EASTERSEALS BLAKE FOUNDATION: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- EASTERSEALS BLAKE FOUNDATION (EIN 86-0093224)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-08-15
- IRS object ID
- 202302279349304175
- Schema version
- 2021v4.2
- 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 J
- Schedule M
- Schedule O
- Schedule R
- Reasonable Cause Explanation
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-15T16:58:04-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 860558065 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEINFELD MEECH & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10120 N ORACLE RD | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85704 | 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 | 860093224 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EASTERSEALS BLAKE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EAST | BusinessNameControlTxt |
| Phone | 5203271529 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7750 E BROADWAY BLVD A200 | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85710 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVEN M GUTHRIE | PersonNm |
| Person Title | CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 5203271529 | PhoneNum |
| Signature | 2023-08-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | STEVEN | PersonFirstNm |
| Person Last | GUTHRIE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | COREY ARVIZU CPA | PreparerPersonNm |
| PTIN | P01777649 | PTIN |
| Phone | 5207422611 | PhoneNum |
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) |
|---|---|---|
| Principal Officer | STEVEN M GUTHRIE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7750 E BROADWAY BLVD A200 | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85710 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $42,606,636 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.EASTERSEALS.COM/BLAKEFOUNDATION | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1950 | FormationYr |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Activity Or Mission | EASTERSEALS BLAKE FOUNDATION IS DEDICATED TO THE VISION OF A SOUTHERN ARIZONA COMMUNITY WHERE ALL PEOPLE LIVE HEALTHY, PRODUCTIVE AND INDEPENDENT LIVES. THE MISSION OF THE FOUNDATION IS TO ENABLE EACH INDIVIDUAL SERVED TO DISCOVER AND MEET HIS OR HER MAXIMUM POTENTIAL FOR INDEPENDENT, PRODUCTIVE LIVING, AND DEVELOPMENTAL GROWTH. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 1061 | TotalEmployeeCnt |
| Total Volunteers | 47 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $9,591,411 | PYContributionsGrantsAmt |
| CY Contributions Grants | $10,299,087 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $28,250,149 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $32,004,809 | CYProgramServiceRevenueAmt |
| PY Investment Income | $50,338 | PYInvestmentIncomeAmt |
| CY Investment Income | $264,722 | CYInvestmentIncomeAmt |
| PY Other Revenue | $4,402 | PYOtherRevenueAmt |
| CY Other Revenue | -$40,015 | CYOtherRevenueAmt |
| PY Total Revenue | $37,896,300 | PYTotalRevenueAmt |
| CY Total Revenue | $42,528,603 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $28,777,284 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $29,820,807 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $28,824 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $410,833 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $9,268,714 | PYOtherExpensesAmt |
| CY Other Expenses | $12,416,649 | CYOtherExpensesAmt |
| PY Total Expenses | $38,045,998 | PYTotalExpensesAmt |
| CY Total Expenses | $42,266,280 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$149,698 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $262,323 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $8,663,056 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,401,892 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,832,258 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,308,713 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,830,798 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,093,179 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | EASTERSEALS BLAKE FOUNDATION IS DEDICATED TO THE VISION OF A SOUTHERN ARIZONA COMMUNITY WHERE ALL PEOPLE LIVE HEALTHY, PRODUCTIVE AND INDEPENDENT LIVES. THE MISSION OF THE FOUNDATION IS TO ENABLE EACH INDIVIDUAL SERVED TO DISCOVER AND MEET HIS OR HER MAXIMUM POTENTIAL FOR INDEPENDENT, PRODUCTIVE LIVING, AND DEVELOPMENTAL GROWTH. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $8,368,736 | ExpenseAmt |
| Revenue | $1,625,203 | RevenueAmt |
| Desc | BLAKE CHILDREN & FAMILY (BCF) BLAKE CHILDREN & FAMILY (BCF) SERVED MORE THAN 2,500 CHILDREN AND FAMILIES ACROSS 10 COUNTIES OF SOUTHERN ARIZONA. BCF'S NAEYC ACCREDITED EARLY LEARNING PROGRAMS PREPARED CHILDREN FOR PRIMARY SCHOOLING THROUGH A SUPPORTIVE ENVIRONMENT FOCUSED ON CHILDREN'S SOCIAL, EMOTIONAL, COGNITIVE, AND PHYSICAL DEVELOPMENTAL NEEDS. BCF PROVIDED FAMILIES ACCESS TO EARLY AND INTENSIVE SUPPORT VIA EVIDENCE-BASED PROGRAMMING, INCLUDING NURSE FAMILY PARTNERSHIP, PARENTS AS TEACHERS, AND EARLY HEAD START. ADDITIONALLY, 2000 EARLY CHILDHOOD PROFESSIONALS WERE SERVED AND PROVIDED WITH ACCESS TO RESOURCES, EDUCATION, AND TRAINING SPECIALIZED TO PROMOTE CHILDREN'S OVERALL DEVELOPMENT AND WELL-BEING. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $16,869,459 | ExpenseAmt |
| Revenue | $17,835,916 | RevenueAmt |
| Desc | EASTERSEALS BLAKE BEHAVIORAL HEALTH PROVIDED COMPREHENSIVE BEHAVIORAL HEALTH TREATMENT FOR CHILDREN, ADULTS, AND FAMILIES THROUGHOUT ARIZONA. THESE SERVICES INCLUDED INDIVIDUAL AND GROUP COUNSELING, PSYCHIATRIC SERVICES, SEMI-INDEPENDENT LIVING, RESIDENTIAL ADULT TREATMENT, AND APPLIED BEHAVIORAL INTERVENTIONS FOR ARIZONANS OF ALL AGES. THE BEHAVIORAL HEALTH PROGRAMS OF EASTERSEALS BLAKE FOUNDATION EMPHASIZE EASY ACCESS, COMPREHENSIVE CARE, EXCELLENT OUTCOMES THROUGH THE USE OF EVIDENCE-BASED PRACTICES, AND EXCEPTIONAL SERVICE BUILT ON A CULTURE OF ENGAGEMENT AND WELLNESS. BLAKE BEHAVIORAL HEALTH IS A DESIGNATED CENTER OF EXCELLENCE FOR PROVIDING BEHAVIORAL HEALTH SERVICES FOR CHILDREN BY BANNER AND ARIZONA COMPLETE HEALTH. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $11,973,632 | ExpenseAmt |
| Revenue | $12,543,690 | RevenueAmt |
| Desc | EASTERSEALS BLAKE FOUNDATION'S BLAKE EMPLOYMENT AND COMMUNITY LIVING PROGRAMS PROVIDE SERVICES TO INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES IN 3 COUNTIES OF SOUTHERN ARIZONA. INDIVIDUALIZED RESIDENTIAL AND DAY PROGRAMS ALONG WITH EMPLOYMENT SERVICES, SUPPORT THE PERSONAL GROWTH AND INDEPENDENCE OF OUR MORE THAN 150 MEMBERS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $37,211,827 | 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 | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | 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 | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 110 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1061 | 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 | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| 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 |
| 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 | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | 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 |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVEN M GUTHRIE | PersonNm |
| Phone | 5203271529 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7750 E BROADWAY BLVD SUITE A200 | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85710 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| DANNY BLAKE | |||||||||
| TRUSTEE UNTIL 4/25/22 | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| BETSY BRUCE | |||||||||
| TRUSTEE | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BRIAN CONNELLY | |||||||||
| SECRETARY | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| JEFFRY GARDNER | |||||||||
| TRUSTEE | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GENE GOLDSTEIN | |||||||||
| PRESIDENT | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| DAVID IACONIS | |||||||||
| TRUSTEE | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GREGORY LEINER | |||||||||
| TRUSTEE | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES MAINA | |||||||||
| TRUSTEE | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ERIC MEYERS | |||||||||
| PRESIDENT EMERITUS | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GABRIELLE FICCHI | |||||||||
| TRUSTEE | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JASON SMITH | |||||||||
| TRUSTEE | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SHAY STAUTZ | |||||||||
| TRUSTEE | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES WOODROW | |||||||||
| TREASURER | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| JOEY MEDINA | |||||||||
| TRUSTEE | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STEVEN M GUTHRIE | |||||||||
| CAO UNTIL 4/30/21, CEO AFT | 35.00 | 5.00 | $193,193 | $0 | $35,617 | Yes (X) | |||
| LAURA MORALES | |||||||||
| COO | 35.00 | 5.00 | $181,957 | $0 | $28,075 | Yes (X) | |||
| MARISSA ARENDT | |||||||||
| CFO | 25.00 | 15.00 | $170,167 | $0 | $25,881 | Yes (X) | |||
| DINA SCALONE | |||||||||
| CPO | 20.00 | 20.00 | $111,101 | $0 | $30,032 | Yes (X) | |||
| MEGAN WILLS | |||||||||
| CCPO | 36.00 | 4.00 | $112,734 | $0 | $11,322 | Yes (X) | |||
| CHRISTOPHER BRYAN | |||||||||
| SENIOR DIRECTOR OF INFRASTRUCTURE SERVICES | 34.00 | 6.00 | $103,652 | $0 | $16,035 | Yes (X) | |||
| CARLY ZIES | |||||||||
| CCO | 25.00 | 15.00 | $107,400 | $0 | $11,245 | Yes (X) | |||
| JEAN MILLEN | |||||||||
| PROGRAM DIRECTOR UNTIL 1/15/22 | 35.00 | 5.00 | $98,735 | $0 | $13,950 | Yes (X) | |||
| SALLY BOEVE | |||||||||
| CMO AFTER 9/7/21 | 40.00 | 0.00 | $78,884 | $0 | $2,119 | Yes (X) | |||
| AHMAD TAYLOR | |||||||||
| PHYSICIAN ASSISTANT | 40.00 | 0.00 | $112,453 | $0 | $9,678 | Yes (X) | |||
| KRISTIN SHILSON | |||||||||
| PSYCHIATRIC NURSE PRACTIONER | 40.00 | 0.00 | $113,410 | $0 | $4,025 | Yes (X) | |||
| EMA KAMMEYER | |||||||||
| CEO UNTIL 4/30/21 | 25.00 | 15.00 | $278,610 | $0 | $17,276 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,662,296 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $205,255 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 10 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | 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 |
|---|---|---|---|---|---|
| CAPGROW HOLDING JV SUB II LLC | |||||
| 320 W OHIO STREET STE 650 N | CHICAGO | IL | 60654 | RENTS | $485,767 |
| FASPSYCH LLC | |||||
| 8687 E VIA DE VENTURA | SCOTTSDALE | AZ | 85258 | PSYCHIATRIC ASSESSMENTS/SERVICES | $476,408 |
| UNITED WAY CAPITAL CORP | |||||
| 4750 N ORACLE RD STE 210 | TUCSON | AZ | 85705 | RENTS | $222,332 |
| NVISION CAPITAL | |||||
| P O BOX 448 | CORONA DEL MAR | CA | 92625 | RENTS | $174,137 |
| THE PRIMAVERA FOUNDATION INC | |||||
| 151 WEST 40TH STREET | TUCSON | AZ | 85713 | RENTS | $118,300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $2,563,034 | FederatedCampaignsAmt |
| Fundraising | $111,680 | FundraisingAmt |
| Government Grants | $7,174,436 | GovernmentGrantsAmt |
| All Other Contributions | $449,937 | AllOtherContributionsAmt |
| Noncash Contributions | $156,714 | NoncashContributionsAmt |
| Total Contributions | $10,299,087 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| FEE FOR SERVICE CONTRA | 611710 | $31,264,964 | $31,264,964 |
| TUITION AND FEES | 900099 | $393,017 | $393,017 |
| COMMUNITY LIVING RENTA | 531110 | $256,050 | $256,050 |
| OTHER INCOME | 900099 | $45,411 | $45,411 |
| RETAIL SALES | 561300 | $45,367 | $45,367 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $32,004,809 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$677 | TotalRevenueColumnAmt |
| Exclusion | -$677 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $266,279 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $880 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $265,399 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $265,399 | TotalRevenueColumnAmt |
| Exclusion | $265,399 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $37,138 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $111,680 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $77,153 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$40,015 | TotalRevenueColumnAmt |
| Exclusion | -$40,015 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $42,528,603 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $32,004,809 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $224,707 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,599,287 | TotalAmt |
| Program Services | $1,067,734 | ProgramServicesAmt |
| Management And General | $1,423,927 | ManagementAndGeneralAmt |
| Fundraising | $107,626 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,644,950 | TotalAmt |
| Program Services | $21,389,436 | ProgramServicesAmt |
| Management And General | $1,175,813 | ManagementAndGeneralAmt |
| Fundraising | $79,701 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,303,088 | TotalAmt |
| Program Services | $2,023,657 | ProgramServicesAmt |
| Management And General | $251,725 | ManagementAndGeneralAmt |
| Fundraising | $27,706 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,273,482 | TotalAmt |
| Program Services | $2,058,008 | ProgramServicesAmt |
| Management And General | $200,297 | ManagementAndGeneralAmt |
| Fundraising | $15,177 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $339,806 | TotalAmt |
| Management And General | $339,806 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,091 | TotalAmt |
| Management And General | $58,091 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $163,225 | TotalAmt |
| Management And General | $163,225 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,824 | TotalAmt |
| Fundraising | $28,824 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,945,895 | TotalAmt |
| Program Services | $1,636,859 | ProgramServicesAmt |
| Management And General | $308,822 | ManagementAndGeneralAmt |
| Fundraising | $214 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,402 | TotalAmt |
| Fundraising | $113,402 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,236,299 | TotalAmt |
| Program Services | $1,156,607 | ProgramServicesAmt |
| Management And General | $75,824 | ManagementAndGeneralAmt |
| Fundraising | $3,868 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $428,582 | TotalAmt |
| Program Services | $296,570 | ProgramServicesAmt |
| Management And General | $122,043 | ManagementAndGeneralAmt |
| Fundraising | $9,969 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,275,473 | TotalAmt |
| Program Services | $2,219,560 | ProgramServicesAmt |
| Management And General | $55,412 | ManagementAndGeneralAmt |
| Fundraising | $501 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,170,030 | TotalAmt |
| Program Services | $1,102,698 | ProgramServicesAmt |
| Management And General | $59,043 | ManagementAndGeneralAmt |
| Fundraising | $8,289 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33 | TotalAmt |
| Management And General | $33 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $195,087 | TotalAmt |
| Program Services | $86,491 | ProgramServicesAmt |
| Management And General | $108,596 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $118,701 | TotalAmt |
| Program Services | $80,601 | ProgramServicesAmt |
| Management And General | $38,100 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| BAD DEBT EXPENSE | $3,678,920 | $3,678,907 | $13 | |
| EQUIPMENT | $253,197 | $178,302 | $309 | $74,586 |
| OTHER OPERATING | $230,769 | $77,405 | $14,376 | $138,988 |
| STAFF RECRUITMENT | $194,429 | $158,868 | $858 | $34,703 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,710 | TotalAmt |
| Program Services | $124 | ProgramServicesAmt |
| Management And General | $14,586 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,266,280 | TotalAmt |
| Program Services | $37,211,827 | ProgramServicesAmt |
| Management And General | $4,643,620 | ManagementAndGeneralAmt |
| Fundraising | $410,833 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,509,117 | BOYAmt |
| EOY | $5,045,668 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $240 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,076,023 | BOYAmt |
| EOY | $3,280,902 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,013 | BOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,265 | BOYAmt |
| EOY | $2,692 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $229,519 | BOYAmt |
| EOY | $223,081 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,563,995 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,413,624 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $276,669 | BOYAmt |
| EOY | $150,371 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $885,546 | BOYAmt |
| EOY | $836,937 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $455,000 | BOYAmt |
| EOY | $409,500 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $175,904 | BOYAmt |
| EOY | $452,501 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,663,056 | BOYAmt |
| EOY | $10,401,892 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,674,669 | BOYAmt |
| EOY | $2,066,126 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,191 | BOYAmt |
| EOY | $2,280,795 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $182,798 | BOYAmt |
| EOY | $83,882 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $936,600 | BOYAmt |
| EOY | $877,910 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,832,258 | BOYAmt |
| EOY | $5,308,713 | 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 | $4,820,798 | BOYAmt |
| EOY | $5,080,693 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,000 | BOYAmt |
| EOY | $12,486 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,830,798 | BOYAmt |
| EOY | $5,093,179 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,663,056 | BOYAmt |
| EOY | $10,401,892 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $262,323 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $58 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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 | $24,095,060 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,092,062 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,321,430 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,591,411 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,299,027 | CurrentTaxYearAmt |
| Total | $78,398,990 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $24,095,060 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,092,062 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,321,430 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,591,411 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,299,027 | CurrentTaxYearAmt |
| Total | $78,398,990 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $78,398,990 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $8,769 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,516 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | -$677 | CurrentTaxYearAmt |
| Total | $27,608 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $41,174 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $50,924 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $68,071 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,018 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $37,138 | CurrentTaxYearAmt |
| Total | $218,325 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $78,644,923 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $113,944,558 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.99690 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99710 | PublicSupportPY170Pct |
| 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 | SPECIAL EVENT REVENUE - 2017 AMOUNT: $ 41,174. 2018 AMOUNT: $ 50,924. 2019 AMOUNT: $ 68,071. 2020 AMOUNT: $ 21,018. 2021 AMOUNT: $ 37,138. | 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
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $655,793 | OtherCostOrOtherBasisAmt |
| Depreciation | $580,917 | DepreciationAmt |
| Book Value | $74,876 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $582,227 | OtherCostOrOtherBasisAmt |
| Depreciation | $531,517 | DepreciationAmt |
| Book Value | $50,710 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $325,975 | OtherCostOrOtherBasisAmt |
| Depreciation | $301,190 | DepreciationAmt |
| Book Value | $24,785 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $150,371 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| INTERCOMPANY PAYABLE | $29,005 |
| CASH ACCOUNTS HELD FOR CLIENTS | $15,786 |
| DEFERRED COMPENSATION LIABILITY | $833,119 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $877,910 | 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 | THE ORGANIZATION'S POLICY IS TO DISCLOSE OR RECOGNIZE INCOME TAX POSITIONS BASED ON MANAGEMENT'S ESTIMATE OF WHETHER IT IS REASONABLY POSSIBLE OR PROBABLE, RESPECTIVELY, THAT A LIABILITY HAS BEEN INCURRED FOR UNRECOGNIZED INCOME TAX POSITIONS. AS OF JUNE 30, 2022, THERE WERE NO UNCERTAIN TAX POSITIONS THAT ARE POTENTIALLY MATERIAL. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAISE THE BAR | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4388 W TOMBOLO TRAIL | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85745 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | GRANT WRITING | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $137,500 | GrossReceiptsAmt |
| Retained By Contractor | $28,824 | RetainedByContractorAmt |
| Net To Organization | $108,676 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $137,500 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $28,824 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $108,676 | TotalNetToOrganizationAmt |
| Licensed States | AZ | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | COOKING WITH THE STARS | Event1Nm |
| Gross Receipts Event1 | $102,044 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $81,370 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $20,674 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $13,933 | NonCashPrizesEvent1Amt |
| Food And Beverage Event1 | $23,210 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $10,231 | OtherDirectExpensesEvent1Amt |
| Event2 | FUN IN THE SUN | Event2Nm |
| Gross Receipts Event2 | $46,774 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $30,310 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $16,464 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $7,039 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $9,283 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $6,836 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $6,621 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $148,818 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $111,680 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $37,138 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $20,972 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $9,283 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $30,046 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $16,852 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $77,153 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$40,015 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| EMA KAMMEYER | ||||||||||||||
| CEO UNTIL 4/30/21 | $276,494 | $0 | $40 | $0 | $2,076 | $0 | $13,138 | $0 | $4,138 | $0 | $295,886 | $0 | $0 | $0 |
| STEVEN M GUTHRIE | ||||||||||||||
| CAO UNTIL 4/30/21, CEO AFT | $188,612 | $0 | $0 | $0 | $4,581 | $0 | $15,906 | $0 | $19,711 | $0 | $228,810 | $0 | $0 | $0 |
| LAURA MORALES | ||||||||||||||
| COO | $178,963 | $0 | $45 | $0 | $2,949 | $0 | $15,339 | $0 | $12,736 | $0 | $210,032 | $0 | $0 | $0 |
| MARISSA ARENDT | ||||||||||||||
| CFO | $164,734 | $0 | $45 | $0 | $5,388 | $0 | $15,195 | $0 | $10,686 | $0 | $196,048 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $1,442 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST/SELLING PRICE | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 487 | ContributionCnt |
| Noncash Contributions Rpt F990 | $127,878 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST/SELLING PRICE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | AUCTION ITEMS | 140 | $17,724 | COST/SELLING PRICE |
| Yes (X) | GRAPHIC DESIGN AND PRINTING | 30 | $9,670 | COST/SELLING PRICE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| 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 (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | THE ARTICLES OF INCORPORATION WERE AMENDED AND RESTATED ON JANUARY 26, 2022 TO CHANGE THE NAME "EASTER SEALS BLAKE FOUNDATION" IS CHANGED TO "EASTERSEALS BLAKE FOUNDATION". THE BYLAWS WERE AMENDED AND RESTATED ON JANUARY 26, 2022. THE FOLLOWING CHANGES WERE MADE: ARTICLE II PURPOSES THE PARAGRAPH "THE FOUNDATION WILL PROVIDE OPPORTUNITIES, SUPPORTS AND SERVICES TO INFANTS, CHILDREN, ADULTS AND FAMILIES WITH COMPASSION AND RESPECT FOR THEM AS VALUED MEMBERS OF THEIR COMMUNITIES, INVOLVED AND PARTICIPATING BASED ON THEIR OWN CHOICES. THESE PROGRAMS SHALL BE DESIGNED TO PROMOTE THE FULLEST DEVELOPMENT OF INDIVIDUAL POTENTIAL AND SKILLS AVAILABLE TO EACH INDIVIDUAL CLIENT, AND AIM TO FILL GAPS IN ESSENTIAL TREATMENTS AND SERVICES LEFT BY EXISTING SOCIAL SERVICE PROGRAMS" IS CHANGED TO "THE ORGANIZATION WILL IMPLEMENT PROGRAMS AND PROVIDE SERVICES TO CHILDREN, ADULTS AND FAMILIES TO PROMOTE HEALTH AND INDEPENDENCE." ARTICLE III OFFICES SECTION GENERAL THE NAME "TRUSTEE" IS CHANGED TO "DIRECTOR". THE NAME "FOUNDATION" IS CHANGED TO ORGANIZATION". ARTICLE V BOARD OF TRUSTEES SECTION DUTIES OF THE TRUSTEES (DIRECTORS) THE PARAGRAPH IS ADDED. "THE DIRECTORS SHALL BE RESPONSIBLE FOR RAISING FUNDS NECESSARY TO MEET THE ORGANIZATION'S EXPENSES OF OPERATION NOT OTHERWISE PROVIDED BY THE AGENCY'S CONTRACTED REVENUES AND PROGRAM FEES BY IMPLEMENTING A PROGRAM WHICH ENCOURAGES AND FACILITATES CHARITABLE DONATIONS AND BEQUESTS TO THE ORGANIZATION. THE DIRECTORS SHALL HAVE THE RESPONSIBILITY OF INCREASING PUBLIC UNDERSTANDING OF THE FUNCTIONS OF AND NECESSITY FOR THE WORK OF THE ORGANIZATION; AND TO PREPARE GUIDELINES, WHEN NECESSARY, IN APPROACHING THE PUBLIC FOR PUBLICATION OF THE FOREGOING INFORMATION. ALL DIRECTORS SHALL BE REQUIRED TO MAKE AN ANNUAL FINANCIAL COMMITMENT TO THE ORGANIZATION'S FUND-RAISING GOALS FOR THE YEAR." SECTION NUMBER AND TERM OF OFFICE. THE "MULTIPLE CONSECUTIVE TERMS ARE PERMITTED" SENTENCE IS ADDED. SECTION NOMINATION OF TRUSTEES (DIRECTORS) IN THE PARAGRAPH "AT LEAST 15 DAYS PRIOR TO ANY REGULARLY SCHEDULED MEETING MAY BE PRESENTED FOR MEMBERSHIP AND VOTED UPON AT ANY REGULARLY SCHEDULED MEETING OF THE BOARD OF DIRECTORS THE BOARD DEVELOPMENT OR NOMINATING COMMITTEE SHALL GIVE NOTICE TO ALL MEMBERS OF THE NAME OF THE NOMINEES IT HAS CHOSEN FOR ELECTION TO THE BOARD OF DIRECTORS", THE NUMBER OF DAYS IS CHANGED TO THREE (3). ADDED SECTIONS: - DIVERSITY, EQUITY & INCLUSION - VOTING ARTICLE VI COMMITTEES AND ADVISORS DELETED SECTIONS: - ENDOWMENT FUND - FUND DEVELOPMENT - NOMINATING COMMITTEE - EXECUTIVE EVALUATION COMMITTEE FINANCE COMMITTEE AND AUDIT COMMITTEE SECTIONS ARE COMBINED INTO FINANCE/AUDIT COMMITTEE SECTION. ARTICLE VIII NOTICES SECTION WAIVER OF NOTICE THE SENTENCE: "ATTENDANCE BY A TRUSTEE AT ANY MEETING OF THE BOARD, OR ANY COMMITTEE THEREOF, SHALL CONSTITUTE A WAIVER OF NOTICE OF SUCH MEETING, EXCEPT WHERE SUCH ATTENDANCE IS FOR THE TRANSACTION OF BUSINESS ON THE GROUND THAT THE MEETING WAS NOT LAWFULLY CALLED OR CONVENED" IS DELETED. |
| FORM 990, PART VI, SECTION B, LINE 11B | MANAGEMENT REVIEWS AND APPROVES THE FORM 990 PRIOR TO ITS FILING. A COPY OF THE 990 IS PROVIDED TO MEMBERS OF THE BOARD FINANCE COMMITTEE FOR REVIEW, PRIOR TO FILING. A COPY OF THE 990 IS PROVIDED TO ALL MEMBERS OF THE BOARD AFTER FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | EASTERSEALS BLAKE FOUNDATION REQUIRES ALL BOARD MEMBERS TO REVIEW AND SIGN AN AGREEMENT DETAILING THE AGENCY'S POLICY REGARDING POTENTIAL CONFLICTS OF INTEREST. ALL BOARD MEMBERS ARE SURVEYED FOR DISCLOSURE OF ANY AND ALL TRANSACTIONS THAT FALL INTO THE CONFLICT OF INTEREST CATEGORY. THE FINANCE COMMITTEE THEN REVIEWS ALL DOCUMENTS RELATED TO THE TRANSACTIONS DISCLOSED TO ENSURE COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. THE FINANCE COMMITTEE REPORTS TO THE BOARD THE RESULTS OF SUCH REVIEW AT THE FOLLOWING BOARD MEETING. |
| FORM 990, PART VI, SECTION B, LINE 15A | AS DIRECTED BY THE BYLAWS OF EASTERSEALS BLAKE FOUNDATION, ARTICLE VI, SECTION 7, THE EXECUTIVE EVALUATION COMMITTEE OF THE BOARD OF TRUSTEES SHALL ANNUALLY EVALUATE THE PERFORMANCE, AND REVIEW AND ESTABLISH, THE COMPENSATION OF THE CEO. THIS EVALUATION SHALL HAVE THE INPUT OF ALL EXECUTIVE LEVEL STAFF SUPERVISED BY THE CEO. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. CONSOLIDATED FINANCIAL STATEMENTS ARE POSTED TO THE CANDID WEBSITE. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| BLAKE HOLDING CORPORATION | ||||||||||
| 7750 E BROADWAY BLVD SUITE A200 | TUCSON | AZ | 85710 | 742728940 | SUPPORT | AZ | 501(C)(3) | LINE 12A, I | EASTER SEALS BLAKE FOUNDATION | Yes (1) |
| AVIVA CHILDREN'S SERVICES | ||||||||||
| 153 S PLUMER AVE | TUCSON | AZ | 85719 | 860948932 | SUPPORT | AZ | 501(C)(3) | LINE 7 | EASTER SEALS BLAKE FOUNDATION | Yes (1) |
| 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 | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| BLAKE HOLDING CORPORATION | ||
| K | $853,822 | FMV |
| AVIVA CHILDREN'S SERVICES | ||
| K | $104,667 | FMV |
| AVIVA CHILDREN'S SERVICES | ||
| M | $397,367 | FMV |
| AVIVA CHILDREN'S SERVICES | ||
| Q | $961,883 | FMV |
| BLAKE HOLDING CORPORATION | ||
| Q | $667,762 | FMV |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | EASTER SEALS BLAKE FOUNDATION AND RELATED ENTITIES HEREBY REQUEST A 'REASONABLE CAUSE' ABATEMENT OF PENALTIES FOR THE LATE FILING OF THE FORMS 990 FOR ALL THREE ENTITIES: EASTER SEALS BLAKE FOUNDATION (ESBF), AVIVA CHILDREN'S SERVICES (ACS), AND BLAKE HOLDING CORPORATION (BHC) FOR THE FISCAL YEAR ENDED JUNE 30, 2022 (FY22). THIS REQUEST IS BASED ON THE RANSOMWARE ATTACK(S) THAT STRUCK AND CRIPPLED OUR THIRD-PARTY ELECTRONIC HEALTHCARE RECORDS VENDOR, SIGMUND SOFTWARE, LLC, BETWEEN AUGUST 23, 2022 AND SEPTEMBER 9, 2022. RESTORATION OF THE RANSOMED CLIENT MEDICAL RECORDS DID NOT OCCUR UNTIL OCTOBER 28, 2022; AND THE REMOVAL OF DUPLICATE CLAIMS, CLAIMS ERRORS, AND PAYMENT POSTING ERRORS CREATED DURING THE MEDICAL DATA RESTORATION PROCESS DID NOT OCCUR UNTIL DECEMBER 7, 2022. THIS EVENT CAUSED SIGNIFICANT DELAYS IN THE PREPARATION AND SUBMISSION OF THE FY2022 THIRD PARTY FINANCIAL AUDIT AND RELATED FORMS 990.THE FACTS OF THE MATTER ARE THESE:1. ANNUALLY, THESE THREE RELATED ENTITIES UNDERGO A CONSOLIDATED FINANCIAL AUDIT, AFTER WHICH THE INDIVIDUAL FORMS 990 ARE PREPARED AND SUBMITTED FOR EACH AGENCY. FIELDWORK FOR THE FISCAL YEAR JULY 1, 2021 JULY 30, 2022 (FY22) AUDIT WAS SCHEDULED TO BEGIN MONDAY, OCTOBER 3, 2022.2. AMONG OTHER SERVICES, EASTER SEALS BLAKE FOUNDATION AND AVIVA CHILDREN'S SERVICES PROVIDE BEHAVIORAL/MENTAL HEALTH SERVICES TO CHILDREN AND ADULTS. A. FOR THE FISCAL YEAR ENDED JUNE 30, 2022 THESE BEHAVIORAL HEALTH SERVICES ACCOUNTED FOR OVER 40% OF THE $47 MILLION IN ANNUAL REVENUES AND RELATED EXPENSES FOR THE COMBINED AGENCIES.B. GIVEN THE SIGNIFICANT REVENUES INVOLVED, IT IS IMPOSSIBLE TO COMPLETE A FINANCIAL AUDIT, AND RELATED TAX RETURNS, OF THESE THREE AGENCIES WITHOUT CONSIDERATION, INCLUDING TESTING, OF THE MEDICAL BILLING FOR BEHAVIORAL HEALTH SERVICES.3. ON SUNDAY, SEPTEMBER 9, 2022, SIGMUND SOFTWARE LLC INFORMED EASTER SEALS BLAKE FOUNDATION THAT IT HAD BEEN THE VICTIM OF A SOFTWARE INTRUSION BY HIVE, WHICH HAD NOT ONLY STOLEN MEDICAL RECORDS DATA FROM THEIR SYSTEM, BUT HAD ALSO ENCRYPTED THE REMAINING PATIENT DATA. (HTTPS://DATABREACHES.NET ARTICLE ATTACHED)4. FROM SEPTEMBER 9TH THROUGH OCTOBER 28TH, 2022, SIGMUND SOFTWARE LLC WORKED TO RESTORE THE ENCRYPTED MEDICAL BILLING DATA FOR EASTER SEALS BLAKE FOUNDATION AND AVIVA CHILDREN'S SERVICES.A. SIGMUND SOFTWARE LLC'S COMMUNICATIONS AND UPDATES REGARDING THE STATUS OF THE RESTORATION OF THE ENCRYPTED MEDICAL DATA WAS SO POOR DURING THIS TIME THAT EASTER SEALS BLAKE FOUNDATION WAS FORCED TO SEEK THE INTERVENTION OF LEGAL COUNSEL (MOOMJIAN LAW FIRM LETTER IS AVAILABLE FOR REVIEW).5. REVIEW OF THE RESTORED MEDICAL CLAIMS DATA BEGAN ON OCTOBER 28, 2022 AND FOUND THOUSANDS OF ERRORS IN THE RESTORED DATA. ON OCTOBER 28TH, EASTER SEALS BLAKE FOUNDATION (ESBF) NOTIFIED SIGMUND SOFTWARE LLC THAT ESBF WAS UNABLE TO CLOSE THE MONTH OF JUNE 2022 FOR MEDICAL BILLING, DUE TO THE SIGNIFICANT ERRORS CAUSED BY THE DATA BREACH AND RESTORATION. (EMAIL OF 10/28/2022 IS AVAILABLE FOR REVIEW)A. AUDIT TESTING OF FY2022 MEDICAL BILLING REVENUE, COLLECTIONS, AND MEDICAL ACCOUNTS RECEIVABLE, WHICH SHOULD HAVE BEGUN ON OCTOBER 3, COULD NOT PROCEED ANY FURTHER UNTIL MEDICAL BILLING FOR JUNE 2022 COULD BE RESTORED.6. ON DECEMBER 7, 2022, MEDICAL BILLING DATA WAS SUFFICIENTLY RESTORED IN ORDER TO CONTINUE THE FINANCIAL AUDIT.7. THE DELAY CAUSED BY THIS RANSOMWARE ATTACK INTERFERED WITH THE THIRD-PARTY AUDITOR'S SCHEDULES, RESULTING IN ADDITIONAL TIME AND EXPENSE TO THE AUDIT FIRM, AND FURTHER DELAYS CAUSED BY TRYING TO FIT IN THE COMPLETION OF THE CONSOLIDATED AUDIT AND FORMS 990 FOR ESBF, ACS AND BHC INTO AN ALREADY BUSY SPRING SCHEDULE. EASTER SEALS BLAKE FOUNDATION AND ITS RELATED ENTITIES AVIVA CHILDREN'S SERVICES AND BLAKE HOLDING CORPORATION DID REQUEST EXTENSIONS FOR THE FY2022 FORMS 990 FILINGS. UNFORTUNATELY, THE DELAYS CAUSED BY THE MEDICAL RECORDS DATA BREACH RESULTED IN MISSING THE EXTENSION DEADLINE. ESBF AND THE RELATED ENTITIES WERE NOT NEGLECTFUL OR CARELESS, AND EXERCISED ORDINARY BUSINESS CARE AND PRUDENCE IN THE SUBMISSION OF THE FY2022 FORMS 990. THE HOSTILE ACTIONS OF OTHERS TAKEN AGAINST OUR THIRD-PARTY ELECTRONIC HEALTHCARE RECORDS VENDOR SIGMUND SOFTWARE LLC, AND THE SUBSEQUENT DELAYS IN THE RESTORATION OF THE ENCRYPTED MEDICAL BILLING DATA, WERE ACTIONS BEYOND THIS AGENCY'S CONTROL. | ExplanationTxt |
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