Civic Intelligence

Arizona Caregiver Coalition Inc

EIN 46-5295415 • 501(c)3 • Phoenix, AZ

Profile

To improve the quality of life for family caregivers across arizona through collaborative partnerships, advocacy, resources, and respite support.

PO Box 21623Phoenix, AZ 85036

azcaregiver.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

90th percentile

0.63x

Higher debt load relative to assets than 90% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

86th percentile

0.17x

Higher debt load relative to revenue than 86% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

52nd percentile

2.8%

Higher net margin than 52% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

93rd percentile

$44,039

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 8.8% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

78th percentile

24%

Faster asset growth than 78% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

61st percentile

6.7%

Faster revenue growth than 61% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$132,413

Up $25,322 (+24%) from 2023

Liabilities

Up

$83,938

Up $11,487 (+16%) from 2023

Net Assets

Up

$48,475

Up $13,835 (+40%) from 2023

Revenue

Up

$499,733

Up $31,197 (+6.7%) from 2023

Expenses

Up

$485,898

Up $13,041 (+2.8%) from 2023

Net Income

Up

$13,835

Up $18,156 (+420%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2016: $4,886Liabilities 2016: $4Net Assets 2016: $4,8822016Assets 2017: $4,099Liabilities 2017: $1,242Net Assets 2017: $2,8572017Assets 2018: $14,488Liabilities 2018: $10,022Net Assets 2018: $4,4662018Assets 2019: $52,196Liabilities 2019: $11,896Net Assets 2019: $40,3002019Assets 2020: $49,271Liabilities 2020: $9,617Net Assets 2020: $39,6542020Assets 2021: $72,799Liabilities 2021: $10,790Net Assets 2021: $62,0092021Assets 2022: $172,698Liabilities 2022: $133,737Net Assets 2022: $38,9612022Assets 2023: $107,091Liabilities 2023: $72,451Net Assets 2023: $34,6402023Assets 2024: $132,413Liabilities 2024: $83,938Net Assets 2024: $48,4752024

Highlighted filing

2024

Assets$132,413
Liabilities$83,938
Net Assets$48,475

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2016: $65,302Expenses 2016: $62,144Net Income 2016: $3,1582016Revenue 2017: $86,762Expenses 2017: $88,787Net Income 2017: -$2,0252017Revenue 2018: $123,185Expenses 2018: $120,733Net Income 2018: $2,4522018Revenue 2019: $159,759Expenses 2019: $142,967Net Income 2019: $16,7922019Revenue 2020: $169,964Expenses 2020: $170,610Net Income 2020: -$6462020Revenue 2021: $239,923Expenses 2021: $217,568Net Income 2021: $22,3552021Revenue 2022: $284,644Expenses 2022: $307,692Net Income 2022: -$23,0482022Revenue 2023: $468,536Expenses 2023: $472,857Net Income 2023: -$4,3212023Revenue 2024: $499,733Expenses 2024: $485,898Net Income 2024: $13,8352024

Highlighted filing

2024

Revenue$499,733
Expenses$485,898
Net Income$13,835

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 25, 2025
Return Version
2024v5.1
Gross Receipts
$499,733
Mission and Program Overview

Mission

Support and advocate for AZ caregivers

To improve the quality of life for family caregivers across arizona through collaborative partnerships, advocacy, resources, and respite support.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$51,638$69,105▲ $17,467
Savings and Temporary Cash Investments$1,265$36,346▲ $35,081
Pledges and Grants Receivable$54,023$26,962▼ $27,061
Prepaid Expenses and Deferred Charges$165--
Total Assets$107,091$132,413▲ $25,322
Liabilities
Deferred Revenue-$61,025-
Unsecured Notes Loans Payable$48,333--
Accounts Payable and Accrued Expenses$24,118$22,913▼ $1,205
Total Liabilities$72,451$83,938▲ $11,487
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$34,640$48,475▲ $13,835
Total Net Assets Fund Balance$34,640$48,475▲ $13,835
Total Liabilities and Net Assets / Fund Balance$107,091$132,413▲ $25,322
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Dr Nelly Clotter-WoodsExecutive Director thru 09/13/24FT$44,039$44,039
Katherine Steele-WatsonExecutive Director starting 09/15/24FT$16,473$16,473

Board Members and Trustees

NameTitle
Shane AllenPresident
Nannette SalasekVice President
Brandon BaxterDirector
Darrel ChristensonDirector
Lisa O'NeilDirector
Nydia MontijoDirector
Jackie EdwardsSecretary
Dan TaylorTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$499,127
Program Service Revenue
$500
Investment Income
$106
Other Revenue
$0
All Other Contributions
$65,152
Change in Net Assets
$13,835
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$222,160
Other Expenses$139,788
Grants and Similar Amounts Paid$123,950
Total Fundraising Expense$2,280
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$114,411$28,475$904$143,790
Grants to Domestic Individuals$122,650--$122,650
Current Officers, Directors, Trustees, and Key Employees$46,152$13,918$442$60,512
Conferences and Meetings$35,441-$187$35,628
Fees for Services Accounting$23,540$1,696$165$25,401
Fees for Services Other$21,420$900-$22,320
Office Expenses$18,787$916$165$19,868
Payroll Taxes$13,621$4,107$130$17,858
Information Technology$11,807$437-$12,244
Advertising$10,125$113-$10,238
Insurance$6,667$1,619$6$8,292
Travel$4,997-$155$5,152
Grants to Domestic Orgs$1,300--$1,300
Other Expenses$477--$477
Interest$42-$126$168
Total Functional Expenses$431,437$52,181$2,280$485,898
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
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, Part VI, Section B, Line 11B

The executive director of the organization distributes a pdf copy of the 990 return to all board members for review and comment prior to being filed.

Form 990, Part VI, Section B, Line 12C

At each board and committee meeting, if there is a discussion of selecting or engaging a vendor or service provider, all in attendance are asked to recuse themselves from this discussion if there could be a perceived conflict. Annually, the organization reviews and discusses the conflict of interest policy and requests that each board member list and acknowledge any known conflicts.

Form 990, Part VI, Section B, Line 15

The board may hire and compensate individuals for necessary services rendered to the organization so long as such compensation is reasonable. The board shall determine reasonable compensation amounts based upon compensation paid by similarly situated nonprofits for like services.

Form 990, Part VI, Section C, Line 19

The organization will provide, in a timely manner, financial statements and governing documents, including its conflict of interest policy, when requested in writing or in person.

Filing and Contact Details

Filer

Filer Name
Arizona Caregiver Coalition Inc
EIN
46-5295415
Phone
8887377494
Address
PO BOX 21623, PHOENIX, AZ 85036

Signing Officer

Name
Kathrine Steele-watson
Title
Executive Director
Phone
8887377494
Signed
2025-04-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathrine Steele-watson
Formed
2014
Legal Domicile
Az
Voting Board Members
8
Independent Board Members
8
Employees
22
Volunteers
10

Preparer

Firm
Sechler Morgan Cpas Pllc
Address
2418 W BARROW DRIVE, CHANDLER, AZ 85224
Preparer
Kristina Morgan
Phone
6022302700
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IRS990ScheduleA/FactsAndCircumstancesTestTxt0Part II Section A Line 3 UPDATED FOR VALUE OF DONATED GOVERNMENT FACILITIES FOR 2022 AND 2023.
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0283587
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0239914
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0169956
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01661036
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IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt049304
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0106
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt084
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt057
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt09
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt08
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IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01500
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IRS990ScheduleA/PublicSupportPY170Pct00.99990
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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Respite Voucher
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt0155
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0ACC PROGRAMS ASSIST INFORMAL FAMILY CAREGIVERS, NON-PROFESSIONAL AND UNPAID MEMBERS, WITH COSTS OF RESPITE, REPRIEVE, AND HOME MODIFICATIONS TO PROMOTE IN-HOME FAMILY STABILITY, UNITY, AND SAFETY. TO BE ELIGIBLE, APPLICANTS MUST BE A LAWFUL UNITED STATES AND ARIZONA RESIDENT, MEET INCOME REQUIREMENTS, AND HAVE INCURRED A QUALIFYING EXPENSE. APPROVAL IS ISSUED FOR APPLICANTS WHO SUBMIT A PROGRAM-SPECIFIC APPLICATION, INCOME INFORMATION, AND OTHER REQUIRED DOCUMENTATIONS. ACC MONITORS EXPENSE ACTIVITIES THROUGH TIMESHEETS, EXPENSE RECEIPTS, SERVICE LETTERS, INCOME PROOF, AND STATEMENTS FROM THE INDIVIDUALS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I Line 2
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE EXECUTIVE DIRECTOR OF THE ORGANIZATION DISTRIBUTES A PDF COPY OF THE 990 RETURN TO ALL BOARD MEMBERS FOR REVIEW AND COMMENT PRIOR TO BEING FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AT EACH BOARD AND COMMITTEE MEETING, IF THERE IS A DISCUSSION OF SELECTING OR ENGAGING A VENDOR OR SERVICE PROVIDER, ALL IN ATTENDANCE ARE ASKED TO RECUSE THEMSELVES FROM THIS DISCUSSION IF THERE COULD BE A PERCEIVED CONFLICT. ANNUALLY, THE ORGANIZATION REVIEWS AND DISCUSSES THE CONFLICT OF INTEREST POLICY AND REQUESTS THAT EACH BOARD MEMBER LIST AND ACKNOWLEDGE ANY KNOWN CONFLICTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD MAY HIRE AND COMPENSATE INDIVIDUALS FOR NECESSARY SERVICES RENDERED TO THE ORGANIZATION SO LONG AS SUCH COMPENSATION IS REASONABLE. THE BOARD SHALL DETERMINE REASONABLE COMPENSATION AMOUNTS BASED UPON COMPENSATION PAID BY SIMILARLY SITUATED NONPROFITS FOR LIKE SERVICES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION WILL PROVIDE, IN A TIMELY MANNER, FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS, INCLUDING ITS CONFLICT OF INTEREST POLICY, WHEN REQUESTED IN WRITING OR IN PERSON.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0431437
IRS990/TotalFunctionalExpensesGrp/TotalAmt0485898
IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesEOYAmt083938
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0499733
IRS990/TotalVolunteersCnt010
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0132413
IRS990/TravelGrp/FundraisingAmt0155
IRS990/TravelGrp/ProgramServicesAmt04997
IRS990/TravelGrp/TotalAmt05152
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
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IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt048333
IRS990/UponRequestInd0X
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IRS990/WebsiteAddressTxt0AZCareGiver.org
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHRINE STEELE-WATSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08887377494
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ARIZONA CAREGIVER COALITION INC
ReturnHeader/Filer/BusinessNameControlTxt0ARIZ
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ReturnHeader/Filer/PhoneNum08887377494
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 21623
ReturnHeader/Filer/USAddress/CityNm0PHOENIX
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ

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