Nonprofit · EIN 26-3521510
SANDRA DAY OCONNOR INSTITUTE
Tax-exempt · PHOENIX, AZ 85030
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $2,439,169 | $1,784,380 | $654,789 | $3,812,868 | $354,827 | $3,458,041 |
| December 31, 2023 | 990 | $1,988,307 | $1,578,691 | $409,616 | $3,159,471 | $413,769 | $2,745,702 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $2,778,099
- Program service revenue
- $0
- Investment income
- $96,416
- Net gain from sales of assets
- $61,183
- Net income from fundraising events
- -$438,851
- Other revenue
- -$435,346
Expenses
- Grants and similar amounts paid
- $5,000
- Compensation of officers, directors and key employees
- $465,037
- Other salaries and wages
- $713,007
- Salaries, compensation and benefits (total)
- $1,343,768
- Professional fundraising fees
- $0
- Accounting fees
- $8,751
- Occupancy
- $34,416
- Travel
- $83,330
- Depreciation
- $15,468
- Program services (functional)
- $1,213,034
- Management and general (functional)
- $149,305
- Fundraising (functional)
- $422,041
Balance sheet and other
- Total assets, start of year
- $3,159,471
- Total assets, end of year
- $3,812,868
- Total liabilities, end of year
- $354,827
- Net assets, end of year
- $3,458,041
- Land, buildings and equipment
- $92,036
- Publicly traded securities
- $2,019,567
- Net assets without donor restrictions
- $2,558,710
- Net assets with donor restrictions
- $899,331
- Gross receipts
- $3,007,916
- Employees
- 11
- Volunteers
- 30
- Year formed
- 2009
- State of legal domicile
- AZ
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SARAH E SUGGS | PRESIDENT/ CEO Officer | 40 | $285,068 | $0 |
| HEATHER SCHADER | COO Key employee | 40 | $165,520 | $14,449 |
| PHIL FRANCIS | CO-CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| GAY FIRESTONE WRAY | CO-CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| KELLY BARR | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| MATTHEW FEENEY | IMMEDIATE PAST CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| RUFUS GLASPER | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| BRIAN SCOTT | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| SHIRLEY BAUM | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SANDRA BIERMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| WENDY BREUDER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOHN BRIDGER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHRISTY BURTON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| THE HONORABLE HUGH HALLMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHEVY HUMPHREY | DIRECTOR Trustee or director | 1 | $0 | $0 |
14 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HOWARD C KATZ | DIRECTOR Trustee or director | 1 | $0 |
| JAN LEWIS | DIRECTOR Trustee or director | 1 | $0 |
| BARBARA LOCKWOOD | DIRECTOR Trustee or director | 1 | $0 |
| TIM LOUIS | DIRECTOR Trustee or director | 1 | $0 |
| VIVKI MAYO | DIRECTOR Trustee or director | 1 | $0 |
| KAREN C MCCONNELL | DIRECTOR Trustee or director | 1 | $0 |
| JANE MICHAELS | DIRECTOR Trustee or director | 1 | $0 |
| DELIA D PATTERSON | DIRECTOR Trustee or director | 1 | $0 |
| CONNIE ROBINSON | DIRECTOR Trustee or director | 1 | $0 |
| JANE ROIG | DIRECTOR Trustee or director | 1 | $0 |
| MICHAEL ROONEY | DIRECTOR Trustee or director | 1 | $0 |
| BRYAN SABA | DIRECTOR Trustee or director | 1 | $0 |
| MARK STEBBINGS | DIRECTOR Trustee or director | 1 | $0 |
| KEN UDENZE | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 26 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SARAH E SUGGS | PRESIDENT & CEO | 40 | $261,570 |
| HEATHER SCHADER | COO | 40 | $146,548 |
| Matthew Feeney | Co-Chair Trustee or director, Officer | 2 | $0 |
| Gay Firestone Wray | Co-Chair Trustee or director, Officer | 2 | $0 |
| Kelly Barr | vice chair Trustee or director, Officer | 2 | $0 |
| Bryan Saba | Secretary Trustee or director, Officer | 2 | $0 |
| Brian Scott | Treasurer Trustee or director, Officer | 2 | $0 |
| Shirley Baum | Director Trustee or director | 1 | $0 |
| Sandra Bierman | Director Trustee or director | 1 | $0 |
| Wendy Breuder | Director Trustee or director | 1 | $0 |
| John Bridger | Director Trustee or director | 1 | $0 |
| Christy Burton | Director Trustee or director | 1 | $0 |
| Phil Francis | Vice Chair Trustee or director | 1 | $0 |
| Rufus Glasper | Director Trustee or director | 1 | $0 |
| Chevy Humphrey | Director Trustee or director | 1 | $0 |
| Jan Lewis | Director Trustee or director | 1 | $0 |
| Barbara Lockwood | Director Trustee or director | 1 | $0 |
| Tim Louis | Director Trustee or director | 1 | $0 |
| Karen C McConnell | Director Trustee or director | 1 | $0 |
| Jane Michaels | Director Trustee or director | 1 | $0 |
| John C Norling | Director Trustee or director | 1 | $0 |
| Fred Pakis | Director Trustee or director | 1 | $0 |
| Jane Roig | Director Trustee or director | 1 | $0 |
| Michael Rooney | Director Trustee or director | 1 | $0 |
| Jason Rowley | Director Trustee or director | 1 | $0 |
| Mark Stebbings | Director Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 4425, PHOENIX, AZ 85030-4425
- Principal officer (990 for 2024)
- SARAH E SUGGS, 111 EAST TAYLOR STREET, PHOENIX, AZ 85004
- Signed the 990
- SARAH E SUGGS, PRESIDENT & CEO
- Phone
- (602) 730-3300
- Website
- WWW.OCONNORINSTITUTE.ORG
- 990-N for 2008 filed under this EIN
- Most likely by a chapter, club or affiliate (it says receipts are normally $50,000 or less). Officer: Kim Sterlin - Heflin, 1300 N College Ave, Tempe AZ 85281. Mailing address: 4340 E Indian School Road, 21-597, Phoenix AZ 85018.
- Return prepared by
- CBIZ ADVISORS LLC
Mission
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.
Program accomplishments
- 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.Expenses $1,124,567 · grants $5,000
- 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.Expenses $88,467
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 26-3521510
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2009
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S11)
- Assets (IRS master file)
- $3,812,868
- Income (IRS master file)
- $3,007,916
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $2,439,169 | $1,784,380 | $3,812,868 | XML |
| 990 | December 2023 | $1,988,307 | $1,578,691 | $3,159,471 | XML |
| 990 | December 2022 | $1,559,983 | $1,196,941 | $2,646,098 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
| 990-N for 2008 Officer: Kim Sterlin - Heflin Filed under this EIN, most likely by a chapter or affiliate | December 31, 2008 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 26-3521510).
Questions about SANDRA DAY OCONNOR INSTITUTE
- What is the EIN of SANDRA DAY OCONNOR INSTITUTE?
- The employer identification number (EIN) of SANDRA DAY OCONNOR INSTITUTE is 26-3521510.
- Is SANDRA DAY OCONNOR INSTITUTE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to SANDRA DAY OCONNOR INSTITUTE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SANDRA DAY OCONNOR INSTITUTE file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SANDRA DAY OCONNOR INSTITUTE due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SANDRA DAY OCONNOR INSTITUTE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of SANDRA DAY OCONNOR INSTITUTE?
- The 990 for the year ended December 31, 2024 names SARAH E SUGGS.
- Who are the officers and directors of SANDRA DAY OCONNOR INSTITUTE?
- The 990 for the year ended December 31, 2024 lists 29 people; 2 received compensation from the organization, the highest $285,068 (SARAH E SUGGS, PRESIDENT/ CEO).
- How much revenue does SANDRA DAY OCONNOR INSTITUTE have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $2,439,169, expenses of $1,784,380 and total assets of $3,812,868 at year end.
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