Form 990 for tax year 2022
Filed by GREATER PHOENIX LEADERSHIP INC.
Totals
- Total revenue
- $3,291,162
- Total expenses
- $3,005,025
- Contributions and grants received
- $186,000
- Grants paid
- $845,000
- Program service revenue
- $3,102,808
- Investment income
- $2,354
- Other revenue
- $0
- Total assets, end of year
- $3,434,416
- Total liabilities, end of year
- $285,069
- Net assets or fund balances, end of year
- $3,149,347
- Program services expenses (Part IX)
- $0
- Management and general expenses
- $0
- 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.
-
1f · All other contributions, gifts and grants
$186,000
-
2a · Program service revenue: Membership Dues & Assessments
total $3,073,580 · related or exempt $3,073,580
-
2b · Program service revenue: REIMBURSED EXPENSES
total $29,228 · related or exempt $29,228
-
3 · Investment income
total $2,354 · excluded $2,354
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8c · Net income from fundraising events
total $0
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $845,000
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $818,281
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $359,196
-
8 · Pension plan contributions
total $15,716
-
9 · Other employee benefits
total $33,766
-
10 · Payroll taxes
total $57,385
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $9,913
-
11c · Fees: accounting
total $15,966
-
11d · Fees: lobbying
total $150,000
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $113,000
-
12 · Advertising and promotion
total $36,984
-
13 · Office expenses
total $22,795
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $37,347
-
17 · Travel
total $21,297
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $170,292
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $5,360
-
23 · Insurance
total $4,419
-
24a · Other expenses: WRITE OFF MEMBERSHIP DUES
total $228,480
-
24b · Other expenses: SPONSORSHIPS
total $27,550
-
24c · Other expenses: PAYROLL / 401K PROCESSING
total $8,736
-
24d · Other expenses: MEMBERSHIP DUES
total $7,500
-
24e · All other expenses
total $16,042
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $139,988 · end of year $373,753
-
2 · Savings and temporary cash investments
beginning of year $2,439,938 · end of year $2,710,809
-
3 · Pledges and grants receivable
beginning of year $462,500 · end of year $227,896
-
4 · Accounts receivable
end of year $0
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $49,757 · end of year $109,182
-
10a · Land, buildings and equipment: cost or other basis
$160,482
-
10b · Land, buildings and equipment: accumulated depreciation
$153,059
-
10c · Land, buildings and equipment, net
beginning of year $11,657 · end of year $7,423
-
11 · Investments: publicly traded securities
end of year $0
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
beginning of year $5,353 · end of year $5,353
-
17 · Accounts payable and accrued expenses
beginning of year $34,725 · end of year $1,469
-
19 · Deferred revenue
beginning of year $207,411 · end of year $283,600
-
25 · Other liabilities
beginning of year $3,847
-
31 · Retained earnings, endowment or other funds
beginning of year $2,863,210 · end of year $3,149,347
Mission and programs · 2022
Mission
TO IMPROVE THE GREATER PHOENIX AREA AND THE STATE OF ARIZONA BY BRINGING TOGETHER TALENT, RESOURCES AND LEADERSHIP TO CREATE ACTION ON PRIORITY ISSUES.
-
THE ORGANIZATION MAINTAINED ITS RESULTS-PRODUCING RELATIONSHIPS WITH PHILANTHROPIC ORGANIZATIONS, GOVERNMENT, AND EDUCATORS WHICH STRIVE TO MAKE THE GREATER PHOENIX AREA AND THE STATE OF ARIZONA THE PLACE WHERE CITIZENS WANT TO LIVE, WORK, RAISE A FAMILY, AND OBTAIN A QUALITY EDUCATION.
As filed on the 2022 return.
Listed in Part VII
-
NEIL G GIULIANO
President & CEO
- Total calculated
- $525,956
- From this org
- $490,833
- From related orgs
- $0
- Other
- $35,123
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $447,808
- Bonus
- $43,025
- Other
- not reported
- Deferred
- $35,123
- Nontaxable benefits
- not reported
- Filer's total
- $525,956
-
HEATHER CARTER
EXECUTIVE VP
- Total calculated
- $292,325
- From this org
- $270,482
- From related orgs
- $0
- Other
- $21,843
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $233,897
- Bonus
- $36,585
- Other
- not reported
- Deferred
- $14,034
- Nontaxable benefits
- $7,809
- Filer's total
- $292,325
-
CHELSEA CARPENTER
SR DIR OPERATIONS
- Total calculated
- $124,426
- From this org
- $118,068
- From related orgs
- $0
- Other
- $6,358
- Hours/week
- 40
-
MICHAEL BIDWELL
Director
- Total calculated
- $0
- Hours/week
- 1
-
TOMMY ESPINOZA
Director
- Total calculated
- $0
- Hours/week
- 1
-
GONZALO DE LA MELENA
Secretary
- Total calculated
- $0
- Hours/week
- 1
-
MATTHEW FEENEY
Treasurer
- Total calculated
- $0
- Hours/week
- 1
-
PETER FINE
Director
- Total calculated
- $0
- Hours/week
- 1
-
MONICA GARNES
Director
- Total calculated
- $0
- Hours/week
- 1
-
ADAM GOODMAN
Director
- Total calculated
- $0
- Hours/week
- 1
-
MIKE HOOVER
Director
- Total calculated
- $0
- Hours/week
- 1
-
MICHAEL HUMMELL
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
JEFF GULDNER
Director
- Total calculated
- $0
- Hours/week
- 1
-
SHARON HARPER
Director
- Total calculated
- $0
- Hours/week
- 1
-
PAM KEHALY
Chairman
- Total calculated
- $0
- Hours/week
- 1
-
SIMER MAYO
Director
- Total calculated
- $0
- Hours/week
- 1
-
ROBERT MEYER
Director
- Total calculated
- $0
- Hours/week
- 1
-
PAUL KOMADINA
Director
- Total calculated
- $0
- Hours/week
- 1
-
KIMBER LANNING
Director
- Total calculated
- $0
- Hours/week
- 1
-
MI-AI PARRISH
Director
- Total calculated
- $0
- Hours/week
- 1
-
SUZANNE PFISTER
Director
- Total calculated
- $0
- Hours/week
- 1
-
GIRISH RISHI
Director
- Total calculated
- $0
- Hours/week
- 1
-
JAMES SWANSON
Director
- Total calculated
- $0
- Hours/week
- 1
-
LISA URIAS
Director
- Total calculated
- $0
- Hours/week
- 1
-
KENNETH VAN WINKLE
Director
- Total calculated
- $0
- Hours/week
- 1
-
JEFF BENCK
Director
- Total calculated
- $0
- Hours/week
- 1
-
JOHN WOLFE
Director
- Total calculated
- $0
- Hours/week
- 1
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 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Written employment contract
- 3 · Approval by the board or compensation committee
- 4b · Supplemental nonqualified retirement plan
Answered no
- 4a · Severance or change-of-control payment
- 4c · Equity-based compensation arrangement
The filer's explanations (Part III)
- Part III, Additional Information
- LINE 4B - THE ORGANIZATION ESTABLISHED A TAX-EXEMPT 457(B) RETIREMENT PLAN EFFECTIVE JANUARY 1, 2022. THE PLAN IS DESIGNED TO BE EXEMPT FROM TITLE I OF ERISA. AS SUCH, ANY ELIGIBLE EMPLOYEE UNDER THE PLAN MUST BE A MEMBER OF A SELECT GROUP OF MANAGEMENT OR HIGHLY COMPENSATED EMPLOYEE OF THE EMPLOYER. UNDER THE PLAN, C-SUITE EXECUTIVES ARE ALLOWED TO MAKE SALARY DEFERRAL CONTRIBUTIONS AND TO RECEIVE EMPLOYER CONTRIBUTIONS.
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
-
$800,000
GENERAL SUPPORT
-
$25,000
GENERAL SUPPORT
-
$15,000
GENERAL SUPPORT
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.
-
COMMITTEE FOR ARIZONA LEADERSHIP
527 · POLITICAL ACTION · AZ
-
501(C)(4) · PROMOTE SOCIAL WELFARE · AZ
-
GREATER PHOENIX LEADERSHIP FOUNDATION
501(C)(3) · PROVIDE COMMUNITY EDUCATION · AZ
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 15 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202323199349313157
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.