HEALTH FIRST FOUNDATION-NORTHERN ARIZONA: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- HEALTH FIRST FOUNDATION-NORTHERN ARIZONA (EIN 81-3137336)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-15
- IRS object ID
- 202341359349312114
- Schema version
- 2021v4.2
- Note
- A later return for the same period supersedes this one.
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-15T14:25:12-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 450250958 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EIDE BAILLY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2355 E CAMELBACK RD STE 900 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 850169065 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 813137336 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEALTH FIRST FOUNDATION-NORTHERN ARIZONA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEAL | BusinessNameControlTxt |
| Phone | 9282239237 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1030 N SAN FRANCISCO ST STE 130 | AddressLine1Txt |
| City | FLAGSTAFF | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 86001 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SANDRA KOWALSKI | PersonNm |
| Person Title | PRESIDENT AND CEO | PersonTitleTxt |
| Phone | 9282239237 | PhoneNum |
| Signature | 2023-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SANDRA | PersonFirstNm |
| Person Last | KOWALSKI | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRENDA ANN BLUNT CPA | PreparerPersonNm |
| PTIN | P00075126 | PTIN |
| Phone | 4803151040 | PhoneNum |
| Preparation | 2023-05-12 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | SANDRA KOWALSKI | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1030 N SAN FRANCISCO ST STE 130 | AddressLine1Txt |
| City | FLAGSTAFF | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 86001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $28,207,686 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HEALTHFIRSTFORALL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2016 | FormationYr |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Activity Or Mission | HEALTH FIRST FOUNDATION PROVIDES LEADERSHIP, FORGES PARTNERSHIPS, AND SUPPORTS (CONT'D ON SCH O) INNOVATION TO ADVANCE HEALTH AND WELL-BEING ACROSS NORTHERN ARIZONA'S DIVERSE POPULATION AND GEOGRAPHY. WE INSPIRE DONORS TO SUPPORT INNOVATIVE COMMUNITY HEALTH INITIATIVES OF NONPROFIT ORGANIZATIONS, HOSPITALS, AND MEDICAL CENTERS. OUR COLLABORATIONS AND INVESTMENT ALLIANCES STRIVE TO BRING HEALTH AND WELL-BEING TO THE GREATEST NUMBER OF PEOPLE POSSIBLE WITH MAXIMUM IMPACT. WE EVALUATE COMMUNITY HEALTH NEEDS ASSESSMENTS TO DETERMINE PRIORITY NEEDS AND USE QUANTITATIVE MEASUREMENTS TO ASSESS THE SUSTAINABLE IMPACT HEALTH FIRST FUNDED PROGRAMS HAVE ON HEALTH AND WELL-BEING FOR ALL AND PROMOTING VIBRANT COMMUNITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 14 | TotalEmployeeCnt |
| Total Volunteers | 10 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,220,217 | PYContributionsGrantsAmt |
| CY Contributions Grants | $166,493 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,068,631 | PYInvestmentIncomeAmt |
| CY Investment Income | $17,416,960 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,410 | PYOtherRevenueAmt |
| CY Other Revenue | -$821 | CYOtherRevenueAmt |
| PY Total Revenue | $5,292,258 | PYTotalRevenueAmt |
| CY Total Revenue | $17,582,632 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,247,002 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $586,613 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,715,517 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $876,837 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $548,187 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,050,913 | PYOtherExpensesAmt |
| CY Other Expenses | $3,940,321 | CYOtherExpensesAmt |
| PY Total Expenses | $5,013,432 | PYTotalExpensesAmt |
| CY Total Expenses | $5,403,771 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $278,826 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $12,178,861 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $53,020,022 | TotalAssetsBOYAmt |
| Total Assets EOY | $43,321,734 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,612,322 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,081,976 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $51,407,700 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $40,239,758 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | WE ADVANCE COMMUNITY HEALTH AND WELL-BEING THROUGH LEADERSHIP, PARTNERSHIPS, AND INNOVATION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $382,835 | ExpenseAmt |
| Grant | $303,110 | GrantAmt |
| Desc | THE FOUNDATION GENERATES FUNDS TO SUPPORT THREE HEALTH PRIORITIES IN NORTHERN ARIZONA: INCREASED ACCESS TO HEALTHCARE, IMPROVED BEHAVIORAL HEALTH OUTCOMES, AND DECREASED INCIDENCE OF CHRONIC MEDICAL CONDITIONS. DURING THE 2021 TAX YEAR, THE FOUNDATION MADE GRANTS TO FOUR NONPROFIT AND GOVERNMENTAL ORGANIZATIONS THAT ADVANCE THESE COMMUNITY HEALTH PRIORITIES AND SUPPORT THE HEALTH AND WELL-BEING OF PEOPLE THROUGHOUT THE NORTHERN ARIZONA COMMUNITY. THE FOUNDATION'S ANNUAL GRANTS PROGRAM IMPACTED 51,064 LIVES DURING THE 2021 TAX YEAR. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $159,474 | ExpenseAmt |
| Grant | $126,265 | GrantAmt |
| Desc | DURING THE 2021 TAX YEAR, THE FOUNDATION AWARDED GRANTS TO SIX NONPROFIT ORGANIZATIONS IN NORTHERN ARIZONA, INCLUDING FLAGSTAFF MEDICAL CENTER, TO SUPPORT PROGRAMS FOR NATIVE AMERICAN INTERPRETERS, NURSE NAVIGATORS, AND NURSING SCHOLARSHIPS. THESE GRANTS ALSO SUPPORTED THE PURCHASE OF PERSONAL PROTECTION EQUIPMENT (PPE) FOR TUBA CITY REGIONAL HEALTH CARE CORPORATION, EMERGENCY FIREWOOD FOR HOPI AND NAVAJO FAMILIES FACING EXTREME RISK FROM EXPOSURE THROUGH THE WINTER MONTHS, AND VITAL SUPPLIES FOR HAVASUPAI FAMILIES FORCED TO QUARANTINE AWAY FROM THEIR HOMES. THESE GRANTS IMPACTED ABOUT 14,758 LIVES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $125,514 | ExpenseAmt |
| Grant | $110,829 | GrantAmt |
| Desc | DURING THE 2021 TAX YEAR, THE FOUNDATION PROVIDED FUNDING TO OR ON BEHALF OF NORTHERN ARIZONA HEALTHCARE, FLAGSTAFF MEDICAL CENTER, AND VERDE VALLEY MEDICAL CENTER FOR VARIOUS DEPARTMENT INITIATIVES, INCLUDING CANCER CARE, CHILDREN'S HEALTH, CLINICAL SERVICES, COLLEAGUE SUPPORT, COMMUNITY SUPPORT, PALLIATIVE AND HOSPICE CARE, PATIENT AND FAMILY ASSISTANCE, AND RESEARCH AND EDUCATION. THIS FUNDING IMPACTED 6,691 LIVES. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $58,616 | ExpenseAmt |
| Grant | $46,409 | GrantAmt |
| Desc | DURING THE 2021 TAX YEAR, THE FOUNDATION SUPPORTED THREE NONPROFITS THROUGH SPONSORSHIPS AND AWARDED SCHOLARSHIPS TO 19 INDIVIDUALS PURSUING CAREERS IN HEALTH AND HEALTHCARE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $58,616 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $46,409 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $726,439 | 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 | Yes (1) | 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 | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | 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 | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | 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 | 34 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 14 | 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| 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 | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| 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 | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRISTINA BROWN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9282239237 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1030 N SAN FRANCISCO ST STE 130 | AddressLine1Txt |
| City | FLAGSTAFF | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 86001 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd |
|---|---|---|---|---|---|---|---|
| RICHARD A SMITH EDD | |||||||
| PRES./CEO/DIR. (THRU 07/2021) | 40.00 | Yes (X) | Yes (X) | $410,632 | $0 | $2,575 | |
| SANDRA KOWALSKI | |||||||
| OPS MGR/PRES/CEO/DIR (FROM 8/21) | 40.00 | Yes (X) | Yes (X) | $161,543 | $0 | $1,074 | |
| CHRIS BAVASI | |||||||
| CHAIR(TO 9/21)/DIRECTOR (FROM 10/21) | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DEIRDRE MELDRUM PHD | |||||||
| VICE CHAIR/CHAIR/DIRECTOR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| WAYNE FOX CPA | |||||||
| TREASURER/DIRECTOR (THRU 5/22) | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RICHARD KRUSE CPA | |||||||
| VICE CHAIR/TREASURER/DIRECTOR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JAMES OUSLEY | |||||||
| SECRETARY/DIRECTOR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| OLIVER HARPER MD | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM HICKS III ESQ | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ALICE GAGNAIRE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHUCK MARR | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM RILEY PHD | |||||||
| DIRECTOR (THRU 09/2021) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KARLA JACOBSEN CPA | |||||||
| MANAGER OF FINANCIAL OPERATIONS | 40.00 | Yes (X) | $135,948 | $0 | $687 | ||
| MATTHEW BRASMER | |||||||
| VP DEVELOPMENT (THRU 9/21) | 40.00 | $260,127 | $0 | $4,043 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $968,250 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $8,379 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BALLARD SPAHR | |||||
| PO BOX 825470 | PHILADELPHIA | PA | 19182 | LEGAL SERVICES | $549,176 |
| MITCHELL STEIN CAREY CHAPMAN | |||||
| 2600 NORTH CENTRAL AVENUE SUITE 10 | PHOENIX | AZ | 85004 | LEGAL SERVICES | $180,999 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $33,389 | FundraisingAmt |
| All Other Contributions | $133,104 | AllOtherContributionsAmt |
| Noncash Contributions | $6,068 | NoncashContributionsAmt |
| Total Contributions | $166,493 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,665,177 | TotalRevenueColumnAmt |
| Exclusion | $1,665,177 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $5,636 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,033 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $4,603 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,603 | TotalRevenueColumnAmt |
| Exclusion | $4,603 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $23,857,526 | SecuritiesAmt |
| Other | $2,500,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,688,318 | SecuritiesAmt |
| Other | $1,917,425 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $15,169,208 | SecuritiesAmt |
| Other | $582,575 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,751,783 | TotalRevenueColumnAmt |
| Exclusion | $15,751,783 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $12,854 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $33,389 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $18,278 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$5,424 | TotalRevenueColumnAmt |
| Exclusion | -$5,424 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,582,632 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $17,416,139 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $539,813 | TotalAmt |
| Program Services | $539,813 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,300 | TotalAmt |
| Program Services | $44,300 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,500 | TotalAmt |
| Program Services | $2,500 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $521,460 | TotalAmt |
| Program Services | $82,555 | ProgramServicesAmt |
| Management And General | $307,778 | ManagementAndGeneralAmt |
| Fundraising | $131,127 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $224,725 | TotalAmt |
| Program Services | $4,717 | ProgramServicesAmt |
| Management And General | $38,039 | ManagementAndGeneralAmt |
| Fundraising | $181,969 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,102 | TotalAmt |
| Program Services | $2,352 | ProgramServicesAmt |
| Management And General | $9,318 | ManagementAndGeneralAmt |
| Fundraising | $8,432 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,749 | TotalAmt |
| Program Services | $7,006 | ProgramServicesAmt |
| Management And General | $27,747 | ManagementAndGeneralAmt |
| Fundraising | $24,996 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,801 | TotalAmt |
| Program Services | $5,943 | ProgramServicesAmt |
| Management And General | $23,547 | ManagementAndGeneralAmt |
| Fundraising | $21,311 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,000 | TotalAmt |
| Management And General | $26,000 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,101,478 | TotalAmt |
| Management And General | $1,101,478 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,372 | TotalAmt |
| Management And General | $45,372 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,080 | TotalAmt |
| Management And General | $75,080 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $193,515 | TotalAmt |
| Program Services | $17,915 | ProgramServicesAmt |
| Management And General | $114,036 | ManagementAndGeneralAmt |
| Fundraising | $61,564 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,774 | TotalAmt |
| Program Services | $900 | ProgramServicesAmt |
| Management And General | $32,874 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,896 | TotalAmt |
| Program Services | $893 | ProgramServicesAmt |
| Management And General | $20,399 | ManagementAndGeneralAmt |
| Fundraising | $9,604 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,409 | TotalAmt |
| Program Services | $541 | ProgramServicesAmt |
| Management And General | $23,731 | ManagementAndGeneralAmt |
| Fundraising | $39,137 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $118,054 | TotalAmt |
| Program Services | $14,573 | ProgramServicesAmt |
| Management And General | $55,070 | ManagementAndGeneralAmt |
| Fundraising | $48,411 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,818 | TotalAmt |
| Program Services | $747 | ProgramServicesAmt |
| Management And General | $3,187 | ManagementAndGeneralAmt |
| Fundraising | $884 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,911 | TotalAmt |
| Management And General | $12,911 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,242 | TotalAmt |
| Management And General | $12,242 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SETTLEMENT EXPENSE | $2,000,000 | $2,000,000 | ||
| OTHER | $192,205 | $177,999 | $1,684 | $12,522 |
| BOARD EXPENSE | $22,337 | $22,337 | ||
| EVENT EXPENSE | $4,677 | $4,677 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,553 | TotalAmt |
| Fundraising | $3,553 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,403,771 | TotalAmt |
| Program Services | $726,439 | ProgramServicesAmt |
| Management And General | $4,129,145 | ManagementAndGeneralAmt |
| Fundraising | $548,187 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $125,560 | BOYAmt |
| EOY | $51,336 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,077,776 | BOYAmt |
| EOY | $971,188 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $933,581 | BOYAmt |
| EOY | $12,500 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $886 | BOYAmt |
| EOY | $16,347 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $2,021,781 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,227 | BOYAmt |
| EOY | $12,183 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $689,755 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $49,762 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,563,069 | BOYAmt |
| EOY | $639,993 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,282,923 | BOYAmt |
| EOY | $39,499,918 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $94,688 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,000 | BOYAmt |
| EOY | $1,800 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,020,022 | BOYAmt |
| EOY | $43,321,734 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,251,117 | BOYAmt |
| EOY | $2,619,770 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $344,705 | BOYAmt |
| EOY | $462,206 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,500 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,612,322 | BOYAmt |
| EOY | $3,081,976 | 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 | $9,465,751 | BOYAmt |
| EOY | $3,903,715 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,941,949 | BOYAmt |
| EOY | $36,336,043 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,407,700 | BOYAmt |
| EOY | $40,239,758 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,020,022 | BOYAmt |
| EOY | $43,321,734 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $12,178,861 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$22,464,069 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$882,734 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
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 | $9,662,657 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,143,076 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,573,426 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,220,217 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $166,493 | CurrentTaxYearAmt |
| Total | $19,765,869 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,662,657 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,143,076 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,573,426 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,220,217 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $166,493 | CurrentTaxYearAmt |
| Total | $19,765,869 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $9,485,263 | SubstantialContributorsTotAmt |
| Public Support Total170 | $10,280,606 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $731,174 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,282,949 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,211,974 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,387,031 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,670,813 | CurrentTaxYearAmt |
| Total | $6,283,941 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,136 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus1 Year | $49 | CurrentTaxYearMinus1YearAmt |
| Total | $4,185 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $26,053,995 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $24,150 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.39460 | PublicSupportCY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS INCOME - 2017 AMOUNT: $ 4,136. 2020 AMOUNT: $ 49. | ExplanationTxt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 1 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $0 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $0 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $29,253,042 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $34,117,086 | BeginningYearBalanceAmt |
| Contributions | $9,500 | ContributionsAmt |
| Investment Earnings Or Losses | -$4,275,139 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $588,905 | AdministrativeExpensesAmt |
| End Year Balance | $29,262,542 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,640,220 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $8,487,464 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $312,300 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $698,298 | AdministrativeExpensesAmt |
| End Year Balance | $34,117,086 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,201,322 | BeginningYearBalanceAmt |
| Contributions | $212,792 | ContributionsAmt |
| Investment Earnings Or Losses | $1,047,402 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,281,961 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $539,335 | AdministrativeExpensesAmt |
| End Year Balance | $26,640,220 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,708,936 | BeginningYearBalanceAmt |
| Contributions | $1,384,435 | ContributionsAmt |
| Investment Earnings Or Losses | $1,668,446 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $936,144 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $624,351 | AdministrativeExpensesAmt |
| End Year Balance | $27,201,322 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,136,444 | BeginningYearBalanceAmt |
| Contributions | $1,159,950 | ContributionsAmt |
| Investment Earnings Or Losses | $2,134,416 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $616,515 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $105,359 | AdministrativeExpensesAmt |
| End Year Balance | $25,708,936 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.82250 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.17750 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $610,000 | InvestmentCostOrOtherBasisAmt |
| Book Value | $610,000 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $79,755 | OtherCostOrOtherBasisAmt |
| Depreciation | $49,762 | DepreciationAmt |
| Book Value | $29,993 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $639,993 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | -$4,942,973 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$22,464,069 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $13,544 | OtherRevenueAmt |
| Revenue Not Reported | -$22,450,525 | RevenueNotReportedAmt |
| Revenue Subtotal | $17,507,552 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $75,080 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $75,080 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $17,582,632 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,224,969 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $951,278 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $951,278 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,273,691 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $75,080 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $55,000 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $130,080 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,403,771 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | MANAGEMENT BELIEVES THAT THE FOUNDATION HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ITS ANNUAL REQUIREMENTS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | DIRECT FUNDRAISING EVENT EXPENSES 12,511. RENTAL EXPENSES 1,033. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | IN KIND REVENUE |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | DIRECT FUNDRAISING EVENT EXPENSES 12,511. RENTAL EXPENSES 1,033. BAD DEBT EXPENSE 937,734. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | RETURNED GRANTS 55,000. IN KIND EXPENSES |
| SCHEDULE D, PART V, LINE 4 | THE NORTHERN ARIZONA HEALTHCARE ENDOWMENT FUND WAS ESTABLISHED TO SUPPORT NORTHERN ARIZONA HEALTHCARE CORPORATION AND TO SUPPORT BOTH THE DELIVERY OF QUALITY HEALTH CARE AND TO INCREASE THE IMPACT ON HEALTH IN POSITIVE, COLLABORATIVE WAYS. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF EVENT | Event1Nm |
| Gross Receipts Event1 | $46,243 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $33,389 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $12,854 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $5,768 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $8,400 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $295 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $3,815 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $46,243 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $33,389 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $12,854 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $5,768 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $8,400 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $295 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $3,815 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $18,278 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$5,424 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| ARIZONA COMMUNITY FOUNDATION | ||||||||
| 3716 E COLUMBIA STREET | TUCSON | AZ | 85714 | 860096772 | 501(C)(3) | $25,000 | $0 | GRANT TO SUPPORT ROKOSZ NURSING SCHOLARSHIP ENDOWMENT |
| CREEK VALLEY HEALTH CLINIC | ||||||||
| 20 S COLVIN STREET 418 | COLORADO CITY | AZ | 86021 | 833039533 | 501(C)(3) | $70,000 | $0 | GRANTS TO SUPPORT BEHAVIORAL AND MENTAL HEALTH SERVICE PROGRAM AND CHRONIC DISEASE PREVENTION AND MANAGEMENT PROGRAM |
| FLAGSTAFF MEDICAL CENTER | ||||||||
| 1200 N BEAVER STREET | FLAGSTAFF | AZ | 86001 | 860110232 | 501(C)(3) | $84,549 | $0 | GRANTS TO SUPPORT HOSPITAL DEPARTMENT INITIATIVES INCLUDING RADIATION ONCOLOGY, PALLIATIVE CARE, PEDIATRIC TRAUMA, CHILDREN'S HEALTH, NATIVE AMERICAN INTERPRETER PROGRAM, AND OTHER PATIENT SUPPORT |
| GRIFFITH BLUE HEART NONPROFIT | ||||||||
| 5636 W TONOPAH DRIVE | GLENDALE | AZ | 85308 | 842908035 | 501(C)(3) | $92,206 | $0 | GRANT TO SUPPORT THE FLAGSTAFF POLICE HIGH-PERFORMANCE RESUSCITATION PROJECT |
| NORTH COUNTRY HEALTHCARE INC | ||||||||
| PO BOX 3630 | FLAGSTAFF | AZ | 860033630 | 860663432 | 501(C)(3) | $100,000 | $0 | GRANT TO SUPPORT A TEAM BASED CARE MODEL IN A RESIDENCY CLINIC PROJECT |
| NORTHERN ARIZONA UNIVERSITY FOUNDATION | ||||||||
| PO BOX 4094 | FLAGSTAFF | AZ | 86011 | 860193726 | 501(C)(3) | $21,000 | $0 | CONTRIBUTION TO SUPPORT A NURSING SCHOLARSHIP PROGRAM |
| RED FEATHER DEVELOPMENT GROUP | ||||||||
| PO BOX 907 | BOZEMAN | MT | 59771 | 911632134 | 501(C)(3) | $109,500 | $0 | GRANTS TO SUPPORT THE HEALTHY HEATING INITIATIVE AND TO FUND THE WATER & HYGIENE SOLUTIONS FOR NATIVE COMMUNITIES PROJECT. |
| TUBA CITY REGIONAL HEALTH CARE CORPORATION | ||||||||
| 167 N MAIN STREET/ PO BOX 600 | TUBA CITY | AZ | 860450600 | 043651340 | 501(C)(3) | $19,000 | $0 | GRANT TO FUND PPE PURCHASES |
| VERDE VALLEY MEDICAL CENTER | ||||||||
| 1200 N BEAVER STREET | FLAGSTAFF | AZ | 86001 | 860100882 | 501(C)(3) | $9,403 | $0 | GRANTS TO SUPPORT TO SUPPORT HOSPITAL RADIATION ONCOLOGY DEPARTMENT INITIATIVES INCLUDING PATIENT LODGING AND TRANSPORTATION AND MASTECTOMY BRAS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 9 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| SCHOLARSHIPS AWARDED TO INDIVIDUALS PURSUING CAREERS IN NURSING, BEHAVIORAL HEALTH, ALLIED HEALTH AND OTHER HEALTH RELATED FIELDS OF STUDY. | 19 | $39,300 |
| FINANCIAL ASSISTANCE FOR BURIAL ASSISTANCE | 1 | $5,000 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION ISSUES GRANTS PRIMARILY TO TAX-EXEMPT ORGANIZATIONS AND, HISTORICALLY, HAS RELIED ON THE GOOD GOVERNANCE PRACTICES OF THESE ENTITIES. THE ORGANIZATION INSTITUTED A ROBUST OVERSIGHT PROGRAM DURING FY18 TO MONITOR THE USE OF GRANT FUNDS, WHICH INCLUDES REQUIRING MID-TERM AND ANNUAL REPORTING BY THE GRANTEE AND ON-SIGHT INSPECTIONS BY ORGANIZATION PERSONNEL. THE ORGANIZATION CONTINUES TO IMPLEMENT THIS OVERSIGHT PROGRAM. THE ORGANIZATION AWARDS SCHOLARSHIPS TO INDIVIDUALS PURSUING CAREERS IN NURSING, BEHAVIORAL HEALTH, ALLIED HEALTH, AND OTHER HEALTH-RELATED FIELDS OF STUDY IN ACCORDANCE WITH A COMPETITIVE AND UNBIASED PROCESS ESTABLISHED BY THE ORGANIZATION. GRANTS OF FINANCIAL ASSISTANCE TO EMERGENCY MEDICAL TECHNICIANS AND THEIR FAMILIES ARE AWARDED BY THE ORGANIZATION BASED ON PROCEDURES ESTABLISHED BY NORTHERN ARIZONA HEALTHCARE CORPORATION ("NAHC"). THE ORGANIZATION RELIES ON NAHC'S GOVERNANCE PRACTICES TO ENSURE COMPLIANCE WITH NAHC'S POLICIES AND PROCEDURES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RICHARD A SMITH EDD | ||||||||||||||
| PRES./CEO/DIR. (THRU 07/2021) | $178,968 | $0 | $61,785 | $0 | $169,879 | $0 | $0 | $0 | $2,575 | $0 | $413,207 | $0 | $0 | $0 |
| MATTHEW BRASMER | ||||||||||||||
| VP DEVELOPMENT (THRU 9/21) | $154,342 | $0 | $104,996 | $0 | $789 | $0 | $3,501 | $0 | $543 | $0 | $264,171 | $0 | $0 | $0 |
| SANDRA KOWALSKI | ||||||||||||||
| OPS MGR/PRES/CEO/DIR (FROM 8/21) | $146,154 | $0 | $14,736 | $0 | $653 | $0 | $0 | $0 | $1,074 | $0 | $162,617 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE ORGANIZATION PAYS DUES FOR A MEMBERSHIP IT OWNS IN A LOCAL PRIVATE GOLF CLUB. BY VIRTUE OF THIS MEMBERSHIP, THE ORGANIZATION IS ALLOWED TO HOST ITS ANNUAL FUNDRAISING EVENT AND TO ENTERTAIN CURRENT AND PROSPECTIVE DONORS AT THIS CLUB FOR ACQUISITION AND CULTIVATION PURPOSES. THE ORGANIZATION'S CEO IS THE ONLY AUTHORIZED USER OF THIS SOCIAL MEMBERSHIP. THE ORGANIZATION REPORTS ALL PERSONAL USE (IF ANY) OF THIS SOCIAL MEMBERSHIP AS COMPENSATION. |
| PART I, LINE 3 | RICHARD SMITH'S COMPENSATION WAS DETERMINED AND PAID BY NORTHERN ARIZONA HEALTHCARE CORPORATION, BASED ON A MARKET COMPENSATION STUDY PERFORMED BY A THIRD-PARTY CONSULTANT. A COMPENSATION AND INCENTIVE PACKAGE WAS STRUCTURED BY THE COMPENSATION COMMITTEE OF THE ORGANIZATION'S BOARD OF DIRECTORS USING THE MARKET COMPENSATION STUDY, A WRITTEN CONTRACT, AND THE OPINION OF AN INDEPENDENT CONSULTANT. THE CONTRACT ENDED ON JUNE OF 2021. HEALTH FIRST CONTRACTED WITH RICHARD SMITH, AS AN INDEPENDENT CONTRACTOR, TO PROVIDE CONSULTING SERVICES DURING JULY 2021 AT SIMILAR RATES. SANDRA KOWALSKI'S COMPENSATION IS STRUCTURED UNDER A PERFORMANCE CONTRACT TIED TO THE ORGANIZATION'S MISSION. THE COMPENSATION COMMITTEE RELIED ON MARKET COMPENSATION STUDIES RELATED TO THIS EXECUTIVE POSITION. FURTHER, THE COMPENSATION COMMITTEE HIRED AN INDEPENDENT CONSULTING FIRM TO PROVIDE AN OPINION AS TO THE REASONABLENESS OF THE COMPENSATION PACKAGE FOR THIS POSITION. |
| PART I, LINES 4A-B | DURING THE 2021 TAX YEAR, THE ORGANIZATION'S FORMER VP OF DEVELOPMENT WAS PAID A SEVERANCE OF $7,040. THE ORGANIZATION'S FORMER CEO PARTICIPATED IN A 457(F) NONQUALIFIED DEFERRED COMPENSATION PLAN ESTABLISHED BY THE ORGANIZATION. THE FORMER CEO WAS THE ONLY PARTICIPANT IN THIS PLAN. DURING THE 2021 TAX YEAR, THE ORGANIZATION PAID $117,300 IN CUMULATIVE PLAN CONTRIBUTIONS TO THE FORMER CEO. THE ORGANIZATION'S FORMER VP OF DEVELOPMENT PARTICIPATED IN A 457(F) NONQUALIFIED DEFERRED COMPENSATION PLAN ESTABLISHED BY THE ORGANIZATION. THE FORMER VP OF DEVELOPMENT WAS THE ONLY PARTICIPANT IN THIS PLAN. DURING THE 2021 TAX YEAR, THE ORGANIZATION PAID $84,404 IN CUMULATIVE PLAN CONTRIBUTIONS TO THE FORMER VP OF DEVELOPMENT. |
| PART I, LINE 7 | THE ORGANIZATION MAKES ANNUAL PAYMENTS, WHICH ARE BASED ON MEETING VARIOUS FINANCIAL AND OTHER ORGANIZATIONAL GOALS. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 7A | NORTHERN ARIZONA HEALTHCARE CORPORATION HAS THE RIGHT TO APPOINT 20% OF THE TOTAL NUMBER OF VOTING DIRECTORS, ROUNDED UP TO THE NEAREST WHOLE NUMBER. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS PREPARED BY AN EXTERNAL ACCOUNTING FIRM BASED ON DATA COMPILED BY THE FOUNDATION'S FINANCE DEPARTMENT. THE FINANCE COMMITTEE OF THE FOUNDATION'S BOARD OF DIRECTORS REVIEWS THE DRAFT FORM 990 AND PROVIDES ADDITIONAL COMMENTS. THE FINANCE COMMITTEE, ACTING ON BEHALF OF THE FOUNDATION'S BOARD OF DIRECTORS, APPROVES THE FINAL DRAFT OF FORM 990 BEFORE IT IS FILED. IN ADDITION, A COPY OF THE FINAL DRAFT OF FORM 990 IS DISTRIBUTED TO THE FOUNDATION'S BOARD OF DIRECTORS BEFORE IT IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION REGULARLY MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY. BOARD MEMBERS AND OFFICERS ARE COVERED BY THE POLICY. COVERED INDIVIDUALS HAVE A DUTY TO DISCLOSE ALL MATERIAL FACTS IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICTS. THE DETERMINATION OF HOW TO PROCEED WITH A CONFLICT IS MADE BY THE MEMBERS OF THE GOVERNING BODY WHO ARE NOT AN INTERESTED PERSON WITH RESPECT TO THE PROPOSED TRANSACTION. AFTER DISCLOSURE OF ALL MATERIAL FACTS, THE INTERESTED PERSON LEAVES AND THE REMAINING MEMBERS OF THE GOVERNING BODY DELIBERATE AND VOTE ON THE EXISTENCE OF CONFLICT. WHEN A CONFLICT OF INTEREST IS IDENTIFIED, THE GOVERNING BODY, EXCLUDING THE INTERESTED PERSON, SHALL EXERCISE DUE DILIGENCE TO DETERMINE IF A MORE ADVANTAGEOUS TRANSACTION IS REASONABLY POSSIBLE UNDER THE CIRCUMSTANCES. THE GOVERNING BODY, EXCLUDING THE INTERESTED PERSON, VOTES WHETHER THE TRANSACTION IS IN THE ORGANIZATION'S BEST INTEREST, FOR ITS OWN BENEFIT, AND FAIR AND REASONABLE. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE FORMER PRESIDENT & CEO OF THE ORGANIZATION WAS EMPLOYED BY NORTHERN ARIZONA HEALTHCARE CORPORATION (NAHC), AN UNRELATED TAX-EXEMPT ORGANIZATION, AND WAS SECONDED TO THE ORGANIZATION. THE EMPLOYMENT CONTRACT BETWEEN NAHC AND THE FORMER PRESIDENT & CEO EXPIRED ON JUNE 30, 2021. THE ORGANIZATION CONTRACTED WITH THE FORMER PRESIDENT & CEO, AS AN INDEPENDENT CONTRACTOR, TO PROVIDE CONSULTING SERVICES DURING THE MONTH OF JULY 2021. THE CURRENT PRESIDENT & CEO IS EMPLOYED BY THE ORGANIZATION. THE ORGANIZATION'S COMPENSATION COMMITTEE STRUCTURED A COMPENSATION PACKAGE UNDER A PERFORMANCE CONTRACT TIED TO THE ORGANIZATION'S MISSION. THE COMPENSATION COMMITTEE RELIED ON MARKET COMPENSATION STUDIES RELATED TO THIS EXECUTIVE POSITION. FURTHER, THE COMPENSATION COMMITTEE HIRED AN INDEPENDENT CONSULTING FIRM TO PROVIDE AN OPINION AS TO THE REASONABLENESS OF THE COMPENSATION PACKAGE FOR THIS POSITION. THIS INFORMATION WAS REVIEWED AND APPROVED BY THE ORGANIZATION'S BOARD OF DIRECTORS IN LATE 2021. THE ORGANIZATION'S PRESIDENT & CEO, WITH ASSISTANCE FROM THE ORGANIZATION'S HR DEPARTMENT, DETERMINED COMPENSATION FOR ALL OTHER EMPLOYEES OF THE ORGANIZATION USING SALARY STUDIES OF COMPARABLE ORGANIZATIONS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT-OF-INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | BAD DEBT -937,734. REDUCED PREVIOUSLY ACCRUED GRANTS 55,000. |
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