VITALYST HEALTH FOUNDATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- VITALYST HEALTH FOUNDATION (EIN 86-0097240)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-02-13
- IRS object ID
- 201540449349302549
- Schema version
- 2013v4.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-02-13T16:07:22-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 860133881 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HENRY & HORNE LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2055 E WARNER RD STE 101 | AddressLine1 |
| City | TEMPE | City |
| State | AZ | State |
| ZIP Code | 85284 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 860097240 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST LUKE'S HEALTH INITIATIVES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STLU | BusinessNameControlTxt |
| Phone | 6023856500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2929 N CENTRAL AVENUE NO 1550 | AddressLine1 |
| City | PHOENIX | City |
| State | AZ | State |
| ZIP Code | 85012 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUZANNE PFISTER | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 6023856500 | PhoneNum |
| Signature | 2015-02-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | COLETTE KAMPS CPA | PreparerPersonNm |
| PTIN | P00367616 | PTIN |
| Phone | 4808394900 | PhoneNum |
| Preparation | 2015-02-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SUZANNE PFISTER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2929 N CENTRAL AVENUE NO 1550 | AddressLine1 |
| City | PHOENIX | City |
| State | AZ | State |
| ZIP Code | 85012 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $26,205,131 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SLHI.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1908 | FormationYr |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Activity Or Mission | TO INFORM, CONNECT AND SUPPORT EFFORTS TO IMPROVE THE HEALTH OF INDIVIDUALS & COMMUNITIES IN AZ. | ActivityOrMissionDesc |
| Voting Members Governing Body | 26 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 25 | VotingMembersIndependentCnt |
| Total Employee | 15 | TotalEmployeeCnt |
| Total Volunteers | 25 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$275,884 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $142,565 | PYContributionsGrantsAmt |
| CY Contributions Grants | $431,031 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,766,884 | PYInvestmentIncomeAmt |
| CY Investment Income | $8,571,698 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $5,909,449 | PYTotalRevenueAmt |
| CY Total Revenue | $9,002,729 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,371,343 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,238,922 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,929,804 | PYOtherExpensesAmt |
| CY Other Expenses | $3,741,224 | CYOtherExpensesAmt |
| PY Total Expenses | $4,301,147 | PYTotalExpensesAmt |
| CY Total Expenses | $4,980,146 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,608,302 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,022,583 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $108,853,801 | TotalAssetsBOYAmt |
| Total Assets EOY | $124,981,179 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,164,691 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,206,182 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $107,689,110 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $123,774,997 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO INFORM, CONNECT AND SUPPORT EFFORTS TO IMPROVE THE HEALTH OF INDIVIDUALS AND COMMUNITIES IN ARIZONA. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,367,936 | ExpenseAmt |
| Desc | SLHI INVESTS IN THE DEVELOPMENT AND SUPPORT OF ACTIVITIES, PROGRAMS AND ORGANIZATIONS THAT IMPROVE THE HEALTH OF PEOPLE AND THEIR COMMUNITIES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $969,543 | ExpenseAmt |
| Desc | HEALTH POLICY - SLHI'S HEALTH POLICY PROGRAM'S PURPOSE IS TO CONDUCT RELEVANT AND TIMELY POLICY RESEARCH, TO PROVIDE BALANCED, NON-PARTISAN INFORMATION ON HEALTH ISSUES IN ARIZONA AND TO SERVE AS A CONVENER TO DISCUSS THOSE ISSUES AND TRANSLATE IDEAS IN ACTION. THIS HAS MANIFESTED ITSELF MOST CLEARLY IN SUPPORT FOR THE COVER AZ COALITION, A GROUP OF MORE THAN 600 ORGANIZATIONS THAT ARE HELPING TO ENROLL PEOPLE IN MEDICAID AND THE FEDERAL INSURANCE MARKETPLACE. SLHI SUPPORTS ENROLLMENT ASSISTANCE, PUBLIC AWARENESS AND COMMUNITY OUTREACH FOR THIS STATEWIDE EFFORT. IT IS ALSO ENGAGED IN A STATEWIDE ANALYSIS OF THE HEALTHCARE WORKFORCE TO DETERMINE CURRENT LEVELS AND PROJECTED DEMAND. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $406,961 | ExpenseAmt |
| Desc | COMMUNITY DEVELOPMENT - SUPPORTING STRENGTH-BASED COMMUNITY DEVELOPMENT EVOLVED FROM THE HEALTH IN A NEW KEY INITIATIVE. THE IDEA IS TO ASSIST COMMUNITIES TO DISCOVER THEIR OWN RESOURCES AND LEVERAGE EXTERNAL SUPPORT TO ADDRESS COMMUNITY HEALTH ISSUES. SLHI HAS SUPPORTED EFFORTS TO IMPROVE HEALTHY EATING AND ACTIVE LIVING AND TO INCREASE ACCESS TO HEALTH CARE. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $201,025 | ExpenseAmt |
| Desc | THE TECHNICAL ASSISTANCE PROGRAM'S PURPOSE IS TO HELP COALITIONS OF SMALL- TO MID-SIZE NONPROFIT AGENCIES DEVELOP THE TOOLS AND RESOURCES THEY NEED TO RESOLVE CRITICAL MANAGEMENT AND COMMUNITY HEALTH ISSUES BY PROVIDING THEM WITH TECHNICAL ASSISTANCE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $201,025 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $3,945,465 | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | 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 | 23 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 15 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | CJ | ForeignCountryCd |
| Foreign Country | BD | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 26 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 25 | 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 | Yes (1) | 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 | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6023856500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2929 N CENTRAL AVENUE NO 1550 | AddressLine1 |
| City | PHOENIX | City |
| State | AZ | State |
| ZIP Code | 85012 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| ROBERT APPLEWHITE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MUSTAPHA MAHMUD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DANIEL R CALLAHAN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAVIER CARDENAS MD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RANDAL C CHRISTENSEN MD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAN C COLEMAN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BOB ENGLAND | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| FRANK FAIRBANKS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PRISCILLA FOOTE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| VANESSA HILL | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ESSEN OTU | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MAURICE PORTLEY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT POSNER MD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DEAN RENNELL | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JUDY SHANNON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SHERRI SLAYTON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK STAUDOHAR | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARTHA TAYLOR THOMAS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NICHOLAS VASQUEZ | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBIN RODIE VITOLS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ALEXANDRA ZAVALA | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BETH SCHERMER | |||||||
| CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| THOMAS SANDS | |||||||
| TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| LISA URIAS | |||||||
| SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| GARY J VOLKENANT | |||||||
| VICE CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| SUZANNE PFISTER | |||||||
| CEO - STARTED 10/13 | 40.00 | Yes (X) | $41,113 | $0 | $538 | Yes (X) | |
| ROY PRINGLE | |||||||
| COO | 40.00 | $148,800 | $0 | $22,834 | Yes (X) | ||
| ELIZABETH MCNAMEE | |||||||
| DIRECTOR, COMMUNITY DEVELO | 40.00 | $123,875 | $0 | $12,545 | Yes (X) | ||
| JON FORD | |||||||
| DIRECTOR, COMMUNICATIONS | 40.00 | $117,900 | $0 | $11,790 | Yes (X) | ||
| KIM VANPELT | |||||||
| DIRECTOR, ARIZONA HEALTH F | 40.00 | $116,040 | $0 | $23,776 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $547,728 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $71,483 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MORGAN STANLEY WEALTH MANAGEMENT LLC | |||||
| 1585 BROADWAY | NEW YORK | NY | 10036 | INVESTMENT MANAGEMENT | $343,517 |
| EAGLE CAPITAL MANAGEMENT | |||||
| 499 PARK AVE 17TH FLOOR | NEW YORK | NY | 10022 | INVESTMENT MANAGEMENT | $174,719 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $103,145 | GovernmentGrantsAmt |
| All Other Contributions | $327,886 | AllOtherContributionsAmt |
| Total Contributions | $431,031 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,885,914 | TotalRevenueColumnAmt |
| Exclusion | $1,885,914 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $23,888,186 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $17,202,402 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,685,784 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,685,784 | TotalRevenueColumnAmt |
| Exclusion | $6,685,784 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,002,729 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $8,571,698 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $300,393 | TotalAmt |
| Program Services | $73,634 | ProgramServicesAmt |
| Management And General | $226,759 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $731,024 | TotalAmt |
| Program Services | $705,782 | ProgramServicesAmt |
| Management And General | $25,242 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,001 | TotalAmt |
| Program Services | $59,765 | ProgramServicesAmt |
| Management And General | $19,236 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,609 | TotalAmt |
| Program Services | $33,039 | ProgramServicesAmt |
| Management And General | $12,570 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,895 | TotalAmt |
| Program Services | $62,384 | ProgramServicesAmt |
| Management And General | $20,511 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,561 | TotalAmt |
| Program Services | $335 | ProgramServicesAmt |
| Management And General | $9,226 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,000 | TotalAmt |
| Management And General | $18,000 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $493,007 | TotalAmt |
| Management And General | $493,007 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,640 | TotalAmt |
| Program Services | $13,698 | ProgramServicesAmt |
| Management And General | $20,942 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,527 | TotalAmt |
| Program Services | $25,399 | ProgramServicesAmt |
| Management And General | $8,128 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,046 | TotalAmt |
| Program Services | $19,151 | ProgramServicesAmt |
| Management And General | $6,895 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $252,488 | TotalAmt |
| Program Services | $188,053 | ProgramServicesAmt |
| Management And General | $64,435 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,730 | TotalAmt |
| Program Services | $22,294 | ProgramServicesAmt |
| Management And General | $7,436 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,053 | TotalAmt |
| Program Services | $42,148 | ProgramServicesAmt |
| Management And General | $7,905 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,869 | TotalAmt |
| Management And General | $20,869 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,895 | TotalAmt |
| Management And General | $18,895 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PROGRAM RELATED CONTRAC | $1,463,734 | $1,445,532 | $18,202 |
| SUPPORTED ORGANIZATIONS | $1,207,070 | $1,207,070 | |
| MISCELLANEOUS | $52,048 | $40,142 | $11,906 |
| RECRUITING | $23,240 | $23,240 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,316 | TotalAmt |
| Program Services | $7,039 | ProgramServicesAmt |
| Management And General | $1,277 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,980,146 | TotalAmt |
| Program Services | $3,945,465 | ProgramServicesAmt |
| Management And General | $1,034,681 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,326 | BOYAmt |
| EOY | $79,981 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,684,955 | BOYAmt |
| EOY | $2,420,129 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,988 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $111,686 | BOYAmt |
| EOY | $65,910 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,600 | BOYAmt |
| EOY | $42,949 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $753,953 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $570,097 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $209,707 | BOYAmt |
| EOY | $183,856 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,116,526 | BOYAmt |
| EOY | $80,971,386 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,560,013 | BOYAmt |
| EOY | $41,216,968 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,853,801 | BOYAmt |
| EOY | $124,981,179 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $186,904 | BOYAmt |
| EOY | $220,158 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $600,250 | BOYAmt |
| EOY | $495,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $377,537 | BOYAmt |
| EOY | $491,024 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,164,691 | BOYAmt |
| EOY | $1,206,182 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,259,304 | BOYAmt |
| EOY | $105,317,688 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,134,871 | BOYAmt |
| EOY | $9,162,374 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,294,935 | BOYAmt |
| EOY | $9,294,935 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,689,110 | BOYAmt |
| EOY | $123,774,997 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,853,801 | BOYAmt |
| EOY | $124,981,179 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $4,022,583 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $12,063,304 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Certification | Yes (X) | CertificationInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Supported Org Information SupportedOrgInformationGrp (27 entries)
| EINEIN | Organization TypeOrganizationTypeDesc | Governing Document ListedGoverningDocumentListedInd | Supported Org NotifiedSupportedOrgNotifiedInd | US OrganizedUSOrganizedInd | SupportSupportAmt |
|---|---|---|---|---|---|
| ADELANTE HEALTHCARE | |||||
| 860377821 | 7 | 0 | Yes (1) | Yes (1) | $10,000 |
| ALHAMBRA SCHOOL DISTRICT | |||||
| 866000534 | 7 | 0 | Yes (1) | Yes (1) | $23,100 |
| AMERICAN ACADEMY OF PEDIATRICS- ARIZONA FOUNDATION | |||||
| 860917603 | 7 | 0 | Yes (1) | Yes (1) | $7,700 |
| AREA AGENCY ON AGING | |||||
| 742371957 | 7 | 0 | Yes (1) | Yes (1) | $44,745 |
| ARIZONA CENTER FOR THE BLIND AND VISUALLY IMPAIRED | |||||
| 860133392 | 7 | 0 | Yes (1) | Yes (1) | $62,870 |
| ARIZONA COMMUNITY FOUNDATION | |||||
| 860348306 | 7 | 0 | Yes (1) | Yes (1) | $10,000 |
| ARIZONA GRANTMAKERS FORUM | |||||
| 861040394 | 7 | 0 | Yes (1) | Yes (1) | $6,000 |
| ARIZONA HOUSING ALLIANCE | |||||
| 263711600 | 7 | 0 | Yes (1) | Yes (1) | $5,000 |
| ARIZONA PUBLIC HEALTH ASSOCIATION | |||||
| 510198821 | 7 | 0 | Yes (1) | Yes (1) | $5,000 |
| CENTER FOR THE FUTURE OF ARIZONA-AZ WE WANT | |||||
| 820538372 | 7 | 0 | Yes (1) | Yes (1) | $50,000 |
| CIRCLE THE CITY | |||||
| 262420730 | 7 | 0 | Yes (1) | Yes (1) | $125,000 |
| COMMUNITY HEARING AID PROGRAM | |||||
| 261172753 | 7 | 0 | Yes (1) | Yes (1) | $28,750 |
| CROSSROADS | |||||
| 860182987 | 7 | 0 | Yes (1) | Yes (1) | $17,000 |
| DESERT MISSION (BOV) | |||||
| 860096941 | 7 | 0 | Yes (1) | Yes (1) | $50,000 |
| DISCOVERY TRIANGLE - FRESH EXPRESS | |||||
| 272255896 | 7 | 0 | Yes (1) | Yes (1) | $25,000 |
| EAR FOUNDATION OF ARIZONA | |||||
| 860822784 | 7 | 0 | Yes (1) | Yes (1) | $157,000 |
| EAST VALLEY SENIOR SVCS (MESA SENIOR SVCS) | |||||
| 942596075 | 7 | 0 | Yes (1) | Yes (1) | $10,000 |
| FOUNDATION FOR BLIND CHILDREN | |||||
| 860129981 | 7 | 0 | Yes (1) | Yes (1) | $37,050 |
| HON KACHINA | |||||
| 860917041 | 7 | 0 | Yes (1) | Yes (1) | $50,000 |
| HOSPICE OF THE VALLEY | |||||
| 860338886 | 7 | 0 | Yes (1) | Yes (1) | $110,000 |
| INTERNATIONAL RESCUE COMMITTEE | |||||
| 135660870 | 7 | 0 | Yes (1) | Yes (1) | $125,000 |
| NATIONAL COUNCIL ON ALCOHOLISM & DRUG DEPENDENCE | |||||
| 860208873 | 7 | 0 | Yes (1) | Yes (1) | $11,850 |
| NEIGHBORHOOD CHRISTIAN CLINIC (BOV) | |||||
| 860839580 | 7 | 0 | Yes (1) | Yes (1) | $41,000 |
| SOCIAL ENTERPRISES - GO GREEN PHOENIX | |||||
| 202665380 | 7 | 0 | Yes (1) | Yes (1) | $5,000 |
| SOCIETY OF ST VINCENT DE PAUL | |||||
| 860096789 | 7 | 0 | Yes (1) | Yes (1) | $68,735 |
| TAPI | |||||
| 454185015 | 7 | 0 | Yes (1) | Yes (1) | $125,000 |
| TECHNICAL ASSISTANCE PARTERSHIP - ARIZONA | |||||
| 860872126 | 7 | Yes (1) | Yes (1) | Yes (1) | $40,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 27 | SupportedOrganizationsTotalCnt |
| Support Sum | $1,250,800 | SupportSumAmt |
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 D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,284,402 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,332,584 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$562,816 | GrantsOrScholarshipsAmt |
| End Year Balance | $18,179,802 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,256,531 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,638,939 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$611,068 | GrantsOrScholarshipsAmt |
| End Year Balance | $15,284,402 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,894,079 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$69,343 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$568,205 | GrantsOrScholarshipsAmt |
| End Year Balance | $14,256,531 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,361,550 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,049,344 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$516,815 | GrantsOrScholarshipsAmt |
| End Year Balance | $14,894,079 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,832,113 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $12,832,113 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$795,936 | GrantsOrScholarshipsAmt |
| End Year Balance | $13,361,550 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $352,100 | OtherCostOrOtherBasisAmt |
| Depreciation | $258,742 | DepreciationAmt |
| Book Value | $93,358 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $131,098 | OtherCostOrOtherBasisAmt |
| Depreciation | $85,643 | DepreciationAmt |
| Book Value | $45,455 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $270,755 | OtherCostOrOtherBasisAmt |
| Depreciation | $225,712 | DepreciationAmt |
| Book Value | $45,043 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $183,856 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| HEDGE FUNDS | $21,236,844 | F |
| PRIVATE EQUITY FUNDS | $7,564,149 | F |
| FUTURES FUNDS | $3,931,326 | F |
| REAL ESTATE FUND | $4,492,392 | F |
| DISTRESSED DEBT FUND | $3,992,257 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $41,216,968 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED COMPENSATION | $150,450 |
| DEFERRED RENT EXPENSE | $340,574 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $491,024 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $21,066,033 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $12,063,304 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $12,063,304 | RevenueNotReportedAmt |
| Revenue Subtotal | $9,002,729 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $9,002,729 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,980,146 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,980,146 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,980,146 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | PERMANENTLY RESTRICTED NET ASSETS ARE RESTRICTED TO PERMANENTLY RESTRICTED ENDOWMENT FUNDS, THE INCOME OF WHICH IS EXPENDABLE TO SUPPORT HEALTH CARE PROGRAMS. |
| PART X, LINE 2: | SLHI RECOGNIZES UNCERTAIN TAX POSITIONS IN THE FINANCIAL STATEMENTS WHEN IT IS MORE-LIKELY-THAN-NOT THE POSITIONS WILL NOT BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. AT JUNE 30, 2014, SLHI HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN - | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Specific Services Provided | N/A | SpecificServicesProvidedTxt |
| Region Total Expenditures | $1,800,509 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $1,800,509 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $1,800,509 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROY PRINGLE | PersonNm |
| Title | COO | TitleTxt |
| Base Compensation Filing Org | $148,800 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $22,834 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $171,634 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | A COMMITTEE OF THE BOARD OF TRUSTEES, THE EXECUTIVE COMMITTEE, DETERMINES THE ANNUAL COMPENSATION OF THE CEO. THE EXECUTIVE COMMITTEE MAKES THE DETERMINATION BASED ON COMPARABILITY DATA FROM FORMS 990 OF OTHER ORGANIZATIONS AND COMPENSATION STUDIES. THEY ALSO HIRE AN INDEPENDENT CONSULTANT EVERY 3 YEARS TO ASSIST IN DETERMINING THE COMPENSATION. THE EXECUTIVE COMMITTEE REPORTS THE INFORMATION TO THE BOARD OF TRUSTEES ANNUALLY. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 7A | AT LEAST HALF OF ALL BOARD MEMBERS MUST BE ELECTED OR APPOINTED BY TAP-AZ, A SUPPORTED ORGANIZATION. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE ORGANIZATION'S AUDIT COMMITTEE AND BOARD OF DIRECTORS REVIEW AND APPROVE THE FORM 990 BEFORE IT IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION HAS A WRITTEN CONFLICT OF INTEREST POLICY. THE POLICY REQUIRES A WRITTEN DISCLOSURE AND SIGNATURE FROM ALL MEMBERS OF THE BOARD OF TRUSTEES AND ALL EMPLOYEES ON AN ANNUAL BASIS, AND AS CONFLICTS ARISE. THE FORM REQUIRES THAT THOSE COMPLETING THE FORM DISCLOSE CONFLICTS, IF ANY. THE FORMS ARE COLLECTED AT THE TIME OF THE ANNUAL BOARD OF TRUSTEES MEETING. ANY CONFLICTS DISCLOSED ARE DISCUSSED BY THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 15 | A COMMITTEE OF THE BOARD OF TRUSTEES, THE EXECUTIVE COMMITTEE, DETERMINES THE ANNUAL COMPENSATION OF THE CEO. THE EXECUTIVE COMMITTEE MAKES THE DETERMINATION BASED ON COMPARABILITY DATA FROM FORMS 990 OF OTHER ORGANIZATIONS AND COMPENSATION STUDIES. THEY ALSO HIRE AN INDEPENDENT CONSULTANT EVERY 3 YEARS TO ASSIST IN DETERMINING THE COMPENSATION. THE EXECUTIVE COMMITTEE REPORTS THE INFORMATION TO THE BOARD OF TRUSTEES ANNUALLY. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS, FORM 990, AND ANNUAL REPORT ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE ALSO MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (27 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| ADELANTE HEALTHCARE | |||||||||
| 9520 W PALM LANE SUITE 200 | PHOENIX | AZ | 85037 | 860377821 | DENTAL SERVICES | AZ | 501(C)(3) | LINE 7 | 0 |
| ALHAMBRA SCHOOL DISTRICT | |||||||||
| 4510 N 37TH AVE | PHOENIX | AZ | 85019 | 866000534 | EDUCATE CHILDREN | AZ | 501(C)(3) | LINE 7 | 0 |
| AMERICAN ACADEMY OF PEDIATRICS- ARIZONA FOUNDATION | |||||||||
| 2600 N CENTRAL SUITE 740 | PHOENIX | AZ | 85004 | 860917603 | ASSISTIVE VISION DEVICES FOR CHILDREN | AZ | 501(C)(3) | LINE 7 | 0 |
| AREA AGENCY ON AGING | |||||||||
| 1366 E THOMAS ROAD 108 | PHOENIX | AZ | 85014 | 742371957 | PROVIDE SERVICES TO THE ELDERLY AND DISABLED | AZ | 501(C)(3) | LINE 7 | 0 |
| ARIZONA CENTER FOR THE BLIND AND VISUALLY IMPAIRED | |||||||||
| 3100 E ROOSEVELT | PHOENIX | AZ | 85008 | 860133392 | ENHANCE THE QUALITY OF LIFE OF PEOPLE WHO ARE BLIND OR VISUALLY IMPAIRED | AZ | 501(C)(3) | LINE 7 | 0 |
| ARIZONA COMMUNITY FOUNDATION | |||||||||
| 2201 E CAMELBACK ROAD SUITE 202 | PHOENIX | AZ | 85016 | 860348306 | ARIZONA GIVING DAY | AZ | 501(C)(3) | LINE 7 | 0 |
| ARIZONA GRANTMAKERS FORUM | |||||||||
| 1505 E MISSOURI 200 | PHOENIX | AZ | 85014 | 861040394 | CORE OPERATING SUPPORT | AZ | 501(C)(3) | LINE 7 | 0 |
| ARIZONA HOUSING ALLIANCE | |||||||||
| 125 N 2ND STREET RM 110-111 | PHOENIX | AZ | 85004 | 263711600 | COMMUNITY DEVELOPMENT | AZ | 501(C)(3) | LINE 7 | 0 |
| ARIZONA PUBLIC HEALTH ASSOCIATION | |||||||||
| 202 E MCDOWELL RD STE 242 | PHOENIX | AZ | 85004 | 510198821 | COMMUNITY HEALTH EDUCATION | AZ | 501(C)(3) | LINE 7 | 0 |
| CENTER FOR THE FUTURE OF ARIZONA | |||||||||
| 541 E VAN BUREN B-5 | PHOENIX | AZ | 85004 | 820538372 | IMPROVING QUALITY OF LIFE FOR ARIZONANS | AZ | 501(C)(3) | LINE 7 | 0 |
| COMMUNITY HEARING AID PROGRAM | |||||||||
| 3434 W ANTHEM WAY 118-486 | ANTHEM | AZ | 85086 | 261172753 | PROVIDE HEARING AIDS TO LOW INCOME AZ RESIDENTS | AZ | 501(C)(3) | LINE 7 | 0 |
| CROSSROADS | |||||||||
| 5116 E THOMAS ROAD | PHOENIX | AZ | 85016 | 860182987 | RECOVERY FROM SUBSTANCE ABUSE | AZ | 501(C)(3) | LINE 7 | 0 |
| EAR FOUNDATION OF ARIZONA | |||||||||
| 668 N 44TH STREET 300 | PHOENIX | AZ | 850086524 | 860822784 | EDUCATIONAL, PREVENTION, INTERVENTION FOR THE HEARING IMPAIRED | AZ | 501(C)(3) | LINE 7 | 0 |
| EAST VALLEY SENIOR SVCS (MESA SENIOR SVCS) | |||||||||
| 45 W UNIVERSITY DRIVE SUITE A | MESA | AZ | 85201 | 942596075 | CREATES OPPORTUNITIES FOR SENIORS TO CONNECT AND SUPPORT EACH OTHER | AZ | 501(C)(3) | LINE 7 | 0 |
| FOUNDATION FOR BLIND CHILDREN | |||||||||
| 1235 E HARMONT | PHOENIX | AZ | 85020 | 860129981 | AID TO BLIND AND VISUALLY IMPAIRED CHILDREN AND ADULTS | AZ | 501(C)(3) | LINE 7 | 0 |
| HON KACHINA | |||||||||
| 3104 E CAMELBACK ROAD 212 | PHOENIX | AZ | 85016 | 860917041 | CORE OPERATING SUPPORT | AZ | 501(C)(3) | LINE 7 | 0 |
| HOSPICE OF THE VALLEY | |||||||||
| 1510 E FLOWER STREET | PHOENIX | AZ | 85014 | 860338886 | BRINGING DIGNITY AND COMFORT AT LIFE END | AZ | 501(C)(3) | LINE 7 | 0 |
| INTERNATIONAL RESCUE COMMITTEE | |||||||||
| 122 E 42ND STREET | NEW YORK | NY | 10168 | 135660870 | SERVES REFUGEES AND COMMUNITIES VICTIMIZED BY OPPRESSION | NY | 501(C)(3) | LINE 7 | 0 |
| NATIONAL COUNCIL ON ALCOHOLISM & DRUG DEPENDENCE | |||||||||
| 4201 N 16TH STREET 150 | PHOENIX | AZ | 85016 | 860208873 | EDUCATION, INFO & COUNSELING ON ALCOHOLISM & DRUG PREVENTION | AZ | 501(C)(3) | LINE 7 | 0 |
| NEIGHBORHOOD CHRISTIAN CLINIC | |||||||||
| 1929 W FILLMORE ST BLDG C | PHOENIX | AZ | 85009 | 860839580 | HEALTH CLINIC | AZ | 501(C)(3) | LINE 7 | 0 |
| SOCIETY OF ST VINCENT DE PAUL | |||||||||
| PO BOX 13600 | PHOENIX | AZ | 850023600 | 860096789 | SHELTER, FOOD, CLOTHING, FURNITURE, RENT AND MEDICAL ASSISTANCE | AZ | 501(C)(3) | LINE 7 | 0 |
| SOCIAL ENTERPRISES INC- GO GREEN PHOENIX | |||||||||
| 618 NW GLISAN ST 101 | PORTLAND | OR | 97209 | 202665380 | SOCIAL CAUSE EVENTS FOR ENHANCEMENT OF LOCAL COMMUNITIES | OR | 0 | ||
| TECHNICAL ASSISTANCE PARTNERSHIP OF ARIZONA | |||||||||
| 2929 N CENTRAL AVE 1550 | PHOENIX | AZ | 850023600 | 860975231 | COMMUNITY DEVELOPMENT | AZ | 501(C)(3) | LINE 7 | 0 |
| CIRCLE THE CITY | |||||||||
| 333 W INDIAN SCHOOL RD | PHOENIX | AZ | 85013 | 262420730 | PROVIDES FOR UNMET NEEDS OF THE HOMELESS | AZ | 501(C)(3) | LINE 7 | 0 |
| DESERT MISSION | |||||||||
| 2500 W UTOPIA RD STE 100 | PHOENIX | AZ | 85027 | 860096941 | FOOD BANK AND HEALTH SERVICES | AZ | 501(C)(3) | LINE 7 | 0 |
| DISCOVERY TRIANGLE | |||||||||
| 1 E WASHINGTON ST STE 440 | PHOENIX | AZ | 85004 | 272255896 | ECONOMIC DEVELOPMENT | AZ | 501(C)(3) | LINE 7 | 0 |
| ARIZONA PARTNERSHIP FOR IMMUNIZATION | |||||||||
| 700 E JEFFERSON ST STE 100 | PHOENIX | AZ | 85034 | 454185015 | COMMUNITY PROGRAM FOR IMMUNIZATIONS | AZ | 501(C)(3) | LINE 7 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | 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 | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | 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 |