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Nonprofiteer
← INTERMOUNTAIN FOUNDATION

Form 990 for tax year 2023

Filed by INTERMOUNTAIN FOUNDATION.

Totals

Total revenue
$5,101,004
Total expenses
$1,465,611
Contributions and grants received
$3,221,858
Grants paid
$27,410
Program service revenue
$1,366,370
Investment income
$512,776
Other revenue
$0
Total assets, end of year
$25,297,780
Total liabilities, end of year
$5,734,539
Net assets or fund balances, end of year
$19,563,241
Program services expenses (Part IX)
$1,385,823
Management and general expenses
$79,788
Fundraising expenses
$0
Program service expenses (Part III)
$1,385,823

Program services were 94.6% 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

    $3,129,763

  • 1f · All other contributions, gifts and grants

    $92,095

  • 2a · Program service revenue: RENTAL INCOME

    total $1,366,370 · related or exempt $1,366,370

  • 3 · Investment income

    total $113,414 · excluded $113,414

  • 7a · Gross sales of assets other than inventory

    securities $399,362

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

    securities $0

  • 7c · Gain or loss

    securities $399,362

  • 7d · Net gain or loss

    total $399,362 · excluded $399,362

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $27,410 · program services $27,410

  • 7 · Other salaries and wages

    total $19,341 · program services $19,341

  • 8 · Pension plan contributions

    total $146 · program services $146

  • 9 · Other employee benefits

    total $3,501 · program services $3,501

  • 10 · Payroll taxes

    total $535 · program services $535

  • 11a · Fees: management

    total $48,057 · management and general $48,057

  • 11b · Fees: legal

    total $431 · management and general $431

  • 11c · Fees: accounting

    total $31,300 · management and general $31,300

  • 11g · Fees: other

    total $45,436 · program services $45,436

  • 13 · Office expenses

    total $4,782 · program services $4,782

  • 14 · Information technology

    total $600 · program services $600

  • 16 · Occupancy

    total $404,825 · program services $404,825

  • 17 · Travel

    total $8 · program services $8

  • 20 · Interest

    total $161,891 · program services $161,891

  • 22 · Depreciation, depletion and amortization

    total $605,968 · program services $605,968

  • 23 · Insurance

    total $108,188 · program services $108,188

  • 24e · All other expenses

    total $3,192 · program services $3,192

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $558,894 · end of year $716,933

  • 2 · Savings and temporary cash investments

    beginning of year $1,016,398 · end of year $660,146

  • 4 · Accounts receivable

    end of year $38,012

  • 9 · Prepaid expenses and deferred charges

    beginning of year $28,000 · end of year $5,658

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

    $21,985,422

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

    $4,675,467

  • 10c · Land, buildings and equipment, net

    beginning of year $15,685,165 · end of year $17,309,955

  • 11 · Investments: publicly traded securities

    beginning of year $4,692,750 · end of year $6,496,430

  • 15 · Other assets

    beginning of year $195,902 · end of year $70,646

  • 17 · Accounts payable and accrued expenses

    beginning of year $202,321 · end of year $65,497

  • 19 · Deferred revenue

    beginning of year $630,312 · end of year $901,201

  • 21 · Escrow or custodial account liability

    beginning of year $2,818 · end of year $4,420

  • 23 · Secured mortgages and notes payable

    beginning of year $5,006,886 · end of year $4,700,668

  • 25 · Other liabilities

    beginning of year $931,030 · end of year $62,753

  • 27 · Net assets without donor restrictions

    beginning of year $15,403,742 · end of year $19,563,241

Mission and programs · 2023

Mission

TO MANAGE REAL AND PERSONAL PROPERTY INCLUDING OVERSIGHT OF ALL CASH AND INVESTMENTS IN SUPPORT OF INTERMOUNTAIN CENTERS FOR HUMAN DEVELOPMENT, A NONPROFIT HUMAN SERVICES ORGANIZATION.

Activities or mission (Part I)

MANAGEMENT OF REAL AND PERSONAL PROPERTY IN SUPPORT OF INTERMOUNTAIN CENTERS FOR HUMAN DEVELOPMENT.

  • TO MANAGE REAL AND PERSONAL PROPERTY INCLUDING OVERSIGHT OF ALL CASH AND INVESTMENTS IN SUPPORT OF INTERMOUNTAIN CENTERS FOR HUMAN DEVELOPMENT, A NONPROFIT HUMAN SERVICES ORGANIZATION.

    Expenses $1,385,823 · Grants $27,410 · Revenue $1,366,370

As filed on the 2023 return.

Listed in Part VII

  • Rose Lopez

    PRESIDENT & CEO

    Total calculated
    $405,637
    From this org
    $0
    From related orgs
    $395,177
    Other
    $10,460
    Hours/week
    0.5 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $395,177 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $1,500 related
    Nontaxable benefits
    $0 + $8,960 related
    Filer's total
    $0 + $405,637 related

  • James L Vitt

    CFO

    Total calculated
    $265,593
    From this org
    $0
    From related orgs
    $250,364
    Other
    $15,229
    Hours/week
    0.5 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $250,364 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $1,500 related
    Nontaxable benefits
    $0 + $13,729 related
    Filer's total
    $0 + $265,593 related

  • Greg Bryson Board

    PRESIDENT (THROUGH JANUARY 2024)

    Total calculated
    $0
    Hours/week
    0.5 + 4.5 related

  • Tammy Kastre MD

    VICE PRESIDENT & INTERIM PRESIDENT

    Total calculated
    $0
    Hours/week
    0.5 + 1.5 related

  • Patricia Treeful

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    0.5

  • Mimi Coomler

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 4.5 related

  • Brandt Hazen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 4.5 related

  • William Hazen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

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
THE ORGANIZATION'S CEO IS EMPLOYED BY THE PARENT ORGANIZATION, INTERMOUNTAIN CENTERS FOR HUMAN DEVELOPMENT (ICHD). ICHD UTILIZES A COMPENSATION COMMITTEE AND REQUIRES ANNUAL APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.

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

  • CITY OF TUCSON PARKS AND RECREATION

    $27,048

    SENSORY PARK

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.

  • ZIA APARTMENTS LLC

    HOLDING AND MANAGING REAL PROPERTY · AZ · income $24,000 · assets $230,888

    Directly controlled by INTERMOUNTAIN FOUNDATION

  • KIVA HOUSE LLC

    HOLDING AND MANAGING REAL PROPERTY · AZ · income $18,000 · assets $160,032

    Directly controlled by INTERMOUNTAIN FOUNDATION

  • SUNRISE RANCH HOUSE LLC

    HOLDING AND MANAGING REAL PROPERTY · AZ · income $36,000 · assets $179,134

    Directly controlled by INTERMOUNTAIN FOUNDATION

  • ANGEL HOUSE LLC

    HOLDING AND MANAGING REAL PROPERTY · AZ · income $24,000 · assets $240,122

    Directly controlled by INTERMOUNTAIN FOUNDATION

  • WINSTEL HOUSE LLC

    HOLDING AND MANAGING REAL PROPERTY · AZ · income $18,000 · assets $182,565

    Directly controlled by INTERMOUNTAIN FOUNDATION

  • COMMUNITY BEHAVIORAL HEALTH PROPERTIES OF SOUTHERN ARIZONA LLC

    HOLDING AND MANAGING REAL PROPERTY · AZ · income $1,430,524 · assets $4,740,668

    Directly controlled by INTERMOUNTAIN FOUNDATION

  • SUMMIT HOUSE LLC

    HOLDING AND MANAGING REAL PROPERTY · AZ · income $0 · assets $0

    Directly controlled by INTERMOUNTAIN FOUNDATION

Related partnerships

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

  • AZCARES ACO LLC

    FACILITATE HEALTH CARE DELIVERY · AZ

Related corporations and trusts

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

Provenance

Return type
form_990
Tax year
2023
Filed
13 October 2025
IRS schema version
2023v6.0
Source object
202512879349301556

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