HEALTH FIRST FOUNDATION-NORTHERN ARIZONA: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- HEALTH FIRST FOUNDATION-NORTHERN ARIZONA (EIN 81-3137336)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-13
- IRS object ID
- 202211339349306251
- Schema version
- 2020v4.2
- 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 I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-13T12:58:40-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 450250958 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EIDE BAILLY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2355 E CAMELBACK RD STE 900 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 850169065 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 813137336 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEALTH FIRST FOUNDATION-NORTHERN ARIZONA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEAL | BusinessNameControlTxt |
| Phone | 9282239250 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1030 N SAN FRANCISCO ST STE 103 | AddressLine1Txt |
| City | FLAGSTAFF | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 86001 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SANDRA KOWALSKI | PersonNm |
| Person Title | PRESIDENT AND CEO | PersonTitleTxt |
| Phone | 9282239250 | PhoneNum |
| Signature | 2022-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SANDRA | PersonFirstNm |
| Person Last | KOWALSKI | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRENDA ANN BLUNT CPA | PreparerPersonNm |
| PTIN | P00075126 | PTIN |
| Phone | 4803151040 | PhoneNum |
| Preparation | 2022-05-11 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Name Change | Yes (X) | NameChangeInd |
| Principal Officer | SANDRA KOWALSKI | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1030 N SAN FRANCISCO ST STE 103 | AddressLine1Txt |
| City | FLAGSTAFF | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 86001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $8,637,039 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HEALTHFIRSTFORALL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2016 | FormationYr |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Activity Or Mission | HEALTH FIRST FOUNDATION PROVIDES LEADERSHIP, FORGES PARTNERSHIPS, AND SUPPORTS (CONT'D ON SCH O) INNOVATION TO ADVANCE HEALTH AND WELL-BEING ACROSS NORTHERN ARIZONA'S DIVERSE POPULATION AND GEOGRAPHY. WE INSPIRE DONORS TO SUPPORT INNOVATIVE COMMUNITY HEALTH INITIATIVES OF NONPROFIT ORGANIZATIONS, HOSPITALS, AND MEDICAL CENTERS. OUR COLLABORATIONS AND INVESTMENT ALLIANCES STRIVE TO BRING HEALTH AND WELL-BEING TO THE GREATEST NUMBER OF PEOPLE POSSIBLE WITH MAXIMUM IMPACT. WE EVALUATE COMMUNITY HEALTH NEEDS ASSESSMENTS TO DETERMINE PRIORITY NEEDS AND USE QUANTITATIVE MEASUREMENTS TO ASSESS THE SUSTAINABLE IMPACT HEALTH FIRST FUNDED PROGRAMS HAVE ON HEALTH AND WELL-BEING FOR ALL AND PROMOTING VIBRANT COMMUNITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 9 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,573,426 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,220,217 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $7,493 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,211,974 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,068,631 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$96,316 | PYOtherRevenueAmt |
| CY Other Revenue | $3,410 | CYOtherRevenueAmt |
| PY Total Revenue | $4,696,577 | PYTotalRevenueAmt |
| CY Total Revenue | $5,292,258 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $6,094,979 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,247,002 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,015,862 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,715,517 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,007,639 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $664,167 | PYOtherExpensesAmt |
| CY Other Expenses | $1,050,913 | CYOtherExpensesAmt |
| PY Total Expenses | $8,775,008 | PYTotalExpensesAmt |
| CY Total Expenses | $5,013,432 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$4,078,431 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $278,826 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $42,473,817 | TotalAssetsBOYAmt |
| Total Assets EOY | $53,020,022 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,044,016 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,612,322 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $41,429,801 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $51,407,700 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | WE ADVANCE COMMUNITY HEALTH AND WELL-BEING THROUGH LEADERSHIP, PARTNERSHIPS, AND INNOVATION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | Yes (1) | SignificantChangeInd |
| Expense | $2,069,645 | ExpenseAmt |
| Grant | $1,798,155 | GrantAmt |
| Desc | THE FOUNDATION GENERATES FUNDS TO SUPPORT THREE HEALTH PRIORITIES IN NORTHERN ARIZONA: IMPROVED BEHAVIORAL HEALTH, MITIGATION OF CHRONIC CONDITIONS, AND ACCESS TO HEALTH CARE. DURING THE 2020 TAX YEAR, THE FOUNDATION MADE GRANTS TO NORTHERN ARIZONA HEALTHCARE AND 15 OTHER NONPROFIT AND GOVERNMENTAL ORGANIZATIONS THAT ADVANCE THESE COMMUNITY HEALTH PRIORITIES AND SUPPORT THE HEALTH AND WELL-BEING OF PEOPLE THROUGHOUT THE NORTHERN ARIZONA COMMUNITY. (SEE SCHEDULE I) IN ADDITION, THE FOUNDATION AWARDED GRANTS TO MORE THAN 100 EMPLOYEES OF NORTHERN ARIZONA HEALTHCARE TO ASSIST WITH FINANCIAL HARDSHIPS DIRECTLY CAUSED BY THE COVID-19 PANDEMIC. THE FOUNDATION'S EFFORTS IMPACTED MORE THAN 92,000 LIVES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $415,658 | ExpenseAmt |
| Grant | $361,134 | GrantAmt |
| Desc | DURING THE 2020 TAX YEAR, THE FOUNDATION PROVIDED FUNDING TO OR ON BEHALF OF NORTHERN ARIZONA HEALTHCARE, FLAGSTAFF MEDICAL CENTER, AND VERDE VALLEY MEDICAL CENTER FOR VARIOUS DEPARTMENT INITIATIVES, INCLUDING BEHAVIORAL HEALTH, CANCER CARE, CHILDREN'S HEALTH, CLINICAL SERVICES, EMPLOYEE ASSISTANCE AND RECOGNITION, FACILITIES, NATIVE AMERICAN INTERPRETERS, PALLIATIVE AND HOSPICE CARE, AND PATIENT AND FAMILY ASSISTANCE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $52,762 | ExpenseAmt |
| Grant | $45,841 | GrantAmt |
| Desc | DURING THE 2020 TAX YEAR, THE FOUNDATION CONDUCTED FOUR SPECIAL EVENTS THAT RAISED MONIES FOR DEPARTMENTS OF NORTHERN ARIZONA HEALTHCARE, FLAGSTAFF MEDICAL CENTER, AND VERDE VALLEY MEDICAL CENTER. THESE EVENTS WERE HELD VIRTUALLY DUE TO PANDEMIC RESTRICTIONS. THE FOUNDATION CANCELED OTHER, LONG-STANDING ANNUAL SPECIAL EVENTS DUE TO PANDEMIC-RELATED RESTRICTIONS, WHICH ALSO LIMITED THE EVENT ACTIVITY OF OTHER NONPROFIT ORGANIZATIONS. AS A RESULT, THE FOUNDATION PROVIDED SPONSORSHIP SUPPORT TO JUST ONE NONPROFIT ORGANIZATION IN NORTHERN ARIZONA DURING THE 2020 TAX YEAR. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $48,194 | ExpenseAmt |
| Grant | $41,872 | GrantAmt |
| Desc | DURING THE 2020 TAX YEAR, THE FOUNDATION DISTRIBUTED GIFTS-IN-KIND CONTRIBUTIONS TO DEPARTMENTS OF NORTHERN ARIZONA HEALTHCARE, FLAGSTAFF MEDICAL CENTER, AND VERDE VALLEY MEDICAL CENTER. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $48,194 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $41,872 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $2,586,259 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 314 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | 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 | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KARLA AMBLER JACOBSEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9282239250 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1030 N SAN FRANCISCO ST STE 130 | AddressLine1Txt |
| City | FLAGSTAFF | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 86001 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| RICHARD A SMITH EDD | ||||||||
| PRESIDENT/CEO/DIRECTOR | 40.00 | Yes (X) | Yes (X) | $429,455 | $0 | $6,448 | ||
| CHRIS BAVASI | ||||||||
| CHAIR/DIRECTOR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DEIRDRE MELDRUM PHD | ||||||||
| VICE CHAIR/DIRECTOR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JAMES OUSLEY | ||||||||
| SECRETARY/DIRECTOR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| WAYNE FOX CPA | ||||||||
| TREASURER/DIRECTOR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM HICKS III ESQ | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ALICE GAGNAIR | ||||||||
| DIRECTOR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| RICHARD KRUSE CPA | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| OLIVER HARPER MD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM RILEY PHD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KARLA JACOBSEN CPA | ||||||||
| MANAGER OF FINANCIAL OPERATIONS | 40.00 | Yes (X) | $137,224 | $0 | $2,184 | |||
| MATTHEW BRASMER | ||||||||
| VP OF DEVELOPMENT | 40.00 | $211,376 | $0 | $1,303 | Yes (X) | |||
| SANDRA KOWALSKI | ||||||||
| OPERATIONS MANAGER | 40.00 | $121,656 | $0 | $615 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $899,711 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $10,550 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MITCHELL STEIN CAREY CHAPMAN | |||||
| 2600 NORTH CENTRAL AVENUE SUITE 10 | PHOENIX | AZ | 85004 | LEGAL SERVICES | $151,294 |
| NORTHERN ARIZONA HEALTHCARE CORPORATION | |||||
| 1200 N BEAVER STREET | FLAGSTAFF | AZ | 86001 | HUMAN RESOURCES, PAYROLL, IT, ACCOUNTS P | $117,569 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $65,529 | FundraisingAmt |
| All Other Contributions | $3,154,688 | AllOtherContributionsAmt |
| Noncash Contributions | $2,585,354 | NoncashContributionsAmt |
| Total Contributions | $3,220,217 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,357,292 | TotalRevenueColumnAmt |
| Exclusion | $1,357,292 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $29,739 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $4,126 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $25,613 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $25,613 | TotalRevenueColumnAmt |
| Exclusion | $25,613 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,016,000 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,304,661 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $711,339 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $711,339 | TotalRevenueColumnAmt |
| Exclusion | $711,339 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $13,742 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $65,529 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $35,994 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$22,252 | TotalRevenueColumnAmt |
| Exclusion | -$22,252 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $49 | TotalRevenueColumnAmt |
| Exclusion | $49 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $49 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,292,258 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,072,041 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,125,108 | TotalAmt |
| Program Services | $2,125,108 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,894 | TotalAmt |
| Program Services | $121,894 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $773,565 | TotalAmt |
| Program Services | $158,202 | ProgramServicesAmt |
| Management And General | $362,539 | ManagementAndGeneralAmt |
| Fundraising | $252,824 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $651,978 | TotalAmt |
| Program Services | $100,238 | ProgramServicesAmt |
| Management And General | $174,520 | ManagementAndGeneralAmt |
| Fundraising | $377,220 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,030 | TotalAmt |
| Program Services | $21,589 | ProgramServicesAmt |
| Management And General | $44,014 | ManagementAndGeneralAmt |
| Fundraising | $46,427 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,511 | TotalAmt |
| Program Services | $16,119 | ProgramServicesAmt |
| Management And General | $33,483 | ManagementAndGeneralAmt |
| Fundraising | $41,909 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,433 | TotalAmt |
| Program Services | $15,643 | ProgramServicesAmt |
| Management And General | $32,506 | ManagementAndGeneralAmt |
| Fundraising | $38,284 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $462,351 | TotalAmt |
| Management And General | $462,351 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,500 | TotalAmt |
| Management And General | $47,500 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,014 | TotalAmt |
| Management And General | $16,014 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,954 | TotalAmt |
| Program Services | $18,401 | ProgramServicesAmt |
| Management And General | $61,902 | ManagementAndGeneralAmt |
| Fundraising | $53,651 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,553 | TotalAmt |
| Management And General | $8,555 | ManagementAndGeneralAmt |
| Fundraising | $17,998 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,055 | TotalAmt |
| Management And General | $11,370 | ManagementAndGeneralAmt |
| Fundraising | $3,685 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,153 | TotalAmt |
| Management And General | $22,850 | ManagementAndGeneralAmt |
| Fundraising | $77,303 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,263 | TotalAmt |
| Program Services | $8,049 | ProgramServicesAmt |
| Management And General | $18,740 | ManagementAndGeneralAmt |
| Fundraising | $67,474 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,065 | TotalAmt |
| Management And General | $1,065 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,719 | TotalAmt |
| Management And General | $5,719 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| OTHER | $115,873 | $1,016 | $103,000 | $11,857 |
| BOARD EXPENSE | $13,406 | $13,406 | ||
| EVENT EXPENSE | $9,621 | $9,621 | ||
| DONOR CULTIVATION | $9,386 | $9,386 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,013,432 | TotalAmt |
| Program Services | $2,586,259 | ProgramServicesAmt |
| Management And General | $1,419,534 | ManagementAndGeneralAmt |
| Fundraising | $1,007,639 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,168 | BOYAmt |
| EOY | $125,560 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,580,576 | BOYAmt |
| EOY | $1,077,776 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,187,699 | BOYAmt |
| EOY | $933,581 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $886 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,551 | BOYAmt |
| EOY | $21,227 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,599,920 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $36,851 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $2,563,069 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,545,823 | BOYAmt |
| EOY | $48,282,923 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,000 | BOYAmt |
| EOY | $15,000 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,473,817 | BOYAmt |
| EOY | $53,020,022 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $657,527 | BOYAmt |
| EOY | $1,251,117 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $147,970 | BOYAmt |
| EOY | $344,705 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $238,519 | BOYAmt |
| EOY | $16,500 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,044,016 | BOYAmt |
| EOY | $1,612,322 | 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 | $6,722,093 | BOYAmt |
| EOY | $9,465,751 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,707,708 | BOYAmt |
| EOY | $41,941,949 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,429,801 | BOYAmt |
| EOY | $51,407,700 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,473,817 | BOYAmt |
| EOY | $53,020,022 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $278,826 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $9,699,073 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $38,031,508 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,600,391 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,143,076 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,573,426 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,220,217 | CurrentTaxYearAmt |
| Total | $58,568,618 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $38,031,508 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,600,391 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,143,076 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,573,426 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,220,217 | CurrentTaxYearAmt |
| Total | $58,568,618 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $47,623,083 | SubstantialContributorsTotAmt |
| Public Support Total170 | $10,945,535 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $484,941 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $731,174 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,282,949 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,211,974 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,387,031 | CurrentTaxYearAmt |
| Total | $5,098,069 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,195 | CurrentTaxYearMinus4YearsAmt |
| Total | $9,195 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $4,136 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year | $49 | CurrentTaxYearAmt |
| Total | $4,185 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $63,680,067 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $24,150 | GrossReceiptsRltdActivitiesAmt |
| First5 Years170 | Yes (X) | First5Years170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS INCOME - 2017 AMOUNT: $ 4,136. 2020 AMOUNT: $ 49. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 1 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $0 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $312,300 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $34,117,086 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,640,220 | BeginningYearBalanceAmt |
| Contributions | $0 | ContributionsAmt |
| Investment Earnings Or Losses | $8,487,464 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $312,300 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $698,298 | AdministrativeExpensesAmt |
| End Year Balance | $34,117,086 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,201,322 | BeginningYearBalanceAmt |
| Contributions | $212,792 | ContributionsAmt |
| Investment Earnings Or Losses | $1,047,402 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,281,961 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $539,335 | AdministrativeExpensesAmt |
| End Year Balance | $26,640,220 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,708,936 | BeginningYearBalanceAmt |
| Contributions | $1,384,435 | ContributionsAmt |
| Investment Earnings Or Losses | $1,668,446 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $936,144 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $624,351 | AdministrativeExpensesAmt |
| End Year Balance | $27,201,322 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,136,444 | BeginningYearBalanceAmt |
| Contributions | $1,159,950 | ContributionsAmt |
| Investment Earnings Or Losses | $2,134,416 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $616,515 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $105,359 | AdministrativeExpensesAmt |
| End Year Balance | $25,708,936 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | $21,700,507 | ContributionsAmt |
| Investment Earnings Or Losses | $2,211,007 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $775,070 | AdministrativeExpensesAmt |
| End Year Balance | $23,136,444 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.70550 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.29450 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $2,220,000 | InvestmentCostOrOtherBasisAmt |
| Book Value | $2,220,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $310,000 | InvestmentCostOrOtherBasisAmt |
| Book Value | $310,000 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $69,920 | OtherCostOrOtherBasisAmt |
| Depreciation | $36,851 | DepreciationAmt |
| Book Value | $33,069 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,563,069 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUNDABLE ADVANCES | Desc |
| Amt | $16,500 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $16,500 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $15,003,625 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $9,699,073 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $1,190 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $27,118 | OtherRevenueAmt |
| Revenue Not Reported | $9,727,381 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,276,244 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $16,014 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $16,014 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,292,258 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,025,726 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $1,190 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $27,118 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $28,308 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,997,418 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $16,014 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $16,014 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,013,432 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | MANAGEMENT BELIEVES THAT THE FOUNDATION HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ITS ANNUAL REQUIREMENTS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | DIRECT FUNDRAISING EVENT EXPENSES 22,992. RENTAL EXPENSES 4,126. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | DIRECT FUNDRAISING EVENT EXPENSES 22,992. RENTAL EXPENSES 4,126. |
| SCHEDULE D, PART V, LINE 4 | THE NORTHERN ARIZONA HEALTHCARE ENDOWMENT FUND WAS ESTABLISHED TO SUPPORT NORTHERN ARIZONA HEALTHCARE CORPORATION AND TO SUPPORT BOTH THE DELIVERY OF QUALITY HEALTH CARE AND TO INCREASE THE IMPACT ON HEALTH IN POSITIVE, COLLABORATIVE WAYS. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | VIRTUAL GALA | Event1Nm |
| Gross Receipts Event1 | $47,923 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $39,421 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $8,502 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $11,212 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $615 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $600 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $16,222 | OtherDirectExpensesEvent1Amt |
| Event2 | VIRTUAL RUN | Event2Nm |
| Gross Receipts Event2 | $20,555 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $17,255 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $3,300 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $2,707 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $10,793 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $8,853 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $1,940 | GrossRevenueOtherEventsAmt |
| Non Cash Prizes Other Events | $502 | NonCashPrizesOtherEventsAmt |
| Oth Direct Expnss Other Events | $4,136 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $79,271 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $65,529 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $13,742 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $11,714 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $615 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $600 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $23,065 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $35,994 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$22,252 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (16 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|---|---|---|---|---|
| ARIZONA'S CHILDREN ASSOCIATION | ||||||||||
| 3716 E COLUMBIA STREET | TUCSON | AZ | 85714 | 860096772 | 501(C)(3) | $200,000 | GRANT TO SUPPORT THE EXPANSION OF BEHAVIORAL HEALTH SERVICES FOR CHILDREN AND FAMILIES IN LAKE HAVASU CITY AND MOHAVE COUNTY BY LAUNCHING A NEW OUTPATIENT BEHAVIORAL HEALTH SERVICES PROGRAM THAT SPECIALIZES IN THE TREATMENT AND SUPPORT OF CHILDREN AND THEIR FAMILIES. | |||
| CREEK VALLEY HEALTH CLINIC | ||||||||||
| 20 S COLVIN STREET 418 | COLORADO CITY | AZ | 86021 | 833039533 | 501(C)(3) | $137,000 | GRANTS TO SUPPORT BEHAVIORAL AND MENTAL HEALTH SERVICE PROGRAM AND CHRONIC DISEASE PREVENTION AND MANAGEMENT PROGRAM. | |||
| FLAGSTAFF MEDICAL CENTER | ||||||||||
| 1200 N BEAVER STREET | FLAGSTAFF | AZ | 86001 | 860110232 | 501(C)(3) | $389,574 | GRANTS TO SUPPORT HOSPITAL DEPARTMENT INITIATIVES INCLUDING PALLIATIVE CARE, PEDIATRIC TRAUMA, CHILDREN'S HEALTH, NATIVE AMERICAN INTERPRETER PROGRAM, PANDEMIC MITIGATION AND OTHER PATIENT SUPPORT. | $24,322 | DONOR REPORTED AND FAIR MARKET VALUE | COVID-RELATED MASKS, GOWNS, GLOVES, ETC & HOUSEHOLD GOODS; TOYS; GIFT CARDS |
| FLAGSTAFF SHELTER SERVICES | ||||||||||
| 4185 E HUNTINGTON DRIVE | FLAGSTAFF | AZ | 86004 | 204921369 | 501(C)(3) | $200,000 | GRANTS TO SUPPORT THE HOUSING AS HEALTHCARE PROGRAM | |||
| JERRY AMBROSE VETERANS COUNCIL | ||||||||||
| PO BOX 4463 | KINGMAN | AZ | 86402 | 461967830 | 501(C)(3) | $35,000 | GRANT TO SUPPORT HOMELESS VETERANS MENTAL/BEHAVIORAL HEALTH PROGRAM | |||
| MANZANITA OUTREACH | ||||||||||
| PO BOX 371 | COTTONWOOD | AZ | 86326 | 274446452 | 501(C)(3) | $50,000 | GRANT TO SUPPORT NUTRITIONAL FOOD PACKS PROGRAM FOR VERDE VALLEY CHILDREN | |||
| NORTH COUNTRY COMMUNITY HEALTH CENTER INC | ||||||||||
| PO BOX 3630 | FLAGSTAFF | AZ | 860033630 | 860663432 | 501(C)(3) | $25,000 | GRANT TO SUPPORT NORTHERN ARIZONA CARE AFTER SEXUAL ASSAULT (NACASA) PROGRAM | |||
| NORTHERN ARIZONA HEALTHCARE | ||||||||||
| 1200 N BEAVER STREET | FLAGSTAFF | AZ | 86001 | 742410946 | 501(C)(3) | $228,276 | GRANTS TO SUPPORT SPECIAL CARE NURSERY DEPARTMENT FAMILY INTEGRATED CARE PROGRAM AND ONE NAH SPIRITUAL CARE PROGRAM AND GRANTS TO SUPPORT HOSPITAL DEPARTMENT INITIATIVES INCLUDING PATIENT EDUCATION & NAH COLLEAGUE SUPPORT. | $9,980 | DONOR REPORTED AND FAIR MARKET VALUE | CLOTHING & HOUSEHOLD GOODS AND TOYS |
| NORTHERN ARIZONA UNIVERSITY FOUNDATION | ||||||||||
| PO BOX 4094 | FLAGSTAFF | AZ | 86011 | 860193726 | 501(C)(3) | $216,000 | CONTRIBUTION TO SUPPORT A NURSING SCHOLARSHIP PROGRAM AND GRANTS TO SUPPORT NAU HEALTHCARE THEATRE PROGRAM - IMPROVING BEHAVIORAL HEALTH THROUGH STANDARDIZED PATIENTS. | |||
| RED FEATHER DEVELOPMENT | ||||||||||
| PO BOX 907 | BOZEMAN | MT | 59771 | 911632134 | 501(C)(3) | $10,000 | GRANT TO PROVIDE PANDEMIC MITIGATION | |||
| SEDONA INTERNATIONAL FILM FESTIVAL | ||||||||||
| PO BOX 162 | SEDONA | AZ | 86339 | 200351857 | 501(C)(3) | $5,000 | SPONSOR ANNUAL AWARDS BRUNCH | |||
| STEPS TO RECOVERY HOMES | ||||||||||
| 516 E STATE ROUTE 89A SUITE 113 | COTTONWOOD | AZ | 86326 | 463225513 | 501(C)(3) | $200,000 | GRANT TO SUPPORT IMPROVE ACCESS TO RECOVERY SERVICES IN RURAL AREAS | |||
| UNITED STATES VETERANS INITIATIVE | ||||||||||
| 800 WEST 6TH STREET SUITE 1505 | LOS ANGELES | CA | 90017 | 954382752 | 501(C)(3) | $46,547 | GRANT TO SUPPORT ADVANCING TELEHEALTH FOR VETERANS PROGRAM | |||
| UNITED WAY OF NORTHERN ARIZONA | ||||||||||
| 1515 E CEDAR AVENUE SUITE D-1 | FLAGSTAFF | AZ | 86004 | 860211666 | 501(C)(3) | $130,000 | GRANT TO SUPPORT THE STRONGER AS ONE COALITION | |||
| VERDE VALLEY MEDICAL CENTER | ||||||||||
| 1200 N BEAVER STREET | FLAGSTAFF | AZ | 86001 | 860100882 | 501(C)(3) | $86,002 | GRANTS TO SUPPORT TO SUPPORT HOSPITAL DEPARTMENT INITIATIVES INCLUDING PALLIATIVE AND COMPLEMENTARY PATIENT CARE. | $1,500 | DONOR REPORTED AND FAIR MARKET VALUE | HOUSEHOLD GOODS |
| WEST YAVAPAI GUIDANCE CLINIC | ||||||||||
| 3343 WINDSONG DRIVE | PRESCOTT VALLEY | AZ | 86314 | 860206928 | 501(C)(3) | $86,000 | GRANT TO SUPPORT TRANSFORMING LIVES THROUGH ACCESSIBLE QUALITY CARE | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 16 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| ASSISTANCE FOR COVID-19 RELATED FINANCIAL HARDSHIPS | 160 | $105,394 |
| RECOGNITION AWARDS TO NORTHERN ARIZONA HEALTHCARE EMPLOYEES AND ADVANCED PRACTICE PROFESSIONALS | 16 | $12,000 |
| FINANCIAL ASSISTANCE TO INJURED EMERGENCY MEDICAL TECHNICIANS AND/OR THEIR SURVIVORS | 2 | $4,500 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION HAS A ROBUST OVERSIGHT PROGRAM THAT INCLUDES REQUIRING MID-TERM AND ANNUAL REPORTING BY THE GRANTEE AND ON-SIGHT INSPECTIONS BY FOUNDATION PERSONNEL. GRANTS OF FINANCIAL ASSISTANCE AND RECOGNITION AWARDS TO INDIVIDUAL EMPLOYEES OF NORTHERN AZ HEALTHCARE CORPORATION ("NAHC") AND EMERGENCY TECHNICIANS AND THEIR FAMILIES ARE AWARDED BASED ON PROCEDURES ESTABLISHED BY NAHC. THE FOUNDATION RELIES ON NAHC'S GOVERNANCE PRACTICES TO ENSURE COMPLIANCE WITH NAHC'S POLICIES AND PROCEDURES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RICHARD A SMITH EDD | ||||||||||||||
| PRESIDENT/CEO/DIRECTOR | $306,242 | $0 | $58,049 | $0 | $65,164 | $0 | $0 | $0 | $6,448 | $0 | $435,903 | $0 | $0 | $0 |
| MATTHEW BRASMER | ||||||||||||||
| VP OF DEVELOPMENT | $188,849 | $0 | $19,823 | $0 | $2,704 | $0 | $0 | $0 | $1,303 | $0 | $212,679 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE ORGANIZATION PAYS DUES FOR MEMBERSHIPS IN TWO LOCAL PRIVATE GOLF CLUBS, ONE OF WHICH IS OWNED BY THE ORGANIZATION AND THE OTHER OF WHICH IS OWNED BY ITS CEO. BY VIRTUE OF THESE MEMBERSHIPS, THE ORGANIZATION IS ALLOWED TO HOST THREE OF ITS ANNUAL FUNDRAISING EVENTS AND TO ENTERTAIN CURRENT AND PROSPECTIVE DONORS FOR ACQUISITION AND CULTIVATION PURPOSES AT THESE CLUBS. PERSONAL USE OF SOCIAL MEMBERSHIPS IS REPORTED AS COMPENSATION. |
| PART I, LINE 3 | CEO COMPENSATION IS DETERMINED BY NORTHERN ARIZONA HEALTHCARE CORPORATION, BASED ON A MARKET COMPENSATION STUDY PERFORMED BY A THIRD-PARTY CONSULTANT. A COMPENSATION AND INCENTIVE PACKAGE IS STRUCTURED BY THE COMPENSATION COMMITTEE OF THE ORGANIZATION'S BOARD OF DIRECTORS USING THE MARKET COMPENSATION STUDY, A WRITTEN CONTRACT, AND THE OPINION OF AN INDEPENDENT CONSULTANT. |
| PART I, LINE 4B | THE ORGANIZATION'S CEO PARTICIPATED IN A 457(F) NONQUALIFIED DEFERRED COMPENSATION PLAN ESTABLISHED BY THE ORGANIZATION EFFECTIVE AMENDED AND RESTATED AS OF JULY 1, 2016. THE CEO IS THE ONLY PARTICIPANT IN THIS PLAN. CUMULATIVE CONTRIBUTIONS TO THE PLAN TOTALING $130,930 WERE ACCRUED AS OF JUNE 30, 2021. THE ORGANIZATION'S VP OF DEVELOPMENT PARTICIPATED IN A 457(F) NONQUALIFIED DEFERRED COMPENSATION PLAN ESTABLISHED BY THE ORGANIZATION EFFECTIVE AS OF AUGUST 27, 2018. THE VP OF DEVELOPMENT IS THE ONLY PARTICIPANT IN THIS PLAN. CUMULATIVE CONTRIBUTIONS TO THE PLAN TOTALING $94,216 WERE ACCRUED AS OF JUNE 30, 2021. |
| PART I, LINE 7 | THE ORGANIZATION MAKES ANNUAL PAYMENTS, WHICH ARE BASED ON MEETING VARIOUS FINANCIAL AND OTHER ORGANIZATIONAL GOALS. |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $5,060 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | DONOR ESTIMATE | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $15,385 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | RETAIL VALUE/DONOR EST | MethodOfDeterminingRevenuesTxt |
Real Estate Commercial RealEstateCommercialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,530,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 297 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,050 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | RETAIL VALUE/DONOR EST | MethodOfDeterminingRevenuesTxt |
Drugs And Medical Supplies DrugsAndMedicalSuppliesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 13017 | ContributionCnt |
| Noncash Contributions Rpt F990 | $19,475 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | DONOR ESTIMATE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | TICKETS/ADMISSIONS | 8 | $11,917 | RETAIL VALUE |
| Yes (X) | ELECTRONICS | 414 | $1,847 | RETAIL VALUE/DONOR E |
| Yes (X) | GIFT CERTIFICATES | 53 | $620 | RETAIL VALUE |
| 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 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS REPORTING THE NUMBER OF ITEMS RECEIVED IN COLUMN (B). | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 3 | FOR THE FIRST HALF OF ITS 2021 TAX YEAR, THE FOUNDATION'S STAFF WAS COMPRISED OF EMPLOYEES OF NORTHERN ARIZONA HEALTHCARE CORPORATION ("NAHC") WHO WERE SECONDED TO THE FOUNDATION. DURING THIS TIME, THE FOUNDATION REIMBURSED NAHC FOR ALL DIRECT PAYROLL COSTS. IT ALSO CONTRACTED WITH NAHC TO PROVIDE PAYROLL, HUMAN RESOURCE, IT, AND ACCOUNTS PAYABLE SERVICES TO THE FOUNDATION. EFFECTIVE JANUARY 1, 2021, THE FOUNDATION BECAME AN EMPLOYER AND HIRED THESE EMPLOYEES DIRECTLY. IT BROUGHT ALL HUMAN RESOURCES AND ACCOUNTS PAYABLE SERVICES IN-HOUSE AND ENGAGED INDEPENDENT CONTRACTORS TO PROCESS PAYROLL AND PROVIDE IT SERVICES TO THE COMPANY. |
| FORM 990, PART VI, SECTION A, LINE 4 | THE FOUNDATION'S BOARD OF DIRECTORS VOTED TO CHANGE THE NAME OF THE COMPANY FROM NORTHERN ARIZONA HEALTHCARE FOUNDATION TO HEALTH FIRST FOUNDATION - NORTHERN ARIZONA ON MAY 18, 2021. ARTICLES OF AMENDMENT TO THE AMENDED AND RESTATED ARTICLES OF INCORPORATION CHANGING THE COMPANY NAME WERE FILED WITH THE ARIZONA CORPORATION COMMISSION ON JUNE 4, 2021. |
| FORM 990, PART VI, SECTION A, LINE 7A | NORTHERN ARIZONA HEALTHCARE CORPORATION HAS THE RIGHT TO APPOINT 20% OF THE TOTAL NUMBER OF VOTING DIRECTORS, ROUNDED UP TO THE NEAREST WHOLE NUMBER. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY AN ACCOUNTING FIRM BASED ON DATA GATHERED BY THE FOUNDATION'S ACCOUNTING DEPARTMENT. THE BOARD OF DIRECTORS IS PROVIDED A COPY OF THE FORM 990 BEFORE IT IS FILED. THE FINANCE COMMITTEE, ACTING ON BEHALF OF THE FOUNDATION'S BOARD OF DIRECTORS, CONVEYS COMMENTS AND APPROVES THE FINAL DRAFT OF THE FORM 990 BEFORE IT IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE FOUNDATION REGULARLY MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY. BOARD MEMBERS AND OFFICERS ARE COVERED BY THE POLICY. COVERED INDIVIDUALS HAVE A DUTY TO DISCLOSE ALL MATERIAL FACTS IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICTS. THE DETERMINATION OF HOW TO PROCEED WITH A CONFLICT IS MADE BY THE MEMBERS OF THE GOVERNING BODY WHO ARE NOT AN INTERESTED PERSON WITH RESPECT TO THE PROPOSED TRANSACTION. AFTER DISCLOSURE OF ALL MATERIAL FACTS, THE INTERESTED PERSON LEAVES AND THE REMAINING MEMBERS OF THE GOVERNING BODY DELIBERATE AND VOTE ON THE EXISTENCE OF CONFLICT. WHEN A CONFLICT OF INTEREST IS IDENTIFIED, THE GOVERNING BODY, EXCLUDING THE INTERESTED PERSON, SHALL EXERCISE DUE DILIGENCE TO DETERMINE IF A MORE ADVANTAGEOUS TRANSACTION IS REASONABLY POSSIBLE UNDER THE CIRCUMSTANCES. THE GOVERNING BODY, EXCLUDING THE INTERESTED PERSON, VOTES WHETHER THE TRANSACTION IS IN THE ORGANIZATION'S BEST INTEREST, FOR ITS OWN BENEFIT, AND FAIR AND REASONABLE. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE PRESIDENT AND CEO OF THE FOUNDATION IS EMPLOYED BY NORTHERN ARIZONA HEALTHCARE CORP (NAHC), AN UNRELATED TAX-EXEMPT ORGANIZATION, AND IS SECONDED TO THE FOUNDATION. THE FOUNDATION REIMBURSES NAHC FOR ALL PAYROLL COSTS ASSOCIATED WITH ITS EMPLOYMENT OF THE PRESIDENT AND CEO. NAHC HIRED WILLIS TOWERS WATSON TO PERFORM A MARKET COMPENSATION STUDY RELATED TO THIS EXECUTIVE POSITION. RELYING ON THE CONCLUSIONS OF THIS STUDY, THE FOUNDATION'S COMPENSATION COMMITTEE STRUCTURED A COMPENSATION PACKAGE UNDER A PERFORMANCE CONTRACT TIED TO THE FOUNDATION'S MISSION. FURTHER, THE COMPENSATION COMMITTEE HIRED EIDE BAILLY, LLP, AN INDEPENDENT CONSULTING FIRM, TO PROVIDE AN OPINION AS TO THE REASONABLENESS OF THE COMPENSATION PACKAGE FOR THIS EXECUTIVE POSITION. EIDE BAILLY'S OPINION, WAS THAT THE COMPENSATION PACKAGE WAS REASONABLE. THIS INFORMATION WAS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. THE MOST RECENT REVIEW WAS PERFORMED IN FISCAL YEAR 2019. THE NAHC HUMAN RESCOURCES DEPARTMENT DETERMINED THE COMPENSATION FOR ALL OTHER OFFICERS AND KEY EMPLOYEES THROUGH DECEMBER 2020, USING SALARY STUDIES OF COMPARABLE ORGANIZATIONS. STARTING IN JANUARY 2021, THE HEALTH FIRST HUMAN RESOURCES DEPARTMENT DETERMINED SALARIES AND USED THE SAME SALARY LEVELS FOR THE REST OF THE FISCAL YEAR. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICIES ARE AVAILABLE UPON REQUEST. |
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