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Nonprofiteer
← DESERT FINANCIAL FOUNDATION

Form 990 for tax year 2022

Filed by DESERT FINANCIAL FOUNDATION.

Totals

Total revenue
$1,090,189
Total expenses
$1,032,401
Contributions and grants received
$1,090,189
Grants paid
$1,029,887
Program service revenue
$0
Investment income
$0
Other revenue
$0
Total assets, end of year
$336,167
Total liabilities, end of year
$25,000
Net assets or fund balances, end of year
$311,167
Program services expenses (Part IX)
$1,029,887
Management and general expenses
$0
Fundraising expenses
$2,514
Program service expenses (Part III)
$1,029,887

Program services were 99.8% 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.

  • 1c · Fundraising events

    $491,303

  • 1d · Related organizations

    $275,546

  • 1f · All other contributions, gifts and grants

    $323,340

  • 1g · Noncash contributions included above

    $79,322

  • 8a · Fundraising events: gross income

    $79,322

  • 8a · Fundraising events: contributions included on line 1c

    $491,303

  • 8b · Fundraising events: direct expenses

    $79,322

  • 8c · Net income from fundraising events

    total $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $984,120 · program services $984,120

  • 2 · Grants to domestic individuals

    total $45,767 · program services $45,767

  • 24a · Other expenses: MISCELLANEOUS EXPENSES

    total $2,514 · fundraising $2,514

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $282,369 · end of year $332,667

  • 4 · Accounts receivable

    beginning of year $8,563 · end of year $3,500

  • 17 · Accounts payable and accrued expenses

    beginning of year $16,753

  • 19 · Deferred revenue

    beginning of year $20,800 · end of year $25,000

  • 27 · Net assets without donor restrictions

    beginning of year $211,499 · end of year $108,606

  • 28 · Net assets with donor restrictions

    beginning of year $41,880 · end of year $202,561

Mission and programs · 2022

Mission

TO PROMOTE THE FINANCIAL HEALTH OF OUR COMMUNITY THROUGH EDUCATION, SCHOLARSHIPS, GRANTS TO NON-PROFIT PROGRAMS, AND FUNDRAISING EFFORTS.

  • Withheld by Nonprofiteer: this text may name a private individual.

    Expenses $277,250 · Grants $277,250

  • DESERT FINANCIAL FOUNDATION IS THE PRIMARY FINANCIAL SUPPORTER OF THE ONE DARN COOL SCHOOL OF PHOENIX CHILDREN'S HOSPITAL. CHILDRAN RECEIVING SERVICES AT THE HOSPITAL ARE ABLE TO CONTINUE WITH THEIR EDUCATION AND RECEIVE SUPPORT TO TRANSITION SUCCESSFULLY BACK TO THEIR HOME SCHOOL.

    Expenses $706,870 · Grants $706,870

  • EMPLOYEE EMERGENCY ASSISTANCE & GENERAL FUND - THE FOUNDATION OPERATES AN EMERGENCY FUND FOR INDIVIDUALS FACING A VERIFIABLE FINANCIAL HARDSHIP AS A RESULT OF SERIOUS ILLNESS OR INJURY, VIOLENT CRIME, MILITARY DEPOLYMENT, DEATH, TERRORIST OR MILITARY ACTION, AN ACCIDENT INVOLVING A COMMON CARRIER, OR A FEDERALLY DECLARED DISASTER.

    Expenses $45,767 · Grants $45,767

As filed on the 2022 return. A text marked withheld matched a screen for wording that may name a private individual, such as an honorific or "in memory of". Most of what it withholds names no one; it is withheld so that what does is never shown.

Listed in Part VII

  • CATHLEEN GRAHAM

    DIRECTOR

    Total calculated
    $870,111
    From this org
    $0
    From related orgs
    $768,149
    Other
    $101,962
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $490,119 related
    Bonus
    $0 + $273,317 related
    Other
    $0 + $4,713 related
    Deferred
    $0 + $90,087 related
    Nontaxable benefits
    $0 + $11,875 related
    Filer's total
    $0 + $870,111 related

  • JANET BIOLETTO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JEFFREY MESHEY

    VICE CHAIR

    Total calculated
    $2,465,120
    From this org
    $0
    From related orgs
    $1,874,940
    Other
    $590,180
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $947,443 related
    Bonus
    $0 + $918,035 related
    Other
    $0 + $9,462 related
    Deferred
    $0 + $562,578 related
    Nontaxable benefits
    $0 + $27,602 related
    Filer's total
    $0 + $2,465,120 related

  • JUSTIN CROWDER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • RONDLE AMSTUTZ

    SECRETARY

    Total calculated
    $846,665
    From this org
    $0
    From related orgs
    $805,579
    Other
    $41,086
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $501,429 related
    Bonus
    $0 + $296,012 related
    Other
    $0 + $8,138 related
    Deferred
    $0 + $11,007 related
    Nontaxable benefits
    $0 + $30,079 related
    Filer's total
    $0 + $846,665 related

  • SARA REGAN

    DIRECTOR

    Total calculated
    $535,625
    From this org
    $0
    From related orgs
    $501,302
    Other
    $34,323
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $315,351 related
    Bonus
    $0 + $179,744 related
    Other
    $0 + $6,207 related
    Deferred
    $0 + $5,914 related
    Nontaxable benefits
    $0 + $28,409 related
    Filer's total
    $0 + $535,625 related

  • SUSAN FRANK

    CHAIR

    Total calculated
    $0
    Hours/week
    2

  • THOMAS MARLOWE

    TREASURER

    Total calculated
    $505,543
    From this org
    $0
    From related orgs
    $481,554
    Other
    $23,989
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $320,251 related
    Bonus
    $0 + $160,290 related
    Other
    $0 + $1,013 related
    Deferred
    $0 + $12,200 related
    Nontaxable benefits
    $0 + $11,789 related
    Filer's total
    $0 + $505,543 related

  • CARLISSA WRIGHT

    VP/EXEC DIR DF FOUNDATION

    Total calculated
    $239,369
    From this org
    $0
    From related orgs
    $210,245
    Other
    $29,124
    Hours/week
    11.92 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $181,914 related
    Bonus
    $0 + $27,378 related
    Other
    $0 + $953 related
    Deferred
    $0 + $8,338 related
    Nontaxable benefits
    $0 + $20,786 related
    Filer's total
    $0 + $239,369 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

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

The 10 largest by cash amount. The API serves every itemized grant.

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
2022
Filed
10 November 2023
IRS schema version
2022v5.0
Source object
202333179349304908

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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