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← ARIZONA MEDICAL ASSOCIATION FOUNDATION

Form 990 for tax year 2023

Filed by ARIZONA MEDICAL ASSOCIATION FOUNDATION.

Totals

Total revenue
$280,359
Total expenses
$239,192
Contributions and grants received
$279,856
Grants paid
$131,200
Program service revenue
$0
Investment income
$503
Other revenue
$0
Total assets, end of year
$148,116
Total liabilities, end of year
$1,535
Net assets or fund balances, end of year
$146,581
Program services expenses (Part IX)
$203,460
Management and general expenses
$35,732
Fundraising expenses
$0
Program service expenses (Part III)
$203,460

Program services were 85.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $279,856

  • 1g · Noncash contributions included above

    $300

  • 3 · Investment income

    total $503 · excluded $503

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $23,200 · program services $23,200

  • 2 · Grants to domestic individuals

    total $108,000 · program services $108,000

  • 11b · Fees: legal

    total $274 · management and general $274

  • 11c · Fees: accounting

    total $1,500 · management and general $1,500

  • 11g · Fees: other

    total $68,725 · program services $34,767 · management and general $33,958

  • 19 · Conferences, conventions and meetings

    total $1,985 · program services $1,985

  • 24a · Other expenses: PEER SUPPORT

    total $30,808 · program services $30,808

  • 24b · Other expenses: MISCELLANEOUS

    total $4,700 · program services $4,700

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $69,311 · end of year $88,509

  • 3 · Pledges and grants receivable

    beginning of year $7,500 · end of year $20,700

  • 15 · Other assets

    beginning of year $36,153 · end of year $38,907

  • 17 · Accounts payable and accrued expenses

    beginning of year $7,550 · end of year $1,535

  • 27 · Net assets without donor restrictions

    beginning of year $54,433 · end of year $56,244

  • 28 · Net assets with donor restrictions

    beginning of year $50,981 · end of year $90,337

Mission and programs · 2023

Mission

THE ARIZONA MEDICAL ASSOCIATION FOUNDATION WAS FORMED FOR THE PURPOSE OF RECEIVING, HOLDING, ADMINISTERING, AND EXPENDING PROPERTY AND FUNDS FOR CHARITABLE, SCIENTIFIC, LITERARY AND/OR EDUCATIONAL PURPOSES.

  • SUPPORTED THE CHARITABLE PURPOSES OF THE ARIZONA MEDICAL ASSOCIATION BY PROVIDING LOANS TO MEDICAL STUDENTS, INTERNS, AND RESIDENT PHYSICIANS. DISTRIBUTE GRANT FUNDING TO SUPPORT PRECEPTORS IN TRAINING EARLY CAREER PHYSICIANS SERVING TO HELP ADDRESS WORKFORCE SHORTAGES AND PROVIDE PRECEPTORSHIP OPPORTUNITIES. PROVIDE CME OPPORTUNITIES FOR PHYSICIANS.

    Expenses $203,460 · Grants $131,200

As filed on the 2023 return.

Listed in Part VII

  • Nadeem Kazi

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • William Thompson MD

    PHYSICIAN REPRESENTATION

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Miriam Anand MD

    PHYSICIAN REPRESENTATION

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Timothy Beger MD

    PHYSICIAN REPRESENTATION

    Total calculated
    $0
    Hours/week
    1

  • Michael Hamant MD

    PHYSICIAN REPRESENTATION

    Total calculated
    $0
    Hours/week
    1

  • Mark Carroll MD

    PHYSICIAN REPRESENTATION

    Total calculated
    $0
    Hours/week
    1

  • Frederick Kogan PhD MD

    PHYSICIAN REPRESENTATION

    Total calculated
    $0
    Hours/week
    1

  • Heather Carter

    COMMUNITY MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Tomas Leon

    COMMUNITY MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Henri Carter MD

    PHYSICIAN REPRESENTATION

    Total calculated
    $0
    Hours/week
    1

  • James Carland MD

    PHYSICIAN REPRESENTATION (RESIGNED 2023)

    Total calculated
    $0
    Hours/week
    1

  • Elizabeth De Bie

    CEO

    Total calculated
    $272,670
    From this org
    $0
    From related orgs
    $251,536
    Other
    $21,134
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $233,659 related
    Bonus
    $0 + $17,877 related
    Other
    $0
    Deferred
    $0 + $12,074 related
    Nontaxable benefits
    $0 + $9,060 related
    Filer's total
    $0 + $272,670 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
ELIZABETH DE BIE LISTED IN FORM 990, PART VII, IS COMPENSATED BY THE RELATED ORGANIZATION, ARIZONA MEDICAL ASSOCIATION, INC., FOR SERVICES PROVIDED TO THE FILING ORGANIZATION AND RELATED ORGANIZATION. ARIZONA MEDICAL ASSOCIATION, INC. EMPLOYES THE MANAGEMENT GROUP FOR ALL RELATED AFFILIATES. THE FILING ORGANIZATION RELIED ON ARIZONA MEDICAL ASSOCIATION, INC., WHICH USED ONE OR MORE OF THE METHODS DESCRIBED IN PART I, LINE 3 TO ESTABLISH EXECUTIVE COMPENSATION.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
6 June 2024
IRS schema version
2023v5.0
Source object
202401709349300820

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