DESERT FINANCIAL FOUNDATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- DESERT FINANCIAL FOUNDATION (EIN 81-1028132)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-08
- IRS object ID
- 202413139349302611
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-08T11:46:09-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 382492570 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DOEREN MAYHEW | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 305 WEST BIG BEAVER ROAD | AddressLine1Txt |
| City | TROY | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48084 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 811028132 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DESERT FINANCIAL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DESE | BusinessNameControlTxt |
| Phone | 6024334955 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 148 N 48TH STREET | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85034 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS MARLOWE | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6024334955 | PhoneNum |
| Signature | 2024-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN MURNANE CPA | PreparerPersonNm |
| PTIN | P03021572 | PTIN |
| Phone | 2482443000 | PhoneNum |
| Preparation | 2024-11-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RONDLE AMSTUTZ | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 148 N 48TH ST | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85034 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,191,910 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTPS://WWW.DESERTFINANCIAL.COM/FOUNDATION | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2015 | FormationYr |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Activity Or Mission | TO PROMOTE THE FINANCIAL HEALTH OF OUR COMMUNITY THROUGH EDUCATION, SCHOLARSHIPS, GRANTS TO NON-PROFIT PROGRAMS, AND FUNDRAISING EFFORTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 15 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,090,189 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,104,190 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $1,090,189 | PYTotalRevenueAmt |
| CY Total Revenue | $1,104,190 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,029,887 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,096,347 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $567 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,514 | PYOtherExpensesAmt |
| CY Other Expenses | $567 | CYOtherExpensesAmt |
| PY Total Expenses | $1,032,401 | PYTotalExpensesAmt |
| CY Total Expenses | $1,096,914 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $57,788 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $7,276 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $336,167 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,086,045 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $25,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $767,602 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $311,167 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $318,443 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROMOTE THE FINANCIAL HEALTH OF OUR COMMUNITY THROUGH EDUCATION, SCHOLARSHIPS, GRANTS TO NON-PROFIT PROGRAMS, AND FUNDRAISING EFFORTS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $323,750 | ExpenseAmt |
| Grant | $323,750 | GrantAmt |
| Desc | SCHOLARSHIPS ARE AWARDED TO STUDENTS DISPLAYING LEADERSHIP THROUGH COMMUNITY SERVICE, ACADEMIC EXCELLENCE, AND DEMONSTRATED FINANCIAL NEED. SCHOLARSHIPS RANGE FROM $2,500 TO $10,000 FOR GRADUATING HIGH SCHOOL SENIORS AND ADULT LEARNERS (NON-TRADITONAL STUDENTS) ATTENDING 2-OR 4-YEAR COLLEGES OR UNIVERSITIES IN THE STATE OF ARIZONA. SCHOLARSHIPS ARE ALSO AWARDED TO LOW-INCOME HIGH SCHOOL AND COLLEGE PURSING CERTIFICATIONS THROUGH CAREER AND TECHNICAL EDUCATION PROGRAMS TO COVER PROGRAM AND CERIFICATION FEES, AS WELL AS EQUIPMENT AND SUPPLIES REQUIRED FOR THEIR PROGAMS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $724,602 | ExpenseAmt |
| Grant | $724,602 | GrantAmt |
| Desc | DESERT FINANCIAL FOUNDATION IS THE PRIMARY FINANCIAL SUPPORTER OF THE ONE DARN COOL SCHOOL OF PHOENIX CHILDREN'S HOSPITAL. CHILDRAN RECEIVING SERVICES AT THE HOSPITAL ARE ABLE TO CONTINUE WITH THEIR EDUCATION AND RECEIVE SUPPORT TO TRANSITION SUCCESSFULLY BACK TO THEIR HOME SCHOOL. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $47,995 | ExpenseAmt |
| Grant | $47,995 | GrantAmt |
| Desc | EMPLOYEE EMERGENCY ASSISTANCE & GENERAL FUND - THE FOUNDATION OPERATES AN EMERGENCY FUND FOR INDIVIDUALS FACING A VERIFIABLE FINANCIAL HARDSHIP AS A RESULT OF SERIOUS ILLNESS OR INJURY, VIOLENT CRIME, MILITARY DEPOLYMENT, DEATH, TERRORIST OR MILITARY ACTION, AN ACCIDENT INVOLVING A COMMON CARRIER, OR A FEDERALLY DECLARED DISASTER. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,096,347 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | 0 | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DESERT FINANCIAL JACK BIGGS JR | PersonNm |
| Phone | 6024334955 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 148 N 48TH ST | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85034 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| CATHLEEN GRAHAM | |||||||
| DIRECTOR | 1.00 | 40.00 | Yes (X) | $0 | $903,234 | $18,504 | |
| JANET BIOLETTO | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFFREY MESHEY | |||||||
| VICE CHAIR | 2.00 | 40.00 | Yes (X) | $0 | $2,029,198 | $746,635 | Yes (X) |
| JUSTIN CROWDER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RONDLE AMSTUTZ | |||||||
| SECRETARY | 2.00 | 40.00 | Yes (X) | $0 | $891,882 | $56,560 | Yes (X) |
| SARA REGAN | |||||||
| DIRECTOR | 1.00 | 40.00 | Yes (X) | $0 | $535,872 | $55,669 | |
| SUSAN FRANK | |||||||
| CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| THOMAS MARLOWE | |||||||
| TREASURER | 2.00 | 40.00 | Yes (X) | $0 | $525,098 | $38,674 | Yes (X) |
| COURTNEY HEMPHILL | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CARLISSA WRIGHT | |||||||
| VP/EXEC DIR DF FOUNDATION | 11.92 | 40.00 | $0 | $251,840 | $39,913 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $5,137,124 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $955,955 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $530,154 | FundraisingAmt |
| Related Organizations | $204,746 | RelatedOrganizationsAmt |
| All Other Contributions | $369,290 | AllOtherContributionsAmt |
| Noncash Contributions | $87,720 | NoncashContributionsAmt |
| Total Contributions | $1,104,190 | TotalContributionsAmt |
| Fundraising Gross Income | $87,720 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $530,154 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $87,720 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,104,190 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,048,352 | TotalAmt |
| Program Services | $1,048,352 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,995 | TotalAmt |
| Program Services | $47,995 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS EXPENSES | Desc |
| Total | $567 | TotalAmt |
| Fundraising | $567 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,096,914 | TotalAmt |
| Program Services | $1,096,347 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $567 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $332,667 | BOYAmt |
| EOY | $1,081,295 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,500 | BOYAmt |
| EOY | $4,750 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $336,167 | BOYAmt |
| EOY | $1,086,045 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $722,602 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,000 | BOYAmt |
| EOY | $45,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,000 | BOYAmt |
| EOY | $767,602 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,606 | BOYAmt |
| EOY | $129,287 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $202,561 | BOYAmt |
| EOY | $189,156 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $311,167 | BOYAmt |
| EOY | $318,443 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $336,167 | BOYAmt |
| EOY | $1,086,045 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $7,276 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,081,156 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,254,268 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,251,056 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,090,189 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,104,190 | CurrentTaxYearAmt |
| Total | $5,780,859 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,081,156 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,254,268 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,251,056 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,090,189 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,104,190 | CurrentTaxYearAmt |
| Total | $5,780,859 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,791,801 | SubstantialContributorsTotAmt |
| Public Support Total170 | $3,989,058 | PublicSupportTotal170Amt |
| Total Support | $5,780,859 | TotalSupportAmt |
| Public Support CY170 | 0.69000 | PublicSupportCY170Pct |
| Public Support PY170 | 0.66700 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | CMNH GOLF TOURAMENT | Event1Nm |
| Gross Receipts Event1 | $617,874 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $530,154 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $87,720 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $40,640 | NonCashPrizesEvent1Amt |
| Food And Beverage Event1 | $20,580 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $26,500 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $617,874 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $530,154 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $87,720 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $40,640 | NonCashPrizesTotalEventsAmt |
| Food And Beverage Total Events | $20,580 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $26,500 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $87,720 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $0 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (13 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| ARIZONA STATE UNIVERSITY | ||||||||
| 1151 S FOREST AVE | TEMPE | AZ | 85281 | 860196696 | 501(C)(3) | $91,750 | $0 | SCHOLARSHIPS |
| COCONINO COMMUNITY COLLEGE FOUNDATION | ||||||||
| 2800 S LONE TREE ROAD | FLAGSTAFF | AZ | 85005 | 860717956 | 501(C)(3) | $18,250 | $0 | SCHOLARSHIPS |
| EAST VALLEY INSTITUTE OF TECHNOLOGY EDUCATION FOUNDATION INC | ||||||||
| 1601 W MAIN STREET | MESA | AZ | 85201 | 860953896 | 501(C)(3) | $15,000 | $0 | SCHOLARSHIPS |
| EMBRY-RIDDLE AERONAUTICAL UNIVERSITY | ||||||||
| 3700 WILLOW CREEK ROAD | PRESCOTT | AZ | 86301 | 590936101 | 501(C)(3) | $7,500 | $0 | SCHOLARSHIPS |
| GRAND CANYON UNIVERSITY | ||||||||
| 330 W CAMELBACK RD | PHOENIX | AZ | 850173030 | 472507725 | 501(C)(3) | $24,500 | $0 | SCHOLARSHIPS |
| MARICOPA COMMUNITY COLLEGES | ||||||||
| 1833 W SOUTHERN AVE | MESA | AZ | 85202 | 860327449 | 501(C)(3) | $22,750 | $0 | SCHOLARSHIPS |
| NORTHERN ARIZONA UNIVERSITY | ||||||||
| 1900 S KNOLES DRIVE | FLAGSTAFF | AZ | 85011 | 860193726 | 501(C)(3) | $58,000 | $0 | SCHOLARSHIPS |
| PHOENIX CHILDREN'S HOSPITAL FOUNDATION | ||||||||
| 2929 E CAMELBACK RD SUITE 122 | PHOENIX | AZ | 85016 | 742421549 | 501(C)(3) | $722,602 | $0 | 2023 PHOENIX CHILDREN'S FUNDRAISING |
| UNIVERSITY OF ARIZONA | ||||||||
| 1200 E UNIVERSITY BLVD | TUCSON | AZ | 85721 | 742652689 | 501(C)(3) | $33,000 | $0 | SCHOLARSHIPS |
| WEST-MEC DISTRICT NO 402 | ||||||||
| 5487 N 99TH AVE | GLENDALE | AZ | 85305 | 271338556 | 501(C)(3) | $15,000 | $0 | SCHOLARSHIPS |
| YAVAPAI COLLEGE FOUNDATION INC | ||||||||
| 1100 E SHELDON STREET | PRESCOTT | AZ | 863013220 | 237232985 | 501(C)(3) | $15,000 | $0 | SCHOLARSHIPS |
| SMITH CHASON COLLEGEWEST COAST ULTRA SOUND INSTITUTE | ||||||||
| 3110 N CENTRAL AVE STE L-11 | PHOENIX | AZ | 85012 | 954686517 | 501(C)(3) | $8,000 | $0 | SCHOLARSHIPS |
| UNIVERSITY OF PHOENIX | ||||||||
| 4025 S RIVERPOINT PKWY | PHOENIX | AZ | 85040 | 942473210 | 501(C)(3) | $6,000 | $0 | SCHOLARSHIPS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 18 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (7 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| RENT/MORTGAGE | 8 | $25,744 |
| UTILITIES | 2 | $655 |
| HIGH-INTEREST LOANS | 2 | $1,022 |
| VEHICLE | 2 | $11,879 |
| FUNERAL | 2 | $4,150 |
| MEDICAL | 1 | $1,970 |
| SPECIFIC ASSISTANCE | 9 | $2,575 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JEFFREY MESHEY | ||||||||||||||
| VICE CHAIR | $0 | $1,034,388 | $0 | $976,181 | $0 | $18,629 | $0 | $702,640 | $0 | $43,995 | $0 | $2,775,833 | $0 | $0 |
| RONDLE AMSTUTZ | ||||||||||||||
| SECRETARY | $0 | $535,226 | $0 | $346,474 | $0 | $10,182 | $0 | $13,200 | $0 | $43,360 | $0 | $948,442 | $0 | $0 |
| CATHLEEN GRAHAM | ||||||||||||||
| DIRECTOR | $0 | $556,479 | $0 | $338,257 | $0 | $8,498 | $0 | $3,074 | $0 | $15,430 | $0 | $921,738 | $0 | $0 |
| SARA REGAN | ||||||||||||||
| DIRECTOR | $0 | $341,816 | $0 | $193,399 | $0 | $657 | $0 | $12,846 | $0 | $42,823 | $0 | $591,541 | $0 | $0 |
| THOMAS MARLOWE | ||||||||||||||
| TREASURER | $0 | $345,465 | $0 | $178,320 | $0 | $1,313 | $0 | $13,200 | $0 | $25,474 | $0 | $563,772 | $0 | $0 |
| CARLISSA WRIGHT | ||||||||||||||
| VP/EXEC DIR DF FOUNDATION | $0 | $191,103 | $0 | $59,878 | $0 | $859 | $0 | $9,115 | $0 | $30,798 | $0 | $291,753 | $0 | $0 |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | DONATED GIFT CARDS - CMN GOLF OUTING | 314 | $40,640 | INVOICES PAID |
| Yes (X) | DONATED GOODS - GREENS FEES - CMN GOLF OUTING | 180 | $26,500 | INVOICES PAID |
| Yes (X) | DONATED GOODS - FOOD - CMN GOLF OUTING | 1 | $20,580 | INVOICES PAID |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | A COPY IS PROVIDED TO THE BOARD VIA EMAIL. |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS ARE REQUIRED TO SIGN A DOCUMENT AND ATTEST TO NO CONFLICTS OF INTEREST. |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DESERT FINANCIAL CREDIT UNION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 7600 | AddressLine1Txt |
| City | GLENDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 853127600 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 860096740 | EIN |
| Primary Activities | LOANS & FINANCIAL SERVICES TO MEMBERS. | PrimaryActivitiesTxt |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(14) | ExemptCodeSectionTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| DESERT FINANCIAL CREDIT UNION | ||
| C | $204,746 | CASH AND NONCASH CONTRIBUTIONS |
| DESERT FINANCIAL CREDIT UNION | ||
| O | $140,178 | PERCENT OF SALARY |