Totals
- Total revenue
- $2,235,182
- Total expenses
- $105,298
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $2,235,182
- Other revenue
- $0
- Total assets, end of year
- $77,218,798
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $77,218,798
- Program services expenses (Part IX)
- $0
- Management and general expenses
- $105,298
- Fundraising expenses
- $0
- Program service expenses (Part III)
- not reported
Program services were 0.0% 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.
-
3 · Investment income
total $2,008,523 · excluded $2,008,523
-
7a · Gross sales of assets other than inventory
securities $802,801
-
7b · Less cost or other basis and sales expenses
securities $576,142
-
7c · Gain or loss
securities $226,659
-
7d · Net gain or loss
total $226,659 · excluded $226,659
Functional expenses
Part IX, the statement of functional expenses.
-
11f · Fees: investment management
total $105,298 · management and general $105,298
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $2,397 · end of year $2,681
-
11 · Investments: publicly traded securities
beginning of year $69,032,298 · end of year $77,216,117
-
27 · Net assets without donor restrictions
beginning of year $69,034,695 · end of year $77,218,798
Mission and programs · 2023
Mission
TO SUPPORT AND BENEFIT THE PURPOSES OF ST MARY'S FOOD BANK ALLIANCE.
-
THE FOUNDATION RAISES FUNDS FOR THE SUPPORT AND BENEFIT OF AND TO CARRY OUT THE PURPOSES OF ST MARY'S FOOD BANK ALLIANCE ("ST. MARY'S"), A NONPROFIT ORGANIZATION. THE FOUNDATION MANAGED INVESTMENTS AND PROVIDED SUPPORT TO ST. MARY'S.
As filed on the 2023 return.
Listed in Part VII
-
Joe ClancyJOE CLANCY
BOARD PRESIDENT
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Matthew HarrisonMATTHEW HARRISON
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Troy McNemarTROY MCNEMAR
SECRETARY
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Carolyn Jenkins-BowerCAROLYN JENKINS-BOWER
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Stephen BarnesSTEPHEN BARNES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Marc IsaacsMARC ISAACS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Erik OlssonERIK OLSSON
DIRECTOR (THRU AUG 2023)
- Total calculated
- $0
- Hours/week
- 1
-
Milton LiuMILTON LIU
PRESIDENT & CEO (STARTING JUNE 2023)
- Total calculated
- $272,645
- From this org
- $0
- From related orgs
- $250,044
- Other
- $22,601
- Hours/week
- 1 + 41 related
Schedule J breakdown matched by us
- Base
- $0 + $211,545 related
- Bonus
- $0
- Other
- $0 + $38,499 related
- Deferred
- $0
- Nontaxable benefits
- $0 + $22,601 related
- Filer's total
- $0 + $272,645 related
-
Tina LyonsTINA LYONS
VP OF FINANCE (AS OF FEB 2024)
- Total calculated
- $139,692
- From this org
- $0
- From related orgs
- $115,590
- Other
- $24,102
- Hours/week
- 1 + 40 related
-
Sarah StuckeySARAH STUCKEY
CFO (THRU FEB 2024)
- Total calculated
- $216,736
- From this org
- $0
- From related orgs
- $196,769
- Other
- $19,967
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $195,980 related
- Bonus
- $0 + $200 related
- Other
- $0 + $589 related
- Deferred
- $0 + $5,649 related
- Nontaxable benefits
- $0 + $14,318 related
- Filer's total
- $0 + $216,736 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
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)
- SCHEDULE J, PART 1
- THE FILING ORGANIZATION DOES NOT COMPENSATE EMPLOYEES. MANAGEMENT OF THE FILING ORGANIZATION ARE COMPENSATED BY ST. MARY'S FOOD BANK ALLIANCE, A RELATED 501(C)(3) NOT FOR PROFIT ENTITY, FOR SERVICES PROVIDED TO ST MARY'S FOOD BANK ALLIANCE AND IT AFFILIATES.
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.
-
501(C)(3) · FOOD DISTRIBUTION · AZ
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 6 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202521339349303322
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