MARC COMMUNITY RESOURCES INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MARC COMMUNITY RESOURCES INC (EIN 86-0137109)
- Tax period
- 2020-10-01 to 2021-09-30
- Filed
- 2022-08-15
- IRS object ID
- 202242279349302659
- 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 C
- Schedule D
- Schedule I
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-08-15T09:10:17-00:00 | ReturnTs |
| Tax Period End | 2021-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SECHLER MORGAN CPAS PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2418 W BARROW DRIVE | AddressLine1Txt |
| City | CHANDLER | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85224 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 860137109 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Marc Community Resources Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARC | BusinessNameControlTxt |
| Phone | 4809693800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 924 N Country Club Drive | AddressLine1Txt |
| City | Mesa | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | John Moore | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Signature | 2022-08-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | John | PersonFirstNm |
| Person Last | Moore | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRISTINA MORGAN CPA | PreparerPersonNm |
| PTIN | P01370742 | PTIN |
| Phone | 6022302700 | PhoneNum |
| Preparation | 2022-08-12 | 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) |
|---|---|---|
| Principal Officer | Shar Najafi-Piper | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 924 N Country Club Dr | AddressLine1Txt |
| City | Mesa | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $36,249,256 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1957 | FormationYr |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Activity Or Mission | Inspire health, hope and happiness by delivering world class solutions to individuals, families and communities through assistance with complex medical, behavioral, and long-term needs. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 1395 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | -$862 | TotalGrossUBIAmt |
| PY Contributions Grants | $486,921 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,394,444 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $31,914,314 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $30,842,068 | CYProgramServiceRevenueAmt |
| PY Investment Income | $466,916 | PYInvestmentIncomeAmt |
| CY Investment Income | -$9,046 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,348 | PYOtherRevenueAmt |
| CY Other Revenue | $524 | CYOtherRevenueAmt |
| PY Total Revenue | $32,870,499 | PYTotalRevenueAmt |
| CY Total Revenue | $36,227,990 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,352,240 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $30,800 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $28,600,366 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $158,432 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,671,278 | PYOtherExpensesAmt |
| CY Other Expenses | $34,708,070 | CYOtherExpensesAmt |
| PY Total Expenses | $39,623,884 | PYTotalExpensesAmt |
| CY Total Expenses | $34,738,870 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$6,753,385 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,489,120 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $39,254,352 | TotalAssetsBOYAmt |
| Total Assets EOY | $35,242,671 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $23,591,135 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $17,837,742 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $15,663,217 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $17,404,929 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | We inspire health, hope and happiness by delivering world class solutions to individuals, families and communities. Our primary services include housing, employment, day program, In-home supports and counseling for individuals with complex medical, behavioral and long-term care needs. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $8,394,033 | ExpenseAmt |
| Grant | $30,400 | GrantAmt |
| Revenue | $8,171,041 | RevenueAmt |
| Desc | Community Living Services CLS Marc Community Resources served 179 individuals in developmental disability group homes or behavioral health Residential programs. Marcs CLS program allows vulnerable individuals to avoid costly institutional care such as skilled nursing facilities also known as ICF/MRs, hospitals, or jails or made to be homeless, saving taxpayers over 6 million in this past year. ASUs Morrison Institute concluded that Marcs Permanent Supportive Lighthouse Housing Program reduced taxpayer costs by 29 once homeless individuals become housed. Marc earned incentives for individuals staying housed 100 of the time, reducing hospitalizations by 63 and increasing income earned for 83 of participants. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,909,626 | ExpenseAmt |
| Revenue | $6,878,515 | RevenueAmt |
| Desc | Home Community Based Services In-Home Supports maintained a 100 success rate in supporting the 552 consumers served to continue living within their own home or within the home of their family as opposed to foster homes, nursing care, or shelters. Throughout the pandemic, our staff continued to serve all individuals in these programs, providing face-to-face life skills, personal assistance, and transportation to essential appointments and programs, including employment services. 96 of survey respondents report that they are satisfied or very satisfied with the services received. Marc Community Resources Home and Community Based Services continues to serve members referred by the Area Agency on Aging. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,765,128 | ExpenseAmt |
| Grant | $400 | GrantAmt |
| Revenue | $8,564,995 | RevenueAmt |
| Desc | Employment Related Services A total of 3,500 individuals were served in our Supported Employment program with a 63 job placement rate We completed packaging and assembly for 65 companies across the United States, providing paid training for up to 400 members daily. 160 members worked inside 27 local businesses throughout Maricopa County learning transferrable skills. We expanded a partnership with Boeing to provide work for 8-14 members and two internships. During COVID we remained open and provided a safe environment for our members to continue their program and work toward their employment goals giving them a sense of normalcy and purpose. We established a partnership with Brighton College to create a Career Academy for short term certificates and diplomas. Peer Support instructors are now certified in suicide intervention and the Copa Cookies program was created to provide job training and business operations skills to members. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $6,548,876 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $7,227,517 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $28,617,663 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | Yes (true) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 51 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 1395 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (true) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | John Moore | PersonNm |
| Phone | 4809693800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 924 N Country Club Dr | AddressLine1Txt |
| City | Mesa | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85201 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|
| Shar Najafi-Piper | ||||||||
| CEO | 040.00 | Yes (X) | $307,125 | $72,442 | $30,188 | |||
| John Moore | ||||||||
| CFO | 040.00 | Yes (X) | $125,541 | $56,096 | $50,413 | |||
| JoyAnn Book | ||||||||
| Chief Information and Digital Officer | 040.00 | $120,492 | $55,790 | $30,111 | Yes (X) | |||
| Rita Martinez | ||||||||
| Chief Human Resources Officer | 040.00 | $85,907 | $60,095 | $13,681 | Yes (X) | |||
| Norm Duve | ||||||||
| Chief Development Officer | 040.00 | $90,739 | $38,030 | $25,394 | Yes (X) | |||
| Don J Fowls | ||||||||
| Chair | 012.00 | Yes (X) | $0 | $0 | $0 | 002.00 | Yes (X) | |
| David Day | ||||||||
| Vice Chair / Treasurer | 012.00 | Yes (X) | $0 | $0 | $0 | 002.00 | Yes (X) | |
| Deborah Elliott | ||||||||
| Secretary | 012.00 | Yes (X) | $0 | $0 | $0 | 002.00 | Yes (X) | |
| Wilford A Cardon | ||||||||
| Immediate Past Chair | 012.00 | Yes (X) | $0 | $0 | $0 | 002.00 | Yes (X) | |
| Jon Scott Williams | ||||||||
| Member | 012.00 | $0 | $0 | $0 | 002.00 | Yes (X) | ||
| Brian Middleton | ||||||||
| Member | 012.00 | $0 | $0 | $0 | 002.00 | Yes (X) | ||
| Chris Schneck | ||||||||
| Member | 012.00 | $0 | $0 | $0 | 002.00 | Yes (X) | ||
| Brian Kotsur | ||||||||
| Member | 012.00 | $0 | $0 | $0 | 002.00 | Yes (X) | ||
| Holly Williams | ||||||||
| Member | 012.00 | $0 | $0 | $0 | 002.00 | Yes (X) | ||
| Diane Hough | ||||||||
| Member | 012.00 | $0 | $0 | $0 | 002.00 | Yes (X) | ||
| A Melvin McDonald | ||||||||
| Member | 012.00 | $0 | $0 | $0 | 002.00 | Yes (X) | ||
| Abraham Barton | ||||||||
| Member | 012.00 | $0 | $0 | $0 | 002.00 | Yes (X) | ||
| Paul Barnes | ||||||||
| Member | 012.00 | $0 | $0 | $0 | 002.00 | Yes (X) | ||
| Craig A Cardon | ||||||||
| Member from 5/2021 | 012.00 | $0 | $0 | $0 | 002.00 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $729,804 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $282,453 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $149,787 | TotalOtherCompensationAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| COPA Health Inc | |||||
| 924 N Country Club Drive | Mesa | AZ | 85201 | Contracted services | $8,608,317 |
| Arizona Wrangler Construction LLC | |||||
| 4091 East Melody Drive | Gilbert | AZ | 85234 | Maintenance Repairs | $494,663 |
| Greenberg Traurig LLP | |||||
| 2375 East Camelback Road Ste 700 | Phoenix | AZ | 85016 | Legal Fees | $230,267 |
| Miler Plumbing & Mechanical LLC | |||||
| 7414 West Oraibi Drive | Glendale | AZ | 85308 | Maintenance Repairs | $177,526 |
| AK Oasis Landscaping LLC | |||||
| 4313 East Princeton Avenue | Gilbert | AZ | 85234 | Maintenance Repairs | $115,063 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $37,900 | RelatedOrganizationsAmt |
| Government Grants | $5,352,860 | GovernmentGrantsAmt |
| All Other Contributions | $3,684 | AllOtherContributionsAmt |
| Noncash Contributions | $2,506 | NoncashContributionsAmt |
| Total Contributions | $5,394,444 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RESIDENTIAL | 623990 | $8,171,041 | $8,171,041 |
| EMPLOYMENT SERVICES | 624310 | $8,585,678 | $8,585,678 |
| DAY SERVICES | 900099 | $4,613,287 | $4,613,287 |
| HOME SERVICES | 624100 | $6,878,515 | $6,878,515 |
| OUTPATIENT CLINIC | 621400 | $2,347,989 | $2,347,989 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $245,558 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $245,558 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $30,842,068 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,209 | TotalRevenueColumnAmt |
| Exclusion | $3,209 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $9,011 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $9,011 | RealAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $12,255 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$12,255 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$12,255 | TotalRevenueColumnAmt |
| Exclusion | -$12,255 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $1,386 | GrossSalesOfInventoryAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,386 | TotalRevenueColumnAmt |
| Exclusion | $1,386 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$862 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $36,227,990 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $30,842,068 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$862 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$7,660 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,800 | TotalAmt |
| Program Services | $30,800 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,627,658 | TotalAmt |
| Management And General | $5,479,921 | ManagementAndGeneralAmt |
| Fundraising | $147,737 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,303 | TotalAmt |
| Program Services | $6,303 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,458 | TotalAmt |
| Program Services | $35,763 | ProgramServicesAmt |
| Fundraising | $10,695 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees For Services Prof Fundraising | FeesForServicesProfFundraising |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,125,206 | TotalAmt |
| Program Services | $23,125,206 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $235 | TotalAmt |
| Program Services | $235 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $721,652 | TotalAmt |
| Program Services | $721,652 | ProgramServicesAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $327,555 | TotalAmt |
| Program Services | $327,555 | ProgramServicesAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,609,876 | TotalAmt |
| Program Services | $1,609,876 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,811 | TotalAmt |
| Program Services | $10,811 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $343,547 | TotalAmt |
| Program Services | $343,547 | ProgramServicesAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,521,386 | TotalAmt |
| Program Services | $1,201,259 | ProgramServicesAmt |
| Management And General | $320,127 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $301,277 | TotalAmt |
| Program Services | $301,277 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| Equipment | $196,347 | $196,347 |
| Fees Dues Subscriptions | $118,402 | $118,402 |
| Therapy Program Supplies | $6,525 | $6,525 |
| Patient Transportation / Vehicle Expense | $579,123 | $579,123 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $165,709 | TotalAmt |
| Program Services | $2,982 | ProgramServicesAmt |
| Management And General | $162,727 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,738,870 | TotalAmt |
| Program Services | $28,617,663 | ProgramServicesAmt |
| Management And General | $5,962,775 | ManagementAndGeneralAmt |
| Fundraising | $158,432 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,504,715 | BOYAmt |
| EOY | $1,059,113 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,936,370 | BOYAmt |
| EOY | $5,506,682 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,378,970 | BOYAmt |
| EOY | $4,290,027 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,291 | BOYAmt |
| EOY | $4,291 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $351,085 | BOYAmt |
| EOY | $571,556 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $39,177,243 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $17,412,528 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,627,127 | BOYAmt |
| EOY | $21,764,715 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,439 | BOYAmt |
| EOY | $114,907 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,000 | BOYAmt |
| EOY | $1,000 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,240,890 | BOYAmt |
| EOY | $1,920,763 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $126,465 | BOYAmt |
| EOY | $9,617 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,254,352 | BOYAmt |
| EOY | $35,242,671 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,579,072 | BOYAmt |
| EOY | $1,010,653 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $400,635 | BOYAmt |
| EOY | $584,023 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,052,327 | BOYAmt |
| EOY | $13,267,451 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $122,701 | BOYAmt |
| EOY | $107,004 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,137,500 | BOYAmt |
| EOY | $173,964 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $298,900 | BOYAmt |
| EOY | $2,694,647 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,591,135 | BOYAmt |
| EOY | $17,837,742 | 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 | $14,364,276 | BOYAmt |
| EOY | $16,227,876 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,298,941 | BOYAmt |
| EOY | $1,177,053 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,663,217 | BOYAmt |
| EOY | $17,404,929 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,254,352 | BOYAmt |
| EOY | $35,242,671 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,489,120 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $444,285 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$192,555 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $862 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
| Public Support Total170 | $0 | PublicSupportTotal170Amt |
| Public Support CY170 | 0.00000 | PublicSupportCY170Pct |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $241,627 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $228,891 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $778,818 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $486,921 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,394,444 | CurrentTaxYearAmt |
| Total | $7,130,701 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $31,728,367 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,619,677 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $32,383,643 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,914,314 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,842,068 | CurrentTaxYearAmt |
| Total | $160,488,069 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $31,833 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $41,271 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $48,305 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,724 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,386 | CurrentTaxYearAmt |
| Total | $143,519 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $32,001,827 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,889,839 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $33,210,766 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $32,421,959 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $36,237,898 | CurrentTaxYearAmt |
| Total | $167,762,289 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,264 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,732 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,131 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,617 | CurrentTaxYearMinus1YearAmt |
| Total | $45,744 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $553,655 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $783,115 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $926,948 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,487,149 | CurrentTaxYearMinus1YearAmt |
| Total | $3,750,867 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $570,919 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $793,847 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $935,079 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,496,766 | CurrentTaxYearMinus1YearAmt |
| Total | $3,796,611 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $163,965,678 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,387 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,465,003 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $90,488 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $67,399 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,209 | CurrentTaxYearAmt |
| Total | $1,642,486 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,387 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,465,003 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $90,488 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $67,399 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,209 | CurrentTaxYearAmt |
| Total | $1,642,486 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $8,620 | CurrentTaxYearMinus3YearsAmt |
| Total | $8,620 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $32,018,214 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $35,363,462 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $33,301,254 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $32,489,358 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $36,241,107 | CurrentTaxYearAmt |
| Total | $169,413,395 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.96780 | PublicSupportCY509Pct |
| Public Support PY509 | 0.96440 | PublicSupportPY509Pct |
| Investment Income CY | 0.00970 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01020 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
| Facts And Circumstances Test | Part III Section B Line 13 Net capital gains or losses from the sale of assets are excluded from the public support calculations of Sch A. The following gains losses from the sale of assets have been reported on the Form 990 Part VIII Statement of Revenue, but are not reflected in Schedule A Column a 2016 16,500, Column b 2017 63,131, Column c 2018 32,647, Column d 2019 399,516, and Column e 2020 12,255. | FactsAndCircumstancesTestTxt |
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 C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $46,458 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $46,458 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $28,617,663 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $28,664,121 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $88,034 | CurrentYearMinus3Amt |
| Current Year Minus2 | $100,036 | CurrentYearMinus2Amt |
| Current Year Minus1 | $190,934 | CurrentYearMinus1Amt |
| Current Year | $46,458 | CurrentYearAmt |
| Total | $425,462 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $6,768 | CurrentYearMinus3Amt |
| Current Year Minus2 | $36,332 | CurrentYearMinus2Amt |
| Current Year Minus1 | $76,325 | CurrentYearMinus1Amt |
| Total | $119,425 | TotalAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Incl Escrow Custodial Acct Liab | Yes (true) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,298,941 | BeginningYearBalanceAmt |
| Other Expenditures | $121,888 | OtherExpendituresAmt |
| End Year Balance | $1,177,053 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,332,678 | BeginningYearBalanceAmt |
| Other Expenditures | $33,737 | OtherExpendituresAmt |
| End Year Balance | $1,298,941 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,217,160 | BeginningYearBalanceAmt |
| Contributions | $155,625 | ContributionsAmt |
| Other Expenditures | $40,107 | OtherExpendituresAmt |
| End Year Balance | $1,332,678 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,412,186 | BeginningYearBalanceAmt |
| Contributions | $40,107 | ContributionsAmt |
| Other Expenditures | $235,133 | OtherExpendituresAmt |
| End Year Balance | $1,217,160 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,362,913 | BeginningYearBalanceAmt |
| Contributions | $49,273 | ContributionsAmt |
| End Year Balance | $1,412,186 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Endowment Balance EOY | 1.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,147,093 | OtherCostOrOtherBasisAmt |
| Book Value | $5,147,093 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $22,972,797 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,764,310 | DepreciationAmt |
| Book Value | $11,208,487 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,737,545 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,356,748 | DepreciationAmt |
| Book Value | $380,797 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,967,777 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,291,470 | DepreciationAmt |
| Book Value | $1,676,307 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,352,031 | OtherCostOrOtherBasisAmt |
| Book Value | $3,352,031 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $21,764,715 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc |
|---|
| Financial derivatives and other financial products |
| Closely-held equity interests |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| Federal income taxes | |
| Deferred rent | $22,900 |
| Due to related parties | $2,303 |
| Due to COPA Health, Inc. | $2,669,444 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,694,647 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $36,632,332 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $444,285 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $444,285 | RevenueNotReportedAmt |
| Revenue Subtotal | $36,188,047 | RevenueSubtotalAmt |
| Other Revenues Not Included | $39,943 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $39,943 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $36,227,990 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $34,698,064 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $34,698,064 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $40,806 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $40,806 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $34,738,870 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| IV 2 b | Marc Community Resources acts as a fiduciary for consumer personal funds. A separate checking account is maintained and balances per consumer are tracked. |
| V 4 | Marc Community Resources temporarily restricted net assets were restricted for the following purposes as of September 30, 2021 Restrictions on donated vehicles and real property, which is required to serve as housing for very low income residents. |
| X 2 | Management believes that it has appropriate support for any tax positions taken, and as such, does not have any uncertain tax positions that are material to the consolidated financial statements. The organization would recognize future accrued interest and penalties related to unrecognized tax benefits and liabilities in income tax expense if such interest and penalties are incurred. Marc Communitys income tax filings required by federal and state authorities are no longer subject to tax examination for years ending before September 30, 2018. |
| XI 2 a | Unrealized loss on the swap to fix variable interest debt of 444,285. |
| XI 4 b | Other 39,943 contribution revenue of 37,900 and in-kind revenue of 2,506 not reported as revenue within audited financial statements, 400 of donation expense reclassified from audited financial statements contribution revenue to expense for the tax return, 862 of K-1 passthrough net loss reflected in revenue on the return but was not captured for book purposes, and a rounding adjustment of 1. |
| XII 4 b | Other 40,806 contribution revenue of 37,900 and in-kind revenue of 2,506 not reported as revenue within audited financial statements, and 400 of donation expense reclassified from audited financial statements contribution revenue to expense for the tax return. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| American Heart Association Inc | |||||||
| 7272 Greenville Ave | Dallas | TX | 75231 | 135613797 | 501c3 | $10,100 | Go Red for Women Campaign |
| New Pathways for Youth Inc | |||||||
| 901 E Jefferson Street | Phoenix | AZ | 85034 | 860615007 | 501c3 | $10,000 | Operations support |
| Teen Lifeline Inc | |||||||
| PO Box 10745 | Phoenix | AZ | 850640745 | 860966427 | 501c3 | $5,000 | Operations support |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I Line 2 | FormAndLineReferenceDesc |
| Explanation | Grant funds are provided to nonprofit organizations and the organization works closely with these organizations in support of their programs supporting similar clientele. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| Shar Najafi-Piper | ||||||||||
| CEO | $197,125 | $72,442 | $110,000 | $21,583 | $8,605 | $328,708 | $81,047 | |||
| John Moore | ||||||||||
| CFO | $121,485 | $44,602 | $38,439 | $11,974 | $163,980 | $68,070 | $10,000 | $4,056 | $1,494 | |
| JoyAnn Book | ||||||||||
| Chief Information and Digital Officer | $114,136 | $43,996 | $5,000 | $18,651 | $11,460 | $139,143 | $67,250 | $10,000 | $1,356 | $1,794 |
| Rita Martinez | ||||||||||
| Chief Human Resources Officer | $85,907 | $30,095 | $6,314 | $7,367 | $92,221 | $67,462 | $30,000 | |||
| Norm Duve | ||||||||||
| Chief Development Officer | $73,333 | $26,833 | $15,000 | $18,570 | $6,824 | $109,309 | $44,854 | $10,000 | $2,406 | $1,197 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I Line 3 | Related Organization Compensation policy in effect Each year, the Board approves the performance goals for the CEO based primarily on the Board approved strategic plan. At the end of the year, the board chair completes a performance evaluation. In addition to the performance evaluation, the board is provided data from the most recent GuideStar Compensation Study and/or credible surveys/studies. The board is provided a five year historical wage analysis that breaks down all of the components of comprehensive compensation. Periodically, the Organization contracts with an independent organization to conduct a formal compensation study to provide the board with benchmark data and provide independent assurances that compensation is reasonable based on IRS guidelines. Finally, the board is provided the breakdown of comprehensive compensation to all officers and key employees that report directly to the CEO. The board convenes to approve compensation that is appropriately comparable per IRS guidelines and consistent with the performance evaluations. All components of comprehensive compensation for the CEO, including bonuses to the CEO or officers are approved by the board prior to payments being disbursed. |
| Part I Line 4 b | Prior to the fiscal year end September 30, 2020, the Organization sponsored a 403b defined contribution plan the Plan covering substantially all employees. The Plan was in the name of Marc Community Resources. The Plan provided for employer contributions based primarily on employee participation. The Organization also had a non-qualified deferred compensation plan Non-Qualified 457b Plan covering certain executives. The Non-Qualified 457b Plan provided for employer contributions at the discretion of the Board of Directors of the Organization. Employee deferrals were limited to the lesser of 15,000 or 100 of annual compensation. Marc Community Resources made contributions to the Non-Qualified deferred compensation 457b Plan for the following individuals for the 2020 calendar year John Moore 4,056, JoyAnn Book 1,356, and Norman Duve 2,406. Employer contributions to the Non-Qualified 457b Plan are reported within the employees Form W-2 wages and as such, the employer contributions are reported within Schedule J, Line B iii Other reportable compensation and are not reported in Column C Retirement and other deferred compensation. As of October 1, 2020, all employees of Marc Community Resources were transferred to the related organization, COPA Health, Inc. and all deferred compensation plans held by Marc Community Resources were transitioned to the related organization, COPA Health, Inc. COPA Health, Inc. made contributions to COPA Healths Non-Qualified deferred compensation 457b Plan for the following individuals for the 2020 calendar year John Moore 1,494, JoyAnn Book 1,794, and Norman Duve 1,197. |
| Part I Line 7 | Non-fixed Payments Discretionary bonuses were given to employees based on their performance reviews, the companys performance, and feasibility. The organization has a committee that reviews all executive compensation through review of comparative data and this compensation is approved by the board in advance of any payments being made. Marc Community Resources gave bonuses to Shar Najafi-Piper 110,000, JoyAnn Book 5,000, and Norman Duve 15,000. COPA Health gave bonuses to John Moore 10,000, JoyAnn Book 10,000, Rita Martinez 30,000, and Norman Duve 10,000 . |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| The Industrial Development Authority of the County of Maricopa | |||||||
| A | 860445263 | 2018-04-26 | $8,285,000 | Refinance 2013 A B Bonds issued on 12/23/2013 | false | false | false |
| The Industrial Development Authority of the County of Maricopa | |||||||
| B | 860445263 | 2018-04-26 | $4,657,000 | Acquisition of Partners in Recovery and refinancing existing loans LOC | false | false | false |
| The Industrial Development Authority of the County of Maricopa | |||||||
| C | 860445263 | 2020-01-31 | $3,100,000 | Purchasing a property | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | UnspentUnspentAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $228,056 | $8,285,000 | $4,319 | Yes (true) | false | Yes (true) | Yes (true) | ||||
| B | $128,190 | $4,657,000 | $306,439 | false | false | Yes (true) | Yes (true) | $1,944,281 | $2,406,280 | 2018 | |
| C | $3,100,000 | $60,974 | false | false | Yes (true) | Yes (true) | $1,218,750 | 2020 | $1,820,276 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd |
|---|---|---|---|---|---|---|
| A | false | false | false | false | false | false |
| B | false | false | false | false | false | false |
| C | false | false | false | false | false | false |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd |
|---|---|---|---|---|---|---|---|
| Wells Fargo | |||||||
| A | Yes (true) | Yes (true) | 0000000010.000000000000 | false | false | false | false |
| Wells Fargo | |||||||
| B | Yes (true) | Yes (true) | 0000000010.000000000000 | false | false | false | false |
| Wells Fargo | |||||||
| C | Yes (true) | Yes (true) | 0000000010.000000000000 | false | false | false | false |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | false |
| B | false |
| C | false |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (18 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4d | Program Service Expenses 0, Grants and allocations 0, Revenue 0 Employment Related Services continued 97 of external stakeholders expressed satisfaction with the effectiveness of the services provided. The supported employment program for individuals with serious mental illness earned value-based incentives for providing ongoing job supports to maintain employment for 67 of all program participants. |
| Form 990, Part III, Line 4d | Program Service Expenses 4,632,728, Grants and allocations 0, Revenue 4,613,287 Day Programs Community Day Services CDS Programs served 165 members with intellectual and developmental disabilities. CDS programs help keep the family unit intact by allowing parents to work while their child participates in meaningful day activities that focus on living skills, socialization, and community integration. 100 of individuals served were satisfied with services and 97 of service participants expressed that services met or exceeded their expectations. With so many members unable to participate in person due to the pandemic, CDS programs introduced telehealth to provide music therapy, Zumba classes, story sharing, art, and non-bake cooking classes. Our behavioral health day programs Villages served 409 members. The Villages have been successful in assisting members in their personal recovery process through an integrated services package in which members are provided with opportunities to be actively involved in determining their learning, working and recreational activities. Our Villages remained open all during COVID providing our members a safe environment. |
| Form 990, Part III, Line 4d | Program Service Expenses 1,721,847, Grants and allocations 0, Revenue 2,347,989 Outpatient clinic Marc Community Resources served 1,438 individuals with serious mental illness and general mental health and substance use challenges in its Florian and 7th Street outpatient treatment Center focused on a number of evidenced-based counseling modalities including EMDR, DBT, CET and Applied Behavior Analysis. These therapies are known to effectively address symptoms of trauma, anxiety, depression and significant maladaptive behaviors that are barriers to employment, relationships and activities of daily living. |
| Form 990, Part III, Line 4d | Program Service Expenses 194,301, Grants and allocations 0, Revenue 223,325 Other Housing. Marc Community Resources received homes from the City of Mesa associated with the Federal Neighborhood Stabilization Program. These homes are rented out to qualifying low income tenants. |
| Form 990, Part III, Line 4d | Program Service Expenses 0, Grants and allocations 0, Revenue 42,916 Revenue from cost reimbursements and technical agreements with subsidiaries that are under the common control of the related organization, COPA Health, Inc. The related reimbursed expenses are reported as Administrative expenses on the statement of functional expenses, in agreement with the audited financial statements. Additionally, Marc Community Resources utilizes its infrastructure in-place to offer minor maintenance projects to similarly situated 501 c3 organizations. |
| Form 990, Part VI, Section A, Line 2 | Board member Wilford A. Cardon and Board member Craig A. Cardon are related, as defined by the IRS definition of a relative. |
| Form 990, Part VI, Section A, Line 3 | As of October 1, 2020, the Marc Community Resources contracted with the related organization, COPA Health, Inc., for management services and programmatic services medical staff services. Since COPA Health and Marc Community Resources are all related organizations, all the compensation paid during the 2020 calendar year to officers, key employees, and highly compensated employees has been detailed out on the Form 990, Part 7, Section A. The following individuals served Marc Community Resources during the 2020 calendar year as officers, key employees, and highly compensated employees, and starting October 1, 2020, served Marc Community Resources within a contracted service arrangement Shar Najafi-Piper, CEO, John Moore, CFO, JoyAnn Book, Chief Information and Digital Officer, Rita Martinez, Chief Human Resources Officer, and Norman Duve, Chief Development Officer. |
| Form 990, Part VI, Section A, Line 6 7 a | COPA Health, Inc. is the sole member of the filing organization and COPA Health, Inc. appoints the board members to serve on the filing organizations board. |
| Form 990, Part VI, Section A, Line 7 b | The following acts require approval from the Membership Body 1 Amendments to the Organizations Bylaws, and 2 Borrowing money from any lender. |
| Form 990, Part VI, Section B, Line 11 b | Copies of the 990 and all related schedules are sent to the Board of Directors for review after being reviewed and approved by the audit committee. Any questions the Board might have are directed back to the Chief Financial Officer. The 990 is then discussed at a full board meeting and approved by the Board of Directors. |
| Form 990, Part VI, Section B, Line 12 c | Enforcing agency policy on conflicts of interest is the responsibility of Marc Community Resources audit committee. This committee dedicates one meeting per year to 1 Ensure all conflict of interest statements have been received, 2 Ensure conflicts are fully understood and implications discussed and disposition agreed upon, 3 Ensure that board members with conflicts, if any, follow policy with respect to voting on matters that they may have a conflict with, and 4 Recommend enhancements to existing forms, policies, and training related to conflicts of interest. |
| Form 990, Part VI, Section B, Line 15 a b | As of October 1, 2020, the Organization no longer had any employees. The Organization does not currently have any paid officers or employees. However, a compensation policy is in place that would require the Board as a whole, as the Executive Committee, to review the compensation of all officers by comparing their compensation to compensation of individuals in like positions, in like organizations using Form 990, compensation studies, and other available data. The Board or Committee would then approve any changes in compensation based on this information. |
| Form 990, Part VI, Section C, Line 18 19 | The Organization will provide in a timely manner, copies of all policies, procedures, annual financial audits and Forms 990 when requested in writing or in person. |
| Form 990, Part IX, Line 11 g | Other Contract Services 23,149,028 Programmatic services medical staff services, interpreters and temporary personnel 23,149,028 Program, -0- Management, -0- Fundraising. |
| Form 990, Part XI, Line 5 | 444,285 Unrealized gain on the swap to fix variable interest debt. |
| Form 990, Part XI, Line 8 | Prior period adjustment 192,555 Subsequent to the filing of the 2019 tax return, the audited financial statements of the Organization were amended to reflect an adjustment to deferred revenue for 192,555. |
| Form 990, Part XI, Line 9 | Other 862 of K-1 passthrough net loss reflected in revenue on the return but was not captured for book purposes, and therefore is a tax-to-book adjustment. |
| Form 990, Part XII, Line 2 c | The board of directors has an Enterprise Risk, Audit, and Finance Committee that is tasked to oversee the consolidated financial statement audit and select the independent auditor. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (6 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 | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| The Marc Foundation | |||||||||||
| 924 N Country Club Dr | Mesa | AZ | 85201 | 860604565 | Planned Giving | AZ | 501c 3 | 12 | COPA Health Inc | false | |
| Advocates for the Disabled | |||||||||||
| 924 N Country Club Dr | Mesa | AZ | 85201 | 860285294 | Assist w/ govt benefits | AZ | 501c 3 | 7 | COPA Health Inc | false | |
| Villages at Oasis Park Phase I | |||||||||||
| 924 N Country Club Dr | Mesa | AZ | 85201 | 271838305 | Special needs housing | AZ | 501c 3 | 12 | COPA Health Inc | false | |
| Villages at Oasis Park Phase II | |||||||||||
| 924 N Country Club Dr | Mesa | AZ | 85201 | 273345879 | Special needs housing | AZ | 501c 3 | 12 | COPA Health Inc | false | |
| Partners in Recovery | |||||||||||
| 924 N Country Club Dr | Mesa | AZ | 85201 | 264681471 | Serving the seriously mentally ill population | AZ | 501 c 3 | 10 | COPA Health Inc | false | |
| COPA Health Inc | |||||||||||
| 924 N Country Club Dr | Mesa | AZ | 85201 | 844608444 | Support and programmatic resources | AZ | 501 c 3 | 12 | false | N/A | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Echo Medical Holdings LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5625 W Bell Rd | AddressLine1Txt |
| City | Glendale | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85308 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 871167544 | EIN |
| Primary Activities | Pharmacy | PrimaryActivitiesTxt |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Predominant Income Type | Excluded | PredominantIncomeTypeTxt |
| Disproportionate Allocations | false | DisproportionateAllocationsInd |
| General Or Managing Partner | false | GeneralOrManagingPartnerInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TecMarc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 924 N Country Club Dr | AddressLine1Txt |
| City | Mesa | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 262119128 | EIN |
| Primary Activities | Technical Services | PrimaryActivitiesTxt |
| Legal Domicile State | AZ | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Marc Community Resources | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C Corp | EntityTypeTxt |
| Share Of Total Income | $201,676 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $194,385 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (true) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| TecMarc | ||
| a | $9,011 | Contract, Cash |
| TecMarc | ||
| m | $53,099 | Contract, Cash |
| TecMarc | ||
| q | $109,377 | Cash |
Comments