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Nonprofiteer
← ARIZONA HEALTH CARE ASSOCIATION

Form 990 for tax year 2022

Filed by ARIZONA HEALTH CARE ASSOCIATION.

Totals

Total revenue
$4,464,539
Total expenses
$4,426,828
Contributions and grants received
$2,498,918
Grants paid
$0
Program service revenue
$1,896,301
Investment income
$23,670
Other revenue
$45,650
Total assets, end of year
$3,751,072
Total liabilities, end of year
$2,462,346
Net assets or fund balances, end of year
$1,288,726
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

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.

  • 1e · Government grants (contributions)

    $2,220,914

  • 1f · All other contributions, gifts and grants

    $278,004

  • 2a · Program service revenue: DUES

    total $1,427,476 · related or exempt $1,427,476

  • 2b · Program service revenue: CONVENTIONS & SEMINARS

    total $449,535 · related or exempt $449,535

  • 2c · Program service revenue: OTHER PROGRAMS

    total $19,290 · related or exempt $19,290

  • 3 · Investment income

    total $27,697 · excluded $27,697

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

    securities $4,027

  • 7c · Gain or loss

    securities -$4,027

  • 7d · Net gain or loss

    total -$4,027 · excluded -$4,027

  • 11a · Other revenue: MANAGEMENT FEES

    total $40,000 · unrelated business $40,000

  • 11b · Other revenue: BAD DEBT RECOVERY

    total $5,650 · excluded $5,650

  • 11e · Other revenue, total

    $45,650

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $491,007

  • 7 · Other salaries and wages

    total $326,603

  • 8 · Pension plan contributions

    total $13,630

  • 9 · Other employee benefits

    total $59,548

  • 10 · Payroll taxes

    total $52,441

  • 11c · Fees: accounting

    total $64,764

  • 11f · Fees: investment management

    total $8,049

  • 11g · Fees: other

    total $806,105

  • 12 · Advertising and promotion

    total $14,423

  • 13 · Office expenses

    total $54,415

  • 14 · Information technology

    total $29,327

  • 16 · Occupancy

    total $111,086

  • 17 · Travel

    total $41,356

  • 22 · Depreciation, depletion and amortization

    total $12,413

  • 23 · Insurance

    total $7,491

  • 24a · Other expenses: TRAININGS

    total $1,890,799

  • 24b · Other expenses: DUES

    total $393,954

  • 24c · Other expenses: MEDICAL SUPPLIES

    total $44,700

  • 24d · Other expenses: TAX ON UNRELATED BUSINE

    total $4,717

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $365,421 · end of year $1,572,511

  • 4 · Accounts receivable

    beginning of year $334,543 · end of year $205,572

  • 9 · Prepaid expenses and deferred charges

    beginning of year $15,610 · end of year $46,183

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

    $140,245

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

    $124,042

  • 10c · Land, buildings and equipment, net

    beginning of year $11,638 · end of year $16,203

  • 11 · Investments: publicly traded securities

    beginning of year $1,584,359 · end of year $1,160,678

  • 15 · Other assets

    beginning of year $42,732 · end of year $749,925

  • 17 · Accounts payable and accrued expenses

    beginning of year $232,673 · end of year $80,844

  • 19 · Deferred revenue

    beginning of year $642,291 · end of year $289,699

  • 25 · Other liabilities

    beginning of year $16,741 · end of year $2,091,803

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $1,462,598 · end of year $1,288,726

Mission and programs · 2022

Mission

THE ARIZONA HEALTH CARE ASSOCIATION (AHCA) LEADS IN THE DEVELOPMENT AND PROTECTION OF THE ABILITY OF LONG-TERM CARE PROVIDERS TO DELIVER, WITH INTEGRITY, RESPONSIVE HEALTH CARE AND OTHER SERVICES TO THEIR CLIENTS IN SAFE AND SECURE ENVIRONMENTS. THE AHCA FULFILLS ITS MISSION BY REPRESENTING ITS DIVERSE MEMBERSHIP ON THE STATE LEVEL BY INFLUENCING POLICY DEVELOPMENT AND BY PROVIDING LEADERSHIP, TECHNICAL ASSISTANCE AND EDUCATIONAL TOOLS.

Activities or mission (Part I)

IMPROVING LIVES IN ARIZONA BY DELIVERING SOLUTIONS FOR QUALITY CARE.

  • AHCA TAKES PRIDE IN BEING THE STATE'S LARGEST PROFESSIONAL LONG-TERM CARE ASSOCIATION AND ADVOCACY ORGANIZATION REPRESENTING SKILLED NURSING FACILITIES AND ASSISTED LIVING COMMUNITIES. AHCA MEMBER FACILITIES CARE FOR MORE THAN 18,000 OF ARIZONA'S ELDERLY CITIZENS. THE ARIZONA HEALTH CARE ASSOCIATION IS DEDICATED TO ASSISTING OUR MEMBERS IN PROVIDING THE HIGHEST QUALITY OF LONG-TERM CARE SERVICES TO OUR RESIDENTS.ORGANIZED IN 1953, THE ARIZONA HEALTH CARE ASSOCIATION HAS GROWN INTO A STRONG AND VIABLE GROUP OF LONG-TERM CARE PROVIDERS DEDICATED TO ENHANCING THE QUALITY OF LIFE FOR ARIZONA'S ELDERLY AND DISABLED IN RESIDENTIAL SETTINGS. TODAY, MEMBERSHIP ENCOMPASSES THE MAJORITY OF LICENSED, OPERATING NURSING CARE FACILITIES IN THE STATE.

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

Listed in Part VII

  • David A Voepel

    EXECUTIVE DIRECTOR/CEO

    Total calculated
    $327,998
    From this org
    $299,578
    From related orgs
    $0
    Other
    $28,420
    Hours/week
    40 + 10 related

    Schedule J breakdown matched by us

    Base
    $251,500
    Bonus
    $35,038
    Other
    $13,040
    Deferred
    $10,060
    Nontaxable benefits
    $18,360
    Filer's total
    $327,998

  • Frank Caruso

    DIRECTOR OF FINANCE & OPERATIONS

    Total calculated
    $163,009
    From this org
    $148,652
    From related orgs
    $0
    Other
    $14,357
    Hours/week
    40 + 10 related

    Schedule J breakdown matched by us

    Base
    $129,434
    Bonus
    $19,218
    Other
    $0
    Deferred
    $5,177
    Nontaxable benefits
    $9,180
    Filer's total
    $163,009

  • Kay Huff

    DIR. OF QUALITY & REGULATION

    Total calculated
    $132,343
    From this org
    $127,896
    From related orgs
    $0
    Other
    $4,447
    Hours/week
    40

  • Krysten Dobson

    DIR. OF EDUCATION & GRANT MANAGEMENT

    Total calculated
    $125,473
    From this org
    $112,379
    From related orgs
    $0
    Other
    $13,094
    Hours/week
    40 + 10 related

  • Brett Robertson

    PRESIDENT

    Total calculated
    $0
    Hours/week
    4

  • Heather Friebus

    IMMEDIATE PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Sean Mockbee

    IMMEDIATE PAST PRESIDENT (THRU 7/22)

    Total calculated
    $0
    Hours/week
    2

  • Kelly Bojorquez

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Kristopher Woolley

    SECRETARY/ TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Brian Elison

    BUSINESS AFFILIATE DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • David Starrett

    REGION 1 DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Terry Speth

    REGION 1 DIRECTOR (THRU 7/22)

    Total calculated
    $0
    Hours/week
    2

  • Amy Malkin

    REGION 2 DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Heather Hudson Morris

    REGION 3 DIRECTOR (THRU 7/22)

    Total calculated
    $0
    Hours/week
    2

  • John Albrechtsen

    REGION 3 DIRECTOR (THRU 7/22)

    Total calculated
    $0
    Hours/week
    2

  • Mason Hunter

    REGION 3 DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Nigel Santiago

    REGION 1 DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Lisa Leveque

    REGION 1 DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Jeremy Bowen

    REGION 3 DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Kristen Ott

    REGION 3 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

  • 1a · First-class or charter travel
  • 1a · Tax indemnification and gross-up payments
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 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

The filer's explanations (Part III)

PART I, LINE 1A
GROSSED UP PAYMENT WAS PROVIDED TO THE EXECUTIVE DIRECTOR FOR AN AUTO ALLOWANCE. OCCASIONAL AIRFARE INCLUDED FIRST CLASS TICKETS.

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.

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.

  • ARIZONA HEALTH CARE FOUNDATION

    501(C)(3) · ASSISTANCE TO LONG-TERM CARE RESIDENTS AND STAFF · AZ · controlled entity

    Directly controlled by ARIZONA HEALTH CARE ASSOCIATION INC

  • ARIZONA HEALTH CARE ASSOCIATION PAC

    527 · POLITICAL ACTION COMMITTEE · AZ · controlled entity

    Directly controlled by ARIZONA HEALTH CARE ASSOCIATION INC

  • ARIZONA MEDICAL DIRECTORS ASSOCIATION

    501(C)(6) · MEDICAL DIRECTOR ASSOCIATION · AZ · controlled entity

    Directly controlled by ARIZONA HEALTH CARE ASSOCIATION INC

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.

Related corporations and trusts

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

  • AHCA SERVICE CORPORATION

    C · GROUP PURCHASING, REVENUE SHARING · AZ · 100% owned · share of income $107,582 · share of assets $26,497 · controlled entity

    Directly controlled by ARIZONA HEALTH CARE ASSOCIATION INC

Provenance

Return type
form_990
Tax year
2022
Filed
13 November 2023
IRS schema version
2022v5.0
Source object
202343189349316674

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