Organization Tesseract Tuition Organization The Leadership Consortium Tuition Organization for Private Schools Valley Lutheran Scholarship Organization VVBC Christian Education Fund Walter T. Beamis Scholarship Foundation White Mountain Tuition Support Foundation Yo Creo Yuma’s Education Scholarship Fund for Kids 1999 1999 2000 1998 2000 1998 2011 2004 2004 1999 1999 2004 2011 2003 $2,859,936 $2,588,760 $1,138,283 $3,180,797 $1,318,418 $146,315 $0 $7,330,316 $651,668 $324,519 $11,371 $682,789 $0 $2,793,722 Total Low-Income Student Corporate Donations $148,600 $0 $0 $0 $0 $0 $0 $883,000 $100,000 $0 $0 $0 $0 $0 Total DisabledDisplaced Donations $0 $0 $0 $0 $0 $0 $0 $1,254,880 $0 $0 $0 $0 $0 $0 Total Donations $3,008,536 $2,588,760 $1,138,283 $3,180,797 $1,318,418 $146,315 $0 $9,468,196 $751,668 $324,519 $11,371 $682,789 $0 $2,793,722 27 APPENDIX IV SCHOLARSHIPS PAID FROM TAX CREDIT DONATIONS BY SCHOOL TUITION ORGANIZATION SINCE 1998 1 Year Total Individual Scholarships 2003 1999 1998 2010 1999 $99,936 $3,992,687 $88,739,366 $3,900 $6,863,580 $0 $0 $0 $0 $692,777 $0 $0 $0 $0 $0 $99,936 $3,992,687 $88,739,366 $3,900 $7,556,357 1998 2001 2002 $7,628,576 $397,325 $1,046,134 $551,605 $0 $0 $0 $0 $0 $8,180,181 $397,325 $1,046,134 1999 1999 1998 1999 1998 1998 2004 2001 2011 2001 $266,587 $7,084,096 $30,204,229 $0 $26,360 $15,130,615 $6,943,421 $1,083,750 $0 $1,819,433 $0 $13,500 $46,800 $0 $0 $4,159,201 $0 $0 $0 $0 $0 $0 $650 $0 $0 $120,316 $0 $0 $0 $0 $266,587 $7,097,596 $30,251,679 $0 $26,360 $19,410,132 $6,943,421 $1,083,750 $0 $1,819,433 ST School Tuition Organization Alternative Schools Scholarship Fund Arizona Adventist Scholarships Arizona Christian School Tuition Organization Arizona Education Scholarship Foundation Arizona Episcopal Schools Foundation Arizona Independent Schools Scholarship Foundation Arizona International Academy Scholarship Fund Arizona Lutheran Scholarship Organization Arizona Native Scholastic and Enrichment Resource Foundation Arizona Private Education Scholarship Fund Arizona Scholarship Fund Arizona Scholarship & Grants Organization Arizona Scholarships & Tuition Arizona School Choice Trust Arizona Tuition Organization Arizona Waldorf Scholarship Fund Arizona Youth Education Scholarship Fund BEST Student Fund Total Low-Income Student Corporate Scholarships Total DisabledDisplaced Scholarships Total Scholarships 28 School Tuition Organization Bret Reed Freesmeyer Memorial Scholarship Fund Brophy Community Foundation Carden Schools Scholarship Fund Catholic Tuition Organization of the Diocese of Phoenix Catholic Tuition Support Organization Chabad Tuition Organization Chaparral Mission Scholarship Fund Children’s Scholarship Network of Arizona Christ Lutheran School Foundation Christian Scholarship Foundation Christian Scholarship Fund of AZ Classical Christian Scholarship Fund Cochise Christian School Tuition Organization Corporate Tax Foundation Dynamite Montessori Foundation Educare Scholarship Fund Engelhardt/Pappas Foundation Flagstaff Scholarship Fund Foundation for Corporate Tax Credit Foundation for Lutherans Interested in Funding Education Foundation for Montessori Scholarships Higher Education for Lutherans Program HIGHEReducation School Tuition Organization Independent Schools Corporate Tax Foundation 1ST Year Total Individual Scholarships 2001 1998 1998 $492,962 $9,069,766 $55,067 1998 1999 2000 2001 2008 2000 1999 1998 2003 2002 2011 2001 1999 1999 2001 2011 2002 1999 1998 2011 2011 Total Low-Income Student Corporate Scholarships Total DisabledDisplaced Scholarships Total Scholarships $0 $2,539,716 $0 $0 $0 $0 $492,962 $11,609,482 $55,067 $91,023,780 $34,367,649 $1,177,092 $1,527,304 $156,647 $1,534,632 $2,366,059 $3,830,344 $207,891 $2,168,424 $0 $205,411 $817,733 $1,123,034 $1,442,369 $0 $8,414,216 $7,222,286 $0 $3,000 $323,438 $0 $64,610 $50,107 $0 $135,000 $44,365 $0 $0 $0 $1,316,020 $163,705 $0 $129,338 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $99,437,996 $41,719,273 $1,177,092 $1,530,304 $480,085 $1,534,632 $2,430,669 $3,880,451 $207,891 $2,303,424 $44,365 $205,411 $817,733 $1,123,034 $2,758,389 $163,705 $428,851 $473,808 $8,830,309 $2,176 $0 $0 $0 $0 $0 $174,305 $0 $0 $0 $0 $0 $428,851 $473,808 $8,830,309 $2,176 $174,305 29 School Tuition Organization 1ST Year Total Individual Scholarships Institute for Better Education Investing in Children of Arizona Scholarship Fund Jewish Education Tax Credit Org Jewish Tuition Organization Just Friends of Education Life Development Institute Education Foundation Lutheran Education Foundation Maranatha Christian Co-Op Tuition Fund Montessori Centre School Tuition Organization Montessori Scholarship Organization Montessori School Tuition Organization New Valley Education Partners Northern Arizona Christian School Scholarship Fund Orme Primavera Schools Foundation Pappas Kids Schoolhouse Foundation Patagonia Scholarship Fund Pinetop Tuition Support Organization Scholarships for Educational Excellence Foundation School Choice Arizona School Tuition Association of Yuma Schools With Heart Foundation Shepherd of the Desert Education Foundation Southern Arizona Foundation for Education Tempe Montessori Parent’s Organization Tesseract Tuition Organization The Leadership Consortium 1998 2003 1999 1999 2009 2006 1998 1998 2000 2000 1999 2000 1998 1999 2005 1999 2006 2009 2006 1999 1999 2000 1998 2000 1998 2011 $23,919,964 $0 $5,159,115 $15,141,047 $4,140 $80,450 $2,439,170 $3,926 $349,867 $2,285,010 $38,900 $1,791,971 $2,141,232 $1,702,370 $795,773 $62,713 $46,210 $119,355 $429,064 $2,603,098 $2,399,158 $1,019,161 $3,136,885 $1,150,745 $24,250 $0 Total Low-Income Student Corporate Scholarships $1,272,003 $0 $520,368 $122,292 $0 $0 $0 $0 $0 $0 $0 $5,000 $72,525 $0 $60,374 $0 $0 $0 $3,965,681 $103,877 $0 $0 $0 $0 $0 $0 Total DisabledDisplaced Scholarships Total Scholarships $147,364 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $248,459 $0 $0 $0 $0 $0 $0 $13,792 $1,250 $0 $0 $0 $0 $0 $0 $25,339,331 $0 $5,679,483 $15,263,339 $4,140 $80,450 $2,439,170 $3,926 $349,867 $2,285,010 $38,900 $2,045,430 $2,213,757 $1,702,370 $856,147 $62,713 $46,210 $119,335 $4,408,537 $2,708,225 $2,399,158 $1,019,161 $3,136,885 $1,150,745 $24,250 $0 30 School Tuition Organization Tuition Organization for Private Schools Valley Lutheran Scholarship Organization VVBC Christian Education Fund Walter T. Beamis Scholarship Foundation White Mountain Tuition Support Foundation Yo Creo Yuma’s Education Scholarship Fund for Kids 1ST Year Total Individual Scholarships 2004 2004 1999 1999 2004 2011 2003 $6,484,313 $604,166 $317,182 $4,000 $639,078 $0 $2,589,063 Total Low-Income Student Corporate Scholarships $715,647 $0 $0 $0 $0 $0 $0 Total DisabledDisplaced Scholarships Total Scholarships $748,103 $0 $0 $0 $0 $0 $0 $7,948,063 $604,166 $317,182 $4,000 $639,078 $0 $2,589,063 31 APPENDIX V SALARIES OF HIGHEST PAID EMPLOYEES BY SCHOOL TUITION ORGANIZATION IN FISCAL YEAR 2011 School Tuition Organization Arizona Christian School Tuition Organization Arizona Private Education Scholarship Fund Arizona Scholarship Fund Arizona School Choice Trust Arizona Tuition Organization Brophy Community Foundation Catholic Tuition Organization of the Diocese of Phoenix Catholic Tuition Support Organization Higher Education for Lutherans Program Institute for Better Education Jewish Education Tax Credit Organization Jewish Tuition Organization Montessori Scholarship Organization Northern Arizona Christian School Scholarship Fund Pappas Kids Schoolhouse Foundation School Choice Arizona Tuition Organization for Private Schools White Mountain Tuition Support Foundation Salary 1 $96,000 $49,500 $75,000 $100,000 $50,000 $34,273 $105,000 $62,327 $24,700 $67,600 $21,919 $65,000 $7,420 $3,000 $75,600 $17,160 $60,000 $11,500 Salary 2 $57,960 $30,875 $39,286 $72,000 Salary 3 $39,398 $30,400 $29,846 $3,334 $75,000 $38,347 $72,000 $26,223 $37,100 $33,500 $5,300 $4,500 $37,624 $5,000 $25,000 32 APPENDIX VI CPAs CONDUCTING A SCHOOL TUITION ORGANIZATION AUDIT OR REVIEW IN FISCAL YEAR 2011 Name Addington & Associates Bizz Tax & Accounting C. Wesley Addison CPA Charvoz & Fortino DeVries CPAs of Arizona Eide Bailly Gary J. Wood CPA Hammel, Beal & Lauer Heinfeld, Meech & Co. Henry & Horne Kennedy, Ehrler & Associates Kevin M. Allen CPA Klein & Jorg Liem & Company Michael W. Wilber CPA Monica J. Stern CPA R & A CPAs Rauch, Hermanson & Everroad Regier, Carr & Monroe Richard O. Cranmer CPA Riley & Coy Robert Decker CPA Romek, Sanders & Company Schutte & Hilgendorf Seeley, Mullins & Associates Thomas D. Cervino CPA Tull, Forsberg & Olson Ullmann & Company Victor R. Pereboom CPA W. Bridgeman CPA # of Engagements 2 1 1 1 1 2 1 1 1 1 1 1 1 3 2 5 1 1 1 1 1 1 7 1 1 1 2 5 1 1 33 APPENDIX VII INDIVIDUAL DONATIONS AND SCHOLARSHIPS BY SCHOOL TUITION ORGANIZATION FOR FISCAL YEAR 2011 School Tuition Organization Alternative Schools Scholarship Fund Arizona Adventist Scholarships Arizona Christian School Tuition Organization Arizona Education Scholarship Foundation Arizona Episcopal Schools Foundation Arizona Independent Schools Scholarship Foundation Arizona International Academy Scholarship Fund Arizona Lutheran Scholarship Organization Arizona Native Scholastic Enrichment Resource Foundation Arizona Private Education Scholarship Fund Arizona Scholarship Fund Arizona School Choice Trust Arizona Tuition Organization Arizona Waldorf Scholarship Fund BEST Student Fund Brophy Community Foundation Catholic Tuition Organization of the Diocese of Phoenix Catholic Tuition Support Organization Chabad Tuition Organization Chaparral Mission Scholarship Fund Christ Lutheran School Foundation Christian Scholarship Foundation Christian Scholarship Fund of Arizona Cochise Christian School Tuition Organization Dynamite Montessori Foundation Flagstaff Scholarship Fund Foundation of Lutherans interested in Funding Education # # 23 597 Donation $ $11,731 $376,864 2 344 Scholarship $ $1,600 $368,805 15,142 10 1,175 $10,987,576 $8,600 $706,276 5,327 2 146 $11,257,854 $1,200 $694,564 1,164 $832,713 144 $855,122 125 213 $73,159 $155,213 21 55 $64,458 $136,100 0 $0 16 $11,800 2,161 5,354 810 1,675 282 323 1,556 $1,661,905 $4,098,022 $781,432 $1,222,877 $177,541 $233,340 $1,076,741 557 2,753 455 644 61 66 412 $1,247,878 $3,782,696 $1,156,643 $1,074,685 $169,429 $207,581 $893,885 14,205 7,190 225 0 282 394 457 $9,021,215 $4,180,532 $136,592 $0 $186,178 $230,392 $256,561 5,314 1,363 12 244 70 135 194 $8,821,131 $2,430,729 $20,000 $129,481 $198,767 $192,486 $311,146 631 69 270 $441,726 $54,724 $159,500 318 46 91 $446,540 $48,350 $162,150 78 $51,261 44 $57,319 34 School Tuition Organization Higher Education for Lutheran Program HIGHEReducation School Tuition Organization Institute for Better Education Jewish Education Tax Credit Organization Jewish Tuition Organization Just Friends of Education Life Development Institute Education Foundation Lutheran Education Foundation Montessori Scholarship Organization New Valley Education Partners Northern Arizona Christian School Scholarship Fund Orme Primavera Schools Foundation Pappas Kids Schoolhouse Foundation Pinetop Tuition Support Organization Scholarships for Education Excellence Foundation School Choice Arizona School Tuition Association of Yuma Schools With Heart Foundation Shepherd of the Desert Education Foundation Southern Arizona Foundation for Education Tempe Montessori Parent’s Organization Tuition Organization for Private Schools Valley Lutheran Scholarship Organization White Mountain Tuition Support Foundation Yuma’s Education Scholarship Fund for Kids TOTAL # 1,406 Donation $ $974,042 4 7,983 818 2,352 2 # 546 Scholarship $ $792,081 $2,176 $5,788,404 $556,670 $1,628,631 $1,200 3 2,688 112 361 2 $2,176 $4,545,097 $634,584 $1,553,215 $1,104 14 168 462 533 $11,150 $100,755 $380,164 $390,730 1 59 151 33 $4,000 $117,626 $309,401 $342,364 485 334 331 26 $307,081 $203,848 $213,234 $18,450 197 118 71 10 $304,744 $196,570 $199,050 $12,280 65 220 339 443 $51,755 $138,021 $253,533 $311,720 84 9 145 73 $54,375 $93,897 $206,237 $279,034 254 $157,338 132 $277,657 471 175 2,049 163 $312,594 $125,301 $1,399,222 $91,448 160 21 800 100 $327,608 $41,913 $1,146,809 $87,000 263 $162,953 137 $262,280 916 74,687 $705,509 $51,408,600 463 25,312 $564,586 $47,099,084 35 APPENDIX VIII INDIVIDUAL DONATIONS TO SCHOOL TUITION ORGANIZATION IN THE 2ND HALF OF FISCAL YEAR 2011 AND PRIOR FOUR CALENDAR YEARS ND 2 SCHOOL TUITION ORGANIZATION Alternative Schools Scholarship Fund Arizona Adventist Scholarships Arizona Christian School Tuition Organization Arizona Education Scholarship Foundation Arizona Episcopal Schools Foundation Arizona Independent Schools Scholarship Foundation Arizona International Academy Scholarship Fund Arizona Lutheran Scholarship Organization Arizona Native Scholastic and Enrichment Resources Arizona Private Education Scholarship Fund Arizona Scholarship Fund Arizona School Choice Trust Arizona Tuition Organization Arizona Waldorf Scholarship Fund BEST Student Fund Brophy Community Foundation Carden Schools Scholarship Fund Catholic Tuition Organization of the Diocese of Phoenix Catholic Tuition Support Organization Chabad Tuition Organization Chaparral Mission Scholarship Fund Children’s Scholarship Network of Arizona HALF FY2011 DONATIONS CY2010 DONATIONS CY2009 DONATIONS CY2008 DONATIONS CY2007 DONATIONS $3,931 $62,663 $3,142,431 $4,000 $143,833 $9,000 $364,152 $8,731,007 $5,600 $571,113 $13,350 $422,831 $10,398,811 Not operating $693,618 $16,950 $443,260 $11,554,910 Not operating $950,806 $19,400 $450,302 $11,382,156 Not operating $975,568 $248,298 $40,454 $24,888 $608,665 $35,355 $152,750 $778,033 $44,900 $161,181 $840,860 $64,804 $194,495 $901,628 $60,355 $208,206 $0 $503,635 $740,922 $232,006 $327,606 $54,771 $20,275 $251,554 Not operating $27,975 $1,242,603 $3,558,717 $814,367 $1,008,950 $122,170 $213,065 $845,023 Not operating $38,510 $1,466,020 $5,159,220 $1,022,823 $1,237,877 $141,014 $240,091 $969,744 Not operating $39,275 $1,272,939 $6,160,160 $1,507,633 $1,350,950 $122,642 $208,220 $1,097,582 $0 $48,825 $854,455 $5,415,185 $1,673,607 $1,235,895 $110,872 $216,613 $1,230,757 $800 $2,604,282 $661,535 $0 $0 Not operating $7,874,492 $3,875,764 $138,570 $136,296 Not operating $9,170,855 $4,124,864 $144,369 $147,107 $117,151 $9,783,082 $4,371,392 $142,510 $176,201 $47,060 $10,659,321 $4,657,453 $156,132 $201,984 Not operating 36 ND 2 SCHOOL TUITION ORGANIZATION Christ Lutheran School Foundation Christian Scholarship Foundation Christian Scholarship Fund of Arizona Classical Christian Scholarship Fund Cochise Christian School Tuition Organization Dynamite Montessori Foundation Educare Scholarship Fund Engelhardt/Pappas Foundation Flagstaff Scholarship Fund Foundation for Lutherans Interested in Funding Education Foundation for Montessori Scholarships Higher Education for Lutherans Program HIGHEReducation School Tuition Organization Institute for Better Education Jewish Education Tax Credit Organization Jewish Tuition Organization Just Friends of Education Life Development Institute Education Foundation Lutheran Education Foundation Montessori Centre School Tuition Organization Montessori Scholarship Organization New Valley Education Partners Northern Arizona Christian School Scholarship Fund Orme Primavera Schools Foundation Pappas Kids Schoolhouse Foundation Pinetop Tuition Support Organization Scholarships for Educational Excellence Foundation HALF FY2011 DONATIONS CY2010 DONATIONS CY2009 DONATIONS CY2008 DONATIONS CY2007 DONATIONS $22,982 $73,976 $27,111 Not operating $122,286 $39,916 Not operating Not operating $0 $168,312 $168,044 $236,740 Not operating $346,949 $34,569 Not operating Not operating $159,500 $164,871 $206,027 $300,387 Not operating $351,389 $40,589 Not operating Not operating $201,740 $207,358 $236,862 $408,350 $0 $343,892 $33,325 $10,290 Not operating $235,017 $209.202 $229,242 $472,945 $30,438 $281,696 $20,660 $100,292 $24,950 $242,275 $20,362 Not operating $213,340 $2,176 $1,629,180 $51,853 $132,345 $1,200 $1,150 $5,700 Not operating $124,410 $85,809 $30,900 $38,675 $764,957 Not operating $4,569,953 $540,467 $1,470,555 $900 $11,150 $96,655 Not operating $273,665 $336,312 $47,490 $52,350 $936,844 Not operating $4,803,063 $522,312 $1,591,486 $2,600 $8,600 $120,261 $200 $403,916 $347,661 $53,510 $56,530 $1,145,615 Not operating $4,615,726 $783,157 $1,770,732 Not operating $17,300 $149,663 $77,132 $328,700 $266,851 $65,965 $54,300 $1,208,157 Not operating $3,831,527 $553,839 $2,006,859 Not operating $10,000 $187,205 $74,055 $259,594 $272,157 $106,661 $39,294 $93,794 $4,750 $215,392 $170,854 $177,075 $14,300 $358,314 $196,607 $84,306 $11,950 $300,659 $215,088 $155,789 $18,600 $267,447 $223,070 $90,154 $9,000 $37,533 $58,647 $30,450 Not operating Not operating 37 ND 2 SCHOOL TUITION ORGANIZATION School Choice Arizona School Tuition Association of Yuma Schools With Heart Foundation Shepherd of the Desert Education Foundation Southern Arizona Foundation for Education Tempe Montessori Parent’s Organization Tuition Organization for Private Schools Valley Lutheran Scholarship Organization VVBC Christian Education Fund White Mountain Tuition Support Foundation Yuma’s Education Scholarship Fund for Kids HALF FY2011 DONATIONS CY2010 DONATIONS CY2009 DONATIONS CY2008 DONATIONS CY2007 DONATIONS $19,171 $78,583 $37,125 $12,610 $68,226 $86,835 $406,361 $8,737 Not operating $42,653 $155,238 $134,178 $178,700 $279,245 $149,164 $261,782 $43,840 $1,092,412 $103,918 $16,800 $91,649 $611,607 $128,142 $287,403 $288,385 $129,915 $298,803 $137,219 $1,474,937 $93,485 $23,270 $135,053 $606,758 $180,408 $334,285 $292,203 $138,950 $342,426 $179,800 $1,270,106 $98,265 $28,800 $132,220 $487,389 $71,640 $372,300 $297,572 $117,740 $348,978 $134,185 $1,178,662 $105,850 $32,300 $115,229 $345,970 38 APPENDIX IX SCHOLARSHIPS FROM INDIVIDUAL DONATIONS PAID BY SCHOOL TUITION ORGANIZATION IN THE 2ND HALF OF FISCAL YEAR 2011 AND PRIOR FOUR CALENDAR YEARS CY2010 SCHOLARSHIPS CY2009 SCHOLARSHIPS CY2008 SCHOLARSHIPS CY2007 SCHOLARSHIPS $1,600 $304,824 $9,063,841 $1,200 $173,954 $813,027 $52,235 $6,750 $11,800 $980,808 $2,280,161 $589,176 $844,844 $112,435 $207,581 Not operating $0 Not operating $8,080 $347,758 $9,897,492 $2,700 $628,551 $811,734 $38,513 $152,750 $9,880 $1,359,258 $4,271,061 $952,314 $1,132,152 $126,319 $234,356 Not operating $895,735 Not operating $12,015 $450,872 $10,807,320 Not operating $741,216 $816,769 $49,100 $151,930 $30,180 $1,156,630 $5,501,088 $1,653,143 $1,258,016 $122,214 $202,618 Not operating $966,475 Not operating $14,700 $446,855 $10,964,557 Not operating $1,001,505 $803,743 $58,675 $180,910 $8,600 $779,616 $5,368,203 $2,527,279 $1,234,638 $107,386 $213,284 Not operating $1,319,465 $1,032 $17,460 $493,133 $10,361,814 Not operating $877,468 $841,682 $58,025 $186,828 $9,600 $531,059 $3,768,924 $2,240,963 $1,122,111 $113,909 $230,700 $97,482 $903,476 $1,000 $4,410,566 $178,245 $0 $129,481 $0 $8,821,131 $3,967,009 $154,715 $144,165 $40,519 $9,377,207 $4,330,366 $129,938 $165,677 $116,128 $10,380,028 $4,467,544 $100,000 $197,944 $0 $10,043,334 $4,314,489 $130,000 $204,807 Not operating ND SCHOOL TUITION ORGANIZATION Alternative Schools Scholarship Fund Arizona Adventist Scholarships Arizona Christian School Tuition Organization Arizona Education Scholarship Foundation Arizona Episcopal Schools Foundation Arizona Independent Schools Scholarship Foundation Arizona International Academy Scholarship Fund Arizona Lutheran Scholarship Organization Arizona Native Scholastic Enrichment Resource Fund Arizona Private Education Scholarship Fund Arizona Scholarship Fund Arizona School Choice Trust Arizona Tuition Organization Arizona Waldorf Scholarship Fund BEST Student Fund Bret Reed Freesmeyer Memorial Scholarship Fund Brophy Community Foundation Carden Schools Scholarship Fund Catholic Tuition Organization of the Diocese of Phoenix Catholic Tuition Support Organization Chabad Tuition Organization Chaparral Mission Scholarship Fund Children’s Scholarship Network of Arizona 2 HALF FY2011 SCHOLARSHIPS 39 CY2010 SCHOLARSHIPS CY2009 SCHOLARSHIPS CY2008 SCHOLARSHIPS $198,767 $189,569 $165,380 Not operating $120,829 $24,760 Not operating Not operating $11,500 $149,572 $202,324 $330,432 Not operating $373,204 $47,029 Not operating Not operating $150,650 $164,203 $235,032 $344,097 Not operating $384,342 $25,180 Not operating Not operating $221,325 $169,626 $219,446 $472,698 $10,144 $380,949 $26,295 $96,713 Not operating $179,300 $166.406 $269,165 $539,998 $29,649 $285,668 $21,278 $101,821 $11,092 $182,616 $39,104 Not operating $637,311 $2,176 $3,338,683 $634,584 $621,286 $1,104 $4,000 $0 Not operating $81,444 $164,448 $98,285 $0 $199,050 $0 $44,190 $93,897 $50,186 $39,875 $878,192 Not operating $4,199,210 $675,261 $1,502,760 $3,036 $1,750 $119,300 Not operating $426,272 $240,776 $189,407 $342,945 $121,083 $12,280 $75,165 $113,106 $59,181 $65,380 $1,111,237 Not operating $4,207,154 $532,812 $1,705,941 $0 $41,700 $155,050 $180 $336,612 $284,742 $201,089 $372,254 $287,807 $22,820 $0 $156,153 $67,265 $57,800 $1,170,507 Not operating $3,784,240 $673,780 $2,172,669 Not operating $23,000 $209,218 $77,000 $292,792 $261,000 $212,570 $240,423 $145,572 $8,960 Not operating $65,909 $64,970 $54,800 $1,060,191 Not operating $2,653,342 $526,950 $1,974,694 Not operating $10,000 $267,000 $74,000 $274,253 $246,405 $219,088 $245,597 $42,261 $2,150 Not operating $0 ND SCHOOL TUITION ORGANIZATION Christ Lutheran School Foundation Christian Scholarship Foundation Christian Scholarship Fund of Arizona Classical Christian Scholarship Fund Cochise Christian School Tuition Organization Dynamite Montessori Foundation Educare Scholarship Fund Engelhardt/Pappas Foundation Flagstaff Scholarship Fund Foundation for Lutherans Interested in Funding Education Foundation for Montessori Scholarships Higher Education for Lutherans Program HIGHEReducation School Tuition Organization Institute for Better Education Jewish Education Tax Credit Organization Jewish Tuition Organization Just Friends of Education Life Development Institute Education Foundation Lutheran Education Foundation Montessori Centre School Tuition Organization Montessori Scholarship Organization Northern Arizona Christian School Scholarship Fund Orme Primavera Schools Foundation New Valley Education Partners Pappas Kids Schoolhouse Foundation Pinetop Tuition Support Organization Scholarships for Educational Excellence Foundation School Choice Arizona 2 HALF FY2011 SCHOLARSHIPS CY2007 SCHOLARSHIPS 40 ND SCHOOL TUITION ORGANIZATION School Tuition Association of Yuma Schools With Heart Foundation Shepherd of the Desert Education Foundation Southern Arizona Foundation for Education Tempe Montessori Parent’s Organization Tuition Organization for Private Schools Valley Lutheran Scholarship Organization VVBC Christian Education Fund White Mountain Tuition Support Foundation Yuma’s Education Scholarship Fund for Kids 2 HALF FY2011 SCHOLARSHIPS $38,206 $236,256 $156,782 $132,439 $0 $858,866 $40,000 Not operating $154,810 $346,156 CY2010 SCHOLARSHIPS $164,252 $274,527 $181,750 $343,182 $118,499 $1,203,564 $95,680 $23,979 $111,563 $587,451 CY2009 SCHOLARSHIPS $265,145 $275,121 $183,609 $318,856 $173,400 $1,200,833 $93,000 $33,329 $116,250 $514,526 CY2008 SCHOLARSHIPS $321,962 $302,666 $101,374 $316,190 $128,825 $1,154,783 $120,986 $31,435 $97,495 $435,839 CY2007 SCHOLARSHIPS $346,459 $261,064 $82,460 $353,082 $182,275 $924,722 $125,500 $37,172 $98,460 $278,835 41 APPENDIX X NUMBER OF SCHOOLS AND AVERAGE SCHOLARSHIP FROM INDIVIDUAL DONATIONS BY SCHOOL TUITION ORGANIZATION FOR FISCAL YEAR 2011 School Tuition Organization Alternative Schools Scholarship Fund Arizona Adventist Scholarships Arizona Christian School Tuition Organization Arizona Education Scholarship Foundation Arizona Episcopal Schools Foundation Arizona Independent Schools Scholarship Foundation Arizona International Academy Scholarship Fund Arizona Lutheran Scholarship Organization Arizona Native Scholastic Enrichment Resource Foundation Arizona Private Education Scholarship Fund Arizona Scholarship Fund Arizona School Choice Trust Arizona Tuition Organization Arizona Waldorf Scholarship Fund BEST Student Fund Brophy Community Foundation Catholic Tuition Organization of the Diocese of Phoenix Catholic Tuition Support Organization Chabad Tuition Organization Chaparral Mission Scholarship Fund Christ Lutheran School Foundation Christian Scholarship Foundation Christian Scholarship Fund of Arizona Cochise Christian School Tuition Organization Dynamite Montessori Foundation Flagstaff Scholarship Fund Foundation of Lutherans interested in Funding Education Higher Education for Lutheran Program # of Schools to which Scholarships Were Paid 3 12 126 1 6 3 6 5 Avg. Scholarship Amount $800 $1,066 $2,113 $600 $4,757 $5,938 $3,069 $2,388 3 57 146 100 7 2 2 19 $737 $2,236 $1,733 $2,542 $1,669 $2,778 $3,145 $2,170 40 25 1 3 3 2 13 14 2 2 $1,660 $1,783 $1,667 $531 $2,840 $1,426 $1,604 $1,404 $1,051 $1,782 2 12 $1,303 $1,451 42 School Tuition Organization HIGHEReducation School Tuition Organization Institute for Better Education Jewish Education Tax Credit Organization Jewish Tuition Organization Just Friends of Education Life Development Institute Education Foundation Lutheran Education Foundation Montessori Scholarship Organization New Valley Education Partners Northern Arizona Christian School Scholarship Fund Orme Primavera Schools Foundation Pappas Kids Schoolhouse Foundation Pinetop Tuition Support Organization Scholarships for Education Excellence Foundation School Choice Arizona School Tuition Association of Yuma Schools With Heart Foundation Shepherd of the Desert Education Foundation Southern Arizona Foundation for Education Tempe Montessori Parents Organization Tuition Organization for Private Schools Valley Lutheran Scholarship Organization White Mountain Tuition Support Foundation Yuma’s Education Scholarship Fund for Kids # of Schools to which Scholarships Were Paid 2 125 4 7 1 1 10 13 3 4 2 7 2 1 4 12 3 2 4 1 71 1 3 12 Avg. Scholarship Amount $726 $1,676 $5,666 $4,291 $552 $4,000 $1,994 $2,049 $10,375 $2,478 $3,332 $2,804 $1,228 $735 $13,414 $1,452 $3,822 $2,103 $2,048 $1,996 $1,432 $870 $1,914 $1,595 43 APPENDIX XI NUMBER, AMOUNT OF SCHOLARSHIPS & AVERAGE SCHOLARSHIP RECEIVED BY PRIVATE SCHOOLS FROM INDIVIDUAL TAX CREDIT DONATIONS Private School nd 2 Street School 91st Psalm Christian School Abbie Loveland Tuller School ACCEL Adobe Adventist School Ahwatukee Foothills Montessori School Aldea Montessori School Aleph Bet Kindergarten Al-Huda School All Saints Catholic School All Saints Episcopal Day School American Indian Christian Mission Annunciation Catholic School Apache Baptist Academy Apostolic Faith Center Christian Academy Arcadia Montessori School Arizona Cultural Academy Arizona International Academy Arizona Language Preparatory Arizona Lutheran Academy Arrowhead Christian Academy Ascension Lutheran School Atonement Lutheran School Awakening Seed School Beautiful Savior Academy Beginning School Bella Vista Private School Bethany Christian School (Lake Havasu) Bethany Christian School (Tempe) Bethany Learning Center Bios Christian Academy Black Mountain Science Academy # of Scholarships 20 59 14 200 16 8 26 12 19 25 65 50 36 4 2 7 70 14 2 137 124 49 95 13 25 6 9 9 187 14 150 3 Scholarship $ $40,110 $65,100 $38.513 $43,125 $20,200 $36,044 $54,607 $20,000 $63,267 $90,200 $376,704 $112,516 $73,148 $6,931 $2,813 $25,300 $208,458 $23,950 $4,150 $231,220 $171,409 $102,859 $203,148 $60,755 $30,584 $11,498 $30,608 $6,794 $471,701 $41,316 $236,216 $2,250 Avg. Scholarship $2005 $1,103 $2,751 $216 $1,263 $4,505 $2,100 $1,667 $3,330 $3,608 $5,795 $2,250 $2,032 $1,733 $1,406 $3,614 $2,978 $1,711 $2,075 $1,688 $1,382 $2,099 $2,138 $4,673 $1,223 $1,916 $3,401 $755 $2,522 $2,951 $1,575 $750 44 Private School Blessed Sacrament Kindergarten Bourgade Catholic High School Bridges Preschool & Kindergarten Brophy College Preparatory Calvary Baptist School Calvary Chapel Christian School Calvary Christian Academy Calvary Christian School Camelback Christian School Camelback Desert School Camp Verde United Christian School Carden Christian Academy Central Casas Christian School Casas Ninos School of Montessori Castlehill Country Day School Cave Creek Montessori Chandler Christian School Chaparral Christian Preschool & Kindergarten Chapel Haven West Chapel in the Hill School Christ Church School Christ Lutheran School Christ the King Academy Christ the King Catholic School Christ the Redeemer Lutheran School Christian Academy of Prescott Christ’s Greenfield Lutheran School Chrysalis Academy Community Montessori School Congregation Anshei Israel Esther B. Feldman School Copper Canyon Christian School Cornerstone Christian School/Pusch Ridge Academy Cornerstone Kidz Covenant Child Care Center Creative Castle Preschool & Kindergarten Cross of Glory2Lutheran Elementary School Cross Roads Preschool & Kindergarten Crossroads Community School # of Scholarships 11 463 2 260 22 101 90 39 9 9 57 18 243 1 29 5 75 23 1 32 18 208 8 163 53 116 141 7 5 Scholarship $ $46,151 $723,214 $2,800 $1,141,662 $21,888 $185,925 $196,220 $34,887 $9,324 $25,010 $118,609 $21,046 $411,839 $2,430 $54,342 $25,080 $157,150 $19,017 $12,610 $28,687 $57,267 $454,063 $9,107 $250,426 $69,650 $116,862 $345,962 $15,060 $7,471 Avg. Scholarship $4,196 $1,562 $1,400 $4,391 $995 $1,841 $2,180 $895 $1,036 $2,779 $2,081 $1,169 $1,695 $2,430 $1,874 $5,016 $2,095 $824 $12,610 $896 $3,181 $2,183 $1,138 $1,536 $1,314 $1,007 $2,454 $2,151 $1,494 4 5 635 15 1 4 35 3 2 $17,691 $2,278 $1,483,187 $10,395 $1,380 $7,650 $64,860 $4,230 $2,700 $4,423 $456 $2,336 $693 $1,380 $1,912 $1,853 $1,410 $1,350 45 Private School Dayspring Kindergarten Desert Christian Schools Desert Garden Montessori School Desert Montessori School Desert Quest Private School Desert Shadows Montessori School Desert Sun Child Development Center Desert Valley Christian School Desert View Learning Center Desert Voices Oral Learning Center Dobson Montessori School Dynamite Montessori School East Fork Lutheran School East Valley Jewish Day School El Dorado Private School Emmanuel Christian Academy Emmanuel Evangelical Lutheran School Emmaus Lutheran School Enrichment Academy Ethos School Faith Christian Academy Faith Christian School Faith Community Academy Faith Lutheran School Family Life Academy Family of Christ Learning Center Family of God Lutheran School Fellowship Child Development Center Firm Foundations First Baptist Christian Academy First Southern Christian School Flagstaff Community Christian School Florence Baptist Academy Foundation for Blind Children School Fountain of Life Lutheran School Freedom Christian Academy Freedom Christian School Gateway Academy Gateway Baptist Academy # of Scholarships 35 351 59 3 13 3 17 13 32 2 82 44 31 22 3 40 101 44 1 2 9 54 69 36 108 8 6 4 19 63 55 49 5 3 96 40 4 1 43 Scholarship $ $81,561 $757,935 $97,100 $4,750 $9,427 $15,739 $45,880 $28,504 $113,445 $22,142 $79,959 $50,320 $22,629 $65.170 $8,290 $30,975 $117,736 $64,047 $750 $27,011 $10,016 $81,879 $92,747 $64,722 $165,658 $13,244 $10,122 $13,886 $9,534 $73,968 $89,701 $97,568 $2,866 $57,167 $178,274 $51,037 $6,075 $7,830 $24,190 Avg. Scholarship $2,330 $2,159 $1,646 $1,583 $725 $5,246 $2,699 $2,193 $3,545 $11,071 $926 $1,144 $730 $2,962 $2,763 $774 $1,166 $1,456 $750 $13,505 $1,113 $1,516 $1,344 $1,799 $1,534 $1,655 $1,687 $3,471 $502 $1,174 $1,631 $1,991 $573 $19,056 $1,857 $1,276 $1,519 $7,830 $563 46 Private School Gateway Fellowship Kindergarten Gethsemane Lutheran School Gila Mountain Christian Academy Gilbert Christian Schools Glendale Christian Academy Glenview Adventist Academy Grace Christian Academy Grace Community Christian School Grace Fellowship Academy Grace Lutheran School Graysmark Academy Green Fields Country Day School Guiding Light Christian Educational Center Guiding Light Christian School Hand in Hand Christian School Harvest Christian Academy Harvest Kidz School Heritage Christian Academy Heritage Montessori Holbrook Adventist Indian School Holy Cross Evangelical Lutheran School Holy Trinity Academy Hope Christian Academy Hopi Mission School Imago Dei Middle School Immaculate Conception School Immaculate Heart Academy International Christian Academy International School of Arizona International School of Tucson Ironwood Hills Christian School Jess Schwartz Jewish Community Day School Joanne Todd Christian School Joy Christian School Joyful Beginnings Academy Keystone Montessori Kindergarten Kino Learning Center La Tierra Community School Lamb’s Gate Christian School # of Scholarships 3 111 1 414 59 54 4 195 44 114 3 50 12 8 6 5 2 57 7 31 7 10 57 97 32 78 149 2 15 32 1 91 21 278 19 2 18 5 48 Scholarship $ $5,373 $242,977 $1,000 $947,136 $69,728 $38,077 $1,648 $516,702 $86,750 $123,946 $900 $253,810 $13,277 $21,985 $8,720 $9,535 $2,760 $84,427 $9,475 $9,263 $5,702 $36,249 $125,072 $201,217 $218,917 $84,693 $254,746 $2,815 $50,081 $98,350 $295 $416,140 $26,021 $604,309 $56,428 $5,400 $56,799 $9,365 $88,470 Avg. Scholarship $1,791 $2,189 $1,000 $2,288 $1,182 $705 $412 $2,650 $1,903 $1,087 $300 $5,076 $1,106 $2,748 $1,453 $1,907 $1,380 $1,481 $1,354 $299 $815 $3,626 $2,194 $2,074 $6,841 $1,086 $1,710 $1,408 $3,339 $3,073 $295 $4,573 $1,239 $2,174 $2,970 $2,700 $3,155 $1,873 $1,843 47 Private School Lauren’s Institute for Education Legacy Classical Christian Academy Lestonnac Kindergarten Lexington Academy Lexis Preparatory Life Development Institute Logos Academy Loretto School Lourdes Catholic School Maranatha Christian Academy Maricopa Village Christian School Martin Luther Lutheran School Mesa Christian Academy Millenium Worldwide Academy Mission Montessori in the Desert Mission View Academy Montessori Center School Montessori Christian Academy Montessori Educare Academy Montessori in the Park Montessori International School Montessori Kingdom of Learning Montessori Learning Center Montessori of Surprise Montessori West Preparatory Most Holy Trinity Catholic School Mount Calvary Lutheran School Mountain Christian School Navajo Lutheran Mission Kindergarten Nellie P. Covert School Neurological Music Therapy School New Covenant Child Development Center New Life Christian Academy New Vistas Academy New Way Learning Academy Noah’s Ark Preschool & Kindergarten Nogales Christian Academy North Phoenix Baptist Kindergarten North Valley Christian Academy # of Scholarships 9 52 5 16 9 1 12 86 39 2 5 5 17 3 39 1 9 13 7 10 12 29 1 1 10 100 27 97 15 27 2 12 2 24 24 9 15 12 88 Scholarship $ $42,328 $89,436 $5,000 $56,106 $33,153 $4,000 $28,080 $127,450 $31,434 $920 $3,650 $8,389 $13,142 $7,750 $57,903 $90 $56,204 $21,371 $18,235 $2,090 $17,594 $48,388 $2,160 $1,810 $12,787 $162,625 $54,095 $144,968 $111,135 $29,457 $26,555 $32,053 $1,200 $85,497 $180,285 $17,382 $2,475 $28,737 $207,086 Avg. Scholarship $4,703 $1,720 $1,000 $3,507 $3,687 $4,000 $2,340 $1,482 $806 $460 $730 $1,678 $773 $2,583 $1,485 $90 $6,245 $1,644 $2,605 $209 $1,466 $1,669 $2,160 $1,810 $1,279 $1,626 $2,004 $1,495 $7,409 $1,091 $13,277 $2,671 $600 $3,562 $7,512 $1,931 $165 $2,395 $2,353 48 Private School Northminster Christian School Northwest Christian School Notre Dame College Preparatory Olga and Bob Strauss Center for Early Childhood Education & Kindergarten of Temple Emanu-El Orme School Our Lady of Guadalupe Our Lady of Joy Our Lady of Mt. Carmel School Our Lady of Perpetual Help (Glendale) Our Lady of Perpetual Help (Scottsdale) Our Lady of Sorrows Academy Our Lady of the Lake Our Mother of Sorrow School Our Saviour Lutheran School Outer Limits School Page Christian School Palms Christian School Paradise for Tots Christian Kindergarten Paradise Valley Christian Preparatory Pardes Jewish Day School Parker Apostolic Christian Academy Parkway Children’s School of Excellence Payson Community Christian School Peridot Lutheran Elementary School Phillips Christian School Phoenix Christian Grade School Phoenix Christian Unified Phoenix Christian Unified West Campus Phoenix Country Day School Phoenix Hebrew Academy Phoenix Metro Islamic School Phoenix Rising Free School Pilgrim Lutheran School Pleasant View Christian Elementary School Pope John XXIII Catholic School Prescott Adventist Christian School Primavera School Primrose School at Palm Valley # of Scholarships 23 869 237 1 25 14 16 247 125 230 22 7 202 3 1 4 14 1 270 103 1 2 60 20 1 67 262 71 69 125 61 2 33 3 227 6 36 1 Avg. Scholarship $ Scholarship $60,692 $2,639 $1,322,050 $1,521 $522,750 $2,206 $6,180 $117,000 $37,689 $50,595 $359,867 $136,468 $389,200 $31,711 $27,965 $260,044 $6,310 $450 $9.214 $19,961 $1,997 $524,022 $389,022 $1,275 $828 $100,739 $10,420 $1,423 $134,761 $507,437 $131,681 $287,397 $563,000 $187,114 $2,800 $39,939 $3,825 $322,183 $2,925 $82,095 $7,300 $6,180 $4,680 $2,692 $3,162 $1,457 $1,092 $1,692 $1,441 $3,995 $1,287 $2,103 $450 $2,303 $1,426 $1,997 $1,941 $3,777 $1,275 $414 $1,679 $521 $1,423 $2,011 $1,937 $1,855 $4,165 $4,504 $3,067 $1,400 $1,210 $1,275 $1,419 $487 $2,280 $7,300 49 Private School Providence Classical School Quality Interactive Montessori Queen of Peach School Rainbow Montessori School Rancho Solano Private School (Gilbert) Rancho Solano Private School (Phoenix) Rancho Solano Private School (Scottsdale) Red Mountain Montessori Academy Red Rock Christian School Redeemer Christian Academy Redeemer Lutheran School Resurrection Lutheran Child Development Center Risen Savior Lutheran School River of Life Christian School S.A.R.R.C. Community School Sacred Heart School (Prescott) Sacred Heart School (Tucson) Safford Christian Academy Saguaro Hills Adventist School Sahuarita Christian Academy Salpointe Catholic High School San Francisco de Asis San Miguel Catholic High School San Tan Christian Academy San Xavier Mission School Santa Cruz School Satori Scottsdale Christian Academy Scottsdale United Methodist Co-Op Seton Catholic High School Shalom Montessori Shearim Torah High School Sheila’s Christian Academy “Minds in Motion” Shepherd of the Desert School Sierra Academy of Scottsdale Sonshine Christian School Southwest Christian School Southwestern Christian School Spirit of Hope Montessori # of Scholarships 2 4 81 1 2 1 166 1 10 60 67 16 62 32 10 153 77 17 20 13 384 113 58 12 11 101 32 505 1 427 17 12 3 117 1 6 26 113 4 Scholarship $ $2,291 $8,000 $121,720 $3,855 $8,100 $1,350 $426,205 $5,500 $9,550 $119,355 $124,042 $61,181 $150,186 $35,541 $48,493 $369,693 $70,310 $18,190 $22,279 $36,712 $832,783 $219,097 $57,451 $23,234 $79,883 $159,162 $78,938 $1,073,142 $1,040 $800,193 $70,490 $70,720 $6,588 $229,397 $8,370 $4,347 $29,283 $168,293 $8,930 Avg. Scholarship $1,145 $2,000 $1,503 $3,855 $4,050 $1,350 $2,567 $5,500 $955 $1,989 $1,851 $3,824 $2,422 $1,111 $4,849 $2,416 $913 $1,070 $1,114 $2,824 $2,169 $1,939 $991 $1,936 $7,262 $1,576 $2,467 $2,125 $1,040 $1,874 $4,146 $5,893 $2,196 $1,961 $8,370 $725 $1,126 $1,489 $2,233 50 Private School Ss. Peter & Paul Catholic School Ss. Simon & Jude Catholic School St. Agnes Catholic School St. Ambrose St. Andrew’s Presbyterian Preschool & Kindergarten St. Anthony Catholic School St. Anthony of Padua Catholic School St. Augustine Catholic High School St. Catherine of Sienna St. Charles Mission School St. Cyril School St. Daniel the Prophet Catholic School St. Dominic Savio Academy St. Elizabeth Ann Seton School St. Francis of Assisi School St. Francis Xavier Elementary School St. Gregory Catholic School St. Gregory College Preparatory St. Jerome Catholic School St. John Bosco Catholic School St. John the Evangelist St. John Vianney St. Joseph Catholic Montessori School St. Joseph School St. Louis the King Catholic School St. Luke’s School St. Maria Goretti Kindergarten St. Mark’s Methodist Preschool St. Mark’s Presbyterian School St. Mary Basha Catholic Elementary School St. Mary’s High School St. Matthew Catholic School St. Maximilian Mary Kolbe School St. Michael Indian School St. Michael’s Day School St. Peter Mission School St. Peter’s Episcopal Montessori St. Theresa Catholic School St. Thomas Aquinas # of Scholarships 71 367 185 36 49 151 101 100 197 99 129 51 6 244 75 232 186 102 156 184 63 172 68 103 232 11 31 10 33 319 753 185 48 171 164 136 9 192 217 Scholarship $ $89,014 $435,147 $217,122 $44,020 $72,024 $272,580 $131,111 $221,558 $270,985 $243,400 $259,625 $135,673 $32,500 $351,936 $105,010 $382,612 $277,567 $453,583 $190,357 $349,958 $118,130 $243,236 $161,905 $149,878 $268,837 $37,114 $57,202 $13,091 $23,225 $527,166 $1,172,895 $337,040 $65,342 $242,625 $333,562 $217,355 $5,373 $327,872 $343,745 Avg. Scholarship $1,254 $1,186 $1,174 $1,223 $1,470 $1,805 $1,298 $2,216 $1,376 $2,459 $2,013 $2,660 $5,417 $1,442 $1,400 $1,649 $1,492 $4,447 $1,220 $1,902 $1,875 $1,414 $2,381 $1,455 $1,159 $3,374 $1,845 $1,309 $704 $1,653 $1,558 $1,821 $1,361 $1,419 $2,034 $1,598 $597 $1,708 $1,584 51 Private School St. Thomas the Apostle St. Timothy Catholic Academy St. Vincent de Paul School Summit School of Ahwatukee Sun & Shield Christian Academy Sun Valley Indian School Sunrise Montessori School Tanque Verde Lutheran Preschool & Kindergarten Tempe Montessori Tesseract Private School Foundation The Angel’s Academy The Caepe School The Family School The Goddard School The Learning Pad The Wiser Choice Thunderbird Adventist Academy Tree of Life Christian School Tri-City Christian Academy Trinity Christian School (Chino Valley) Trinity Christian School ( Mesa) Trinity Christian School (Prescott) Trinity Lutheran Elementary School Trinity Preschool & Kindergarten Trinity United Methodist Kindergarten Tucson Hebrew Academy Tucson Jewish Community Center Tucson Waldorf School Valley Baptist School Valley Christian High School Valley Classical Christian Academy Valley Lutheran High School Verde Valley Adventist School Verde Valley Christian School Veritas Academy of Tucson Veritas Christian Community School Victorious Preschool & Kindergarten Ville de Marie Academy Vision Christian Academy # of Scholarships 183 123 339 82 51 9 13 32 24 29 2 17 31 1 8 1 184 2 210 20 83 105 142 8 8 110 6 102 13 265 57 253 83 9 30 118 4 51 23 Scholarship $ $320,031 $253,281 $294,831 $284,340 $38,355 $10,646 $58,381 $79,094 $42,427 $163,379 $4,502 $18,444 $111,674 $1,620 $9,750 $920 $226,522 $5,250 $316,934 $20,667 $93,166 $155,231 $339,505 $16,527 $20,164 $593,118 $32,065 $241,554 $8,790 $943,236 $94,349 $381,207 $143,891 $67,920 $49,028 $164,236 $8,350 $66,478 $22,967 Avg. Scholarship $1,784 $2,059 $870 $3,468 $752 $1,183 $4,491 $2,472 $1,768 $5,634 $2,251 $1,085 $3,602 $1,620 $1,219 $920 $1,231 $2,625 $1,509 $1,033 $1,122 $1,478 $2,391 $2,066 $2,521 $5,392 $5,344 $2,368 $676 $3,559 $1,655 $1,507 $1,734 $7,547 $1,634 $1,392 $2,087 $1,303 $999 52 Private School White Mountain Montessori School Wickenburg Christian Academy Wings on Words Word International Christian School Xavier College Preparatory Yeshiva High School of Arizona Yuma Adventist Christian School Yuma Catholic High School Yuma Lutheran School # of Scholarships 10 49 11 4 501 5 12 139 161 Scholarship $ $12,030 $92,092 $15,861 $7,000 $998,798 $24,480 $16,830 $274,066 $236,409 Avg. Scholarship $1,203 $1,879 $1,442 $1,750 $1,994 $4,896 $1,403 $1,972 $1,469 53 APPENDIX XII SCHOLARSHIPS FROM INDIVIDUAL DONATIONS BY LOCATION OF PRIVATE SCHOOL City/Town Anthem Arizona City Avondale Bapchule Benson Buckeye Bullhead City Bylas Camp Verde Carefree Casa Grande Cave Creek Chandler Chino Valley Clarkdale Cottonwood Douglas Flagstaff Florence Fort Mohave Gilbert Glendale Goodyear Holbrook Kingman Kykotsmovi Lake Havasu City Laveen Litchfield Park Marana Maricopa Mayer Mesa Nogales Oro Valley # 115 4 232 136 4 67 13 4 57 16 113 89 1,508 105 5 152 91 189 5 6 822 1,055 254 31 40 97 121 5 161 51 3 25 760 60 16 Scholarship $ $249,866 $6,075 $354,140 $217,355 $1,648 $106,717 $9,427 $6,931 $118,609 $50,595 $159,191 $156,548 $3,270,377 $155,231 $2,278 $307,219 $132,450 $370,760 $2,866 $10,122 $1,698,152 $1,660,381 $384,307 $9,263 $30,975 $201,217 $250,566 $3,650 $357,665 $38,355 $900 $117,000 $1,165,914 $38,256 $61,181 Avg. Scholarship $2,173 $1,519 $1,526 $1,598 $412 $1,593 $725 $1,733 $2,081 $3,162 $1,409 $1,759 $2,169 $1,478 $456 $2,021 $1,455 $1,962 $573 $1,687 $2,066 $1,574 $1,513 $299 $774 $2,074 $2,071 $730 $2,222 $752 $300 $4,680 $1,534 $638 $3,824 54 City/Town Page Paradise Valley Parker Payson Peoria Peridot Phoenix Pinetop Prescott Queen Creek Red Rock Rock Point Safford Sahuarita San Carlos San Tan Valley Scottsdale Sedona Show Low Sierra Vista Sonoita St. Michaels Sun Valley Surprise Tempe Tucson Whiteriver Wickenburg Willcox Youngtown Yuma # 4 157 3 60 71 20 8,659 10 410 93 3 15 17 13 99 16 1,347 9 298 206 5 171 9 15 983 4,679 31 49 21 2 615 Scholarship $ $9,214 $630,812 $6,525 $100,739 $124,428 $10,420 $15,926,054 $12,030 $711,220 $123,613 $5,252 $111,135 $18,190 $36,712 $243,400 $56,106 $3,067,653 $67,920 $530,064 $328,404 $9,535 $242,625 $10,646 $21,771 $2,122,962 $9,794,268 $22,629 $92,092 $26,021 $2,813 $926,659 Avg. Scholarship $2,304 $4,018 $2,175 $1,679 $1,753 $521 $1,839 $1,203 $1,735 $1,329 $1,751 $7,409 $1,070 $2,824 $2,459 $3,507 $2,277 $7,547 $1,779 $1,594 $1,907 $1,419 $1,183 $1,451 $2,160 $2,093 $730 $1,879 $1,239 $1,407 $1,507 55 APPENDIX XIII LOW-INCOME STUDENT CORPORATE DONATIONS TO SCHOOL TUITION ORGANIZATIONS IN THE 2ND HALF OF FISCAL YEAR 2011 AND IN THE PRIOR FOUR CALENDAR YEARS ND 2 SCHOOL TUITION ORGANIZATION Arizona Episcopal Schools Foundation Arizona Independent Schools Scholarship Foundation Arizona Private Education Scholarship Fund Arizona Scholarship Fund Arizona School Choice Trust Brophy Community Foundation Catholic Tuition Organization of the Diocese of Phoenix Catholic Tuition Support Organization Children’s Scholarship Network of Arizona Christian Scholarship Foundation Christian Scholarship Fund of Arizona Flagstaff Scholarship Fund Foundation for Corporate Tax Credits Independent Schools Corporate Tax Foundation Institute for Better Education Jewish Education Tax Credit Organization Jewish Tuition Organization Northern Arizona Christian School Scholarship Fund Pappas Kids Schoolhouse Foundation School Choice Arizona School Tuition Association of Yuma Tuition Organization for Private Schools Valley Lutheran Scholarship Organization HALF FY2011 DONATIONS CY2010 DONATIONS CY2009 DONATIONS CY2008 DONATIONS CY2007 DONATIONS $0 $10,000 $50,000 $0 $0 $225,000 $928,926 $189,177 $0 $0 $0 $0 $195,000 $195,000 $101,200 $0 $0 $0 $0 $191,000 $40,000 $76,500 $100,000 $25,500 $820,000 $4,000 $0 $650,000 $1,091,000 $3,066,396 $2,370,428 $0 $0 $0 $0 Not operating Not operating $903,833 $0 $0 $0 $0 $2,012,500 $30,000 $150,000 $0 $25,000 $965,053 $10,000 $26,000 $570,000 $555,000 $1,666,627 $1,445,604 $155,000 $10,000 $0 $10,000 Not operating Not operating $423,000 $25,000 $0 $60,000 $0 $1,164,000 $16,500 $158,500 $0 $200,000 $0 $0 $0 $802,000 $942,200 $1,239,000 $2,884,321 $175,000 $30,000 $25,000 $1,012,000 Not operating Not operating $298,000 $200,000 $110,600 $0 $0 $728,000 $19,000 $457,000 $0 $225,000 $0 $5,000 $26,000 $2,100,000 $2,996,700 $2,420,700 $2,405,000 $0 $0 $25,000 $260,000 Not operating Not operating $230,000 $225,000 $25,000 $10,000 $50,000 $3,209,000 $40,600 $5,000 $0 56 APPENDIX XIV LOW-INCOME STUDENT CORPORATE SCHOLARSHIPS BY SCHOOL TUITION ORGANIZATION IN THE 2ND HALF OF FISCAL YEAR 2011 AND IN THE FOUR PRIOR CALENDAR YEARS ND 2 SCHOOL TUITION ORGANIZATION Arizona Episcopal Schools Foundation Arizona Independent Schools Scholarship Foundation Arizona Private Education Scholarship Fund Arizona Scholarship Fund Arizona School Choice Trust Brophy Community Foundation Catholic Tuition Organization of the Diocese of Phoenix Catholic Tuition Support Organization Chaparral Mission Scholarship Fund Children’s Scholarship Network of Arizona Christian Scholarship Foundation Christian Scholarship Fund of Arizona Cochise Christian School Tuition Organization Corporate Tax Foundation Flagstaff Scholarship Fund Foundation for Corporate Tax Credits Independent Schools Corporate Tax Foundation Institute for Better Education Jewish Education Tax Credit Organization Jewish Tuition Organization New Valley Education Partners Northern Arizona Christian School Scholarship Fund Pappas Kids Schoolhouse Foundation School Choice Arizona HALF FY2011 DONATIONS CY2010 DONATIONS CY2009 DONATIONS CY2008 DONATIONS CY2007 DONATIONS $0 $222,105 $0 $0 $318,508 $8,900 $137,277 $242,200 $9,000 $30,066 $696,161 $1,397,995 $186,000 $87,300 $0 $11,659 $1,222,782 $606,675 $225,000 $0 $4,500 $4,625 $1,061,721 $285,150 $144,500 $0 $0 $450 $860,029 $240,996 $993,900 $318,240 $0 $0 $11,226 $0 $0 $44,365 $190,269 $163,705 $174,305 $300,402 $167,895 $0 $0 $0 $0 $439,900 $1,987,799 $2,278,486 $0 $0 $16,960 $0 $9,140 Not operating $324,050 Not operating Not operating $487,074 $159,800 $0 $0 $3,208 $25,680 $1,060,231 $1,353,525 $2,075,708 $0 $197,638 $12,088 $6,000 $48,930 Not operating $429,928 Not operating Not operating $213,893 $71,908 $99,792 $0 $59,317 $0 $955,690 $2,808,694 $1,578,543 $0 $125,800 $0 $27,028 $26,050 Not operating $245,350 Not operating Not operating $218,739 $67,670 $22,500 $0 $10,000 $29,663 $717,637 $1,270,298 $971,309 $3,000 $0 $24,336 $17,079 $21,300 Not operating $126,423 Not operating Not operating $47,795 $37,395 $0 $5,000 $0 $5,031 $792,223 57 ND 2 SCHOOL TUITION ORGANIZATION School Tuition Association of Yuma Tuition Organization for Private Schools HALF FY2011 DONATIONS CY2010 DONATIONS CY2009 DONATIONS CY2008 DONATIONS CY2007 DONATIONS $7,966 $18,000 $29,375 $365,563 $20,250 $190,742 $34,527 $122,442 $11,759 $18,900 58 APPENDIX XV NUMBER, AMOUNT OF SCHOLARSHIPS & AVERAGE SCHOLARSHIP RECEIVED BY PRIVATE SCHOOLS FROM LOW-INCOME STUDENT CORPORATE TAX CREDIT DONATIONS Private School nd 2 Street School 91st Psalm Christian School Abbie Loveland Tuller School All Saints Episcopal Day School Annunciation Catholic School Arizona Cultural Academy Arizona Language Preparatory Arizona Lutheran Academy Arrowhead Christian Academy Ascension Lutheran School Atonement Lutheran School Bethany Christian School (Lake Havasu) Bethany Christian School (Tempe) Bios Christian Academy Blessed Sacrament Kindergarten Bourgade Catholic High School Brophy College Preparatory Calvary Baptist School Calvary Chapel Christian School Calvary Christian Academy Calvary Christian School Carden Christian Academy Central Casas Christian School Castlehill Country Day School Chandler Christian School Chapel in the Hill School Christ Lutheran School Christ the King Catholic School Christ the Redeemer Lutheran School Christian Academy of Prescott Christ’s Greenfield Lutheran School Congregation Anshei Israel Esther B. Feldman School # of Scholarships 3 25 2 7 3 6 3 5 30 1 3 2 1 5 2 56 87 4 21 16 5 7 9 2 2 7 9 34 2 13 9 Scholarship $ $6,050 $46,614 $7,667 $27,625 $15 $11,263 $4,950 $10,500 $57,200 $1,000 $7,246 $5,500 $4,000 $15,000 $10 $140,929 $487,125 $1,000 $30,075 $30,192 $9,600 $7,400 $195 $3,000 $2,500 $7,869 $9,000 $3,298 $2,001 $18,063 $20,200 Avg. Scholarship $2,017 $1,865 $3,833 $3,946 $5 $1,877 $1,650 $2,100 $1,907 $1,000 $2,415 $2,750 $4,000 $3,000 $5 $2,517 $5,599 $250 $1,432 $1,887 $1,920 $1,057 $22 $1,500 $1,250 $1,124 $1,000 $97 $1,001 $1,389 $2,244 1 $4,800 $4,800 59 Private School Cornerstone Christian School/Pusch Ridge Academy Creative Castle Preschool & Kindergarten Cross of Glory Lutheran Elementary School Desert Christian Schools Desert Quest Private School East Valley Jewish Day School Emmanuel Christian Academy Emmanuel Evangelical Lutheran School Enrichment Academy Faith Christian Academy Faith Christian School Faith Community Academy Faith Lutheran School Family Life Academy Family of God Lutheran School First Baptist Christian Academy First Southern Christian School Flagstaff Community Christian School Florence Baptist Academy Fountain of Life Lutheran School Freedom Christian Academy Gateway Baptist Academy Gethsemane Lutheran School Gilbert Christian Schools Glendale Christian Academy Gospel Light Christian Academy Grace Community Christian School Grace Fellowship Academy Graysmark Academy Green Fields Country Day School Guiding Light Christian Educational Center Hopi Mission School Imago Dei Middle School Immaculate Conception School Immaculate Heart Academy International School of Tucson Joy Community School Lamb’s Gate Christian School # of Scholarships Scholarship $ Avg. Scholarship 17 1 2 38 1 1 9 1 2 1 2 10 8 1 1 1 7 127 2 4 24 4 1 18 3 1 1 11 1 13 6 28 60 24 30 4 153 1 $33,375 $3,500 $5,617 $117,829 $1,000 $3,500 $4,800 $500 $100 $1,500 $4,000 $12,295 $7,000 $50 $1,928 $500 $14,000 $477,519 $3,000 $4,550 $56,050 $5,500 $2,375 $43,000 $4,725 $425 $2,000 $27,800 $2,000 $62,400 $15,000 $37,250 $169,682 $31,500 $73,200 $3,025 $354,083 $2,138 $1,963 $3,500 $2,809 $3,101 $1,000 $3,500 $533 $500 $50 $1,500 $2,000 $1,229 $875 $50 $1,928 $500 $2,000 $3,760 $1,500 $1,137 $2,335 $1,375 $2,375 $2,389 $1,575 $425 $2,000 $2,527 $2,000 $4,800 $2,500 $1,330 $2,828 $1,313 $2,440 $756 $2,314 $2,138 60 Private School Lauren’s Institute for Education Loretto School Lourdes Catholic School Mesa Christian Academy Millenium Worldwide Academy Most Holy Trinity Catholic School Mountain Christian School New Life Christian Academy New Way Learning Academy North Valley Christian Academy Northminster Christian School Northwest Christian School Notre Dame College Preparatory Olga and Bob Strauss Center for Early Childhood Education & Kindergarten of Temple Emanu-El Our Lady of Guadalupe Our Lady of Joy Our Lady of Mt. Carmel School Our Lady of Perpetual Help (Glendale) Our Lady of Perpetual Help (Scottsdale) Our Lady of Sorrows Academy Our Lady of the Lake Our Mother of Sorrow School Our Saviour Lutheran School Page Christian School Palms Christian School Paradise Valley Christian Preparatory Pardes Jewish Day School Payson Community Christian School Phoenix Christian Grade School Phoenix Christian Unified Phoenix Christian Unified West Campus Phoenix Country Day School Phoenix Metro Islamic School Pope John XXIII Catholic School Primavera School Queen of Peace School Redeemer Christian Academy Redeemer Lutheran School # of Scholarships 4 48 19 1 11 45 22 1 1 6 5 28 15 Scholarship $ $18,400 $54,200 $35,466 $2,625 $33,750 $45,810 $23,340 $50 $4,600 $10,525 $12,440 $77,357 $88,500 Avg. Scholarship $4,600 $1,129 $1,867 $2,625 $3,068 $1,018 $1,061 $50 $4,600 $1,754 $2,488 $2,763 $5,900 1 4 3 53 53 26 7 7 35 1 1 1 18 4 12 3 57 15 90 18 19 1 25 1 5 $4,800 $20 $810 $36,940 $51,925 $26,240 $8,913 $35 $46,857 $50 $2,500 $100 $41,925 $13,350 $26,000 $5,600 $185,310 $29,218 $463,215 $59,500 $10,958 $1,000 $9,838 $2,246 $3,100 $4,800 $5 $270 $697 $980 $1,009 $1,273 $5 $1,339 $50 $2,500 $100 $2,329 $3,337 $2,167 $1,867 $3,251 $1,948 $5,147 $3,306 $577 $1,000 $394 $2,246 $620 61 Private School Resurrection Lutheran Child Development Center River of Life Christian School Sacred Heart School (Prescott) Sacred Heart School (Tucson) Sahuarita Christian Academy Salpointe Catholic High School San Francisco de Asis San Miguel Catholic High School San Xavier Mission School Santa Cruz School Scottsdale Christian Academy Seton Catholic High School Shalom Montessori Shepherd of the Desert School Southwest Christian School Southwestern Christian School Ss. Peter & Paul Catholic School Ss. Simon & Jude Catholic School St. Agnes Catholic School St. Ambrose St. Andrew’s Presbyterian Preschool & Kindergarten St. Anthony Catholic School St. Anthony of Padua Catholic School St. Augustine Catholic High School St. Catherine of Sienna St. Cyril School St. Daniel the Prophet Catholic School St. Elizabeth Ann Seton School St. Francis of Assisi School St. Francis Xavier Elementary School St. Gregory Catholic School St. Gregory College Preparatory St. Jerome Catholic School St. John Bosco Catholic School St. John the Evangelist St. John Vianney St. Joseph Catholic Montessori School St. Joseph School # of Scholarships Scholarship $ Avg. Scholarship 1 4 40 16 19 44 33 205 6 69 25 24 10 5 4 7 19 93 67 88 $4,500 $5,200 $39,105 $47,040 $74,675 $113,418 $59,045 $355,920 $27,000 $52,916 $64,900 $56,568 $28,000 $2,825 $9,000 $4,738 $30,027 $114,247 $59,226 $134,275 $4,500 $1,300 $978 $2,940 $3,930 $2,578 $1,789 $1,736 $4,500 $767 $2,596 $2,357 $2,800 $565 $2,250 $677 $1,580 $1,228 $884 $1,526 5 26 39 43 63 25 14 23 18 97 79 83 75 29 47 34 40 55 $2,800 $45,300 $38,395 $228,350 $65,890 $67,910 $800 $52,769 $47,945 $122,427 $78,280 $354,115 $105,895 $28,945 $72,680 $30,288 $82,363 $80,110 $560 $1,742 $984 $5,310 $1,046 $2,716 $57 $2,294 $2,664 $1,262 $991 $4,266 $1,412 $998 $1,546 $891 $2,059 $1,457 62 Private School St. Louis the King Catholic School St. Maria Goretti Kindergarten St. Mark’s Methodist Preschool St. Mary Basha Catholic Elementary School St. Mary’s High School St. Matthew Catholic School St. Maximilian Mary Kolbe School St. Michael Indian School St. Michael’s Day School St. Peter Mission School St. Theresa Catholic School St. Thomas Aquinas St. Thomas the Apostle St. Timothy Catholic Academy St. Vincent de Paul School Summit School of Ahwatukee Sun & Shield Christian Academy Sun Valley Indian School Tanque Verde Lutheran Preschool & Kindergarten Tempe Montessori The Angel’s Academy The Caepe School Thunderbird Adventist Academy Tri-City Christian Academy Trinity Christian School (Chino Valley) Trinity Christian School (Prescott) Trinity Lutheran Elementary School Trinity United Methodist Kindergarten Tucson Community School Tucson Hebrew Academy Tucson Jewish Community Center Tucson Waldorf School Valley Christian High School Valley Classical Christian Academy Verde Valley Christian School Veritas Academy of Tucson Veritas Christian Community School Victorious Preschool & Kindergarten # of Scholarships 132 8 2 43 185 71 5 73 11 70 28 25 33 37 123 2 3 1 Scholarship $ $143,795 $3,660 $1,550 $22,438 $828,605 $56,105 $7,868 $27,910 $33,056 $76,199 $24,511 $3,055 $7,430 $185 $91,505 $1,500 $2,050 $2,000 Avg. Scholarship $1,089 $457 $775 $522 $4,479 $790 $1,574 $382 $3,005 $1,089 $875 $122 $225 $5 $744 $750 $683 $2,000 7 2 3 5 1 21 11 4 2 2 3 28 5 2 53 1 5 1 17 2 $7,170 $6,500 $150 $17,420 $500 $41,216 $9,053 $10,400 $4,000 $4,453 $3,000 $262,000 $23,895 $7,000 $138,500 $3,500 $5,378 $25 $37,478 $1,000 $1,024 $3,250 $50 $3,484 $500 $1,963 $823 $2,600 $2,000 $2,227 $1,000 $9,357 $4,779 $3,500 $2,613 $3,500 $1,076 $25 $2,205 $500 63 Private School Vision Christian Academy Wickenburg Christian Academy Word International Christian School Xavier College Preparatory Yuma Catholic High School Yuma Lutheran School # of Scholarships 5 12 1 48 48 29 Scholarship $ $8,628 $24,767 $2,900 $167,503 $239,211 $34,841 Avg. Scholarship $1,726 $2,064 $2,900 $3,490 $4,984 $1,201 64 APPENDIX XVI SCHOLARSHIPS FROM LOW-INCOME STUDENT CORPORATE DONATIONS BY LOCATION OF PRIVATE SCHOOL City/Town Anthem Avondale Bapchule Buckeye Carefree Cave Creek Chandler Chino Valley Cottonwood Douglas Flagstaff Florence Fort Mohave Gilbert Glendale Goodyear Higley Kingman Kykotsmovi Lake Havasu City Litchfield Park Marana Maricopa Mesa Nogales Oro Valley Page Payson Peoria Phoenix Prescott Queen Creek Red Rock Sahuarita # 12 25 70 16 3 3 144 11 45 48 160 2 2 35 243 49 5 9 28 32 2 3 1 103 19 2 1 12 2 1,535 58 33 5 19 Scholarship $ $31,445 $3,055 $76,199 $36,428 $810 $15 $264,722 $9,053 $87,741 $54,200 $536,564 $3,000 $2,928 $87,100 $478,079 $59,506 $15,000 $4,800 $37,250 $50,777 $4,000 $2,050 $2,000 $29,117 $35,466 $5,500 $2,500 $26,000 $5,617 $3,137,607 $68,568 $65,670 $250 $74,675 Avg. Scholarship $2,620 $122 $1,089 $2,277 $270 $5 $1,838 $823 $1,950 $1,129 $3,354 $1,500 $1,464 $2,489 $1,967 $1,214 $5,000 $533 $1,330 $1,587 $2,000 $683 $2,000 $283 $1,867 $2,750 $2,500 $2,167 $2,809 $2,044 $1,182 $1,990 $50 $3,930 65 City/Town Scottsdale Show Low Sierra Vista St. Michaels Sun Valley Surprise Tempe Tucson Wickenburg Yuma # 101 48 18 73 1 1 75 1,263 12 82 Scholarship $ $166,093 $68,640 $37,978 $27,910 $2,000 $100 $105,315 $3,339,394 $24,767 $120,024 Avg. Scholarship $1,644 $1,430 $2,110 $382 $2,000 $100 $1,404 $2,644 $2,064 $1,464 66 APPENDIX XVII DISABLED/DISPLACED STUDENT CORPORATE DONATIONS TO SCHOOL TUITION ORGANIZATIONS IN THE 2ND HALF OF FISCAL YEAR 2011, WITH PRIOR CALENDAR YEAR DONATIONS School Tuition Organization Arizona School Choice Trust Institute for Better Education New Valley Education Partners School Choice Arizona Tuition Organization for Private Schools 2nd Half of Fiscal Year Calendar Year 2010 2011 Disabled/Displaced Disabled/Displaced Student Corporate Student Corporate Donations Donations Calendar Year 2009 Disabled/Displaced Student Corporate Donations $0 $118,000 $90,000 $185,000 $200,000 $75,000 $110,000 $75,000 $175,000 $25,000 $200,000 $0 $400,000 $438,880 $416,000 67 APPENDIX XVIII SCHOLARSHIPS FROM DISABLED/DISPLACED STUDENT CORPORATE DONATIONS BY SCHOOL TUITION ORGANIZATIONS IN THE 2ND HALF OF FISCAL YEAR 2011, WITH PRIOR CALENDAR YEAR DONATIONS School Tuition Organization Arizona Corporate Scholarship Fund Arizona School Choice Trust Catholic Tuition Support Organization Institute for Better Education New Valley Education Partners School Choice Arizona School Tuition Association of Yuma Tuition Organization for Private Schools 2nd Half of Fiscal Year 2011 Disabled/Displaced Student Scholarships Calendar Year 2010 Disabled/Displaced Student Scholarships Calendar Year 2009 Disabled/Displaced Student Scholarships $0 $65015 $0 $9,936 $20,380 $90,000 $0 $0 $129,33813 $41,370 $73,055 $32,939 $3,414 $13,792 $245,045 $0 $0 $0 $0 $50013 $75013 $0 $375,794 $372,309 15 This scholarship was made from corporate donations for the low-income student corporate credit, as allowed by law in the first year of the program. 68 APPENDIX XIX NUMBER, AMOUNT OF SCHOLARSHIPS & AVERAGE SCHOLARSHIP RECEIVED BY PRIVATE SCHOOLS FROM DISABLED-DISPLACED CORPORATE TAX CREDIT DONATIONS Private School Abbie Loveland Tuller School Arrowhead Christian Academy Ascension Lutheran School Bethany Christian School (Lake Havasu City) Bethany Christian School (Tempe) Bourgade Catholic High School Brophy College Preparatory Carden Christian Academy Central Casas Christian School Chapel Haven West Christian Academy of Prescott Chrysalis Academy Desert Christian School Desert Quest Foundation for the Blind School Gateway Academy Graysmark Academy Immaculate Heart Academy Immaculate Heart High School International School of Tucson Ironwoods Hill School Joy Christian School Kino Learning Center Lamb's Gate School Lauren's Institute for Education Mountain Christian School New Way Learning Academy Northwest Christian School Our Mother of Sorrows School Phoenix Christian Unified School # of Scholarships 2 3 1 Scholarship $ $2,000 $10,211 $1,000 Avg. Scholarship $1,000 $3,404 $1,000 1 1 1 2 1 2 1 1 1 7 1 1 1 1 2 1 1 1 1 2 1 16 1 25 4 3 3 $1,100 $1,200 $2,000 $4,280 $1,000 $1,000 $2,000 $3,582 $20,737 $25,640 $1,000 $11,512 $2,000 $20,560 $1,000 $250 $1,000 $1,100 $1,500 $5,565 $1,000 $267,833 $1,000 $97,822 $14,593 $2,250 $1,500 $1,100 $1,200 $2,000 $2,140 $1,000 $500 $2,000 $3,582 $20,737 $3,663 $1,000 $11,512 $2,000 $20,560 $500 $250 $1,000 $1,100 $1,500 $2,783 $1,000 $16,740 $1,000 $3,913 $3,648 $750 $500 69 Private School Redeemer Lutheran School Salpointe Catholic High School St. Augustine Catholic High School St. Cyril's Catholic School St. Dominic Savio Academy St. Gregory College Preparatory St. Joseph Catholic School (Cottonwood) St. Joseph Catholic School (Tucson) St. Mary's Catholic High School St. Michael's Sun & Shield Christian Academy Tucson Waldorf School Valley Christian High Verde Valley Christian School # of Scholarships 1 3 2 2 1 2 Scholarship $ $1,000 $4,500 $1,250 $2,000 $19,872 $1,000 Avg. Scholarship $1,000 $1,500 $625 $1,000 $19,872 $500 5 $2,500 $500 1 1 2 1 2 1 3 $750 $1,000 $2,750 $500 $3,200 $3,200 $10,271 $750 $1,000 $1,375 $500 $1,600 $3,200 $3,424 70 APPENDIX XX ESTIMATED AMOUNT OF SCHOLARSHIPS RECEIVED BY PRIVATE SCHOOLS FROM EACH PRIVATE SCHOOL TUITION ORGANIZATION PROGRAM FROM THE BEGINNING OF EACH PROGRAM Private School nd 2 Street School 91st Psalm Christian School A Child’s View Abbie Loveland Tuller School Abiding Savior School Academy of Destiny Adobe Adventist School Adobe Montessori School Ahwatukee Foothills Montessori School Ajo Calvary Christian Academy Aldea Montessori School Aleph Bet Kindergarten Alethia Academy Al-Huda School All Saints Episcopal Day School Alpha Omega Academy American Christian Academy American Indian Christian Mission Anderson Adventist Elementary School Angels in Training Learning Center Annunciation Catholic School Apache Baptist Academy Apostolic Faith Center Christian Academy Arcadia Christian School Arcadia Montessori School Arizona Community Childhood Academy Arizona Cultural Academy Arizona International Academy Arizona Language Preparatory Arizona Lutheran Academy Scholarships from Individual Donations Scholarships from Low-Income Student Donations Scholarships from Disabled/Displaced Student Donations $132,491 $720,704 $5,676 $683,297 $140,275 $17,881 $133,460 $14,172 $65,614 $4,957 $245,429 $57,500 $174,678 $418,695 $2,640,698 $20,043 $3,420 $1,222,381 $4,593 $8,977 $117,057 $10,791 $95,093 $125,214 $76,245 $14,203 $1,661,821 $298,996 $4,637 $2,689,678 $6,119 $285,781 $0 $388,000 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $38,863 $0 $0 $3,700 $0 $0 $1,023 $0 $17,876 $0 $0 $0 $155,248 $0 $4,972 $70,076 $0 $0 $0 $6,000 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 71 Private School Armstrong Academy Arrowhead Christian Academy Arrowhead Montessori School ASCEND Ascension Lutheran School Atonement Lutheran School Avondale Montessori Awakening Seed School Bake to Basics Christian School Barness Family Jewish Community Center Day School Beautiful Savior Academy Begin To Dream Christian Academy Bella Vista Private School Berean Christian Academy Beth El Center for Early Childhood Education Bethany Christian School (Lake Havasu) Bethany Christian School (Tempe) Bethany Learning Center Bios Christian Academy Black Mountain Science Academy Blessed Sacrament Kindergarten Bourgade Catholic High School Boys Hope/Girls Hope Bridges Preschool & Kindergarten (Gilbert) Bridges Preschool & Kindergarten (Mesa) Brophy College Preparatory Brown Road Christian Academy Calvary Baptist School Calvary Chapel Christian School Calvary Christian Academy (LHC) Calvary Christian Academy (Tempe) Calvary Christian School Camelback Christian School Camelback Desert School Camp Verde United Christian School Scholarships from Individual Donations Scholarships from Low-Income Student Donations Scholarships from Disabled/Displaced Student Donations $214,067 $1,161,315 $4,450 $6,000 $913,676 $816,359 $3,668 $648,676 $892 $0 $214,486 $0 $3,500 $1,011 $56,909 $0 $0 $0 $0 $20,801 $0 $0 $4,630 $0 $0 $0 $0 $465,164 $236,348 $450 $208,252 $141,146 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $119,138 $85,812 $3,944,632 $498,908 $516,699 $2,249 $380,115 $6,990,069 $13,551 $0 $8,500 $13,920 $0 $23,430 $0 $7,905 $526,422 $0 $0 $2,000 $3,700 $0 $20 $0 $0 $3,000 $0 $2,879 $5,425 $10,175,902 $7,322 $188,668 $1,009,339 $1,381,836 $364,367 $241,643 $68,415 $182,741 $833,927 $0 $0 $1,134,376 $0 $12,620 $156,384 $148,823 $0 $90,710 $0 $0 $0 $0 $0 $4,280 $0 $0 $0 $0 $0 $0 $0 $0 $0 72 Private School Canyon State Academy Carden Christian Academy Central Carden of the Peaks Casas Adobe Christian School Casas Christian School Casas Ninos School of Montessori Castlehill Country Day School Cathedral Christian Academy Cathedral of Praise Christian School Cave Creek Montessori Central Christian Academy Chandler Christian School Chaparral Christian Preschool & Kindergarten Chapel Haven West Chapel in the Hill School Chinle Adventist Elementary Christ Church School Christ Lutheran School Christ the King Academy (Phoenix) Christ the King Catholic School (Mesa) Christ the Redeemer Lutheran School Christ’s Community Christian Academy Christ’s Greenfield Lutheran School Christian Academy of Prescott Christian Challenge Academy Chrysalis Academy Colossal Cave Learning Center Community Christian School Community Montessori School Concordia Lutheran Schools Congregation Anshei Israel Esther B. Feldman School Copper Canyon Christian School Cornerstone Christian Academy (Chandler) Cornerstone Christian Academy (Cottonwood) Scholarships from Individual Donations Scholarships from Low-Income Student Donations Scholarships from Disabled/Displaced Student Donations $13,523 $261,582 $51,510 $36,103 $4,294,887 $14,943 $726,462 $723,275 $36,270 $101,098 $128,978 $1,348,681 $0 $22,101 $0 $0 $54,413 $0 $2,534 $0 $10,780 $0 $0 $4,000 $0 $2,750 $0 $0 $8,000 $0 $0 $0 $0 $0 $0 $0 $115,567 $27,823 $253,326 $4,581 $207,801 $2,873,945 $65,446 $2,129,378 $717,745 $165,828 $2,680,791 $1,302,535 $2,314 $46,552 $600 $10,335 $130,379 $156,346 $0 $0 $17,356 $0 $0 $23,329 $1,763 $84,588 $18,883 $0 $66,370 $35,245 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $9,174 $0 $43,944 $0 $0 $0 $0 $102,941 $4,841 $18,008 $0 $0 $0 $720 $0 $0 $139,565 $0 $0 73 Private School Cornerstone Christian Academy (Goodyear) Cornerstone Christian School & Pusch Ridge Academy Cornerstone Christian School (Mesa) Cornerstone Kidz Covenant Christian School Covenant of Faith School Creative Castle Preschool & Kindergarten Cross of Christ Christian School (North Valley Christian Academy) Cross of Glory Lutheran Elementary School Cross Roads Preschool & Kindergarten Crossroads Christian Academy Crossroads Community School (Hope Christian Academy) David Ricardo School Dayspring Kindergarten Desert Christian Schools Desert Garden Montessori School Desert Hills Christian Academy Desert Life Academy Desert Marigold School Desert Montessori School Desert Quest Private School Desert Shadows Montessori School Desert Sky Montessori Desert Springs Christian Kindergarten Desert Sun Child Development Center Desert Valley Christian School Desert View Learning Center Desert Voices Oral Learning Center Desert Willow Educational Services Dobson Montessori School Dove Christian School Dynamite Montessori School Early Light Academy Scholarships from Individual Donations Scholarships from Low-Income Student Donations Scholarships from Disabled/Displaced Student Donations $1,000 $0 $0 $9,078,306 $144,033 $19,190 $16,793 $3,055 $26,875 $191,809 $0 $0 $0 $0 $3,500 $110 $0 $0 $0 $0 $0 $732,840 $21,208 $0 $231,641 $12,923 $5,146 $5,617 $0 $0 $0 $0 $0 $1,410,771 $11,060 $653,085 $6,445,198 $802,430 $6,703 $1,463 $44,611 $15,628 $12,904 $65,567 $10,933 $238,640 $290,445 $208,113 $895,618 $328,548 $11,746 $662,665 $285,598 $199,399 $4,900 $9,310 $0 $0 $368,379 $0 $0 $0 $0 $0 $1,511 $0 $0 $0 $0 $0 $0 $0 $0 $10,706 $875 $0 $0 $0 $0 $0 $42,697 $0 $0 $0 $0 $0 $1,000 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 74 Private School East Fork Lutheran School East Valley Christian Academy East Valley Jewish Day School Eastside Christian School Educational Special Needs Services El Dorado Private School Emmanuel Christian Academy Emmanuel Evangelical Lutheran School Emmaus Lutheran School Enchanted Desert School Enrichment Academy Ethos School Experimental Schools Corp of AZ Faith Baptist School Faith Christian Academy (Fountain Hills) Faith Christian Academy (Tucson) Faith Christian Academy (Williams) Faith Christian School Faith Community Academy Faith Life Christian Academy Faith Lutheran School (Mesa) Faith Lutheran School (Tucson) Family Life Academy Family of Christ Learning Center Family of God Lutheran School Father’s Heart Christian School Fellowship Child Development Center Firm Foundations Christian School First Baptist Christian Academy (Sierra Vista) First Baptist Christian Academy (Tucson) First Baptist Christian School First Baptist of Mesa Christian Academy First Southern Christian School Flagstaff Adventist School Flagstaff Community Christian School Florence Baptist Academy Scholarships from Individual Donations Scholarships from Low-Income Student Donations Scholarships from Disabled/Displaced Student Donations $383,354 $23,610 $170,785 $1,665 $1,560 $166,271 $190,702 $983,228 $604,956 $591,497 $1,301 $101,172 $7,794 $1,078 $16,210 $11,381 $4,388 $520,874 $559,671 $450 $29,317 $669,796 $668,481 $57,433 $62,306 $1,000 $63,080 $182,694 $0 $0 $17,015 $0 $0 $0 $15,574 $586 $0 $0 $151 $0 $0 $0 $0 $1,517 $0 $30,751 $75,464 $0 $0 $9,579 $4,959 $0 $9,022 $0 $0 $10,789 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $20,570 $0 $0 $0 $0 $0 $0 $3,000 $0 $0 $0 $0 $0 $0 $0 $0 $0 $598,130 $5,093 $47,980 $12,367 $648,344 $462,015 $128,593 $12,123 $506 $0 $0 $0 $41,429 $0 $1,230,180 $3,000 $0 $0 $0 $0 $1,000 $0 $0 $0 75 Private School Foundation for Blind Children School Fountain of Life Lutheran School Freedom Christian Academy Freedom Christian School Friendship Christian School Full Gospel Christian Academy Gan Yeladim Gateway Academy Gateway Baptist Academy (Gilbert) Gateway Baptist Academy (Scottsdale) Gateway Bible Church Christian Training Center Gateway Fellowship Kindergarten Gateway Independent School Gateways School Gethsemane Lutheran School Gila Mountain Christian Academy Gilbert Christian Schools Gilson Wash Baptist Academy Glendale Christian Academy Glenview Adventist Academy God’s Garden Child Development Center God’s World Golf Links Christian School Good Earth Montessori School Good Shepherd Lutheran School Good Steps Christian Academy Gospel Light Christian Academy Grace Chapel Christian Academy Grace Christian School Grace Community Christian School Grace Fellowship Academy Grace Lutheran School Graysmark Academy Green Fields Country Day School Guiding Light Christian Educational Center (LHC) Scholarships from Individual Donations Scholarships from Low-Income Student Donations Scholarships from Disabled/Displaced Student Donations $334,344 $1,473,353 $336,352 $28,733 $15,848 $4,474 $13,000 $33,334 $159,297 $18,460 $0 $3,055 $285,500 $0 $0 $0 $0 $50 $30,785 $0 $11,512 $0 $0 $0 $0 $0 $0 $46,050 $0 $0 $6,703 $11,225 $110,885 $16,063 $1,473,590 $1,000 $2,168,830 $44,388 $729,035 $451,298 $3,446 $870 $25,564 $5,943 $120,574 $5,303 $4,035 $28,511 $63,527 $6,488,248 $426,915 $947,007 $17,378 $2,290,341 $0 $0 $0 $0 $11,531 $0 $95,940 $0 $51,813 $2,538 $0 $0 $0 $0 $0 $0 $1,325 $0 $0 $8,470 $85,487 $5,770 $6,000 $62,400 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $41,152 $0 $34,154 $46,740 $0 76 Private School Guiding Light Christian School Hand in Hand Christian School Happy Trails Harvest Christian Academy Harvest Kidz School Heritage Christian Academy Heritage Montessori School Hermosa Montessori School Highland Free School Holbrook Adventist Indian School Holy Angels School Holy Cross Evangelical Lutheran School Holy Trinity Academy Hopi Mission School Howard S. Gray Education Program Imago Dei Middle School Immaculate Conception School Immaculate Heart Academy International Christian Academy Online International School for Peace International School of Arizona International School of Tucson Ironwood Hills Christian School Jess Schwartz Jewish Community Day School Joanne Todd Christian School Journeys Academy Joy Christian School Joyful Beginnings Academy Kachina Country Day School Keystone Montessori Kindergarten Khalsa Montessori School (Phoenix) Khalsa Montessori School (Tucson) Kids’ Discovery Club Christian Kindergarten King David School Kingman Adventist Christian School Scholarships from Individual Donations Scholarships from Low-Income Student Donations Scholarships from Disabled/Displaced Student Donations $339,672 $44,422 $40,133 $91,237 $3,141 $1,453,979 $14,018 $88,619 $70,908 $120,383 $984,962 $41,547 $188,522 $1,507,728 $69,845 $572,911 $791,983 $2,262,607 $8,044 $281 $311,100 $324,444 $217 $0 $1,500 $5,234 $0 $0 $0 $0 $0 $0 $0 $100,000 $0 $0 $48,050 $100 $514,117 $130,859 $226,332 $0 $0 $27,700 $3,885 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $1,000 $2,600 $2,983,269 $119,768 $9,900 $4,773,638 $195,814 $200 $268,868 $20,544 $99,487 $19,000 $0 $10,000 $882,820 $0 $0 $0 $0 $0 $0 $0 $0 $1,510 $0 $7,050 $0 $0 $0 $17,076 $2,994,954 $96,992 $0 $22,319 $0 $0 $0 $0 77 Private School King’s Academy Kino Learning Center La Tierra Community School Lamad Preparatory Academy Lamb’s Gate Christian School Lambs of God School Latch School - ACCEL Lauren’s Institute for Education Legacy Classical Christian Academy Lestonnac Kindergarten Lexington Academy Lexis Preparatory School Life Academy Life Development Institute Light and Life Elementary School Lighthouse Academy Logos Academy Loretto School Lourdes Catholic School Maranatha Christian Academy Maricopa Village Christian School Marina Montessori School Martin Luther Lutheran School Mesa Christian Academy Mesa Montessori School Messiah Lutheran Open Arms Millenium Worldwide Academy Mission Christian School Mission Montessori in the Desert Mission View Academy Montessori 2000 Montessori Center School Montessori Centre Main Montessori Centre North Montessori Children’s Home Montessori Christian Academy Montessori Day School Scholarships from Individual Donations Scholarships from Low-Income Student Donations Scholarships from Disabled/Displaced Student Donations $4,000 $585,493 $9,365 $2,955 $390,459 $10,213 $403,042 $131,585 $349,694 $88,461 $73,609 $77,916 $5,899 $80,450 $345,718 $49,140 $56,284 $807,589 $982,156 $11,365 $31,123 $465 $1,233,008 $11,404 $18,225 $88,363 $92,675 $494,561 $164,546 $1,367 $7,173 $353,017 $139,381 $78,438 $276,665 $82,099 $147,040 $0 $0 $0 $0 $5,162 $0 $0 $18,400 $0 $0 $0 $0 $0 $0 $0 $0 $0 $149,821 $116,565 $0 $0 $0 $0 $2,625 $0 $0 $171,050 $221,699 $0 $0 $0 $3,500 $0 $0 $0 $0 $0 $0 $20,993 $0 $0 $1,000 $0 $0 $528,568 $0 $0 $0 $1,100 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 78 Private School Montessori Educare Academy Montessori Education Center Montessori in the Park Montessori International School Montessori Kingdom of Learning Montessori Learning Center Montessori of Surprise Montessori Schoolhouse Charter Montessori West Preparatory Montezuma Indian School Morning Glory Montessori School Most Holy Trinity Catholic School Mount Calvary Lutheran School Mountain Christian School Mountain View Lutheran School Navajo Lutheran Mission Kindergarten Navajo Trails Nehemiah Ministries Nellie P. Covert School Neurological Music Therapy School New Covenant Child Development Center New Hope Christian Academy New Horizons Christian Academy New Life Christian Academy New Vistas Academy New Way Learning Academy Noah’s Ark Preschool & Kindergarten Nogales Christian Academy North Phoenix Baptist Kindergarten North Phoenix Christian Montessori School Northminster Christian School Northwest Christian School (Peoria) Northwest Christian School (Phoenix) Notre Dame College Preparatory Oasis Christian School Scholarships from Individual Donations Scholarships from Low-Income Student Donations Scholarships from Disabled/Displaced Student Donations $50,812 $14,885 $70,497 $637,473 $953,810 $51,339 $2,810 $38,633 $188,726 $6,333 $31,535 $1,815,237 $431,781 $551,819 $61,105 $1,408,301 $1,725 $2,484 $284,095 $63,484 $145,704 $172,644 $101,416 $1,200 $296,100 $1,405,148 $122,331 $32,938 $87,172 $0 $0 $0 $19,250 $7,838 $0 $0 $0 $0 $0 $0 $192,256 $42,000 $159,720 $1,750 $132,453 $0 $0 $0 $0 $0 $0 $0 $26 $12,902 $14,200 $0 $7,500 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $1,000 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $250.559 $0 $0 $0 $5,907 $195,274 $134,255 $12,511,646 $3,468,849 $900 $0 $12,581 $94,395 $107,179 $186,630 $0 $0 $0 $0 $40,980 $0 $0 79 Private School Olga and Bob Strauss Center for Early Childhood Education & Kindergarten of Temple Emanu-El Opincar Study Center Our Lady of Guadalupe School Our Lady of Joy School Our Lady of Mt. Carmel School Our Lady of Perpetual Help (Glendale) Our Lady of Perpetual Help (Scottsdale) Our Lady of Sorrows Academy Our Lady of the Lake School Our Lady of the Mountains School (All Saints Catholic School Our Mother of Sorrow School Our Savior Lutheran School (Peridot) Our Saviour Lutheran School (LHC) Outer Limits School Page Christian School Palms Christian School Palo Verde Christian School Paradise for Tots Christian Kindergarten Paradise Mountain Christian Academy Paradise Valley Christian Preparatory Pardes Jewish Day School Parker Apostolic Christian Academy Parkway Children’s School of Excellence Patagonia Montessori School Payson Community Christian School Peace Lutheran Church School Pentecostal of Phoenix Christian Academy Peridot Lutheran Elementary School Phillips Christian School Phoenix Christian Academy Phoenix Christian Elementary Phoenix Christian School K-8 Scholarships from Individual Donations Scholarships from Low-Income Student Donations Scholarships from Disabled/Displaced Student Donations $6,180 $1,425 $72,118 $191,924 $3,181,929 $2,872,988 $3,562,691 $220,487 $41,948 $4,800 $0 $12,333 $11,715 $224,328 $400,027 $138,502 $64,063 $53 $0 $0 $0 $0 $200 $0 $0 $0 $0 $1,351,673 $1,573,784 $86,676 $254,920 $781 $59,547 $129,176 $363,368 $49,493 $139,332 $4,291,320 $3,607,056 $14,276 $31,566 $67,069 $840,732 $63,095 $182,425 $232,654 $0 $4,986 $0 $11,810 $3,970 $3,640 $0 $0 $133,933 $37,555 $8,326 $0 $0 $82,710 $0 $0 $7,715 $0 $0 $0 $0 $0 $0 $0 $0 $10 $0 $0 $0 $0 $0 $0 $21,399 $59,123 $25,421 $70,257 $38,063 $1,136,060 $0 $0 $0 $121,900 $0 $19,595 $0 $0 $0 $0 $0 $0 80 Private School Phoenix Christian Unified Phoenix Christian Unified West Campus Phoenix Country Day School Phoenix Hebrew Academy Phoenix Metro Islamic School Phoenix Preparatory High School for Boys Phoenix Preparatory High School for Girls Phoenix Rising Free School Phoenix Special Programs and Academies Pieceful Solutions Pilgrim Lutheran School Pleasant View Christian Elementary School Pope John XXIII Catholic School Potter’s House Precious Lamb Christian School Prescott Adventist Christian School Primavera School Primrose School at Palm Valley Primrose School of Fletcher Heights Providence Classical School Quality Interactive Montessori Queen of Peace Catholic School Rainbow Academy Rainbow Montessori School Rancho Solano Private School (Gilbert) Rancho Solano Private School (Glendale) Rancho Solano Private School (Phoenix) Rancho Solano Private School (Scottsdale) Red Mountain Montessori Academy Red Rock Christian School Red Sands Christian School Redeemer Christian Academy (Mesa) Redeemer Christian School (Mesa) Redeemer Lutheran School Scholarships from Individual Donations Scholarships from Low-Income Student Donations Scholarships from Disabled/Displaced Student Donations $6,797,119 $549,447 $2,405,546 $4,975,499 $5,589,549 $201,144 $44,289 $532,491 $78,300 $612,067 $0 $1,510 $0 $0 $0 $70,900 $88,850 $3,579 $0 $0 $0 $0 $0 $0 $4,669 $9,180 $556,129 $0 $0 $0 $0 $39,880 $0 $19,184 $2,919,887 $13,826 $89,613 $170,280 $683,077 $11,107 $4,770 $641,359 $11,146 $1,306,402 $191,766 $12,226 $39,777 $19,648 $113,293 $1,688 $63,833 $0 $8,925 $0 $511 $0 $0 $4,534 $0 $120,709 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $1,995,967 $17,265 $78,716 $1,438 $84,922 $1,063,746 $1,552,966 $0 $0 $0 $0 $17,062 $4,898 $2,885 $0 $0 $0 $0 $0 $0 $1,000 81 Private School Resurrection Lutheran Child Development Center Risen Savior Lutheran School Rising Sun Montessori River of Life Christian School S A R R C Community School Sacred Heart School (Nogales) Sacred Heart School (Prescott) Safford Adventist Christian School Safford Christian Academy Saguaro Hills Adventist School Saguaro Hills Christian School Sahuarita Christian Academy Salpointe Catholic High School San Francisco de Asis Catholic School San Miguel Catholic High School San Tan Christian Academy San Xavier Mission School Santa Cruz Catholic School Satori Scottsdale Christian Academy Scottsdale United Methodist Co-Op Sedona Christian School Sedona Montessori School Seton Catholic High School Shalom Montessori Shearim Torah High School Sheila’s Christian Academy “Minds in Motion” Shepherd of the Desert Lutheran School Shepherd’s Christian Academy Sherwood Village Shiloh Christian School Show Low Adventist Christian School Sierra Academy of Scottsdale Skyway Christian School Son Life Christian School Scholarships from Individual Donations Scholarships from Low-Income Student Donations Scholarships from Disabled/Displaced Student Donations $517,509 $1,109,431 $1,615 $297,334 $56,958 $329,529 $3,415,997 $60,983 $202,556 $277,842 $325,468 $282,361 $8,480,430 $1,036,793 $1,141,712 $28,959 $2,315,498 $1,282,664 $646,421 $9,206,502 $16,556 $86,615 $4,378 $5,207,087 $175,070 $211,719 $6,801 $3,600 $0 $67,450 $0 $127,789 $252,368 $0 $0 $0 $10,625 $340,035 $963,346 $225,033 $1,581,032 $0 $81,826 $325,878 $2,531 $146,140 $1,725 $0 $0 $221,749 $71,650 $0 $0 $0 $0 $1,900 $0 $0 $0 $0 $0 $0 $0 $0 $16,000 $0 $2,100 $0 $8,819 $52,920 $0 $0 $0 $0 $0 $0 $0 $0 $28,445 $904,264 $6,388 $25,802 $359,760 $4,699 $13,969 $11,680 $2,205 $0 $2,570 $0 $0 $2,821 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 82 Private School Sonorant International School SonRise Christian School Sonshine Christian School Southwest Christian School Southwest Indian School Southwestern Christian School Spectrum Private School Spirit of Hope Montessori Ss. Peter & Paul Catholic School Ss. Simon & Jude Catholic School St. Agnes Catholic School St. Alban’s Preschool & Kindergarten St. Ambrose School St. Andrew’s Presbyterian Preschool & Kindergarten St. Anne’s Little Flower Montessori St. Anthony Catholic School St. Anthony of Padua Catholic School St. Augustine Catholic High School St. Catherine of Sienna Catholic School St. Charles Apache School St. Cyril Catholic School St. Daniel the Prophet Catholic School St. Dominic Savio Academy St. Elizabeth Ann Seton Catholic School St. Francis Kindergarten St. Francis of Assisi School St. Francis Xavier Elementary School St. Gregory Catholic School St. Gregory College Preparatory St. James Preschool & Kindergarten St. Jerome K-8 Catholic School St. Joan of Arc Kindergarten St. John Bosco Catholic School St. John the Evangelist School St. John Vianney Catholic School St. Joseph Catholic School Scholarships from Individual Donations Scholarships from Low-Income Student Donations Scholarships from Disabled/Displaced Student Donations $11,781 $79,037 $33,918 $309,359 $230 $1,495,098 $11,768 $83,369 $1,992,165 $3,935,148 $2,240,420 $10,559 $1,622,235 $0 $0 $0 $54,019 $0 $38,129 $0 $0 $191,877 $405,754 $313,563 $3,500 $493,927 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $22,285 $409,948 $769,870 $733,210 $1,009,202 $1,317,375 $2,462,999 $1,981,963 $2,330,629 $1,617,545 $59,350 $1,909,613 $2,740 $847,240 $3,358,983 $2,970,772 $3,820,302 $52,997 $1,669,474 $168,407 $2,989,017 $1,914,396 $3,367,531 $1,457,555 $5,082 $33,010 $92,550 $151,573 $887,081 $369,735 $81,300 $264,009 $84,045 $0 $185,372 $0 $137,326 $327,288 $383,842 $412,169 $0 $395,434 $0 $150,921 $333,401 $234,683 $210,589 $0 $0 $0 $0 $10,433 $0 $0 $2,020 $0 $19,872 $0 $0 $0 $0 $0 $1,000 $0 $0 $0 $0 $2,200 $0 $9,550 83 Private School St. Joseph Montessori School St. Louis the King Catholic School St. Luke’s Lutheran School St. Luke’s School (Prescott) St. Maria Goretti Kindergarten St. Mark’s Methodist Preschool & Kindergarten St. Mark’s Presbyterian Preschool & Kindergarten St. Mary Basha Catholic Elementary School St. Mary’s Catholic High School St. Mary’s High School (Phoenix) St. Matthew Catholic School St. Maximilian Mary Kolbe School St. Michael Indian School St. Michael’s Parish Day School St. Odilia Catholic School St. Paul Lutheran School St. Paul’s Preparatory Academy St. Peter Mission School St. Peter’s Episcopal Montessori St. Theresa Elementary Catholic School St. Thomas Aquinas Grade School St. Thomas Lutheran School St. Thomas the Apostle Catholic Preschool & Kindergarten St. Thomas the Apostle Catholic School (Phoenix) St. Timothy Catholic Academy St. Timothy Preschool & Kindergarten St. Vincent de Paul School Stone Creek Christian Kindergarten Summit School of Ahwatukee Sun & Shield Christian Academy Sun Valley Indian School Sunrise Montessori School Suriya Montessori Scholarships from Individual Donations Scholarships from Low-Income Student Donations Scholarships from Disabled/Displaced Student Donations $732,600 $2,390,709 $9,950 $192,955 $628,207 $312,165 $608,597 $0 $0 $17,200 $2,500 $0 $0 $0 $0 $118,340 $4,968 $0 $180,505 $33,303 $0 $4,004,453 $1,208,808 $11,050,408 $2,798,028 $394,970 $1,647,584 $2,686,588 $187,405 $39,087 $1,197,014 $1,954,337 $78,567 $2,918,980 $2,331,763 $101,149 $133,670 $2,008,963 $875,567 $157,988 $18,466 $212,851 $307,235 $0 $0 $0 $149,586 $0 $103,675 $47,148 $0 $0 $0 $1,000 $0 $0 $0 $3,750 $0 $0 $0 $0 $0 $0 $0 $0 $168,458 $1,000 $0 $3,041,668 $2,280,235 $850 $2,972,897 $1,598 $1,600,887 $317,209 $101,908 $283,397 $563 $87,219 $63,173 $0 $382,036 $0 $767 $4,204 $76,550 $0 $0 $0 $0 $0 $0 $0 $0 $500 $0 $0 $0 84 Private School Surrey Garden Christian School Tanque Verde Lutheran Preschool & Kindergarten Tatum Ranchette Montessori Tempe Adventist Christian School Tempe Christian School Tempe Montessori Tesseract Private School Foundation The Angel’s Academy The Beginning School The Caepe School The Family School The Goddard School The Learning Pad The Orme School The Weekday School The Wiser Choice Thunderbird Adventist Academy Thunderbird Christian Elementary School Tree of Life Christian School Tri-City Christian Academy Tri-City Jewish Community Center Day School Trinity Christian School (Chino Valley) Trinity Christian School ( Mesa) Trinity Christian School (Prescott) Trinity Classical Academy Trinity Classical and Christian Academy Trinity Lutheran Elementary School Trinity Preschool & Kindergarten Trinity United Methodist Kindergarten Tucson Community School Tucson Hebrew Academy Tucson Jewish Community Center Tucson Waldorf School Turning Point School Tutor Time Preschool & Kindergarten Scholarships from Individual Donations Scholarships from Low-Income Student Donations Scholarships from Disabled/Displaced Student Donations $3,718,332 $60,985 $0 $358,700 $22,135 $154,464 $197,715 $478,536 $782,753 $4,357 $62,941 $74,005 $896,319 $1,620 $27,880 $1,060,786 $11,318 $920 $1,548,660 $490,847 $33,423 $2,607,716 $8,836 $0 $0 $0 $14,800 $7,000 $77 $0 $81,230 $0 $0 $0 $0 $0 $0 $506 $0 $0 $98,911 $0 $0 $0 $0 $0 $10 $0 $0 $3,821 $0 $0 $0 $4,184 $0 $0 $0 $0 $0 $10 $300,794 $1,205,951 $85,268 $308,336 $563 $151,899 $2,060,074 $151,068 $127,291 $415,124 $4,411,561 $117,707 $473,063 $382,031 $3,500 $0 $104,849 $0 $15,600 $0 $0 $26,481 $0 $35,335 $20,495 $473,665 $27,395 $19,705 $10,100 $3,500 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $2,700 $0 $0 85 Private School Valley Baptist School Valley Cathedral Christian School Valley Child Care & Learning Center Valley Christian High School Valley Classical Christian Academy Valley Lutheran High School Valley of the Sun Jewish Community Center Verde Valley Adventist School Verde Valley Christian School (Cottonwood) Verde Valley Christian School (Sedona) Veritas Academy of Tucson Veritas Christian Community School Victorious Preschool & Kindergarten Ville de Marie Academy Vision Christian Academy West Side Private School West Valley Adventist School Western Hills Baptist School White Mountain Montessori School Wickenburg Christian Academy Wings on Words Word International Christian School Word of Grace School for Young Children Word of Life Christian School Xavier College Preparatory Yeshiva High School of Arizona Yuma Adventist Christian School Yuma Catholic High School Yuma Lutheran School Scholarships from Individual Donations Scholarships from Low-Income Student Donations Scholarships from Disabled/Displaced Student Donations $20,728 $334,046 $6,638 $9,228,599 $944,933 $2,386,145 $0 $0 $0 $416,750 $14,099 $5,263 $0 $0 $0 $17,800 $0 $110 $106,600 $116,418 $0 $0 $0 $0 $1,100,659 $363,063 $53,027 $918,618 $17,737 $1,040,474 $75,351 $16,101 $35,403 $1,350 $67,955 $451,049 $31,902 $11,197 $18,503 $29,737 $7,230,778 $246,600 $125,269 $2,782,559 $2,005,012 $73,985 $0 $45,512 $81,825 $1,011 $0 $24,473 $0 $0 $0 $0 $87,676 $0 $5,800 $0 $0 $549,775 $0 $0 $527,659 $72,757 $27,507 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $1,250 86