2019-03-29T16:14:55-05:00 2018-06-30 450250958 EIDE BAILLY LLP 1850 N CENTRAL AVE STE 400 PHOENIX AZ 850044624 990 2017-07-01 861007325 CUTTY LEGACY FOUNDATION CUTT 4808388111 215 W LODGE DR TEMPE AZ 85283 MARK RICHWINE BOARD CHAIR 4808388111 2019-03-09 1 BRENDA BLUNT P00075126 6022645844 2019-03-09 8.39.233.13 2019-03-09 16:48:58 US P DD42EB3109DED06EDD531521D01968A08CDB655C D4504F3418A69B1F64DD2B85EBC785D26ACEAFAF 2017 2019-02-21 02:37:17Z JEFF BERNICK 215 W LODGE DR TEMPE AZ 85283 60484 0 X N/A X 2000 AZ TO HELP RAISE FUNDS TO SUPPORT THE ACTIVITIES OF THE CENTERS FOR HABILITATION, (CON'T ON SCH O) ASSIST INDIVIDUALS WITH DISABILITIES WHEN OTHER SOURCES ARE NOT AVAILABLE AND SUPPORTING FAMILIES CARING FOR INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES. 18 17 0 0 0 0 3682 0 33000 33000 20381 27484 0 0 57063 60484 18709 0 0 0 1349 0 0 0 0 56397 38134 76455 38134 -19392 22350 1719930 1758630 293735 283300 1426195 1475330 TO HELP RAISE FUNDS TO SUPPORT THE ACTIVITIES OF THE CENTERS FOR HABILITATION, ASSIST INDIVIDUALS WITH DISABILITIES WHEN OTHER SOURCES ARE NOT AVAILABLE AND SUPPORTING FAMILIES CARING FOR INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES. 0 0 23119 33000 HELPING HANDS FUND PROVIDES GRANT DOLLARS TO INDIVIDUALS AND FAMILIES WHO MAY NOT BE ELIGIBLE FOR FUNDING THROUGH THE ARIZONA DEPARTMENT OF ECONOMIC SECURITY/DIVISION OF DEVELOPMENTAL DISABILITIES AND YET STILL DESPERATELY NEED MEDICAL TREATMENT, EQUIPMENT, OR SUPPLIES TO LIVE MORE SATISFYING LIVES. THE CUTTY LEGACY FOUNDATION (TCLF) ALSO PROVIDES FINANCIAL SUPPORT TO THE CENTERS FOR HABILITATION. TCLF HAS SPECIALIZED PROGRAMS TO ASSIST FAMILIES IN LIFE PLANNING AND PROVIDING SCHOLARSHIPS TO STUDENTS WITH SPECIAL NEEDS.FOR THE YEAR ENDED JUNE 30, 2018, GRANTS WERE NOT PROVIDED IN PREPARATION FOR A LARGER GRANT IN THE NEXT FISCAL YEAR. 23119 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 2 0 1 0 0 0 0 0 0 0 0 0 0 0 X 18 17 0 1 0 0 0 1 1 1 0 0 0 1 1 1 1 1 1 0 0 0 AZ X JAYASHREE GANESAN 4808388111 215 WEST LODGE DRIVE TEMPE AZ 85283 HARVERY GIBSON DIRECTOR 0.50 0.50 X 0 0 0 MEEGAN ADAMS DIRECTOR (THRU 2/18) 0.50 0.50 X 0 0 0 JEFF BERNICK DIRECTOR 0.50 0.50 X 0 0 0 DR ANNA BATTLE DIRECTOR 0.50 0.50 X 0 0 0 SHERYL CARITY DIRECTOR 0.50 0.50 X 0 0 0 KIMBERLY DAVIS DIRECTOR 0.50 0.50 X 0 0 0 ANDREW JOHNSON DIRECTOR 0.50 0.50 X 0 0 0 KORY KOBER DIRECTOR 0.50 0.50 X 0 0 0 MARTHA BYRD DIRECTOR 0.50 0.50 X 0 0 0 BILL MCMULLEN DIRECTOR 0.50 0.50 X 0 0 0 GREG RUIZ DIRECTOR 0.50 0.50 X 0 0 0 KIMBERLY SHIPMAN DIRECTOR 0.50 0.50 X 0 0 0 KEVIN THOMPSON DIRECTOR 0.50 0.50 X 0 0 0 PAT LITTLE-UPAH DIRECTOR 0.50 0.50 X 0 0 0 MARK RICHWINE CHAIR 0.50 0.50 X X 0 0 0 BRENDA BUREN VICE-CHAIR 0.50 0.50 X X 0 0 0 MEAGHAN KRAMER SECRETARY 0.50 0.50 X X 0 0 0 CLIFF JONES TREASURER 0.50 0.50 X X 0 0 0 SHANA ELLIS DIRECTOR/CEO 2.00 38.00 X X 0 179485 14283 0 179485 14283 0 0 1 0 0 RENTAL INCOME 531120 33000 33000 33000 27484 27484 60484 33000 0 27484 6700 6700 8315 8315 9368 9368 13751 13751 38134 23119 15015 0 8832 15330 70000 70000 942000 130632 825119 811368 815979 861932 1719930 1758630 200322 187487 93413 95813 293735 283300 X 1426195 1475330 1426195 1475330 1719930 1758630 22350 26785 0 X 0 1 X 1 0 X X 1 THE CENTERS FOR HABILITATIONTCH 860217033 10 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 PART I, LINE 12, G(VI) THE FOUNDATION PROVIDES TWO SINGLE-FAMILY HOMES TO ITS SUPPORTED ORGANIZATION FOR A FIXED RENT OF $33,000 PER YEAR. THE FAIR MARKET VALUE OF THE TWO SINGLE-FAMILY HOMES HAS NOT BEEN DETERMINED, NOR IS THE RENTAL RATE ADJUSTED TO MARKET. 565000 565000 377000 130632 246368 811368 DUE TO RELATED PARTY 95813 95813 X PART X, LINE 2: THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ITS ANNUAL FILING REQUIREMENTS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. 0 0 0 0 0 0 0 0 0 SHANA ELLIS DIRECTOR/CEO 0 167016 0 0 0 12469 0 7500 0 6783 0 193768 0 0 PART I, LINE 3 THE CEO IS PAID BY THE CENTERS FOR HABILITATION, A RELATED TAX-EXEMPT ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 3 EMPLOYEES OF THE CENTERS FOR HABILITATION (TCH) PROVIDE ADMINISTRATIVE AND MANAGEMENT SUPPORT FOR THE ORGANIZATION. THE ORGANIZATION REIMBURSES TCH FOR THESE EXPENSES. FORM 990, PART VI, SECTION A, LINE 7A DIRECTORS OF THE SUPPORTED ORGANIZATIONS, TCH, ARE AUTOMATICALLY, BY REASON OF SUCH OFFICE, ELECTED AS A DIRECTORS OF CUTTY LEGACY FOUNDATION (CLF). THE PRESIDENT/CEO OF TCH IS AUTOMATICALLY A VOTING MEMBER OF THE BOARD OF DIRECTORS AND THE CEO OF CLF. THE TERM OF EACH DIRECTOR AND OFFICER IS DEPENDENT ON THEIR TERM WITHIN TCH. FORM 990, PART VI, SECTION A, LINE 7B THE SUPPORTED ORGANIZATION, TCH, HAS THE RIGHT AND AUTHORITY TO APPROVE: AMENDMENTS TO ARTICLES OF INCORPORATION OR BYLAWS; INCURRENCE OF DEBT (OTHER THAN TRADE DEBT INCURRED IN THE ORDINARY COURSE OF THE ORGANIZATION'S OPERATIONS); ADOPTION OF PLAN OF MERGER OR CONSOLIDATION; SALE, LEASE, EXCHANGE, MORTGAGE, PLEDGE OR OTHER DISPOSITION OF ALL, OR SUBSTANTIALLY ALL, THE ASSETS OF THE ORGANIZATION; AND DISSOLUTION OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND REVIEWED BY THE CFO OF TCH. THEN, A DRAFT FORM 990 WILL BE EMAILED TO THE MEMBERS OF THE BOARD FOR REVIEW PRIOR TO THE FILING OF THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C IT IS THE POLICY OF THE CUTTY LEGACY FOUNDATION (CLF) TO AVOID ANY CONFLICT OF INTEREST IN SERVICE ON OR ACTIONS TAKEN BY THE BOARD OF DIRECTORS (THE "BOARD"). A DIRECTOR SHALL NOT VOTE ON NOR PARTICIPATE IN THE BOARD DISCUSSION REGARDING ANY MATTER THAT WILL DIRECTLY OR INDIRECTLY FINANCIALLY AFFECT ANOTHER SERVICE ORGANIZATION, BUSINESS, OR ACTIVITY WITH WHICH THAT DIRECTOR IS ALSO CLOSELY ASSOCIATED AND MAY PERSONALLY BENEFIT FROM THAT ASSOCIATION. IF IT IS DETERMINED THAT A CONFLICT DOES EXIST, THAT PERSON SHALL NOT VOTE ON NOR PARTICIPATE IN THE DISCUSSION OF ANY MATTERS RELATED TO THE ITEM THAT CREATES THE CONFLICT FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION DOES NOT COMPENSATE ANY OFFICERS OR DIRECTORS. THE CEO IS COMPENSATED BY THE CENTERS FOR HABILITATION (TCH). TCH'S EXECUTIVE COMMITTEE RECOMMENDS THE CEO'S COMPENSATION TO THE BOARD FOR THEIR APPROVAL. ONLY INDEPENDENT MEMBERS OF THE EXECUTIVE COMMITTEE AND BOARD ARE PERMITTED TO DELIBERATE AND VOTE ON THE COMPENSATION. THE EXECUTIVE COMMITTEE REFERS TO INFORMATION REPORTED IN THE 990 RETURNS OF COMPARABLE ORGANIZATIONS AND OTHER DATA SOURCES IN THEIR DECISION, WHICH IS CONTEMPORANEOUSLY DOCUMENTED IN THE COMMITTEE'S MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE CENTERS FOR HABILITATIONTCH 215 WEST LODGE DRIVE TEMPE AZ 85283 860217033 SUPPORT PEOPLE WITH DISABILITIES AZ 501(C)(3) LINE 10 N/A 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 1 1 0 0 0