THE WOMENS FOUNDATION FOR THE STATE OF ARIZONA: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- THE WOMENS FOUNDATION FOR THE STATE OF ARIZONA (EIN 31-1660702)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-12
- IRS object ID
- 201131329349301343
- Schema version
- 2009v1.7
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-12T10:08:38-07:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DeVries CPAs of Arizona PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4349 East Fifth Street | AddressLine1 |
| City | Tucson | City |
| State | AZ | State |
| ZIP Code | 857112025 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311660702 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Womens Foundation of Southern Arizona | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WOME | NameControl |
| Phone | 5206228886 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2250 E Broadway Blvd | AddressLine1 |
| City | Tucson | City |
| State | AZ | State |
| ZIP Code | 85719 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Laura Penny | Name |
| Title | Executive Direc | Title |
| Date Signed | 2011-05-12 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Mike DeVries | Name |
| Phone | 5202986200 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Sarah Meadows | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2250 E Broadway Blvd | AddressLine1 |
| City | Tucson | City |
| State | AZ | State |
| ZIP Code | 85719 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 630377 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| Organization501c | X | Organization501c |
| Web Site | www.womengiving.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1999 | YearFormation |
| State Legal Domicile | AZ | StateLegalDomicile |
| Activity Or Mission Description | The mission of the Women's Foundation of Southern Arizona is to foster equity and opportunity for women and girls. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 18 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 18 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 552554 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 393734 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 11273 | InvestmentIncomePriorYear |
| Investment Income Current Year | 160413 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 34218 | OtherRevenuePriorYear |
| Other Revenue Current Year | 40274 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 598045 | TotalRevenuePriorYear |
| Total Revenue Current Year | 594421 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 116175 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 163880 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 107428 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 128186 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 10364 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 106661 | OtherExpensePriorYear |
| Other Expenses Current Year | 79073 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 330264 | TotalExpensesPriorYear |
| Total Expenses Current Year | 371139 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 267781 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 223282 | RevenuesLessExpensesCY |
| Total Assets BOY | 1668319 | TotalAssetsBOY |
| Total Assets EOY | 1856113 | TotalAssetsEOY |
| Total Liabilities BOY | 20822 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 43533 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1647497 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1812580 | NetAssetsOrFundBalancesEOY |
| Mission Description | The mission of the Women's Foundation of Southern Arizona is to foster equity and opportunity for women and girls. The foundation fulfills this mission by using a competitive process to grant funds to an array of programs in southern Arizona that benefit women and girls, and by providing innovative programs to increase women's philanthropy. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 265437 | Expense |
| Grants | 163880 | Grants |
| Description | The mission of the Women's Foundation of Southern Arizona is to foster equity and opportunity for women and girls. The Foundation fulfills this mission by using a comprehensive process to grant funds to an array of programs in southern Arizona (Pima, Cochise and Santa Cruz counties) that promote economic self-sufficiency for women and girls; by providing innovative programs to increase women's philanthropy and leadership; and by conducting research on issues affecting women and girls in southern Arizona.In the spring of 2009, we awarded $89,461.90 through our general, annual grant round to six organizations that promote women's economic self-sufficiency. Using a variety of strategies, five of these programs provide women with job training, financial literacy, family planning and tutoring to enable them to support themselves and their children. The sixth program, through the Girl Scouts, provides girls who have been incarcerated or who are at rick of being incarcerated, with life skills and leadership training to assure successful futures.We funded the second year of our Equity and Opportunity Fund in 2009-10. These three-year, $75,000 grants were awarded to two exemplary organizations to increase women's economic self-sufficiency through financial literacy, asset building, employment and home ownership. Aimed at building the economic security and financial independence of low-income, women-headed families, our goal is to help ensure women are better equipped to provide for themselves and their families on a long-term basis. We also trained 15 young women in Tucson on social justice issues, philanthropy, leadership and grant-making through our award-winning girls' philanthropy program, Unidas. Through Unidas, high school girls design and implement a grants process, review applications and conduct site visits. In 2010 the girls allocated $6200 to the Sahuaro Girl Scout Council for a program to decrease teen dating violence. Unidas participants also learned fundraising skills, raising approximately $20,000 toward a $25,000 challenge pledge from a family foundation. | Description |
| Total Program Service Expense | 265437 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | true | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 1 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Employment Tax Returns Filed | false | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Form990-T Filed | false | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Form8886 T Filed | false | Form8886TFiled |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Non Deductible Disclosure | false | NonDeductibleDisclosure |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Quid Pro Quo Disclosure | false | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Filed Lieu1041 | false | FiledLieu1041 |
| Nbr Voting Governing Body Members | 18 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 18 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | false | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Policies Reference Chapters | false | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Corporation | NamePerson |
| Telephone Number | 5206228886 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2250 E Broadway Blvd | AddressLine1 |
| City | Tucson | City |
| State | AZ | State |
| ZIP Code | 85719 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (19 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee |
|---|---|---|---|---|---|---|---|
| Valerie Diaz | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Tracy Taft | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Teresa Truelsen | |||||||
| Director | 2.00 | X | 0 | 0 | 0 | ||
| Sherry Johnson | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Sarah Meadows | |||||||
| Chair | 3.00 | X | 0 | 0 | 0 | X | |
| Noemi Navarro | |||||||
| Treasurer | 1.00 | X | 0 | 0 | 0 | X | |
| Nicci Hinderaker | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Nancy Weeks | |||||||
| Director | 2.00 | X | 0 | 0 | 0 | ||
| Mimi Warwick | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Mary Keane | |||||||
| Director | 2.00 | X | 0 | 0 | 0 | ||
| Laura Penny | |||||||
| Executive Direc | 50.00 | 65000 | 0 | 2797 | X | ||
| Judy Gans | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Jennifer Roche | |||||||
| Secretary | 2.00 | X | 0 | 0 | 0 | X | |
| Fran Luchsinger | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Eileen Palles | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Dorothy Green | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Dari Zwart | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Clyde Kunz | |||||||
| Director | 2.00 | X | 0 | 0 | 0 | ||
| Claudia Torres | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 65000 | TotalReportableCompFromOrg |
| Total Other Compensation | 2797 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 36500 | FundraisingEvents |
| All Other Contributions | 357234 | AllOtherContributions |
| Total Contributions | 393734 | TotalContributions |
| Total Program Service Revenue | 0 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 24484 | TotalRevenueColumn |
| Exclusion | $24,484 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 135929 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 135929 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 135929 | TotalRevenueColumn |
| Exclusion | $135,929 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 76230 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 36500 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 35956 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 40274 | TotalRevenueColumn |
| Exclusion | $40,274 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 594421 | TotalRevenueColumn |
| Exclusion | $200,687 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 163880 | Total |
| Program Services | 163880 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 71269 | Total |
| Program Services | 34922 | ProgramServices |
| Management And General | 32784 | ManagementAndGeneral |
| Fundraising | 3563 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42552 | Total |
| Program Services | 20850 | ProgramServices |
| Management And General | 19574 | ManagementAndGeneral |
| Fundraising | 2128 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5872 | Total |
| Program Services | 2877 | ProgramServices |
| Management And General | 2701 | ManagementAndGeneral |
| Fundraising | 294 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8493 | Total |
| Program Services | 4162 | ProgramServices |
| Management And General | 3906 | ManagementAndGeneral |
| Fundraising | 425 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8602 | Total |
| Program Services | 4215 | ProgramServices |
| Management And General | 3957 | ManagementAndGeneral |
| Fundraising | 430 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4638 | Total |
| Program Services | 2273 | ProgramServices |
| Management And General | 2133 | ManagementAndGeneral |
| Fundraising | 232 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22703 | Total |
| Program Services | 11124 | ProgramServices |
| Management And General | 10444 | ManagementAndGeneral |
| Fundraising | 1135 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2965 | Total |
| Program Services | 1453 | ProgramServices |
| Management And General | 1364 | ManagementAndGeneral |
| Fundraising | 148 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7178 | Total |
| Program Services | 3517 | ProgramServices |
| Management And General | 3302 | ManagementAndGeneral |
| Fundraising | 359 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3900 | Total |
| Program Services | 1911 | ProgramServices |
| Management And General | 1794 | ManagementAndGeneral |
| Fundraising | 195 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3895 | Total |
| Program Services | 1909 | ProgramServices |
| Management And General | 1791 | ManagementAndGeneral |
| Fundraising | 195 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Printing and Publications | 19290 | 9452 | 8873 | 965 |
| Postage and Shipping | 5902 | 2892 | 2715 | 295 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 371139 | Total |
| Program Services | 265437 | ProgramServices |
| Management And General | 95338 | ManagementAndGeneral |
| Fundraising | 10364 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20842 | BOY |
| EOY | 22173 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 289493 | BOY |
| EOY | 208990 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 392966 | BOY |
| EOY | 320832 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8385 | BOY |
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 8264 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 8264 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 191543 | BOY |
| EOY | 125322 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 765090 | BOY |
| EOY | 1178796 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1668319 | BOY |
| EOY | 1856113 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20822 | BOY |
| EOY | 21033 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 22500 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20822 | BOY |
| EOY | 43533 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 525877 | BOY |
| EOY | 494867 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20164 | BOY |
| EOY | 79227 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1101456 | BOY |
| EOY | 1238486 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1647497 | BOY |
| EOY | 1812580 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1668319 | BOY |
| EOY | 1856113 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | false | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
| Federal Grant Audit Performed | false | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 403218 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 414165 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1042048 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 552554 | CurrentTaxYearMinus1Year |
| Current Tax Year | 393734 | CurrentTaxYear |
| Total | 2805719 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 403218 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 414165 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1042048 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 552554 | CurrentTaxYearMinus1Year |
| Current Tax Year | 393734 | CurrentTaxYear |
| Total | 2805719 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 562762 | AmountsSubstContributorsTotal |
| Public Support Total170 | 2242957 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 10456 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 33825 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 21493 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 33913 | CurrentTaxYearMinus1Year |
| Current Tax Year | 24484 | CurrentTaxYear |
| Total | 124171 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 2929890 | TotalSupport |
| Gross Receipts From Admissions Etc | 407841 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.76550 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.74810 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1101456 | BeginningOfYearBalance |
| Contributions | 137030 | Contributions |
| End Of Year Balance | 1238486 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 769512 | BeginningOfYearBalance |
| Contributions | 331944 | Contributions |
| End Of Year Balance | 1101456 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 8264 | OtherCostOrOtherBasis |
| Depreciation | 8264 | Depreciation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 125322 | TotalOfBookValueSecurities |
| Total Book Value Other Assets | 1178796 | TotalBookValueOtherAssets |
| Total Revenue | 594421 | TotalRevenue |
| Total Expenses | 371139 | TotalExpenses |
| Excess Or Deficit For Year | 223282 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -58199 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -58199 | TotalAdjustments |
| Excess Or Deficit Per FS | 165083 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 27002772 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -58199 | NetUnrealizedGainsInvestments |
| Other Revenues | 26430594 | OtherRevenues |
| Revenue Not Rptd F990 | 26372395 | RevenueNotRptdF990 |
| Revenue Subtotal | 630377 | RevenueSubtotal |
| Other Revenues Not Included | -35956 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -35956 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 594421 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 12668761 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 12297622 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 12297622 | ExpensesNotRptdF990 |
| Expenses Subtotal | 371139 | ExpensesSubtotal |
| Total Expenses Per Form990 | 371139 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part XIII, Line 2d | Part XIII, Line 2d: Other expenses and losses per audited F/S | Special event expenses $35956 Expenses from Consolidated entities $12261666 |
| Part XII, Line 2d | Part XII, Line 2d: Other revenue amounts included in F/S but not included on form 990 | Revenue from Consoldated entities $26430594 |
| Part V, Line 4 | Part V, Line 4: Intended uses of the endowment fund. | Endowment funds are held for the restricted purposes of the donors. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agreement Ref Fundraising | false | AgreementRefFundraising |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Luncheon | NameOfEvent1 |
| Gross Receipts Event1 | 112730 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 36500 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 76230 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 35956 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 112730 | GrossReceiptsTotal |
| Charitable Contributions Total | 36500 | CharitableContributionsTotal |
| Gross Revenue Total Events | 76230 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 35956 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 35956 | DirectExpenseSummaryEvents |
| Net Income Summary | 40274 | NetIncomeSummary |
Schedule I IRS990ScheduleI
Recipient Table RecipientTable (9 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|---|
| Womens Transition Project Inc | ||||||||
| 240 OHara Ave | Bisbee | AZ | 85603 | 311693488 | 501(c)(3) | 10320 | 0 | Give Back |
| The International Rescue Comm | ||||||||
| 122 East 42nd Street | New York | NY | 10168 | 135660870 | 501(c)(3) | 15000 | 0 | The Refugee Well Being Project |
| Sahuaro Girl Scout Council | ||||||||
| 4300 E Broadway | Tucson | AZ | 85711 | 201139140 | 501(c)(3) | 10880 | 0 | Adelante Jovencitas |
| Primavera | ||||||||
| 701 S 6th Avenue | Tucson | AZ | 85717 | 850733180 | 501(c)(3) | 37500 | 0 | Her Family Program |
| Planned Parenthood Arizona | ||||||||
| 2255 N Wyatt Drive | Tucson | AZ | 85712 | 860146520 | 501(c)(3) | 15000 | 0 | Medical Training Program |
| New Beginnings for Women and Children | ||||||||
| 2589 N Alvernon Way | Tucson | AZ | 85717 | 860597073 | 501(c)(3) | 35000 | 0 | ELEVATE Program |
| Literacy for Life Coalition | ||||||||
| 2250 E Broadway | TUcson | AZ | 85719 | 942681765 | 501(c)(3) | 15000 | 0 | The Women's Literacy Network |
| Hands of a Friend Manos Amigos | ||||||||
| PO Box 2097 | Green Valley | AZ | 85622 | 203373537 | 501(c)(3) | 15000 | 0 | Poverty to Payroll |
| Arizona Direct Care Worker Assoc | ||||||||
| 1940 E Silverlake Rd Ste 402 | Tucson | AZ | 85713 | 261332504 | 501(c)(3) | 10000 | 0 | New Member Outreach Program |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 9 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990, Part VI, Line 19 | Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | Documents are available upon request. |
| Form 990, Part VI, Line 12c | Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | All new Board members are provided with a copy and asked to sign it when they come on to the Board, and to declare any extant potential conflicts of interest. Any potential conflicts of interest are discussed by the Board. All members of the Grants Allocation Committee (including non-Board members) are required to declare any potential conflicts of interest in writing and sign a conflict of interest statement. |
| Form 990, Part VI, Line 11 | Form 990, Part VI, Line 11: Form 990 Review Process | The Finance Committee will review the 990 and present it for discussion at a regularly scheduled Board meeting |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Community Foundation for So Arizona | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2250 E Broadway Blvd | AddressLine1 |
| City | Tucson | City |
| State | AZ | State |
| ZIP Code | 85719 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 942681765 | EIN |
| Primary Activities | Charitable | PrimaryActivities |
| Legal Domicile State | AZ | LegalDomicileState |
| Exempt Code Section | 501(c)(3) | ExemptCodeSection |
| Public Charity Status | 7 | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | true | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Community Foundation for So Arizona | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | l | TransactionType |
| Amount Involved | 8602 | AmountInvolved |
Comments