Form 990 for tax year 2023
Filed by ARIZONA HEALTH CARE ASSOCIATION.
Totals
- Total revenue
- $12,098,883
- Total expenses
- $11,566,730
- Contributions and grants received
- $10,107,728
- Grants paid
- $0
- Program service revenue
- $1,897,272
- Investment income
- $53,883
- Other revenue
- $40,000
- Total assets, end of year
- $3,082,218
- Total liabilities, end of year
- $1,172,734
- Net assets or fund balances, end of year
- $1,909,484
- 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)
$9,725,017
-
1f · All other contributions, gifts and grants
$382,711
-
2a · Program service revenue: MEMBERSHIP DUES
total $1,403,187 · related or exempt $1,403,187
-
2b · Program service revenue: CONVENTIONS & SEMINARS
total $462,989 · related or exempt $462,989
-
2c · Program service revenue: OTHER PROGRAMS
total $31,096 · related or exempt $31,096
-
3 · Investment income
total $56,203 · excluded $56,203
-
7b · Less cost or other basis and sales expenses
securities $2,320
-
7c · Gain or loss
securities -$2,320
-
7d · Net gain or loss
total -$2,320 · excluded -$2,320
-
11a · Other revenue: MANAGEMENT FEES
total $40,000 · unrelated business $40,000
-
11e · Other revenue, total
$40,000
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $501,938
-
7 · Other salaries and wages
total $412,045
-
8 · Pension plan contributions
total $27,621
-
9 · Other employee benefits
total $87,736
-
10 · Payroll taxes
total $60,767
-
11b · Fees: legal
total $3,432
-
11c · Fees: accounting
total $96,007
-
11f · Fees: investment management
total $14,727
-
11g · Fees: other
total $1,424,421
-
12 · Advertising and promotion
total $20,074
-
13 · Office expenses
total $62,379
-
14 · Information technology
total $37,216
-
16 · Occupancy
total $94,829
-
17 · Travel
total $48,050
-
22 · Depreciation, depletion and amortization
total $13,750
-
23 · Insurance
total $9,193
-
24a · Other expenses: UBI TAXES
total $943
-
24b · Other expenses: TRAININGS
total $8,231,805
-
24c · Other expenses: DUES
total $354,909
-
24d · Other expenses: MEDICAL SUPPLIES
total $55,988
-
24e · All other expenses
total $8,900
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,572,511 · end of year $981,205
-
4 · Accounts receivable
beginning of year $205,572 · end of year $479,148
-
9 · Prepaid expenses and deferred charges
beginning of year $46,183 · end of year $33,660
-
10a · Land, buildings and equipment: cost or other basis
$150,297
-
10b · Land, buildings and equipment: accumulated depreciation
$137,792
-
10c · Land, buildings and equipment, net
beginning of year $16,203 · end of year $12,505
-
11 · Investments: publicly traded securities
beginning of year $1,160,678 · end of year $1,575,700
-
15 · Other assets
beginning of year $749,925 · end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $80,844 · end of year $123,733
-
19 · Deferred revenue
beginning of year $289,699 · end of year $986,369
-
25 · Other liabilities
beginning of year $2,091,803 · end of year $62,632
-
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 $1,288,726 · end of year $1,909,484
Mission and programs · 2023
Mission
AHCA WORKS TO INFLUENCE SOCIETY AND GOVERNMENT TO INVEST IN THE WELL BEING OF ELDERLY AND DISABLED INDIVIDUALS AND TO ASSURE ACCESS TO LONG TERM CARE. AHCA IS COMMITTED TO DEVELOPING SOUND PUBLIC POLICY WHILE BALANCING ECONOMIC AND REGULATORY PRINCIPLES TO SUPPORT QUALITY CARE AND QUALITY OF LIFE. AHCA IS DEDICATED TO PROFESSIONALISM AND ETHICAL BEHAVIOR IN ALL ASPECTS OF LONG TERM CARE.
Activities or mission (Part I)
IMPROVING LIVES IN ARIZONA BY DELIVERING SOLUTIONS FOR QUALITY CARE.
-
SEE SCHEDULE O.
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
David A VoepelDAVID A VOEPEL
EXECUTIVE DIRECTOR/CEO
- Total calculated
- $328,782
- From this org
- $303,933
- From related orgs
- $0
- Other
- $24,849
- Hours/week
- 40 + 0.58 related
Schedule J breakdown matched by us
- Base
- $255,000
- Bonus
- $35,038
- Other
- $13,895
- Deferred
- $0
- Nontaxable benefits
- $24,849
- Filer's total
- $328,782
-
Frank CarusoFRANK CARUSO
DIR. OF FINANCE & OPERATIONS
- Total calculated
- $173,175
- From this org
- $155,341
- From related orgs
- $0
- Other
- $17,834
- Hours/week
- 40 + 0.83 related
Schedule J breakdown matched by us
- Base
- $135,258
- Bonus
- $20,083
- Other
- $0
- Deferred
- $5,410
- Nontaxable benefits
- $12,424
- Filer's total
- $173,175
-
Jeff BarrettJEFF BARRETT
DIR. OF WORKFORCE DEVELOPMENT
- Total calculated
- $158,384
- From this org
- $141,052
- From related orgs
- $0
- Other
- $17,332
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $122,700
- Bonus
- $18,352
- Other
- $0
- Deferred
- $4,908
- Nontaxable benefits
- $12,424
- Filer's total
- $158,384
-
Kay HuffKAY HUFF
DIR. OF QUALITY & REGULATION
- Total calculated
- $136,315
- From this org
- $131,734
- From related orgs
- $0
- Other
- $4,581
- Hours/week
- 40
-
Krysten DobsonKRYSTEN DOBSON
DIR. OF EDUCATION & GRANT MANAGEMENT
- Total calculated
- $132,206
- From this org
- $115,750
- From related orgs
- $0
- Other
- $16,456
- Hours/week
- 40 + 0.67 related
-
Brett RobertsonBRETT ROBERTSON
PRESIDENT
- Total calculated
- $0
- Hours/week
- 4
-
Heather FriebusHEATHER FRIEBUS
IMMEDIATE PAST PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
Kelly BojorquezKELLY BOJORQUEZ
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
Kristopher WoolleyKRISTOPHER WOOLLEY
SECRETARY/ TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
Brian ElisonBRIAN ELISON
BUSINESS AFFILIATE DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Amy MalkinAMY MALKIN
REGION 2 DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
David StarrettDAVID STARRETT
REGION 1 DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Jeremy BowenJEREMY BOWEN
REGION 3 DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Kristen OttKRISTEN OTT
REGION 3 DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Lisa LevequeLISA LEVEQUE
REGION 1 DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Mason HunterMASON HUNTER
REGION 3 DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Nigel SantiagoNIGEL SANTIAGO
REGION 1 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
- A GROSSED-UP AUTO ALLOWANCE AND OCCASIONAL FIRST-CLASS AIRFARE TICKETS ARE PROVIDED TO THE EXECUTIVE DIRECTOR.
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 $128,770 · share of assets $59,802 · controlled entity
Directly controlled by ARIZONA HEALTH CARE ASSOCIATION INC
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 8 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202403159349301320
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