SOUTHERN ARIZONA AIDS FOUNDATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SOUTHERN ARIZONA AIDS FOUNDATION (EIN 86-0864100)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-15
- IRS object ID
- 202511359349311931
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-15T14:40:31-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 860750225 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Keegan Linscott & Associates PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3443 N Campbell Avenue Suite 115 | AddressLine1Txt |
| City | Tucson | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85719 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 860864100 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Southern Arizona AIDS Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOUT | BusinessNameControlTxt |
| Phone | 5206287223 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 375 S Euclid Avenue | AddressLine1Txt |
| City | Tucson | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85719 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Patti Caldwell | PersonNm |
| Person Title | Board Chair | PersonTitleTxt |
| Phone | 5206287223 | PhoneNum |
| Signature | 2025-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Carla J Keegan | PreparerPersonNm |
| PTIN | P00596839 | PTIN |
| Phone | 5208840176 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Patti Caldwell | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 375 S Euclid Avenue | AddressLine1Txt |
| City | Tucson | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85719 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $18,795,998 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.saaf.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1997 | FormationYr |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Activity Or Mission | To promote health, well-being, and social justice for those living with HIV, LGBTQ+ individuals, and communities marginalized by society. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 162 | TotalEmployeeCnt |
| Total Volunteers | 90 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $12,117,497 | PYContributionsGrantsAmt |
| CY Contributions Grants | $13,384,331 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $127,921 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,194,863 | CYProgramServiceRevenueAmt |
| PY Investment Income | $752,389 | PYInvestmentIncomeAmt |
| CY Investment Income | $86,907 | CYInvestmentIncomeAmt |
| PY Other Revenue | $19,188 | PYOtherRevenueAmt |
| CY Other Revenue | $10,260 | CYOtherRevenueAmt |
| PY Total Revenue | $13,016,995 | PYTotalRevenueAmt |
| CY Total Revenue | $17,676,361 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,782,061 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $8,218,777 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,092,768 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,115,693 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $602,566 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,642,394 | PYOtherExpensesAmt |
| CY Other Expenses | $2,956,340 | CYOtherExpensesAmt |
| PY Total Expenses | $12,517,223 | PYTotalExpensesAmt |
| CY Total Expenses | $18,290,810 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $499,772 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$614,449 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $9,604,006 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,000,651 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,416,893 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,383,344 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $8,187,113 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $7,617,307 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | To promote health, well-being, and social justice for those living with HIV, LGBTQ+ individuals, and communities marginalized by society. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $9,260,866 | ExpenseAmt |
| Grant | $4,817,716 | GrantAmt |
| Desc | HIV Care: The Care Services Department ensures that people living with HIV/AIDS have access to the services they need to maintain optimal health and live as independently and safely as possible. SAAF continues to provide case management, medical case management, housing, psychosocial support, and other support services. Care Services programs are grouped into three primary areas: case management, support services, and housing services.Of all the people served last year, 95% were low, very low, or extremely low income, with 62% living below the federal poverty level. Due to the ongoing economic conditions and the stress of living with limited incomes, the demand remained high for services.SAAF provided services to 1,555 people living with HIV/AIDS and their household members throughout Southern Arizona including Pima, Cochise, Santa Cruz, Graham, and Greenlee counties. Of these, 181 were new clients to SAAF.Case Management Services: Case management provided needs assessments, the development of care and action plans, and the provision of or referral to necessary services. Case managers supported clients by linking them to medical care, behavioral health, substance abuse services, and other necessary social service programs.Support Services: Complementary therapies, dental services (provided statewide except for Maricopa and Pinal counties), food and nutrition services, including the Food for Life program and the food pantry, Ensure nutritional drink distribution, Harvest Days, emergency meals, and a annual holiday giving project are some of the support services provided to clients. Additionally, medication benefits management is provided for those clients enrolled through the Affordable Care Act federally facilitated marketplace (provided statewide) as well as medical benefits cost sharing assistance for those enrolled in statewide ADAP program. SAAF also provides support groups, transportation services, hygiene/cleaning supplies, and other personal support services.Housing Services: SAAF provides emergency shelter, transitional housing, and permanent supportive housing to people living with HIV. SAAF provided over 857 people (including households) with housing services to prevent homelessness. Additionally, SAAF assists our clients with rent/mortgage/utility assistance, with a goal of sustained housing by using the nationally recognized Housing First model approach. Housing case management services are provided to support clients in being successful in their housing, referring to other social services, and linking to HIV medical care.Adult Programs: SAAF's Anti-Violence Program (AVP) offers comprehensive support services for LGBTQ+ survivors of violence throughout Southern Arizona. Last year we assisted 85 clients with case management and emergency shelter. The program provides essential resources such as safety and goal planning, basic needs assistance, emergency and transitional housing, advocacy, and guidance navigating the legal system. SAAF's Anti-Violence Project actively works to respond to all forms of violence-including domestic violence, sexual assault, stalking, and hate violence-targeted at or within the LGBTQ+ community. The program emphasizes a client-centered, strengths-based, trauma-informed, and culturally competent approach to ensure survivors receive respectful, effective support tailored to their unique needs. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,367,789 | ExpenseAmt |
| Grant | $3,312,166 | GrantAmt |
| Desc | Prevention and Clinic: SAAF's Prevention Department uses empowering harm reduction approaches to cultivate healthier communities. With passion, compassion, humility, and creativity we make a difference. We create sex-positive, safer spaces, and provide culturally responsive services that are client-centered. We embrace and respect our communities through a flexible, non-judgmental approach. Never forgetting we are the communities we serve; we use our energy and expertise to foster social equity. We cultivate collaborative relationships to achieve comprehensive services. We are a team. We are supportive of each other-fiercely advocating for and with our communities. We are not afraid to push buttons. We don't wait for change. We initiate it! Prevent! Promote! Protect!Program Service Accomplishments: The Prevention Department provides HIV, Hepatitis C (HCV), and sexually transmitted infection (STI) testing, as well as health education, service navigation, and harm reduction support for individuals at increased risk for HIV and related health concerns. In calendar year 2024, the department conducted 1,445 HIV and of those 1,341 also got, in some combine dependent on their needs, Hep C and/or STI tests.Navigation services were provided to a total of 272 individuals across multiple areas of care, including:- 156 individuals navigated to pre-exposure prophylaxis (PrEP) services,- 4 individuals to post-exposure prophylaxis (PEP),- 25 individuals to Hepatitis C treatment,- 20 newly diagnosed and 70 previously diagnosed individuals to HIV care, and- 1 individual to substance use treatment services.The department participated in 64 community outreach events to provide health education, promote prevention services, and distribute harm reduction materials. Approximately 72,635 safer sex items were distributed through these and other outreach efforts.In 2024, 680 new individuals enrolled in the harm reduction program, bringing total participants to 1,945. Through this program, the department distributed approximately 302,534 sterile syringes in exchange for used ones to help reduce the spread of bloodborne infections and support safer injection practices. The program also distributed 4,087 doses of naloxone (Narcan), a life-saving opioid overdose reversal medication. Participants reported an estimated 573 overdose reversals because of having access to these supplies.These services directly support the organization's mission to reduce the impact of HIV/AIDS, prevent overdose deaths, and address related health disparities in Southern Arizona.Testing: Testing services are provided in Pima, Pinal, Maricopa counties. This includes screening, testing, and referrals as needed. The type of testing currently available are: Alere Determine Combo Test (20 minutes), INSTI Test (1 minute), OraQuick HCV Test (20 minutes), Chlamydia, gonorrhea, syphilis (labs, 5 days). SAAF testing services are available Monday-Friday.Pre-Exposure Prophylaxis (PrEP)/Hep C/Substance Use Navigation Services: These services are available primarily in Pima County for people at-risk of HIV transmission. Additionally these services are provided for people who are living with Hep C and want to get into treatment as well as people who have substance use issues and want to get into treatment. Education and support in provided to all participants, including readiness assessments, benefits coordination, and referrals to medical providers. PrEP lab support is available in Maricopa County only.Syringe Access Program (SAP): SAP is available in Pima County on Monday, Wednesday, and Friday. Participants also have access to HIV and Hep C testing, harm reduction supplies, and hygiene items. Over time SAP participants build relationships with staff, often leading to their accessing health related information, including options for substance use treatment options. SAAF provides harm reduction supplies throughout the state of Arizona to other Syringe Services Programs (SSPs).SAAF Health Clinic: SAAF Health is currently licensed for in-person visits and sees close to 200 patients monthly. We are coming up in our third full year of being licensed and patient growth is going well. We have been doing telehealth visits since April 2022 and have had over 1300 visits a year. The clinic has approximately 125 PrEP patients that use our providers and we consistently provide refills for 300+ other patients through our contract telehealth providers. In June 23, we launched an initiative to increase testing for HCV and we have cured 24 individuals and currently have 2 additional individuals starting their treatment journey. The 340B program is growing and has doubled our gross revenue from years two to three. This coming year we will focus on clinic growth for in-person visits and have added another fulltime Nurse Practitioner due to the increased growth. We have seen our therapy patients increase as well and the implementation of medication assisted treatment (MAT) program for substance use recovery is a driving factor of that increase. The pharmacy opened in February 2025. Our mobile unit is nearly completion and should be out in the community providing full service primary care services, testing and MAT services in the summer of 2025. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $970,197 | ExpenseAmt |
| Grant | $88,895 | GrantAmt |
| Desc | LGBTQ+ Youth Programs: Eon Youth Lounge: Through Eon programming, SAAF provides education, empowerment, support, and a safe space for LGBTQ+ youth. Youth Empowerment Leadership & Lifeskills (YELL): Substance abuse education/reduction and coalition building is provided to Eon youth participants in need.Arizona Life Links for Youth (ALLY): This program consists of suicide prevention as well as a LGBTQ youth arts initiative with the University of Arizona Museum of Art. The basic support services include housing, food, transportation, emergency rent and utility assistance, as well as essential medical services including dental care and medical benefits management. 271 new unduplicated youth and adults were served.Spectrum: Spectrum is a program collaboration with SIROW, the University of Arizona's Southwest Institute for Research on Women. Through this collaboration SAAF provides inclusive comprehensive sexual health education and HIV prevention groups, and individual prevention navigation services for LGBTQ+ youth and their allies. 20 youth are enrolled in the program. Highlights of SAAF's LGBTQ+ youth programs include.Fiscal Year 23 vs 24:Eon FY23: 125 new unduplicated youth Eon FY24: 149 new unduplicated youth - 19.2% increase YELL FY23: 45 youth in classes/workshopsYELL FY24: 201 youth in classes/workshops - 446.7% increaseFY23: 819 people reached through indirect servicesFY24: 1,661 people reached through tabling/outreach | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $15,598,852 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 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 | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | 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 | 459 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 162 | 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 |
| 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 | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | 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 |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAAF | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5206287223 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 375 S Euclid Avenue | AddressLine1Txt |
| City | Tucson | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85719 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Julia Wieland | ||||||||
| Chair | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Lauren Smith | ||||||||
| Presidnet | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Melissa Vito | ||||||||
| President-Elect | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Scott Koenig | ||||||||
| Treasurer | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Beth Myerson | ||||||||
| Treasurer | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Cynthia Garcia | ||||||||
| Secretary | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Marc Acuna | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Lauryn Bianco | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Lee Bucyk | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Patti Caldwell | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Joel Isais | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Beth Meyerson | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Pratichee Shukla | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Waco Starr | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Beth Frantz | ||||||||
| Chief Executive Officer | 40.00 | Yes (X) | $129,504 | $0 | $12,004 | 1.00 | ||
| Kurt Tullar | ||||||||
| Chief People and Culture Officer | 40.00 | Yes (X) | $112,868 | $0 | $5,456 | |||
| Monique Vallery | ||||||||
| Chief Development Officer | 40.00 | Yes (X) | $107,032 | $0 | $8,952 | |||
| Tabitha Fox | ||||||||
| Director of Finance and Operations | 40.00 | Yes (X) | $141,923 | $0 | $8,268 | |||
| Whitney Edwards | ||||||||
| Nurse Practitioner | 40.00 | $119,954 | $0 | $14,302 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $611,281 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $48,982 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| DELTA DENTAL OF ARIZONA | |||||
| PO BOX 741737 | LOS ANGELES | CA | 900741737 | Client dental services | $1,003,246 |
| BLUE CROSS BLUE SHIELD OF ARIZONA | |||||
| PO BOX 52719 | PHOENIX | AZ | 850722719 | Client medical services | $726,403 |
| Q CARE PLUS MEDICAL | |||||
| PO BOX 736654 | DALLAS | TX | 753736654 | Client medical services | $530,660 |
| FORT LOWELL REALTY & PROP MGNT | |||||
| PO BOX 36163 | TUCSON | AZ | 85740 | Property management and leasing company | $471,193 |
| SONORA QUEST LABORATORIES | |||||
| PO BOX 52880 | PHOENIX | AZ | 850722880 | Client laboratory services | $295,859 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $51,795 | FundraisingAmt |
| Government Grants | $12,775,811 | GovernmentGrantsAmt |
| All Other Contributions | $556,725 | AllOtherContributionsAmt |
| Noncash Contributions | $104,301 | NoncashContributionsAmt |
| Total Contributions | $13,384,331 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Clinic Programs | 621990 | $4,099,294 | $4,099,294 |
| Rental Income | 531390 | $79,969 | $79,969 |
| Management Fees | 900099 | $15,600 | $15,600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,194,863 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $31,484 | TotalRevenueColumnAmt |
| Exclusion | $31,484 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,115,000 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,059,577 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $55,423 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $55,423 | TotalRevenueColumnAmt |
| Exclusion | $55,423 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $55,437 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $51,795 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $49,421 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,016 | TotalRevenueColumnAmt |
| Exclusion | $6,016 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $12,326 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $10,639 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,687 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,687 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Income | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $2,557 | TotalRevenueColumnAmt |
| Exclusion | $2,557 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,557 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,676,361 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,196,550 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $95,480 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,218,777 | TotalAmt |
| Program Services | $8,218,777 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,768,102 | TotalAmt |
| Program Services | $4,292,246 | ProgramServicesAmt |
| Management And General | $1,121,525 | ManagementAndGeneralAmt |
| Fundraising | $354,331 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $932,716 | TotalAmt |
| Program Services | $726,764 | ProgramServicesAmt |
| Management And General | $158,373 | ManagementAndGeneralAmt |
| Fundraising | $47,579 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $414,875 | TotalAmt |
| Program Services | $323,267 | ProgramServicesAmt |
| Management And General | $70,445 | ManagementAndGeneralAmt |
| Fundraising | $21,163 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,213 | TotalAmt |
| Management And General | $21,213 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,011 | TotalAmt |
| Management And General | $50,011 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,917 | TotalAmt |
| Management And General | $3,917 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,130,252 | TotalAmt |
| Program Services | $850,571 | ProgramServicesAmt |
| Management And General | $168,713 | ManagementAndGeneralAmt |
| Fundraising | $110,968 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,461 | TotalAmt |
| Program Services | $63,464 | ProgramServicesAmt |
| Management And General | $16,392 | ManagementAndGeneralAmt |
| Fundraising | $7,605 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $184,613 | TotalAmt |
| Program Services | $130,685 | ProgramServicesAmt |
| Management And General | $45,716 | ManagementAndGeneralAmt |
| Fundraising | $8,212 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $578,561 | TotalAmt |
| Program Services | $490,875 | ProgramServicesAmt |
| Management And General | $78,010 | ManagementAndGeneralAmt |
| Fundraising | $9,676 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $186,747 | TotalAmt |
| Program Services | $153,890 | ProgramServicesAmt |
| Management And General | $22,394 | ManagementAndGeneralAmt |
| Fundraising | $10,463 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,113 | TotalAmt |
| Program Services | $296 | ProgramServicesAmt |
| Management And General | $30,817 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $230,882 | TotalAmt |
| Program Services | $193,377 | ProgramServicesAmt |
| Management And General | $35,538 | ManagementAndGeneralAmt |
| Fundraising | $1,967 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $146,938 | TotalAmt |
| Program Services | $1,216 | ProgramServicesAmt |
| Management And General | $144,282 | ManagementAndGeneralAmt |
| Fundraising | $1,440 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Subrecipient | $135,017 | $135,017 | ||
| Dues and Subscriptions | $45,674 | $9,687 | $25,757 | $10,230 |
| Printing and Advertisin | $19,628 | $5,497 | $1,639 | $12,492 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,313 | TotalAmt |
| Program Services | $3,223 | ProgramServicesAmt |
| Management And General | $94,650 | ManagementAndGeneralAmt |
| Fundraising | $6,440 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,290,810 | TotalAmt |
| Program Services | $15,598,852 | ProgramServicesAmt |
| Management And General | $2,089,392 | ManagementAndGeneralAmt |
| Fundraising | $602,566 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,332,275 | BOYAmt |
| EOY | $1,079,999 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,622 | BOYAmt |
| EOY | $34,487 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,902,364 | BOYAmt |
| EOY | $3,962,355 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $192,184 | BOYAmt |
| EOY | $230,827 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,909 | BOYAmt |
| EOY | $23,028 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $169,320 | BOYAmt |
| EOY | $190,816 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $5,697,157 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,730,763 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,956,602 | BOYAmt |
| EOY | $2,966,394 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,385,676 | BOYAmt |
| EOY | $375,666 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $608,054 | BOYAmt |
| EOY | $1,137,079 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,604,006 | BOYAmt |
| EOY | $10,000,651 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $974,862 | BOYAmt |
| EOY | $974,221 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $40,960 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $222,075 | BOYAmt |
| EOY | $678,034 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $219,956 | BOYAmt |
| EOY | $690,129 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,416,893 | BOYAmt |
| EOY | $2,383,344 | 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 | $7,375,231 | BOYAmt |
| EOY | $6,924,517 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $811,882 | BOYAmt |
| EOY | $692,790 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,187,113 | BOYAmt |
| EOY | $7,617,307 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,604,006 | BOYAmt |
| EOY | $10,000,651 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$614,449 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $44,643 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,711,564 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,016,989 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,816,044 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,117,497 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,384,331 | CurrentTaxYearAmt |
| Total | $61,046,425 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,711,564 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,016,989 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,816,044 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,117,497 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,384,331 | CurrentTaxYearAmt |
| Total | $61,046,425 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $61,046,425 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,408 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,280 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | -$22,312 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,329 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $31,484 | CurrentTaxYearAmt |
| Total | $66,189 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $61,112,614 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $684,792 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.99890 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99920 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $261,600 | OtherCostOrOtherBasisAmt |
| Book Value | $261,600 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,064,238 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,406,027 | DepreciationAmt |
| Book Value | $2,658,211 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $232,456 | OtherCostOrOtherBasisAmt |
| Depreciation | $204,378 | DepreciationAmt |
| Book Value | $28,078 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $138,863 | OtherCostOrOtherBasisAmt |
| Depreciation | $120,358 | DepreciationAmt |
| Book Value | $18,505 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,966,394 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (5 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Beneficial Interest in Assets Held by Community Foundation | $414,770 |
| Due from Affiliate | $57,080 |
| Finance Lease ROU Assets | $37,080 |
| Operating Lease ROU Assets | $618,080 |
| Partnership Interest | $10,069 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,137,079 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Finance Lease Liabilities | $38,360 |
| Operating Lease Liabilities | $650,768 |
| Tenant Security Deposits | $1,001 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $690,129 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part X, Line 2: | FormAndLineReferenceDesc |
| Explanation | SAAF and Stephenson Place are separately exempt from federal income tax under Section 501(c)(3) of the Internal Revenue Code. However, income from certain activities not directly related to SAAF's and Stephenson Place's tax-exempt purpose may be subject to taxation as unrelated business income. In addition, SAAF and Stephenson Place qualify for the charitable contribution deduction under Section 170(b)(1)(A) and have both been classified as organizations other than private foundations under Section 509(a)(2). The LLC, as a single member LLC, is a disregarded entity for tax purposes. Accordingly, no separate provision for income tax has been made in these consolidated financial statements. Management has considered its tax positions in accordance with the accounting standard for uncertainty in income taxes and believes that all positions taken in its federal and state exempt organization tax returns are more likely than not to be sustained upon examination. In addition, Management is not aware of any matters which would cause the Organization to lose its tax-exempt status. The Organization's returns are subject to examination by federal and state taxing authorities, generally for three years and four years, respectively, after they are filed. Should the Organization ever be subject to interest and penalties related to unrecognized tax benefits, they would be classified in management and general expenses in its accompanying consolidated financial statements. During the year ended June 30, 2024, the Organization did not recognize any interest and penalties. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Fundraising events | Event1Nm |
| Gross Receipts Event1 | $107,232 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $51,795 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $55,437 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $49,421 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $107,232 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $51,795 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $55,437 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $49,421 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $49,421 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $6,016 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Client Services and Support | GrantTypeTxt |
| Recipient | 7085 | RecipientCnt |
| Cash Grant | $8,114,476 | CashGrantAmt |
| Non Cash Assistance | $104,301 | NonCashAssistanceAmt |
| Valuation Method Used | Actual cash value, FMV of donations | ValuationMethodUsedDesc |
| Non Cash Assistance | Medical, counseling, food, shelter | NonCashAssistanceDesc |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Tabitha Fox | PersonNm |
| Title | Director of Finance and Operations | TitleTxt |
| Base Compensation Filing Org | $141,923 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $3,158 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $5,110 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $150,191 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | Assistance | Desc |
| Contribution | 269 | ContributionCnt |
| Noncash Contributions Rpt F990 | $104,301 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 4 | The Bylaws of SAAF were amended on June 27, 2024. |
| Form 990, Part VI, Section B, line 11b | Finance Committee reviews 990 prior to filing. |
| Form 990, Part VI, Section B, line 12c | Board members sign a conflict of interest for annually, items are investigated as necessary, board members abstain from voting on any matters in which a conflict may be present. |
| Form 990, Part VI, Section B, line 15a | SAAF used the non-profit salary survey that we participated in and also used a survey of other non-profits in Tucson, via email. The NonProfit Tims provides a salary survey which was also used. |
| Form 990, Part VI, Section C, line 19 | Documents are available on the organization's website and upon request. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Stephenson Place | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 375 S Euclid Ave | AddressLine1Txt |
| City | Tucson | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85719 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 860766137 | EIN |
| Primary Activities | Charitable | PrimaryActivitiesTxt |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | Line 7 | PublicCharityStatusTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Stephenson Place | ||
| D | $57,080 | Actual amount loaned |
| Stephenson Place | ||
| L | $15,600 | Actual amount paid |
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