2026-05-06T15:05:04-05:00 2025-06-30 860683059 BEACHFLEISCHMAN PLLC 1985 E RIVER ROAD SUITE 201 TUCSON AZ 85718 990 2024-07-01 770418201 EPIDAURUS DBA AMITY FOUNDATION EPID 8003813318 PO BOX 3043 TUCSON AZ 85702 DAVID CRAWFORD CFAO 8003813318 2026-05-01 1 1 KELLY L MELTZER CPA P00633511 5203214600 2026-05-01 2024 2025-03-06 01:10:19Z DOUG BOND PO BOX 3043 TUCSON AZ 85702 231226242 0 X WWW.AMITYFDN.ORG X 1969 AZ PROVIDE SERVICES FOR INDIVIDUALS WITH ALCOHOLISM, DRUG ABUSE, DELINQUENCY AND CRIMINALITY BEHAVIORS. 10 7 1097 7 0 0 143608725 226287454 5490928 4938788 20187 0 -74041 0 149045799 231226242 0 0 0 0 69233399 80832946 0 0 929500 81504175 150940736 150737574 231773682 -1691775 -547440 66657323 76608081 51566176 62064374 15091147 14543707 X AMITY FOUNDATION IS DEDICATED TO THE INCLUSION AND HABILITATION OF PEOPLE MARGINALIZED BY ADDICTION, TRAUMA, CRIMINALITY, INCARCERATION, POVERTY, RACISM, SEXISM, HOMELESSNESS AND VIOLENCE. WE STRIVE TO IMPROVE HEALTH, AND PROMOTE ENVIRONMENTAL, SOCIAL AND ECONOMIC JUSTICE. AMITY IS COMMITTED TO RESEARCH, DEVELOPMENT, IMPLEMENTATION AND DISSEMINATION OF INFORMATION REGARDING COMMUNITY BUILDING. 0 0 215924057 4938788 SEE SCHEDULE O 215924057 1 1 0 1 0 0 0 0 1 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 1 0 0 0 1 1 1 0 0 0 1 349 0 1 1097 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 10 7 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X SANDRA KLEINSCHMIDT 5206226489 721 N 4TH AVE TUCSON AZ 85705 DOUG BOND PRESIDENT/CEO/BOARD MEMBER 40.00 X X 409940 0 42361 ROBIN RETTMER BOARD MEMBER/SECRETARY 40.00 X X 387910 0 8472 JENNIFER SUE BOND BOARD MEMBER 1.00 X 0 0 0 SUSAN CHAMPION BOARD MEMBER 1.00 X 0 0 0 LISA HILL BOARD MEMBER 1.00 X 0 0 0 ANTONIO MANNING BOARD MEMBER 1.00 X 0 0 0 ROBERT SAINZ BOARD MEMBER 1.00 X 0 0 0 BETH STOKES BOARD MEMBER 1.00 X 0 0 0 ALFRED URBINA CHAIRMAN OF THE BOARD 1.00 X X 0 0 0 DAVID CRAWFORD CFAO 40.00 X 322500 0 0 OLGA MELLIZO CHIEF GRANTS, CONTRACTS AND DEVELOPMENT ADMIN 40.00 X 240261 0 6354 WAYNE GARCIA COO, REENTRY PROJECTS 40.00 X 215261 0 8278 CARMEN JACINTO COO COMMUNITY BASED PROJECTS 40.00 X 175920 0 21917 DEMARCUS CARTER SENIOR VICE PRESIDENT, PEOPLE OPERATIONS 40.00 X 180054 0 13879 VALENTIN MENDOZA VP INFORMATION SYSTEMS 40.00 X 179528 0 14383 2111374 0 115644 32 0 1 0 CRCD (COALITION FOR RESPONSIBLE COMMUNIT 1110 E 25TH STREET LOS ANGELES CA 90011 CONSTRUCTION 1329794 COZAR CONSTRUCTION COMPANY 32020 ALLEN AVENUE HEMET CA 92545 CONSTRUCTION/R&M 532384 MOSAIC SOLUTIONS AND ADVOCACY 808 R STREET SUITE 102 SACRAMENTO CA 95811 CONSULTING & LOBBYING FEES 434494 R2 DESIGN STUDIO 3125 E SUNSET HILL DRIVE WEST COVINA CA 91791 ARCHITECTURE & DESIGN 360400 ROBERT HALF PO BOX 743295 LOS ANGELES CA 90074 TEMPORARY LABOR 319802 20 219587234 6700220 3171410 226287454 SERVICE REVENUE 900099 4152686 4152686 OTHER REVENUE 900099 786102 786102 4938788 231226242 4938788 0 0 1088236 374434 713802 58394138 51878638 6214756 300744 598969 561218 35381 2370 15960637 14698823 1193433 68381 4790966 4244395 521897 24674 295794 32421 263373 98130 81 98049 810850 810850 4199409 2273793 1908621 16995 5135 1762 2500 873 3054952 1790451 1126602 137899 692527 499207 193297 23 6503190 5819677 412375 271138 889925 504376 342691 42858 1113822 466095 647727 1146298 1059281 59174 27843 1444056 1247144 168347 28565 RE-ENTRY SERVICES 123971817 123971817 FOOD & HOUSEHOLD 3431173 3385958 45215 STUDENT EXPENSES 1954027 1815983 130907 7137 CLOTHING 1085731 1054603 31128 243900 243900 231773682 215924057 14920125 929500 1175188 1040899 4859072 8748448 1000000 0 18047536 20950648 1088119 2212613 1347121 2372769 39243725 13102206 21811418 26141519 17328869 15141185 66657323 76608081 11671366 14059255 659567 7632629 716384 489704 20856312 24779465 17662547 15103321 51566176 62064374 X 7821777 7390341 7269370 7153366 15091147 14543707 66657323 76608081 -547440 0 X 0 1 X 1 1 1 X 83375540 91393085 111607082 143608725 226287454 656271886 83375540 91393085 111607082 143608725 226287454 656271886 656271886 656271886 24889990 1.00000 1.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 810850 810850 0 PART II-B, LINE 1: AMITY FOUNDATION RETAINS A FIRM THAT PROVIDES LEGISLATIVE COUNSEL AND ADVOCACY FOR THE PURPOSE OF PROMOTING THE POLICY AGENDA OF AMITY AND ITS COALITIONS. 0 1 X 4880837 4880837 20619246 8133938 12485308 3090726 1072025 2018701 2207251 2167848 39403 8445665 1728395 6717270 26141519 DEPOSITS 527933 OPERATING LEASE ASSETS 14613252 15141185 OPERATING LEASE OBLIGATIONS 15103321 15103321 X PART IV, LINE 2B: AMOUNTS HELD FOR OTHERS CONSIST OF AMOUNTS RECEIVED AND HELD BY THE ORGANIZATION ON BEHALF OF STUDENTS PARTICIPATING IN THEIR PROGRAMS. THESE FUNDS ARE INCLUDED IN RESTRICTED CASH AND CASH EQUIVALENTS ON THE STATEMENT OF FINANCIAL POSITION. PART X, LINE 2: ASC 740 FINANCIAL STATEMENT FOOTNOTE: THE ORGANIZATION IS EXEMPT FROM INCOME TAXES UNDER BOTH FEDERAL INTERNAL REVENUE CODE SECTION 501(C)(3) AND ARIZONA INCOME TAX LAWS, AND IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION UNDER SECTION 509(A)(2). INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE ENTITY'S TAX-EXEMPT PURPOSE, HOWEVER, MAY BE SUBJECT TO TAXATION AS UNRELATED BUSINESS TAXABLE INCOME (UBTI). PROJECT 5TH, PROJECT 68TH, PROJECT 67TH, NORMANDIE, RESIDENCES AND VETERANS ARE SINGLE-MEMBER LIMITED LIABILITY COMPANIES AND, AS SUCH, ARE DISREGARDED ENTITIES FOR TAX PURPOSES. ARV IS TAXABLE AS A CORPORATION; HOWEVER, THERE IS CURRENTLY NO ACTIVITY IN THE CORPORATION SO NO TAX PROVISION HAS BEEN RECORDED. FROM TIME TO TIME, THE ORGANIZATION MAY BE SUBJECT TO PENALTIES AND INTEREST ASSESSED BY VARIOUS TAXING AUTHORITIES, WHICH WILL BE CLASSIFIED AS GENERAL AND ADMINISTRATION EXPENSES, IF THEY OCCUR. X 1 1 X X X 1 0 0 0 0 0 0 0 0 DOUG BOND PRESIDENT/CEO/BOARD MEMBER 359940 0 50000 0 0 0 15588 0 26773 0 452301 0 0 0 ROBIN RETTMER BOARD MEMBER/SECRETARY 87910 0 0 0 300000 0 0 0 8472 0 396382 0 300000 0 DAVID CRAWFORD CFAO 302500 0 20000 0 0 0 0 0 0 0 322500 0 0 0 OLGA MELLIZO CHIEF GRANTS, CONTRACTS AND DEVELOPM 215261 0 25000 0 0 0 6354 0 0 0 246615 0 0 0 WAYNE GARCIA COO, REENTRY PROJECTS 215261 0 0 0 0 0 7897 0 381 0 223539 0 0 0 CARMEN JACINTO COO COMMUNITY BASED PROJECTS 165920 0 10000 0 0 0 7158 0 14759 0 197837 0 0 0 DEMARCUS CARTER SENIOR VICE PRESIDENT, PEOPLE OPERAT 170054 0 10000 0 0 0 0 0 13879 0 193933 0 0 0 VALENTIN MENDOZA VP INFORMATION SYSTEMS 179528 0 0 0 0 0 0 0 14383 0 193911 0 0 0 PART I, LINE 1A THE ORGANIZATION PAID A HEALTH MEMBERSHIP FOR DOUG BOND. THE MEMBERSHIP IS INCLUDED IN MR. BOND'S FORM W-2. PART I, LINE 4A THE ORGANIZATION HAD AN EMPLOYMENT AGREEMENT WITH ROBIN RETTMER WHICH INCLUDED A SEVERANCE PAYMENT OF $300,000 WHICH WAS TREATED AS DEFERRED COMPENSATION IN PRIOR YEAR. THIS WAS PAID IN THE CURRENT FISCAL YEAR AND WAS INCLUDED IN ROBIN RETTMER'S 2024 W-2. A THE INDUSTRIAL DEVELOPMENT AUTHORITY OF PIMA COUNTY 860445981 2016-08-11 8500000 0 0 0 A 8500000 184896 2604431 2017 1 0 1 1 A 0 0 0 0 0 0 0 A 0 0 0 0 0 0 0 0 0 A 0 SCHEDULE K, PART I, BOND ISSUES: (F) DESCRIPTION OF PURPOSE: 1) REFUNDING ISSUE - SERIES 2004A BONDS DATED 03/01/04 - $5,710,673 CALIFORNIA STATEWIDE COMMUNITIES DEVELOPMENT 2) REFINANCE PIMA PROPERTY - $2,604,431 3) PIMA PROPERTY CAPITAL EXPENDITURES - $184,896 SCHEDULE K, PART II, PROCEEDS: LINE 11 OTHER SPENT PROCEEDS: REFINANCE - $2,604,431 60-ACRE PIMA COUNTY RESIDENTIAL SUBSTANCE ABUSE TREATMENT FACILITY ANNA BOND FAMILY RELATIONSHIP WITH DOUG BOND AND JENNIFER SUE BOND 152729 EMPLOYEE COMPENSATION AND BENEFITS 0 X 2766916 DONOR ESTIMATE X 20 366520 DONOR ESTIMATE X TOYS 2 37974 DONOR ESTIMATE 0 0 0 PART I, COLUMN (B): AMOUNTS REPORTED IN PART I, COLUMN (B) REPRESENT THE NUMBER OF CONTRIBUTIONS, NOT THE NUMBER OF ITEMS, RECEIVED. FORM 990, PART III, LINE 4A, DESCRIPTION OF PROGRAM SERVICES: THE AMITY FOUNDATION PROVIDES AN ARRAY OF SERVICES BASED ON THE THERAPEUTIC COMMUNITY MODEL IN A VARIETY OF PHYSICAL SETTINGS. IN GENERAL, THE SERVICES PROVIDED FOR AMITY PARTICIPANTS CONTAIN INDIVIDUAL AND GROUP THERAPIES THAT ARE SPECIALIZED ACCORDING TO THE ACTUAL SETTING AND RECIPIENT OF THE ACTIVITIES. THE AMITY COMMUNITIES AT THIS TIME ARE INVOLVED IN THE FOLLOWING SETTINGS: * RESIDENTIAL, TRANSITION AND CONTINUANCE SERVICES PROVIDE LIVING QUARTERS AS WELL AS THE DAILY THERAPEUTIC COMMUNITY MODEL IN WHICH PARTICIPANTS LEARN TO LIVE AS A COMMUNITY, AS WELL AS RECEIVING THERAPEUTIC INDIVIDUAL SERVICES, FAMILY REUNIFICATION SERVICES, EDUCATIONAL AND VOCATIONAL TRAINING. * IN-PRISON SERVICES PROVIDE THE THERAPEUTIC COMMUNITY MODEL TO QUALIFYING MEMBERS WITHIN PARTICULAR PRISON SETTINGS SO THEY CAN WORK ON INDIVIDUAL AND GROUP ISSUES WHILE STILL INCARCERATED. THIS SERVICE IS PARTICULARLY EFFECTIVE IN PRISON AND HAS ASSISTED "LIFERS" (INMATES THAT DO NOT HAVE THE OPTION TO LEAVE PRISON), IN CLEANING UP AND GIVING BACK TO THEIR FELLOW INMATES WHAT THEY HAVE LEARNED. * OUTREACH, COMMUNITY BASED AND PREVENTION SERVICES PROVIDE THERAPEUTIC COMMUNITY MODEL ON A DAILY BASIS FOR PARTICIPANTS WITHOUT THEM LIVING IN A RESIDENTIAL SETTING TOGETHER. BESIDES RECEIVING INDIVIDUAL AND GROUP THERAPEUTIC SERVICES, FAMILY REUNIFICATION, PARENTING, EDUCATIONAL TRAINING, VOCATIONAL TRAINING AND HOUSING SERVICES ARE PROVIDED AS WELL. SERVICES ARE PROVIDED FOR THE SUBSTANCE ABUSE COMMUNITY AND ALSO FOR HIV/AIDS AT RISK POPULATIONS. * FAMILY REUNIFICATION AND PARENTING SERVICES ARE PROVIDED WITHIN THE THERAPEUTIC COMMUNITY MODEL WHETHER IT IS RESIDENTIAL, OR OUTREACH/COMMUNITY BASED. THESE SERVICES ARE PARTICULARLY IMPORTANT TO FORESTALL THE GENERATIONAL PATTERNS OF SUBSTANCE ABUSE AND OTHER BEHAVIORS RELATED TO IT. * CURRICULUM TRAINING AND EDUCATION ARE PROVIDED TO AMITY STAFF AND INDIVIDUAL COUNSELORS INTERESTED IN LEARNING THE THERAPEUTIC COMMUNITY MODEL. CROSS-TRAINING HAS BEEN MADE AVAILABLE FOR INDIVIDUALS WHO PROVIDE ANCILLARY SERVICES TO THE AMITY COMMUNITY IN ORDER FOR THEM TO FULFILL THEIR SERVICES IN A WAY THAT IS KEEPING WITH THE THERAPEUTIC COMMUNITY MODEL. *WE PROVIDE CASE MANAGEMENT AND OTHER SUBSTANCE USE DISORDER SUPPORTIVE SERVICES SUCH AS OUR SPECIALIZED TREATMENT FOR OPTIMIZED PROGRAMMING AND JUST IN REACH WHICH IS LARGELY NAVIGATION AND PLACEMENT INTO SYSTEMS OF CARE. WE ALSO SERVE AS A COORDINATING AGENCY FOR PLACEMENT, CASE MANAGEMENT, AND NAVIGATION INTO OTHER SUBCONTRACTED SUBSTANCE USE DISORDER SERVICES. WE PROVIDE HOUSING, TEMPORARY HOUSING, HOUSING SUPPORT SERVICES AND RENTAL ASSISTANCE, CARE COORDINATION, COMMUNITY HEALTH WORKER, AND EMPLOYMENT SERVICES SUCH AS ACCESS, PLACEMENT AND RETENTION STRATEGIES FOR EMPLOYMENT, CONNECTIONS TO TRAINING OPPORTUNITIES, SUBSIDIZED WAGES AND OTHER EMPLOYMENT SUPPORTIVE SERVICES FOR THOSE WHO HAVE BEEN IMPACTED BY ADDICTION, TRAUMA, INCARCERATION, POVERTY, AND HOMELESSNESS. FINALLY, AMITY WAS SELECTED TO ACT AS THIRD-PARTY ADMINISTRATOR (TPA) THROUGH LOS ANGELES COUNTY CEO OFFICE TO MANAGE AND DISTRIBUTE A PORTION OF FUNDS INCLUDED IN THE CFCI SPENDING PLAN FOR GRANTS TO JUSTICE-FOCUSED COMMUNITY-BASED ORGANIZATIONS. AMITY IS RESPONSIBLE FOR DISTRIBUTING $354 MILLION OVER THREE YEARS ACROSS SEVEN PROGRAM AREAS WITH THE GOAL OF EQUITABLY INCREASING ACCESS TO FUNDS FOR ORGANIZATIONS SERVING YOUTH AND THOSE IMPACTED BY INJUSTICE AND INEQUITIES WITHIN THE CRIMINAL JUSTICE SYSTEMS. FORM 990, PART VI, SECTION A, LINE 2 DOUG BOND AND JENNIFER BOND HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY AN INDEPENDENT CPA AND A DRAFT COPY OF THE RETURN IS PROVIDED TO THE SENIOR DIRECTOR OF FINANCE, SENIOR VICE PRESIDENT, FINANCE, CHIEF FINANCIAL AND ADMINISTRATIVE OFFICER (CFAO), AND THE PRESIDENT / CEO FOR REVIEW. UPON THEIR APPROVAL A COPY IS PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER IS REQUIRED TO READ AND SIGN THE CONFLICT OF INTEREST POLICY. IF THE GOVERNING BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE A MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE MEMBER OF THE BASIS FOR SUCH BELIEF AND AFFORD THE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE MEMBER'S RESPONSE AND AFTER MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE GOVERNING BOARD OR COMMITTEE DETERMINES THE MEMBER HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. FORM 990, PART VI, SECTION B, LINE 15 MEMBERS OF THE BOARD LED BY THE BOARD CHAIR SET ANNUAL GOALS FOR THE PRESIDENT / CEO ALIGNED WITH THE ANNUAL BUDGET, AND AT THE END OF THE BUDGET YEAR REVIEWS PERFORMANCE AGAINST THOSE GOALS ALONG WITH INDUSTRY COMPENSATION DATA PROVIDED BY THE CFAO TO DETERMINE COMPENSATION ADJUSTMENTS, IF ANY, FOR THE PRESIDENT / CEO. FOR OTHER EXECUTIVE COMPENSATION, INCLUDING THE CFAO, THE FINANCE COMMITTEE REVIEWS AS PART OF THE ANNUAL BUDGET THAT THE COMMITTEE PRESENTS TO THE BOARD FOR APPROVAL. THE BOARD APPROVES A BUDGET EVERY YEAR THAT INCLUDES DETAILED COMPENSATION FOR EVERY EMPLOYEE. THE BOARD ALSO RETAINED A THIRD PARTY COMPENSATION EXPERT TO INFORM THE BOARD OF APPROPRIATE COMPENSATION STRUCTURE AND AMOUNTS AND USED THIS INFORMATION TO DETERMINE PRESIDENT / CEO AND CFAO COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. 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