Civic Intelligence

Aunt Ritas Foundation

990 • Fiscal year 2023 • EIN 41-2176501

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

326 E Coronado RdPhoenix, AZ 85004

(602) 882-8675

Siviq Scores

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

Liabilities / Assets

93rd percentile

0.92x

Higher debt load relative to assets than 93% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

76th percentile

0.37x

Higher debt load relative to revenue than 76% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

31st percentile

-4.1%

Higher net margin than 31% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

56th percentile

6.8%

Faster asset growth than 56% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

10th percentile

-35%

Faster revenue growth than 10% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Up

$461,713

Up $29,525 (+6.8%) from 2022

Net Assets

Down

$35,064

Down $46,242 (-57%) from 2022

Liabilities

Up

$426,649

Up $75,767 (+22%) from 2022

Revenue

Down

$1,151,718

Down $619,614 (-35%) from 2022

Expenses

Down

$1,199,257

Down $659,894 (-35%) from 2022

Net Income

Up

-$47,539

Up $40,280 (+46%) from 2022

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $130,835Liabilities 2011: $0Net Assets 2011: $130,8352011Assets 2012: $142,083Liabilities 2012: $0Net Assets 2012: $142,0832012Assets 2013: $192,549Liabilities 2013: $0Net Assets 2013: $192,5492013Assets 2014: $163,880Liabilities 2014: $4,045Net Assets 2014: $159,8352014Assets 2015: $175,637Liabilities 2015: $7,322Net Assets 2015: $168,3152015Assets 2016: $122,586Liabilities 2016: $12,028Net Assets 2016: $110,5582016Assets 2017: $186,985Liabilities 2017: $2,944Net Assets 2017: $184,0412017Assets 2018: $251,716Liabilities 2018: $81,955Net Assets 2018: $169,7612018Assets 2019: $194,421Liabilities 2019: $7,187Net Assets 2019: $187,2342019Assets 2020: $463,963Liabilities 2020: $109,316Net Assets 2020: $354,6472020Assets 2021: $463,014Liabilities 2021: $98,388Net Assets 2021: $364,6262021Assets 2022: $432,188Liabilities 2022: $350,882Net Assets 2022: $81,3062022Assets 2023: $461,713Liabilities 2023: $426,649Net Assets 2023: $35,0642023Assets 2024: $356,896Liabilities 2024: $264,061Net Assets 2024: $92,8352024

Highlighted filing

2023

Assets$461,713
Liabilities$426,649
Net Assets$35,064

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $486,735Expenses 2011: $428,818Net Income 2011: $57,9172011Revenue 2012: $527,178Expenses 2012: $516,018Net Income 2012: $11,1602012Revenue 2013: $561,228Expenses 2013: $513,689Net Income 2013: $47,5392013Revenue 2014: $551,989Expenses 2014: $584,703Net Income 2014: -$32,7142014Revenue 2015: $350,216Expenses 2015: $325,083Net Income 2015: $25,1332015Revenue 2016: $310,217Expenses 2016: $368,823Net Income 2016: -$58,6062016Revenue 2017: $441,668Expenses 2017: $368,185Net Income 2017: $73,4832017Revenue 2018: $890,222Expenses 2018: $904,502Net Income 2018: -$14,2802018Revenue 2019: $1,000,435Expenses 2019: $984,547Net Income 2019: $15,8882019Revenue 2020: $1,225,706Expenses 2020: $1,058,293Net Income 2020: $167,4132020Revenue 2021: $1,432,107Expenses 2021: $1,422,128Net Income 2021: $9,9792021Revenue 2022: $1,771,332Expenses 2022: $1,859,151Net Income 2022: -$87,8192022Revenue 2023: $1,151,718Expenses 2023: $1,199,257Net Income 2023: -$47,5392023Revenue 2024: $822,074Expenses 2024: $764,214Net Income 2024: $57,8602024

Highlighted filing

2023

Revenue$1,151,718
Expenses$1,199,257
Net Income-$47,539
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.0
Gross Receipts
$1,151,718
Mission and Program Overview

Mission

Hiv/aids awareness, education and support for those living with hiv/aids in the phoenix metro area.

In everything we do, we are dedicated to the elimination of, and suffering from, hiv and aids.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$228,745$253,546▲ $24,801
Prepaid Expenses and Deferred Charges$13,244$41,774▲ $28,530
Land, Buildings, and Equipment, Net$33,769$34,787▲ $1,018
Investments Other Securities$23,921--
Cash and Non-Interest-Bearing Accounts$-8,818$16,108▲ $24,926
Total Assets$432,188$461,713▲ $29,525
Other Assets Total$141,327$115,498▼ $25,829
Liabilities
Accounts Payable and Accrued Expenses$115,973$213,488▲ $97,515
Other Liabilities$140,487$106,815▼ $33,672
Deferred Revenue$94,422$106,346▲ $11,924
Total Liabilities$350,882$426,649▲ $75,767
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$81,306$35,064▼ $46,242
Total Net Assets Fund Balance$81,306$35,064▼ $46,242
Total Liabilities and Net Assets / Fund Balance$432,188$461,713▲ $29,525

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$-9,456$9,456-
Equipment$-53$53-
Leasehold Improvements$-4,732$4,732-
Other Assets Org$115,498--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Daniel ScortinoPresident
BRENNAN O'HAREDirector
Barbara GardenDirector
David TwiggerDirector
John PhebusDirector
Rebecca LutzDirector
Nicole KerrTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$588,567
Program Service Revenue
$545,906
Investment Income
$439
Other Revenue
$16,806
All Other Contributions
$573,567
Change in Net Assets
$-47,539
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$788,725
Total Fundraising Expense$313,919
Salaries, Compensation, and Employee Benefits$301,618
Grants and Similar Amounts Paid$106,434
Professional Fundraising Fees$2,480

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$141,077$66,548$32,572$240,197
Grants to Domestic Orgs$106,434--$106,434
Fees for Services Management$48,106$3,163$40,056$91,325
Fees for Services Accounting$28,264$48,300-$76,564
Information Technology$32,410$7,820$3,022$43,252
Advertising$13,006$9,553$20,026$42,585
Other Employee Benefits$18,800$23,165-$41,965
Occupancy$18,513$21,640-$40,153
Payroll Taxes$10,602$5,159$2,448$18,209
Other Expenses$16,484-$202,445$16,484
Office Expenses$1,236$10,728$1,587$13,551
Interest--$8,565$8,565
Insurance$3,144$4,319-$7,463
Travel$2,642$2,844$718$6,204
Depreciation Depletion$5,913--$5,913
Fees for Services Professional Fundraising--$2,480$2,480
Fees for Services Lobbying$1,600--$1,600
Fees for Services Legal-$1,522-$1,522
Conferences and Meetings$875$579-$1,454
Pension Plan Contributions-$1,247-$1,247
Total Functional Expenses$678,751$206,587$313,919$1,199,257
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
CHILDREN'S HOSPITAL FUND -BIPhoenix, AZ-Hiv/aids Work in Az$7,031
Can Community HealthLakewood Ranch, FL-Hiv/aids Work in Az$7,031
Chicanos Por La CausaPhoenix, AZ-Hiv/aids Work in Az$7,031
Ebony HousePhoenix, AZ-Hiv/aids Work in Az$7,031
Heal InternationalMesa, AZ-Hiv/aids Work in Az$7,031
Hiv Care Directions Agency-agingPhoenix, AZ-Hiv/aids Work in Az$7,031
Native American Community HsePhoenix, AZ-Hiv/aids Work in Az$7,031
One-n-tenPhoenix, AZ-Hiv/aids Work in Az$7,031
Shot in the DarkPhoenix, AZ-Hiv/aids Work in Az$7,031
Southwest Behavioral HealthPhoenix, AZ-Hiv/aids Work in Az$7,031
Southwest Center for HivadsPhoenix, AZ-Hiv/aids Work in Az$7,031
Southwest Recovery AlliancePhoenix, AZ-Hiv/aids Work in Az$7,031
Terros HealthPhoenix, AZ-Hiv/aids Work in Az$7,031
Valleywise HealthPhoenix, AZ-Hiv/aids Work in Az$7,031
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$2,480
Political and Lobbying Activity
Political campaign activity
Yes
Lobbying activity
Yes
Subject to proxy tax
No

Reported Spending and Taxes

Line ItemAmount
Political Expenditures$1,600
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Liability$106,815
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 9

JAMES THOMASON

Form 990, Page 6, Part VI, Line 11B

The tax return is submitted to the governing board for review before its filed with the internal revenue service.

Form 990, Page 6, Part VI, Line 12C

The organization's conflict of interest policy requires all directors, off icers, and key employees to disclose annually any interests that could ris e to a conflict of interest. The organization regularly and consistently monitors and enforces compliance with this policy.

Form 990, Page 6, Part VI, Line 15A

The process of determining compensation for the ceo, executive director, o r any top management official and any other officer or key employee of the organization includes a review an approval by independent persons, compar ing data and contemporaneous substantiation of the deliberation and decisi on.

Form 990, Page 6, Part VI, Line 19

The governing documents, conflict of interest policy and financial stateme nts are available to the public upon request and on our website.

Filing and Contact Details

Filer

Filer Name
AUNT RITA'S FOUNDATION
EIN
41-2176501
Phone
6028828675
Address
326 E CORONADO RD, PHOENIX, AZ 85004

Signing Officer

Name
Stacey Jay Caveliere
Title
CEO
Phone
6028828675
Signed
2024-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stacey Jay Caveliere
Formed
2005
Legal Domicile
Az
Voting Board Members
7
Independent Board Members
7
Employees
6

Preparer

Firm
Khalsa Mcbrearty Accountancy Llp
Address
3200 N CENTRAL AVE STE 2400, PHOENIX, AZ 85012
Preparer
Jodha S Khalsa CPA
Phone
6024072800
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

Aunt ritas foundation has been pursuing since 2005 its mission to end hiv in arizona, but has a rich history dating back to the 1980s. In 1986 three individuals, randy schrock, gary mangum and skip oneill, founded aunt ritas foundation in the beginning years of the epidemic. They saw at the beginning of the epidemic a lack of resources for their friends and family dying from aids and recognized something needed to be done. These three friends set on a humble quest to raise money in annual bake sales to provide relief for those living with, and dying from, aids. When federal government assistance through the ryan white care act began in the early 1990s, funding became more plentiful and the need for aunt ritas foundation waned. The final bake sale of the original aunt ritas foundation was held in 1996. In 2005, passionate community members revived aunt ritas foundation with the purpose of bringing back aids walk arizona, which had ended a few years prior. This began the new chapter of aunt ritas foundations programs and initiatives.

Form 990, Page 2, Part III, Line 4B

Aunt ritas foundation was a founding member with the city of phoenix fast track cities initiative and plays a vital role in advocating at the arizona legislature and state government to establish laws, regulations, and policies that further our efforts to educate, prevent hiv, and treat hiv. With the launch of hivaz.org and vihaz.org in 2014, aunt ritas foundation commenced its own hiv education, outreach, testing and advocacy initiatives to fill in the service gaps not provided by other organizations. Today we offer unique hiv testing initiatives that provide free home hiv test kits and vouchers throughout arizona via www.gettestedaz.org. Aunt ritas foundation innovative programs have helped all arizonans know their status, along with supporting them in the prevention and/or treatment care they need.

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IRS990/MissionDesc0AUNT RITAS FOUNDATION HAS BEEN PURSUING SINCE 2005 ITS MISSION TO END HIV IN ARIZONA, BUT HAS A RICH HISTORY DATING BACK TO THE 1980S. IN 1986 THREE INDIVIDUALS, RANDY SCHROCK, GARY MANGUM AND SKIP ONEILL, FOUNDED AUNT RITAS FOUNDATION IN THE BEGINNING YEARS OF THE EPIDEMIC. THEY SAW AT THE BEGINNING OF THE EPIDEMIC A LACK OF RESOURCES FOR THEIR FRIENDS AND FAMILY DYING FROM AIDS AND RECOGNIZED SOMETHING NEEDED TO BE DONE. THESE THREE FRIENDS SET ON A HUMBLE QUEST TO RAISE MONEY IN ANNUAL BAKE SALES TO PROVIDE RELIEF FOR THOSE LIVING WITH, AND DYING FROM, AIDS. WHEN FEDERAL GOVERNMENT ASSISTANCE THROUGH THE RYAN WHITE CARE ACT BEGAN IN THE EARLY 1990S, FUNDING BECAME MORE PLENTIFUL AND THE NEED FOR AUNT RITAS FOUNDATION WANED. THE FINAL BAKE SALE OF THE ORIGINAL AUNT RITAS FOUNDATION WAS HELD IN 1996. IN 2005, PASSIONATE COMMUNITY MEMBERS REVIVED AUNT RITAS FOUNDATION WITH THE PURPOSE OF BRINGING BACK AIDS WALK ARIZONA, WHICH HAD ENDED A FEW YEARS PRIOR. THIS BEGAN THE NEW CHAPTER OF A
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IRS990/OtherExpensesGrp/Desc0EVENTS
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IRS990/OtherExpensesGrp/Desc2DONOR MANAGEMENT
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IRS990/ProgramServiceRevenueGrp/Desc0HIV HOME TEST KITS
IRS990/ProgramServiceRevenueGrp/Desc1ENDING THE EPIDEMIC
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IRS990/ProgramServiceRevenueGrp/Desc3SYPHILIS TESTING SERVICES
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IRS990/ProgSrvcAccomActy2Grp/Desc0AUNT RITAS FOUNDATION WAS A FOUNDING MEMBER WITH THE CITY OF PHOENIX FAST TRACK CITIES INITIATIVE AND PLAYS A VITAL ROLE IN ADVOCATING AT THE ARIZONA LEGISLATURE AND STATE GOVERNMENT TO ESTABLISH LAWS, REGULATIONS, AND POLICIES THAT FURTHER OUR EFFORTS TO EDUCATE, PREVENT HIV, AND TREAT HIV. WITH THE LAUNCH OF HIVAZ.ORG AND VIHAZ.ORG IN 2014, AUNT RITAS FOUNDATION COMMENCED ITS OWN HIV EDUCATION, OUTREACH, TESTING AND ADVOCACY INITIATIVES TO FILL IN THE SERVICE GAPS NOT PROVIDED BY OTHER ORGANIZATIONS. TODAY WE OFFER UNIQUE HIV TESTING INITIATIVES THAT PROVIDE FREE HOME HIV TEST KITS AND VOUCHERS THROUGHOUT ARIZONA VIA WWW.GETTESTEDAZ.ORG. AUNT RITAS FOUNDATION INNOVATIVE PROGRAMS HAVE HELPED ALL ARIZONANS KNOW THEIR STATUS, ALONG WITH SUPPORTING THEM IN THE PREVENTION AND/OR TREATMENT CARE THEY NEED.
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IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0PAYMENTS TO A LOBBYIST REPRESENTING THE HOMELESS, IMPROVERISHED FAMILIES CHILD SAFETY, THE ADDICTED, AND THOSE INCARCERATED.
IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt12022 - N
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE C, PART I-A, LINE 1
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE C, PART II-A
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0HIV/AIDS WORK IN AZ
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1HIV/AIDS WORK IN AZ
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2HIV/AIDS WORK IN AZ
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3HIV/AIDS WORK IN AZ
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4HIV/AIDS WORK IN AZ
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5HIV/AIDS WORK IN AZ
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6HIV/AIDS WORK IN AZ
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt7HIV/AIDS WORK IN AZ
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt8HIV/AIDS WORK IN AZ
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt9HIV/AIDS WORK IN AZ
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt10HIV/AIDS WORK IN AZ
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt11HIV/AIDS WORK IN AZ
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt12HIV/AIDS WORK IN AZ
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt13HIV/AIDS WORK IN AZ
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CHICANOS POR LA CAUSA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1CHILDREN'S HOSPITAL FUND -BI
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2EBONY HOUSE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3HEAL INTERNATIONAL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4NATIVE AMERICAN COMMUNITY HSE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5ONE-N-TEN
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6SOUTHWEST BEHAVIORAL HEALTH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt7SOUTHWEST CENTER FOR HIVADS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt8SOUTHWEST RECOVERY ALLIANCE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt9VALLEYWISE HEALTH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt10SHOT IN THE DARK

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.36$0.26$0.09$0.82$0.76$0.06
2023Detailed filing. Detailed filing data is available for this year.$0.46$0.43$0.04$1.15$1.20$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.43$0.35$0.08$1.77$1.86$0.09
2021Detailed filing. Detailed filing data is available for this year.$0.46$0.10$0.36$1.43$1.42$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.46$0.11$0.35$1.23$1.06$0.17
2019Detailed filing. Detailed filing data is available for this year.$0.19$0.01$0.19$1.00$0.98$0.02
2018Summary only. Only limited summary data is available for this year.$0.25$0.08$0.17$0.89$0.90$0.01
2017Summary only. Only limited summary data is available for this year.$0.19$0.00$0.18$0.44$0.37$0.07
2016Summary only. Only limited summary data is available for this year.$0.12$0.01$0.11$0.31$0.37$0.06
2015Summary only. Only limited summary data is available for this year.$0.18$0.01$0.17$0.35$0.33$0.03
2014Summary only. Only limited summary data is available for this year.$0.16$0.00$0.16$0.55$0.58$0.03
2013Summary only. Only limited summary data is available for this year.$0.19$0.00$0.19$0.56$0.51$0.05
2012Summary only. Only limited summary data is available for this year.$0.14$0.00$0.14$0.53$0.52$0.01
2011Summary only. Only limited summary data is available for this year.$0.13$0.00$0.13$0.49$0.43$0.06