Civic Intelligence

Mogollon Health Alliance Inc

EIN 86-0147128 • 501(c)3

Profile

To support health education and community health programs in the community and provide scholarships to students in the medical field.

308 E Aero Drive85541

n/A

Siviq Scores

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

Liabilities / Assets

49th percentile

0.12x

Higher debt load relative to assets than 49% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

79th percentile

0.67x

Higher debt load relative to revenue than 79% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2014

Net Margin

76th percentile

23%

Higher net margin than 76% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

27th percentile

$58,819

Higher top officer pay than 27% of similar nonprofits.

Top officer pay equals 5.7% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2014

Asset Growth

18th percentile

-5.8%

Faster asset growth than 18% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

20th percentile

-11%

Faster revenue growth than 20% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Assets

Down

$5,867,976

Down $364,207 (-5.8%) from 2013

Liabilities

Down

$694,737

Down $582,486 (-46%) from 2013

Net Assets

Up

$5,173,239

Up $218,279 (+4.4%) from 2013

Revenue

$1,038,485

No earlier filing loaded for comparison.

Expenses

Up

$802,527

Up $57,020 (+7.6%) from 2013

Net Income

$235,958

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $6,653,741Liabilities 2011: $2,698,330Net Assets 2011: $3,955,4112011Assets 2013: $6,232,183Liabilities 2013: $1,277,223Net Assets 2013: $4,954,9602013Assets 2014: $5,867,976Liabilities 2014: $694,737Net Assets 2014: $5,173,2392014

Highlighted filing

2014

Assets$5,867,976
Liabilities$694,737
Net Assets$5,173,239

Operations Trend

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

$1.5M$1.0M$500K$0Expenses 2011: $514,3102011Expenses 2013: $745,5072013Revenue 2014: $1,038,485Expenses 2014: $802,527Net Income 2014: $235,9582014

Highlighted filing

2014

Revenue$1,038,485
Expenses$802,527
Net Income$235,958

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Feb 15, 2015
Return Version
2013v4.0
Gross Receipts
$1,163,550
Mission and Program Overview

Mission

To support health education and community health programs in the community and provide scholarships to students in the medical field.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$4,001,557$3,771,006▼ $230,551
Investments in Publicly Traded Securities$1,810,927$1,905,736▲ $94,809
Savings and Temporary Cash Investments$355,371$136,876▼ $218,495
Cash and Non-Interest-Bearing Accounts$25,644$25,393▼ $251
Prepaid Expenses and Deferred Charges$16,785$15,528▼ $1,257
Inventories for Sale or Use$21,249$12,786▼ $8,463
Accounts Receivable$650$650→ $0
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Total Assets$6,232,183$5,867,976▼ $364,207
Other Assets Total-$1-
Liabilities
Deferred Revenue$1,262,490$691,167▼ $571,323
Accounts Payable and Accrued Expenses$1,306$2,570▲ $1,264
Other Liabilities$13,427$1,000▼ $12,427
Total Liabilities$1,277,223$694,737▼ $582,486
Net Assets / Fund Balance
Unrestricted Net Assets$4,599,589$5,025,868▲ $426,279
Permanently Rstr Net Assets$355,371--
Temporarily Rstr Net Assets-$147,371-
Total Net Assets Fund Balance$4,954,960$5,173,239▲ $218,279
Total Liabilities and Net Assets / Fund Balance$6,232,183$5,867,976▼ $364,207

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,338,553$7,796,831$11,135,384
Land$414,825-$414,825
Equipment-$67,829$67,829
Leasehold Improvements$16,612$18,399$35,011
Other Land Buildings$1,016$18,905$19,921
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Sanja LongExecutive DirectorFT$58,819$58,819

Board Members and Trustees

NameTitle
Kenny EvansPresident
Gary CordellVice President
Donald KingDirector
Dr Alan MichelsDirector
John NaughtonDirector
Paul BatesDirector
Rich StockwellSecretary
Richard JohnsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$206
Program Service Revenue
$23,986
Investment Income
$342,747
Other Revenue
$671,546
All Other Contributions
$190
Change in Net Assets
$235,958
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$682,193
Salaries, Compensation, and Employee Benefits$120,334
Total Fundraising Expense$43,390
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$237,290$29,662$29,661$296,613
Current Officers, Directors, Trustees, and Key Employees$47,055$5,882$5,882$58,819
All Other Expenses$40,310$2,723-$43,033
Other Salaries and Wages$28,972$3,622$3,621$36,215
Fees for Service Investment Mgmnt Fees-$18,122-$18,122
Other Expenses$14,733--$14,733
Other Employee Benefits$10,206$1,276$1,275$12,757
Payroll Taxes$10,034$1,255$1,254$12,543
Occupancy-$12,014-$12,014
Insurance$9,597$1,200$1,199$11,996
Office Expenses-$6,665-$6,665
Fees for Services Accounting-$4,000-$4,000
Advertising$2,666$333$333$3,332
Travel$1,322$166$165$1,653
Total Functional Expenses$672,217$86,920$43,390$802,527
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$128,644
Fundraising Direct Expenses$50,245
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$58,606$58,606$3,606$55,000
Event 2$49,628$49,628$32,975$16,653
Total Events$128,644$128,644$50,245$78,399
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
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Liabilities$1,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
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, Line 11B: Form 990 Review Process

Once the Form 990 is completed by the independent accounting firm, draft copies were provided to the Chief Executive Officer and the board of directors, reviewed and compared to the organizations final statement of activities for the fiscal year and a draft of the audited financial statements; the Chief Executive Officer gave the independent accounting firm the verbal approval to print and prepare the final draft of the tax return for filing.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

Each officer, director, trustee, and all employees must sign a conflict of interest policy upon joining the organization and review and sign the policy on an annual basis. The conflict of interest policy is presented at each and every board meeting on a monthly basis in order to monitor the policy on an ongoing basis.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

Candidates for any key position are recommended to the executive board for consideration of that position. The candidates background, experience, and references are verified, and compensation established by obtaining data for comparable positions and organizations within the state. The executive board then votes on the candidate and also completes annual evaluations of employees in key positions.

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

Candidates for any key position are recommended to the executive board for consideration of that position. The candidates background, experience, and references are verified, and compensation established by obtaining data for comparable positions and organizations within the state. The executive board then votes on the candidate and also completes annual evaluations of employees in key positions.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

All governing docs, policies, and financial statements are maintained at the organization headquarters and are available for review upon written request in the headquarters.

Filing and Contact Details

Filer

EIN
86-0147128
Phone
9284722588

Signing Officer

Name
Sanja Long
Title
Executive Director
Signed
2015-02-15
Discuss with paid preparer
Yes

Organization Details

Legal Domicile
Az
Voting Board Members
9
Independent Board Members
0
Employees
9
Volunteers
120

Preparer

Preparer
Debra L Daniels CPA
Phone
9284742024
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

Other program services 4: fire dept grants for health training & education

Other Changes In Net Assets Or Fund Balances - Other Decreases

Unrealized Loss in Investments prior year = -$17679

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IRS990/OtherExpensesGrp/Desc0DLT GRANT EXP
IRS990/OtherExpensesGrp/Desc1EDUCATIONAL FOUNDATION EXP
IRS990/OtherExpensesGrp/Desc2SCHOLARSHIPS
IRS990/OtherExpensesGrp/Desc3MHAX III PROGRAM
IRS990/OtherExpensesGrp/ProgramServicesAmt0224469
IRS990/OtherExpensesGrp/ProgramServicesAmt128211
IRS990/OtherExpensesGrp/ProgramServicesAmt217352
IRS990/OtherExpensesGrp/ProgramServicesAmt314733
IRS990/OtherExpensesGrp/TotalAmt0224469
IRS990/OtherExpensesGrp/TotalAmt128211
IRS990/OtherExpensesGrp/TotalAmt217352
IRS990/OtherExpensesGrp/TotalAmt314733
IRS990/OtherLiabilitiesGrp/BOYAmt013427
IRS990/OtherLiabilitiesGrp/EOYAmt01000
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt03621
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt03622
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt028972
IRS990/OtherSalariesAndWagesGrp/TotalAmt036215
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt01254
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01255
IRS990/PayrollTaxesGrp/ProgramServicesAmt010034
IRS990/PayrollTaxesGrp/TotalAmt012543
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0355371
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt016785
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt015528
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0Community Health Fair
IRS990/ProgramServiceRevenueGrp/Desc1CPR Classes
IRS990/ProgramServiceRevenueGrp/Desc2PAYSON COMMUNITY GARDEN
IRS990/ProgramServiceRevenueGrp/Desc3Women's Wellness Forum
IRS990/ProgramServiceRevenueGrp/ExclusionAmt02647
IRS990/ProgramServiceRevenueGrp/ExclusionAmt139
IRS990/ProgramServiceRevenueGrp/ExclusionAmt29454
IRS990/ProgramServiceRevenueGrp/ExclusionAmt311846
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02647
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt139
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt29454
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt311846
IRS990/ProgSrvcAccomActy2Grp/Desc0Scholarships to nursing students
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt017352
IRS990/ProgSrvcAccomActy3Grp/Desc0MHAX III Senior preventative care program
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt014733
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0387183
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0172396
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0651345
IRS990/PYOtherRevenueAmt0593673
IRS990/PYProgramServiceRevenueAmt014149
IRS990/PYRevenuesLessExpensesAmt0421894
IRS990/PYSalariesCompEmpBnftPaidAmt094162
IRS990/PYTotalExpensesAmt0745507
IRS990/PYTotalRevenueAmt01167401
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0235958
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt0578882
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0355371
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0136876
IRS990ScheduleA/HospitalInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt03338553
IRS990ScheduleD/BuildingsGrp/DepreciationAmt07796831
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt011135384
IRS990ScheduleD/EquipmentGrp/DepreciationAmt067829
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt067829
IRS990ScheduleD/LandGrp/BookValueAmt0414825
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0414825
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt016612
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt018399
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt035011
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt01016
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt018905
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt019921
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL LIABILITIES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03771006
IRS990ScheduleD/TotalLiabilityAmt01000
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt050245
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt058606
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt049628
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt020410
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0128644
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt058606
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt049628
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt020410
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0128644
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0Fundraising Dinners, Bike Rally, Gumball
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0Gracie Haught Memorial Fund
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt078399
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt036581
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03606
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt032975
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt013664
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt013664
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/PhoneSolicitationsInd0X
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER PROGRAM SERVICES 4: FIRE DEPT GRANTS FOR HEALTH TRAINING & EDUCATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Once the Form 990 is completed by the independent accounting firm, draft copies were provided to the Chief Executive Officer and the board of directors, reviewed and compared to the organizations final statement of activities for the fiscal year and a draft of the audited financial statements; the Chief Executive Officer gave the independent accounting firm the verbal approval to print and prepare the final draft of the tax return for filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EACH OFFICER, DIRECTOR, TRUSTEE, AND ALL EMPLOYEES MUST SIGN A CONFLICT OF INTEREST POLICY UPON JOINING THE ORGANIZATION AND REVIEW AND SIGN THE POLICY ON AN ANNUAL BASIS. THE CONFLICT OF INTEREST POLICY IS PRESENTED AT EACH AND EVERY BOARD MEETING ON A MONTHLY BASIS IN ORDER TO MONITOR THE POLICY ON AN ONGOING BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CANDIDATES FOR ANY KEY POSITION ARE RECOMMENDED TO THE EXECUTIVE BOARD FOR CONSIDERATION OF THAT POSITION. THE CANDIDATES BACKGROUND, EXPERIENCE, AND REFERENCES ARE VERIFIED, AND COMPENSATION ESTABLISHED BY OBTAINING DATA FOR COMPARABLE POSITIONS AND ORGANIZATIONS WITHIN THE STATE. THE EXECUTIVE BOARD THEN VOTES ON THE CANDIDATE AND ALSO COMPLETES ANNUAL EVALUATIONS OF EMPLOYEES IN KEY POSITIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CANDIDATES FOR ANY KEY POSITION ARE RECOMMENDED TO THE EXECUTIVE BOARD FOR CONSIDERATION OF THAT POSITION. THE CANDIDATES BACKGROUND, EXPERIENCE, AND REFERENCES ARE VERIFIED, AND COMPENSATION ESTABLISHED BY OBTAINING DATA FOR COMPARABLE POSITIONS AND ORGANIZATIONS WITHIN THE STATE. THE EXECUTIVE BOARD THEN VOTES ON THE CANDIDATE AND ALSO COMPLETES ANNUAL EVALUATIONS OF EMPLOYEES IN KEY POSITIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ALL GOVERNING DOCS, POLICIES, AND FINANCIAL STATEMENTS ARE MAINTAINED AT THE ORGANIZATION HEADQUARTERS AND ARE AVAILABLE FOR REVIEW UPON WRITTEN REQUEST IN THE HEADQUARTERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Unrealized Loss in Investments prior year = -$17679
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 4d: Other Program Services Description

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