2023-01-12T00:00:00-06:00 2022-06-30 860558065 HEINFELD MEECH & CO PC 10120 NORTH ORACLE ROAD TUCSON AZ 85704 990 2021-07-01 860733182 THE PRIMAVERA FOUNDATION INC PRIM 5208825383 151 W 40TH STREET TUCSON AZ 85713 SAMUEL SWIFT PRESIDENT 5208825383 2023-01-09 1 SAMUEL SWIFT 999009999 JIM REBENAR CPA P01783358 5207422611 3 AAL1 IAL1 2021 2023-03-07 01:45:13Z PEGGY HUTCHISON 151 W 40TH STREET TUCSON AZ 85713 11992855 0 X WWW.PRIMAVERA.ORG X 1983 AZ PRIMAVERA FOUNDATION'S DIVERSE PROGRAMS, STRATEGIES, AND ADVOCACY PROVIDE EQUITY OF OPPORTUNITY TO THE MOST UNDERSERVED AND MARGINALIZED MEMBERS IN THE COMMUNITIES OF SOUTHERN ARIZONA. THIS INCLUDES PEOPLE FACING THE GREATEST BARRIERS TO SAFETY AND STABILITY, INCLUDING THOSE EXPERIENCING/AT RISK OF HOMELESSNESS, HOUSEHOLDS SEEKING STABLE, AFFORDABLE HOUSING, PEOPLE SEEKING ECONOMIC SELF-SUFFICIENCY, ADULTS WITH BARRIERS TO EMPLOYMENT, AND NEIGHBORHOODS THAT HAVE EXPERIENCED DISINVESTMENT AND A GAP IN EQUITABLE DEVELOPMENT. PRIMAVERA'S WORK IS HOLISTIC, TOUCHING THE INTERSECTION OF PEOPLE, PLACE, AND COMMUNITY. 13 13 194 3030 0 0 11609206 10701284 1028962 1180062 -10844 73713 20588 14087 12647912 11969146 5364824 2756648 0 0 4472394 4345013 0 0 381211 1803497 2396051 11640715 9497712 1007197 2471434 16781565 17866419 3281092 2218071 13500473 15648348 X THE PRIMAVERA FOUNDATION PROVIDES PATHWAYS OUT OF POVERTY THROUGH SAFE, AFFORDABLE HOUSING, WORKFORCE DEVELOPMENT AND NEIGHBORHOOD REVITALIZATION. 0 0 5142754 2677049 0 SEE SCHEDULE OEMERGENCY SERVICES EMERGENCY SERVICES PROGRAMS ARE OFTEN THE FIRST CONTACT A PERSON HAS WITH THE CONTINUUM OF SERVICES OFFERED BY PRIMAVERA. THERE ARE SIX EMERGENCY SERVICES PROGRAMS.HOMELESSNESS INTERVENTION AND PREVENTION (HIP) THE HOMELESSNESS INTERVENTION AND PREVENTION (HIP) PROGRAM PROVIDES A VARIETY OF SERVICES TO COMMUNITY MEMBERS EXPERIENCING HOMELESSNESS/THOSE UNSTABLY HOUSED. HIP SERVES AS A COMMUNITY ACCESS POINT FOR THE CONTINUUM OF CARE COORDINATED ENTRY SYSTEM TO SECURE HOUSING IN PIMA COUNTY. HIP ALSO PROVIDES BASIC HYGIENE SUPPLIES, US MAIL SERVICE, COMPUTER ACCESS, ASSISTANCE SECURING BIRTH CERTIFICATES AND IDS, EMERGENCY RENTAL AND UTILITY ASSISTANCE, ACCESS TO COVID-19 VACCINES (FROM LOCAL HOSPITALS AND EL RIO), HEALTH CARE THROUGH EL RIO CLINIC AND HOPE INC., AND ANIMAL CARE THROUGH PIMA COUNTY ANIMAL CARE CENTER (ON-SITE). DURING 2021-2022:3,417 INDIVIDUALS RECEIVED HEALTH AND SAFETY ASSISTANCE INCLUDING HYGIENE KITS, ACCESS TO HEALTH CARE AND ANIMAL CARE.519 INDIVIDUALS RECEIVED ASSISTANCE WITH OBTAINING BIRTH CERTIFICATES AND IDENTIFICATION CARDS REMOVING LACK OF DOCUMENTATION AS A BARRIER TO ACCESSING HOUSING AND EMPLOYMENT. 3,000 + INDIVIDUALS RECEIVED THEIR US MAIL, INCLUDING SOCIAL SECURITY CHECKS AND OTHER CRITICAL DOCUMENTS.472 PEOPLE RECEIVED HOUSING ASSESSMENTS FOR SECURING HOUSING923 HOUSEHOLDS RECEIVED RENT/UTILITY ASSISTANCE THEREBY AVOIDING EVICTION.RAPID RE-HOUSING - THE RAPID REHOUSING PROGRAM PROVIDES RENT AND UTILITY ASSISTANCE AND SUPPORT SERVICES TO HOUSEHOLDS EXPERIENCING HOMELESSNESS AND PREVENTION SERVICES TO HOUSEHOLDS AT RISK OF IMMINENT HOMELESSNESS.174 HOUSEHOLDS RECEIVED RAPID RE-HOUSING SERVICES THROUGH FIVE PROGRAMS. 64%-100% OF HOUSEHOLDS LEFT THE PROGRAM WITH SUSTAINABLE HOUSING.EMERGENCY MEN'S SHELTER - PROVIDES SHELTER AND SUPPORTIVE SERVICES FOR UP TO 90 DAYS FOR MEN EXPERIENCING HOMELESSNESS. THOSE ABLE TO WORK ENROLL IN PRIMAVERA WORKS FOR JOB READINESS AND TEMPORARY EMPLOYMENT. COVID-19 TESTING AND VACCINES WERE OFFERED TO PROGRAM PARTICIPANTS AND NEIGHBORHOOD RESIDENTS.457 MEN RESIDED IN THE MEN'S SHELTER. 50% OF THE MEN LEFT THE SHELTER WITH INCOME. 30% LEFT THE SHELTER WITH A POSITIVE EXIT DESTINATION.FAMILY PATHWAYS PROVIDES EMERGENCY SHELTER AND SUPPORT SERVICES FOR FAMILIES OF ANY CONFIGURATION IN RENTAL UNITS WITHIN THE COMMUNITY. AS FAMILIES PROGRESS WITH THEIR GOALS, THEY RECEIVE ASSISTANCE TO TRANSITION THROUGH ENROLLMENT INTO ANOTHER HOUSING PROGRAM OR BY REMAINING IN THE RENTAL UNIT WITH THEIR OWN INCOME AFTER THE LEASE TRANSFERS INTO THEIR NAME.28 HOUSEHOLDS RECEIVED EMERGENCY SHELTER WITH 68% LEAVING THE PROGRAM WITH INCOME AND 100% WITH A POSITIVE EXIT DESTINATION.CASA PALOMA - CASA PALOMA IS A DROP-IN, SHELTER, AND TRANSITIONAL HOUSING (NINE BEDROOMS) PROGRAM SERVING UNACCOMPANIED WOMEN EXPERIENCING HOMELESSNESS. SUPPORTIVE SERVICES INCLUDE MEALS, COORDINATION OF MEDICAL AND BEHAVIORAL HEALTH CARE, JOB READINESS, AND OTHER SERVICES DESIGNED TO ATTAIN STABLE AFFORDABLE HOUSING AND EMPLOYMENT. COVID-19 TESTING AND VACCINES WERE OFFERED TO PROGRAM PARTICIPANTS AND NEIGHBORHOOD RESIDENTS.158 WOMEN UTILIZED THE DROP-IN PROGRAM 37 WOMEN UTILIZED THE SHELTER PROGRAM WITH 70% LEAVING WITH INCOME AND 57% WITH A POSITIVE/TRANSITIONAL DESTINATION EXIT10 WOMEN UTILIZED THE TRANSITIONAL HOUSING PROGRAM WITH 100% LEAVING WITH INCOME AND 55% WITH A POSITIVE DESTINATION EXIT.PROJECT ACTION FOR VETERANS (PAV) - ASSISTS VETERANS AND THEIR FAMILIES WITH HOMELESSNESS PREVENTION, RAPID REHOUSING, AND WRAP AROUND SERVICES TO SUPPORT THEM AS THEY BECOME STABLE AND SELF-SUFFICIENT. PAV MAY REFER PARTICIPANTS TO PRIMAVERA WORKS TO ASSIST VETERANS WITH JOB READINESS AND EMPLOYMENT SERVICES. PAV SERVES VETERANS AND THEIR FAMILIES IN THE PIMA, GRAHAM, GREENLEE, SANTA CRUZ AND COCHISE COUNTIES.403 HOUSEHOLDS PARTICIPATED IN THE PROGRAMS WITH 58%-67% EXITING THE PROGRAM WITH SUSTAINABLE HOUSING. 1562494 1739 786999 SEE SCHEDULE OPROPERTY AND ASSET MANAGEMENT PRIMAVERA OWNS OR OPERATES TWENTY-TWO PROPERTIES WHICH INCLUDES OFFICE BUILDINGS, A VACANT LOT FOR FUTURE EXPANSION, A SHELTER WITH 100 BEDS, A COMMUNITY CENTER, TRAINING CENTER, AND RESOURCE CENTER, A SUPPORTIVE RESIDENTIAL HOUSING COMMUNITY WHICH IS A COMBINATION DROP-IN PROGRAM AND TRANSITIONAL HOUSING, AND MULTIFAMILY PERMANENT RENTAL PROPERTIES WITH 150 UNITS. PRIMAVERA ALSO LEASES SEVERAL OFFICES. VALUED AT APPROXIMATELY $10,951,248, ALL BUT THE LEASED OFFICES AND ONE PROPERTY ARE 100% OWNED WITHOUT ANY DEBT SERVICE. PRIMAVERA'S SEVENTEEN OWNED PROPERTIES INCLUDE THREE OFFICE BUILDINGS, A RESOURCE CENTER, A TRAINING CENTER, A COMMUNITY CENTER, TWO SHELTERS WITH 108 BEDS AND 9 UNITS, AND TWELVE MULTIFAMILY RENTAL PROPERTIES WITH 150 UNITS VALUED AT A LITTLE OVER $10.8 MILLION. THE MAJORITY OF RESIDENTS LIVING IN THE RENTAL HOUSING COMMUNITIES FALL INTO THE 50%-80% OF THE AREA MEDIAN INCOME BRACKET. DURING THE FISCAL YEAR, 256 INDIVIDUALS RESIDED IN THE RENTAL COMMUNITIES. PRIMAVERA OFFERED FIFTEEN WORKSHOPS FOCUSED ON NUTRITION, HEALTH AND WELLBEING, MEDITATION AND RELAXATION, AND, MENTAL AND PHYSICAL HEALTH TO RENTAL HOUSING RESIDENTS. THE PROPERTY AND ASSET MANAGEMENT TEAM IS RESPONSIBLE FOR THE MANAGEMENT AND MAINTENANCE OF ALL RENTAL, OFFICE, AND TRAINING, COMMUNITY, AND RESOURCE CENTER PROPERTIES. PRIMAVERA'S GOALS FOR DEVELOPING AND MANAGING ALL PROPERTIES IS TO ENSURE THAT PEOPLE HAVE FAIR ACCESS TO SAFE, AFFORDABLE HOUSING WITH SUPPORT TO ACHIEVE THEIR GOALS OF SELF-SUFFICIENCY; INVESTMENT IN NEIGHBORHOODS; AND, COMMUNITY BUILDING AND ENGAGEMENT. PRIMAVERA CARRIED OUT PROPERTY IMPROVEMENTS/NEW CONSTRUCTION INCLUDING GREEN, ENERGY EFFICIENT RENOVATIONS TOTALING $3,163,634 AT FOUR PROPERTIES: THE ALAMO APARTMENTS, MEN'S EMERGENCY SHELTER, LAS ABUELITAS APARTMENTS, AND THE NEW DOWNTOWN ONE STOP RESOURCE CENTER. THE TWO BIGGEST RENOVATIONS/NEW CONSTRUCTION WERE THE ALAMO APARTMENTS AND THE RESOURCE CENTER. THE ALAMO APARTMENTS PROJECTS WERE THE SECOND FLOOR REHAB PROJECT WITH NEW HVAC, SECURITY UPGRADES, FLOORING, LIGHTING AND PAINT, AND THE CONVERSION OF THREE SRO UNITS AND AN OFFICE INTO TWO, TWO BEDROOM FAMILY UNITS. THE CONSTRUCTION OF THE NEW RESOURCE CENTER WAS COMPLETED AND STAFF MOVED INTO SPACE IN SEPTEMBER 2021. IT PROVIDES MORE THAN DOUBLE THE SPACE (10,600 SQUARE FEET) OF THE PREVIOUS DISTRESSED BUILDING, WITH GREATER EFFICIENCY, RESPECT AND DIGNITY FOR PROGRAM PARTICIPANTS, STAFF, COMMUNITY PARTNERS, AND THE NEIGHBORHOOD WHO UNANIMOUSLY SUPPORTED THE PROJECT. IN 2022, PRIMAVERA PAID OFF TWO HOME LOANS TOTALING $248,531.60 ON LAS CASITAS AND WINSTEL TERRACE RENTAL HOUSING COMMUNITIES. 655012 12404 335221 SEE SCHEDULE OWORKFORCE DEVELOPMENT PRIMAVERA WORKS IS A SOCIAL ENTERPRISE ALTERNATIVE STAFFING SERVICE AND WORKFORCE DEVELOPMENT CENTER PROVIDING TEMPORARY AND TEMP-TO-HIRE WORKERS FOR RESIDENTIAL, BUSINESS, AND PUBLIC SECTOR PARTNERS TO ADULTS WITH BARRIERS TO EMPLOYMENT. WORKS OFFERS SKILLS ASSESSMENT, JOB READINESS AND JOB SKILL DEVELOPMENT, JOB COACHING, ABOVE MINIMUM WAGES, LUNCHES, TRANSPORTATION, WORKER SUPPLIES, FINANCIAL EDUCATION, TEMPORARY EMPLOYMENT, AND OPPORTUNITIES TO OBTAIN PERMANENT EMPLOYMENT THROUGH PARTNERSHIPS WITH LOCAL EMPLOYERS. PRIMAVERA WORKS IS ALSO A LICENSED WATER HARVESTING COMPANY.182 INDIVIDUALS ENROLLED IN THE PROGRAM. 39% OF PARTICIPANTS OBTAINED EMPLOYMENT67% INCREASED HOURLY WAGES, AND 64% MOVED INTO STABLE HOUSING. 39 WATER-HARVESTING SYSTEMS INSTALLED IN THE COMMUNITY WITH A COLLECTION CAPACITY OF 85,000 GALLONS OF WATER FROM RAINFALL. 26 WATER-HARVESTING SYSTEMS INSTALLED IN THE HOMES OF LOW-INCOME RESIDENTS. 35 PRIMAVERA WORKS PARTICIPANTS RECEIVED ON THE JOB TRAINING IN WATER HARVESTING.$34,242 REVENUE RAISED FROM WATER HARVESTING SYSTEM INSTALLATIONS. 388722 7791 57842 HOMEOWNERSHIP EDUCATION, PROMOTION, AND FINANCIAL EMPOWERMENT PROVIDES A VARIETY OF FINANCIAL EDUCATION, HOMEBUYER EDUCATION, FINANCIAL COACHING, CREDIT REPAIR, AND ASSET-BUILDING SERVICES, INCLUDING INCENTIVE BASED SAVINGS PLANS AND OPPORTUNITIES FOR FIRST TIME HOMEOWNERSHIP AS IT WORKS WITH INDIVIDUALS AND FAMILIES SEEKING LONG-TERM FINANCIAL STABILITY. 112 INDIVIDUALS ATTENDED ORIENTATION CLASSES102 INDIVIDUALS COMPLETED FIVE AND A HALF HOURS OF FINANCIAL EDUCATION 27 INDIVIDUALS COMPLETED THREE HOURS OF FINANCIAL EDUCATION45 HOUSEHOLDS COMPLETED EIGHT HOURS OF HOMEBUYER EDUCATION 47 MOTHERS AND CHILDREN PARTICIPATED IN THE HER FAMILY ASSET-BUILDING PROGRAM181 PARTICIPANTS PARTICIPATED IN HOUSING COUNSELING AND FINANCIAL COACHING SERVICES17 HOUSEHOLDS PURCHASED THEIR FIRST HOME, DESPITE THE AFFORDABLE HOUSING CRISIS, REPRESENTING $3,687,127 OF HOMES CLOSED. 483614 39233 19050 COMMUNITY BUILDING AND ENGAGEMENT PROVIDES MULTI-SECTOR PARTNERSHIP STRATEGIES FOR ACHIEVING SUSTAINABLE SOCIAL, ECONOMIC, AND RACIAL OPPORTUNITY, EQUITY, AND JUSTICE WITH A FOCUS ON UNDERSERVED COMMUNITY MEMBERS AND DISINVESTED NEIGHBORHOODS. ACTIVITIES INCLUDE RESIDENT LEADERSHIP DEVELOPMENT, COMMUNITY GARDENING, CIVIL RIGHTS RESTORATION, COMMUNITY BUILDING INITIATIVES, AND SUPPORT FOR RESIDENT AND CONSTITUENT DRIVEN GROUPS. LAS ABUELITAS AFTER SCHOOL PROGRAM NEARLY 100 YOUTH PARTICIPATED IN ACTIVITIES AT THE LAS ABUELITAS COMMUNITY CENTERCITY OF SOUTH TUCSON YOUTH BASKETBALL TEAM ORGANIZED AS PRIMAVERA PANTHERS, 10 YOUTH AND 2 COACHES PARTICIPATED IN CITY LEAGUE SPORTS.SUPPORT FOR LA CAPILLA NEIGHBORHOOD ASSOCIATION WITH MORE THAN 50 REGISTERED MEMBERS THAT ALSO ASSISTED WITH THE NRSA COMMUNITY PLANNING MEETINGS (SEE BELOW) AND THE PLANNING AND ORGANIZING FOR THE 75TH ANNIVERSARY CELEBRATION OF THE HOUSE OF NEIGHBORLY SERVICES.COMMUNITY GARDENS ARE SHARED SPACES WHERE RESIDENTS IN SHELTERS AND RENTAL HOUSING COMMUNITIES AS WELL AS THE NEIGHBORHOODS WHERE THEY ARE LOCATED CAN: HAVE ACCESS TO FRESH, HEALTHY FOODS, PROMOTE PHYSICAL ACTIVITY, INCREASE SOCIAL ENGAGEMENT, EXPAND SOCIAL CAPITAL, AND CULTIVATE RELATIONSHIPS. IN 2022, THE COMMUNITY GARDENS BEGAN A PROJECT CALLED "FARMACIAS DEL BARRIO" TO HONOR THE RELATIONSHIPS BETWEEN BIPOC PEOPLE THROUGH CULTIVATION OF MEDICINAL PLANTS AND HERBS FOR USE AS PLANT MEDICINE. 50 RESIDENTS PARTICIPATED BY LEADING AND ATTENDING WORKSHOPS.ADVOCACY ON PUBLIC POLICY INITIATIVESSOME OF THE POLICY INITIATIVES THAT PRIMAVERA PARTICIPATED IN DURING THE FISCAL YEAR INCLUDED:FIGHT FOR $15/HOUR MINIMUM WAGE SUCCESSFUL BALLOT INITIATIVE FOR RESIDENTS IN THE CITY OF TUCSONREVISIONS RECOMMENDED TO THE COMMUNITY REINVESTMENT ACT (CRA)NATIONAL LEGISLATION PRIORITIES THROUGH NATIONAL NEIGHBORWORKS ASSOCIATION (NNA) ENSURING THAT FEDERAL LEGISLATION AND POLICIES PROMOTE HOUSING AND COMPREHENSIVE COMMUNITY DEVELOPMENT PROGRAMS UNDERTAKEN BY LOCAL, NON-PROFIT COMMUNITY ORGANIZATIONS. 58292 18432 0 NEIGHBORHOOD REVITALIZATION PRIMAVERA WORKS WITH NEIGHBORHOOD RESIDENTS, BUSINESSES, PUBLIC SECTOR, AND DIVERSE COMMUNITY PARTNERS TO ENHANCE THE QUALITY OF LIFE AND BUILD THE CAPACITY OF RESIDENTS AND STAKEHOLDERS THROUGH THE DEVELOPMENT OF QUALITY, ENERGY EFFICIENT, AFFORDABLE HOUSING, COMMUNITY GARDENS, POCKET PARKS, COMMUNITY PLANNING, AND NEIGHBORHOOD INVESTMENT. ONE SINGLE FAMILY HOME CONSTRUCTED AND PURCHASED BY HER FAMILY PARTICIPANTS (SINGLE MOM AND TWO DAUGHTERS).MORE THAN 100 RESIDENTS OF THE CITY OF SOUTH TUCSON PARTICIPATED IN THE COMPLETION OF THE NEIGHBORHOOD REVITALIZATION STRATEGIC AREA (NRSA) PLAN FOR THE CITY OF SOUTH TUCSON AFTER FIVE YEARS OF COMMUNITY BASED PLANNING MEETINGS AND SATISFACTION SURVEYS WITH RESIDENTS, THE CITY OF SOUTH TUCSON, AND COMMUNITY PARTNERS. THE FOUR BASIC CATEGORIES OF THE NRSA PLAN ARE HUMAN DEVELOPMENT, BUILT ENVIRONMENT, WELLNESS AND MOBILITY, AND CIVIC LIFE. THE NRSA PLAN, APPROVED BY THE CITY OF SOUTH TUCSON MAYOR AND COUNCIL, WILL BE SUBMITTED TO THE DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT (HUD). 930628 65456 76892 8290888 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 172 0 1 194 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X X THE ORGANIZATION 5208825383 151 W 40TH STREET TUCSON AZ 85713 SAMUEL SWIFT PRESIDENT 2.00 X X 0 0 0 ADELA LICONA CO-VICE PRESIDENT 2.00 X X 0 0 0 KIMBERLY HOFFMAN CO-VICE PRESIDENT 2.00 X X 0 0 0 DAVID WOHL TREASURER 2.00 X X 0 0 0 MARITZA J BROCE SECRETARY 2.00 X X 0 0 0 ELIZABETH FRIMAN TREASURER 2.00 X X 0 0 0 SAMI HAMED DIRECTOR 1.00 X 0 0 0 ANNA GRIESEL DIRECTOR 1.00 X 0 0 0 ANDREW ROUSE DIRECTOR 1.00 X 0 0 0 PATRICK LOPEZ DIRECTOR 1.00 X 0 0 0 MANNY MEJIAS DIRECTOR 1.00 X 0 0 0 MARGARITA BAUZA DIRECTOR 1.00 X 0 0 0 TRAYCE PETERSON DIRECTOR 1.00 X 0 0 0 PAUL G KOSS MD DIRECTOR 1.00 X 0 0 0 PEGGY HUTCHISON CHIEF EXECUTIVE OFFICER 55.00 X 150403 0 7591 NICOLLETTE DALY CHIEF FINANCIAL OFFICER 50.00 X 104587 0 6822 254990 0 14413 2 0 1 0 CARRERA TUCSON LLC 6032 W YUMA MINE CIRCLE TUCSON AZ 85743 DESIGN & CONSTRUCTION 167489 JAN TUCSON VENTURES LLC 1015 N STONE AVE TUCSON AZ 85705 HOTEL ROOMS FOR PARTICIPANTS 151870 OM JIVA LLC 1015 N STONE AVE TUCSON AZ 85705 APARTMENT RENTALS 118309 RED ROOF INN 1300 N STONE AVE TUCSON AZ 85705 ROOM RENTALS 112483 4 56077 344035 4415835 5885337 1545600 10701284 RENTAL INCOME 624200 786999 786999 OTHER CONTRACTS 624310 335221 335221 CLIENT FEES 624310 57842 57842 1180062 54663 54663 19050 0 19050 19050 19050 24450 56077 23709 741 741 MISCELLANEOUS INCOME 812900 13346 13346 13346 11969146 1199112 0 68750 411222 411222 2345426 2345426 269403 44238 184087 41078 3444001 2883190 342374 218437 23478 20684 1771 1023 326450 262948 45026 18476 281681 218259 43642 19780 1712 1712 22800 22800 212312 128402 76490 7420 22345 13507 8838 293513 241049 27467 24997 236182 207912 19988 8282 535179 510053 13755 11371 72823 69942 4 2877 13500 13500 457060 448330 8124 606 54112 44096 7600 2416 MAINTENANCE & EQUIPMENT 384005 376771 6934 300 STAFF, DONOR & VOLUNTEE 57569 43773 11426 2370 DUES AND FEES 29709 7586 12413 9710 BAD DEBT EXPENSE 3230 3230 9497712 8290888 825613 381211 3532253 4906359 256581 250293 417895 605910 51810 21459 64951 59074 51781 47856 16541974 6341600 10335250 10200374 2071044 1775094 16781565 17866419 881479 537993 484254 2345257 1151631 54356 44193 3281092 2218071 X 12672489 14707160 827984 941188 13500473 15648348 16781565 17866419 2471434 -323559 0 X X 0 1 X 1 1 1 X 7192350 6726569 8907500 11302352 10584248 44713019 7192350 6726569 8907500 11302352 10584248 44713019 1083774 43629245 44684 39971 23148 67149 54663 229615 85659 63537 620464 241281 37796 1048737 45991371 5268388 0.94860 0.96340 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: SPECIAL EVENTS INCOME - 2017 AMOUNT: $ 53,484. 2018 AMOUNT: $ 53,450. 2019 AMOUNT: $ 56,520. 2020 AMOUNT: $ 7,650. 2021 AMOUNT: $ 24,450. OTHER INCOME - 2017 AMOUNT: $ 32,175. 2018 AMOUNT: $ 10,087. 2019 AMOUNT: $ 28,332. 2020 AMOUNT: $ 23,251. 2021 AMOUNT: $ 13,346. PAYROLL PROTECTION PROGRAM - 2019 AMOUNT: $ 535,612. 2020 AMOUNT: $ 210,380. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2071044 -295950 1775094 1629073 441971 2071044 1645905 71168 88000 1629073 1619140 102765 76000 1645905 1556270 142870 80000 1619140 1.00000 0 0 4797 1046351 1051148 14732628 5708371 9024257 54403 37175 17228 650307 596054 54253 53488 53488 10200374 SECURITY DEPOSITS 44193 44193 X 11669296 -323559 23709 -299850 11969146 0 11969146 9521421 23709 23709 9497712 0 9497712 PART V, LINE 4: ENDOWMENT FUNDS ARE USED TO SUPPORT THE ORGANIZATION'S MISSION. PART X, LINE 2: MANAGEMENT HAS EVALUATED THE TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN, IF ANY, ON ITS EXEMPT ORGANIZATION FILINGS, AND THE LIKELIHOOD THAT UPON EXAMINATION THOSE POSITIONS WOULD BE SUSTAINED. BASED ON THE RESULTS OF THIS EVALUATION, MANAGEMENT BELIEVES THERE ARE NO UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSE 23,709. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSE 23,709. PRIMAVERA COOKS! 80527 56077 24450 22969 740 80527 56077 24450 22969 740 23709 741 1 OUR FAMILY SERVICES 2590 N ALVERNON WAY TUCSON AZ 85712 942598560 501C3 379222 0 RAPID REHOUSING SERVICES SOUTHWEST CENTER FOR ECONOMIC INTEGRITY 509 E RADBURN STREEET TUCSON AZ 85704 260026603 501C3 32000 0 SUPPORT OF COMMUNITY BUILDING AND ENGAGEMENT 2 HOUSING & UTILITIES 2489 1918234 7921 COST HOUSING AND UTILITIES TRANSPORTATION AND STIPENDS 4754 9267 4605 COST TRANSPORTATION AND OTHER SUPPLIES AND SERVICES 4754 390418 COST FOOD AND SUPPLIES PART I, LINE 2: THE ORGANIZATION UTILIZES GRANT CODES THAT EMPLOYEES ASSIGN TO ALL EXPENSES COVERED BY GRANTS. IN GENERAL PARTICIPANT FILES, ACCOUNTING RECORDS AND OTHER SUPPORTING DOCUMENTATION ARE KEPT ON FILE TO SHOW PAYMENTS FOR OR TO INDIVIDUALS AND ORGANIZATIONS, AND THE REASON FOR THE PAYMENT. X X X X 0 0 0 0 0 0 0 0 0 PEGGY HUTCHISON CHIEF EXECUTIVE OFFICER 150403 0 0 0 0 0 2236 0 5355 0 157994 0 0 0 PART I, LINE 3 PRIMAVERA FOUNDATION'S PERFORMANCE EVALUATION TAKES INTO ACCOUNT THE CEO'S JOB DESCRIPTION, ANNUAL GOALS AND OBJECTIVES FROM THE WORK PLAN, AND ANY OTHER RELEVANT FACTORS IDENTIFIED OR APPROVED BY THE BOARD. THE CEO'S ANNUAL GOALS AND OBJECTIVES WILL BE CLOSELY TIED TO THE ORGANIZATION'S ANNUAL AND STRATEGIC GOALS AND OBJECTIVES PER ITS OPERATING PLAN AND STRATEGIC INITIATIVES. THE EVALUATION WILL INCLUDE THE CEO'S OWN SELF ASSESSMENT, THE SENIOR LEADERSHIP TEAM AND EXECUTIVE ASSISTANT'S ASSESSMENT, AS WELL AS THE BOARD'S EVALUATION OF HIS OR HER PERFORMANCE. THE FULL BOARD WILL REVIEW ALL. THE EXECUTIVE COMMITTEE WILL MAKE RECOMMENDATIONS FOR COMPENSATION INCREASES BASED ON SALARY SURVEYS AND SALARY DATA FROM COMPARABLE ORGANIZATIONS AND THE OUTCOME OF THE CEO EVALUATION. THE EVALUATION WILL BE CONDUCTED ANNUALLY AND DOCUMENTED IN WRITING. IN ALL CASES, THE ASSESSMENT WILL PROVIDE A PERMANENT RECORD THAT CAN BE REFERRED TO BY THE CEO AND THE BOARD. COMPENSATION INCREASES SHOULD NOT BE THE PRIMARY PURPOSE FOR CONDUCTING THE EVALUATION. X 1 1912 KELLEY BLUE BOOK X 15 1426652 SELLING PRICE X FOOD/MEALS 1 117036 FMV 0 1 0 PART I, COLUMN (B): THE MEALS DONATED CONSIST OF SEVERAL THOUSAND INDIVIDUAL, GROUP, AND COPORATE DONATIONS OF MEALS. DUE TO THIS LARGE VOLUME, IT IS IMPRACTICABLE FOR THE ORGANIZATION TO TRACK THE NUMBER OF DONATIONS THROUGHOUT THE YEAR. FORM 990, PART I, LINE 6 IN FISCAL YEAR 2021-2022, PRIMAVERA HAD 3,030 VOLUNTEERS PROVIDING 10,977 HOURS OF SERVICE AT A MARKET VALUE OF $307,356. PRIMAVERA ENGAGES VOLUNTEERS VIA: 1. EMERGENCY SHELTER (MEAL TEAMS, DELIVERED AND SERVED MEALS, AND NONPERISHABLE SACK LUNCHES); 2. NONPERISHABLE SACK LUNCH CREATION/DELIVERY FOR PRIMAVERA WORKS PARTICIPANTS; 3. IN-KIND DONATION PICK-UP AND INVENTORY MAINTENANCE; 3. PREPARATION AND DISTRIBUTION OF HYGIENE KITS FOR PARTICIPANTS AT EMERGENCY SHELTERS AND DROP-IN CENTERS; 4. PHILANTHROPY DONOR RESEARCH AND DATA ENTRY; 5. COMMUNITY GARDEN PLANNING AND UPKEEP; 6. ASSISTANCE WITH AND/OR PRESENTATIONS AT FINANCIAL EDUCATION AND HOMEBUYER WORKSHOPS (FOR BOTH REMOTE LEARNING AND ONSITE CLASSES); 7. ASSISTANCE AT LAS ABUELITAS AFTERSCHOOL PROGRAM PROVIDING AGE-APPROPRIATE ACTIVITIES AND TUTORING; AND 8. THE BOARD OF DIRECTORS PROVIDE GOVERNANCE AND OVERSIGHT AS VOLUNTEER MEMBERS VIA REGULARLY SCHEDULED BOARD AND COMMITTEE MEETINGS (BOTH REMOTE AND IN-PERSON). FORM 990, PART VI, SECTION B, LINE 11B AFTER REVIEW AND APPROVAL BY THE FINANCE COMMITTEE, THE FORM 990 IS PROVIDED TO ALL BOARD MEMBERS VIA EMAIL. THE BOARD HAS AN OPPORTUNITY TO ASK FOR CLARIFICATION, PROVIDE EDITS, AND MAKE SUGGESTIONS. SHORTLY THEREAFTER THE FORM IS SUBMITTED TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. EACH BOARD MEMBER SIGNS THE CONFLICT OF INTEREST POLICY WHEN THEY BECOME A BOARD MEMBER AS WELL AS SIGNING THE POLICY ANNUALLY. IF ANYONE ON THE BOARD FEELS THAT THEY SHOULD NOT VOTE ON A MATTER BEFORE THE BOARD BECAUSE THEY HAVE A PERSONAL CONNECTION, THEY ARE EXPECTED TO VOICE THEIR CONCERN. AT THE BEGINNING OF EACH BOARD MEETING THE CHAIR ASKS IF THERE ARE ANY CONFLICTS OF INTEREST. ALL MEMBERS ARE FULLY AWARE OF THIS PROCESS AND OUR POLICY. IF A MEMBER SEES OR HEARS SOMETHING THAT MIGHT BE QUESTIONABLE, THE CONCERN IS BROUGHT BEFORE THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15 PRIMAVERA FOUNDATION'S PERFORMANCE EVALUATION TAKES INTO ACCOUNT THE CEO'S JOB DESCRIPTION, ANNUAL GOALS AND OBJECTIVES FROM THE WORK PLAN, AND ANY OTHER RELEVANT FACTORS IDENTIFIED OR APPROVED BY THE BOARD. THE CEO'S ANNUAL GOALS AND OBJECTIVES WILL BE CLOSELY TIED TO THE ORGANIZATION'S ANNUAL AND STRATEGIC GOALS AND OBJECTIVES PER ITS OPERATING PLAN AND STRATEGIC INITIATIVES. THE EVALUATION WILL INCLUDE THE CEO'S OWN SELF ASSESSMENT, THE SENIOR LEADERSHIP TEAM AND EXECUTIVE ASSISTANT'S ASSESSMENT, AS WELL AS THE BOARD'S EVALUATION OF HIS OR HER PERFORMANCE. THE FULL BOARD WILL REVIEW ALL. THE EXECUTIVE COMMITTEE WILL MAKE RECOMMENDATIONS FOR COMPENSATION INCREASES BASED ON SALARY SURVEYS AND SALARY DATA FROM COMPARABLE ORGANIZATIONS AND THE OUTCOME OF THE CEO EVALUATION. THE EVALUATION WILL BE CONDUCTED ANNUALLY AND DOCUMENTED IN WRITING. IN ALL CASES, THE ASSESSMENT WILL PROVIDE A PERMANENT RECORD THAT CAN BE REFERRED TO BY THE CEO AND THE BOARD. COMPENSATION INCREASES SHOULD NOT BE THE PRIMARY PURPOSE FOR CONDUCTING THE EVALUATION. PRIMAVERA FOUNDATION'S PERFORMANCE EVALUATION FOR OTHER OFFICERS AND KEY EMPLOYEES IS PERFORMED BY THE CEO ON AN ANNUAL BASIS. THIS PROCESS TAKES INTO ACCOUNT THE JOB DESCRIPTION, ANNUAL GOALS, AND OBJECTIVES FROM THE OFFICER'S DEPARTMENTAL WORK PLAN, AND ANY OTHER RELEVANT FACTORS IDENTIFIED OR APPROVED BY THE CEO. THE ANNUAL GOALS AND OBJECTIVES WILL BE CLOSELY TIED TO THE ORGANIZATION'S ANNUAL AND STRATEGIC GOALS AND OBJECTIVES PER ITS OPERATING PLAN AND STRATEGIC INITIATIVES. THE EVALUATION WILL INCLUDE THE OFFICER'S OWN SELF ASSESSMENT AND ANY OTHER EVALUATIONS THE CEO OF HIS OR HER PERFORMANCE. THE CEO WILL MAKE RECOMMENDATIONS FOR COMPENSATION INCREASES BASED ON SALARY SURVEYS AND SALARY DATA FORM COMPARABLE ORGANIZATIONS AND THE OUTCOME OF THE OFFICER'S EVALUATION, WITHIN THE CONSTRAINTS OF THE APPROVED BUDGET. FORM 990, PART VI, SECTION C, LINE 19 THE APPLICABLE DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.