VITALYST HEALTH FOUNDATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- VITALYST HEALTH FOUNDATION (EIN 86-0097240)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-02-12
- IRS object ID
- 201330439349301203
- Schema version
- 2011v1.5
- 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) |
|---|---|---|
| Timestamp | 2013-02-12T12:24:50-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 860133881 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HENRY & HORNE LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 860097240 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST LUKE'S HEALTH INITIATIVES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | STLU | NameControl |
| Phone | 6023856500 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | FRED KARNAS | Name |
| Title | CEO | Title |
| Phone | 6023856500 | Phone |
| Date Signed | 2013-02-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | COLETTE KAMPS | Name |
| PTIN | P00367616 | PTIN |
| Phone | 4808394900 | Phone |
| Date Prepared | 2013-02-12 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | FRED KARNAS | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 24109421 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.SLHI.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1908 | YearFormation |
| State Legal Domicile | AZ | StateLegalDomicile |
| Activity Or Mission Description | TO INFORM, CONNECT AND SUPPORT EFFORTS TO IMPROVE THE HEALTH OF INDIVIDUALS & COMMUNITIES IN AZ. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 26 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 25 | NbrIndependentVotingMembers |
| Total Nbr Employees | 10 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -484108 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 809335 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 50695 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 7432891 | InvestmentIncomePriorYear |
| Investment Income Current Year | 4409521 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 8105 | OtherRevenuePriorYear |
| Other Revenue Current Year | 15615 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 8250331 | TotalRevenuePriorYear |
| Total Revenue Current Year | 4475831 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1258127 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1323037 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 4309199 | OtherExpensePriorYear |
| Other Expenses Current Year | 3517647 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 5567326 | TotalExpensesPriorYear |
| Total Expenses Current Year | 4840684 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2683005 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -364853 | RevenuesLessExpensesCY |
| Total Assets BOY | 104277965 | TotalAssetsBOY |
| Total Assets EOY | 98785058 | TotalAssetsEOY |
| Total Liabilities BOY | 1175591 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1092175 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 103102374 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 97692883 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO INFORM, CONNECT AND SUPPORT EFFORTS TO IMPROVE THE HEALTH OF INDIVIDUALS AND COMMUNITIES IN ARIZONA. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 3017564 | Expense |
| Grants | 1673302 | Grants |
| Description | SLHI INVESTS IN THE DEVELOPMENT AND SUPPORT OF ACTIVITIES, PROGRAMS AND ORGANIZATIONS THAT IMPROVE THE HEALTH OF PEOPLE AND THEIR COMMUNITIES. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 359898 | Expense |
| Revenue | 13130 | Revenue |
| Description | HEALTH POLICY - THE PROGRAM'S PURPOSE IS TO CONDUCT RELEVANT AND TIMELY POLICY RESEARCH, TO PROVIDE BALANCED, NON-PARTISAN INFORMATION AND PERSPECTIVES ON HEALTH ISSUES IN ARIZONA, TO SERVE AS A CONVENER AND FORUM FOR THE CRITICAL DISCUSSION OF THOSE ISSUES IN AN INDEPENDENT AND POLICY-NEUTRAL SETTING AND TRANSLATE GOOD IDEAS INTO ACTION THROUGH THE SUPPORT OF COMMUNITY-BASED INITIATIVES. THE MAIN ISSUES ADDRESSED WERE THE IMPACT OF BUDGET CUTS ON ACCESS TO CARE IN ARIZONA, THE IMPACT OF THE ECONOMIC DOWNTURN ON HEALTH, OPPORTUNITIES AND CHANGES RELATED TO HEALTHCARE REFORM AND OTHER TOPICS FROM THE ARIZONA HEALTH SURVEY. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 372839 | Expense |
| Description | 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. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 247072 | Expense |
| Revenue | 2485 | Revenue |
| Description | 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. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 247072 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 2485 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 3997373 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 30 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 10 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Name Of Foreign Country | BD | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 26 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 25 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6023856500 | TelephoneNumber |
Address US AddressUS
| 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 Form990PartVIISectionA (32 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| ROBERT APPLEWHITE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| CASH BEECHLER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DANIEL CALLAHAN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JAVIER CARDENAS | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| RANDY CHRISTENSEN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DAN COLEMAN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| FRANK FAIRBANKS | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| VANESSA HILL | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| LEE HUNTER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ESSEN OTU | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MAURICE PORTLEY | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ROBERT POSNER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| J MICHAEL POWERS | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DEAN RENNELL | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| THOMAS SANDS | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| SHERRI SLAYTON | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MARK STAUDOHAR | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MARTHA TAYLOR THOMAS | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| LJ CHIP U'REN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| LISA URIAS | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ROBIN VITOLS | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JUDY SHANNON | |||||||
| CHAIR | 2.00 | X | 0 | 0 | 0 | X | |
| BETH SCHERMER | |||||||
| VICE CHAIR | 2.00 | X | 0 | 0 | 0 | X | |
| GARY VOLKENANT | |||||||
| TREASURER | 2.00 | X | 0 | 0 | 0 | X | |
| ALEXANDRA ZAVALA | |||||||
| SECRETARY | 2.00 | X | 0 | 0 | 0 | X | |
| ROGER HUGHES | |||||||
| CEO - THROUGH 10/11 | 40.00 | X | 283837 | 0 | 1060 | X | |
| FRED KARNAS | |||||||
| CEO - STARTED 11/11 | 40.00 | X | 45054 | 0 | 31176 | X | |
| JANE PEARSON | |||||||
| DIRECTOR | 40.00 | 140382 | 0 | 46145 | X | ||
| ELIZABETH MCNAMEE | |||||||
| DIRECTOR | 40.00 | 119760 | 0 | 12000 | X | ||
| ROY PRINGLE | |||||||
| DIRECTOR | 40.00 | 128351 | 0 | 20724 | X | ||
| JON FORD | |||||||
| DIRECTOR | 40.00 | 107000 | 0 | 10700 | X | ||
| KIM VANPELT | |||||||
| DIRECTOR | 40.00 | 107100 | 0 | 22472 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 931484 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 144277 | TotalOtherCompensation |
| Number Individuals GT100 K | 6 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (4 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| SMITH BARNEY | |||||
| 2398 E CAMELBACK RD SUITE 800 | PHOENIX | AZ | 85016 | INVESTMENT MANAGEMENT | 193167 |
| PHOENIX PLAZA PT LLC | |||||
| 2901 N CENTRAL AVE | PHOENIX | AZ | 85012 | RENT | 183347 |
| EAGLE CAPITAL MANAGEMENT | |||||
| 499 PARK AVE 17TH FLOOR | NEW YORK | NY | 10022 | INVESTMENT MANAGEMENT | 138526 |
| SCUTARI AND CIESLAK INC | |||||
| 4144 N 44TH ST SUITE A-2 | PHOENIX | AZ | 85018 | COMMUNICATIONS CONSULTING | 103325 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
| All Other Contributions | 50695 | AllOtherContributions |
| Total Contributions | 50695 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2034856 | TotalRevenueColumn |
| Exclusion | $2,034,856 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 22008255 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 19633590 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2374665 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2374665 | TotalRevenueColumn |
| Exclusion | $2,374,665 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 15615 | TotalRevenueColumn |
| Related Or Exempt Function Income | 15615 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 15615 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4475831 | TotalRevenueColumn |
| Related Or Exempt Function Income | 15615 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $4,409,521 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 428904 | Total |
| Program Services | 291702 | ProgramServices |
| Management And General | 137202 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 642217 | Total |
| Program Services | 559275 | ProgramServices |
| Management And General | 82942 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 87511 | Total |
| Program Services | 69186 | ProgramServices |
| Management And General | 18325 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 82398 | Total |
| Program Services | 65175 | ProgramServices |
| Management And General | 17223 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 82007 | Total |
| Program Services | 65096 | ProgramServices |
| Management And General | 16911 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3950 | Total |
| Program Services | 1728 | ProgramServices |
| Management And General | 2222 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16000 | Total |
| Management And General | 16000 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 405651 | Total |
| Management And General | 405651 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11825 | Total |
| Program Services | 8265 | ProgramServices |
| Management And General | 3560 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45124 | Total |
| Program Services | 37595 | ProgramServices |
| Management And General | 7529 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26159 | Total |
| Program Services | 20349 | ProgramServices |
| Management And General | 5810 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 238916 | Total |
| Program Services | 191594 | ProgramServices |
| Management And General | 47322 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49011 | Total |
| Program Services | 40156 | ProgramServices |
| Management And General | 8855 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51605 | Total |
| Program Services | 48097 | ProgramServices |
| Management And General | 3508 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15908 | Total |
| Management And General | 15908 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13527 | Total |
| Program Services | 4345 | ProgramServices |
| Management And General | 9182 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| SUPPORTED ORGANIZATIONS | 1665957 | 1665957 | |
| PROGRAM RELATED CONTRAC | 881197 | 865618 | 15579 |
| MISCELLANEOUS | 37271 | 31140 | 6131 |
| GRAPHIC DESIGN | 32422 | 32095 | 327 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23124 | Total |
| Management And General | 23124 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4840684 | Total |
| Program Services | 3997373 | ProgramServices |
| Management And General | 843311 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 51692 | BOY |
| EOY | 68200 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1283468 | BOY |
| EOY | 3211790 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 201033 | BOY |
| EOY | 95238 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14808 | BOY |
| EOY | 24845 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 541696 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 493245 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 93673 | BOY |
| EOY | 48451 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 59989873 | BOY |
| EOY | 51714320 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42643418 | BOY |
| EOY | 43622214 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 104277965 | BOY |
| EOY | 98785058 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 181019 | BOY |
| EOY | 241667 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 620000 | BOY |
| EOY | 653867 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 374572 | BOY |
| EOY | 196641 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1175591 | BOY |
| EOY | 1092175 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 86125889 | BOY |
| EOY | 82310726 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7681550 | BOY |
| EOY | 6087222 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9294935 | BOY |
| EOY | 9294935 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 103102374 | BOY |
| EOY | 97692883 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 104277965 | BOY |
| EOY | 98785058 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -364853 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -5044638 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
| Certification Checkbox | X | CertificationCheckbox |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation (40 entries)
| EINEIN | Type Of OrganizationTypeOfOrganization | Listed In Governing DocListedInGoverningDoc | Supported Organization NotifiedSupportedOrganizationNotified | Organized In USOrganizedInUS | AmountAmount |
|---|---|---|---|---|---|
| ADELANTE HEALTHCARE | |||||
| 860377821 | 7 | 0 | 1 | 1 | $6,000 |
| ALHAMBRA SCHOOL DISTRICT | |||||
| 866000534 | 7 | 0 | 1 | 1 | $23,100 |
| ALZHEIMER'S ASSOCIATION | |||||
| 133039601 | 7 | 0 | 1 | 1 | $45,000 |
| AMERICAN ACADEMY OF PEDIATRICS - ARIZONA FOUNDATION | |||||
| 860917603 | 7 | 0 | 1 | 1 | $7,700 |
| AREA AGENCY ON AGING | |||||
| 742371957 | 7 | 0 | 1 | 1 | $64,739 |
| ARIZONA CENTER FOR THE BLIND AND VISUALLY IMPAIRED INC | |||||
| 860133392 | 7 | 0 | 1 | 1 | $62,870 |
| ARIZONA GRANTMAKERS FORUM | |||||
| 861040394 | 7 | 0 | 1 | 1 | $9,750 |
| ASIAN PACIFIC COMMUNITY IN ACTION | |||||
| 753040117 | 7 | 0 | 1 | 1 | $20,000 |
| ASU FOUNDATION | |||||
| 866051042 | 7 | 0 | 1 | 1 | $41,846 |
| AZ CHILDREN ASSOCIATION | |||||
| 860096772 | 7 | 0 | 1 | 1 | $34,448 |
| AZ COALITION FOR MILITARY FAMILIES | |||||
| 860664708 | 7 | 0 | 1 | 1 | $30,500 |
| AZ FOUNDATION FOR EYE HEALTH | |||||
| 860943010 | 7 | 0 | 1 | 1 | $43,000 |
| AZ INTEFAITH ALLIANCE FOR WORKER JUSTICE | |||||
| 364063982 | 7 | 0 | 1 | 1 | $30,000 |
| BLACK NURSES ASSOCIATION OF GREATER PHOENIX | |||||
| 953543065 | 7 | 0 | 1 | 1 | $60,000 |
| CARDON CHILDREN'S MED CENTER | |||||
| 942545356 | 7 | 0 | 1 | 1 | $25,000 |
| CENTERS FOR HABILITATION | |||||
| 860217033 | 7 | 0 | 1 | 1 | $11,500 |
| COMMUNITY HEARING AID PROGRAM | |||||
| 261172753 | 7 | 0 | 1 | 1 | $23,000 |
| EAR FOUNDATION OF ARIZONA | |||||
| 860822784 | 7 | 0 | 1 | 1 | $157,000 |
| EAST VALLEY SENIOR SERVICES INC | |||||
| 942596075 | 7 | 0 | 1 | 1 | $12,500 |
| FAMILY INVOLVEMENT CENTER | |||||
| 710890534 | 7 | 0 | 1 | 1 | $82,500 |
| FATHER MATTERS | |||||
| 911846806 | 7 | 0 | 1 | 1 | $29,086 |
| FOUNDATION FOR BLIND CHILDREN | |||||
| 860129981 | 7 | 0 | 1 | 1 | $32,288 |
| GRANTMAKERS IN HEALTH | |||||
| 133206571 | 7 | 0 | 1 | 1 | $6,500 |
| HON KACHINA COUNCIL | |||||
| 860917041 | 7 | 0 | 1 | 1 | $50,000 |
| MENTORKIDS USA | |||||
| 860865368 | 7 | 0 | 1 | 1 | $120,000 |
| MISSION OF MERCY | |||||
| 860704883 | 7 | 0 | 1 | 1 | $40,000 |
| MOUNTAIN PARK HEALTH CENTER | |||||
| 860498020 | 7 | 0 | 1 | 1 | $7,500 |
| NATIONAL COUNCIL ON ALCOHOLISM & DRUG DEPENDENCE | |||||
| 860208873 | 7 | 0 | 1 | 1 | $11,850 |
| PARENT CHILD SCHOOL SUPPORT SERVICES | |||||
| 330045514 | 7 | 0 | 1 | 1 | $25,000 |
| PHOENIX REVITALIZATION CORPORATION | |||||
| 860663748 | 7 | 0 | 1 | 1 | $28,000 |
| POPSICLE | |||||
| 208095826 | 7 | 0 | 1 | 1 | $25,000 |
| REHOBOTH CDC | |||||
| 861114590 | 7 | 0 | 1 | 1 | $63,200 |
| SOCIETY OF ST VINCENT DE PAUL | |||||
| 860096789 | 7 | 0 | 1 | 1 | $68,735 |
| ST JOSEPH'S FOUNDATION | |||||
| 942941245 | 7 | 0 | 1 | 1 | $95,000 |
| SUMSAL ASSOCIATES | |||||
| 364519371 | 7 | 0 | 1 | 1 | $25,000 |
| TANNER COMMUNITY DEVELOPMENT (HEART & SOUL) | |||||
| 861027651 | 7 | 0 | 1 | 1 | $80,000 |
| TECHNICAL ASSISTANCE PARTNERSHIP - ARIZONA | |||||
| 860872126 | 7 | 1 | 1 | 1 | $15,000 |
| THE GOVERNORS | |||||
| 311732033 | 7 | 0 | 1 | 1 | $25,000 |
| UNLIMITED POTENTIAL | |||||
| 742383678 | 7 | 0 | 1 | 1 | $50,000 |
| WESLEY COMMUNITY CENTER | |||||
| 860133770 | 7 | 0 | 1 | 1 | $75,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 40 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 1662612 | SumOfAmounts |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 14894079 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -69343 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | -568205 | GrantsOrScholarships |
| End Of Year Balance | 14256531 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 13361550 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 2049344 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | -516815 | GrantsOrScholarships |
| End Of Year Balance | 14894079 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 12832113 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 12832113 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | -795936 | GrantsOrScholarships |
| End Of Year Balance | 13361550 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 15764797 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -2245235 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | -687449 | GrantsOrScholarships |
| End Of Year Balance | 12832113 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 245016 | OtherCostOrOtherBasis |
| Depreciation | 223878 | Depreciation |
| Book Value | 21138 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 80629 | OtherCostOrOtherBasis |
| Depreciation | 57688 | Depreciation |
| Book Value | 22941 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 216051 | OtherCostOrOtherBasis |
| Depreciation | 211679 | Depreciation |
| Book Value | 4372 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 48451 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (6 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| HEDGE FUNDS | 22809917 | F |
| PRIVATE EQUITY FUNDS | 5597410 | F |
| FIXED INCOME FUND | 6962850 | F |
| FUTURES FUNDS | 4119135 | F |
| REAL ESTATE FUND | 2386881 | F |
| DISTRESSED DEBT FUND | 1746021 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 43622214 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DEFERRED COMPENSATION | $163,827 |
| DEFERRED RENT EXPENSE | $32,814 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 196641 | TotalOfAmounts |
| Total Revenue | 4475831 | TotalRevenue |
| Total Expenses | 4840684 | TotalExpenses |
| Excess Or Deficit For Year | -364853 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -5044638 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -5044638 | TotalAdjustments |
| Excess Or Deficit Per FS | -5409491 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | -568807 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -5044638 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -5044638 | RevenueNotRptdF990 |
| Revenue Subtotal | 4475831 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 4475831 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 4840684 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 4840684 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 4840684 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | 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. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | 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, 2012, SLHI HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN - | Region |
| Number Of Offices | 0 | NumberOfOffices |
| Number Of Employees | 0 | NumberOfEmployees |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConducted |
| Total Expenditures | 1981069 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 1981069 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 1981069 | TotalAmountSpent |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROGER HUGHES | |||||||||||||
| 283837 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1060 | 0 | 284897 | 0 | 0 | 0 |
| JANE PEARSON | |||||||||||||
| 140382 | 0 | 0 | 0 | 0 | 0 | 29500 | 0 | 16645 | 0 | 186527 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART I, LINE 3 | A COMMITTEE OF THE BOARD OF TRUSTEES, THE EXECUTIVE COMMITTEE, RECOMMENDS TO THE BOARD THE ANNUAL COMPENSATION OF THE CEO. THE EXECUTIVE COMMITTEE MAKES THE RECOMMENDATION BASED ON COMPARABILITY DATA FROM FORMS 990 OF OTHER ORGANIZATIONS AND COMPENSATION STUDIES. THEY ALSO HIRE AN INDEPENDENT CONSULTANT ON A BI-ANNUAL BASIS TO ASSIST IN DETERMINING THE COMPENSATION. THE BOARD OF TRUSTEES APPROVES THE COMPENSATION ANNUALLY. |
| ROGER HUGHES - $151,214 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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, RECOMMENDS TO THE BOARD THE ANNUAL COMPENSATION OF THE EXECUTIVE DIRECTOR. THE EXECUTIVE COMMITTEE MAKES THE RECOMMENDATION BASED ON COMPARABILITY DATA FROM FORMS 990 OF OTHER ORGANIZATIONS AND COMPENSATION STUDIES. THEY ALSO HIRE AN INDEPENDENT CONSULTANT ON A BI-ANNUAL BASIS TO ASSIST IN DETERMINING THE COMPENSATION. THE BOARD OF TRUSTEES APPROVES THE COMPENSATION ANNUALLY. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS, FORM 990, AND ANNUAL REPORT ARE AVAILABLE ON OUR WEBSITE. THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE ALSO MADE AVAILABLE TO THE PUBLIC UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -5,044,638. | CHANGES IN NET ASSETS OR FUND BALANCES: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (40 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|
| ADELANTE HEALTHCARE | |||||||||
| 9520 W PALM LANE SUITE 200 | PHOENIX | AZ | 85037 | 860377821 | DENTAL SERVICES FOR PREGNANT WOMEN | AZ | 501(C)(3) | LINE 7 | 0 |
| ALHAMBRA SCHOOL DISTRICT | |||||||||
| 4510 N 37TH AVE | PHOENIX | AZ | 85019 | 866000534 | VISION SERVICES | AZ | 501(C)(3) | LINE 7 | 0 |
| ALZHEIMER'S ASSOCIATION | |||||||||
| 1028 E MCDOWELL ROAD | PHOENIX | AZ | 85006 | 133039601 | FUND THE ALZHEIMER'S TASK FORCE PLANNING GROUP | AZ | 501(C)(3) | LINE 7 | 0 |
| AMERICAN ACADEMY OF PEDIATRICS - ARIZONA FOUNDATION | |||||||||
| 2600 N CENTRAL SUITE 740 | PHOENIX | AZ | 85004 | 860917603 | VISION SERVICES FOR CHILDREN | AZ | 501(C)(3) | LINE 7 | 0 |
| AREA AGENCY ON AGING | |||||||||
| 1366 E THOMAS ROAD 108 | PHOENIX | AZ | 85014 | 742371957 | PROVIDE VISION AND HEARING SERVICES TO SENIORS | AZ | 501(C)(3) | LINE 7 | 0 |
| ARIZONA CENTER FOR THE BLIND AND VISUALLY IMPAIRED INC | |||||||||
| 3100 E ROOSEVELT | PHOENIX | AZ | 85008 | 860133392 | PROVIDE VISION SERVICES TO VISUALLY IMPAIRED ADULTS | 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 |
| ASIAN PACIFIC COMMUNITY IN ACTION | |||||||||
| 6741 NORTH 7TH STREET | PHOENIX | AZ | 85014 | 753040117 | EXPAND SOUTH PHX HEALTHY KIDS PARTNERSHIP TO LARGER SOUTH PHX COMMUNITY | AZ | 501(C)(3) | LINE 7 | 0 |
| ASU FOUNDATION | |||||||||
| PO BOX 2260 | TEMPE | AZ | 85280 | 866051042 | SUPPORT PROMOTORAS HOPE NETWORK | AZ | 501(C)(3) | LINE 7 | 0 |
| AZ CHILDREN ASSOCIATION | |||||||||
| 2833 NORTH THIRD STREET | PHOENIX | AZ | 85004 | 860096772 | PROMOTORAS DE BIENESTAR PROJECT | AZ | 501(C)(3) | LINE 7 | 0 |
| AZ COALITION FOR MILITARY FAMILIES | |||||||||
| 2066 W APACHE TRAIL SUITE 116 | APACHE JUNCTION | AZ | 85220 | 860664708 | GUIDELINES FOR CARE PROJECT | AZ | 501(C)(3) | LINE 7 | 0 |
| AZ FOUNDATION FOR EYE HEALTH | |||||||||
| 4602 NORTH 16TH STREET SUITE 301 | PHOENIX | AZ | 85016 | 860943010 | DEVELOPMENT OF A TELEMEDICINE RETINAL SCREENING PROGRAM | AZ | 501(C)(3) | LINE 7 | 0 |
| AZ INTERFAITH ALLIANCE FOR WORKER JUSTICE | |||||||||
| PO BOX 28055 | PHOENIX | AZ | 85010 | 364063982 | ADVANCE SOCIAL JUSTICE ISSUES THROUGH COMMUNITY-DRIVEN INITIATIVES | AZ | 501(C)(3) | LINE 7 | 0 |
| BLACK NURSES ASSOCIATION OF GREATER PHOENIX | |||||||||
| 5060 N 19TH AVENUE 210 | PHOENIX | AZ | 85015 | 953543065 | COMMUNITY ENGAGEMENT TO REDUCE CARDIO VASCULAR DISEASE AMONG AFRICAN AMERICA | AZ | 501(C)(3) | LINE 7 | 0 |
| CARDON CHILDREN'S MED CENTER | |||||||||
| 1400 S DOBSON RD | MESA | AZ | 85202 | 942545356 | ACUTE CARE FOR CHILDREN | AZ | 501(C)(3) | LINE 7 | 0 |
| CENTERS FOR HABILITATION | |||||||||
| 215 W LODGE DRIVE | TEMPE | AZ | 85283 | 860217033 | ADVOCACY FOR INDIVIDUALS WITH DISABILITIES | AZ | 501(C)(3) | LINE 7 | 0 |
| COMMUNITY HEARING AID PROGRAM | |||||||||
| 39506 N DAISY MOUNTAIN DR 122-478 | ANTHEM | AZ | 85086 | 261172753 | PROVIDE HEARING AIDS TO LOW-INCOME AZ RESIDENTS | AZ | 501(C)(3) | LINE 7 | 0 |
| EAR FOUNDATION OF ARIZONA | |||||||||
| 668 N 44TH STREET 300 | PHOENIX | AZ | 85008 | 860822784 | PROVIDE HEARING AIDS TO INFANTS AND CHILDREN | AZ | 501(C)(3) | LINE 7 | 0 |
| EAST VALLEY SENIOR SERVICES INC | |||||||||
| 45 W UNIVERSITY DRIVE SUITE A | MESA | AZ | 85201 | 942596075 | PROVIDE DENTAL SERVICES FOR SENIORS | AZ | 501(C)(3) | LINE 7 | 0 |
| FAMILY INVOLVEMENT CENTER | |||||||||
| 1430 E INDIAN SCHOOL ROAD 110 | PHOENIX | AZ | 85014 | 710890534 | COMMUNITY EMPOWERMENT TIME/DOLLAR EXCHANGE (TDX) MODEL | AZ | 501(C)(3) | LINE 7 | 0 |
| FATHER MATTERS | |||||||||
| PO BOX 13575 | TEMPE | AZ | 85284 | 911846806 | INCREASE THE INVOLVEMENT OF MEN WITH THEIR FAMILIES AND THEIR COMMUNITIES | AZ | 501(C)(3) | LINE 7 | 0 |
| FOUNDATION FOR BLIND CHILDREN | |||||||||
| 1235 E HARMONT | PHOENIX | AZ | 85020 | 860129981 | PROVIDE SPECIALTY VISION SERVICES FOR CHILDREN AND SENIORS | AZ | 501(C)(3) | LINE 7 | 0 |
| GRANTMAKERS IN HEALTH | |||||||||
| 1100 CONNECTICUT AVE NW 1200 | WASHINGTON | DC | 20036 | 133206571 | CORE OPERATING SUPPORT | AZ | 501(C)(3) | LINE 7 | 0 |
| HON KACHINA COUNCIL | |||||||||
| 3104 E CAMELBACK ROAD 212 | PHOENIX | AZ | 85016 | 860917041 | CORE OPERATING SUPPORT | AZ | 501(C)(3) | LINE 7 | 0 |
| MENTORKIDS USA | |||||||||
| 15333 N PIMA ROAD 305 | SCOTTSDALE | AZ | 85260 | 860865368 | EXPAND THE SOUTH PHOENIX LOVE THY NEIGHBOR (LTN) MENTORING ALLIANCE FOR SOUT | AZ | 501(C)(3) | LINE 7 | 0 |
| MISSION OF MERCY | |||||||||
| PMB 5555 NORTH 7 STREET 134 | PHOENIX | AZ | 85014 | 860704883 | PROVIDES PRIMARY CARE FOR UNINSURED | AZ | 501(C)(3) | LINE 7 | 0 |
| MOUNTAIN PARK HEALTH CENTER | |||||||||
| 2702 NORTH THIRD STREET 4020 | PHOENIX | AZ | 85004 | 860498020 | PROVIDE DENTAL SERVICES FOR PREGNANT WOMEN | AZ | 501(C)(3) | LINE 7 | 0 |
| NATIONAL COUNCIL ON ALCOHOLISM & DRUG DEPENDENCE | |||||||||
| 4201 N 16TH STREET 150 | PHOENIX | AZ | 85016 | 860208873 | PROVIDE VISION SERVICES FOR INDIVIDUALS RECOVERING FROM SUBSTANCE USE | AZ | 501(C)(3) | LINE 7 | 0 |
| PARENT CHILD SCHOOL SUPPORT SERVICES | |||||||||
| 4332 NORTH 30 DRIVE | PHOENIX | AZ | 85017 | 330045514 | PROGRAM TO HELP REFUGEEFAMILIES TRANSITION TO THE UNITED STATES | AZ | 501(C)(3) | LINE 7 | 0 |
| PHOENIX REVITALIZATION CORPORATION | |||||||||
| 1310 W HADLEY BLDG B | PHOENIX | AZ | 85007 | 860663748 | PROMOTE AND SUPPORT A HEALTHY AND RESILIENT COMMUNITY | AZ | 501(C)(3) | LINE 7 | 0 |
| POPSICLE | |||||||||
| 8711 E PINNACLE PEAK ROAD 290 | SCOTTSDALE | AZ | 85255 | 208095826 | SUPPORT AND EDUCATE FAMILIES AND THE MEDICAL COMMUNITY TO PROVIDE CHILDREN W | AZ | 501(C)(3) | LINE 7 | 0 |
| REHOBOTH CDC | |||||||||
| PO BOX 57601 | PHOENIX | AZ | 85009 | 861114590 | COMMUNITY DEVELOPMENT AND REVITALIZATION | AZ | 501(C)(3) | LINE 7 | 0 |
| SOCIETY OF ST VINCENT DE PAUL | |||||||||
| PO BOX 13600 | PHOENIX | AZ | 85002 | 860096789 | PROVIDE DENTAL AND VISION SERVICES | AZ | 501(C)(3) | LINE 7 | 0 |
| ST JOSEPH'S FOUNDATION | |||||||||
| 350 W THOMAS ROAD | PHOENIX | AZ | 85001 | 942941245 | FREQUENT USERS OF SYSTEMS ENGAGEMENT (FUSE) IN MARICOPA COUNTY | AZ | 501(C)(3) | LINE 7 | 0 |
| SUMSAL ASSOCIATES | |||||||||
| 2966 TROUSSEAU LANE | OAKTON | VA | 22124 | 364519371 | INTEGRATED CARE MANAGEMENT PROJECT EVALUATION | AZ | 501(C)(3) | LINE 7 | 0 |
| TANNER COMMUNITY DEVELOPMENT (HEART & SOUL) | |||||||||
| 700 E JEFFERSON STREET 300 | PHOENIX | AZ | 85034 | 861027651 | COMMUNITY ENGAGEMENT TO REDUCE CARDIO VASCULAR DISEASE AMONG AFRICAN AMERICA | AZ | 501(C)(3) | LINE 7 | 0 |
| TECHNICAL ASSISTANCE PARTNERSHIP - ARIZONA | |||||||||
| 1308 E APOLLO ROAD | PHOENIX | AZ | 85042 | 860872126 | COMMUNITY DEVELOPMENT | AZ | 501(C)(3) | LINE 7 | 0 |
| THE GOVERNORS | |||||||||
| PO BOX 25827 | TEMPE | AZ | 85285 | 311732033 | CORE OPERATING SUPPORT | AZ | 501(C)(3) | LINE 7 | 0 |
| UNLIMITED POTENTIAL | |||||||||
| 6520 S CENTRAL AVENUE | PHOENIX | AZ | 85040 | 742383678 | COMMUNITY DEVELOPMENT | AZ | 501(C)(3) | LINE 7 | 0 |
| WESLEY COMMUNITY CENTER | |||||||||
| 1300 SOUTH 10 STREET | PHOENIX | AZ | 85034 | 860133770 | COMMUNITY DEVELOPMENT | AZ | 501(C)(3) | LINE 7 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |