DIOCESAN COUNCIL FOR THE SOCIETY OF ST VINCENT DE PAUL DIOCESE PHOENIX: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- DIOCESAN COUNCIL FOR THE SOCIETY OF ST VINCENT DE PAUL DIOCESE PHOENIX (EIN 86-0096789)
- Tax period
- 2022-10-01 to 2023-09-30
- Filed
- 2024-08-15
- IRS object ID
- 202442289349302004
- Schema version
- 2022v5.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-15T11:16:02-05:00 | ReturnTs |
| Tax Period End | 2023-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341884125 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MHM LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4722 N 24TH ST STE 300 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 860096789 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIOCESAN COUNCIL FOR THE SOCIETY OF | BusinessNameLine1Txt |
| Business Name Line2 | ST VINCENT DE PAUL DIOCESE PHOENIX | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DIOC | BusinessNameControlTxt |
| Phone | 6022616802 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 13600 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 850023600 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAUREN GAMMILL | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 6022616802 | PhoneNum |
| Signature | 2024-08-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMY A O'LOUGHLIN | PreparerPersonNm |
| PTIN | P00869687 | PTIN |
| Phone | 6022646835 | PhoneNum |
| Preparation | 2024-08-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SHANNON CLANCY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 13600 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $84,108,263 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.STVINCENTDEPAUL.NET | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1946 | FormationYr |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Activity Or Mission | HARNESSING THE POWER OF COMMUNITY AND PARTNERSHIPS TO FEED, CLOTHE, HOUSE, AND HEAL. | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 25 | VotingMembersIndependentCnt |
| Total Employee | 486 | TotalEmployeeCnt |
| Total Volunteers | 16000 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $59,772,291 | PYContributionsGrantsAmt |
| CY Contributions Grants | $72,005,249 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $11,718,634 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,624,920 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,770,166 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,003,581 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,276,033 | PYOtherRevenueAmt |
| CY Other Revenue | $146,884 | CYOtherRevenueAmt |
| PY Total Revenue | $74,537,124 | PYTotalRevenueAmt |
| CY Total Revenue | $76,780,634 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $157,166 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $207,405 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $19,233,425 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $22,946,812 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $47,710 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $168,335 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $5,988,054 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $52,114,506 | PYOtherExpensesAmt |
| CY Other Expenses | $48,312,761 | CYOtherExpensesAmt |
| PY Total Expenses | $71,552,807 | PYTotalExpensesAmt |
| CY Total Expenses | $71,635,313 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,984,317 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,145,321 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $90,037,714 | TotalAssetsBOYAmt |
| Total Assets EOY | $99,891,443 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,667,430 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,616,762 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $85,370,284 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $94,274,681 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE SOCIETY OF ST. VINCENT DE PAUL IS AN INTERNATIONAL NONPROFIT ORGANIZATION DEDICATED TO SERVING THE POOR AND PROVIDING OTHERS WITH THE OPPORTUNITY TO SERVE. THROUGH 80 PARISH CONFERENCES THE PHOENIX DIOCESAN COUNCIL HAS BEEN ASSISTING CENTRAL AND NORTHERN ARIZONA FAMILIES SINCE 1946. PROGRAMS INCLUDE SERVICES FOR THE HOMELESS, MEDICAL AND DENTAL CARE FOR THE WORKING POOR, CHARITY DINING ROOMS, FOOD BOX PROGRAMS, THRIFT STORES, A TRANSITIONAL HOUSING SHELTER AND GENERAL ASSISTANCE FOR INDIVIDUALS AND FAMILIES IN NEED. OUR URBAN FARM PROGRAM GENERATES FRESH FOOD FOR OUR DINING ROOM AND FOOD BOX PROGRAM. BY PARTNERING WITH PUBLIC AGENCIES AND NONPROFITS, ST. VINCENT DE PAUL'S RESOURCE CENTER IS A HUB FOR PEOPLE WHO ARE READY TO TAKE STEPS OUT OF HOMELESSNESS. IN ADDITION TO MEETING DAILY BASIC NEEDS, THE RESOURCE CENTER PROVIDES HEALTH SCREENINGS, MENTAL HEALTH SERVICES, JOB SEARCH AND COACHING, WORKING HANDINHAND WITH INDIVIDUALS TO PLAN A PATH TO SELF-SUFFICIENCY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $20,021,154 | ExpenseAmt |
| Revenue | $592,062 | RevenueAmt |
| Desc | MORE THAN 7,500 MEALS ARE PROVIDED DAILY THROUGH ST. VINCENT DE PAUL'S SIX CHARITY DINING ROOMS AND FOOD BOX PROGRAM. OVER 80 VOLUNTEER-RUN FOOD PANTRIES OPERATE AS A NETWORK TO PROVIDE FOOD BOXES, RENT AND UTILITY BILL ASSISTANCE AND GENERAL SUPPORT FOR INDIVIDUALS AND FAMILIES IN NEED. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $13,329,881 | ExpenseAmt |
| Revenue | $703,048 | RevenueAmt |
| Desc | IN ADDITION TO PROVIDE LOW-COST ITEMS TO THE PUBLIC, ST. VINCENT DE PAUL'S THRIFT STORES PROVIDE ITEMS FREE OF CHARGE TO FAMILIES RECEIVING ASSISTANCE THROUGH ST. VINCENT DE PAUL'S OTHER PROGRAMS. THRIFT STORES ALSO GENERATE FUNDING TO SUPPORT ST. VINCENT DE PAUL'S PROGRAMS TO FEED, CLOTHE, HOUSE AND HEAL PEOPLE IN NEED. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,767,808 | ExpenseAmt |
| Revenue | $290,884 | RevenueAmt |
| Desc | ST. VINCENT DE PAUL'S VIRGINIA G. PIPER MEDICAL AND DENTAL CLINIC PROVIDES COMPREHENSIVE SERVICES TO PATIENTS WITHOUT INSURANCE. SERVICES INCLUDE OVER 20 MEDICAL SPECIALTIES AND ALL ASPECTS OF ORAL CARE. LAST YEAR, THE CLINIC PROVIDED 16,500 MEDICAL AND DENTAL VISITS, FREE OF CHARGE, FOR UNINSURED PATIENTS. THE CLINIC IS ALSO PARTNERS WITH MEDICAL AND DENTAL SCHOOLS ACROSS ARIZONA TO HOST STUDENTS AND RESIDENT DOCTORS, PROVIDING QUALITY EDUCATION FOR STUDENTS AND COMPASSIONATE CARE FOR PATIENTS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $23,510,002 | ExpenseAmt |
| Grant | $207,405 | GrantAmt |
| Revenue | $64,287 | RevenueAmt |
| Desc | VARIOUS OTHER PROGRAMS-RECOGNIZING THE UNIQUE NEEDS OF OLDER ADULTS AND PEOPLE WITH DISABILITIES, ST. VINCENT DE PAUL'S OZANAM MANOR IS A UNIQUE SHELTER THAT PROVIDES A SAFE HARBOR TO HELP PEOPLE TRANSITION FROM HOMELESSNESS TO HOUSING. OZANAM MANOR IS HOME TO 60 RESIDENTS, MANY OF WHOM ARE VETERANS, WHILE THEY RECEIVE CASE MANAGEMENT AND HELP TO SECURE PERMANENT HOUSING. THERE IS ALSO MEMBERSHIP SUPPORT FOR 85 PARISH CONFERENCES SERVING THE POOR, VOLUNTEER SERVICES, AND SPECIAL PROJECTS. ALSO AN URBAN FARM PROGRAM PRODUCED 48 THOUSAND POUNDS OF FRESH FOOD FOR OUR FEEDING THE HUNGRY PROGRAMS. AN OVERNIGHT SHELTER PROVIDES 250 PEOPLE PER NIGHT A PLACE TO SLEEP SAFE FROM THE ELEMENTS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $23,510,002 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $207,405 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $64,287 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $61,628,845 | 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 |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | 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 | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | 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 With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | 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 | 99 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 486 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| 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 | Yes (1) | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 2 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form1098 C Filed | Yes (1) | Form1098CFiledInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 25 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAUREN GAMMILL | PersonNm |
| Phone | 6022664673 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 W WATKINS RD | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85003 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (33 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| ARLEN WESTLING | ||||||||
| BOARD MEMBER | 6.00 | Yes (X) | $0 | $0 | $0 | |||
| DANIEL TROOP | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DORIS KILROY | ||||||||
| BOARD MEMBER | 30.00 | Yes (X) | $0 | $0 | $0 | |||
| ED CARPENTER | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| FRANK BARRIOS | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES GREEN | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN WERNET | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH RILEY | ||||||||
| BOARD MEMBER | 30.00 | Yes (X) | $0 | $0 | $0 | |||
| KRITINA MOHR | ||||||||
| DISTRICT PRESIDENT | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| LAUREN GAMMILL | ||||||||
| TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| LORI SELLERS | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| LUCY LOPEZ | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MARCELINO QUINONEZ | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL WEIGEL | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| PATRICIA GERENCSER | ||||||||
| SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| PATRICK ARENDT | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| PHILIP BROCKER | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD BELL | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SCOTT WATSON | ||||||||
| DISTRICT PRESIDENT | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SHARON SAMMARTINO | ||||||||
| BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| SHIRLEY SMALLEY | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| STACY COTRONEO | ||||||||
| VICE PRESIDENT | 20.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| STEPHEN ATTWOOD | ||||||||
| PRESIDENT | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| TERESA TERRY DOCK | ||||||||
| DISTRICT PRESIDENT | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MARCUS ANDERSON | ||||||||
| CFO | 40.00 | $152,447 | $0 | $37,549 | Yes (X) | |||
| SHANNON CLANCY | ||||||||
| CEO | 40.00 | $166,620 | $0 | $31,590 | Yes (X) | |||
| STEPHEN ZABILSKI | ||||||||
| CEO (FORMER) | 40.00 | $157,254 | $0 | $36,061 | Yes (X) | |||
| RYAN CORRY | ||||||||
| CHIEF PHILANTHROPY OFFICER | 40.00 | $177,600 | $0 | $44,921 | Yes (X) | |||
| JESSICA BERG | ||||||||
| CHIEF PROGRAM OFFICER | 40.00 | $123,463 | $0 | $12,881 | Yes (X) | |||
| MARY CHOU THOMPSON | ||||||||
| CHIEF MARKETING OFFICER | 40.00 | $125,958 | $0 | $9,900 | Yes (X) | |||
| SCOTT MYERS | ||||||||
| CLINICAL DENTAL DIRECTOR | 40.00 | $180,394 | $0 | $39,843 | Yes (X) | |||
| JASON REED | ||||||||
| CHIEF INNOVATION OFFICER | 40.00 | $156,488 | $0 | $11,431 | Yes (X) | |||
| TODD COOLEY | ||||||||
| MANAGER, CORPORATE DEVELOPMENT | 40.00 | $117,872 | $0 | $13,850 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,358,096 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $238,026 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 15 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ADAPTIVE SENTRY AND CONSULTING | |||||
| 5415 E BECK LN | SCOTTSDALE | AZ | 85254 | SECURITY | $778,910 |
| FABIUS ENTERPRISE LLC | |||||
| 600 W VAN BUREN | PHOENIX | AZ | 85003 | ACCOMMODATION AND FOOD SERVICES | $518,070 |
| VEHR WEBB STUDIOS | |||||
| 5101 E MONTEREY WAY | PHOENIX | AZ | 85018 | ARCHITECT | $434,714 |
| PENSKE TRUCK LEASING CO LP | |||||
| 1945 W HILTON AVE | PHOENIX | AZ | 85009 | TRUCKING | $359,190 |
| DESIGNERS FURNITURE SW LTD | |||||
| 15059 N SCOTTSDALE RD 180 | SCOTTSDALE | AZ | 85254 | DESIGNER | $216,223 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 14 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $65,610 | FederatedCampaignsAmt |
| Government Grants | $11,491,189 | GovernmentGrantsAmt |
| All Other Contributions | $60,448,450 | AllOtherContributionsAmt |
| Noncash Contributions | $16,919,430 | NoncashContributionsAmt |
| Total Contributions | $72,005,249 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CLOTHE | 458000 | $703,048 | $703,048 |
| FEED | 624210 | $592,062 | $592,062 |
| HEAL | 621400 | $290,884 | $290,884 |
| HOUSE | 624221 | $38,926 | $38,926 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,624,920 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,950,980 | TotalRevenueColumnAmt |
| Exclusion | $2,950,980 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $61,090 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $61,090 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $61,090 | TotalRevenueColumnAmt |
| Exclusion | $61,090 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,103,556 | SecuritiesAmt |
| Other | $206,386 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,079,368 | SecuritiesAmt |
| Other | $177,973 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $24,188 | SecuritiesAmt |
| Other | $28,413 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $52,601 | TotalRevenueColumnAmt |
| Exclusion | $52,601 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $6,070,288 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $6,070,288 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 624100 | BusinessCd |
| Total Revenue Column | $85,794 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $25,361 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $60,433 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $85,794 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $76,780,634 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,650,281 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,125,104 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $207,405 | TotalAmt |
| Program Services | $207,405 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $777,376 | TotalAmt |
| Program Services | $585,963 | ProgramServicesAmt |
| Management And General | $94,813 | ManagementAndGeneralAmt |
| Fundraising | $96,600 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,431,433 | TotalAmt |
| Program Services | $13,118,303 | ProgramServicesAmt |
| Management And General | $2,122,881 | ManagementAndGeneralAmt |
| Fundraising | $2,190,249 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $717,579 | TotalAmt |
| Program Services | $545,471 | ProgramServicesAmt |
| Management And General | $88,206 | ManagementAndGeneralAmt |
| Fundraising | $83,902 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,687,726 | TotalAmt |
| Program Services | $2,043,086 | ProgramServicesAmt |
| Management And General | $330,380 | ManagementAndGeneralAmt |
| Fundraising | $314,260 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,332,698 | TotalAmt |
| Program Services | $1,013,056 | ProgramServicesAmt |
| Management And General | $163,818 | ManagementAndGeneralAmt |
| Fundraising | $155,824 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,904 | TotalAmt |
| Management And General | $30,904 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,238 | TotalAmt |
| Management And General | $56,238 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $168,335 | TotalAmt |
| Fundraising | $168,335 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,654 | TotalAmt |
| Management And General | $45,654 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,666,360 | TotalAmt |
| Program Services | $1,884,241 | ProgramServicesAmt |
| Management And General | $45,355 | ManagementAndGeneralAmt |
| Fundraising | $736,764 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,089,363 | TotalAmt |
| Fundraising | $1,089,363 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,182,381 | TotalAmt |
| Program Services | $1,114,629 | ProgramServicesAmt |
| Management And General | $23,785 | ManagementAndGeneralAmt |
| Fundraising | $43,967 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,160,541 | TotalAmt |
| Program Services | $178,781 | ProgramServicesAmt |
| Management And General | $860,050 | ManagementAndGeneralAmt |
| Fundraising | $121,710 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,550,863 | TotalAmt |
| Program Services | $1,502,170 | ProgramServicesAmt |
| Management And General | $30,707 | ManagementAndGeneralAmt |
| Fundraising | $17,986 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $845,674 | TotalAmt |
| Program Services | $837,095 | ProgramServicesAmt |
| Management And General | $4,645 | ManagementAndGeneralAmt |
| Fundraising | $3,934 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,287,189 | TotalAmt |
| Program Services | $1,105,970 | ProgramServicesAmt |
| Management And General | $7,356 | ManagementAndGeneralAmt |
| Fundraising | $173,863 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $284,213 | TotalAmt |
| Program Services | $252,230 | ProgramServicesAmt |
| Management And General | $26,831 | ManagementAndGeneralAmt |
| Fundraising | $5,152 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| IN-KIND EXPENSES | $16,415,124 | $16,403,740 | $2,071 | $9,313 |
| CLIENT COSTS | $9,458,036 | $9,458,036 | ||
| CONFERENCE AND DISTRICT | $9,266,189 | $9,266,189 | ||
| REPAIRS & MAINTENANCE | $1,509,177 | $1,463,525 | $31,599 | $14,053 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,464,855 | TotalAmt |
| Program Services | $648,955 | ProgramServicesAmt |
| Management And General | $53,121 | ManagementAndGeneralAmt |
| Fundraising | $762,779 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,635,313 | TotalAmt |
| Program Services | $61,628,845 | ProgramServicesAmt |
| Management And General | $4,018,414 | ManagementAndGeneralAmt |
| Fundraising | $5,988,054 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,606,192 | BOYAmt |
| EOY | $4,203,824 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,246,744 | BOYAmt |
| EOY | $748,398 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,161,714 | BOYAmt |
| EOY | $13,006,543 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,534,391 | BOYAmt |
| EOY | $362,146 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,580 | BOYAmt |
| EOY | $496,251 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,596,209 | BOYAmt |
| EOY | $1,430,103 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $554,645 | BOYAmt |
| EOY | $470,010 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $43,669,186 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $15,864,860 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,353,173 | BOYAmt |
| EOY | $27,804,326 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,899,751 | BOYAmt |
| EOY | $50,752,664 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,315 | BOYAmt |
| EOY | $617,178 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,037,714 | BOYAmt |
| EOY | $99,891,443 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,701,638 | BOYAmt |
| EOY | $3,416,377 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $119,950 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,845,842 | BOYAmt |
| EOY | $2,200,385 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,667,430 | BOYAmt |
| EOY | $5,616,762 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,451,750 | BOYAmt |
| EOY | $42,664,943 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,918,534 | BOYAmt |
| EOY | $51,609,738 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,370,284 | BOYAmt |
| EOY | $94,274,681 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,037,714 | BOYAmt |
| EOY | $99,891,443 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $5,145,321 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,330,558 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$24,219 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $452,737 | 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $45,041,590 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $52,749,496 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $62,669,444 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $59,707,291 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $72,005,249 | CurrentTaxYearAmt |
| Total | $292,173,070 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $45,041,590 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $52,749,496 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $62,669,444 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $59,707,291 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $72,005,249 | CurrentTaxYearAmt |
| Total | $292,173,070 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $292,173,070 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,215,933 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,427,323 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $612,794 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,571,100 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,012,070 | CurrentTaxYearAmt |
| Total | $7,839,220 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $103,132 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $372,469 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,166,958 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $85,794 | CurrentTaxYearAmt |
| Total | $1,728,353 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $301,740,643 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $37,798,067 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.96830 | PublicSupportCY170Pct |
| Public Support PY170 | 0.97250 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | OTHER INCOME - 2018 AMOUNT: $ 0. 2019 AMOUNT: $ 103,132. 2020 AMOUNT: $ 372,469. 2021 AMOUNT: $ 1,166,958. 2022 AMOUNT: $ 85,794. |
| SCHEDULE A, PART II, LINE 10 | SALES OF VARIOUS ITEMS AND REIMBURSEMENTS FROM OTHER ORGANIZATIONS |
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 | $29,982,005 | BeginningYearBalanceAmt |
| Contributions | $2,516,079 | ContributionsAmt |
| Investment Earnings Or Losses | $5,769,967 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $681,730 | OtherExpendituresAmt |
| End Year Balance | $37,586,321 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,015,659 | BeginningYearBalanceAmt |
| Contributions | $8,267,250 | ContributionsAmt |
| Investment Earnings Or Losses | -$5,300,904 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $29,982,005 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,550,886 | BeginningYearBalanceAmt |
| Contributions | $6,998,750 | ContributionsAmt |
| Investment Earnings Or Losses | $5,466,023 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $27,015,659 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,763,378 | BeginningYearBalanceAmt |
| Contributions | $335,172 | ContributionsAmt |
| Investment Earnings Or Losses | -$266,552 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $281,112 | OtherExpendituresAmt |
| End Year Balance | $14,550,886 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,309,980 | BeginningYearBalanceAmt |
| Contributions | $2,483,847 | ContributionsAmt |
| Investment Earnings Or Losses | -$551,007 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $479,442 | OtherExpendituresAmt |
| End Year Balance | $14,763,378 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.26493 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.73507 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,773,601 | OtherCostOrOtherBasisAmt |
| Book Value | $6,773,601 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $20,555,981 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,919,234 | DepreciationAmt |
| Book Value | $11,636,747 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $296,016 | OtherCostOrOtherBasisAmt |
| Depreciation | $144,424 | DepreciationAmt |
| Book Value | $151,592 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,994,404 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,452,527 | DepreciationAmt |
| Book Value | $2,541,877 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,049,184 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,348,675 | DepreciationAmt |
| Book Value | $6,700,509 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $27,804,326 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CHARITABLE GIFT ANNUITIES | $1,658,833 |
| RIGHT OF USE LIABILITIES | $541,552 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,200,385 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $73,917,963 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,330,558 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $2,190,071 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $452,737 | OtherRevenueAmt |
| Revenue Not Reported | $5,973,366 | RevenueNotReportedAmt |
| Revenue Subtotal | $67,944,597 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $45,654 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $8,790,383 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $8,836,037 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $76,780,634 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $64,470,776 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $2,190,071 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $2,190,071 | ExpensesNotReportedAmt |
| Expenses Subtotal | $62,280,705 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $45,654 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $9,308,954 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $9,354,608 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $71,635,313 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | ENDOWMENT EARNINGS ARE USED TO SUPPORT PROGRAM OPERATIONS. |
| PART X, LINE 2: | THE COUNCIL IS A NONPROFIT CHARITABLE ORGANIZATION AND QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, ACCORDINGLY, NO PROVISION FOR FEDERAL OR STATE CORPORATE INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE COUNCIL QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170 OF THE INTERNAL REVENUE CODE AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A). INCOME DETERMINED TO BE UNRELATED BUSINESS TAXABLE INCOME WOULD BE TAXABLE. OZ II, LLC IS A DISREGARDED ENTITY FOR TAX PURPOSES. THE COUNCIL EVALUATES ITS UNCERTAIN TAX POSITIONS, IF ANY, ON A CONTINUAL BASIS THROUGH REVIEW OF ITS POLICIES AND PROCEDURES, REVIEW OF ITS REGULAR TAX FILING, AND DISCUSSIONS WITH OUTSIDE EXPERTS. AT SEPTEMBER 30, 2023 AND 2022, MANAGEMENT BELIEVES THE COUNCIL DID NOT HAVE ANY UNCERTAIN TAX POSITIONS. THE COUNCIL'S FEDERAL RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) FOR 2020, 2021 AND 2022 ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF BENEFICIAL INTEREST 452,737. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | CONFERENCE REVENUE NOT INCLUDED IN AUDITED FINANCIAL STATEMENTS 8,761,970. GAIN/LOSS ON SALE OF PROPERTY & EQUIPMENT 28,413. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | CONFERENCE EXPENSE NOT INCLUDED IN AUDITED FINANCIAL STATEMENTS 9,308,954. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | NORTH AMERICA | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | PROGRAM SERVICES | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $39,692 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $39,692 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $39,692 | 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 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III ACCOUNTING METHOD: | FormAndLineReferenceDesc |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN PHILANTHROPIC LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 119 N HIGH ST | AddressLine1Txt |
| City | WEST CHESTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19380 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | CONSULTING & DIRECT RESPONSES SERVICES | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $168,335 | RetainedByContractorAmt |
| Net To Organization | -$168,335 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $168,335 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$168,335 | TotalNetToOrganizationAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIP ASSISTANCE | GrantTypeTxt |
| Recipient | 52 | RecipientCnt |
| Cash Grant | $207,405 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART 1, LINE 2 | FormAndLineReferenceDesc |
| Explanation | THE SOCIETY PROVIDES COLLEGE SCHOLARSHIPS FOR MEMBERS OF FAMILIES THAT WILL BE THE FIRST TO ATTEND COLLEGE THAT ARE IN NEED OF FINANCIAL ASSISTANCE. EACH STUDENT IS ASSIGNED A MENTOR TO ADVISE AND MONITOR THE PROGRESS OF THE STUDENT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RYAN CORRY | ||||||||||||||
| CHIEF PHILANTHROPY OFFICER | $177,175 | $0 | $425 | $0 | $0 | $0 | $6,475 | $0 | $38,446 | $0 | $222,521 | $0 | $0 | $0 |
| SCOTT MYERS | ||||||||||||||
| CLINICAL DENTAL DIRECTOR | $179,969 | $0 | $425 | $0 | $0 | $0 | $4,140 | $0 | $35,703 | $0 | $220,237 | $0 | $0 | $0 |
| SHANNON CLANCY | ||||||||||||||
| CEO | $166,620 | $0 | $0 | $0 | $0 | $0 | $8,501 | $0 | $23,089 | $0 | $198,210 | $0 | $0 | $0 |
| STEPHEN ZABILSKI | ||||||||||||||
| CEO (FORMER) | $157,254 | $0 | $0 | $0 | $0 | $0 | $8,177 | $0 | $27,884 | $0 | $193,315 | $0 | $0 | $0 |
| MARCUS ANDERSON | ||||||||||||||
| CFO | $152,447 | $0 | $0 | $0 | $0 | $0 | $8,001 | $0 | $29,548 | $0 | $189,996 | $0 | $0 | $0 |
| JASON REED | ||||||||||||||
| CHIEF INNOVATION OFFICER | $155,813 | $0 | $675 | $0 | $0 | $0 | $7,374 | $0 | $4,057 | $0 | $167,919 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $4,614,483 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | THRIFT STORE VALUE | MethodOfDeterminingRevenuesTxt |
Cars And Other Vehicles CarsAndOtherVehiclesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 100 | ContributionCnt |
| Noncash Contributions Rpt F990 | $74,495 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | PUBLIC AUCTION | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 34 | ContributionCnt |
| Noncash Contributions Rpt F990 | $571,848 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 11139 | ContributionCnt |
| Noncash Contributions Rpt F990 | $10,958,314 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET BASKET | MethodOfDeterminingRevenuesTxt |
Drugs And Medical Supplies DrugsAndMedicalSuppliesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 714 | ContributionCnt |
| Noncash Contributions Rpt F990 | $700,290 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | DONATED VEHICLES ARE SOLD AT PUBLIC AUCTION. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | LAUREN GAMMILL, CFO AND PATRICK ARENDT, BOARD MEMBER, HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION A, LINE 6 | MEMBERSHIP IS APPROXIMATELY 3000. |
| FORM 990, PART VI, SECTION A, LINE 7A | CONFERENCES HAVE MEMBERS WHO ELECT THEIR CONFERENCE AND DISTRICT PRESIDENTS. DISTRICT PRESIDENTS ARE MEMBERS OF THE BOARD OF DIRECTORS. CONFERENCES VOTE TO ELECT THE COUNCIL PRESIDENT. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE GENERAL MEMBERSHIP APPROVES THE ANNUAL BUDGET AND OTHER ACTIONS AS REQUIRED BY THE BYLAWS. |
| FORM 990, PART VI, SECTION B, LINE 11B | DRAFT COPY OF THE FORM 990 IS PROVIDED TO ALL BOARD MEMBERS FOR REVIEW AND COMMENT PRIOR TO SUBMISSION. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL BOARD MEMBERS AND KEY EMPLOYEES ARE PROVIDED THE CONFLICT OF INTEREST POLICY AND REQUIRED TO COMPLETE AN ANNUAL QUESTIONNAIRE. ANY CONFLICTS ARE REVIEWED AND REPORTED TO THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION IS APPROVED BY THE BOARD FOR THE CEO BASED ON NONPROFIT COMPARISONS. |
| FORM 990, PART VI, SECTION C, LINE 19 | ORGANIZATIONAL DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC ON THE WEBSITE, PAPER COPIES UPON REQUEST, AND OTHER WEBSITES SUCH AS GUIDESTAR. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF BENEFICIAL INTEREST 452,737. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OZ II LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 13600 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 850023600 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | REAL ESTATE | PrimaryActivitiesTxt |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $4,244,153 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIOCESAN COUNCIL FOR THE SOCIETY OF ST VINCENT DE PAUL DIOCESE PHOENIX | BusinessNameLine1Txt |
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