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Nonprofiteer
← MARC COMMUNITY RESOURCES INC

Form 990 for tax year 2022

Filed by MARC COMMUNITY RESOURCES INC.

Totals

Total revenue
$37,243,401
Total expenses
$40,310,435
Contributions and grants received
$34,456,418
Grants paid
$53,457
Program service revenue
$1,227,195
Investment income
$549,000
Other revenue
$1,010,788
Total assets, end of year
$35,593,268
Total liabilities, end of year
$23,494,121
Net assets or fund balances, end of year
$12,099,147
Program services expenses (Part IX)
$14,334,658
Management and general expenses
$25,294,612
Fundraising expenses
$681,165
Program service expenses (Part III)
$14,334,658

Program services were 35.6% 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.

  • 1d · Related organizations

    $62,000

  • 1e · Government grants (contributions)

    $34,093,218

  • 1f · All other contributions, gifts and grants

    $301,200

  • 2a · Program service revenue: SERVICE FEES

    total $1,050,118 · related or exempt $1,050,118

  • 2b · Program service revenue: INCOME FROM SUBSIDIARIES

    total $177,077 · related or exempt $177,077

  • 3 · Investment income

    total $165,088 · excluded $165,088

  • 6a · Gross rents

    real property $563,551

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $563,551

  • 6d · Net rental income or loss

    total $563,551 · related or exempt $563,551

  • 7a · Gross sales of assets other than inventory

    other assets $383,912

  • 7b · Less cost or other basis and sales expenses

    other assets $0

  • 7c · Gain or loss

    other assets $383,912

  • 7d · Net gain or loss

    total $383,912 · excluded $383,912

  • 11a · Other revenue: MISCELLANEOUS REVENUE

    total $447,237 · excluded $447,237

  • 11e · Other revenue, total

    $447,237

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $53,457 · program services $53,457

  • 11a · Fees: management

    total $25,975,777 · management and general $25,294,612 · fundraising $681,165

  • 11g · Fees: other

    total $7,861,428 · program services $7,861,428

  • 13 · Office expenses

    total $788,600 · program services $788,600

  • 14 · Information technology

    total $405,957 · program services $405,957

  • 16 · Occupancy

    total $1,400,175 · program services $1,400,175

  • 17 · Travel

    total $759,204 · program services $759,204

  • 19 · Conferences, conventions and meetings

    total $2,542 · program services $2,542

  • 20 · Interest

    total $484,668 · program services $484,668

  • 22 · Depreciation, depletion and amortization

    total $1,527,020 · program services $1,527,020

  • 23 · Insurance

    total $298,748 · program services $298,748

  • 24a · Other expenses: PROGRAM EXPENSE

    total $528,680 · program services $528,680

  • 24b · Other expenses: LICENSE & FEE

    total $171,686 · program services $171,686

  • 24c · Other expenses: BAD DEBT

    total $36,667 · program services $36,667

  • 24d · Other expenses: MISCELLANEOUS EXPENSE

    total $12,210 · program services $12,210

  • 24e · All other expenses

    total $3,616 · program services $3,616

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $804,084 · end of year $4,710,440

  • 2 · Savings and temporary cash investments

    beginning of year $18,814,401 · end of year $1,945,216

  • 4 · Accounts receivable

    beginning of year $1,747,931 · end of year $2,191,760

  • 8 · Inventories for sale or use

    beginning of year $4,291 · end of year $5,193

  • 9 · Prepaid expenses and deferred charges

    beginning of year $594,297 · end of year $181,753

  • 10a · Land, buildings and equipment: cost or other basis

    $40,796,172

  • 10b · Land, buildings and equipment: accumulated depreciation

    $20,031,136

  • 10c · Land, buildings and equipment, net

    beginning of year $21,873,100 · end of year $20,765,036

  • 12 · Investments: other securities

    beginning of year $168,630

  • 13 · Investments: program-related

    beginning of year $1,000 · end of year $1,000

  • 15 · Other assets

    beginning of year $3,354,252 · end of year $5,792,870

  • 17 · Accounts payable and accrued expenses

    beginning of year $597,267 · end of year $471,993

  • 19 · Deferred revenue

    beginning of year $3,295,731 · end of year $1,218,085

  • 20 · Tax-exempt bond liabilities

    beginning of year $12,255,940 · end of year $11,838,414

  • 21 · Escrow or custodial account liability

    beginning of year $115,576 · end of year $196,723

  • 25 · Other liabilities

    beginning of year $16,030,853 · end of year $9,768,906

  • 27 · Net assets without donor restrictions

    beginning of year $12,889,566 · end of year $9,672,094

  • 28 · Net assets with donor restrictions

    beginning of year $2,177,053 · end of year $2,427,053

Mission and programs · 2022

Mission

SEE SCHEDULE O

Activities or mission (Part I)

COPA HEALTH IS A NONPROFIT ORGANIZATION THAT PROVIDES EXCEPTIONAL HEALTHCARE SERVICES, GUIDED BY ITS SIX CORE VALUES: PEOPLE FIRST, COMPASSION, INTEGRITY, PERSEVERANCE, ACCOUNTABILITY, AND INNOVATION. THEY OFFER INTEGRATED HEALTHCARE, EMPLOYMENT SERVICES, DAY PROGRAMS, COUNSELING, AND AFFORDABLE HOUSING FOR INDIVIDUALS WITH COMPLEX MEDICAL, BEHAVIORAL, OR LONG-TERM CARE NEEDS.

  • COMMUNITY LIVING SERVICES (CLS): CLS SUPPORTS INDIVIDUALS WITH DISABILITIES IN ACHIEVING MAXIMUM INDEPENDENCE WITHIN A HOME ENVIRONMENT. MARC PROVIDES 24/7 SUPERVISION AND CUSTOMIZED SERVICES THAT PROMOTE INTEGRATION INTO THE HOME AND COMMUNITY, ENGAGEMENT IN DAILY LIVING ACTIVITIES, AND CONSIDERATION OF EACH INDIVIDUAL'S UNIQUE NEEDS, STRENGTHS, ABILITIES, AND PREFERENCES ACROSS THE LIFESPAN.HOME AND COMMUNITY-BASED SERVICES: SINCE 1973, MARC HAS OFFERED RESIDENTIAL SERVICES, CURRENTLY OPERATING 17 BEHAVIORAL HEALTH HOMES AND 19 RESIDENCES FOR INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES (I/DD). COLLECTIVELY, THESE PROGRAMS PROVIDE HOME AND COMMUNITY-BASED SERVICES TO OVER 116 MEMBERS, (CONTINUED IN SCHEDULE O)HELPING THEM AVOID HIGH-COST INSTITUTIONAL SETTINGS SUCH AS SKILLED NURSING FACILITIES, HOSPITALS, AND CORRECTIONAL INSTITUTIONS, RESULTING IN SIGNIFICANT TAXPAYER SAVINGS.EMPLOYMENT-RELATED SERVICES: MARC OPERATES ONE OF ARIZONA'S LARGEST AND MOST COMPREHENSIVE EMPLOYMENT TRAINING PROGRAMS FOR INDIVIDUALS WITH I/DD, MENTAL HEALTH CONDITIONS, SUBSTANCE USE DISORDERS, AND SERIOUS MENTAL ILLNESS. IN THE MOST RECENT REPORTING PERIOD, THE PROGRAM SERVED 3,004 INDIVIDUALS WITH A 64% JOB PLACEMENT RATE. TO SUPPORT SKILL DEVELOPMENT, COPA COOKIES WAS LAUNCHED AS A HANDS-ON TRAINING INITIATIVE IN JOB READINESS AND BUSINESS OPERATIONS. STAKEHOLDER SATISFACTION REMAINS EXTREMELY HIGH, WITH 99% REPORTING THAT SERVICES WERE EFFECTIVE. MARC'S SUPPORTED EMPLOYMENT PROGRAM RECEIVED VALUE-BASED RECOGNITION FOR EXCEEDING PERFORMANCE BENCHMARKS - 75% OF PARTICIPANTS ENGAGED WITH A POTENTIAL EMPLOYER WITHIN 30 DAYS, SURPASSING THE 50% TARGET.COMMUNITY DAY SERVICES (CDS): MARC'S CDS PROGRAMS SUPPORTED 55 INDIVIDUALS WITH I/DD, OFFERING STRUCTURED ACTIVITIES FOCUSED ON INDEPENDENT LIVING SKILLS, SOCIALIZATION, AND COMMUNITY INTEGRATION. THESE SERVICES ARE VITAL FOR FAMILY STABILITY, ALLOWING CAREGIVERS TO WORK WHILE THEIR LOVED ONES ENGAGE IN ENRICHING, DEVELOPMENTALLY APPROPRIATE EXPERIENCES. POST-PANDEMIC, CDS HAS MAINTAINED TELEHEALTH SERVICES, OFFERING VIRTUAL SESSIONS IN MUSIC THERAPY, ZUMBA, STORYTELLING, ART, AND NO-BAKE COOKING. SATISFACTION REMAINS STRONG: 100% OF PARTICIPANTS REPORTED SATISFACTION, AND 98% SAID SERVICES MET OR EXCEEDED EXPECTATIONS.PERMANENT SUPPORTIVE HOUSING (PSH) PROGRAM: MARC HAS OPERATED THE PSH PROGRAM SINCE 2015, SERVING APPROXIMATELY 800 HOUSEHOLDS. FOLLOWING THE HOUSING FIRST MODEL, THE PROGRAM PROVIDES IMMEDIATE ACCESS TO STABLE HOUSING WITHOUT PRECONDITIONS, RECOGNIZING HOUSING AS A BASIC HUMAN RIGHT. TAILORED SUPPORTIVE SERVICES PROMOTE SUSTAINED HOUSING, INDEPENDENCE, AND COMMUNITY INTEGRATION. SINCE INCEPTION, MARC HAS HELPED AROUND 450 HOUSEHOLDS SECURE AND MAINTAIN STABLE HOUSING. THE PROGRAM CONCURRENTLY ADDRESSES HOUSING AND EMPLOYMENT NEEDS, EMPOWERING INDIVIDUALS FOR LONG-TERM SUCCESS. MARC'S HOPE PERMANENT SUPPORTIVE HOUSING PROGRAM HAS EARNED VALUE-BASED INCENTIVES FOR MEASURABLE OUTCOMES INCLUDING REDUCED PSYCHIATRIC HOSPITALIZATIONS, DECREASED RELIANCE ON MOBILE CRISIS SERVICES, INCREASED PARTICIPANT INCOME, AND IMPROVED HOUSING STABILITY.OTHER HOUSING INITIATIVES: MARC ACQUIRED PROPERTIES FROM THE CITY OF MESA THROUGH THE FEDERAL NEIGHBORHOOD STABILIZATION PROGRAM, NOW LEASED TO ELIGIBLE LOW-INCOME TENANTS. PLANNING IS ALSO UNDERWAY FOR LA VICTORIA COMMONS, A 104-UNIT LOW-INCOME HOUSING TAX CREDIT (LIHTC) PROJECT IN TEMPE, AZ, WITH ADDITIONAL LIHTC APPLICATIONS SUBMITTED DEMONSTRATING A CONTINUED COMMITMENT TO THE PRINCIPLE THAT HOUSING IS HEALTHCARE.THE VILLAGES BEHAVIORAL HEALTH DAY PROGRAMS: THE VILLAGES SERVED 659 MEMBERS, SUPPORTING RECOVERY THROUGH A COMPREHENSIVE, INTEGRATED SERVICE MODEL. MEMBERS ACTIVELY SHAPE THEIR LEARNING, EMPLOYMENT, AND RECREATIONAL ACTIVITIES, FOSTERING AUTONOMY AND PERSONAL GROWTH.REVENUE AND COMMUNITY CONTRIBUTIONS: MARC RECEIVES REVENUE THROUGH COST REIMBURSEMENTS AND TECHNICAL AGREEMENTS WITH AFFILIATED ORGANIZATIONS UNDER COPA HEALTH, INC. REIMBURSED EXPENSES ARE REPORTED AS ADMINISTRATIVE EXPENSES IN ACCORDANCE WITH AUDITED FINANCIAL STATEMENTS. ADDITIONALLY, MARC OFFERS MINOR MAINTENANCE SERVICES TO PEER 501(C)(3) ORGANIZATIONS USING ITS EXISTING INFRASTRUCTURE.

    Expenses $14,334,658 · Grants $53,457 · Revenue $1,786,297

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Sharareh Najafi-Piper

    CEO

    Total calculated
    $564,772
    From this org
    $0
    From related orgs
    $542,382
    Other
    $22,390
    Hours/week
    4 + 46 related

    Schedule J breakdown matched by us

    Base
    $0 + $366,528 related
    Bonus
    $0 + $175,854 related
    Other
    $0
    Deferred
    $0 + $20,500 related
    Nontaxable benefits
    $0 + $1,890 related
    Filer's total
    $0 + $564,772 related

  • John Moore

    CFO (THROUGH JULY 2023)

    Total calculated
    $265,379
    From this org
    $0
    From related orgs
    $246,870
    Other
    $18,509
    Hours/week
    4 + 46 related

    Schedule J breakdown matched by us

    Base
    $0 + $232,194 related
    Bonus
    $0 + $404 related
    Other
    $0 + $14,272 related
    Deferred
    $0 + $10,030 related
    Nontaxable benefits
    $0 + $8,479 related
    Filer's total
    $0 + $265,379 related

  • Martin Quintana

    CFO (AS OF AUGUST 2023)

    Total calculated
    $0
    Hours/week
    4 + 46 related

  • David Day

    CHAIR

    Total calculated
    $0
    Hours/week
    0.25 + 3.75 related

  • Holly Williams

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.25 + 3.75 related

  • Craig Cardon

    TREASURER

    Total calculated
    $0
    Hours/week
    0.25 + 3.75 related

  • Don Fowls MD

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.25 + 3.75 related

  • Wilford Cardon

    IMMEDIATE PAST CHAIR

    Total calculated
    $0
    Hours/week
    0.25 + 3.75 related

  • Abraham Barton

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25 + 3.75 related

  • Patrick Cardon

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25 + 3.75 related

  • Brian Kotsur

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25 + 3.75 related

  • Brian Middleton

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25 + 3.75 related

  • Tom Simplot

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25 + 3.75 related

  • Jon Scott Williams

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25 + 3.75 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

The filer's explanations (Part III)

PART I, LINE 3
THE CEO'S COMPENSATION IS DETERMINED BY COPA HEALTH, A RELATED ORGANIZATION. THE FOLLOWING WERE USED BY COPA HEALTH IN DETERMINING THE CEO'S COMPENSATION: 1. INDEPENDENT COMPENSATION CONSULTANT 2. FORM 990 OF OTHER ORGANIZATIONS 3. COMPENSATION SURVEY OR STUDY 4. APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
PART I, LINE 4B
COPA HEALTH, A RELATED ORGANIZATION, MADE CONTRIBUTIONS TO THE 457(F) NON-QUALIFIED DEFERRED COMPENSATION PLANS OF THESE EMPLOYEES IN CALENDAR YEAR 2022: JOHN MOORE - $14,272 MARTIN QUINTANA - $1,744 EMPLOYER CONTRIBUTIONS TO THE 457(F) PLANS ARE REPORTED WITHIN THE EMPLOYEE'S FORM W-2 WAGES AND AS SUCH, THE EMPLOYER CONTRIBUTIONS ARE REPORTED WITHIN SCHEDULE J, PART II, COLUMN B(III) AND ARE NOT REPORTED IN COLUMN (C).

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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • LA VICTORIA COMMONS LLC

    AFFORDABLE HOUSING · AZ · income $0 · assets $0

    Directly controlled by MARC COMMUNITY RESOURCES

  • LA VICTORIA COMMONS 4 LIHTC LLC

    AFFORDABLE HOUSING · AZ · income $0 · assets $0

    Directly controlled by MARC COMMUNITY RESOURCES

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • LA VICTORIA COMMONS LP

    RENTAL REVENUE · LIHTC HOUSING COMMUNITY · AZ · 0.01% owned · general or managing partner

    Directly controlled by LA VICTORIA COMMONS LLC

  • LA VICTORIA COMMONS 4 LIHTC LP

    RENTAL REVENUE · LIHTC HOUSING COMMUNITY · AZ · 0.01% owned · general or managing partner

    Directly controlled by LA VICTORIA COMMONS 4 LIHTC LLC

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • TECMARC INC

    C · PROPERTY MANAGEMENT · AZ · 100% owned · share of income $161,550 · share of assets $492,745 · controlled entity

    Directly controlled by MARC COMMUNITY RESOURCES

Provenance

Return type
form_990
Tax year
2022
Filed
21 July 2025
IRS schema version
2022v5.0
Source object
202522049349301127

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