VIRGINIA B JONTES FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- VIRGINIA B JONTES FOUNDATION (EIN 81-5189833)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-12-11
- IRS object ID
- 202413469349101206
- Schema version
- 2023v5.1
- 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-PF
- Schedule B
- Accounting Fees Schedule
- Amortization Schedule
- Depreciation Schedule
- Expln Of Non Filing With AG Stmt
- Land Etc Schedule2
- Legal Fees Schedule
- Mortgages And Notes Payable Sch
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Reasonable Cause Explanation
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-12-11T10:59:26-00:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 822851604 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SECHLER MORGAN CPAS PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2418 W BARROW DRIVE | AddressLine1Txt |
| City | CHANDLER | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85224 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 815189833 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Virginia B and David R Jontes Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VIRG | BusinessNameControlTxt |
| Phone | 6022414640 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 N 40th Street | AddressLine1Txt |
| City | Phoenix | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85008 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Heather Iorillo | PersonNm |
| Person Title | Vice President | PersonTitleTxt |
| Phone | 6022414640 | PhoneNum |
| Signature | 2024-12-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRISTINA MORGAN CPA | PreparerPersonNm |
| PTIN | P01370742 | PTIN |
| Phone | 6022302700 | PhoneNum |
| Preparation | 2024-11-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Change | Yes (X) | NameChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $26,892,415 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $694,390 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $404,185 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $404,185 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $404,185 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,402,715 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,402,715 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,402,715 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,519,935 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $1,519,935 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $5,021,225 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,806,900 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,924,120 | TotalAdjNetIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $2,351,449 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $620 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $2,351,449 | OthEmplSlrsWgsAdjNetIncmAmt |
| Pension Empl Bnft Rev And Expnss | $110,466 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $46 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $110,466 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $64,983 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,463 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $64,983 | LegalFeesAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $31,380 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $12,552 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $31,380 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $475,152 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,670 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $475,152 | OtherProfFeesAdjNetIncmAmt |
| Interest Rev And Expnss | $101,498 | InterestRevAndExpnssAmt |
| Interest Adj Net Incm | $101,498 | InterestAdjNetIncmAmt |
| Taxes Rev And Expnss | $209,264 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $47 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $191,076 | TaxesAdjNetIncmAmt |
| Deprec And Dpltn Rev And Expnss | $541,185 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Adj Net Incm | $541,185 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $435,796 | OccupancyRevAndExpnssAmt |
| Occupancy Adj Net Incm | $435,796 | OccupancyAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $5,186 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Adj Net Incm | $5,186 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Rev And Expnss | $1,340 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Adj Net Incm | $1,340 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $851,931 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Adj Net Incm | -$2,551,794 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,374,033 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,179,630 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,398 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $1,757,717 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,374,033 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $12,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $12,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,191,630 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,398 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $1,757,717 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,386,033 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$170,405 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,789,502 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $166,403 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $673,882 | CashBOYAmt |
| Cash EOY | $1,256,924 | CashEOYAmt |
| Cash EOYFMV | $1,256,924 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $713,896 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,055,625 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,055,625 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $119,760 | AcctRcvblAmt |
| Acct Rcvbl Allwnc Dbtfl Acct | $35,000 | AcctRcvblAllwncDbtflAcctAmt |
| Acct Rcvbl BOY | $607,943 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $84,760 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $84,760 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $29,588 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $105,026 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $105,026 | PrepaidExpensesEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $20,380,118 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,849,951 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $19,059,461 | LandBOYAmt |
| Land EOY | $18,530,166 | LandEOYAmt |
| Land EOYFMV | $18,530,166 | LandEOYFMVAmt |
| Other Assets BOY | $7,227,214 | OtherAssetsBOYAmt |
| Other Assets EOY | $5,859,914 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,859,914 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $28,311,984 | TotalAssetsBOYAmt |
| Total Assets EOY | $26,892,415 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $26,892,415 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $69,645 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $114,843 | AccountsPayableEOYAmt |
| Deferred Revenue BOY | $1,199,997 | DeferredRevenueBOYAmt |
| Mortgages And Notes Payable BOY | $2,224,126 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $2,172,045 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $3,493,768 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,286,888 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $24,818,216 | RetainedEarningBOYAmt |
| Retained Earning EOY | $24,605,527 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $24,818,216 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $24,605,527 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $28,311,984 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $26,892,415 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $24,818,216 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$170,405 | ExcessRevenueOverExpensesAmt |
| Other Increases | $266,142 | OtherIncreasesAmt |
| Subtotal | $24,913,953 | SubtotalAmt |
| Other Decreases | $308,426 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $24,605,527 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| Cat Condos | P | 2020-01-01 | 2023-01-13 | $4,500 | $4,500 | $4,500 |
| Form 6252-Barry-Wehmiller Group | D | 1999-02-01 | 2023-12-31 | $1,200,002 | $1,200,002 | $1,200,002 |
| Form 6252-Barry-Wehmiller Group | D | 2021-01-31 | 2023-02-28 | $1,198,213 | $1,198,213 | $1,198,213 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,402,715 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $38,774 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $38,774 | SubtotalAmt |
| Tax Based On Investment Income | $38,774 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $60,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $60,000 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $60,000 | OriginalReturnTaxPaidAmt |
| Overpayment | $21,226 | OverpaymentAmt |
| Applied To ES Tax | $21,226 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AZ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | HeidisVillage.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Organization | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6022414640 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 N 40th Street | AddressLine1Txt |
| City | Phoenix | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85008 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | Yes (true) | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Virginia Jontes | ||||||
| 600 N 40th Street | Phoenix | AZ | 85008 | President | 010.00 | $0 |
| David Jontes | ||||||
| 600 N 40th Street | Phoenix | AZ | 85008 | Secretary Treasurer | 005.00 | $0 |
| Brian Miller | ||||||
| 600 N 40th Street | Phoenix | AZ | 85008 | Director | 001.00 | $0 |
| Julie Hammer | ||||||
| 600 N 40th Street | Phoenix | AZ | 85008 | Director | 001.00 | $0 |
| Gary Bowyer | ||||||
| 600 N 40th Street | Phoenix | AZ | 85008 | Director | 001.00 | $0 |
| Heather Iorillo | ||||||
| 600 N 40th Street | Phoenix | AZ | 85008 | Vice President | 040.00 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| Christina Grant | ||||||||
| 600 N 40th Street | Phoenix | AZ | 85008 | Lead Veterinarian | 040.00 | $141,704 | $4,138 | |
| Marissa Steinberg | ||||||||
| 600 N 40th Street | Phoenix | AZ | 85008 | Lead Veterinarian | 040.00 | $165,489 | $286 | $511 |
| Edwina Best | ||||||||
| 600 N 40th Street | Phoenix | AZ | 85008 | HR Manager | 040.00 | $61,970 | $4,578 | |
| Roberta McKee | ||||||||
| 600 N 40th Street | Phoenix | AZ | 85008 | Acccounting Manager | 040.00 | $59,550 | $3,077 | |
| Mike Fleming | ||||||||
| 600 N 40th Street | Phoenix | AZ | 85008 | Facilities Manager | 040.00 | $59,107 | $460 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 7 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| IDEXXcom | |||||
| 46700 Lakeview Blvd | Fremont | CA | 94538 | Veterinarian Laboratory Services | $179,416 |
| Accelerated LLC | |||||
| 20860 N Tatum Blvd Ste 300 | Phoenix | AZ | 85050 | Vice Presidential services | $167,000 |
| Dependable Maintenance LLC | |||||
| 1417 Cascara Ct | Ferndale | WA | 98248 | Janitorial services | $111,405 |
| Arizona Protection Agency Inc | |||||
| 8436 E Shea Blvd Ste 100 | Scottsdale | AZ | 85260 | Security services | $72,766 |
| Snell Wilmer LLP | |||||
| One E Washington St Ste 2700 | Phoenix | AZ | 85004 | Legal services | $53,545 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 3 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | The Organization helps abandoned, stray, homeless, or lost pets by providing shelter, food, and veterinary care. The Organization exists to foster a community where animals are treated with respect, dignity, and compassion. The clinic was fully operational in March 2020. | Description1Txt |
| Expenses1 | $3,386,033 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | None | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,064,115 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,083,633 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $44,197 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,191,945 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $8,191,945 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $122,879 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,069,066 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $403,453 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,386,033 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $3,386,033 | QualifyingDistributionsAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Undistributed Income | UndistributedIncomeGrp |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2017-02-02 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $166,403 | CurrentYearAmt |
| Year1 | $83,067 | Year1Amt |
| Year2 | $25,193 | Year2Amt |
| Year3 | $122,725 | Year3Amt |
| Total | $397,388 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $141,443 | CurrentYearAmt |
| Year1 | $70,607 | Year1Amt |
| Year2 | $21,414 | Year2Amt |
| Year3 | $104,316 | Year3Amt |
| Total | $337,780 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,386,033 | CurrentYearAmt |
| Year1 | $3,329,378 | Year1Amt |
| Year2 | $3,898,320 | Year2Amt |
| Year3 | $8,391,333 | Year3Amt |
| Total | $19,005,064 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,386,033 | CurrentYearAmt |
| Year1 | $3,329,378 | Year1Amt |
| Year2 | $3,898,320 | Year2Amt |
| Year3 | $8,391,333 | Year3Amt |
| Total | $19,005,064 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $268,969 | CurrentYearAmt |
| Year1 | $285,663 | Year1Amt |
| Year2 | $359,451 | Year2Amt |
| Year3 | $297,445 | Year3Amt |
| Total | $1,211,528 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Virginia B Jontes | ContributingManagerNm |
| Shareholder Manager | None | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Boxer Luv Rescue | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 47777 | AddressLine1Txt |
| City | Phoenix | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 850687777 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | None | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | Animal rescue operation | GrantOrContributionPurposeTxt |
| Amt | $12,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $12,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Animal Rescue Clinic Adoption Center | Desc |
| Related Or Exempt Function Incm | $1,517,064 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $404,185 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,402,715 | ExclusionAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $2,871 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,809,771 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,517,064 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,326,835 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1a | LineNumberTxt |
| Relationship Statement | The services were grooming, veterinarian services, adoptions, and general animal activities related to our purpose. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| National Philanthropic Trust | |||||||
| 1 | 165 Township Line Rd Ste 1200 | Jenkintown | PA | 19046 | $600,000 | Yes (X) | |
| Trevor Milton | |||||||
| 2 | PO BOX 1288 | Centreville | UT | 84014 | $15,000 | Yes (X) | |
| Patricia Rose | |||||||
| 3 | 48 Biltmore Estates | Phoenix | AZ | 85016 | $10,000 | Yes (X) | |
| Jeff Tricia Swearinggen | |||||||
| 4 | 1404 Lavaca St 900 | Austin | TX | 78701 | $5,000 | Yes (X) | |
| Laser Surgery Center | |||||||
| 5 | 2000 E Southern Ave | Tempe | AZ | 85282 | $5,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 5 | ContributorNum |
| Noncash Property | Disposal Medical Gowns | NoncashPropertyDesc |
| Fair Market Value | $5,000 | FairMarketValueAmt |
| Received | 2023-10-31 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $31,380 | Amt |
| Net Investment Income | $12,552 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $31,380 | AdjustedNetIncomeAmt |
Amortization Schedule AmortizationSchedule
Amortization Schedule Detail AmortizationScheduleDetail (2 entries)
| Amortized ExpensesAmortizedExpensesDesc | Acquired Completed Or ExpendedAcquiredCompletedOrExpendedDt | AmortizedAmortizedAmt | Deduction For Prior YearsDeductionForPriorYearsAmt | Amortization PeriodAmortizationPeriodRt | Total AmortizationTotalAmortizationAmt |
|---|---|---|---|---|---|
| LOC Origination Cost | 2020-01-27 | $2,646 | $2,646 | 0000000005.000000000000 | $2,646 |
| Web Design | 2020-05-31 | $6,154 | $6,154 | 0000000005.000000000000 | $6,154 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (6 entries)
| PropertyPropertyDesc | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|
| Computers | $46,522 | $25,005 | SL | 0000000005.000000000000 | $8,702 | $8,702 |
| Vet Equipment | $207,882 | $106,564 | SL | 0000000005.000000000000 | $37,976 | $37,976 |
| Buildings Improvement | $16,569,894 | $1,060,947 | SL | 0000000039.000000000000 | $429,014 | $429,014 |
| Furniture Fixtures | $263,363 | $88,424 | SL | 0000000007.000000000000 | $37,623 | $37,623 |
| Kennels | $142,396 | $12,799 | SL | 0000000007.000000000000 | $21,192 | $21,192 |
| Vehicles | $33,390 | $15,026 | SL | 0000000005.000000000000 | $6,678 | $6,678 |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | Arizona has no filing requirement for the 990PF and therefore the form is not provided to them. | ExplanationTxt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt | Accumulated DepreciationAccumulatedDepreciationAmt |
|---|---|---|---|---|
| Land | $3,104,780 | $3,104,780 | $3,104,780 | |
| Computer Equipment | $46,522 | $12,814 | $12,814 | $33,708 |
| Vet Equipment | $207,882 | $63,340 | $63,340 | $144,541 |
| Furniture Equipment | $263,363 | $137,316 | $137,316 | $126,047 |
| Building Improvements | $16,569,894 | $15,079,933 | $15,079,933 | $1,489,961 |
| Vehicle | $33,390 | $11,686 | $11,686 | $21,704 |
| Kennels | $154,287 | $120,297 | $120,297 | $33,990 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $64,983 | LegalFeesAmt |
| Net Investment Income | $2,463 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $64,983 | AdjustedNetIncomeAmt |
Mortgages And Notes Payable Sch MortgagesAndNotesPayableSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mortgage | $5,400,000 | MortgageAmt |
Note Payable NotePayableGrp (2 entries)
| Insider RelationshipInsiderRelationshipTxt | Loan OriginalLoanOriginalAmt | Balance DueBalanceDueAmt | NoteNoteDt | Repayment TermsRepaymentTermsTxt | InterestInterestRt | Security Provided BorrowerSecurityProvidedBorrowerTxt | Loan PurposeLoanPurposeTxt | Lender ConsiderationLenderConsiderationDesc |
|---|---|---|---|---|---|---|---|---|
| Republic Bank of Arizona | ||||||||
| None | $5,000,000 | $1,772,045 | 2020-01 | Monthly payments ongoing | 0000000000.050000000000 | Building | LOC for Program Operations | Line of Credit |
| Advance from Founder | ||||||||
| Founder | $400,000 | $400,000 | 2023-03 | Immediately available funds | None | Operational shortages | Advance up to 2M | |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Net Intangible Assets | $27,217 | $15,211 | $15,211 |
| Stock Investment | $1,199,997 | $1,044,662 | $1,044,662 |
| Stock Sale Receivable | $6,000,000 | $4,800,041 | $4,800,041 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Book-Tax Difference on Gain from Donated Investments | Desc |
| Amt | $308,426 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Insurance | $24,293 | $24,293 | |
| IT Expenses | $34,242 | $34,242 | |
| General Office Expenses | $81,888 | $81,888 | |
| Advertising Marketing | $36,092 | $36,092 | |
| Heidis Village Clinic Expenses | $600,997 | $600,997 | |
| Conference Meetings Expense | $11,163 | $11,163 | |
| Amortization | $12,006 | $12,006 | |
| Bad Debt Expense | $25,000 | $25,000 | |
| Settlement Expense | $26,250 | $26,250 | |
| Excess Program Exp Over Program Inc related to Charitable Activities | -$3,403,725 | $3,403,725 | |
| Cash Adjustment for Disbursements for Charitable Purposes | -$29,692 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| Boarding Revenue | $640,577 | $640,577 |
| Veterinary Revenue | $816,591 | $816,591 |
| Adoption Revenue | $58,439 | $58,439 |
| Other Services/Fees | $1,457 | $1,457 |
| Net Special Event Revenue | $2,871 | $2,871 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Unrealized Gains on Investments | $154,921 |
| Prior Period Adjustment - Operating Receivable adjustments | $111,221 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Contract Labor | $343,610 | $1,670 | $343,610 |
| Recruiting Costs | $64,662 | $64,662 | |
| Payroll Proccessing/Admin Fees | $15,875 | $15,875 | |
| Technology Services | $51,005 | $51,005 |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | Please accept this statement as reasonable cause for the delay in filing. The board is a fully volunteer board and there was no intention to be late the time it would take to prepare books for the tax preparation deadline was just not fully appreciated. The organization works exclusively with other nonprofit animal rescue groups as its operational activities and manages a great number of volunteers and houses dozens of animals that must be cared for round the clock including our neonate kitten nursery. The welfare of our furry friends must take priority as it can be life-and-death at times for them this puts the finance side of things at a lower priority. That said, we understand the importance of meeting our obligations and as such, key dates, and a schedule for meeting them, have been provided to everyone involved so that the importance of the bookkeeping/tax deadlines is understood going forward. | ExplanationTxt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Payroll Taxes | $191,076 | $47 | $191,076 |
| Excise Taxes | $18,188 |