2015-02-13T16:07:22-06:00 2014-06-30 860133881 HENRY & HORNE LLP 2055 E WARNER RD STE 101 TEMPE AZ 85284 990 2013-07-01 860097240 ST LUKE'S HEALTH INITIATIVES STLU 6023856500 2929 N CENTRAL AVENUE NO 1550 PHOENIX AZ 85012 SUZANNE PFISTER CEO 6023856500 2015-02-12 1 COLETTE KAMPS CPA P00367616 4808394900 2015-02-12 2013 2016-02-25 16:41:14Z SUZANNE PFISTER 2929 N CENTRAL AVENUE NO 1550 PHOENIX AZ 85012 26205131 0 X WWW.SLHI.ORG X 1908 AZ TO INFORM, CONNECT AND SUPPORT EFFORTS TO IMPROVE THE HEALTH OF INDIVIDUALS & COMMUNITIES IN AZ. 26 25 15 25 0 -275884 142565 431031 0 0 5766884 8571698 0 0 5909449 9002729 0 0 0 0 1371343 1238922 0 0 0 2929804 3741224 4301147 4980146 1608302 4022583 108853801 124981179 1164691 1206182 107689110 123774997 X TO INFORM, CONNECT AND SUPPORT EFFORTS TO IMPROVE THE HEALTH OF INDIVIDUALS AND COMMUNITIES IN ARIZONA. 0 0 2367936 SLHI INVESTS IN THE DEVELOPMENT AND SUPPORT OF ACTIVITIES, PROGRAMS AND ORGANIZATIONS THAT IMPROVE THE HEALTH OF PEOPLE AND THEIR COMMUNITIES. 969543 HEALTH POLICY - SLHI'S HEALTH POLICY PROGRAM'S PURPOSE IS TO CONDUCT RELEVANT AND TIMELY POLICY RESEARCH, TO PROVIDE BALANCED, NON-PARTISAN INFORMATION ON HEALTH ISSUES IN ARIZONA AND TO SERVE AS A CONVENER TO DISCUSS THOSE ISSUES AND TRANSLATE IDEAS IN ACTION. THIS HAS MANIFESTED ITSELF MOST CLEARLY IN SUPPORT FOR THE COVER AZ COALITION, A GROUP OF MORE THAN 600 ORGANIZATIONS THAT ARE HELPING TO ENROLL PEOPLE IN MEDICAID AND THE FEDERAL INSURANCE MARKETPLACE. SLHI SUPPORTS ENROLLMENT ASSISTANCE, PUBLIC AWARENESS AND COMMUNITY OUTREACH FOR THIS STATEWIDE EFFORT. IT IS ALSO ENGAGED IN A STATEWIDE ANALYSIS OF THE HEALTHCARE WORKFORCE TO DETERMINE CURRENT LEVELS AND PROJECTED DEMAND. 406961 COMMUNITY DEVELOPMENT - SUPPORTING STRENGTH-BASED COMMUNITY DEVELOPMENT EVOLVED FROM THE HEALTH IN A NEW KEY INITIATIVE. THE IDEA IS TO ASSIST COMMUNITIES TO DISCOVER THEIR OWN RESOURCES AND LEVERAGE EXTERNAL SUPPORT TO ADDRESS COMMUNITY HEALTH ISSUES. SLHI HAS SUPPORTED EFFORTS TO IMPROVE HEALTHY EATING AND ACTIVE LIVING AND TO INCREASE ACCESS TO HEALTH CARE. 201025 THE TECHNICAL ASSISTANCE PROGRAM'S PURPOSE IS TO HELP COALITIONS OF SMALL- TO MID-SIZE NONPROFIT AGENCIES DEVELOP THE TOOLS AND RESOURCES THEY NEED TO RESOLVE CRITICAL MANAGEMENT AND COMMUNITY HEALTH ISSUES BY PROVIDING THEM WITH TECHNICAL ASSISTANCE. 201025 3945465 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 1 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 23 0 15 1 0 1 CJ BD 0 0 0 0 0 0 0 0 0 X 26 25 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AZ X X THE ORGANIZATION 6023856500 2929 N CENTRAL AVENUE NO 1550 PHOENIX AZ 85012 ROBERT APPLEWHITE TRUSTEE 1.00 X 0 0 0 MUSTAPHA MAHMUD TRUSTEE 1.00 X 0 0 0 DANIEL R CALLAHAN TRUSTEE 1.00 X 0 0 0 JAVIER CARDENAS MD TRUSTEE 1.00 X 0 0 0 RANDAL C CHRISTENSEN MD TRUSTEE 1.00 X 0 0 0 DAN C COLEMAN TRUSTEE 1.00 X 0 0 0 BOB ENGLAND TRUSTEE 1.00 X 0 0 0 FRANK FAIRBANKS TRUSTEE 1.00 X 0 0 0 PRISCILLA FOOTE TRUSTEE 1.00 X 0 0 0 VANESSA HILL TRUSTEE 1.00 X 0 0 0 ESSEN OTU TRUSTEE 1.00 X 0 0 0 MAURICE PORTLEY TRUSTEE 1.00 X 0 0 0 ROBERT POSNER MD TRUSTEE 1.00 X 0 0 0 DEAN RENNELL TRUSTEE 1.00 X 0 0 0 JUDY SHANNON TRUSTEE 1.00 X 0 0 0 SHERRI SLAYTON TRUSTEE 1.00 X 0 0 0 MARK STAUDOHAR TRUSTEE 1.00 X 0 0 0 MARTHA TAYLOR THOMAS TRUSTEE 1.00 X 0 0 0 NICHOLAS VASQUEZ TRUSTEE 1.00 X 0 0 0 ROBIN RODIE VITOLS TRUSTEE 1.00 X 0 0 0 ALEXANDRA ZAVALA TRUSTEE 1.00 X 0 0 0 BETH SCHERMER CHAIR 2.00 X X 0 0 0 THOMAS SANDS TREASURER 2.00 X X 0 0 0 LISA URIAS SECRETARY 2.00 X X 0 0 0 GARY J VOLKENANT VICE CHAIR 2.00 X X 0 0 0 SUZANNE PFISTER CEO - STARTED 10/13 40.00 X X 41113 0 538 ROY PRINGLE COO 40.00 X 148800 0 22834 ELIZABETH MCNAMEE DIRECTOR, COMMUNITY DEVELO 40.00 X 123875 0 12545 JON FORD DIRECTOR, COMMUNICATIONS 40.00 X 117900 0 11790 KIM VANPELT DIRECTOR, ARIZONA HEALTH F 40.00 X 116040 0 23776 547728 0 71483 4 0 1 0 MORGAN STANLEY WEALTH MANAGEMENT LLC 1585 BROADWAY NEW YORK NY 10036 INVESTMENT MANAGEMENT 343517 EAGLE CAPITAL MANAGEMENT 499 PARK AVE 17TH FLOOR NEW YORK NY 10022 INVESTMENT MANAGEMENT 174719 2 103145 327886 431031 1885914 1885914 23888186 17202402 6685784 6685784 6685784 9002729 0 0 8571698 300393 73634 226759 731024 705782 25242 79001 59765 19236 45609 33039 12570 82895 62384 20511 9561 335 9226 18000 18000 493007 493007 34640 13698 20942 33527 25399 8128 26046 19151 6895 252488 188053 64435 29730 22294 7436 50053 42148 7905 20869 20869 18895 18895 PROGRAM RELATED CONTRAC 1463734 1445532 18202 SUPPORTED ORGANIZATIONS 1207070 1207070 MISCELLANEOUS 52048 40142 11906 RECRUITING 23240 23240 8316 7039 1277 4980146 3945465 1034681 0 70326 79981 2684955 2420129 90988 0 111686 65910 9600 42949 753953 570097 209707 183856 69116526 80971386 36560013 41216968 108853801 124981179 186904 220158 600250 495000 377537 491024 1164691 1206182 X 91259304 105317688 7134871 9162374 9294935 9294935 107689110 123774997 108853801 124981179 4022583 12063304 0 X 0 1 X 1 0 X X X 0 0 0 ADELANTE HEALTHCARE 860377821 7 0 1 1 10000 ALHAMBRA SCHOOL DISTRICT 866000534 7 0 1 1 23100 AMERICAN ACADEMY OF PEDIATRICS- ARIZONA FOUNDATION 860917603 7 0 1 1 7700 AREA AGENCY ON AGING 742371957 7 0 1 1 44745 ARIZONA CENTER FOR THE BLIND AND VISUALLY IMPAIRED 860133392 7 0 1 1 62870 ARIZONA COMMUNITY FOUNDATION 860348306 7 0 1 1 10000 ARIZONA GRANTMAKERS FORUM 861040394 7 0 1 1 6000 ARIZONA HOUSING ALLIANCE 263711600 7 0 1 1 5000 ARIZONA PUBLIC HEALTH ASSOCIATION 510198821 7 0 1 1 5000 CENTER FOR THE FUTURE OF ARIZONA-AZ WE WANT 820538372 7 0 1 1 50000 CIRCLE THE CITY 262420730 7 0 1 1 125000 COMMUNITY HEARING AID PROGRAM 261172753 7 0 1 1 28750 CROSSROADS 860182987 7 0 1 1 17000 DESERT MISSION (BOV) 860096941 7 0 1 1 50000 DISCOVERY TRIANGLE - FRESH EXPRESS 272255896 7 0 1 1 25000 EAR FOUNDATION OF ARIZONA 860822784 7 0 1 1 157000 EAST VALLEY SENIOR SVCS (MESA SENIOR SVCS) 942596075 7 0 1 1 10000 FOUNDATION FOR BLIND CHILDREN 860129981 7 0 1 1 37050 HON KACHINA 860917041 7 0 1 1 50000 HOSPICE OF THE VALLEY 860338886 7 0 1 1 110000 INTERNATIONAL RESCUE COMMITTEE 135660870 7 0 1 1 125000 NATIONAL COUNCIL ON ALCOHOLISM & DRUG DEPENDENCE 860208873 7 0 1 1 11850 NEIGHBORHOOD CHRISTIAN CLINIC (BOV) 860839580 7 0 1 1 41000 SOCIAL ENTERPRISES - GO GREEN PHOENIX 202665380 7 0 1 1 5000 SOCIETY OF ST VINCENT DE PAUL 860096789 7 0 1 1 68735 TAPI 454185015 7 0 1 1 125000 TECHNICAL ASSISTANCE PARTERSHIP - ARIZONA 860872126 7 1 1 1 40000 27 1250800 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 15284402 2332584 -562816 18179802 14256531 1638939 -611068 15284402 14894079 -69343 -568205 14256531 13361550 2049344 -516815 14894079 12832113 12832113 -795936 13361550 1.00000 0 0 352100 258742 93358 131098 85643 45455 270755 225712 45043 183856 HEDGE FUNDS 21236844 F PRIVATE EQUITY FUNDS 7564149 F FUTURES FUNDS 3931326 F REAL ESTATE FUND 4492392 F DISTRESSED DEBT FUND 3992257 F 41216968 DEFERRED COMPENSATION 150450 DEFERRED RENT EXPENSE 340574 491024 X 21066033 12063304 12063304 9002729 0 9002729 4980146 0 4980146 0 4980146 PART V, LINE 4: PERMANENTLY RESTRICTED NET ASSETS ARE RESTRICTED TO PERMANENTLY RESTRICTED ENDOWMENT FUNDS, THE INCOME OF WHICH IS EXPENDABLE TO SUPPORT HEALTH CARE PROGRAMS. PART X, LINE 2: SLHI RECOGNIZES UNCERTAIN TAX POSITIONS IN THE FINANCIAL STATEMENTS WHEN IT IS MORE-LIKELY-THAN-NOT THE POSITIONS WILL NOT BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. AT JUNE 30, 2014, SLHI HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. CENTRAL AMERICA AND THE CARIBBEAN - 0 0 INVESTMENTS N/A 1800509 0 0 0 0 0 0 1800509 0 1800509 0 0 0 0 0 0 X X X X X 0 0 0 0 0 0 0 0 0 ROY PRINGLE COO 148800 0 0 0 0 0 0 0 22834 0 171634 0 0 0 PART I, LINE 3 A COMMITTEE OF THE BOARD OF TRUSTEES, THE EXECUTIVE COMMITTEE, DETERMINES THE ANNUAL COMPENSATION OF THE CEO. THE EXECUTIVE COMMITTEE MAKES THE DETERMINATION BASED ON COMPARABILITY DATA FROM FORMS 990 OF OTHER ORGANIZATIONS AND COMPENSATION STUDIES. THEY ALSO HIRE AN INDEPENDENT CONSULTANT EVERY 3 YEARS TO ASSIST IN DETERMINING THE COMPENSATION. THE EXECUTIVE COMMITTEE REPORTS THE INFORMATION TO THE BOARD OF TRUSTEES ANNUALLY. FORM 990, PART VI, SECTION A, LINE 7A AT LEAST HALF OF ALL BOARD MEMBERS MUST BE ELECTED OR APPOINTED BY TAP-AZ, A SUPPORTED ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11 THE ORGANIZATION'S AUDIT COMMITTEE AND BOARD OF DIRECTORS REVIEW AND APPROVE THE FORM 990 BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A WRITTEN CONFLICT OF INTEREST POLICY. THE POLICY REQUIRES A WRITTEN DISCLOSURE AND SIGNATURE FROM ALL MEMBERS OF THE BOARD OF TRUSTEES AND ALL EMPLOYEES ON AN ANNUAL BASIS, AND AS CONFLICTS ARISE. THE FORM REQUIRES THAT THOSE COMPLETING THE FORM DISCLOSE CONFLICTS, IF ANY. THE FORMS ARE COLLECTED AT THE TIME OF THE ANNUAL BOARD OF TRUSTEES MEETING. ANY CONFLICTS DISCLOSED ARE DISCUSSED BY THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 A COMMITTEE OF THE BOARD OF TRUSTEES, THE EXECUTIVE COMMITTEE, DETERMINES THE ANNUAL COMPENSATION OF THE CEO. THE EXECUTIVE COMMITTEE MAKES THE DETERMINATION BASED ON COMPARABILITY DATA FROM FORMS 990 OF OTHER ORGANIZATIONS AND COMPENSATION STUDIES. THEY ALSO HIRE AN INDEPENDENT CONSULTANT EVERY 3 YEARS TO ASSIST IN DETERMINING THE COMPENSATION. THE EXECUTIVE COMMITTEE REPORTS THE INFORMATION TO THE BOARD OF TRUSTEES ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS, FORM 990, AND ANNUAL REPORT ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE ALSO MADE AVAILABLE TO THE PUBLIC UPON REQUEST. ADELANTE HEALTHCARE 9520 W PALM LANE SUITE 200 PHOENIX AZ 85037 860377821 DENTAL SERVICES AZ 501(C)(3) LINE 7 0 ALHAMBRA SCHOOL DISTRICT 4510 N 37TH AVE PHOENIX AZ 85019 866000534 EDUCATE CHILDREN AZ 501(C)(3) LINE 7 0 AMERICAN ACADEMY OF PEDIATRICS- ARIZONA FOUNDATION 2600 N CENTRAL SUITE 740 PHOENIX AZ 85004 860917603 ASSISTIVE VISION DEVICES FOR CHILDREN AZ 501(C)(3) LINE 7 0 AREA AGENCY ON AGING 1366 E THOMAS ROAD 108 PHOENIX AZ 85014 742371957 PROVIDE SERVICES TO THE ELDERLY AND DISABLED AZ 501(C)(3) LINE 7 0 ARIZONA CENTER FOR THE BLIND AND VISUALLY IMPAIRED 3100 E ROOSEVELT PHOENIX AZ 85008 860133392 ENHANCE THE QUALITY OF LIFE OF PEOPLE WHO ARE BLIND OR VISUALLY IMPAIRED AZ 501(C)(3) LINE 7 0 ARIZONA COMMUNITY FOUNDATION 2201 E CAMELBACK ROAD SUITE 202 PHOENIX AZ 85016 860348306 ARIZONA GIVING DAY AZ 501(C)(3) LINE 7 0 ARIZONA GRANTMAKERS FORUM 1505 E MISSOURI 200 PHOENIX AZ 85014 861040394 CORE OPERATING SUPPORT AZ 501(C)(3) LINE 7 0 ARIZONA HOUSING ALLIANCE 125 N 2ND STREET RM 110-111 PHOENIX AZ 85004 263711600 COMMUNITY DEVELOPMENT AZ 501(C)(3) LINE 7 0 ARIZONA PUBLIC HEALTH ASSOCIATION 202 E MCDOWELL RD STE 242 PHOENIX AZ 85004 510198821 COMMUNITY HEALTH EDUCATION AZ 501(C)(3) LINE 7 0 CENTER FOR THE FUTURE OF ARIZONA 541 E VAN BUREN B-5 PHOENIX AZ 85004 820538372 IMPROVING QUALITY OF LIFE FOR ARIZONANS AZ 501(C)(3) LINE 7 0 COMMUNITY HEARING AID PROGRAM 3434 W ANTHEM WAY 118-486 ANTHEM AZ 85086 261172753 PROVIDE HEARING AIDS TO LOW INCOME AZ RESIDENTS AZ 501(C)(3) LINE 7 0 CROSSROADS 5116 E THOMAS ROAD PHOENIX AZ 85016 860182987 RECOVERY FROM SUBSTANCE ABUSE AZ 501(C)(3) LINE 7 0 EAR FOUNDATION OF ARIZONA 668 N 44TH STREET 300 PHOENIX AZ 850086524 860822784 EDUCATIONAL, PREVENTION, INTERVENTION FOR THE HEARING IMPAIRED AZ 501(C)(3) LINE 7 0 EAST VALLEY SENIOR SVCS (MESA SENIOR SVCS) 45 W UNIVERSITY DRIVE SUITE A MESA AZ 85201 942596075 CREATES OPPORTUNITIES FOR SENIORS TO CONNECT AND SUPPORT EACH OTHER AZ 501(C)(3) LINE 7 0 FOUNDATION FOR BLIND CHILDREN 1235 E HARMONT PHOENIX AZ 85020 860129981 AID TO BLIND AND VISUALLY IMPAIRED CHILDREN AND ADULTS AZ 501(C)(3) LINE 7 0 HON KACHINA 3104 E CAMELBACK ROAD 212 PHOENIX AZ 85016 860917041 CORE OPERATING SUPPORT AZ 501(C)(3) LINE 7 0 HOSPICE OF THE VALLEY 1510 E FLOWER STREET PHOENIX AZ 85014 860338886 BRINGING DIGNITY AND COMFORT AT LIFE END AZ 501(C)(3) LINE 7 0 INTERNATIONAL RESCUE COMMITTEE 122 E 42ND STREET NEW YORK NY 10168 135660870 SERVES REFUGEES AND COMMUNITIES VICTIMIZED BY OPPRESSION NY 501(C)(3) LINE 7 0 NATIONAL COUNCIL ON ALCOHOLISM & DRUG DEPENDENCE 4201 N 16TH STREET 150 PHOENIX AZ 85016 860208873 EDUCATION, INFO & COUNSELING ON ALCOHOLISM & DRUG PREVENTION AZ 501(C)(3) LINE 7 0 NEIGHBORHOOD CHRISTIAN CLINIC 1929 W FILLMORE ST BLDG C PHOENIX AZ 85009 860839580 HEALTH CLINIC AZ 501(C)(3) LINE 7 0 SOCIETY OF ST VINCENT DE PAUL PO BOX 13600 PHOENIX AZ 850023600 860096789 SHELTER, FOOD, CLOTHING, FURNITURE, RENT AND MEDICAL ASSISTANCE AZ 501(C)(3) LINE 7 0 SOCIAL ENTERPRISES INC- GO GREEN PHOENIX 618 NW GLISAN ST 101 PORTLAND OR 97209 202665380 SOCIAL CAUSE EVENTS FOR ENHANCEMENT OF LOCAL COMMUNITIES OR 0 TECHNICAL ASSISTANCE PARTNERSHIP OF ARIZONA 2929 N CENTRAL AVE 1550 PHOENIX AZ 850023600 860975231 COMMUNITY DEVELOPMENT AZ 501(C)(3) LINE 7 0 CIRCLE THE CITY 333 W INDIAN SCHOOL RD PHOENIX AZ 85013 262420730 PROVIDES FOR UNMET NEEDS OF THE HOMELESS AZ 501(C)(3) LINE 7 0 DESERT MISSION 2500 W UTOPIA RD STE 100 PHOENIX AZ 85027 860096941 FOOD BANK AND HEALTH SERVICES AZ 501(C)(3) LINE 7 0 DISCOVERY TRIANGLE 1 E WASHINGTON ST STE 440 PHOENIX AZ 85004 272255896 ECONOMIC DEVELOPMENT AZ 501(C)(3) LINE 7 0 ARIZONA PARTNERSHIP FOR IMMUNIZATION 700 E JEFFERSON ST STE 100 PHOENIX AZ 85034 454185015 COMMUNITY PROGRAM FOR IMMUNIZATIONS AZ 501(C)(3) LINE 7 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0