2016-05-10T15:56:59-05:00 2015-06-30 450250958 EIDE BAILLY LLP 1850 N CENTRAL AVE SUITE 400 PHOENIX AZ 850044527 990 2014-07-01 861007325 CUTTY LEGACY FOUNDATION CUTT 4808388111 215 W LODGE DR TEMPE AZ 85283 JEFF WENTZEL DIRECTOR 4808388111 2016-05-02 1 BRENDA BLUNT P00075126 6022645844 2016-05-02 2014 2016-08-17 19:52:53Z SHANA ELLIS 215 W LODGE DR TEMPE AZ 85283 72429 0 X N/A X 2000 AZ TO HELP RAISE FUNDS TO SUPPORT THE ACTIVITIES OF THE CENTERS FOR HABILITATION, ASSIST INDIVIDUALS WHEN OTHER SOURCES ARE NOT AVAILABLE AND SUPPORTING FAMILIES CARING FOR INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES. 8 7 0 10 0 0 6165 11817 33000 33000 41998 27612 0 0 81163 72429 16205 22788 0 0 26605 10795 0 0 541 59297 54232 102107 87815 -20944 -15386 1778933 1738097 321688 309316 1457245 1428781 TO HELP RAISE FUNDS TO SUPPORT THE ACTIVITIES OF THE CENTERS FOR HABILITATION AND ASSIST INDIVIDUALS WHEN OTHER SOURCES ARE NOT AVAILABLE. 0 0 69934 22788 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. 69934 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 1 1 0 0 0 0 0 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 X 8 7 0 1 0 0 0 1 1 1 0 0 0 1 1 1 1 1 1 1 0 0 AZ X JAY GANESAN 4808388111 215 W LODGE DR TEMPE AZ 85283 ELVA COOR DIRECTOR 0.50 X 0 0 0 DAVID BEACH DIRECTOR 0.50 X 0 0 0 JOE BRANDT THROUGH 41315 DIRECTOR 0.50 X 0 0 0 DAVE FACKLER THROUGH 7114 DIRECTOR 0.50 X 0 0 0 JEFF BERNICK DIRECTOR 0.50 X 0 0 0 JEFF WENTZEL DIRECTOR 0.50 X 0 0 0 SHANA ELLIS DIRECTOR (PRESIDENT/CEO OF TCH) 2.00 38.00 X 0 130089 0 BILL MCMULLEN SECRETARY 0.50 X X 0 0 0 CONNIE JUNGBLUTH VICE CHAIR 0.50 X X 0 0 0 RICK GARRETT CHAIR 0.50 X X 0 0 0 0 130089 0 0 0 0 0 0 11817 11817 RENTAL INCOME 531120 33000 33000 33000 26242 26242 1370 0 1370 1370 1370 72429 33000 0 27612 X 17299 17299 5489 5489 10028 1003 8524 501 767 74 653 40 4250 4250 20847 20847 524 524 134 134 11090 11090 13751 13751 SUPPLIES 1524 381 1143 ADMINISTRATION 1425 1425 TELEPHONE 687 687 87815 69934 17340 541 44041 32420 942000 89380 866371 852620 868521 853057 1778933 1738097 3548 3594 14276 0 235297 224185 68567 81537 321688 309316 X 1457245 1428781 1457245 1428781 1778933 1738097 -15386 -13077 0 X 0 1 X 1 0 X X 1 THE CENTERS FOR HABILITATIONTCH 860217033 9 1 22788 0 1 22788 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 565000 565000 377000 89380 287620 852620 DUE TO RELATED PARTY 81537 81537 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. 1 THE CENTERS FOR HABILITATIONTCH 215 W LODGE DR TEMPE AZ 85283 860217033 501(C)(3) 17299 PROGRAM SUPPORT 1 0 FUNDING OF DENTAL CARE. 2 3487 FUNDING OF VEHICLE REPAIR. 2 2002 PART I, LINE 2: ALL GRANT REQUESTS ARE APPROVED BY THE BOARD OF DIRECTORS. GRANTS TO ORGANIZATIONS ARE NOT MONITORED AFTER APPROVAL IS GIVEN. PART III CUTTY LEGACY FOUNDATION PROVIDES GRANTS FOR INDIVIDUALS THAT FALL UNDER OUR CHARITABLE CLASS. WE DO NOT PROVIDE THE FUNDING DIRECTLY TO THE INDIVIDUALS. THE PAYMENTS ARE MADE DIRECTLY TO THE PROVIDER. 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 THE SUPPORTED ORGANIZATION, TCH, ELECTS THE BOARD OF DIRECTORS FOR THE CUTTY LEGACY FOUNDATION. 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 11 THE FORM 990 WAS PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND REVIEWED BY THE CFO OF TCH. THEN, A DRAFT FORM 990 WAS E-MAILED TO THE MEMBERS OF THE GOVERNING BODY FOR REVIEW PRIOR TO FILING 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") OF CLF. 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. ANNUALLY, EACH DIRECTOR IS REQUIRED TO SIGN OFF ON THE ORGANIZATION'S CONFLICT OF INTEREST POLICY STATEMENT. THE SIGNED OFF POLICY STATEMENTS ARE INITIALLY REVIEWED BY THE CEO OF TCH AND CFO OF TCH FOR COMPLIANCE WITH THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. ANY ITEMS OF A QUESTIONABLE NATURE ARE THEN REVIEWED BY THE BOARD, AND EACH ITEM IS DEALT WITH INDIVIDUALLY DEPENDING ON THE CIRCUMSTANCE. 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 15A FORM 990, PART VI, SECTION B, LINE 15: THE ORGANIZATION DOES NOT COMPENSATE ANY OFFICERS OR DIRECTORS. THE ORGANIZATION REIMBURSES A PORTION OF THE COMPENSATION OF THE TOP MANAGEMENT OFFICIAL OF TCH FOR SERVICES PROVIDED TO THE ORGANIZATION. TCH'S EXECUTIVE COMMITTEE RECOMMENDS HER 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. FORM 990, PART IX, LINE 11G CONSULTING SERVICES : PROGRAM SERVICE EXPENSES 20,847. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 20,847. THE CENTERS FOR HABILITATIONTCH 215 WEST LEDGE DRIVE TEMPE AZ 85283 860217033 SUPPORT PEOPLE WITH DISABILITIES AZ 501(C)(3) 7 N/A 0 0 1 0 0 1 0 0 0 0 1 0 0 0 1 1 0 1 0 0