2015-05-15T16:15:49-05:00 2014-06-30 341884125 CBIZ MHM LLC 3101 N CENTRAL AVE STE 300 PHOENIX AZ 85012 990 2013-07-01 860465177 CATHOLIC COMMUNITY FOUNDATION CATH 6023542400 400 EAST MONROE STREET PHOENIX AZ 85004 RICHARD FRISCH CEO 6023542400 2015-05-14 1 AMY A O'LOUGHLIN P00869687 6022646835 2013 2016-04-25 22:37:26Z RICHARD FRISCH 400 EAST MONROE STREET PHOENIX AZ 85004 75516191 0 X WWW.CCFPHX.ORG X 1983 AZ THE CATHOLIC COMMUNITY FOUNDATION IS A NON-PROFIT, INDEPENDENT CHARITABLE ORGANIZATION... THE CATHOLIC COMMUNITY FOUNDATION IS A NON-PROFIT, INDEPENDENT CHARITABLE ORGANIZATION THAT SUPPORTS THE RELIGIOUS, EDUCATION AND PHILANTHROPIC OBJECTIVES OF THE DIOCESE OF PHOENIX. FOUNDED IN 1983, THE FOUNDATION PROVIDES A MEANS THROUGH WHICH DONORS CAN MAKE LIVING AND TESTAMENTARY GIFTS TO BENEFIT THEIR CHARITABLE OBJECTIVES AT ANY LEVEL. THE FOUNDATION HELPS TO SUSTAIN THE WORKS OF PARISHES, SCHOOLS, AGENCIES AND OUTREACH PROGRAMS IN THE DIOCESE OF PHOENIX AND BEYOND. 28 28 9 50 0 -1079 2857561 2036120 1182773 1112126 1973090 4445655 217352 79384 6230776 7673285 1563084 1587155 0 0 647139 675556 0 0 42675 944882 1061886 3155105 3324597 3075671 4348688 48416918 55553306 19160523 21547376 29256395 34005930 TO CARRY ON THE WORK OF CHRIST BY FOSTERING PHILANTHROPY. 0 0 2166659 1587155 1112126 SUPPORT THE RELIGIOUS, EDUCATION AND PHILANTHROPIC OBJECTIVES OF THE DIOCESE OF PHOENIX AND BEYOND THROUGH THE FOLLOWING:(A)INVEST AND ADMINISTER THE CHRISTIAN SERVICE AWARD PROGRAM WHICH PROVIDES SCHOLARSHIPS FOR TUITION AT CATHOLIC HIGH SCHOOLS.(B)SOLICIT, RECEIVE, HOLD, INVEST AND REINVEST FUNDS TO BE USED FOR GRANTS TO ORGANIZATIONS FOR THE WORKING POOR, ELEMENTARY SCHOOL, TUITION ASSISTANCE, THEOLOGICAL STUDY, AND COMMUNICATION PROGRAMS.(C)SOLICIT, RECEIVE, HOLD, INVEST AND REINVEST FUNDS TO BE USED FOR GRANTS TO OTHER ORGANIZATIONS AS ADVISED BY DONORS. MATCHING PROGRAM FOR ESTABLISHMENT OF ENDOWMENT FUNDS AT SCHOOLS AND PARISHES. ASSISTANCE TO SCHOOLS AND PARISHES IN THEIR FUND DEVELOPMENT NEEDS. 2166659 1 1 0 0 0 1 0 0 1 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 6 0 1 9 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 X 28 28 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AZ X DEACON JAMES CARABAJAL 6023542400 400 EAST MONROE STREET PHOENIX AZ 85004 ROGER BOLLARD DIRECTOR 1.00 X 0 0 0 DR MARIA CHAVIRA IMMEDIATE PAST CHAIR 4.00 X X 0 0 0 ALEX CUDZEWICZ DIRECTOR 1.00 X 0 0 0 DOUG DUCEY DIRECTOR 1.00 X 0 0 0 ANTHONY EHMANN DIRECTOR 1.00 X 0 0 0 DONNA ESPOSITO DIRECTOR 1.00 X 0 0 0 JOHN EVEN DIRECTOR 1.00 X 0 0 0 RUSTY FOLEY DIRECTOR 1.00 X 0 0 0 F MICHAEL GEDDES DIRECTOR 1.00 X 0 0 0 KATHLEEN HARRIS DIRECTOR 1.00 X 0 0 0 CHRISTIAN J HOFFMANN III CHAIR 4.00 X X 0 0 0 SISTER JULIE KUBASAK DIRECTOR 1.00 X 0 0 0 GUY LABELLE SECRETARY 4.00 X X 0 0 0 JAMES H LUNDY DIRECTOR 1.00 X 0 0 0 KEITH MAIO ASSISTANT SECRETARY 4.00 X X 0 0 0 MICHAEL MARRIE DIRECTOR 1.00 X 0 0 0 STEVE NELSON DIRECTOR 1.00 X 0 0 0 MOST REV THOMAS J OLMSTED DIRECTOR 1.00 X 0 0 0 DAVID SHERF DIRECTOR 1.00 X 0 0 0 VINCENT SHERIDAN DIRECTOR 1.00 X 0 0 0 REVEREND JOHN SLOBIG DIRECTOR 1.00 X 0 0 0 TRISH STARK DIRECTOR 1.00 X 0 0 0 RYAN SUCHALA DIRECTOR 1.00 X 0 0 0 FR MICHAEL STRALEY ASSISTANT TREASURER 4.00 X X 0 0 0 DEACON RON TENBARGE DIRECTOR 1.00 X 0 0 0 KIRK TUSHAUS TREASURER 4.00 X X 0 0 0 JAMES F WHALEN DIRECTOR 1.00 X 0 0 0 CANDACE WIEST VICE CHAIR 4.00 X X 0 0 0 RICHARD L FRISCH PRESIDENT & CEO 40.00 X 0 0 0 JOHN SACK PAST PRESIDENT & CEO 40.00 X 71062 0 0 71062 0 0 1 0 0 0 0 92938 1943182 121514 2036120 ADMINISTRATIVE FEE 541900 1112126 1112126 1112126 101566 101566 72041379 67697290 4344089 4344089 4344089 225000 92938 145616 79384 79384 7673285 1112126 0 4525039 1146680 1146680 440475 440475 71062 71062 480006 480006 33038 33038 50844 50844 40606 40606 308 308 30450 30450 617592 579504 38088 64056 64056 6909 6909 126582 126582 20061 20061 68640 68640 9276 9276 15242 15242 8615 8615 4034 4034 EVENT EXPENSES 73676 31001 42675 EQUIPMENT RENTAL 9126 9126 SUPPLIES 7319 7319 3324597 2166659 1115263 42675 200 200 3965012 2734454 29420 30455 18395 10707 89369 32320 65664 57049 41579227 49519862 2759000 3200579 48416918 55553306 39921 15070 840877 746249 16860507 19336573 1419218 1449484 19160523 21547376 X 17237825 19968528 2794962 4568718 9223608 9468684 29256395 34005930 48416918 55553306 X 4348688 387943 12904 X 0 1 X 1 0 X 2234454 1391251 2786480 2857561 2036120 11305866 2234454 1391251 2786480 2857561 2036120 11305866 2088197 9217669 259 9799 19583 18531 101566 149738 11455604 6824310 0.80460 0.76180 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 76 14 1157584 114914 571526 168300 1729110 283214 1 1 0 1 X 9497660 107211 1757864 486395 10876340 7638581 1199680 1103212 443813 9497660 8137222 186664 -319802 365503 7638581 7075202 278181 1060825 276986 8137222 0.00000 0.80340 0.19660 0 0 48000 48000 41369 32320 9049 57049 EXETER PARTNERS, LP 1204000 F VERDE VALLEY LAND & CATTLE, LLC 1687000 F PIETRO'S PARTNERSHIP, LLLP 45000 F CHARITABLE LEAD ANNUITY TRUST 264579 F 3200579 ANNUITY OBLIGATIONS 1449484 1449484 X 7458964 387943 2424 390367 7068597 604688 604688 7673285 2709429 2424 2424 2707005 617592 617592 3324597 PART IV, LINE 2B: FROM TIME-TO-TIME OTHER NOT-FOR-PROFIT ORGANIZATIONS SEEK TO ESTABLISH A FUND WITH THE FOUNDATION WITH ITS OWN FUNDS AND SPECIFIES ITSELF AS THE BENEFICIARY OF THAT FUND. IN EACH INSTANCE, THE FOUNDATION MAINTAINS VARIANCE POWER AND LEGAL OWNERSHIP OF AGENCY ENDOWMENT FUNDS AND AS SUCH CONTINUES TO REPORT THE FUNDS AS CASH AND INVESTMENTS OF THE FOUNDATION. HOWEVER, IN ACCORDANCE WITH SFAS NO. 136, A LIABILITY HAS BEEN ESTABLISHED FOR THE FAIR VALUE OF THE FUNDS, WHICH IS GENERALLY EQUIVALENT TO THE PRESENT VALUE OF FUTURE PAYMENTS EXPECTED TO BE MADE TO THE NPO'S. PART X, LINE 2: THE FOUNDATION EVALUATES ITS UNCERTAIN TAX POSITIONS, IF ANY, ON A CONTINUAL BASIS THROUGH REVIEW OF ITS POLICIES AND PROCEDURES, REVIEW OF ITS REGULAR TAX FILINGS, AND DISCUSSIONS WITH OUTSIDE EXPERTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: PARTNERSHIP VALUATION ADJUSTMENT -177,000. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 164,096. ADMINISTRATION FEES INCLUDED IN INCOME 617,592. PART XII, LINE 4B - OTHER ADJUSTMENTS: ADMINISTRATION FEES INCLUDED IN INCOME 617,592. CROZIER 317938 92938 225000 91614 2250 51752 317938 92938 225000 91614 2250 51752 145616 79384 1 1ST WAY PREGNANCY CENTER 3501 N 16TH STREET PHOENIX AZ 85016 237216073 501(C)(3) 22500 WORK AMONG THE POOR ALL SAINTS CATHOLIC CHURCH 1534 NORTH RECKER ROAD MESA AZ 85205 800311476 501(C)(3) 6150 PROGRAM SUPPORT ANNUNCIATION CATHOLIC SCHOOL 32648 N CAVE CREEK ROAD CAVE CREEK AZ 85331 300513833 501(C)(3) 21250 TUITION ASSISTANCE BIOETHICS DEFENSE FUND 6811 E VOLTAIRE AVENUE SCOTTSDALE AZ 85254 721528220 501(C)(3) 8600 COMMUNICATIONS BLESSED SACRAMENT PARISH 11300 N 64TH STREET SCOTTSDALE AZ 85254 371575917 501(C)(3) 17000 PROGRAM SUPPORT BOURGADE CATHOLIC HIGH SCHOOL 4602 N 31ST AVE PHOENIX AZ 85017 262785451 501(C)(3) 33000 TUITION ASSISTANCE BOYS HOPE GIRLS HOPE OF ARIZONA 3443 N CENTRAL AVE PHOENIX AZ 85012 860630295 501(C)(3) 6000 WORK AMONG THE POOR CARITAS IN VERITATE INTERNATIONAL CO OUR LADY OF MT CARMEL 2121 S RURAL RD TEMPE AZ 85282 452444433 501(C)(3) 63900 PROGRAM SUPPORT CATHOLIC CHARITIES COMMUNITY SERVICES 1825 W NORTHERN AVENUE PHOENIX AZ 85021 860223999 501(C)(3) 10000 FOSTER CARE & COMMUNITY ADOPTION. WORK AMONG THE POOR. CHRIST THE KING SCHOOL 1551 E DANA AVENUE MESA AZ 85204 300513890 501(C)(3) 8600 PROGRAM SUPPORT CITY OF THE LORD 711 W UNIVERSITY TEMPE AZ 85281 860351356 501(C)(3) 20200 PROGRAM SUPPORT CROSIER FATHERS & BROTHERS 4423 N 24TH STREET SUITE 400 PHOENIX AZ 85016 410705826 501(C)(3) 7300 WORK AMONG THE POOR DIOCESE OF PHOENIX 400 E MONROE STREET PHOENIX AZ 85004 860223974 501(C)(3) 152353 VOCATIONS, COMMUNICATIONS, WORK AMONG THE POOR, TUITION ASSISTANCE DUKE CATHOLIC CENTER CO DUKE UNIVERSITY PO BOX 90974 DURHAM NC 27708 560532129 501(C)(3) 5750 CHRISTIAN FORMATION FRANCISCAN RENEWAL CENTER 5802 E LINCOLN SCOTTSDALE AZ 85253 860720036 501(C)(3) 9691 CHRISTIAN FORMATION HOLY TRINITY NEWMAN CENTER 520 W RIORDAN ROAD FLAGSTAFF AZ 86001 300515246 501(C)(3) 11500 CHRISTIAN FORMATION LIFE CHOICES WOMEN'S CENTER 9303 N 7TH STREET SUITE 4 PHOENIX AZ 85020 860840424 501(C)(3) 10000 WORK AMONG THE POOR LIFE TEEN INC 6105 BLUE STONE ROAD ATLANTA GA 30328 860602592 501(C)(3) 7000 CHRISTIAN FORMATION MAGGIES PLACE PO BOX 1102 PHOENIX AZ 85001 860972675 501(C)(3) 32937 WORK AMONG THE POOR MISSION OF MERCY 1741 E MORTEN AVENUE SUITE C-2 PHOENIX AZ 85020 860704883 501(C)(3) 6500 WORK AMONG THE POOR MOST HOLY TRINITY SCHOOL 535 EAST ALICE AVE PHOENIX AZ 85020 352350490 501(C)(3) 7750 TUITION ASSISTANCE MOUNT CLARET CENTER 4633 N 54TH STREET PHOENIX AZ 85018 320268278 501(C)(3) 10601 PROGRAM SUPPORT SOVEREIGN ORDER OF MALTA 465 CALIFORNIA STREET SUITE 818 SAN FRANCISCO CA 94101 237450840 501(C)(3) 30550 PROGRAM SUPPORT OUR LADY OF GUADALUPE ACADEMY 20615 E OCOTILLO RD QUEEN CREEK AZ 85142 364643825 501(C)(3) 5500 TUITION ASSISTANCE OUR LADY OF MOUNT CARMEL SCHOOL 2117 S RURAL ROAD TEMPE AZ 85282 364643600 501(C)(3) 7750 SCHOOL SUPPLIES OUR LADY OF PERPETUAL HELP PARISH 7655 EAST MAIN STREET SCOTTSDALE AZ 85251 943455995 501(C)(3) 6250 PROGRAM SUPPORT OUR LADY OF THE ANGELS PARISH FRANCISCAN RENEWAL CENTER 5802 E LINCOLN DRIVE SCOTTSDALE AZ 85253 860720036 501(C)(3) 6000 PROGRAM SUPPORT OUR LADY OF THE LAKE SOUP KITCHEN 1975 DAYTONA DRIVE LAKE HAVASU CITY AZ 86403 320267687 501(C)(3) 6037 WORK AMONG THE POOR PRESTAMOS CDFI LLC 1112 E BUCKEYE ROAD PHOENIX AZ 85034 860227210 501(C)(3) 108000 WORK AMONG THE POOR PRIEST FOR LIFE PO BOX 141172 STATEN ISLAND NY 10314 943123315 501(C)(3) 5750 PROGRAM SUPPORT SCHOOL SISTERS OF NOTRE DAME CENTRAL PACIFIC PROVINCE INC 170 GOOD COUNSEL DRIVE MANKATO MN 56001 410693976 501(C)(3) 5544 CHRISTIAN FORMATION SISTERS OF THE HOLY FAMILY OF NAZARETH 310 NORTH RIVER ROAD DES PLAINES DES PLANES IL 60016 205728349 501(C)(3) 5544 CHRISTIAN FORMATION SISTERS OF THE SERVANT OF THE LORD AND THE VIRGIN MATARA 909 S 1ST AVENUE PHOENIX AZ 85003 522151379 501(C)(3) 13500 PROGRAM SUPPORT SOCIETY OF ST VINCENT DE PAUL PO BOX 13600 PHOENIX AZ 85002 860096789 501(C)(3) 26102 WORK AMONG THE POOR SS SIMON & JUDE SCHOOL 6351 N 27TH AVENUE PHOENIX AZ 85017 943457074 501(C)(3) 10160 TUITION ASSISTANCE ST GREGORY SCHOOL 3440 NORTH 18TH AVENUE PHOENIX AZ 85015 800315130 501(C)(3) 16035 TUITION ASSISTANCE ST JOHN BOSCO CATHOLIC SCHOOL 16035 SOUTH 48TH STREET PHOENIX AZ 85048 352350484 501(C)(3) 10750 TUITION ASSISTANCE ST JOHN VIANNEY SCHOOL 539 LA PASADA BLVD GOODYEAR AZ 85338 900429155 501(C)(3) 9750 TUITION ASSISTANCE ST LOUIS THE KING SCHOOL 4331 W MARYLAND AVENUE GLENDALE AZ 85301 383792534 501(C)(3) 12250 TUITION ASSISTANCE ST MARY'S CATHOLIC HIGH SCHOOL 2525 N 3RD STREET PHOENIX AZ 85004 262791598 501(C)(3) 5500 TUITION ASSISTANCE ST PETER INDIAN MISSION SCHOOL PO BOX 10840 BAPCHULE AZ 85121 860271006 501(C)(3) 7700 WORK AMONG THE POOR ST THERESA SCHOOL 5001 EAST THOMAS PHOENIX AZ 85018 300515085 501(C)(3) 11597 TUITION ASSISTANCE ST THOMAS THE APOSTLE SCHOOL 4510 N 24TH ST PHOENIX AZ 85016 364643961 501(C)(3) 13600 TUITION ASSISTANCE ST VINCENT DE PAUL SCHOOL 3130 N 51ST AVENUE PHOENIX AZ 85031 300515209 501(C)(3) 15483 TUITION ASSISTANCE ST ANTHONY OF PADUA 232 NORTH TEGNER STREET WICKENBURG AZ 85390 300514245 501(C)(3) 5500 PROGRAM SUPPORT ST JOHN'S UNIVERSITY PO BOX 7222 COLLEGEVILLE MN 56321 416057644 501(C)(3) 34000 CHRISTIAN FORMATION ST JOSEPH THE WORKER PO BOX 13503 PHOENIX AZ 85002 860600437 501(C)(3) 5500 WORK AMONG THE POOR ST JOSEPH'S CATHOLIC SCHOOL 2715 EAST STATE ROUTE 89A COTTONWOOD AZ 86326 611574608 501(C)(3) 5500 TUITION ASSISTANCE ST MATTHEW CATHOLIC SCHOOL 320 N 20TH DRIVE PHOENIX AZ 85009 352350775 501(C)(3) 15600 TUITION ASSISTANCE ST PATRICK'S CATHOLIC COMMUNITY 10815 NORTH 84TH STREET SCOTTSDALE AZ 85260 300514891 501(C)(3) 18350 PROGRAM SUPPORT ST ROSE PHILIPPINE DUCHESNE 2825 WEST ROSE CANYON CIRCLE ANTHEM AZ 85086 364644267 501(C)(3) 8000 PROGRAM SUPPORT THE WELCOME TO AMERICA PROJECT PO BOX 21 SCOTTSDALE AZ 85257 800038343 501(C)(3) 16800 WORK AMONG THE POOR 52 SCHOLARSHIPS 151 440475 PART I, LINE 2: INFORMATION REGARDING THE SELECTED GRANT RECIPIENTS IS ACQUIRED BY THE ORGANIZATION AND IN SOME CASES, THE DIOCESE OF PHOENIX PRIOR TO THE GRANTS BEING AWARDED. WITH THE EXCEPTION OF THE SCHOLARSHIP RECIPIENTS, ALL GRANTEES ARE IRC SECTION 501(C)(3) ORGANIZATIONS. THE DIOCESE OF PHOENIX CONTINUES TO MONITOR GRANTS ISSUED TO SCHOOLS AND PARISHES TO ENSURE COMPLIANCE WITH GRANT GUIDELINES. X 6 118514 STOCK QUOTE X DECORATIONS 1 2000 COST X GOLD PINS 1 1000 COST 0 0 1 1 PART I, LINE 32B: THE ORGANIZATION USES A STOCK BROKERAGE FIRM TO RECEIVE AND SELL DONATED SECURITIES; FUNDS ARE THEN TRANSFERRED TO THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11 THE 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND WAS REVIEWED BY THE ORGANIZATION'S CEO AND CFO. THE DRAFT OF THE 990 WAS THEN EMAILED TO THE FULL BOARD OF DIRECTORS AND THE AUDIT COMMITTEE PRIOR TO BEING FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL DIRECTORS, MEMBERS OF COMMITTEES AND EMPLOYEES OF THE FOUNDATION SHALL SCRUPULOUSLY AVOID ANY CONFLICT BETWEEN THEIR OWN RESPECTIVE INTERESTS AND THE INTEREST OF THE FOUNDATION IN ANY AND ALL ACTIONS TAKEN BY THEM ON BEHALF OF THE FOUNDATION. SITUATIONS WHERE DIRECTORS OR MEMBERS DERIVE FINANCIAL BENEFITS FROM THE BOARD OR COMMITTEE SERVICE SHOULD BE AVOIDED. HOWEVER, IN THE EVENT ANY DIRECTORS OR MEMBERS OF THE FOUNDATION SHOULD HAVE ANY DIRECT OR INDIRECT INTEREST IN, OR RELATIONSHIP WITH, ANY INDIVIDUAL OR ORGANIZATION WHICH PROPOSES TO ENTER INTO ANY TRANSACTION WITH THE FOUNDATION FOR THE SALE, PURCHASE, LEASE OR RENTAL OF PROPERTY OR TO RENDER OR EMPLOY SERVICES, PERSONAL OR OTHERWISE, OR RECEIVE PECUNIARY CONSIDERATION FROM THE FOUNDATION IN THE FORM OF A FEE OR A GRANT, SUCH DIRECTORS OR MEMBERS SHALL FORTHWITH GIVE THE BOARD OF DIRECTORS OF THE FOUNDATION NOTICE WITH FULL FACTUAL DISCLOSURE, OF SUCH INTEREST OR RELATIONSHIP AND SHALL THEREAFTER ABSENT THEMSELVES DURING BOTH EXPLICIT REVIEW OF THE MATTER BY THE BOARD OF DIRECTORS AND ITS VOTING ON THE MATTER AND REFRAIN FROM OTHERWISE ATTEMPTING TO AFFECT ITS DECISION TO PARTICIPATE OR NOT TO PARTICIPATE IN SUCH TRANSACTIONS. THE GOAL AND THE POLICY OF THE ORGANIZATION IS OBTAIN AN ANNUAL SIGNED CONFLICT OF INTEREST FROM EACH MEMBER OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15 A SUBCOMMITTEE OF THE BOARD WAS CHARGED WITH SUMMARIZING THE RESULTS OF COMPARATIVE SALARY RANGES FOR THE CEO AND THE CFO USING STUDIES FROM A LOCAL UNIVERSITY, FORM 990S FROM COMPARABLE ORGANIZATIONS, AND ALSO A SALARY STUDY COMPLETED BY A NONPROFIT ORGANIZATION THAT SERVES FOUNDATIONS. THE SUBCOMMITTEE ALSO RELIES ON ADVICE FROM THE HUMAN RESOURCES DEPARTMENT OF THE DIOCESE OF PHOENIX FOR SALARY GRADES. THE RESULTS ARE FORWARDED TO THE EXECUTIVE COMMITTEE. THE CEO WORKS WITH THE EXECUTIVE COMMITTEE TO FORMULATE AN EMPLOYMENT AGREEMENT DETAILING THE SALARY, BENEFITS AND DUTIES OF THE POSITION. PRIOR TO APPROVAL OF THE CEO'S CONTRACT, THE EXECUTIVE COMMITTEE AND BOARD MEETS IN EXECUTIVE SESSION TO DISCUSS AND DECIDE ON THE COMPENSATION OF THE CEO AND ALSO ADVISES ON OTHER STAFF POSITIONS, SUCH AS THE CFO. AFTER THAT PROCESS THE BOARD VOTES ON THE COMPENSATION AND THE RESULTS ARE THEN INCLUDED IN THE ORGANIZATION'S BUDGET, WHICH IS ALSO APPROVED IN TOTAL BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S ARTICLES OF INCORPORATION, BY-LAWS, FINANCIAL STATEMENTS, AND FORM 990 ARE ALL AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION DOES NOT MAKE THE CONFLICT OF INTEREST POLICY DOCUMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9: PARTNERSHIP VALUATION ADJUSTMENT 177,000. CHANGE IN SPLIT INTEREST AGREEMENTS -164,096. EXETER PARTNERS LP 6992 TURF DRIVE HUNTINGTON BEACH CA 92648 330771937 INVESTMENT CA N/A UNRELATED 54169 1292824 0 0 0.97000 VERDE VLY L&C LLC PO BOX 1619 COTTONWOOD AZ 86326 710882293 RANCHING AZ N/A UNRELATED 3261522 0 0 0.55590 W DART LLP PO BOX 1619 COTTONWOOD AZ 86326 860845544 INVESTMENT AZ N/A EXCLUDED 6481428 0 0 0.97650 WILDFLOWER INV LLP 6501 E GREENWAY PKWY 103-644 SCOTTSDALE AZ 85254 860950133 INVESTMENT AZ N/A EXCLUDED 1 4818963 1 0 1.00000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 WILDFLOWER INVESTMENTS LLP S 9700 FMV