CHIEF FINANCIAL OFFICER

2012-03-13T14:03:18-05:00 2011-06-30 CLIFTONLARSONALLEN LLP 20 E THOMAS RD STE 2300 PHOENIX AZ 85012 990 2010-07-01 860407179 SOUTHWEST HUMAN DEVELOPMENT SOUT 6022665976 2850 NORTH 24TH STREET PHOENIX AZ 85008 WILLIAM J MCCLUNG CHIEF FINANCIAL OFFICER 6022665976 2012-03-07 1 KEVIN E FINCHER CPA 6022662248 2010 2016-02-24 21:20:13Z GINGER WARD 2850 N 24TH STREET PHOENIX AZ 85008 43579121 0 X WWW.SWHD.ORG X 1981 AZ CREATING A POSITIVE FUTURE FOR YOUNG CHILDREN. 18 18 720 1500 0 0 31006488 40384842 2303214 3046895 189 407 13079 82554 33322970 43514698 0 0 0 0 23612360 28639673 0 0 311573 9019714 13401895 32632074 42041568 690896 1473130 12118251 14519445 5213397 6141461 6904854 8377984 X CREATING A POSITIVE FUTURE FOR YOUNG CHILDREN. 0 0 12570948 143641 HEAD START - PRESCHOOL FOR APPROXIMATELY 1,500 CHILDREN FROM LOW-INCOME FAMILIES. 10257674 902881 FAMILY SUPPORT SERVICES - MULTIPLE PROGRAMS IN SUPPORT OF 5,000 AT RISK CHILDREN AND THEIR FAMILIES. 6404521 296597 TRAINING AND EDUCATION: EARLY LITERACY AND TRAINING FOR PRESCHOOL STAFF THROUGHOUT ARIZONA PROVIDING SERVICES TO APPROXIMATELY 125,000 CHILDREN PLUS 15,000 CHILD CARE PROFESSIONALS. 4649719 1151343 FAMILY HEALTH AND WELLNESS 3297029 75714 SERVICES FOR CHILDREN WITH DISABILITIES 623696 OTHER PROGRAMS 7946748 1850753 37179891 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 108 0 1 720 1 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AZ X X WILLIAM J MCCLUNG 6022241741 2850 N 24TH STREET PHOENIX AZ 85008 ZANDRA O'KEEFE PRESIDENT 5.00 X X 0 0 0 BILL BARBA VICE PRESIDENT 1.00 X X 0 0 0 PHIL HUGUS MEMBER BD OF DIR 1.00 X 0 0 0 MARK ANDERSON TREASURER 1.00 X X 0 0 0 HEIDI BALDWIN MEMBER BD OF DIR 1.00 X 0 0 0 WALLY HALE MEMBER BD OF DIR 1.00 X 0 0 0 DERRICK JOHNSON MEMBER BD OF DIR 1.00 X 0 0 0 MARY MOORE MEMBER BD OF DIR 1.00 X 0 0 0 BETTINA NAVA MEMBER BD OF DIR 1.00 X 0 0 0 KAREN RAMOS SECRETARY 1.00 X X 0 0 0 PHIL SANSONE MEMBER BD OF DIR 1.00 X 0 0 0 TOM SIMPLOT MEMBER BD OF DIR 1.00 X 0 0 0 LORI SUNDBERG MEMBER BD OF DIR 1.00 X 0 0 0 MARY ANN TURLEY MEMBER BD OF DIR 1.00 X 0 0 0 JIM VAN STEENHUYSE MEMBER BD OF DIR 1.00 X 0 0 0 JOHN BALITIS MEMBER BD OF DIR 1.00 X 0 0 0 IRIS ORTEGA MEMBER BD OF DIR 1.00 X 0 0 0 CHRISTOPHER THOMAS MEMBER BD OF DIR 1.00 X 0 0 0 GINGER WARD CEO 50.00 X 126775 0 13560 WILLIAM MCCLUNG CFO 50.00 X 95240 0 12290 222015 0 25850 1 0 0 0 ASSOCIATION FOR SUPPORTIVE CHILD CARE 3910 S RURAL RD STE E TEMPE AZ 85282 PROGRAM SUBCONTRACTOR 932069 EASTER SEALS BLAKE FOUNDATION 5704 E GRANT ROAD TUCSON AZ 85712 PROGRAM SUBCONTRACTOR 845553 CHILD CRISIS CENTER OF THE EAST VALLEY PO BOX 4114 MESA AZ 85211 PROGRAM SUBCONTRACTOR 618986 CRISIS NURSERY 2334 E POLK ST PHOENIX AZ 85006 PROGRAM SUBCONTRACTOR 549975 PREVENT CHILD ABUSE ARIZONA PO BOX 26495 PRESCOTT VALLEY AZ 86312 PROGRAM SUBCONTRACTOR 199999 7 264380 38170358 1950104 14820 40384842 PROGRAM SERVICE REVENU 624410 3046895 3046895 3046895 407 407 0 264380 64423 -64423 -64423 REBATES AND REIMBURSEM 624410 146977 146977 146977 43514698 3193872 0 -64016 268725 268725 22611561 21254006 1163485 194070 900622 849991 42868 7763 3039032 2762258 250473 26301 1819733 1712810 91270 15653 29901 29901 40600 40600 4654800 4380825 271984 1991 44514 44514 3759640 3289675 422303 47662 572869 572869 1060566 766724 291068 2774 798808 751906 43249 3653 24585 24585 686469 387944 298525 96233 3416 92817 TRAINING 691579 608049 83530 0 EQUIPMENT RENTAL AND MA 676428 267772 408656 PARENT AND FAMILY SERVI 153240 127751 25489 0 BANK FEES AND CHARGES 26778 0 26778 0 BAD DEBT EXPENSE 2538 0 2538 0 82347 16764 53877 11706 42041568 37179891 4550104 311573 735432 1295794 210000 632222 4471826 6092977 22570 10500394 4288908 6451250 6211486 249743 264396 12118251 14519445 2613330 3812381 2594243 2329080 5824 5213397 6141461 X 5886706 6780306 1018148 1597678 6904854 8377984 12118251 14519445 1473130 0 X X 0 1 1 X 1 1 X 28372239 28808063 27410850 30971370 40384842 155947364 28372239 28808063 27410850 30971370 40384842 155947364 155947364 3959 3485 465 189 407 8505 218264 73641 80832 94907 146977 614621 156570490 11463718 0.99600 0.99590 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9595612 3723047 5872565 904782 565861 338921 6211486 43514698 42041568 1473130 0 1473130 45202709 1623588 64423 1688011 43514698 0 43514698 43729579 1623588 64423 1688011 42041568 0 42041568 PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES REPORTED ON STATEMENT OF REVENUE ON FORM 990 64,423. PART XIII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES REPORTED ON STATEMENT OF REVENUE ON FORM 990 64,423. WALK WITH ME 121451 121451 3580 18680 PORTRAITS 83759 83759 73 21866 1 59170 59170 20224 264380 264380 3653 60770 64423 -64423 IDA CITY OF PHOENIX AZ 860447254 718911FE5 2003-04-04 3175000 PURCHASE BUILDING 0 0 0 IDA CITY OF PHOENIX AZ 860447254 718911FE5 2003-04-04 1000000 BUILDING RENOVATION 0 0 0 3175000 3175000 2003 0 0 1 1 1000000 1000000 2003 0 0 1 1 0 0 0 0 1 0.00000 0.00000 0.00000 1 0 0 0 0 1 0.00000 0.00000 0.00000 1 1 1 0 0 0 0 1 0 0 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 COPIES OF THE 990 ARE PROVIDED TO ALL GOVERNING BOARD MEMBERS AND DISCUSSED WITH THE FINANCE COMMITTEE OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL CERTIFICATION OF COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY IS REQUIRED BY DIRECTORS AND KEY EMPLOYEES. ONE OF SOUTHWEST HUMAN DEVELOPMENT, INC.'S (SWHD) MAJOR PROGRAMS IS HEAD START. UNDER THE HEAD START ACT, BOARD MEMBERS (OR THEIR RELATIVES OR BUSINESS ASSOCIATES) ARE NOT ALLOWED TO RECEIVE COMPENSATION FOR SERVICES PERFORMED FOR THE GRANT RECIPIENT (SWHD). THUS CONFLICTS OF INTEREST ARE STRICTLY FORBIDDEN AND RESULT IN BOARD MEMBERS LEAVING THE BOARD. SIMILAR RESTRICTIONS ARE IMPOSED ON KEY EMPLOYEES (OR THEIR RELATIVES) FOR ANY COMPENSATION BEYOND REASONABLE SALARY AND BENEFITS. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE CEO, CFO AND TOP MANAGEMENT OFFICIALS IS REVIEWED ANNUALLY BY FINANCE AND EXECUTIVE COMMITTEE OF GOVERNING BOARD. SENIOR MANAGERS COMPENSATION IS REVIEWED ANNUALLY, BASED ON INDUSTRY SURVEYS FOR LIKE POSITIONS AT SIMILAR SIZED LOCAL NOT FOR PROFIT COMPANIES, BY FINANCE COMMITTEE OF THE GOVERNING BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 2C THE AUDIT COMMITTEE OVERSEES THE AUDITED FINANCIAL STATEMENTS.