MARC COMMUNITY RESOURCES INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MARC COMMUNITY RESOURCES INC (EIN 86-0137109)
- Tax period
- 2021-10-01 to 2022-09-30
- Filed
- 2023-08-15
- IRS object ID
- 202312279349304656
- Schema version
- 2021v4.2
- 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 C
- Schedule D
- Schedule I
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-15T07:30:35-00:00 | ReturnTs |
| Tax Period End | 2022-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 822851604 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SECHLER MORGAN CPAS PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2418 W BARROW DRIVE | AddressLine1Txt |
| City | CHANDLER | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85224 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 860137109 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Marc Community Resources Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARC | BusinessNameControlTxt |
| Phone | 4809693800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 924 N Country Club Drive | AddressLine1Txt |
| City | Mesa | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHARAREH NAJAFI-PIPER | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 4809693800 | PhoneNum |
| Signature | 2023-08-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SHARAREH | PersonFirstNm |
| Person Last | NAJAFI-PIPER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRISTINA MORGAN CPA | PreparerPersonNm |
| PTIN | P01370742 | PTIN |
| Phone | 6022302700 | PhoneNum |
| Preparation | 2023-08-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SHARAREH NAJAFI-PIPER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 924 N Country Club Dr | AddressLine1Txt |
| City | Mesa | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $32,481,733 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1957 | FormationYr |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Activity Or Mission | Inspire health, hope and happiness by delivering world class solutions to individuals, families and communities through assistance with complex medical, behavioral, and long-term needs. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 13 | TotalVolunteersCnt |
| Total Gross UBI | -$2,294 | TotalGrossUBIAmt |
| PY Contributions Grants | $5,394,444 | PYContributionsGrantsAmt |
| CY Contributions Grants | $30,565,678 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $30,842,068 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,225,916 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$9,046 | PYInvestmentIncomeAmt |
| CY Investment Income | $16,555 | CYInvestmentIncomeAmt |
| PY Other Revenue | $524 | PYOtherRevenueAmt |
| CY Other Revenue | -$96,707 | CYOtherRevenueAmt |
| PY Total Revenue | $36,227,990 | PYTotalRevenueAmt |
| CY Total Revenue | $31,711,442 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $30,800 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $64,035 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $157,930 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $34,708,070 | PYOtherExpensesAmt |
| CY Other Expenses | $35,172,142 | CYOtherExpensesAmt |
| PY Total Expenses | $34,738,870 | PYTotalExpensesAmt |
| CY Total Expenses | $35,236,177 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,489,120 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$3,524,735 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $35,242,671 | TotalAssetsBOYAmt |
| Total Assets EOY | $47,361,986 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $17,837,742 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $32,295,367 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $17,404,929 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $15,066,619 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | We inspire health, hope and happiness by delivering world class solutions to individuals, families and communities. Our primary services include housing, employment, day program, In-home supports and counseling for individuals with complex medical, behavioral and long-term care needs. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $7,883,647 | ExpenseAmt |
| Grant | $32,500 | GrantAmt |
| Revenue | $156,404 | RevenueAmt |
| Desc | Community Living Services CLS Community Living Services help people with disabilities to become as self-sufficient as possible within a home environment. Marc Community Resources Marc provides 24/7 supervision in the homes and services focus on home and community integration, engagement in activities of daily living, lifespan issues, individual needs, strengths, abilities, and preferences. Marcs Permanent Supportive Lighthouse Model is an evidence-based supported housing environment and program based on the core principles of Housing First, recovery-oriented services, self-management, member engagement and family involvement. The model braids several evidence-based approaches to create a therapeutic milieu where the individual receives the support, services, and encouragement necessary for the emergence of recovery and resilience. See Continuation on Sch O. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $7,432,434 | ExpenseAmt |
| Grant | $10,000 | GrantAmt |
| Revenue | $16,448 | RevenueAmt |
| Desc | Home and Community Based Services Today there are 18 Behavioral Health Homes and 19 homes for individuals with intellectual and developmental disabilities providing home and community-based services to over 151 members. Marcs program allows individuals with intellectual and developmental disabilities and those with serious mental illness to avoid costly institutional care including skilled nursing facilities, hospitals, or jails, saving taxpayers over 6 million in the past year. Marc earned value-based contract incentives for its Hope permanent supportive housing program helping members reduce psychiatric hospitalizations by 28, reduce engagement with mobile crisis teams by 30, increased the income of 84 of individuals served and maintained individuals in housing 100 of the time. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,877,382 | ExpenseAmt |
| Revenue | $504,350 | RevenueAmt |
| Desc | Employment Related Services Marc Community has built one of the largest employment training programs for individuals with intellectual and/or developmental disabilities, general mental health, substance use disorder, and serious mental illness in Arizona. A total of 3,010 individuals were served in our Supported Employment program with a 62 job placement rate We established a partnership with Brighton College to create a Career Academy for short term certificates and diplomas. Peer Support instructors are now certified in suicide intervention and the Copa Cookies program was created to provide job training and business operations skills to members. 99 of external stakeholders expressed satisfaction with the effectiveness of the services provided. The supported employment program for individuals with serious mental illness earned value-based incentives for achieving the following a At least 50 of members will have contact with a potential employer within 30 days of enrollment we achieved 60 and b At least 15 of members are funded by RSA post referral we achieved 15. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $7,020,156 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $21,535 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $452,938 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $29,213,619 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | Yes (true) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 37 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (true) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Martin Quintana | PersonNm |
| Phone | 4809693800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 924 N Country Club Drive | AddressLine1Txt |
| City | Mesa | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85201 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| Sharareh Najafi-Piper | |||||||
| CEO | 004.00 | 046.00 | Yes (X) | $0 | $528,208 | $31,667 | |
| John Moore | |||||||
| CFO | 004.00 | 046.00 | Yes (X) | $0 | $252,974 | $60,236 | |
| Don J Fowls | |||||||
| Chair | 002.00 | 012.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| David Day | |||||||
| Vice Chair / Treasurer | 002.00 | 012.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Deborah Elliott | |||||||
| Secretary | 002.00 | 012.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Wilford A Cardon | |||||||
| Immediate Past Chair | 002.00 | 012.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Jon Scott Williams | |||||||
| Director | 002.00 | 012.00 | $0 | $0 | $0 | Yes (X) | |
| Brian Middleton | |||||||
| Director | 002.00 | 012.00 | $0 | $0 | $0 | Yes (X) | |
| Chris Schneck | |||||||
| Director | 002.00 | 012.00 | $0 | $0 | $0 | Yes (X) | |
| Brian Kotsur | |||||||
| Director | 002.00 | 012.00 | $0 | $0 | $0 | Yes (X) | |
| Holly Williams | |||||||
| Director | 002.00 | 012.00 | $0 | $0 | $0 | Yes (X) | |
| Diane Hough | |||||||
| Director | 002.00 | 012.00 | $0 | $0 | $0 | Yes (X) | |
| A Melvin McDonald | |||||||
| Director | 002.00 | 012.00 | $0 | $0 | $0 | Yes (X) | |
| Abraham Barton | |||||||
| Director | 002.00 | 012.00 | $0 | $0 | $0 | Yes (X) | |
| Craig A Cardon | |||||||
| Director | 002.00 | 012.00 | $0 | $0 | $0 | Yes (X) | |
| Paul Barnes | |||||||
| Director thru 12/31/21 | 002.00 | 012.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Reportable Comp Rltd Org | $781,182 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $91,903 | TotalOtherCompensationAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| COPA Health Inc | |||||
| 924 N Country Club Dr | Mesa | AZ | 85201 | Program/Support Services | $6,022,557 |
| Torcom Companies LLC | |||||
| 34406 N 27th Dr | Phoenix | AZ | 85085 | Construction Services | $1,176,906 |
| Integrated Energy Solutions USA LLC | |||||
| 16772 W Bell Rd Ste 110-490 | Surprise | AZ | 85374 | Construction Services | $533,920 |
| AZ Wrangler Construction LLC | |||||
| 4091 E Melody Dr | Gilbert | AZ | 85234 | Construction Services | $464,927 |
| Nextgen Healthcare Inc | |||||
| PO Box 511449 | Los Angeles | CA | 90051 | Claims/Billing System | $312,244 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 10 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $29,493,166 | GovernmentGrantsAmt |
| All Other Contributions | $1,072,512 | AllOtherContributionsAmt |
| Noncash Contributions | $3,477 | NoncashContributionsAmt |
| Total Contributions | $30,565,678 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Residential Services | 623990 | $180,804 | $180,804 |
| Employment Services | 624310 | $574,608 | $574,608 |
| Subsidiary Services | 900099 | $213,903 | $213,903 |
| Outpatient Clinic | 624100 | $194,361 | $194,361 |
| Day Services | 621400 | $26,078 | $26,078 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $36,162 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $36,162 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,225,916 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,673 | TotalRevenueColumnAmt |
| Exclusion | $17,673 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $562,799 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $587,199 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$24,400 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$24,400 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$24,400 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $15,550 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $16,668 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$1,118 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,118 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$1,118 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $96,166 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $166,424 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$70,258 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$70,258 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Legal Restitution | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $245 | TotalRevenueColumnAmt |
| Exclusion | $245 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$2,049 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $31,711,442 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,130,140 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$2,294 | UnrelatedBusinessRevenueAmt |
| Exclusion | $17,918 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,035 | TotalAmt |
| Program Services | $64,035 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,022,558 | TotalAmt |
| Management And General | $5,864,628 | ManagementAndGeneralAmt |
| Fundraising | $157,930 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,000 | TotalAmt |
| Program Services | $119,000 | ProgramServicesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees For Services Prof Fundraising | FeesForServicesProfFundraising |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,289,120 | TotalAmt |
| Program Services | $23,289,120 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $960,451 | TotalAmt |
| Program Services | $960,451 | ProgramServicesAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $437,439 | TotalAmt |
| Program Services | $437,439 | ProgramServicesAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,365,625 | TotalAmt |
| Program Services | $1,365,625 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $858,606 | TotalAmt |
| Program Services | $858,606 | ProgramServicesAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,443 | TotalAmt |
| Program Services | $6,443 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $443,662 | TotalAmt |
| Program Services | $443,662 | ProgramServicesAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,414,229 | TotalAmt |
| Program Services | $1,414,229 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $218,342 | TotalAmt |
| Program Services | $218,342 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Bad Debt Expense | Desc |
| Total | $36,667 | TotalAmt |
| Program Services | $36,667 | ProgramServicesAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,236,177 | TotalAmt |
| Program Services | $29,213,619 | ProgramServicesAmt |
| Management And General | $5,864,628 | ManagementAndGeneralAmt |
| Fundraising | $157,930 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,059,113 | BOYAmt |
| EOY | $804,084 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,506,682 | BOYAmt |
| EOY | $18,814,401 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,899,510 | BOYAmt |
| EOY | $1,747,931 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,291 | BOYAmt |
| EOY | $4,291 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $571,556 | BOYAmt |
| EOY | $594,297 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $40,376,201 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $18,503,101 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,764,715 | BOYAmt |
| EOY | $21,873,100 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $114,907 | BOYAmt |
| EOY | $168,630 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,000 | BOYAmt |
| EOY | $1,000 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,920,763 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,400,134 | BOYAmt |
| EOY | $3,354,252 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,242,671 | BOYAmt |
| EOY | $47,361,986 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,010,653 | BOYAmt |
| EOY | $597,267 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $584,023 | BOYAmt |
| EOY | $3,295,731 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,267,451 | BOYAmt |
| EOY | $12,255,940 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,004 | BOYAmt |
| EOY | $115,576 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $173,964 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,694,647 | BOYAmt |
| EOY | $16,030,853 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,837,742 | BOYAmt |
| EOY | $32,295,367 | 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 | $16,227,876 | BOYAmt |
| EOY | $12,889,566 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,177,053 | BOYAmt |
| EOY | $2,177,053 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,404,929 | BOYAmt |
| EOY | $15,066,619 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,242,671 | BOYAmt |
| EOY | $47,361,986 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$3,524,735 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,186,425 | NetUnrlzdGainsLossesInvstAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
| Public Support Total170 | $0 | PublicSupportTotal170Amt |
| Public Support CY170 | 0.00000 | PublicSupportCY170Pct |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $228,891 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $778,818 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $486,921 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,394,444 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,565,678 | CurrentTaxYearAmt |
| Total | $37,454,752 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $33,619,677 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $32,383,643 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $31,914,314 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $30,842,068 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,887,155 | CurrentTaxYearAmt |
| Total | $130,646,857 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $41,271 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $48,305 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,724 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,386 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $245 | CurrentTaxYearAmt |
| Total | $111,931 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $33,889,839 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,210,766 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $32,421,959 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $36,237,898 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $32,453,078 | CurrentTaxYearAmt |
| Total | $168,213,540 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,732 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,131 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,617 | CurrentTaxYearMinus2YearsAmt |
| Total | $28,480 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $783,115 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $926,948 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,487,149 | CurrentTaxYearMinus2YearsAmt |
| Total | $3,197,212 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $793,847 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $935,079 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,496,766 | CurrentTaxYearMinus2YearsAmt |
| Total | $3,225,692 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $164,987,848 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,465,003 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $90,488 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $67,399 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,209 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,673 | CurrentTaxYearAmt |
| Total | $1,643,772 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,465,003 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $90,488 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $67,399 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,209 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,673 | CurrentTaxYearAmt |
| Total | $1,643,772 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,620 | CurrentTaxYearMinus4YearsAmt |
| Total | $8,620 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $35,363,462 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,301,254 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $32,489,358 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $36,241,107 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $32,470,751 | CurrentTaxYearAmt |
| Total | $169,865,932 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.97130 | PublicSupportCY509Pct |
| Public Support PY509 | 0.96780 | PublicSupportPY509Pct |
| Investment Income CY | 0.00970 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00970 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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 C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $53,500 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $151,230 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $204,730 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $29,008,889 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $29,213,619 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $100,036 | CurrentYearMinus3Amt |
| Current Year Minus2 | $190,934 | CurrentYearMinus2Amt |
| Current Year Minus1 | $46,458 | CurrentYearMinus1Amt |
| Current Year | $204,730 | CurrentYearAmt |
| Total | $542,158 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $36,332 | CurrentYearMinus3Amt |
| Current Year Minus2 | $76,325 | CurrentYearMinus2Amt |
| Current Year | $53,500 | CurrentYearAmt |
| Total | $166,157 | TotalAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (true) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,177,053 | BeginningYearBalanceAmt |
| Contributions | $1,000,000 | ContributionsAmt |
| End Year Balance | $2,177,053 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,298,941 | BeginningYearBalanceAmt |
| Other Expenditures | $121,888 | OtherExpendituresAmt |
| End Year Balance | $1,177,053 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,332,678 | BeginningYearBalanceAmt |
| Other Expenditures | $33,737 | OtherExpendituresAmt |
| End Year Balance | $1,298,941 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,217,160 | BeginningYearBalanceAmt |
| Contributions | $155,625 | ContributionsAmt |
| Other Expenditures | $40,107 | OtherExpendituresAmt |
| End Year Balance | $1,332,678 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,412,186 | BeginningYearBalanceAmt |
| Contributions | $40,107 | ContributionsAmt |
| Other Expenditures | $235,133 | OtherExpendituresAmt |
| End Year Balance | $1,217,160 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Endowment Balance EOY | 1.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,147,093 | OtherCostOrOtherBasisAmt |
| Book Value | $5,147,093 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $26,992,937 | OtherCostOrOtherBasisAmt |
| Depreciation | $12,727,331 | DepreciationAmt |
| Book Value | $14,265,606 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,039,439 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,156,028 | DepreciationAmt |
| Book Value | $883,411 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,120,852 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,619,742 | DepreciationAmt |
| Book Value | $1,501,110 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $75,880 | OtherCostOrOtherBasisAmt |
| Book Value | $75,880 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $21,873,100 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc |
|---|
| Financial derivatives and other financial products |
| Closely-held equity interests |
Other Assets Org OtherAssetsOrgGrp (7 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Receivable - TecMarc | $182,835 |
| Other Receivable - PIR Clearing | $27,644 |
| Receivable - Oasis Phase I | $81,538 |
| Receivable - Oasis Phase II | $57,819 |
| Receivable - Marc Foundation | $584,877 |
| Due From TecMarc | $1,826,407 |
| Derivative Financial Instrument | $593,132 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $3,354,252 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| Federal income taxes | |
| Deferred Rent | $9,632 |
| Refundable Advance | $127,434 |
| Due from COPA Health | $15,888,491 |
| Due from Partners | $5,296 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $16,030,853 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $33,589,836 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,186,425 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $751,004 | OtherRevenueAmt |
| Revenue Not Reported | $1,937,429 | RevenueNotReportedAmt |
| Revenue Subtotal | $31,652,407 | RevenueSubtotalAmt |
| Other Revenues Not Included | $59,035 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $59,035 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $31,711,442 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $35,928,146 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $751,004 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $751,004 | ExpensesNotReportedAmt |
| Expenses Subtotal | $35,177,142 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $59,035 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $59,035 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $35,236,177 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| IV 2b | Marc Community Resources acts as a fiduciary for consumer personal funds. A separate checking account is maintained and balances per consumer are tracked. |
| V 4 | Net Assets with Donor Restrictions were restricted for the following purpose Restrictions on donated vehicles and real property, which is required to serve as housing for very low income residents. |
| X 2 | Management believes that it has appropriate support for any tax positions taken, and as such, does not have any uncertain tax positions that are material to the consolidated financial statements. |
| XI 1 | This portion of Sch D is optional when the organization is included in a consolidated audit. The revenues reflected on this line are those attributable to the filing organization within the consolidated audit, pulled from the supplemental schedules, and not the full consolidated audit reported revenues. |
| XI 2d | Donation income of 5,000 was reclassified to Part VIII, Line 1f. Program rental expenses of 573,923 were reclassified to Part VIII, Line 6b. Cost of Goods Sold of 166,424 was reclassfied to Part VIII, Line 10b. Credit card rebate income of 15,657 was reclassed and reported on Part IX, Line 13 as a reduction of expense. |
| XI 4b | Donation was reclassed from the consolidated revenue amount to the individual entity for this organization. |
| XII 1 | This portion of Sch D is optional when the organization is included in a consolidated audit. The expenses reflected on this line are those attributable to the filing organization within the consolidated audit, pulled from the supplemental schedules, and not the full consolidated audit reported expenses. |
| XII 2d | Donation income of 5,000 was reclassified to Part VIII, Line 1f. Program rental expenses of 573,923 were reclassified to Part VIII, Line 6b. Cost of Goods Sold of 166,424 was reclassfied to Part VIII, Line 10b. Credit card rebate income of 15,657 was reclassed and reported on Part IX, Line 13 as a reduction of expense. |
| XII 4b | Donation was reclassed from the consolidated revenue amount to the individual entity for this organization. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| American Heart Association Inc | |||||||
| 7272 Greenville Ave | Dallas | TX | 75231 | 135613797 | 501c3 | $20,000 | Phoenix Go Red Program |
| Boys & Girls Clubs of Ctrl AZ | |||||||
| 335 E Aubrey St | Prescott | AZ | 86303 | 860964489 | 501c3 | $10,000 | Program Support |
| Legacy Cares Inc | |||||||
| 6321 S Ellsworth Rd | Mesa | AZ | 85212 | 843520422 | 501c3 | $5,150 | Program Support |
| Various under reporting threshold | |||||||
| 501c3 | $28,885 | Program Support | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I Line 2 | FormAndLineReferenceDesc |
| Explanation | The organization works closely with the grantee organizations in support of their programs and monitors its use. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
| Rebuttable Presumption Proc | false | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt |
|---|---|---|---|---|---|---|
| Sharareh Najafi-Piper | ||||||
| CEO | $287,566 | $220,819 | $19,823 | $31,667 | $559,875 | |
| John Moore | ||||||
| CFO | $186,751 | $60,000 | $6,223 | $44,180 | $313,210 | $16,056 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I Line 3 | Related Organization Compensation policy in effect Each year the Board approves the performance goals for the CEO based primarily on the Board approved strategic plan. At the end of the year, the board chair completes a performance evaluation. In addition to the performance evaluation, the board is provided data from the most recent GuideStar Compensation Study and/or credible surveys/studies. The board is provided a five year historical wage analysis that breaks down all of the components of comprehensive compensation. Periodically, the Organization contracts with an independent organization to conduct a formal compensation study to provide the board with benchmark data and provide independent assurances that compensation is reasonable based on IRS guidelines. Finally, the board is provided the breakdown of comprehensive compensation to all officers and key employees that report directly to the CEO. The board convenes to approve compensation that is appropriately comparable per IRS guidelines and consistent with the performance evaluations. |
| Part I Line 4b | The individuals listed are paid through a related party, COPA Health, Inc. which made contributions to their Non-Qualified deferred compensation 457b Plan for these employees for the 2021 calendar year Sharareh Najafi-Piper 323 and John Moore 6,223. Employer contributions to the Non-Qualified 457b Plan are reported within the employees Form W-2 wages and as such, the employer contributions are reported within Schedule J, Line B iii Other reportable compensation and are not reported in Column C Retirement and other deferred compensation. |
| Part I Line 7 | Non-fixed Payments From the related organization, discretionary bonuses were given to employees based on their performance reviews, the companys performance, and feasibility. The organization has a committee that reviews all executive compensation through review of comparative data and this compensation is approved by the board in advance of any payments being made. COPA Health Inc. provided bonuses to Sharareh Najafi-Piper 220,819 and John Moore 60,000. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| The Industrial Development Authority of the County of Maricopa | |||||||
| A | 860445263 | 2018-04-26 | $8,285,000 | Refinance 2013 A B Bonds issued on 12/23/2013 | false | false | false |
| The Industrial Development Authority of the County of Maricopa | |||||||
| B | 860445263 | 2018-04-26 | $4,657,000 | Acquisition of Partners in Recovery and refinancing existing loans LOC | false | false | false |
| The Industrial Development Authority of the County of Maricopa | |||||||
| C | 860445263 | 2020-01-31 | $3,100,000 | Purchasing a property | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $236,282 | $8,285,000 | $4,319 | Yes (true) | false | Yes (true) | Yes (true) | |||
| B | $132,814 | $4,657,000 | $306,439 | false | false | Yes (true) | Yes (true) | $1,944,281 | $2,406,280 | 2018 |
| C | $18,364 | $3,100,000 | $60,974 | false | false | Yes (true) | Yes (true) | $3,039,026 | 2020 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd |
|---|---|---|---|---|---|---|
| A | false | false | false | false | false | false |
| B | false | false | false | false | false | false |
| C | false | false | false | false | false | false |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd |
|---|---|---|---|---|---|---|---|
| Wells Fargo | |||||||
| A | Yes (true) | Yes (true) | 0000000010.000000000000 | false | false | false | false |
| Wells Fargo | |||||||
| B | Yes (true) | Yes (true) | 0000000010.000000000000 | false | false | false | false |
| Wells Fargo | |||||||
| C | Yes (true) | Yes (true) | 0000000010.000000000000 | false | false | false | false |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | false |
| B | false |
| C | false |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (15 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4d | Program Service Expenses 4,755,136, Grants and allocations 5,560, Revenue 26,078 Community Day Services CDS Programs served 85 members with intellectual and developmental disabilities. CDS programs help keep the family unit intact by allowing parents to work while the son or daughter participates in meaningful day activities that focus on living skills, socialization, and community integration. 100 of individuals served were satisfied with services and 98 of service participants expressed those services met or exceeded their expectations. With so many members unable to participate in person due to the pandemic, CDS programs introduced telehealth to provide music therapy, Zumba classes, story sharing, art, and non-bake cooking classes. Our behavioral health day programs Villages served 558 members. The Villages program has been successful in assisting members in their personal recovery process through an integrated services package in which members are provided with opportunities to be actively involved in determining their learning, working and recreational activities. |
| Form 990, Part III, Line 4d | Program Service Expenses 2,067,873, Grants and allocations 15,975, Revenue 194,361 Outpatient Clinic Marc served over 10,000 individuals through our integrated outpatient health clinics in Arizona, an overall growth rate of 15 making us the largest integrated clinic operator for individuals with serious mental illness in Maricopa County. Given the unique challenges our members face, Marc provides both comprehensive mental health services and primary care physical healthcare, including health and wellness programs, addressing both mind and body with convenient service options that include face-to-face, telehealth or telephonic services depending on the individuals preference. Marc has a cadre of 30 licensed behavioral health professionals who conduct both individual and group therapy. Marc provides ongoing training for therapists in several evidence-based techniques these include EMDR, DBT, CET and Applied Behavior Analysis. These therapies are known to effectively address symptoms of trauma, anxiety, depression and significant maladaptive behaviors that are barriers to employment, relationships and activities of daily living. |
| Form 990, Part III, Line 4d | Program Service Expenses 197,147, Grants and allocations 0, Revenue 18,596 Other Housing Marc Community Resources received homes from the City of Mesa associated with the Federal Neighborhood Stabilization Program. These homes are rented out to qualifying low-income tenants. |
| Form 990, Part III, Line 4d | Program Service Expenses 0, Grants and allocations 0, Revenue 213,903 Revenue from cost reimbursements and technical agreements with subsidiaries that are under the common control of the related organization, COPA Health, Inc. The related reimbursed expenses are reported as Administrative expenses on the statement of functional expenses, in agreement with the audited financial statements. Additionally, Marc Community Resources utilizes its infrastructure in-place to offer minor maintenance projects to similarly situated 501 c3 organizations. |
| Form 990, Part III, Line 4d | Program Service Expenses 0, Grants and allocations 0, Revenue 0 Community Living Service - Continued from Part III, Line 4a - A report by the ASUs Morrison Institute concluded that Marcs Permanent Supportive Lighthouse Housing Program for individuals with serious mental illness reduced taxpayer costs by 29 once homeless individuals became housed and quantitatively delineated that the financial costs of individuals with SMI in permanent supportive housing were 28.7 lower than individuals with SMI experiencing chronic homelessness. In the 5-year study The Morrison Institute examined the Lighthouse Program and found that behavioral health costs declined 36, while spending on physical health, pharmacy, and skills training increased, demonstrating a shift in spending away from crisis management toward recovery and personal development. |
| Form 990, Part V, Section A, Line 2 | Board director Wilford A. Cardon and Board director Craig A. Cardon are related, as defined by the IRS definition of a relative. |
| Form 990, Part VI, Section A, Line 3 | The filing organization contracted with one of its related organizations, COPA Health, Inc. COPA, for management and programmatic services medical staff services. COPA provides the CEO and CFO for the filing organization and they were paid 48,989 and 21,356 by COPA respectively during the fiscal year for the services they provided to the filing organization. As COPA and the filing organization are related organizations, the 2021 calendar year related party compensation and benefits for the CEO and CFO are reported on Form 990, Part 7, Section A, columns E F, and Sch J, Part II, row ii of line 1 2. |
| Form 990, Part VI, Section A, Line 6 7a | COPA Health, Inc COPA is the sole member of the filing organization. Under this arrangement, the full Board of Directors and officers of COPA act as the full Board of Directors and officers for the filing organization. |
| Form 990, Part VI, Section A, Line 7b | The following acts require approval from the Sole Member 1 Amendments to the Organizations Bylaws, and 2 Borrowing money from any lender. |
| Form 990, Part VI, Section B, Line 11b | Copies of the 990 and all related schedules are sent to the Board of Directors for review after being reviewed and approved by the Audit Committee. Any questions the Board might have are directed back to the Chief Financial Officer. The 990 is then discussed at a full board meeting and approved by the Board of Directors. |
| Form 990, Part VI, Section B, Line 12c | Enforcing agency policy on conflicts of interest is the responsibility of the Enterprise Risk, Audit, and Finance Committee of the Board of Directors. This committee dedicates one meeting per year to 1 Ensure all conflict of interest statements have been received, 2 Ensure conflicts are fully understood and implications discussed and disposition agreed upon, 3 Ensure that board members with conflicts, if any, follow policy with respect to voting on matters that they may have a conflict with, and 4 Recommend enhancements to existing forms, policies, and training related to conflicts of interest. |
| Form 990, Part VI, Section B, Line 15 | The Organization does not currently have any paid officers or employees. However, a compensation policy is in place that would require the Board as a whole, as the Executive Committee, to review the compensation of all officers by comparing their compensation to compensation of individuals in like positions, in like organizations using Form 990, compensation studies, and other available data. The Board or Committee would then approve any changes in compensation based on this information. |
| Form 990, Part VI, Section C, Line 19 | The Organization will provide in a timely manner, copies of all policies, procedures, annual financial audits, and Forms 990 when requested in writing or in person. |
| Form 990, Part IX, Line 11g | Other Contract Services were for programmatic services medical staff services, interpreters, and temporary personnel paid to COPA Health, Inc., a related nonprofit, and other contractors. |
| Form 990, Part XII, Line 2c | The Board of Directors has an Enterprise Risk, Audit, and Finance Committee that is tasked to oversee the consolidated financial statement audit and select the independent auditor. There have been no changes to the selection and oversight process from the prior year. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| The Marc Foundation | |||||||||||
| 924 N Country Club Dr | Mesa | AZ | 85201 | 860604565 | Planned Giving | AZ | 501c 3 | 12 | COPA Health Inc | false | |
| Advocates for the Disabled | |||||||||||
| 924 N Country Club Dr | Mesa | AZ | 85201 | 860285294 | Assist w/ govt benefits | AZ | 501c 3 | 7 | COPA Health Inc | false | |
| Villages at Oasis Park Phase I | |||||||||||
| 924 N Country Club Dr | Mesa | AZ | 85201 | 271838305 | Special needs housing | AZ | 501c 3 | 12 | COPA Health Inc | false | |
| Villages at Oasis Park Phase II | |||||||||||
| 924 N Country Club Dr | Mesa | AZ | 85201 | 273345879 | Special needs housing | AZ | 501c 3 | 12 | COPA Health Inc | false | |
| Partners in Recovery | |||||||||||
| 924 N Country Club Dr | Mesa | AZ | 85201 | 264681471 | Serving the seriously mentally ill population | AZ | 501 c 3 | 10 | COPA Health Inc | false | |
| COPA Health Inc | |||||||||||
| 924 N Country Club Dr | Mesa | AZ | 85201 | 844608444 | Support and programmatic resources | AZ | 501 c 3 | 12 | false | N/A | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Echo Medical Holdings LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5625 W Bell Rd | AddressLine1Txt |
| City | Glendale | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85308 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 871167544 | EIN |
| Primary Activities | Pharmacy | PrimaryActivitiesTxt |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Predominant Income Type | Excluded | PredominantIncomeTypeTxt |
| Disproportionate Allocations | false | DisproportionateAllocationsInd |
| General Or Managing Partner | false | GeneralOrManagingPartnerInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TecMarc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 924 N Country Club Dr | AddressLine1Txt |
| City | Mesa | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 262119128 | EIN |
| Primary Activities | Technical Services | PrimaryActivitiesTxt |
| Legal Domicile State | AZ | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Marc Community Resources | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C Corp | EntityTypeTxt |
| Share Of Total Income | $186,233 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $345,437 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (true) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| TecMarc | ||
| a | $13,276 | FMV |
| TecMarc | ||
| m | $54,952 | Contract, FMV |
| TecMarc | ||
| q | $102,996 | Contract, FMV |