Form 990 for tax year 2022

Filed by SAVE THE FAMILY FOUNDATION OF ARIZONA.

Totals

Total revenue: $5,827,503
Total expenses: $5,720,075
Contributions and grants received: $5,144,337
Grants paid: $1,501,076
Program service revenue: $824,138
Investment income: $44,783
Other revenue: -$185,755
Total assets, end of year: $9,491,628
Total liabilities, end of year: $284,627
Net assets or fund balances, end of year: $9,207,001
Program services expenses (Part IX): $3,963,994
Management and general expenses: $945,790
Fundraising expenses: $810,291
Program service expenses (Part III): $3,963,994

Program services were 69.3% 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

$465,892
1e · Government grants (contributions)

$1,930,754
1f · All other contributions, gifts and grants

$2,747,691
1g · Noncash contributions included above

$138,262
2a · Program service revenue: CLIENT AND MANAGEMENT FEES

total $824,138 · related or exempt $824,138
3 · Investment income

total $44,783 · excluded $44,783
8a · Fundraising events: gross income

$13,800
8a · Fundraising events: contributions included on line 1c

$465,892
8b · Fundraising events: direct expenses

$207,195
8c · Net income from fundraising events

total -$193,395 · excluded -$193,395
11a · Other revenue: OTHER INCOME

total $7,640 · related or exempt $7,640
11e · Other revenue, total

$7,640

Functional expenses

Part IX, the statement of functional expenses.

2 · Grants to domestic individuals

total $1,501,076 · program services $1,501,076
5 · Compensation of officers, directors and key employees

total $501,272 · program services $295,035 · management and general $117,019 · fundraising $89,218
7 · Other salaries and wages

total $1,904,768 · program services $1,121,095 · management and general $444,656 · fundraising $339,017
9 · Other employee benefits

total $231,244 · program services $143,822 · management and general $55,156 · fundraising $32,266
10 · Payroll taxes

total $185,754 · program services $115,530 · management and general $44,306 · fundraising $25,918
11b · Fees: legal

total $591 · program services $287 · management and general $162 · fundraising $142
11c · Fees: accounting

total $25,279 · program services $12,274 · management and general $6,914 · fundraising $6,091
11g · Fees: other

total $354,709 · program services $172,233 · management and general $97,010 · fundraising $85,466
16 · Occupancy

total $439,471 · program services $337,130 · management and general $67,190 · fundraising $35,151
17 · Travel

total $77,029 · program services $63,119 · management and general $8,071 · fundraising $5,839
20 · Interest

total $12,276 · program services $6,926 · management and general $3,957 · fundraising $1,393
22 · Depreciation, depletion and amortization

total $141,407 · program services $93,419 · management and general $29,198 · fundraising $18,790
24a · Other expenses: OPERATING EXPENSES

total $284,805 · program services $70,912 · management and general $53,852 · fundraising $160,041
24b · Other expenses: MATERIALS & SUPPLIES

total $32,411 · program services $15,557 · management and general $12,901 · fundraising $3,953
24c · Other expenses: EQUIPMENT

total $11,716 · program services $6,076 · management and general $5,084 · fundraising $556
24d · Other expenses: OTHER PROGRAM EXPENSES

total $9,503 · program services $9,503
24e · All other expenses

total $6,764 · management and general $314 · fundraising $6,450

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $762,700 · end of year $304,795
2 · Savings and temporary cash investments

beginning of year $1,747,453 · end of year $4,635,467
3 · Pledges and grants receivable

beginning of year $2,870,132 · end of year $2,938,771
9 · Prepaid expenses and deferred charges

beginning of year $30,104 · end of year $174,048
10a · Land, buildings and equipment: cost or other basis

$2,329,102
10b · Land, buildings and equipment: accumulated depreciation

$890,555
10c · Land, buildings and equipment, net

beginning of year $1,433,457 · end of year $1,438,547
11 · Investments: publicly traded securities

beginning of year $2,764,439
15 · Other assets

beginning of year $2,100
17 · Accounts payable and accrued expenses

beginning of year $268,824 · end of year $187,439
19 · Deferred revenue

beginning of year $131,434 · end of year $30,000
25 · Other liabilities

beginning of year $110,554 · end of year $67,188
27 · Net assets without donor restrictions

beginning of year $6,536,282 · end of year $6,630,382
28 · Net assets with donor restrictions

beginning of year $2,563,291 · end of year $2,576,619

Mission and programs · 2022

Mission

SAVE THE FAMILY EQUIPS FAMILIES TO ADDRESS POVERTY, OVERCOME HOMELESSNESS AND ACHEIVE SELF-SUFFICIENCY.

SAVE THE FAMILY FOUNDATION OF ARIZONA (SAVE THE FAMILY) PROVIDES A FOUR- TIERED APPROACH TO ENDING HOMELESSNESS AND POVERTY: 1) HOMELESS PREVENTION; 2) HOUSING (TRANSITIONAL, RAPID REHOUSING, AND STEP UP TO INDEPENDENCE); 3) CASE MANAGEMENT; AND, 4) WRAP-AROUND SUPPORTIVE SERVICES FOR BOTH ADULTS AND CHILDREN. FAMILIES HAVE ACCESS TO SUPPORTIVE SERVICES OFFERED THROUGH OUR FAMILIES, ADULTS AND CHILDREN'S EMPOWERMENT SERVICES (FACES), WHICH INCLUDES CAREER DEVELOPMENT SERVICES, PARENT SUPPORT SERVICES, MENTAL HEALTH AND SUBSTANCE ABUSE SUPPORT SERVICES, AND CHILDREN'S SERVICES. PERFORMANCE DATA INDICATES THAT 86% OF FAMILIES EXITING SAVE THE FAMILY'S HOUSING PROGRAMS EXITED TO PERMANENT HOUSING, 55% OF FAMILIES INCREASED OR MAINTAINED INCOME, 92% OF FAMILIES IMPROVED SCORES ON THE HOMELESSNESS STAR, AND 81% OF FAMILIES OBTAINED AND ACCESSED HEALTH CARE FOR THEIR FAMILIES. CHILDREN AND YOUTH ENGAGED IN CHILDREN'S SERVICES ALSO ACHIEVED SUCCESS WITH 87% DEMONSTRATING IMPROVED SCORES ON THE YOUTH STAR. THREE YEARS AGO, SAVE THE FAMILY BEGAN A PILOT PROGRAM - STEP UP TO INDEPENDENCE HOUSING. THIS NEW HOUSING MODEL TARGETS HOMELESS FAMILIES LIVING DOUBLED-UP WITH OTHER FAMILIES OR IN OTHER TEMPORARY, OFTEN CROWDED, SITUATIONS CURRENTLY UNSERVED BY FUNDING PROVIDED BY THE FEDERAL GOVERNMENT. THIS PROGRAM PROVIDES HOUSING AND SUPPORTIVE SERVICES FOR UP TO ONE YEAR AND FOCUSES ON HELPING FAMILIES STABILIZE, DECREASE DEBT, INCREASE INCOME, FOCUS ON SAVING, AND BUILD FINANCIAL INDEPENDENCE. PERFORMANCE DATA INDICATES THAT 82% OF FAMILIES INCREASED FINANCIAL STABILITY AS DEMONSTRATED BY A REDUCTION IN DEBT, INCREASED SAVINGS, INCREASED INCOME, AND/OR INCREASED WAGES. SAVE THE FAMILY'S FAMILIES, ADULTS, AND CHILDREN'S EMPOWERMENT SERVICES (FACES) STAFF PROVIDED SUPPORTIVE SERVICES (CAREER DEVELOPMENT SERVICES, PARENT SUPPORT SERVICES, MENTAL HEALTH AND SUBSTANCE ABUSE SUPPORT SERVICES, AND CHILDREN'S SERVICES) TO LOW-INCOME TENANTS LIVING IN OUR AFFILIATE ARM OF SAVE THE FAMILY'S (ARM) SCATTERED-SITE AFFORDABLE HOUSING UNITS, ESCOBEDO AT VERDE VISTA LOW-INCOME HOUSING TAX CREDIT (LIHTC) COMMUNITY, AND VALOR ON EIGHTH LIHTC COMMUNITY. PERFORMANCE DATA INDICATES THAT 53% OF ARM SCATTERED-SITE TENANTS PARTICIPATED IN FACES; 71% OF ESCOBEDO TENANTS PARTICIPATED IN FACES; AND, 73% OF VALOR TENANTS PARTICIPATED IN FACES. IN TOTAL, SAVE THE FAMILY SERVED 589 FAMILIES EXPERIENCING HOMELESSNESS AND POVERTY, INCLUDING 1,157 CHILDREN.

Expenses $3,963,994 · Grants $1,501,076 · Revenue $824,138

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

Listed in Part VII

Jacki TaylorJACKI TAYLOR

FORMER CEO

Total calculated

$155,141

From this org

$148,750

From related orgs

$0

Other

$6,391

Hours/week

40

Schedule J breakdown matched by us

Base

$148,750

Bonus

not reported

Other

not reported

Deferred

$6,391

Nontaxable benefits

not reported

Filer's total

$155,141
Gregory BooneGREGORY BOONE

FORMER CDO

Total calculated

$109,721

From this org

$106,183

From related orgs

$0

Other

$3,538

Hours/week

40
Erin Cowan-HeggERIN COWAN-HEGG

CPO

Total calculated

$98,984

From this org

$98,709

From related orgs

$0

Other

$275

Hours/week

40
Robyn JulienROBYN JULIEN

CEO

Total calculated

$80,964

From this org

$72,353

From related orgs

$0

Other

$8,611

Hours/week

40
Erin MillionERIN MILLION

CFO

Total calculated

$56,462

From this org

$56,083

From related orgs

$0

Other

$379

Hours/week

40
Henry AvilaHENRY AVILA

DIRECTOR

Total calculated

$0

Hours/week

2
Dustin CammackDUSTIN CAMMACK

DIRECTOR

Total calculated

$0

Hours/week

2
Jolean FleckJOLEAN FLECK

DIRECTOR

Total calculated

$0

Hours/week

2
Mike GarrisonMIKE GARRISON

DIRECTOR

Total calculated

$0

Hours/week

2
Syri GerstnerSYRI GERSTNER

DIRECTOR

Total calculated

$0

Hours/week

2
Cindi HarperCINDI HARPER

PRESIDENT

Total calculated

$0

Hours/week

2
Robert HoustonROBERT HOUSTON

DIRECTOR

Total calculated

$0

Hours/week

2
Kristina HowardKRISTINA HOWARD

FORMER TREAS

Total calculated

$0

Hours/week

2
Ian KatzmanIAN KATZMAN

DIRECTOR

Total calculated

$0

Hours/week

2
Tom KaupieTOM KAUPIE

DIRECTOR

Total calculated

$0

Hours/week

2
Debra LowDEBRA LOW

DIRECTOR

Total calculated

$0

Hours/week

2
Monica MichelizziMONICA MICHELIZZI

DIRECTOR

Total calculated

$0

Hours/week

2
Veronica De La OVERONICA DE LA O

DIRECTOR

Total calculated

$0

Hours/week

2
Rachel PearsonRACHEL PEARSON

VICE PRESIDE

Total calculated

$0

Hours/week

2
Phil ReesPHIL REES

TREASURER

Total calculated

$0

Hours/week

2
Marvin RuthMARVIN RUTH

DIRECTOR

Total calculated

$0

Hours/week

2
Mike SpechtMIKE SPECHT

DIRECTOR

Total calculated

$0

Hours/week

2
Josie WoodyJOSIE WOODY

SECRETARY

Total calculated

$0

Hours/week

2
Brett YoungBRETT YOUNG

DIRECTOR

Total calculated

$0

Hours/week

2

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 · 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

No itemized grants to organizations on this return.

Provenance

Return type: form_990
Tax year: 2022
Filed: 30 April 2024
IRS schema version: 2022v5.0
Source object: 202441239349301114

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