2024-03-29T14:11:34-05:00 2023-06-30 450250958 EIDE BAILLY LLP 2355 E CAMELBACK RD STE 900 PHOENIX AZ 850169065 990 2022-07-01 861007325 THE CUTTY LEGACY FOUNDATION CUTT 4808388111 215 W LODGE DR TEMPE AZ 85283 JEFF BERNICK PRESIDENT/CEO 4808388111 2024-03-28 1 JEFF BERNICK 999009999 0 BRENDA ANN BLUNT CPA P00075126 4803151040 2024-03-28 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JEFF BERNICK 215 W LODGE DR TEMPE AZ 85283 425112 0 X N/A X 2000 AZ TO HELP RAISE FUNDS TO SUPPORT THE ACTIVITIES OF THE CENTERS FOR HABILITATION, (CONT'D ON SCH O) ASSIST INDIVIDUALS WHEN OTHER SOURCES ARE NOT AVAILABLE AND SUPPORT FAMILIES CARING FOR INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES. 13 13 0 0 0 0 0 0 0 0 59945 267627 0 0 59945 267627 0 20000 0 0 0 0 0 0 0 33629 28137 33629 48137 26316 219490 1774494 1924110 270423 125156 1504071 1798954 TO HELP RAISE FUNDS TO SUPPORT THE ACTIVITIES OF THE CENTERS FOR HABILITATION, ASSIST INDIVIDUALS WHEN OTHER SOURCES ARE NOT AVAILABLE AND SUPPORT FAMILIES CARING FOR INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES. 0 0 31540 20000 THE CUTTY LEGACY FOUNDATION HELD PROPERTY FOR THE BENEFIT OF THE CENTERS FOR HABILITATION/TCH. 31540 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 1 0 0 0 1 1 1 0 0 0 1 1 1 1 1 1 0 0 0 X JAYASHREE GANESAN 4808388111 215 WEST LODGE DRIVE TEMPE AZ 85283 ANDREW JOHNSON CHAIR 0.50 0.50 X X 0 0 0 CECILIA ASHE VICE CHAIR 0.50 0.50 X X 0 0 0 KATHRYN HASKEW SECRETARY 0.50 0.50 X 0 0 0 CINDY LEE TREASURER 0.50 0.50 X 0 0 0 MEAGHAN KRAMER DIRECTOR 0.50 0.50 X 0 0 0 SHERYL CARITY DIRECTOR 0.50 0.50 X 0 0 0 MARTHA BYRD DIRECTOR 0.50 0.50 X 0 0 0 SURESH MURUGESAN DIRECTOR 0.50 0.50 X 0 0 0 MIKE JONES DIRECTOR 0.50 0.50 X 0 0 0 RYAN HOGAN DIRECTOR 0.50 0.50 X 0 0 0 TAYLOR GIBSON DIRECTOR 0.50 0.50 X 0 0 0 CHAD PRICE DIRECTOR 0.50 0.50 X 0 0 0 PAT LITTLE-UPAH DIRECTOR (THRU 6/30/23) 0.50 0.50 X 0 0 0 JEFF BERNICK PRESIDENT/CEO 2.00 38.00 X 0 209252 26500 JAYASHREE GANESAN CHIEF FINANCIAL OFFICER 2.00 38.00 X 0 143301 0 0 352553 26500 0 0 1 0 0 25112 25112 400000 157485 242515 242515 242515 267627 0 0 267627 20000 20000 5600 5600 10468 10468 529 529 11540 11540 48137 31540 16597 0 3181 185484 740186 106545 756365 633641 1014948 1104985 1774494 1924110 270423 125156 270423 125156 X 1504071 1798954 1504071 1798954 1774494 1924110 219490 75393 0 X 0 1 X 1 0 X X 1 THE CENTERS FOR HABILITATIONTCH 860217033 10 1 20000 0 1 20000 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 545000 545000 195186 106545 88641 633641 DUE TO RELATED PARTY 125156 125156 X PART X, LINE 2: THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ITS ANNUAL FILING REQUIREMENTS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. 0 THE CENTERS FOR HABILITATIONTCH 215 W LODGE DR TEMPE AZ 85283 860217033 501(C)(3) 20000 0 REMODEL EXPENSE FOR A GROUP HOME 1 0 0 0 0 0 0 0 0 0 0 JEFF BERNICK PRESIDENT/CEO 0 190539 0 5315 0 13398 0 26500 0 0 0 235752 0 0 PART I, LINE 3 THE CEO IS PAID BY THE CENTERS FOR HABILITATION, A RELATED TAX-EXEMPT ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 3 EMPLOYEES OF THE CENTERS FOR HABILITATION (TCH) PROVIDE ADMINISTRATIVE AND MANAGEMENT SUPPORT FOR THE ORGANIZATION. THE ORGANIZATION REIMBURSES TCH FOR THESE EXPENSES. FORM 990, PART VI, SECTION A, LINE 7A DIRECTORS OF THE SUPPORTED ORGANIZATIONS, TCH, ARE AUTOMATICALLY, BY REASON OF SUCH OFFICE, ELECTED AS A DIRECTORS OF CUTTY LEGACY FOUNDATION (CLF). THE PRESIDENT/CEO OF TCH IS AUTOMATICALLY A VOTING MEMBER OF THE BOARD OF DIRECTORS AND THE CEO OF CLF. THE TERM OF EACH DIRECTOR AND OFFICER IS DEPENDENT ON THEIR TERM WITHIN TCH. FORM 990, PART VI, SECTION A, LINE 7B THE SUPPORTED ORGANIZATION, TCH, HAS THE RIGHT AND AUTHORITY TO APPROVE: AMENDMENTS TO ARTICLES OF INCORPORATION OR BYLAWS; INCURRENCE OF DEBT (OTHER THAN TRADE DEBT INCURRED IN THE ORDINARY COURSE OF THE ORGANIZATION'S OPERATIONS); ADOPTION OF PLAN OF MERGER OR CONSOLIDATION; SALE, LEASE, EXCHANGE, MORTGAGE, PLEDGE OR OTHER DISPOSITION OF ALL, OR SUBSTANTIALLY ALL, THE ASSETS OF THE ORGANIZATION; AND DISSOLUTION OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND REVIEWED BY THE CFO OF TCH. THEN, A DRAFT FORM 990 WAS EMAILED TO THE MEMBERS OF THE BOARD FOR REVIEW PRIOR TO THE FILING OF THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C IT IS THE POLICY OF THE CUTTY LEGACY FOUNDATION (CLF) TO AVOID ANY CONFLICT OF INTEREST IN SERVICE ON OR ACTIONS TAKEN BY THE BOARD OF DIRECTORS (THE "BOARD"). DIRECTORS DO NOT VOTE ON NOR PARTICIPATE IN THE BOARD DISCUSSION REGARDING ANY MATTER IN WHICH HE OR SHE IS INVOLVED THAT WILL DIRECTLY OR INDIRECTLY FINANCIALLY AFFECT ANOTHER SERVICE ORGANIZATION, BUSINESS, OR ACTIVITY WITH WHICH THAT DIRECTOR IS ALSO CLOSELY ASSOCIATED AND MAY PERSONALLY BENEFIT FROM THAT ASSOCIATION. IF IT IS DETERMINED THAT A CONFLICT DOES EXIST, THAT PERSON WILL NOT VOTE ON NOR PARTICIPATE IN THE DISCUSSION OF ANY MATTERS RELATED TO THE ITEM THAT CREATES THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION DOES NOT COMPENSATE ANY OFFICERS OR DIRECTORS. THE CEO IS COMPENSATED BY THE CENTERS FOR HABILITATION (TCH). TCH'S EXECUTIVE COMMITTEE RECOMMENDS THE CEO'S COMPENSATION TO THE BOARD FOR THEIR APPROVAL. ONLY INDEPENDENT MEMBERS OF THE EXECUTIVE COMMITTEE AND BOARD ARE PERMITTED TO DELIBERATE AND VOTE ON THE COMPENSATION. THE EXECUTIVE COMMITTEE REFERS TO INFORMATION REPORTED IN THE 990 RETURNS OF COMPARABLE ORGANIZATIONS AND OTHER DATA SOURCES IN THEIR DECISION, WHICH IS CONTEMPORANEOUSLY DOCUMENTED IN THE COMMITTEE'S MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE CENTERS FOR HABILITATIONTCH 215 WEST LODGE DRIVE TEMPE AZ 85283 860217033 SUPPORT PEOPLE WITH DISABILITIES AZ 501(C)(3) LINE 10 N/A 0 0 1 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0