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Nonprofiteer
← COMMUNITY FOUNDATION FOR SOUTHERN ARIZONA

Form 990 for tax year 2022

Filed by COMMUNITY FOUNDATION FOR SOUTHERN ARIZONA.

Totals

Total revenue
$18,652,959
Total expenses
$14,976,946
Contributions and grants received
$14,394,492
Grants paid
$11,029,470
Program service revenue
$236,541
Investment income
$4,429,971
Other revenue
-$408,045
Total assets, end of year
$186,272,025
Total liabilities, end of year
$12,737,571
Net assets or fund balances, end of year
$173,534,454
Program services expenses (Part IX)
$12,068,657
Management and general expenses
$1,927,627
Fundraising expenses
$980,662
Program service expenses (Part III)
$12,068,657

Program services were 80.6% 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.

  • 1c · Fundraising events

    $102,466

  • 1d · Related organizations

    $1,968,416

  • 1f · All other contributions, gifts and grants

    $12,323,610

  • 1g · Noncash contributions included above

    $1,793,921

  • 2a · Program service revenue: MANAGEMENT FEES

    total $183,266 · related or exempt $183,266

  • 2b · Program service revenue: ANNUAL EVENT-NON FUNDRAISING

    total $53,275 · related or exempt $53,275

  • 3 · Investment income

    total $3,905,456 · excluded $3,905,456

  • 6a · Gross rents

    real property $239,872

  • 6b · Less rental expenses

    real property $594,183

  • 6c · Rental income or loss

    real property -$354,311

  • 6d · Net rental income or loss

    total -$354,311 · unrelated business -$354,311

  • 7a · Gross sales of assets other than inventory

    securities $19,950,409

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

    securities $19,425,894

  • 7c · Gain or loss

    securities $524,515

  • 7d · Net gain or loss

    total $524,515 · excluded $524,515

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

    $102,466

  • 8b · Fundraising events: direct expenses

    $57,434

  • 8c · Net income from fundraising events

    total -$57,434 · excluded -$54,376

  • 11a · Other revenue: OTHER REVENUE

    total $3,700 · related or exempt $3,700

  • 11e · Other revenue, total

    $3,700

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $11,017,470 · program services $11,017,470

  • 2 · Grants to domestic individuals

    total $12,000 · program services $12,000

  • 5 · Compensation of officers, directors and key employees

    total $623,175 · program services $186,151 · management and general $250,873 · fundraising $186,151

  • 7 · Other salaries and wages

    total $1,197,231 · program services $357,665 · management and general $481,901 · fundraising $357,665

  • 8 · Pension plan contributions

    total $79,241 · program services $23,706 · management and general $31,829 · fundraising $23,706

  • 9 · Other employee benefits

    total $93,171 · program services $27,758 · management and general $37,655 · fundraising $27,758

  • 10 · Payroll taxes

    total $125,514 · program services $37,495 · management and general $50,524 · fundraising $37,495

  • 11b · Fees: legal

    total $25,266 · management and general $25,266

  • 11c · Fees: accounting

    total $58,800 · management and general $58,800

  • 11e · Fees: professional fundraising services

    total $50,000 · fundraising $50,000

  • 11f · Fees: investment management

    total $378,896 · management and general $378,896

  • 11g · Fees: other

    total $168,870 · program services $24,052 · management and general $104,266 · fundraising $40,552

  • 12 · Advertising and promotion

    total $87,233 · program services $30,470 · management and general $19,784 · fundraising $36,979

  • 13 · Office expenses

    total $64,057 · program services $19,217 · management and general $25,623 · fundraising $19,217

  • 14 · Information technology

    total $359,811 · program services $107,943 · management and general $143,925 · fundraising $107,943

  • 16 · Occupancy

    total $72,040 · program services $8,357 · management and general $55,326 · fundraising $8,357

  • 17 · Travel

    total $37,743 · program services $11,323 · management and general $15,097 · fundraising $11,323

  • 19 · Conferences, conventions and meetings

    total $31,192 · program services $9,358 · management and general $12,477 · fundraising $9,357

  • 20 · Interest

    total $20,833 · management and general $20,833

  • 22 · Depreciation, depletion and amortization

    total $119,805 · management and general $119,805

  • 23 · Insurance

    total $25,970 · program services $6,355 · management and general $13,260 · fundraising $6,355

  • 24a · Other expenses: EVENT NON FUNDRAISING

    total $139,651 · program services $41,895 · management and general $55,861 · fundraising $41,895

  • 24b · Other expenses: PROGRAM MATERIALS

    total $131,535 · program services $131,535

  • 24c · Other expenses: DUES AND SUBSCRIPTIONS

    total $46,010 · program services $13,802 · management and general $18,404 · fundraising $13,804

  • 24d · Other expenses: RECRUITMENT/TRAINING

    total $11,432 · program services $2,105 · management and general $7,222 · fundraising $2,105

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $809,832 · end of year $1,023,116

  • 2 · Savings and temporary cash investments

    beginning of year $12,843,918 · end of year $15,330,785

  • 3 · Pledges and grants receivable

    beginning of year $7,263,330 · end of year $6,126,264

  • 7 · Other notes and loans receivable

    beginning of year $1,098,522 · end of year $1,309,095

  • 9 · Prepaid expenses and deferred charges

    beginning of year $92,853 · end of year $96,407

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

    $6,827,459

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

    $1,277,183

  • 10c · Land, buildings and equipment, net

    beginning of year $5,865,748 · end of year $5,550,276

  • 11 · Investments: publicly traded securities

    beginning of year $142,887,656 · end of year $156,591,922

  • 12 · Investments: other securities

    beginning of year $237,365 · end of year $233,634

  • 15 · Other assets

    beginning of year $10,167 · end of year $10,526

  • 17 · Accounts payable and accrued expenses

    beginning of year $210,216 · end of year $238,600

  • 18 · Grants payable

    beginning of year $269,267 · end of year $697,663

  • 23 · Secured mortgages and notes payable

    beginning of year $2,447,202 · end of year $2,375,523

  • 25 · Other liabilities

    beginning of year $7,318,833 · end of year $9,425,785

  • 27 · Net assets without donor restrictions

    beginning of year $74,448,655 · end of year $81,079,397

  • 28 · Net assets with donor restrictions

    beginning of year $86,415,218 · end of year $92,455,057

Mission and programs · 2022

Mission

TO CREATE AN EQUITABLE AND VIBRANT COMMUNITY FOR ALL SOUTHERN ARIZONANS BY CONNECTING DONORS TO THE CAUSES THEY CARE ABOUT, NOW AND FOREVER.

  • CFSA HAS BEEN INVOLVED IN PROVIDING CORE GRANTS FOR GENERAL OPERATING SUPPORT, TO HIGH PERFORMING NONPROFITS AND SUPPORTING CROSS SECTOR PARTNERSHIPS WITH THE END OF LIFE CARE PARTNERSHIP. WE CONTINUE OUR WORK TO SUPPORT THE COMMUNITY WITH OUR INITIATIVES, THE AFRICAN AMERICAN LEGACY FUND, LGBTQ+ ALLIANCE FUND, THE NONPROFIT SOLAR PROJECT AND THE PIMA ALLIANCE FOR ANIMAL WELFARE. FOR THE LAST FOUR YEARS WE HAVE SUPPORTED CAPACITY BUILDING FOR NONPROFITS THROUGH OUT CATCHAFIRE PROGRAM AS WELL AS PROVIDING TRAINING AND PROFESSIONAL DEVELOPMENT TO OUR LOCAL NONPROFIT COMMUNITY THROUGH OUR CENTER FOR HEALTHY NONPROFITS.

    Expenses $12,068,657 · Grants $11,029,470 · Revenue $236,541

As filed on the 2022 return.

Listed in Part VII

  • Willstyne Hill

    CHAIR

    Total calculated
    $0
    Hours/week
    0.73

  • Ron Marx

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.6

  • Herb Hoffman

    TREASURER

    Total calculated
    $0
    Hours/week
    0.25

  • Daniel Arana

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.17

  • Marian Lalonde

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.29

  • Allison Vaillancourt

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.42 + 0.04 related

  • Clyde Kunz

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.46

  • Colette Barajas

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.35 + 0.04 related

  • Ethan Orr

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.06

  • Kendal Washington White

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Kristopher Kitz

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.29

  • Marcel Dabdoub

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0 + 0.04 related

  • Maribel Alvarez

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.17

  • Matt Harrison

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.13

  • Nancy Davis

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.48

  • Nicollette Daly

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.51

  • Rafael Barcelo Durazo

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0

  • Richard Koo

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.48

  • Richard Mundinger

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.39

  • Sean Murray

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.49

  • Steven Wagner

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.06

  • Taunya Villicana

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.43

  • Jenny Flynn

    CEO

    Total calculated
    $291,684
    From this org
    $268,800
    From related orgs
    $0
    Other
    $22,884
    Hours/week
    40 + 0.1 related

    Schedule J breakdown matched by us

    Base
    $268,800
    Bonus
    not reported
    Other
    not reported
    Deferred
    $14,478
    Nontaxable benefits
    $8,406
    Filer's total
    $291,684

  • Emily Walsh

    COO

    Total calculated
    $91,885
    From this org
    $90,296
    From related orgs
    $0
    Other
    $1,589
    Hours/week
    40

  • Katherine Wait

    CFO

    Total calculated
    $146,277
    From this org
    $125,282
    From related orgs
    $0
    Other
    $20,995
    Hours/week
    40

  • Kelly Huber

    VP FOR PHILA

    Total calculated
    $129,476
    From this org
    $119,476
    From related orgs
    $0
    Other
    $10,000
    Hours/week
    40 + 0.08 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

  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

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.

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.

  • CFSA COMMUNITY CAMPUS LLC

    CHARITABLE · AZ · income $496,532 · assets $5,971,958

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2022
Filed
8 May 2024
IRS schema version
2022v5.0
Source object
202421359349308572

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