HEALTH FIRST FOUNDATION-NORTHERN ARIZONA: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- HEALTH FIRST FOUNDATION-NORTHERN ARIZONA (EIN 81-3137336)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-05-15
- IRS object ID
- 202111359349302471
- Schema version
- 2019v5.2
- 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 | 2021-05-15T16:50:05-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | 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 | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 813137336 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTHERN ARIZONA HEALTHCARE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NORT | 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 | RICHARD SMITH | PersonNm |
| Person Title | PRESIDENT AND CEO | PersonTitleTxt |
| Phone | 9282239250 | PhoneNum |
| Signature | 2021-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRENDA BLUNT CPA | PreparerPersonNm |
| PTIN | P00075126 | PTIN |
| Phone | 4803151040 | PhoneNum |
| Preparation | 2021-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RICHARD A SMITH | 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 | $4,900,880 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.NAHEALTHFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2016 | FormationYr |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF NORTHERN ARIZONA HEALTHCARE FOUNDATION ("NAHF") IS TO SUPPORT (CONT'D ON SCH O) NORTHERN ARIZONA HEALTHCARE CORPORATION ("NAHC"), WHILE ADVANCING COMMUNITY HEALTHCARE PRIORITIES. THE VISION IS A FUTURE WHERE EVERY PERSON IN OUR REGION HAS EQUAL ACCESS TO QUALITY HEALTHCARE AND OPPORTUNITY TO ACHIEVE THEIR HIGHEST LEVEL OF HEALTH. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 117 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,143,076 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,573,426 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $16,657 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $7,493 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,282,949 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,211,974 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$46,785 | PYOtherRevenueAmt |
| CY Other Revenue | -$96,316 | CYOtherRevenueAmt |
| PY Total Revenue | $4,395,897 | PYTotalRevenueAmt |
| CY Total Revenue | $4,696,577 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,540,342 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $6,094,979 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,901,601 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,015,862 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,306,681 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $594,163 | PYOtherExpensesAmt |
| CY Other Expenses | $664,167 | CYOtherExpensesAmt |
| PY Total Expenses | $7,036,106 | PYTotalExpensesAmt |
| CY Total Expenses | $8,775,008 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,640,209 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$4,078,431 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $46,889,379 | TotalAssetsBOYAmt |
| Total Assets EOY | $42,473,817 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,736,321 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,044,016 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $45,153,058 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $41,429,801 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF NORTHERN ARIZONA HEALTHCARE FOUNDATION ("NAHF") IS TO SUPPORT NORTHERN ARIZONA HEALTHCARE CORPORATION ("NAHC"), WHILE ADVANCING COMMUNITY HEALTHCARE PRIORITIES. THE VISION IS A FUTURE WHERE EVERY PERSON IN OUR REGION HAS EQUAL (CONT'D ON SCHEDULE O) ACCESS TO QUALITY HEALTHCARE AND OPPORTUNITY TO ACHIEVE THEIR HIGHEST LEVEL OF HEALTH. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | Yes (1) | SignificantChangeInd |
| Expense | $3,443,666 | ExpenseAmt |
| Grant | $3,230,653 | GrantAmt |
| Desc | DURING THE 2019 TAX YEAR, THE FOUNDATION COMPLETED FUNDING THE CONSTRUCTION OF A NEW HEALTHCARE CENTER FOR THE WILLIAMS HOSPITAL DISTRICT OF COCONINO COUNTY THAT, WHEN COMPLETED, WILL PROVIDE ACCESS TO HEALTHCARE SERVICES TO RESIDENTS OF THE CITY OF WILLIAMS, ARIZONA AND OUTLYING AREAS, SUCH AS TUSAYAN, RED LAKE, ASH FORK, AND PARKS, ARIZONA. IN TOTAL, THE FOUNDATION FUNDED $6 MILLION FOR THE CONSTRUCTION OF THIS FACILITY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,015,243 | ExpenseAmt |
| Grant | $1,890,921 | GrantAmt |
| Desc | THE FOUNDATION GENERATES FUNDS TO SUPPORT THREE HEALTH PRIORITIES IN NORTHERN ARIZONA: INCREASED ACCESS TO HEALTHCARE, IMPROVED BEHAVIORAL HEALTH OUTCOMES, AND DECREASED INCIDENCE OF CHRONIC MEDICAL CONDITIONS. THE FOUNDATION CREATED THE LEADERSHIP FUND FOR NAH HEALTHCARE HEROES IN MARCH 2020 SPECIFICALLY TO GENERATE AND DISBURSE FUNDS TO EMPLOYEES OF NORTHERN ARIZONA HEALTHCARE CORPORATION WORKING FEWER OR NO HOURS DUE TO THE HEALTH SYSTEM'S CESSATION OF ELECTIVE SURGICAL AND OTHER MEDICAL PROCEDURES AND PATIENT SERVICES DUE TO THE COVID-19 PANDEMIC. THE FUNDS WERE DIRECTED FOR THE PAYMENT OF MORTGAGES, RENTS, UTILITIES, FOOD, ETC. IN ADDITION, THE FOUNDATION CREATED A PANDEMIC MITIGATION GRANT PROGRAM IN APRIL 2020 TO BENEFIT NATIVE TRIBES BY ADDRESSING RELATED TRIBAL HEALTH CHALLENGES. DURING THE 2019 (CONT'D ON SCH. O) TAX YEAR, THE FOUNDATION MADE GRANTS TO NORTHERN ARIZONA HEALTHCARE, FLAGSTAFF MEDICAL CENTER, VERDE VALLEY MEDICAL CENTER, AND 24 OTHER NONPROFIT AND GOVERNMENTAL ORGANIZATIONS THAT ADVANCE THE COMMUNITY HEALTH PRIORITIES OF NORTHERN ARIZONA HEALTHCARE AND SUPPORT THE HEALTH AND WELL-BEING OF PEOPLE THROUGHOUT THE NORTHERN ARIZONA COMMUNITY. IN ADDITION, THE FOUNDATION AWARDED GRANTS TO MORE THAN 200 EMPLOYEES OF NORTHERN ARIZONA HEALTHCARE TO ASSIST WITH FINANCIAL HARDSHIPS DIRECTLY CAUSED BY THE COVID-19 PANDEMIC. MORE THAN 158,000 LIVES WERE IMPACTED BY THE FOUNDATION'S EFFORTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $608,216 | ExpenseAmt |
| Grant | $570,592 | GrantAmt |
| Revenue | $7,493 | RevenueAmt |
| Desc | DURING THE 2019 TAX YEAR, THE FOUNDATION CONDUCTED A NUMBER OF SPECIAL EVENTS THAT RAISED MONIES FOR DEPARTMENTS OF NORTHERN ARIZONA HEALTHCARE, FLAGSTAFF MEDICAL CENTER, AND VERDE VALLEY MEDICAL CENTER, AND FOR THE FOUNDATION'S MENTAL HEALTH FIRST AID PROGRAM. IN ADDITION, THE FOUNDATION SOLICITED GRANTS FROM EXTERNAL GRANTORS, SOME OF WHICH WERE AWARDED DIRECTLY TO NORTHERN ARIZONA HEALTHCARE AND OTHERS OF WHICH WERE AWARDED TO THE FOUNDATION, AND WERE SUBSEQUENTLY SUB-AWARDED TO NORTHERN ARIZONA HEALTHCARE AND ITS RELATED NONPROFIT HOSPITALS. THE FOUNDATION PROVIDED SPONSORSHIP SUPPORT TO 42 NONPROFIT ORGANIZATIONS, GOVERNMENTS, AND INSTITUTIONS OF HIGHER LEARNING THROUGHOUT NORTHERN ARIZONA. 15,107 LIVES WERE IMPACTED BY THESE SPONSORSHIPS. THE FOUNDATION SUSPENDED ITS (CONT'D ON SCH. O) SPONSORSHIP PROGRAM IN MARCH 2020, DUE TO THE COVID-19 PANDEMIC. THE FOUNDATION AWARDED SCHOLARSHIPS TO 28 INDIVIDUALS PURSUING HEALTHCARE EDUCATION, AND RECEIVED GIFTS IN KIND THAT WERE SUBSEQUENTLY CONTRIBUTED DIRECTLY AND INDIRECTLY TO VARIOUS DEPARTMENTS OF NORTHERN ARIZONA HEALTHCARE AND ITS RELATED NONPROFIT HOSPITALS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $429,373 | ExpenseAmt |
| Grant | $402,813 | GrantAmt |
| Desc | DURING THE 2019 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, CHILDREN'S HEALTH, CARDIOVASCULAR SERVICES, CANCER CARE, PALLIATIVE AND HOSPICE CARE, EMERGENCY CARE, RESEARCH AND DEVELOPMENT, AND PATIENT, FAMILY, AND COLLEAGUE ASSISTANCE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $429,373 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $402,813 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $6,496,498 | 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 | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| 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 | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 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 103 | 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 |
|---|---|---|---|---|---|---|---|
| RICHARD A SMITH EDD | |||||||
| PRESIDENT/CEO/DIRECTOR | 40.00 | Yes (X) | Yes (X) | $587,859 | $0 | $6,281 | |
| MATTHEW BRASMER | |||||||
| VICE PRESIDENT OF DEVELOPMENT | 40.00 | $205,492 | $0 | $1,066 | Yes (X) | ||
| KARLA JACOBSEN CPA | |||||||
| SENIOR ACCOUNTANT | 40.00 | Yes (X) | $105,458 | $0 | $2,079 | ||
| WAYNE FOX CPA | |||||||
| TREASURER/DIRECTOR | 1.00 | Yes (X) | Yes (X) | $1,964 | $0 | $0 | |
| WILLIAM HICKS III ESQ | |||||||
| DIRECTOR | 1.00 | Yes (X) | $1,642 | $0 | $0 | ||
| ALICE GAGNAIRE | |||||||
| DIRECTOR | 1.00 | Yes (X) | Yes (X) | $1,518 | $0 | $0 | |
| DEIRDRE MELDRUM PHD | |||||||
| VICE CHAIR/DIRECTOR | 1.00 | Yes (X) | Yes (X) | $1,213 | $0 | $0 | |
| CHRIS BAVASI | |||||||
| CHAIR/DIRECTOR | 1.00 | Yes (X) | Yes (X) | $1,213 | $0 | $0 | |
| RICHARD KRUSE CPA | |||||||
| DIRECTOR | 1.00 | Yes (X) | $739 | $0 | $0 | ||
| OLIVER HARPER MD | |||||||
| DIRECTOR | 1.00 | Yes (X) | $415 | $0 | $0 | ||
| WILLIAM RILEY PHD | |||||||
| DIRECTOR | 1.00 | Yes (X) | $415 | $0 | $0 | ||
| CHUCK MARR | |||||||
| DIRECTOR (THRU 09/19) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES OUSLEY | |||||||
| SECRETARY/DIRECTOR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $907,928 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $9,426 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | Yes (1) | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $310,686 | FundraisingAmt |
| All Other Contributions | $3,262,740 | AllOtherContributionsAmt |
| Noncash Contributions | $219,392 | NoncashContributionsAmt |
| Total Contributions | $3,573,426 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANT ADMINISTRATION FEES | Desc |
| Business | 561000 | BusinessCd |
| Total Revenue Column | $7,493 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,493 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $7,493 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,211,974 | TotalRevenueColumnAmt |
| Exclusion | $1,211,974 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $107,987 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $310,686 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $204,303 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$96,316 | TotalRevenueColumnAmt |
| Exclusion | -$96,316 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,696,577 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,493 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,115,658 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,777,195 | TotalAmt |
| Program Services | $5,777,195 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $317,784 | TotalAmt |
| Program Services | $317,784 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $941,132 | TotalAmt |
| Program Services | $205,283 | ProgramServicesAmt |
| Management And General | $343,449 | ManagementAndGeneralAmt |
| Fundraising | $392,400 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $597,047 | TotalAmt |
| Program Services | $104,351 | ProgramServicesAmt |
| Management And General | $113,552 | ManagementAndGeneralAmt |
| Fundraising | $379,144 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $375,634 | TotalAmt |
| Program Services | $49,868 | ProgramServicesAmt |
| Management And General | $75,377 | ManagementAndGeneralAmt |
| Fundraising | $250,389 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,049 | TotalAmt |
| Program Services | $18,902 | ProgramServicesAmt |
| Management And General | $27,857 | ManagementAndGeneralAmt |
| Fundraising | $55,290 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $146,807 | TotalAmt |
| Management And General | $146,807 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,197 | TotalAmt |
| Management And General | $96,197 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,826 | TotalAmt |
| Management And General | $14,826 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,936 | TotalAmt |
| Program Services | $13,572 | ProgramServicesAmt |
| Management And General | $28,994 | ManagementAndGeneralAmt |
| Fundraising | $53,370 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,594 | TotalAmt |
| Management And General | $18,594 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,372 | TotalAmt |
| Program Services | $1,183 | ProgramServicesAmt |
| Management And General | $2,989 | ManagementAndGeneralAmt |
| Fundraising | $18,200 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,578 | TotalAmt |
| Management And General | $183 | ManagementAndGeneralAmt |
| Fundraising | $93,395 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,379 | TotalAmt |
| Program Services | $8,360 | ProgramServicesAmt |
| Management And General | $18,081 | ManagementAndGeneralAmt |
| Fundraising | $28,938 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,006 | TotalAmt |
| Fundraising | $8,006 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| BOARD EXPENSE | $68,114 | $68,114 | |
| DONOR CULTIVATION | $27,549 | $27,549 | |
| OTHER | $16,809 | $16,809 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,775,008 | TotalAmt |
| Program Services | $6,496,498 | ProgramServicesAmt |
| Management And General | $971,829 | ManagementAndGeneralAmt |
| Fundraising | $1,306,681 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,906 | BOYAmt |
| EOY | $60,168 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,148,400 | BOYAmt |
| EOY | $4,580,576 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,731,907 | BOYAmt |
| EOY | $1,187,699 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,183 | BOYAmt |
| EOY | $84,551 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $31,133 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $31,133 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,807,983 | BOYAmt |
| EOY | $36,545,823 | 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 | $46,889,379 | BOYAmt |
| EOY | $42,473,817 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $756,475 | BOYAmt |
| EOY | $657,527 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,822 | BOYAmt |
| EOY | $147,970 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,273 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $860,751 | BOYAmt |
| EOY | $238,519 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,736,321 | BOYAmt |
| EOY | $1,044,016 | 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 | $10,981,446 | BOYAmt |
| EOY | $6,722,093 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,171,612 | BOYAmt |
| EOY | $34,707,708 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,153,058 | BOYAmt |
| EOY | $41,429,801 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,889,379 | BOYAmt |
| EOY | $42,473,817 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$4,078,431 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $355,174 | 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 Minus3 Years | $38,031,508 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,600,391 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,143,076 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,573,426 | CurrentTaxYearAmt |
| Total | $55,348,401 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $38,031,508 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,600,391 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,143,076 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,573,426 | CurrentTaxYearAmt |
| Total | $55,348,401 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $46,609,002 | SubstantialContributorsTotAmt |
| Public Support Total170 | $8,739,399 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $484,941 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $731,174 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,282,949 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,211,974 | CurrentTaxYearAmt |
| Total | $3,711,038 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $9,195 | CurrentTaxYearMinus3YearsAmt |
| Total | $9,195 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $4,136 | CurrentTaxYearMinus2YearsAmt |
| Total | $4,136 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $59,072,770 | 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. | 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 | $212,792 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $1,281,961 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $26,640,220 | 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 | $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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 |
| Other Expenditures | $1,136,971 | OtherExpendituresAmt |
| Administrative Expenses | $415,097 | AdministrativeExpensesAmt |
| End Year Balance | $25,708,936 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 | 0.90350 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.09650 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $31,133 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $31,133 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 457 EMPLOYER LIABILITY | $191,711 |
| REFUNDABLE ADVANCES | $46,808 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $238,519 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $5,194,690 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $355,174 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $23,985 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $133,780 | OtherRevenueAmt |
| Revenue Not Reported | $512,939 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,681,751 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $14,826 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $14,826 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,696,577 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $8,917,947 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $23,985 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $133,780 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $157,765 | ExpensesNotReportedAmt |
| Expenses Subtotal | $8,760,182 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $14,826 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $14,826 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $8,775,008 | 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 133,780. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | DIRECT FUNDRAISING EVENT EXPENSES 133,780. |
| SCHEDULE D, PART V, LINE 4 | THE NORTHERN ARIZON 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 | TURQUOISE BALL | Event1Nm |
| Gross Receipts Event1 | $219,185 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $156,659 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $62,526 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $44,552 | NonCashPrizesEvent1Amt |
| Food And Beverage Event1 | $32,658 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $5,340 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $34,975 | OtherDirectExpensesEvent1Amt |
| Event2 | COPPER BALL | Event2Nm |
| Gross Receipts Event2 | $54,612 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $32,355 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $22,257 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $19,505 | NonCashPrizesEvent2Amt |
| Other Direct Expenses Event2 | $4,602 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 5 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $144,876 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $121,672 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $23,204 | GrossRevenueOtherEventsAmt |
| Non Cash Prizes Other Events | $6,626 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $21,246 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $11,790 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $23,009 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $418,673 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $310,686 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $107,987 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $70,683 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $21,246 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $44,448 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $5,340 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $62,586 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $204,303 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$96,316 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (32 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| BOYS & GIRLS CLUB OF FLAGSTAFF | ||||||||||
| 301 S PASEO DEL FLAG | FLAGSTAFF | AZ | 86001 | 860688398 | 501(C)(3) | $10,000 | GRANT TO SUPPORT HEALTHY LIFESTYLES PROGRAM FOR CHILDREN AND YOUTH, AGES 6-17, IN THE BELOW POVERTY LEVEL/HOMELESS/UNEMPLOYED/WORKING POOR SOCIO-ECONOMIC GROUP AND LIVING IN COCONINO AND NAVAJO COUNTIES | |||
| CANCER SUPPORT COMMUNITY ARIZONA | ||||||||||
| 360 E PALM LANE | PHOENIX | AZ | 85004 | 860897810 | 501(C)(3) | $35,000 | GRANT TO SUPPORT ADVANCING CANCER SUPPORT SERVICES IN NORTHERN ARIZONA | |||
| COCONINO COMMUNITY COLLEGE | ||||||||||
| 2800 S LONE TREE ROAD | FLAGSTAFF | AZ | 86005 | 860717956 | 501(C)(3) | $175,000 | GRANT TO SUPPORT COCONINO COMMUNITY COLLEGE NURSING, EMERGENCY MEDICAL SERVICES, AND FIRE/RESCUE PROGRAMS. | |||
| FLAGSTAFF MEDICAL CENTER | ||||||||||
| 1200 N BEAVER STREET | FLAGSTAFF | AZ | 86001 | 860110232 | 501(C)(3) | $447,393 | GRANTS TO SUPPORT HOSPITAL DEPARTMENT INITIATIVES INCLUDING PALLIATIVE CARE, PEDIATRIC TRAUMA, CHILDREN'S HEALTH, RESEARCH & EDUCATION AND OTHER COMMUNITY SUPPORT | $96,505 | DONOR REPORTED AND FMV | CLOTHING & HOUSEHOLD GOODS; BOOKS & PUBLICATIONS; GIFT CERTIFICATES, ETC. |
| HOZHONI FOUNDATION | ||||||||||
| 2133 N WALGREEN STREET | FLAGSTAFF | AZ | 86004 | 860255127 | 501(C)(3) | $22,000 | GRANT TO SUPPORT HOZONI HEALTH & HAPPINESS (H3) PROJECT | |||
| NORTH COUNTRY COMMUNITY HEALTH CENTER INC | ||||||||||
| PO BOX 3630 | FLAGSTAFF | AZ | 860033630 | 860663432 | 501(C)(3) | $84,522 | GRANTS TO SUPPORT GIRLS ON THE RUN PROGRAM EXPANSION, WELL WOMAN HEALTHCHECK TREATMENT LINK PROGRAM, AND NORTHERN ARIZONA CARE AFTER SEXUAL ASSAULT (NACASA) PROGRAM | |||
| NORTHERN ARIZONA ADAPTIVE SPORTS ASSOCIATION | ||||||||||
| PO BOX 1903 | FLAGSTAFF | AZ | 86002 | 813359695 | 501(C)(3) | $30,000 | GRANT TO SUPPORT SNOWBOWL ADAPTIVE SPORTS PROGRAM TO TRAIN INSTRUCTORS AND PROVIDE SNOW EXPERIENCES TO INDIVIDUALS WITH DISABILITIES | |||
| NORTHERN ARIZONA HEALTHCARE | ||||||||||
| 1200 N BEAVER STREET | FLAGSTAFF | AZ | 86001 | 742410946 | 501(C)(3) | $280,537 | 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 | $10,608 | DONOR REPORTED AND FMV | CLOTHING & HOUSEHOLD GOODS FOR SPECIAL CARE NURSERY |
| NORTHERN ARIZONA UNIVERSITY | ||||||||||
| PO BOX 122 | FLAGSTAFF | AZ | 86002 | 866004791 | 501(C)(3) | $45,000 | SUPPORT NAU PROGRAMS THAT PROVIDE HEALTHCARE, INCLUDING BEHAVIORAL HEALTH, TO NAU ATHLETES | |||
| NORTHERN ARIZONA UNIVERSITY FOUNDATION | ||||||||||
| PO BOX 4094 | FLAGSTAFF | AZ | 86011 | 860193726 | 501(C)(3) | $111,000 | CONTRIBUTION TO SUPPORT A NURSING SCHOLARSHIP PROGRAM AND GRANT TO SUPPORT NAU SCHOOL OF NURSING IMPROVING CONFIDENCE OF HEALTHCARE PROVIDERS PROGRAM | |||
| NORTHLAND HOSPICE & PALLIATIVE CARE INC | ||||||||||
| PO BOX 997 | FLAGSTAFF | AZ | 86002 | 742385187 | 501(C)(3) | $37,700 | GRANT TO SUPPORT HOSPICE ASSISTED LIVING CARE | |||
| POORE MEDICAL CLINIC | ||||||||||
| 120 W FINE | FLAGSTAFF | AZ | 86001 | 800751712 | 501(C)(3) | $10,000 | GRANT TO ASSIST WITH PATIENT CARE TO UNINSURED AND UNDERINSURED PATIENTS | |||
| RONALD MCDONALD HOUSE CHARITIES OF CENTRAL AND NORTHERN ARIZONA | ||||||||||
| 501 E ROANOKE AVENUE | PHOENIX | AZ | 85004 | 953526934 | 501(C)(3) | $25,000 | GRANT TO SUPPORT HELP A FAMILY PROGRAM | |||
| SEDONA INTERNATIONAL FILM FESTIVAL | ||||||||||
| PO BOX 162 | SEDONA | AZ | 86339 | 200351857 | 501(C)(3) | $25,000 | EVENT SPONSORSHIP | |||
| STEPS TO RECOVERY | ||||||||||
| 516 E STATE ROUTE 89A SUITE 113 | COTTONWOOD | AZ | 86326 | 463225513 | 501(C)(3) | $52,000 | GRANT TO SUPPORT PROJECT EMPOWER 2.0 PROGRAM-HELPING PERSONS RECOVERING FROM SUBSTANCE ABUSE & EVENT SPONSORSHIP | |||
| TUBA CITY REGIONAL HEALTHCARE CORPORATION | ||||||||||
| PO BOX 600 | TUBA CITY | AZ | 860450600 | 043651340 | 501(C)(3) | $25,533 | GRANT TO SUPPORT IMPROVING THE COMFORT AND QUALITY OF LIFE OF TCRHCC CANCER PATIENTS PROGRAM | |||
| VERDE VALLEY CAREGIVERS COALITION | ||||||||||
| 299 VAN DEREN ROAD SUITE 2 | SEDONA | AZ | 86336 | 860725787 | 501(C)(3) | $50,000 | GRANT TO SUPPORT COMMUNITY-BASED CARE COORDINATION WITH ACCESSIBLE MOBILITY FOR HIGH-NEEDS ELDERLY | |||
| VERDE VALLEY MEDICAL CENTER | ||||||||||
| 1200 N BEAVER STREET | FLAGSTAFF | AZ | 86001 | 860100882 | 501(C)(3) | $565,622 | GRANT TO SUPPORT MOVING UPSTREAM PROGRAM AND GRANTS TO SUPPORT HOSPITAL DEPARTMENT INITIATIVES INCLUDING PALLIATIVE AND COMPLEMENTARY PATIENT CARE | $15,907 | DONOR REPORTED AND FMV | COVID-RELATED MASKS, GOWNS, GLOVES, RESPIRATORS, ETC. |
| WILLIAMS HOSPITAL DISTRICT OF COCONINO COUNTY | ||||||||||
| 301 S 7TH STREET | WILLIAMS | AZ | 86046 | 866000441 | GOVERNMENT | $3,230,653 | FUND CONSTRUCTION OF A NEW HEALTHCARE CENTER TO PROVIDE ACCESS TO HEALTHCARE SERVICES TO RESIDENTS OF THE CITY OF WILLIAMS AND OUTLYING AREAS SUCH AS TUSAYAN, RED LAKE, ASH FORK AND PARKS. | |||
| CATHOLIC CHARITIES COMMUNITY SERVICES INC | ||||||||||
| 4747 N 7TH AVENUE | PHOENIX | AZ | 85013 | 860223999 | 501(C)(3) | $65,958 | GRANT TO SUPPORT THE CLOSING THE GAP PROGRAM | |||
| WEST YAVAPAI GUIDANCE CLINIC | ||||||||||
| 3343 WINDSONG DR | PRESCOTT VALLEY | AZ | 86314 | 860206928 | 501(C)(3) | $50,000 | GRANT TO SUPPORT CRISIS STABILIZATION UNIT | |||
| NAVAJO-HOPI HEALTH FOUNDATION | ||||||||||
| 167 N MAIN ST | TUBA CITY | AZ | 860450600 | 453548948 | 501(C)(3) | $43,864 | GRANT TO SUPPORT PANDEMIC MITIGATION EFFORTS ON NAVAJO AND HOPI RESERVATIONS | |||
| THE HOPI FOUNDATION | ||||||||||
| PO BOX 301 | KYKOTSMOVI | AZ | 86039 | 742488628 | 501(C)(3) | $40,000 | GRANT TO SUPPORT PANDEMIC MITIGATION EFFORTS ON THE HOPI RESERVATION | |||
| FLAGSTAFF UNIFIED SCHOOL DISTRICT NO 1 | ||||||||||
| 3285 E SPARROW AVENUE | FLAGSTAFF | AZ | 86004 | 860593041 | GOVERNMENT | $33,000 | W.F. KILLIP ELEMENTARY SCHOOL AND COMMUNITY LEARNING CENTER - COORDINATED SCHOOL HEALTH PLAN | |||
| LEG UP THERAPY INC | ||||||||||
| 2200 N MONDALE LANE | CAMP VERDE | AZ | 86322 | 461370983 | 501(C)(3) | $25,000 | GRANT TO PROVIDE THE DISABLED A LEG UP TO SUCCESS IN THE COMMUNITY | |||
| NAVAJO COUNTY COMMUNITY COLLEGE DBA NORTHLAND PIONEER COLLEGE | ||||||||||
| PO BOX 610 | HOLBROOK | AZ | 86025 | 860277526 | GOVERNMENT | $25,000 | GRANT TO FUND PROGRAM TO TRAIN QUALIFYING EXCEPTIONAL SURGICAL TECHHNOLOGISTS THROUGH SIMULATION - QESTS | |||
| RED EARTH THEATRE COMPANY | ||||||||||
| 205 SUNSET DRIVE 135 | SEDONA | AZ | 86336 | 463424602 | 501(C)(3) | $20,000 | GRANT TO SUPPORT VETERANS SPEAK - PERFORMING WELLNESS PROGRAM | |||
| ADULT COMMUNITY CENTER OF ARIZONA | ||||||||||
| 2615 MELODY LANE | SEDONA | AZ | 86336 | 860491174 | 501(C)(3) | $17,000 | GRANT TO SUPPORT VITAL FOOD SERVICES PROGRAM | |||
| CIVITAN FOUNDATION INC | ||||||||||
| 12635 N 42ND STREET | PHOENIX | AZ | 85032 | 237036797 | 501(C)(3) | $6,500 | GRANT TO SUPPORT CAMP CIVITAN MEDICAL UPGRADE PROJECT | |||
| FLAGSTAFF CHAMBER OF COMMERCE | ||||||||||
| 101 W ROUTE 66 | FLAGSTAFF | AZ | 86001 | 860020635 | 501(C)(3) | $5,500 | EVENT SPONSORSHIP - 2020 ATHENA AWARDS | |||
| AMERICAN RED CROSS OF GREATER PHOENIX | ||||||||||
| 4747 N 22ND STREET SUITE 100 | PHOENIX | AZ | 85016 | 530196605 | 501(C)(3) | $5,000 | EVENT SPONSORSHIP - NORTHERN ARIZONA FLAGSTAFF COMMUNITY LEADERS BREAKFAST | |||
| HIGHLANDS FIRE DISTRICT | ||||||||||
| 3350 OLD MUNDS HIGHWAY | FLAGSTAFF | AZ | 86005 | 860949933 | GOVERNMENT | $5,000 | GRANT TO SUPPORT COMMUNITY INTEGRATED PARAMEDIC PROGRAM | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 32 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| SCHOLARSHIPS | 28 | $28,000 |
| ASSISTANCE FOR COVID-19 RELATED FINANCIAL HARDSHIPS | 205 | $282,784 |
| FINANCIAL ASSISTANCE TO INJURED EMERGENCY MEDICAL TECHNICIANS AND/OR THEIR SURVIVORS | 3 | $7,000 |
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 TO MONITOR THE USE OF GRANT FUNDS THAT INCLUDES REQUIRING MID-TERM AND ANNUAL REPORTING BY THE GRANTEE AND ON-SIGHT INSPECTIONS BY FOUNDATION PERSONNEL. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | 0 | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| 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 | $262,803 | $0 | $291,544 | $0 | $33,512 | $0 | $0 | $0 | $6,281 | $0 | $594,140 | $0 | $0 | $0 |
| MATTHEW BRASMER | ||||||||||||||
| VICE PRESIDENT OF DEVELOPMENT | $176,740 | $0 | $27,223 | $0 | $1,529 | $0 | $0 | $0 | $1,066 | $0 | $206,558 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | BOARD MEMBERS ARE ENCOURAGED TO BRING COMPANIONS TO OUT-OF-TOWN BOARD MEETINGS AND IT IS CORPORATE PRACTICE TO REIMBURSE THOSE BOARD MEMBERS WHO REQUEST REIMBURSEMENT, MOST OF WHOM DO NOT. THE ORGANIZATION PAYS ANNUAL DUES FOR MEMBERSHIPS IN TWO LOCAL AREA PRIVATE GOLF CLUBS. BY VIRTUE OF THESE MEMBERSHIPS, ONE OF WHICH IS OWNED BY ITS CEO, THE ORGANIZATION IS ALLOWED TO HOST THREE OF ITS ANNUAL FUNDRAISING EVENTS AND TO ENTERTAIN CURRENT AND PROSPECTIVE DONORS FOR CULTIVATION AND ACQUISITION PURPOSES AT THESE SOCIAL CLUBS. ALL COMPANION TRAVEL IS REPORTED AS COMPENSATION AND ESTIMATED PERSONAL USE OF SOCIAL MEMBERSHIPS ARE REPORTED AS COMPENSATION. |
| PART I, LINE 1B | BOARD MEMBERS' COMPANION TRAVEL EXPENSES ARE PAID AT BOARD DIRECTION. SOCIAL CLUB DUES ARE PAID BY THE ORGANIZATION IN ACCORDANCE WITH CEO'S EMPLOYMENT AGREEMENT, WHICH WAS APPROVED BY THE FOUNDATION BOARD OF DIRECTORS. ALL COMPANION TRAVEL IS REPORTED AS COMPENSATION AND ESTIMATED PERSONAL USE OF SOCIAL MEMBERSHIPS ARE 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 A COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS OF THE ORGANIZATION USING THE MARKET STUDY AND THE FOLLOWING METHODS: WRITTEN CONTRACT, ORGANIZATION MISSION, OPINION OF INDEPENDENT CONSULTANT, AND ORGANIZATION MISSION. |
| PART I, LINE 4B | (1) THE ORGANIZATION'S CEO PARTICIPATED IN A 457(F) NON-QUALIFIED DEFERRED COMPENSATION PLAN ESTABLISHED BY THE ORGANIZATION EFFECTIVE AS OF JULY 1, 2016. THE CEO IS THE ONLY PARTICIPANT IN THIS PLAN. PER THE PLAN DOCUMENT, A DISTRIBUTION OF $206,087 (INCLUDING IMPUTED EARNINGS) WAS MADE TO THE CEO ON AUGUST 30, 2019, AS REQUIRED BY THE PLAN DOCUMENT. ESTIMATED ADDITIONAL DISTRIBUTIONS OF $135,502 WERE ACCRUED AS OF JUNE 30, 2020. (2) THE ORGANIZATION'S VP OF DEVELOPMENT PARTICIPATED IN A 457(F) NON-QUALIFIED DEFERRED COMPENSATION PLAN ESTABLISHED BY THE ORGANIZATION EFFECTIVE AUGUST 27, 2018. THE VP OF DEVELOPMENT IS THE ONLY PARTICIPANT IN THIS PLAN. ESTIMATED DISTRIBUTIONS FROM THE PLAN OF $76,412 WERE ACCRUED AS OF JUNE 30, 2020. |
| PART I, LINE 7 | NORTHERN ARIZONA HEALTHCARE FOUNDATION MAKES ANNUAL, DISCRETIONARY BONUS 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 | 40 | ContributionCnt |
| Noncash Contributions Rpt F990 | $25,925 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | DONOR ESTIMATE | MethodOfDeterminingRevenuesTxt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $599 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | RETAIL VALUE/DONOR EST | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $40,077 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | RETAIL VALUE/DONOR EST | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (8 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | COVID19 MASKS, GLOVES, GOWNS ETC | 109030 | $81,458 | RETAIL VALUE/DONOR E |
| Yes (X) | GIFT CERTIFICATES | 957 | $52,674 | RETAIL VALUE |
| Yes (X) | TICKETS/ADMISSION | 64 | $6,021 | RETAIL VALUE |
| Yes (X) | EVENT FOOD | 4545 | $4,972 | RETAIL VALUE/DONOR E |
| Yes (X) | JEWELRY | 7 | $4,311 | RETAIL VALUE/DONOR E |
| Yes (X) | TOYS | 301 | $1,870 | RETAIL VALUE/DONOR E |
| Yes (X) | ALCOHOL | 55 | $1,241 | RETAIL VALUE/DONOR E |
| Yes (X) | MEMBERSHIPS | 2 | $245 | RETAIL VALUE/DONOR E |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
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 (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 3 | THE FOUNDATION TERMINATED ITS GRANT SOLICITATION PROGRAM TO BENEFIT NORTHERN ARIZONA HEALTHCARE CORPORATION IN MARCH 2020. |
| 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 FOUNDATION'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 SECUNDED 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 NAHF'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. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICIES ARE AVAILABLE UPON REQUEST. |
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