Civic Intelligence

Arizona Multihousing Charitable Foundation

990 • Fiscal year 2021 • EIN 27-1586156

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 11, 2022

818 North First StreetPhoenix, AZ 85004

(602) 296-9200

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

65th percentile

0.01x

Higher debt load relative to assets than 65% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

70th percentile

0.02x

Higher debt load relative to revenue than 70% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

91st percentile

63%

Higher net margin than 91% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

99th percentile

$249,230

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 162.5% of source-year revenue.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

78th percentile

42%

Faster asset growth than 78% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

93rd percentile

233%

Faster revenue growth than 93% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$287,963

Up $84,705 (+42%) from 2020

Net Assets

Up

$284,273

Up $102,226 (+56%) from 2020

Liabilities

Down

$3,690

Down $17,521 (-83%) from 2020

Revenue

Up

$153,393

Up $107,285 (+233%) from 2020

Expenses

Down

$57,390

Down $53,645 (-48%) from 2020

Net Income

Up

$96,003

Up $160,930 (+248%) from 2020

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$400K$300K$200K$100K$0Assets 2020: $203,258Liabilities 2020: $21,211Net Assets 2020: $182,0472020Assets 2021: $287,963Liabilities 2021: $3,690Net Assets 2021: $284,2732021Assets 2022: $351,405Liabilities 2022: $10,024Net Assets 2022: $341,3812022Assets 2023: $303,623Liabilities 2023: $1,172Net Assets 2023: $302,4512023Assets 2024: $284,908Liabilities 2024: $3,603Net Assets 2024: $281,3052024

Highlighted filing

2021

Assets$287,963
Liabilities$3,690
Net Assets$284,273

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100KRevenue 2020: $46,108Expenses 2020: $111,035Net Income 2020: -$64,9272020Revenue 2021: $153,393Expenses 2021: $57,390Net Income 2021: $96,0032021Revenue 2022: $80,169Expenses 2022: $22,872Net Income 2022: $57,2972022Revenue 2023: -$13,268Expenses 2023: $25,662Net Income 2023: -$38,9302023Revenue 2024: -$3,885Expenses 2024: $17,260Net Income 2024: -$21,1452024

Highlighted filing

2021

Revenue$153,393
Expenses$57,390
Net Income$96,003
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 11, 2022
Return Version
2021v4.2
Gross Receipts
$169,204
Mission and Program Overview

Mission

Cultivate opportunities & generate financial resources to provide safer communities & enhance resident lives. Addressing the needs of the community, children, veterans, housing & education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$101,239$190,308▲ $89,069
Savings and Temporary Cash Investments$101,674$97,396▼ $4,278
Loans From Officers Directors-$3,690-
Prepaid Expenses and Deferred Charges$345$259▼ $86
Total Assets$203,258$287,963▲ $84,705
Liabilities
Unsecured Notes Loans Payable$20,236--
Accounts Payable and Accrued Expenses$975$0▼ $975
Total Liabilities$21,211$3,690▼ $17,521
Net Assets / Fund Balance
Net Assets With Donor Restrictions$169,187$271,372▲ $102,185
Net Assets Without Donor Restrictions$12,860$12,901▲ $41
Total Net Assets Fund Balance$182,047$284,273▲ $102,226
Total Liabilities and Net Assets / Fund Balance$203,258$287,963▲ $84,705
Compensation and Service Providers

Board Members and Trustees

NameTitle
Reid ButlerChair
Kim PachecoImm. Past Chair
Courtney LevinusPresident/CEO
Scott HinesVice Chair
Leigh MasseyDirector
Michelle SinclairDirector
Tina GrecoDirector
Lisa RosenfeldDirector (term Ended 12/31/2021)
Natalie EvansDirector (term Ended 6/1/2021)
Linda MoralesDirector (term Ended 9/1/2021)
Sue CampbellAmc Executive (term Ended 12/31/2021)
Tina SchreiberSecretary
Linda CoburnTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$112,419
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$40,974
All Other Contributions
$94,682
Change in Net Assets
$96,003
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$54,052
Other Expenses$3,338
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$43,552--$43,552
Grants to Domestic Individuals$10,500--$10,500
Fees for Services Accounting-$2,000-$2,000
Office Expenses$1,238$100-$1,338
Total Functional Expenses$55,290$2,100$0$57,390
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Our Family ServicesTucson, AZ501(c)(3)To Promote Involvement in the Community$18,788
Umom New Day Centers IncPhoenix, AZ501(c)(3)To Promote Involvement in the Community$12,382
Autism SpeaksPrinceton, NJ501(c)(3)To Promote Involvement in the Community$6,191
Southwest Autism Research & Resource CenterPhoenix, AZ501(c)(3)To Promote Involvement in the Community$6,191
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$47,156
Fundraising Direct Expenses$15,811
Gaming Gross Income$9,629
Gaming Direct Expenses$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Bowl-a-thon$33,715$17,638$942$16,696
Tucson Bowl-a-thon$13,127$11,467$280$11,187
Total Events$64,893$47,156$15,811$31,345
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees-$3,690-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7B

Governance decisions are subject to approval by committees.

Form 990, Part VI, Section B, Line 11B

The tax return is reviewed by management.

Form 990, Part VI, Section C, Line 18

Documents are available upon request.

Form 990, Part VI, Section C, Line 19

Documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Arizona Multihousing Charitable
EIN
27-1586156
Phone
6022969200
Address
818 NORTH FIRST STREET, PHOENIX, AZ 85004

Signing Officer

Name
Courtney Levinus
Title
President/CEO
Phone
6022966200
Signed
2022-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Courtney Levinus
Formed
2009
Legal Domicile
Az
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
0

Preparer

Firm
Wallace Plese Dreher Llp
Address
8665 E HARTFORD DRIVE SUITE 115, SCOTTSDALE, AZ 85255
Preparer
Nikki Kuretich
Phone
4803450500
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt010584
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt010584
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt056785
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt016165
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0117472
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0108176
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0147379
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0445977
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt010584
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt010584
IRS990ScheduleA/InvestmentIncomeCYPct00.01620
IRS990ScheduleA/InvestmentIncomePYPct00.01660
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98380
IRS990ScheduleA/PublicSupportPY509Pct00.98340
IRS990ScheduleA/PublicSupportTotal509Amt0641528
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0169204
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt049719
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0118019
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0134376
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0170210
IRS990ScheduleA/Total509Grp/TotalAmt0641528
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0169204
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt049719
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0128603
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0134376
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0170210
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0652112
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt017737
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt016077
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt01660
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt015811
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BOWL-A-THON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0TUCSON BOWL-A-THON
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt0720
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt073
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt0793
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt033715
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt013127
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt018051
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt064893
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt017638
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt011467
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt018051
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt047156
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt031345
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt05497
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt06719
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0942
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0280
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt05782
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt02517
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt08299
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt010500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0JULIE HURST & STEVE PETERS SCHOLARSHIP
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt07
IRS990ScheduleI/RecipientTable/CashGrantAmt06191
IRS990ScheduleI/RecipientTable/CashGrantAmt112382
IRS990ScheduleI/RecipientTable/CashGrantAmt26191
IRS990ScheduleI/RecipientTable/CashGrantAmt318788
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO PROMOTE INVOLVEMENT IN THE COMMUNITY
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1TO PROMOTE INVOLVEMENT IN THE COMMUNITY
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2TO PROMOTE INVOLVEMENT IN THE COMMUNITY
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3TO PROMOTE INVOLVEMENT IN THE COMMUNITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0AUTISM SPEAKS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1UMOM NEW DAY CENTERS INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2SOUTHWEST AUTISM RESEARCH & RESOURCE CENTER
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3OUR FAMILY SERVICES
IRS990ScheduleI/RecipientTable/RecipientEIN0202329938
IRS990ScheduleI/RecipientTable/RecipientEIN1860521062
IRS990ScheduleI/RecipientTable/RecipientEIN2311496646
IRS990ScheduleI/RecipientTable/RecipientEIN3942598560
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01060 STATE ROAD 2ND FLOOR
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt13333 E VAN BUREN
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2300 N 18TH STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt32590 N ALVERNON WAY
IRS990ScheduleI/RecipientTable/USAddress/CityNm0PRINCETON
IRS990ScheduleI/RecipientTable/USAddress/CityNm1PHOENIX
IRS990ScheduleI/RecipientTable/USAddress/CityNm2PHOENIX
IRS990ScheduleI/RecipientTable/USAddress/CityNm3TUCSON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NJ
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1AZ
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2AZ
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3AZ
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd008540
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd185008
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd285006
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd385712
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0INDIVIDUALS MUST APPLY FOR THE SCHOLARSHIP. ONCE THE SCHOLARSHIP IS RECEIVED, THEY ARE TO REQUIRED TO REPORT IF THEY HAVE STAYED IN SCHOOL OR RETURN A PORTION OF THEIR SCHOLARHIP.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt04
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00

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