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Nonprofiteer
← DESERT FINANCIAL FOUNDATION

Form 990 for tax year 2023

Filed by DESERT FINANCIAL FOUNDATION.

Totals

Total revenue
$1,104,190
Total expenses
$1,096,914
Contributions and grants received
$1,104,190
Grants paid
$1,096,347
Program service revenue
$0
Investment income
$0
Other revenue
$0
Total assets, end of year
$1,086,045
Total liabilities, end of year
$767,602
Net assets or fund balances, end of year
$318,443
Program services expenses (Part IX)
$1,096,347
Management and general expenses
$0
Fundraising expenses
$567
Program service expenses (Part III)
$1,096,347

Program services were 99.9% 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

    $530,154

  • 1d · Related organizations

    $204,746

  • 1f · All other contributions, gifts and grants

    $369,290

  • 1g · Noncash contributions included above

    $87,720

  • 8a · Fundraising events: gross income

    $87,720

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

    $530,154

  • 8b · Fundraising events: direct expenses

    $87,720

  • 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 $1,048,352 · program services $1,048,352

  • 2 · Grants to domestic individuals

    total $47,995 · program services $47,995

  • 24a · Other expenses: MISCELLANEOUS EXPENSES

    total $567 · fundraising $567

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $332,667 · end of year $1,081,295

  • 4 · Accounts receivable

    beginning of year $3,500 · end of year $4,750

  • 17 · Accounts payable and accrued expenses

    end of year $722,602

  • 19 · Deferred revenue

    beginning of year $25,000 · end of year $45,000

  • 27 · Net assets without donor restrictions

    beginning of year $108,606 · end of year $129,287

  • 28 · Net assets with donor restrictions

    beginning of year $202,561 · end of year $189,156

Mission and programs · 2023

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 $323,750 · Grants $323,750

  • 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 $724,602 · Grants $724,602

  • 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 $47,995 · Grants $47,995

As filed on the 2023 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
    $921,738
    From this org
    $0
    From related orgs
    $903,234
    Other
    $18,504
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $556,479 related
    Bonus
    $0 + $338,257 related
    Other
    $0 + $8,498 related
    Deferred
    $0 + $3,074 related
    Nontaxable benefits
    $0 + $15,430 related
    Filer's total
    $0 + $921,738 related

  • Janet Bioletto

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jeffrey Meshey

    VICE CHAIR

    Total calculated
    $2,775,833
    From this org
    $0
    From related orgs
    $2,029,198
    Other
    $746,635
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,034,388 related
    Bonus
    $0 + $976,181 related
    Other
    $0 + $18,629 related
    Deferred
    $0 + $702,640 related
    Nontaxable benefits
    $0 + $43,995 related
    Filer's total
    $0 + $2,775,833 related

  • Justin Crowder

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Rondle Amstutz

    SECRETARY

    Total calculated
    $948,442
    From this org
    $0
    From related orgs
    $891,882
    Other
    $56,560
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $535,226 related
    Bonus
    $0 + $346,474 related
    Other
    $0 + $10,182 related
    Deferred
    $0 + $13,200 related
    Nontaxable benefits
    $0 + $43,360 related
    Filer's total
    $0 + $948,442 related

  • Sara Regan

    DIRECTOR

    Total calculated
    $591,541
    From this org
    $0
    From related orgs
    $535,872
    Other
    $55,669
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $341,816 related
    Bonus
    $0 + $193,399 related
    Other
    $0 + $657 related
    Deferred
    $0 + $12,846 related
    Nontaxable benefits
    $0 + $42,823 related
    Filer's total
    $0 + $591,541 related

  • Susan Frank

    CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Thomas Marlowe

    TREASURER

    Total calculated
    $563,772
    From this org
    $0
    From related orgs
    $525,098
    Other
    $38,674
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $345,465 related
    Bonus
    $0 + $178,320 related
    Other
    $0 + $1,313 related
    Deferred
    $0 + $13,200 related
    Nontaxable benefits
    $0 + $25,474 related
    Filer's total
    $0 + $563,772 related

  • Courtney Hemphill

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Carlissa Wright

    VP/EXEC DIR DF FOUNDATION

    Total calculated
    $291,753
    From this org
    $0
    From related orgs
    $251,840
    Other
    $39,913
    Hours/week
    11.92 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $191,103 related
    Bonus
    $0 + $59,878 related
    Other
    $0 + $859 related
    Deferred
    $0 + $9,115 related
    Nontaxable benefits
    $0 + $30,798 related
    Filer's total
    $0 + $291,753 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

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 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
2023
Filed
8 November 2024
IRS schema version
2023v5.1
Source object
202413139349302611

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

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