2025-09-15T20:39:06-05:00 2024-12-31 341884125 CBIZ ADVISORS LLC 4722 N 24TH ST STE 300 PHOENIX AZ 85016 990 2024-01-01 263521510 SANDRA DAY O'CONNOR INSTITUTE FOR AMERICAN DEMOCRACY SAND 6027303300 PO BOX 66422 PHOENIX AZ 85082 SARAH E SUGGS PRESIDENT & CEO 6027303300 2025-09-12 1 1 KRISTEN M BASS P01247587 6022646835 2025-09-12 2024 2025-03-06 01:10:19Z SARAH E SUGGS 111 EAST TAYLOR STREET PHOENIX AZ 85004 3007916 0 X WWW.OCONNORINSTITUTE.ORG X 2009 AZ TO CONTINUE THE DISTINGUISHED LEGACY AND LIFETIME WORK OF JUSTICE SANDRA DAY O'CONNOR TO ADVANCE AMERICAN DEMOCRACY THROUGH NON-PARTISAN MULTIGENERATIONAL CIVICS EDUCATION, CIVIL DISCOURSE, AND CIVIC ENGAGEMENT. 27 27 11 30 0 0 2313263 2778099 0 0 15918 96416 -340874 -435346 1988307 2439169 10000 5000 0 0 1188227 1343768 0 0 422041 380464 435612 1578691 1784380 409616 654789 3159471 3812868 413769 354827 2745702 3458041 X THE SANDRA DAY O'CONNOR INSTITUTE FOR AMERICAN DEMOCRACY IS A NATIONAL NON-PROFIT ORGANIZATION DEDICATED TO PROMOTING CIVIC ENGAGEMENT AND EDUCATION, FOUNDED BY JUSTICE SANDRA DAY O'CONNOR, THE FIRST WOMAN TO SERVE ON THE UNITED STATES SUPREME COURT. THE INSTITUTE FOCUSES ON FOSTERING A DEEPER UNDERSTANDING OF DEMOCRACY THROUGH MULTIGENERATIONAL EDUCATIONAL IN-PERSON AND ONLINE PROGRAMS AND INITIATIVES. IT AIMS TO ENGAGE INDIVIDUALS IN DISCUSSIONS ABOUT CIVIC RESPONSIBILITIES AND THE GOVERNMENT. THE INSTITUTE ALSO EMPHASIZES THE SIGNIFICANCE OF NON-PARTISAN DIALOGUE IN STRENGTHENING DEMOCRATIC VALUES AND PRACTICES. 0 0 1124567 5000 CIVICS FOR LIFE: CIVICS FOR LIFE IS A SIGNATURE INITIATIVE OF THE SANDRA DAY O'CONNOR INSTITUTE FOR AMERICAN DEMOCRACY, DELIVERING AND CREATING HIGH-IMPACT, MULTIGENERATIONAL CIVIC EDUCATION, CIVIC ENGAGEMENT, AND CIVIL DISCOURSE THROUGH ITS DIGITAL PLATFORM: CIVICSFORLIFE.ORG. THE SITE OFFERS ORIGINAL VIDEOS, EXPERT ESSAYS, PODCASTS, AND INTERACTIVE TOOLS THAT ENGAGE HUNDREDS OF THOUSANDS OF USERS NATIONWIDE IN UNDERSTANDING AND STRENGTHENING AMERICAN DEMOCRACY. ITS PUBLIC SQUARE PROGRAM FOSTERS MEANINGFUL, RESPECTFUL DIALOGUE ON PRESSING CIVIC ISSUES WHILE ALSO MODELING CIVIL DISCOURSE.CIVICS FOR LIFE SERVES MULTIGENERATIONAL LEARNERS, BUT THE INSTITUTE ALSO LEADS A NATIONALLY RECOGNIZED PORTFOLIO OF YOUTH PROGRAMS-INCLUDING CAMP O'CONNOR USA, THE O'CONNOR CIVICS CHALLENGE, AND THE O'CONNOR INSTITUTE AMBASSADORS CIVICS AND DEBATE CLUB-WHICH TOGETHER CONTINUE THE INSTITUTE'S IMPACT IN BUILDING CIVIC KNOWLEDGE AND ENGAGEMENT ACROSS GENERATIONS. 88467 O'CONNOR HOUSE PRESERVATION: THE INSTITUTE IS RESPONSIBLE FOR THE CARE AND MAINTENANCE OF THE HISTORIC O'CONNOR HOUSE, LOCATED ON THE GROUNDS OF THE ARIZONA HERITAGE CENTER IN TEMPE, AZ. THE SITE IS LISTED IN THE NATIONAL REGISTER OF HISTORIC PLACES AND SERVES AS A LEGACY LANDMARK AND EDUCATIONAL VENUE HONORING JUSTICE SANDRA DAY O'CONNOR. 1213034 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 32 0 1 11 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 27 27 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 0 0 X ROBIN NILES 6027303300 111 EAST TAYLOR STREET PHOENIX AZ 85004 PHIL FRANCIS CO-CHAIR 2.00 X X 0 0 0 GAY FIRESTONE WRAY CO-CHAIR 2.00 X X 0 0 0 KELLY BARR VICE CHAIR 2.00 X X 0 0 0 MATTHEW FEENEY IMMEDIATE PAST CHAIR 2.00 X X 0 0 0 RUFUS GLASPER SECRETARY 2.00 X X 0 0 0 BRIAN SCOTT TREASURER 2.00 X X 0 0 0 SHIRLEY BAUM DIRECTOR 1.00 X 0 0 0 SANDRA BIERMAN DIRECTOR 1.00 X 0 0 0 WENDY BREUDER DIRECTOR 1.00 X 0 0 0 JOHN BRIDGER DIRECTOR 1.00 X 0 0 0 CHRISTY BURTON DIRECTOR 1.00 X 0 0 0 THE HONORABLE HUGH HALLMAN DIRECTOR 1.00 X 0 0 0 CHEVY HUMPHREY DIRECTOR 1.00 X 0 0 0 HOWARD C KATZ DIRECTOR 1.00 X 0 0 0 JAN LEWIS DIRECTOR 1.00 X 0 0 0 BARBARA LOCKWOOD DIRECTOR 1.00 X 0 0 0 TIM LOUIS DIRECTOR 1.00 X 0 0 0 VIVKI MAYO DIRECTOR 1.00 X 0 0 0 KAREN C MCCONNELL DIRECTOR 1.00 X 0 0 0 JANE MICHAELS DIRECTOR 1.00 X 0 0 0 DELIA D PATTERSON DIRECTOR 1.00 X 0 0 0 CONNIE ROBINSON DIRECTOR 1.00 X 0 0 0 JANE ROIG DIRECTOR 1.00 X 0 0 0 MICHAEL ROONEY DIRECTOR 1.00 X 0 0 0 BRYAN SABA DIRECTOR 1.00 X 0 0 0 MARK STEBBINGS DIRECTOR 1.00 X 0 0 0 KEN UDENZE DIRECTOR 1.00 X 0 0 0 SARAH E SUGGS PRESIDENT/ CEO 40.00 X 285068 0 0 HEATHER SCHADER COO 40.00 X 165520 0 14449 450588 0 14449 2 0 1 0 0 1838173 939926 3374 2778099 35233 35233 86164 24981 61183 61183 61183 104915 1838173 543766 -438851 -438851 OTHER REVENUE 900099 3505 3505 3505 2439169 0 0 -338930 5000 5000 465037 314183 42768 108086 713007 482782 66332 163893 25134 15807 1476 7851 63134 39706 3707 19721 77456 48713 4548 24195 8751 6213 613 1925 18000 18000 64068 62905 276 887 46772 2088 1449 43235 71724 62240 438 9046 34416 30881 853 2682 83330 38255 17847 27228 15468 10958 4510 16860 15224 394 1242 PROGRAM SERVICES 41214 41214 SUPPLIES AND MATERIALS 18956 15419 892 2645 FUNDRAISING 6787 6787 9266 3446 3202 2618 1784380 1213034 149305 422041 680434 1193496 150890 229140 74620 52346 165449 75581 193797 101761 44109 92036 1886378 2019567 157591 150702 3159471 3812868 160679 106625 253090 248202 413769 354827 X 1916989 2558710 828713 899331 2745702 3458041 3159471 3812868 654789 57550 0 X 0 1 X 1 0 X 837383 779113 1853416 2313263 2778099 8561274 837383 779113 1853416 2313263 2778099 8561274 1231436 7329838 383 609 2745 15918 35233 54888 500 2500 4343 2688 3505 13536 8629698 0.84940 0.94250 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 432382 39364 471746 397726 5000 27695 -1961 432382 394859 -1016 -3883 397726 388741 350 -5768 394859 480884 269 92412 388741 0.00000 0.85850 0.14150 0 0 68911 19828 49083 52013 50754 1259 72873 31179 41694 92036 REFUNDABLE ADVANCES 97500 OPERATING LEASE LIABILITIES 150702 248202 X 2533300 57550 36581 94131 2439169 0 2439169 1820961 36581 36581 1784380 0 1784380 PART V, LINE 4: THE INTENDED USE OF THE INSTITUTE'S ENDOWMENT FUNDS IS TO SUPPORT THE ORGANIZATION'S MISSION AND GROWTH WHILE ENSURING FINANCIAL STRENGTH AND LONG-TERM VIABILITY. THE INSTITUTE HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. PART X, LINE 2: THE INSTITUTE QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE") AND, ACCORDINGLY, THERE IS NO PROVISION FOR INCOME TAXES. IN ADDITION, THE INSTITUTE QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170 OF THE CODE AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. INCOME DETERMINED TO BE UNRELATED BUSINESS TAXABLE INCOME WOULD BE TAXABLE. HOUSE MANAGEMENT, LLC IS A DISREGARDED ENTITY FOR INCOME TAX PURPOSES. THE INSTITUTE EVALUATES THEIR UNCERTAIN TAX POSITIONS, IF ANY, ON A CONTINUAL BASIS THROUGH REVIEW OF ITS POLICIES AND PROCEDURES, REVIEW OF ITS REGULAR TAX FILINGS, AND DISCUSSIONS WITH OUTSIDE EXPERTS. AT DECEMBER 31, 2024, MANAGEMENT BELIEVES THE INSTITUTE DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS. THE INSTITUTE'S FEDERAL RETURN OF ORGANIZATIONS EXEMPT FROM INCOME TAX (FORM 990) FOR 2023, 2022, AND 2021 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. HISTORY DINNER 1491207 1431187 60020 243168 41907 88232 LEGACY LUNCHEON 451881 406986 44895 53673 22331 94455 1943088 1838173 104915 296841 64238 182687 543766 -438851 1 SCHOLARSHIP 1 5000 PART I, LINE 2: SCHOLARSHIP APPLICANTS ARE REQUIRED TO BE HIGH SCHOOL SENIORS CURRENTLY ENROLLED IN THE O'CONNOR INSTITUTE AMBASSADORS CIVICS & DEBATE CLUB. ELIGIBLE STUDENTS SUBMIT AN APPLICATION THAT INCLUDES A WRITTEN ESSAY. RECIPIENTS ARE SELECTED BASED ON DEMONSTRATED ACADEMIC EXCELLENCE, LEADERSHIP, CIVIC DEBATE SKILLS AND CIVICS KNOWLEDGE, AND MUST EXEMPLIFY THE CORE VALUES OF THE INSTITUTE, INCLUDING CIVILITY AND INCLUSIVITY. ONCE THE SCHOLARSHIP AWARDS ARE DISTRIBUTED NO ONGOING MONITORING IS CONSIDERED NECESSARY. X 0 0 0 0 0 0 0 1 0 SARAH E SUGGS PRESIDENT/ CEO 245000 0 40068 0 0 0 0 0 0 0 285068 0 0 0 HEATHER SCHADER COO 154590 0 10930 0 0 0 6837 0 7612 0 179969 0 0 0 PART I, LINE 7 BONUS PAYMENTS ARE MADE BASED ON MEETING ORGANIZATIONAL GOALS AND ARE AT THE DISCRETION OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S TAX RETURN IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM. THE COMPLETED RETURN IS REVIEWED BY THE PRESIDENT AND BOARD OF DIRECTORS BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE TO THE DIRECTORS AND MEMBERS OF PERTINENT COMMITTEES WITH BOARD DELEGATED POWERS THAT ARE CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT: (I) THE EXISTENCE AND NATURE OF HIS OR HER FINANCIAL INTEREST, AND (II) ALL FACTS KNOWN TO THE INTERESTED PERSON RESPECTING THE SUBJECT MATTER OF THE TRANSACTION THAT AN ORDINARILY PRUDENT PERSON WOULD REASONABLY BELIEVE TO BE MATERIAL TO A JUDGMENT ABOUT WHETHER OR NOT TO PROCEED WITH THE TRANSACTION. THE DIRECTORS AND/OR MEMBERS OF PERTINENT COMMITTEES WITH BOARD DELEGATED POWERS THAT ARE CONSIDERING THE PROPOSED TRANSACTION MAY REQUEST FROM THE INTERESTED PERSON SUCH ADDITIONAL INFORMATION OR DOCUMENTS RELATING TO THE TRANSACTION AS ARE REQUIRED FOR ADEQUATE DISCLOSURE. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE OR SHE SHALL LEAVE THE BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS, ADDITIONAL ACTIONS SHALL BE TAKEN AS PROVIDED FOR HEREIN. I. AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE BOARD OR COMMITTEE MEETING CONCERNING THE TRANSACTION, BUT AFTER SUCH PRESENTATION, HE/SHE SHALL LEAVE THE MEETING AND NOT PARTICIATE IN ANY FUTURE MEETINGS DURING THE DISCUSSION OF, DELIBERATIONS ABOUT, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT THAT RESULTS IN THE CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION OF THE CEO IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. CURRENT COMPENSATION IS BASED ON COMPARABLE EXECUTIVE POSITIONS IN THE MARKETPLACE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S ARTICLES OF INCORPORATION, BY-LAWS, FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. HOUSE MANAGEMENT LLC PO BOX 66422 PHOENIX AZ 85082 900675072 PRESERVATION OF HISTORIC O'CONNOR HOUSE AZ 0 2830 SANDRA DAY O'CONNOR INSTITUTE