2025-04-07T14:54:32+00:00 2024-06-30 440160260 Forvis Mazars LLP 2700 Post Oak Blvd Ste 1500 Houston TX 77056 990 2023-07-01 860253158 Hacienda Inc HACI 6022434231 1402 E South Mountain Avenue Phoenix AZ 85042 Perry Petrilli CEO 6022434231 2025-04-07 true Amanda Maya P01067777 7134994600 2025-05-15 2023 2025-03-06 01:10:19Z Perry Petrilli 1402 E South Mountain Avenue Phoenix AZ 85042 25195279 false X WWW.HACIENDAINC.ORG/ X 1970 AZ PROVIDE SERVICES FOR HANDICAPPED AND CHRONICALLY ILL CHILDREN, TEENS AND ADULTS 3 3 545 3 0 0 2162309 1942537 20797071 21782091 69074 141028 475423 -87365 23503877 23778291 0 0 0 0 18091619 18759298 0 0 0 4515055 5068025 22606674 23827323 897203 -49032 14862613 14766790 5620982 5422503 9241631 9344287 X PROVIDE SERVICES FOR HANDICAPPED AND CHRONICALLY ILL CHILDREN false false 15385570 16139109 INTERMEDIATE CARE FACILITY: HACIENDA'S ICF-IID SERVES RESIDENTS OF ALL AGES AT ALL LEVELS WITH INTELLECTUAL DISABILITIES. THE ICF PROVIDES INDIVIDUALIZED ACTIVE TREATMENT SERVICES AND SPECIALIZED MEDICAL CARE FOR INDIVIDUALS IN A COMMUNAL, HOMELIKE ENVIRONMENT. 2287044 2399057 THE ORGANIZATION OPERATES A DAY TREATMENT PROGRAM FOR ADULTS AND TEENAGERS WITH DEVELOPMENTAL DISABILITIES. 1663305 1744768 GROUP HOMES, MEDICAL GROUP HOMES: THE ORGANIZATION OPERATES SEVEN GROUP HOMES IN THE COMMUNITY; FOUR OF THAT ARE MEDICAL FACILITIES AND TWO TRADITIONAL GROUP HOMES AND ONE INDIVIDUAL DESIGNED LIVING ARRANGEMENT IDLA HOME. THE TWO TRADITIONAL GROUP HOMES OFFER 24-HOUR SUPERVISION, THE TEACHING OF HABILITATION SKILLS, DAILY LIVING SKILLS AND INTEGRATION INTO THE COMMUNITY. IN ADDITION TO THE OPPORTUNITIES PROVIDED IN THE TRADITIONAL GROUP HOME SETTING, THE MEDICAL GROUP HOME FACILITIES OFFER AROUND-THE-CLOCK MEDICAL SUPERVISION BY LICENSED PRACTICAL NURSES AND SUPERVISION BY A REGISTERED NURSE. THE INDIVIDUALS IN THESE HOMES REQUIRE SPECIFIC MEDICAL SUPERVISION BY TRAINED PERSONNEL. INDEPENDENT LIVING: THE ORGANIZATION OPERATES AN INDIVIDUAL LIVING PROGRAM WHICH IS DESIGNED TO PROVIDE ASSISTANCE TO PEOPLE WHO LIVE INDEPENDENTLY IN THEIR OWN HOME. PEOPLE WHO ARE SUPPORTED IN THE IDLA PROGRAM RECEIVE SUPPORT BASED ON THEIR LEVEL OF NEED. INDIVIDUALS MAY NEED SUPPORT RANGING FROM AS FEW AS FIVE HOURS PER WEEK TO AS MANY AS FIFTY HOURS PER WEEK. MEMBERS OF THE IDLA PROGRAM RENT OR OWN THEIR HOME AND PAY THE COSTS ASSOCIATED WITH LIVING EXPENSES THROUGH WAGES THEY EARN WORKING IN THEIR JOBS. 1455392 1526672 THE ORGANIZATION OPERATES A GROUP SUPPORTED EMPLOYMENT PROGRAM TO ASSESS AND DEVELOP THEIR WORK SKILLS. 1455392 1526672 20791311 true true false false false false false false true true false false false true true true false false false false false false false false false false false false true false false false false false false false false false false false false false true true true false false true 23 0 true 545 true false false false false false false false false false false false false X 3 3 false false false false false false false true true false false false true true true true true true true false AZ X LAURA WORTHY 6022434231 1402 E SOUTH MOUNTAIN AVENUE PHOENIX AZ 85042 ALEXANDER RYAN TREASURER 1.0 1.0 X X 0 0 0 GARY ORMAN VICE PRESIDENT 1.0 1.0 X X 0 0 0 JANET WEIGEL PRESIDENT 1.0 1.0 X X 0 0 0 LAURA WORTHY CFO 36.0 4.0 X 217948 0 16809 PERRY F PETRILLI CEO 36.0 4.0 X 250636 0 9172 JOON BAIK GROUP HOME/DTA/GSE ADMINISTRATOR 40.0 0.0 X 126615 0 5065 KATHLEEN BOEGLER LPN DRIVER 40.0 0.0 X 181730 0 13211 LORENA BOWERS DIRECTOR OF RESPIRATORY SERVICES 40.0 1.0 X 116091 0 9025 RHONDA DECLAY ICF LPN FT 40.0 0.0 X 118632 0 13881 TERESA DUNLAP DIRECTOR OF NURSING, ICF 40.0 0.0 X 150654 0 14207 1162306 0 81370 12 false true false 0 839931 968404 134202 1942537 GOVERNMENT PATIENT SERVICE REVENUE 623990 21782091 21782091 0 0 0 0 21782091 52241 52241 0 0 1505775 1352885 64103 152890 -64103 88787 88787 OTHER REVENUE 900099 27515 27515 LOSS ON SETTLEMENTS 900099 -114880 -114880 0 0 0 0 -87365 23778291 21809606 0 26148 0 0 494564 494564 15425177 14602768 822409 343629 274181 69448 1331411 1182761 148650 1164517 1015467 149050 116472 116472 82000 82000 9426 9426 318919 245252 73667 0 58404 48496 9908 123985 49889 74096 115437 115437 407154 374132 33022 7664 3481 4183 66942 66942 32071 634 31437 736161 736161 1075035 1009603 65432 SUPPLIES 1161415 1161415 0 0 EQUIPMENT RENTAL 221330 221330 0 0 FOOD 215842 215729 113 0 FLEET 118813 118813 0 0 200955 200418 537 0 23827323 20791311 3036012 0 1564801 2285828 0 0 0 0 1899578 1897385 0 0 0 0 0 0 101540 79566 366811 309511 15315498 6773035 9034435 8542463 1895448 1591510 0 0 0 0 0 60527 14862613 14766790 1053850 1661911 0 0 0 0 0 0 0 0 0 0 35062 27717 500000 520521 4032070 3212354 5620982 5422503 X 9226841 9329497 14790 14790 9241631 9344287 14862613 14766790 -49032 151688 0 X false true X false false X 11760904 8669618 7651008 2162309 1942537 32186376 17506724 16073335 17954022 21032004 21809606 94375691 0 0 0 29267628 24742953 25605030 23194313 23752143 126562067 1750 2175 17400 2800 2741 26866 0 0 0 0 0 0 1750 2175 17400 2800 2741 26866 126535201 34936 14010 58879 47676 52241 207742 0 34936 14010 58879 47676 52241 207742 0 0 0 0 240490 -114880 125610 29302564 24756963 25663909 23482479 23689504 126895419 0.9972 0.9965 0 0.0 X Schedule A, Part III, Line 12 Other Income DESCRIPTION - OTHER INCOME, COLUMN A - 0.0, COLUMN B - 0.0, COLUMN C - 0.0, COLUMN D - 240490.0, COLUMN E - -114880.0, COLUMN F - 125610.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3200 3200 3200 3200 3200 3200 3200 3200 38279 35079 3200 1.0 0.0 0.0 false false 74000 74000 9602746 3095768 6506978 3121988 1896315 1225673 2476442 1780952 695490 40322 0 40322 8542463 DEFERRED COMPENSATION 293582 AHCCCS SETTLEMENT 2345648 REFUNDABLE ADVANCES 531904 LEASE LIABILITY 41220 3212354 X 22882032 151688 -1038521 -886833 23768865 9426 0 9426 23778291 22779376 0 0 22779376 9426 1038521 1047947 23827323 Schedule D, Part V, Line 4 Intended uses of endowment funds INTENDED USE OF ENDOWMENT FUNDS: TO USE THE INTEREST EARNINGS TO FUND THE ORGANIZATION'S PROGRAM SERVICES AND GENERAL OPERATIONS. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote ASC 740 FOOTNOTE: THE ORGANIZATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "IRC") AND SIMILAR STATE PROVISIONS. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE ORGANIZATION'S TAX-EXEMPT PURPOSE MAY BE SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. IN ADDITION, THE ORGANIZATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A)(III) OF THE IRC AND HAS BEEN CLASSIFIED AS AN ORGANIZATION OTHER THAN A PRIVATE FOUNDATION UNDER SECTION 509(A)(1) OF THE IRC. THE ORGANIZATION HAS PROVIDED FOR INCOME TAXES ON ITS UNRELATED BUSINESS INCOME, WHICH HAVE NOT BEEN SIGNIFICANT, AS REQUIRED BY SECTION 512 OF THE CODE. THE ORGANIZATION ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON WHETHER IT IS "MORE-LIKELY-THAN-NOT" THAT THE POSITION WILL BE SUSTAINED BY THE TAXING AUTHORITY UPON EXAMINATION. THE ORGANIZATION ROUTINELY EVALUATES POTENTIAL UNCERTAIN TAX POSITIONS. THE ORGANIZATION HAS IDENTIFIED ITS STATUS AS AN EXEMPT ORGANIZATION AS A TAX POSITION; HOWEVER, THE ORGANIZATION HAS DETERMINED THAT SUCH TAX POSITION DOES NOT RESULT IN AN UNCERTAINTY THAT REQUIRES RECOGNITION. THE ORGANIZATION FILES INFORMATIONAL AND INCOME TAX RETURNS IN THE U.S. FEDERAL JURISDICTION. AS OF JUNE 30, 2024, U.S. FEDERAL INFORMATIONAL AND INCOME TAX RETURNS FOR THE THREE MOST RECENT YEARS. INTEREST AND PENALTIES, IF ANY, ARE ACCRUED AS A COMPONENT OF MANAGEMENT AND GENERAL EXPENSES WHEN ASSESSED. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 BAD DEBT EXPENSE - -85679 CLASSIFICATION DIFFERENCES RELATED TO LOSS FROM DISCONTINUED OPERATIONS - -952842 Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements BAD DEBT EXPENSE - 85679 CLASSIFICATION DIFFERENCES RELATED TO LOSS FROM DISCONTINUED OPERATIONS - 952842 X X X false false false false false false false true false PERRY F PETRILLI CEO 241464 0 0 0 9172 0 9172 0 0 0 259808 0 0 0 LAURA WORTHY CFO 209063 0 0 0 8885 0 8885 0 7924 0 234757 0 0 0 KATHLEEN BOEGLER LPN DRIVER 181430 0 300 0 0 0 4517 0 8694 0 194941 0 0 0 TERESA DUNLAP DIRECTOR OF NURSING, ICF 150654 0 0 0 0 0 6283 0 7924 0 164861 0 0 0 Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation METHOD USED TO ESTABLISH CEO/EXECUTIVE DIRECTOR COMPENSATION: HACIENDA HEALTHCARE MONITORS THE COMPETITIVE RATES THAT OTHER SIMILAR HEALTHCARE COMPANIES OFFER. THE HACIENDA HEALTHCARE BOARD OF DIRECTORS APPROVES CHANGES IN EXECUTIVE COMPENSATION ANNUALLY BEFORE THE CHANGES TAKE PLACE. Schedule J, Part I, Line 7 Non-fixed payments NONFIXED PAYMENTS: THE LPN DRIVER RECEIVES A BONUS THAT INCLUDES A NONFIXED PORTION BASED ON EXTRA SHIFTS WORKED. THESE BONUSES WERE AT THE DISCRETION OF MANAGEMENT. Form 990, Part III, Line 4d Description of other program services (Expenses $ 1,455,392 including grants of $)(Revenue $ 1,526,672) THE ORGANIZATION OPERATES A GROUP SUPPORTED EMPLOYMENT PROGRAM TO ASSESS AND DEVELOP THEIR WORK SKILLS. Form 990, Part VI, Line 11b Review of form 990 by governing body PROCESS TO REVIEW FORM 990: THE ORGANIZATION'S CEO WILL REVIEW AND APPROVE THE FORM 990 PRIOR TO FILING. THE ORGANIZATION'S CEO HAS BEEN AUTHORIZED BY THE BOARD OF DIRECTORS TO SIGN THE FINAL FORM 990. Form 990, Part VI, Line 12c Conflict of interest policy CONFLICT OF INTEREST POLICY: THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY THAT ADDRESSES THE CONSIDERATION OF POTENTIAL CONFLICTS OF INTEREST BY THE BOARD OF DIRECTORS, COMMITTEE MEMBERS, KEY EMPLOYEES, AND THEIR RELATIVES. AS PER THE POLICY, SUCH PERSONS MUST MAKE DISCLOSURE OF ANY POTENTIAL CONFLICTS OF INTEREST AND MUST ABSTAIN FROM VOTING ON ANY ACTION IN WHICH THEY MAY HAVE AN INTEREST. ON AN ANNUAL BASIS, ALL BOARD MEMBERS ARE REQUIRED TO SIGN OFF ON AN ANNUAL CONFLICT OF INTEREST FORM, EITHER STATING ANY KNOWN CONFLICTS, OR STATING THAT THERE ARE NONE. Form 990, Part VI, Line 15a Process to establish compensation of top management official PROCESS FOR DETERMINING COMPENSATION: THE BOARD OF DIRECTORS DETERMINES REASONABLE AND APPROPRIATE SALARIES FOR OFFICERS OF THE ORGANIZATION. THE BOARD MONITORS THE COMPETITIVE RATES THAT OTHER SIMILAR HEALTHCARE COMPANIES OFFER AND APPROVES CHANGES IN EXECUTIVE COMPENSATION ANNUALLY. THE BOARD OF DIRECTORS' APPROVAL OF EXECUTIVE COMPENSATION ARE THOROUGHLY DOCUMENTED. Form 990, Part VI, Line 15b Process to establish compensation of other employees PROCESS FOR DETERMINING COMPENSATION: THE BOARD OF DIRECTORS DETERMINES REASONABLE AND APPROPRIATE SALARIES FOR OFFICERS OF THE ORGANIZATION. THE BOARD MONITORS THE COMPETITIVE RATES THAT OTHER SIMILAR HEALTHCARE COMPANIES OFFER AND APPROVES CHANGES IN EXECUTIVE COMPENSATION ANNUALLY. THE BOARD OF DIRECTORS' APPROVAL OF EXECUTIVE COMPENSATION ARE THOROUGHLY DOCUMENTED. Form 990, Part VI, Line 19 Required documents available to the public DOCUMENTS MADE AVAILABLE TO THE PUBLIC: THE ORGANIZATION GENERALLY DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. LOS NINOS HOSPITAL INC 1402 E SOUTH MOUNTAIN AVE PHOENIX AZ 85042 860892673 HEALTHCARE AZ 501(c)(3) 10 NA true false false true false false false false false false false false true true true true false false false true LOS NINOS HOSPITAL INC C 839931 CASH